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 | 194,387.77 | reported | 20 May 2021 | tx 48+193,480.19 |
| INTERNATIONAL BUSINESS MACHINES CORP | 7,195 | reported | 29 Mar 2019 | tx 13+6,782 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2021 | GRANT_AWARD | MORGAN STANLEY | 550.24 | 86.33 USD | |
| 01 Dec 2020 | GRANT_AWARD | MORGAN STANLEY | 751.03 | 63.25 USD | |
| 12 Nov 2020 | PURCHASE | MORGAN STANLEY | 25,000 | 55.40 USD | first after silence |
| 02 Oct 2020 | GRANT_AWARD | MORGAN STANLEY | 3,129 | — | |
| 01 Jun 2020 | GRANT_AWARD | MORGAN STANLEY | 5,587.58 | 0.00 USD | |
| 01 Jun 2020 | GRANT_AWARD | MORGAN STANLEY | 1,173.39 | 44.74 USD | |
| 01 Dec 2019 | GRANT_AWARD | MORGAN STANLEY | 1,059.13 | 49.57 USD | |
| 01 Jun 2019 | GRANT_AWARD | MORGAN STANLEY | 1,283.05 | 40.92 USD | |
| 01 Jun 2019 | GRANT_AWARD | MORGAN STANLEY | 6,109.74 | 0.00 USD | |
| 29 Mar 2019 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 576 | 141.10 USD | deriv |
| 31 Dec 2018 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 715 | 113.67 USD | deriv |
| 01 Dec 2018 | GRANT_AWARD | MORGAN STANLEY | 1,072.89 | 44.27 USD | |
| 28 Sept 2018 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 538 | 151.21 USD | deriv |
| 29 Jun 2018 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 582 | 139.70 USD | deriv |
| 24 May 2018 | GRANT_AWARD | MORGAN STANLEY | 883.89 | 53.74 USD | |
| 24 May 2018 | GRANT_AWARD | MORGAN STANLEY | 4,652.07 | 0.00 USD | |
| 29 Mar 2018 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 530 | 153.43 USD | deriv |
| 29 Dec 2017 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 489 | 153.42 USD | deriv |
| 22 Nov 2017 | GRANT_AWARD | MORGAN STANLEY | 964.42 | 49.25 USD | |
| 29 Sept 2017 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 517 | 145.08 USD | deriv |
| 30 Jun 2017 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 488 | 153.83 USD | deriv |
| 22 May 2017 | GRANT_AWARD | MORGAN STANLEY | 5,991.21 | 0.00 USD | |
| 22 May 2017 | GRANT_AWARD | MORGAN STANLEY | 1,138.33 | 41.73 USD | |
| 31 Mar 2017 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 431 | 174.14 USD | deriv |
| 30 Dec 2016 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 452 | 165.99 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 12 Nov 2020.