Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Genpact LTDG · Entity 3760 | Director | May 09, 2019 | May 13, 2019 |
| MORGAN STANLEYMWD · Entity 2815 | Director | March 22, 2004 | March 24, 2004 |
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.
Genpact LTD
Report date May 09, 2019 · Filed May 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 119,559 |
Reported balance
After 2019-05-09 transaction · row 1
1 source rowRow 1 · 2019-05-09 · Grant · Acquired 7,484 · Balance 119,559 F1: Represents an award of unvested restricted share units (RSUs) granted under the Genpact Limited 2017 Omnibus Incentive Compensation Plan. Each RSU entitles the holder to receive one common share at a future date. Subject to the reporting person's continued service, the RSUs will fully vest on December 31, 2019 and will be settled in common shares on December 31, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of unvested restricted share units (RSUs) granted under the Genpact Limited 2017 Omnibus Incentive Compensation Plan. Each RSU entitles the holder to receive one common share at a future date. Subject to the reporting person's continued service, the RSUs will fully vest on December 31, 2019 and will be settled in common shares on December 31, 2020.
MORGAN STANLEY
Report date March 22, 2004 · Filed March 24, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,336,222 |
Ending reported balance
After 2004-03-22 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2004-03-22 · Exercise / conversion · Acquired 125,010 · Balance 2,393,772 Row 2 · 2004-03-22 · Tax withholding · Disposed 84,383 · Balance 2,309,389 Row 3 · 2004-03-22 · Exercise / conversion · Acquired 114,666 · Balance 2,424,055 Row 4 · 2004-03-22 · Tax withholding · Disposed 87,833 · Balance 2,336,222 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.92 · Expires 2008-01-02 | Direct | 0 |
Reported balance
After 2004-03-22 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2004-03-22 · Exercise / conversion · Disposed 125,010 · Balance 0 F1: Initial vesting date of ratably vested stock options, all of which are presently exercisable. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.65 · Expires 2009-01-02 | Direct | 0 |
Reported balance
After 2004-03-22 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2004-03-22 · Exercise / conversion · Disposed 114,666 · Balance 0 F1: Initial vesting date of ratably vested stock options, all of which are presently exercisable. |
| Restoration Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $58.24 · Expires 2008-01-02 | Direct | 84,383 |
Reported balance
After 2004-03-22 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2004-03-22 · Grant · Acquired 84,383 · Balance 84,383 |
| Restoration Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $58.24 · Expires 2009-01-02 | Direct | 87,833 |
Reported balance
After 2004-03-22 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2004-03-22 · Grant · Acquired 87,833 · Balance 87,833 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan/ESOP Trust | 12,140 |
Reported balance
Holding disclosure · report date 2004-03-22 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 12,140 |
Filing footnotes · ownership attribution and instrument terms
F1: Initial vesting date of ratably vested stock options, all of which are presently exercisable.
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 |
|---|---|---|---|---|---|---|
| October 15, 2003 Filed Oct 16, 2003 16:31 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 5,000 | $53.63 | $268,150.00 |
DisclosureSEC source: 0001204892-03-000037 · doc4.xml · nonDerivative · entry 4 SCOTT ROBERT G · CIK 0001182531 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,762,241 Read SEC document |
| October 15, 2003 Filed Oct 16, 2003 16:31 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 5,000 | $53.65 | $268,250.00 |
DisclosureSEC source: 0001204892-03-000037 · doc4.xml · nonDerivative · entry 3 SCOTT ROBERT G · CIK 0001182531 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,767,241 Read SEC document |
| October 15, 2003 Filed Oct 16, 2003 16:31 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 4,500 | $53.60 | $241,200.00 |
DisclosureSEC source: 0001204892-03-000037 · doc4.xml · nonDerivative · entry 2 SCOTT ROBERT G · CIK 0001182531 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,772,241 Read SEC document |
| October 15, 2003 Filed Oct 16, 2003 16:31 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 5,000 | $53.51 | $267,550.00 |
DisclosureSEC source: 0001204892-03-000037 · doc4.xml · nonDerivative · entry 1 SCOTT ROBERT G · CIK 0001182531 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,776,741 Read SEC document |
| September 08, 2003 Filed Sep 9, 2003 17:24 UTC | MORGAN STANLEY MWD · Entity 2815 | Tax withholdingCommon Stock | 20,207 | $48.55 | $981,049.85 |
DisclosureSEC source: 0001181431-03-022465 · rrd17996.xml · nonDerivative · entry 1 SCOTT ROBERT G · CIK 0001182531 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,954,241 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.