A business in context

MS research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-09-07 · 8010 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 10-Q · Quarterly report

    Report date 2026-06-30 · 0000895421-26-000212

  2. 4 · Ownership change

    Report date 2026-07-30 · 0001193125-26-329456

  3. 4 · Ownership change

    Report date 2026-07-28 · 0001628280-26-050605

  4. 4 · Ownership change

    Report date 2026-07-16 · 0001628280-26-048656

  5. 4 · Ownership change

    Report date 2026-07-17 · 0001628280-26-048651

  6. 8-K · Current report

    Report date 2026-07-15 · 0000895421-26-000207 · Items 2.02,9.01

  7. 8-K · Current report

    Report date 2026-06-24 · 0000950103-26-009448 · Items 8.01,9.01

  8. 4 · Ownership change

    Report date 2026-06-01 · 0001628280-26-039865

  9. 4 · Ownership change

    Report date 2026-06-01 · 0001628280-26-039864

  10. 4 · Ownership change

    Report date 2026-06-01 · 0001628280-26-039863

  11. 4 · Ownership change

    Report date 2026-06-01 · 0001628280-26-039862

  12. 8-K · Current report

    Report date 2026-05-14 · 0000950103-26-007291 · Items 5.07

  13. 10-Q · Quarterly report

    Report date 2026-03-31 · 0000895421-26-000121

  14. 8-K · Current report

    Report date 2026-04-15 · 0000895421-26-000111 · Items 2.02,9.01

  15. DEF 14A · Proxy statement

    Report date 2026-05-14 · 0001140361-26-012975

  16. 10-K · Annual report

    Report date 2025-12-31 · 0000895421-26-000086

  17. 8-K · Current report

    Report date 2026-02-11 · 0000950103-26-001967 · Items 8.01

  18. 8-K · Current report

    Report date 2026-01-15 · 0000895421-26-000007 · Items 2.02,7.01,9.01

  19. 10-Q · Quarterly report

    Report date 2025-09-30 · 0000895421-25-000539

  20. 8-K · Current report

    Report date 2025-10-15 · 0000895421-25-000535 · Items 2.02,9.01

  21. 8-K · Current report

    Report date 2025-09-30 · 0000950103-25-012581 · Items 8.01,9.01

  22. 8-K · Current report

    Report date 2025-09-23 · 0000950103-25-012045 · Items 8.01,9.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-09-07 · 2026 Q2: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 12 transaction rows12SGrant / award: 17 transaction rows17AExercise / conversion: 0 transaction rows0MTax / exercise payment: 1 transaction rows1FGift: 4 transaction rows4G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

