Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MORGAN STANLEY | 498,726.5 | reported | 23 Jul 2015 | tx 33+1,698,949.72−698,432 |
| BlackRock, Inc. | 470 | reported | 16 Jan 2026 | tx 2+470 |
| MERRILL LYNCH & CO INC | 0 | reported | 01 Jan 2009 | tx 51+2,048,589−2,478,260 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Jan 2026 | GRANT_AWARD | BlackRock, Inc. | 214 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | BlackRock, Inc. | 256 | 0.00 USD | |
| 23 Jul 2015 | GIFT | MORGAN STANLEY | 14,909 | 0.00 USD | |
| 02 Mar 2015 | TAX_WITHHOLDING | MORGAN STANLEY | 51,296 | 35.79 USD | |
| 02 Mar 2015 | GRANT_AWARD | MORGAN STANLEY | 99,468 | 0.00 USD | |
| 21 Jan 2015 | GRANT_AWARD | MORGAN STANLEY | 84,048.03 | 0.00 USD | |
| 21 Jan 2015 | TAX_WITHHOLDING | MORGAN STANLEY | 60,269 | 34.75 USD | |
| 22 Jul 2014 | EXERCISE | MORGAN STANLEY | 100,000 | 22.98 USD | |
| 22 Jul 2014 | SALE | MORGAN STANLEY | 100,000 | 33.02 USD | |
| 22 Jul 2014 | EXERCISE | MORGAN STANLEY | 100,000 | 0.00 USD | deriv |
| 28 Jan 2014 | TAX_WITHHOLDING | MORGAN STANLEY | 18,871 | 29.99 USD | |
| 28 Jan 2014 | GRANT_AWARD | MORGAN STANLEY | 36,592 | 0.00 USD | |
| 27 Jan 2014 | TAX_WITHHOLDING | MORGAN STANLEY | 72,055 | 30.04 USD | |
| 21 Jan 2014 | GRANT_AWARD | MORGAN STANLEY | 127,825.69 | 0.00 USD | |
| 12 Feb 2013 | OTHER | MORGAN STANLEY | 29,853 | 23.43 USD | |
| 08 Feb 2013 | TAX_WITHHOLDING | MORGAN STANLEY | 55,823 | 23.23 USD | |
| 12 Feb 2013 | OTHER | MORGAN STANLEY | 29,853 | 23.43 USD | |
| 30 Jan 2013 | OTHER | MORGAN STANLEY | 8,506 | 22.68 USD | |
| 07 Feb 2013 | OTHER | MORGAN STANLEY | 28,775 | 23.13 USD | |
| 06 Feb 2013 | OTHER | MORGAN STANLEY | 18,398 | 23.34 USD | |
| 05 Feb 2013 | OTHER | MORGAN STANLEY | 6,723 | 23.25 USD | |
| 28 Jan 2013 | OTHER | MORGAN STANLEY | 12,295 | 22.55 USD | |
| 07 Feb 2013 | OTHER | MORGAN STANLEY | 28,775 | 23.13 USD | |
| 06 Feb 2013 | OTHER | MORGAN STANLEY | 18,398 | 23.34 USD | |
| 05 Feb 2013 | OTHER | MORGAN STANLEY | 6,723 | 23.25 USD |