Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMWD · Entity 2815 | Principal Accounting Officer | September 08, 2005 | September 12, 2005 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MORGAN STANLEY
Report date September 08, 2005 · Filed September 12, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,707 |
Reported balance
After 2005-09-08 transaction · row 1
1 source rowRow 1 · 2005-09-08 · Tax withholding · Disposed 355 · Balance 13,707 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan/ESOP Trust | 5,408.206 |
Reported balance
Holding disclosure · report date 2005-09-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,408.206 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 08, 2005 Filed Sep 12, 2005 17:53 UTC | MORGAN STANLEY MWD · Entity 2815 | Tax withholdingCommon Stock | 355 | $52.25 | $18,548.75 |
DisclosureSEC source: 0001209191-05-046881 · doc4.xml · nonDerivative · entry 1 MOSER DAVID S · CIK 0001226007 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,707 Read SEC document |
| December 14, 2004 Filed Dec 16, 2004 18:16 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 6,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-04-000137 · doc4.xml · nonDerivative · entry 1 MOSER DAVID S · CIK 0001226007 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,062 F1 · security: Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| September 08, 2004 Filed Sep 9, 2004 12:02 UTC | MORGAN STANLEY MWD · Entity 2815 | Tax withholdingCommon Stock | 156 | $52.53 | $8,194.68 |
DisclosureSEC source: 0001204892-04-000099 · doc4.xml · nonDerivative · entry 1 MOSER DAVID S · CIK 0001226007 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,735 Read SEC document |
| November 28, 2003 Filed Dec 2, 2003 14:27 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 5,816 | $0.00 Strike: $55.45 | $0.00 |
DisclosureSEC source: 0001204892-03-000075 · doc4.xml · derivative · entry 3 MOSER DAVID S · CIK 0001226007 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,816 Underlying: Common Stock · 5,816 shares Expires 2014-01-02 F2 · derivative.exercise_date: Options are exercisable upon vesting. Vesting occurs as follows: 50% of the award vests on January 2, 2006 and the remaining 50 % vests on January 2, 2007. Read SEC document |
| November 28, 2003 Filed Dec 2, 2003 14:27 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 2,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-03-000075 · doc4.xml · nonDerivative · entry 1 MOSER DAVID S · CIK 0001226007 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,891 F1 · kind: Stock Units which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| November 20, 2003 Filed Nov 24, 2003 16:21 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 65,074 | $0.00 Strike: $53.02 | $0.00 |
DisclosureSEC source: 0001204892-03-000050 · doc4.xml · derivative · entry 1 MOSER DAVID S · CIK 0001226007 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,074 Underlying: Common Stock · 65,074 shares Expires 2014-01-02 F1 · derivative.exercise_date: Options are exercisable upon vesting. Vesting occurs in five equal installments beginning on January 2, 2005. Shares received upon exercise of options generally may not be sold for five years from grant date and thereafter are subject to certain further restrictions based upon the age of the reporting person. Read SEC document |
| September 08, 2003 Filed Sep 9, 2003 17:28 UTC | MORGAN STANLEY MWD · Entity 2815 | Tax withholdingCommon Stock | 136 | $48.55 | $6,602.80 |
DisclosureSEC source: 0001181431-03-022468 · rrd17992.xml · nonDerivative · entry 1 MOSER DAVID S · CIK 0001226007 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,306 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.