| JPM — Morgan Stanley INH IRA ⇒ JP Morgan Chase & Co. (JPM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 97 · Annual not_reported · P · $1,001 - $15,000 | May 30, 2023 | Sep 14, 2026 |
| JPM — Morgan Stanley INH IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 99 · Annual not_reported · P · $1,001 - $15,000 | May 30, 2023 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | May 30, 2023 | Sep 12, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr not_reported · S (partial) · $1,001 - $15,000 Original ↗ · Row 3 · Annual not_reported · S (partial) · $1,001 - $15,000 | Apr 21, 2023 | Sep 12, 2026 |
| CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual not_reported · S · $1,001 - $15,000 | Apr 20, 2023 | Sep 14, 2026 |
| Not reported — Morgan Stanley (JT) ⇒ Cisco Systems, Inc. (CSCO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 45 · Annual not_reported · S · $1,001 - $15,000 | Apr 20, 2023 | Sep 14, 2026 |
| Not reported — Morgan Stanley (JT) ⇒ Exxon Mobil Corporation (XOM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Annual not_reported · P · $1,001 - $15,000 | Apr 20, 2023 | Sep 14, 2026 |
| CSCO — Cisco Systems, Inc. (CSCO) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000 | Apr 20, 2023 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation (XOM) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 | Apr 20, 2023 | Sep 12, 2026 |
| MSFT — Morgan Stanley INH IRA ⇒ Microsoft Corporation (MSFT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 111 · Annual not_reported · S (partial) · $1,001 - $15,000 | Feb 3, 2023 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Feb 3, 2023 | Sep 12, 2026 |
| BAX — Baxter International Inc. Common Stock (BAX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual not_reported · S · $1,001 - $15,000 | Jan 20, 2023 | Sep 14, 2026 |
| BAX — Morgan Stanley ⇒ Baxter International Inc. (BAX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Annual not_reported · S · $1,001 - $15,000 | Jan 20, 2023 | Sep 14, 2026 |
| BAX — Baxter International Inc. (BAX) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · S · $1,001 - $15,000 | Jan 20, 2023 | Sep 12, 2026 |
| ELV — Morgan Stanley ⇒ Elevance Health, Inc. (ELV) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Annual not_reported · S (partial) · $1,001 - $15,000 | Jan 3, 2023 | Sep 14, 2026 |
| ELV — Elevance Health, Inc. (ELV) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Jan 3, 2023 | Sep 12, 2026 |
| DG — Morgan Stanley ⇒ Dollar General Corporation (DG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual not_reported · P · $1,001 - $15,000 | Dec 21, 2022 | Sep 14, 2026 |
| MCD — Morgan Stanley ⇒ McDonald's Corporation (MCD) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Annual not_reported · S (partial) · $1,001 - $15,000 | Dec 21, 2022 | Sep 14, 2026 |
| MA — Mastercard Incorporated (MA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual not_reported · P · $1,001 - $15,000 | Dec 7, 2022 | Sep 14, 2026 |
| CMCSA — Morgan Stanley ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Annual not_reported · P · $1,001 - $15,000 | Dec 7, 2022 | Sep 14, 2026 |
| MA — Mastercard Incorporated (MA) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 | Dec 7, 2022 | Sep 12, 2026 |
| AMZN — Morgan Stanley ⇒ Amazon.com, Inc. (AMZN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual not_reported · P · $1,001 - $15,000 | Nov 18, 2022 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Nov 18, 2022 | Sep 12, 2026 |
| AAPL — Morgan Stanley INH IRA ⇒ Apple Inc. (AAPL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 53 · Annual not_reported · P · $1,001 - $15,000 | Nov 17, 2022 | Sep 14, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 | Nov 17, 2022 | Sep 12, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Annual not_reported · P · $1,001 - $15,000 | Oct 8, 2022 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Oct 8, 2022 | Sep 12, 2026 |
| WRK — Morgan Stanley INH IRA ⇒ Westrock Company (WRK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 127 · Annual not_reported · S · $1,001 - $15,000 | Sep 27, 2022 | Sep 14, 2026 |
| WRK — Westrock Company (WRK) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · S · $1,001 - $15,000 | Sep 27, 2022 | Sep 12, 2026 |
| CMCSA — Morgan Stanley ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual not_reported · S · $1,001 - $15,000 | Sep 15, 2022 | Sep 14, 2026 |
| IFF — Morgan Stanley ⇒ International Flavors & Fragrances, Inc. (IFF) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual not_reported · S (partial) · $1,001 - $15,000 | Sep 15, 2022 | Sep 14, 2026 |
| MA — Morgan Stanley ⇒ Mastercard Incorporated (MA) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Annual not_reported · S (partial) · $1,001 - $15,000 | Sep 15, 2022 | Sep 14, 2026 |
| CMCSA — Comcast Corporation - Class A (CMCSA) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000 | Sep 15, 2022 | Sep 12, 2026 |
| IFF — International Flavors & Fragrances, Inc. (IFF) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Sep 15, 2022 | Sep 12, 2026 |
| MA — Mastercard Incorporated (MA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Sep 15, 2022 | Sep 12, 2026 |
| GOOG — Morgan Stanley INH IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 49 · Annual not_reported · P · $1,001 - $15,000 | Aug 10, 2022 | Sep 14, 2026 |
| AMZN — Morgan Stanley INH IRA ⇒ Amazon.com, Inc. (AMZN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Annual not_reported · P · $1,001 - $15,000 | Aug 10, 2022 | Sep 14, 2026 |
| MSFT — Morgan Stanley INH IRA ⇒ Microsoft Corporation (MSFT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 113 · Annual not_reported · P · $1,001 - $15,000 | Aug 10, 2022 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Aug 10, 2022 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 | Aug 10, 2022 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · P · $1,001 - $15,000 | Aug 10, 2022 | Sep 12, 2026 |
| ABT — Morgan Stanley ⇒ Abbott Laboratories (ABT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual not_reported · P · $1,001 - $15,000 | Jul 15, 2022 | Sep 14, 2026 |
| BAX — Morgan Stanley ⇒ Baxter International Inc. (BAX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Annual not_reported · P · $1,001 - $15,000 | Jul 15, 2022 | Sep 14, 2026 |
| WMT — Morgan Stanley ⇒ Walmart Inc. (WMT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual not_reported · P · $1,001 - $15,000 | Jul 15, 2022 | Sep 14, 2026 |
| TJX — Morgan Stanley INH IRA ⇒ TJX Companies, Inc. (TJX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 122 · Annual not_reported · P · $1,001 - $15,000 | Jul 15, 2022 | Sep 14, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 | Jul 15, 2022 | Sep 12, 2026 |
| ABT — Abbott Laboratories (ABT) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Jul 15, 2022 | Sep 12, 2026 |
| BAX — Baxter International Inc. (BAX) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 | Jul 15, 2022 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000 | Jul 15, 2022 | Sep 12, 2026 |
| ABT — Morgan Stanley ⇒ Abbott Laboratories (ABT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Annual not_reported · S (partial) · $1,001 - $15,000 | Jun 16, 2022 | Sep 14, 2026 |