34 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-06-01
2026-06-02
NALLY DENNIS MA · Grant / award
Acquired
Common Stock1309.780.0
2026-06-01
2026-06-02
NALLY DENNIS MA · Grant / award
Acquired
Common Stock345.3209.96
2026-06-01
2026-06-02
WILKINS RAYFORD JRA · Grant / award
Acquired
Common Stock1309.780.0
2026-06-01
2026-06-02
BUTLER MEGANA · Grant / award
Acquired
Common Stock1309.780.0
2026-06-01
2026-06-02
BUTLER MEGANF · Tax / exercise payment
Disposed
Common Stock190.0209.96
2026-06-01
2026-06-02
James Erika HA · Grant / award
Acquired
Common Stock1309.780.0
2026-06-01
2026-06-02
GOOD LYNN JA · Grant / award
Acquired
Common Stock1309.780.0
2026-06-01
2026-06-02
GOOD LYNN JA · Grant / award
Acquired
Common Stock273.86209.96
2026-06-01
2026-06-02
TRAQUINA PERRY MA · Grant / award
Acquired
Common Stock1309.780.0
2026-06-01
2026-06-02
TRAQUINA PERRY MA · Grant / award
Acquired
Common Stock369.12209.96
2026-06-01
2026-06-02
Peterson Douglas L.A · Grant / award
Acquired
Common Stock273.86209.96
2026-06-01
2026-06-02
Peterson Douglas L.A · Grant / award
Acquired
Common Stock1309.780.0
2026-06-01
2026-06-02
Miscik Judith AA · Grant / award
Acquired
Common Stock1309.780.0
2026-06-01
2026-06-02
Herz Robert HA · Grant / award
Acquired
Common Stock1309.780.0
2026-06-01
2026-06-02
Leibowitz Shelley BA · Grant / award
Acquired
Common Stock1309.780.0
2026-06-01
2026-06-02
GLOCER THOMAS HA · Grant / award
Acquired
Common Stock512.0209.96
2026-06-01
2026-06-02
GLOCER THOMAS HA · Grant / award
Acquired
Common Stock1309.780.0
2026-06-01
2026-06-02
SCHAPIRO MARY LA · Grant / award
Acquired
Common Stock1309.780.0
2026-04-20
2026-04-20
GROSSMAN ERIC FS · Sale
Disposed
Common Stock5559.0190.0
2026-04-20
2026-04-20
GROSSMAN ERIC FS · Sale
Disposed
Common Stock5559.0191.5
2026-04-17
2026-04-17
SIMKOWITZ DANIEL AS · Sale
Disposed
Common Stock14690.0189.24
2026-04-17
2026-04-17
SIMKOWITZ DANIEL AG · Gift
Disposed
Common Stock8000.00.0
2026-04-16
2026-04-17
SAPERSTEIN ANDREW MS · Sale
Disposed
Common Stock3190.0191.3
2026-04-16
2026-04-17
SAPERSTEIN ANDREW MS · Sale
Disposed
Common Stock6584.0187.2
2026-04-16
2026-04-17
SAPERSTEIN ANDREW MS · Sale
Disposed
Common Stock33541.0188.37
2026-04-16
2026-04-17
SAPERSTEIN ANDREW MS · Sale
Disposed
Common Stock6353.0189.15
2026-04-16
2026-04-17
SAPERSTEIN ANDREW MS · Sale
Disposed
Common Stock1400.0190.44
2026-04-16
2026-04-17
SAPERSTEIN ANDREW MS · Sale
Disposed
Common Stock600.0192.12
2026-04-16
2026-04-17
YESHAYA SHARONG · Gift
Acquired
Common Stock9172.00.0
2026-04-16
2026-04-17
YESHAYA SHARONG · Gift
Disposed
Common Stock9172.00.0
2026-04-16
2026-04-17
CRAWLEY MANDELLS · Sale
Disposed
Common Stock13283.0188.38
2026-04-16
2026-04-17
CRAWLEY MANDELLS · Sale
Disposed
Common Stock300.0189.05
2026-04-16
2026-04-17
CRAWLEY MANDELLG · Gift
Disposed
Common Stock1053.00.0
2026-04-16
2026-04-17
CRAWLEY MANDELLS · Sale
Disposed
Common Stock2546.0187.25

Identity & relationships

Wikidata structured data · retrieved 2026-09-07 · 1611 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0000895421MORGAN STANLEY
Morgan Stanley Wealth ManagementE-Trade

Showing 2 of 2 imported Wikidata subsidiary claims. Additional aliases appear below.

No parent relationship is available in this import; this is not proof of independence.

Legal Entity Identifier
IGJSJL3JD5P30I6NJZ34
GLEIF legal name
MORGAN STANLEY
Entity / LEI registration status
ACTIVE / ISSUED
Reference data updated
2025-10-15T13:29:44Z

direct-parent: no parent LEI supplied

ultimate-parent: no parent LEI supplied

GLEIF legal entity reference data · retrieved 2026-09-07 · 1177 checked identities; 0 unavailable records

Search names and former names

View Wikidata identity and references ↗

  • Morgan Stanley & Co. · alias · wikidata
  • Morgan Stanley Wealth Management · subsidiary · wikidata
  • Morgan Stanley Smith Barney · subsidiary · wikidata
  • E-Trade · subsidiary · wikidata
  • E-Trade Financial Corporation · subsidiary · wikidata
  • E*TRADE · subsidiary · wikidata
  • MORGAN STANLEY · former SEC name · 1999-11-23 to 2026-09-04
  • MORGAN STANLEY · former SEC name · 1999-11-23 to 2026-09-04
  • MORGAN STANLEY DEAN WITTER & CO · former SEC name · 1993-11-08 to 2002-07-12
  • MORGAN STANLEY DEAN WITTER DISCOVER & CO · former SEC name · 1997-06-19 to 1998-03-18
  • DEAN WITTER DISCOVER & CO · former SEC name · 1996-08-14 to 1997-05-08
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Revenue in constant purchasing power

USD revenue expressed in 2026-07 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

No USD annual revenue periods with complete CPI coverage are available. Non-USD statements are not converted with U.S. CPI.

Bureau of Labor Statistics · retrieved 2026-09-07 · 9 selected series; gaps remain missing

Explore the CPI history ↗