Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMWD · Entity 2815 | Business Unit Head | March 31, 2005 | April 01, 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 March 31, 2005 · Filed April 01, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 656,843 |
Ending reported balance
After 2005-03-31 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2005-03-31 · Sale · Disposed 15,000 · Balance 699,495 Row 2 · 2005-03-31 · Sale · Disposed 2,652 · Balance 696,843 Row 3 · 2005-03-31 · Sale · Disposed 40,000 · Balance 656,843 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan/ESOP Trust | 5,056.112 |
Reported balance
Holding disclosure · report date 2005-03-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,056.112 |
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 |
|---|---|---|---|---|---|---|
| March 31, 2005 Filed Apr 1, 2005 16:36 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 40,000 | $57.00 | $2,280,000.00 |
DisclosureSEC source: 0001209191-05-018472 · doc4.xml · nonDerivative · entry 3 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,843 Read SEC document |
| March 31, 2005 Filed Apr 1, 2005 16:36 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 2,652 | $57.19 | $151,667.88 |
DisclosureSEC source: 0001209191-05-018472 · doc4.xml · nonDerivative · entry 2 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696,843 Read SEC document |
| March 31, 2005 Filed Apr 1, 2005 16:36 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 15,000 | $57.20 | $858,000.00 |
DisclosureSEC source: 0001209191-05-018472 · doc4.xml · nonDerivative · entry 1 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 699,495 Read SEC document |
| March 22, 2005 Filed Mar 23, 2005 10:59 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 5,000 | $57.22 | $286,100.00 |
DisclosureSEC source: 0001209191-05-017172 · doc4.xml · nonDerivative · entry 8 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,495 Read SEC document |
| March 22, 2005 Filed Mar 23, 2005 10:59 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 15,000 | $57.20 | $858,000.00 |
DisclosureSEC source: 0001209191-05-017172 · doc4.xml · nonDerivative · entry 7 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 719,495 Read SEC document |
| March 22, 2005 Filed Mar 23, 2005 10:59 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 13,000 | $57.15 | $742,950.00 |
DisclosureSEC source: 0001209191-05-017172 · doc4.xml · nonDerivative · entry 6 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 734,495 Read SEC document |
| March 22, 2005 Filed Mar 23, 2005 10:59 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 2,000 | $57.19 | $114,380.00 |
DisclosureSEC source: 0001209191-05-017172 · doc4.xml · nonDerivative · entry 5 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 747,495 Read SEC document |
| March 21, 2005 Filed Mar 23, 2005 10:59 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionRestoration Option (Right to Buy) · Derivative | 13,764 | $0.00 Strike: $45.69 | $0.00 |
DisclosureSEC source: 0001209191-05-017172 · doc4.xml · derivative · entry 13 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,764 shares Expires 2008-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 21, 2005 Filed Mar 23, 2005 10:59 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantRestoration Option (Right to Buy) · Derivative | 7,791 | $0.00 Strike: $57.01 | $0.00 |
DisclosureSEC source: 0001209191-05-017172 · doc4.xml · derivative · entry 12 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,791 Underlying: Common Stock · 7,791 shares Expires 2008-01-02 Read SEC document |
| March 21, 2005 Filed Mar 23, 2005 10:59 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 55,754 | $0.00 Strike: $35.65 | $0.00 |
DisclosureSEC source: 0001209191-05-017172 · doc4.xml · derivative · entry 11 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 55,754 shares Expires 2009-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Initial vesting date of ratably vested stock options, all of which are presently exercisable. Read SEC document |
| March 21, 2005 Filed Mar 23, 2005 10:59 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,656 | $0.00 Strike: $26.92 | $0.00 |
DisclosureSEC source: 0001209191-05-017172 · doc4.xml · derivative · entry 10 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,656 shares Expires 2008-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Initial vesting date of ratably vested stock options, all of which are presently exercisable. Read SEC document |
| March 21, 2005 Filed Mar 23, 2005 10:59 UTC | MORGAN STANLEY MWD · Entity 2815 | Tax withholdingCommon Stock | 73,889 | $57.52 | $4,250,095.28 |
DisclosureSEC source: 0001209191-05-017172 · doc4.xml · nonDerivative · entry 4 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 749,495 Read SEC document |
| March 21, 2005 Filed Mar 23, 2005 10:59 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionCommon Stock | 55,754 | $35.65 | $1,987,630.10 |
DisclosureSEC source: 0001209191-05-017172 · doc4.xml · nonDerivative · entry 3 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 823,384 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 21, 2005 Filed Mar 23, 2005 10:59 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionCommon Stock | 13,764 | $45.69 | $628,877.16 |
DisclosureSEC source: 0001209191-05-017172 · doc4.xml · nonDerivative · entry 2 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 767,630 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 21, 2005 Filed Mar 23, 2005 10:59 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionCommon Stock | 10,656 | $26.92 | $286,859.52 |
