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 | 406,351.44 | reported | 24 Jul 2024 | tx 152+7,267,725.62−6,445,147 |
| MERRILL LYNCH & CO INC | 334,768 | reported | 10 Jun 2005 | tx 8+126,840−11,457 |
| Walt Disney Co | 7,734.5 | reported | 31 Dec 2025 | tx 10+45,734.5 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | GRANT_AWARD | Walt Disney Co | 1,216.5 | 113.02 USD | |
| 12 Dec 2025 | PURCHASE | Walt Disney Co | 18,000 | 111.89 USD | first after silence |
| 30 Sept 2025 | GRANT_AWARD | Walt Disney Co | 1,122.2 | 113.73 USD | |
| 30 Jun 2025 | GRANT_AWARD | Walt Disney Co | 1,046.7 | 119.43 USD | |
| 31 Mar 2025 | GRANT_AWARD | Walt Disney Co | 1,265.7 | 99.61 USD | |
| 31 Dec 2024 | GRANT_AWARD | Walt Disney Co | 793.3 | 111.88 USD | |
| 30 Sept 2024 | GRANT_AWARD | Walt Disney Co | 948.8 | 94.13 USD | |
| 24 Jul 2024 | GIFT | MORGAN STANLEY | 9,700 | 0.00 USD | |
| 17 Jul 2024 | SALE | MORGAN STANLEY | 200,000 | 105.06 USD | |
| 30 Jun 2024 | GRANT_AWARD | Walt Disney Co | 874.3 | 101.51 USD | |
| 08 May 2024 | PURCHASE | Walt Disney Co | 20,000 | 106.03 USD | first after silence |
| 18 Apr 2024 | SALE | MORGAN STANLEY | 100,000 | 90.21 USD | |
| 31 Mar 2024 | GRANT_AWARD | Walt Disney Co | 467 | 116.95 USD | |
| 22 Feb 2024 | TAX_WITHHOLDING | MORGAN STANLEY | 165,527 | 85.46 USD | |
| 22 Feb 2024 | GRANT_AWARD | MORGAN STANLEY | 299,323 | 0.00 USD | |
| 12 Feb 2024 | SALE | MORGAN STANLEY | 100,000 | 87.30 USD | |
| 26 Jan 2024 | SALE | MORGAN STANLEY | 50,000 | 87.93 USD | |
| 25 Jan 2024 | SALE | MORGAN STANLEY | 50,000 | 87.93 USD | |
| 25 Jan 2024 | GIFT | MORGAN STANLEY | 105,000 | 0.00 USD | |
| 17 Jan 2024 | TAX_WITHHOLDING | MORGAN STANLEY | 43,040 | 85.97 USD | |
| 17 Jan 2024 | GRANT_AWARD | MORGAN STANLEY | 63,164.34 | 0.00 USD | |
| 24 Jul 2023 | SALE | MORGAN STANLEY | 125,000 | 95.19 USD | |
| 19 Jul 2023 | SALE | MORGAN STANLEY | 500 | 93.58 USD | anomaly |
| 19 Jul 2023 | SALE | MORGAN STANLEY | 47,345 | 92.89 USD | |
| 19 Jul 2023 | SALE | MORGAN STANLEY | 14,655 | 92.01 USD |
2 purchases reported after at least 12 months of silence — most recent on 12 Dec 2025.