Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMWD · Entity 2815 | Director | March 15, 2005 | March 17, 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 15, 2005 · Filed March 17, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,059.499 |
Ending reported balance
After 2005-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2005-03-15 · Grant · Acquired 4,000 · Balance 15,272.543 F1: Stock Units acquired under the deferred compensation provisions of Morgan Stanley's Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Row 2 · 2005-03-15 · Grant · Acquired 1,786.956 · Balance 17,059.499 F1: Stock Units acquired under the deferred compensation provisions of Morgan Stanley's Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Units acquired under the deferred compensation provisions of Morgan Stanley's Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.
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 15, 2005 Filed Mar 17, 2005 16:23 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 1,786.956 | $58.85 | $105,162.36 |
DisclosureSEC source: 0001209191-05-016318 · doc4.xml · nonDerivative · entry 2 JACOB JOHN E · CIK 0001142403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,059.499 F1 · kind: Stock Units acquired under the deferred compensation provisions of Morgan Stanley's Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| March 15, 2005 Filed Mar 17, 2005 16:23 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-016318 · doc4.xml · nonDerivative · entry 1 JACOB JOHN E · CIK 0001142403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,272.543 F1 · kind: Stock Units acquired under the deferred compensation provisions of Morgan Stanley's Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| April 20, 2004 Filed Apr 21, 2004 18:46 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $53.04 | $0.00 |
DisclosureSEC source: 0001204892-04-000060 · doc4.xml · derivative · entry 3 JACOB JOHN E · CIK 0001142403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2014-04-20 Read SEC document |
| April 20, 2004 Filed Apr 21, 2004 18:46 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 1,341 | $53.04 | $71,126.64 |
DisclosureSEC source: 0001204892-04-000060 · doc4.xml · nonDerivative · entry 2 JACOB JOHN E · CIK 0001142403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,089 F1 · kind: Stock units acquired under the deferred compensation provisions of Morgan Stanley's Directors' Equity Capital Accumulation Plan ( DECAP), which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| April 20, 2004 Filed Apr 21, 2004 18:46 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-04-000060 · doc4.xml · nonDerivative · entry 1 JACOB JOHN E · CIK 0001142403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,748 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.