DisclosureSEC source: 0001209191-05-017172 · doc4.xml · nonDerivative · entry 1 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 753,866 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 14, 2004 Filed Dec 16, 2004 17:49 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 137,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-04-000122 · doc4.xml · nonDerivative · entry 1 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 743,210 F1 · security: Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| July 15, 2004 Filed Jul 15, 2004 17:58 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 100,424 | $0.00 Strike: $9.02 | $0.00 |
DisclosureSEC source: 0001204892-04-000086 · doc4.xml · derivative · entry 4 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,424 shares Expires 2005-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Initial vesting date of ratably vested stock options, all of which are presently exercisable. Read SEC document |
| July 15, 2004 Filed Jul 15, 2004 17:58 UTC | MORGAN STANLEY MWD · Entity 2815 | Tax withholdingCommon Stock | 32,240 | $48.41 | $1,560,738.40 |
DisclosureSEC source: 0001204892-04-000086 · doc4.xml · nonDerivative · entry 2 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,687 Read SEC document |
| July 15, 2004 Filed Jul 15, 2004 17:58 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionCommon Stock | 100,424 | $9.02 | $905,824.48 |
DisclosureSEC source: 0001204892-04-000086 · doc4.xml · nonDerivative · entry 1 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 637,927 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2003 Filed Jan 2, 2004 10:58 UTC | MORGAN STANLEY MWD · Entity 2815 | GiftCommon Stock | 2,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-04-000002 · doc4.xml · nonDerivative · entry 1 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537,503 Read SEC document |
| November 28, 2003 Filed Dec 2, 2003 14:25 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 90,626 | $0.00 Strike: $55.45 | $0.00 |
DisclosureSEC source: 0001204892-03-000067 · doc4.xml · derivative · entry 3 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,626 Underlying: Common Stock · 90,626 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 14:25 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 40,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-03-000067 · doc4.xml · nonDerivative · entry 1 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,563 F1 · kind: Stock Units which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| October 15, 2003 Filed Oct 16, 2003 16:20 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 15,000 | $53.50 | $802,500.00 |
DisclosureSEC source: 0001204892-03-000033 · doc4.xml · nonDerivative · entry 1 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,285 Read SEC document |
| July 11, 2003 Filed Jul 11, 2003 16:01 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 500 | $46.49 | $23,245.00 |
DisclosureSEC source: 0001181431-03-013846 · rrd13131.xml · nonDerivative · entry 2 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514,285 F1 · balance_after: In addition, Reporting Person's indirect holdings include 4,559 shares of Common Stock held through Morgan Stanley's 401(k) plan/ESOP trust. Read SEC document |
| July 11, 2003 Filed Jul 11, 2003 16:01 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 3,000 | $46.50 | $139,500.00 |
DisclosureSEC source: 0001181431-03-013846 · rrd13131.xml · nonDerivative · entry 1 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514,785 Read SEC document |
| July 09, 2003 Filed Jul 10, 2003 11:59 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 1,000 | $47.75 | $47,750.00 |
DisclosureSEC source: 0001181431-03-013605 · rrd12932.xml · nonDerivative · entry 7 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,785 F1 · balance_after: In addition, Reporting Person's indirect holdings include 4,559 shares of Common Stock held through Morgan Stanley's 401(k) plan/ESOP trust. Read SEC document |
| July 09, 2003 Filed Jul 10, 2003 11:59 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 500 | $47.55 | $23,775.00 |
DisclosureSEC source: 0001181431-03-013605 · rrd12932.xml · nonDerivative · entry 6 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 518,785 Read SEC document |
| July 08, 2003 Filed Jul 10, 2003 11:59 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 500 | $47.40 | $23,700.00 |
DisclosureSEC source: 0001181431-03-013605 · rrd12932.xml · nonDerivative · entry 5 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,285 Read SEC document |
| July 08, 2003 Filed Jul 10, 2003 11:59 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 500 | $47.20 | $23,600.00 |
DisclosureSEC source: 0001181431-03-013605 · rrd12932.xml · nonDerivative · entry 4 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,785 Read SEC document |
| July 08, 2003 Filed Jul 10, 2003 11:59 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 500 | $47.10 | $23,550.00 |
DisclosureSEC source: 0001181431-03-013605 · rrd12932.xml · nonDerivative · entry 3 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,285 Read SEC document |
| July 08, 2003 Filed Jul 10, 2003 11:59 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 1,500 | $47.00 | $70,500.00 |
DisclosureSEC source: 0001181431-03-013605 · rrd12932.xml · nonDerivative · entry 2 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,785 Read SEC document |
| July 08, 2003 Filed Jul 10, 2003 11:59 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 1,000 | $46.30 | $46,300.00 |
DisclosureSEC source: 0001181431-03-013605 · rrd12932.xml · nonDerivative · entry 1 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,285 Read SEC document |
| July 07, 2003 Filed Jul 7, 2003 17:57 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 6,000 | $46.20 | $277,200.00 |
DisclosureSEC source: 0001181431-03-013300 · rrd12745.xml · nonDerivative · entry 1 ABDEL-MEGUID TAREK F · CIK 0001185266 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 523,285 F1 · balance_after: In addition, Reporting Person's indirect holdings include 4,559 shares of Common Stock held through Morgan Stanley's 401(k) plan/ESOP trust. 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.