| ABBV — Morgan Stanley IRA - X141 ⇒ AbbVie Inc. (ABBV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Annual not_reported · P · $1,001 - $15,000 | Aug 30, 2023 | Sep 14, 2026 |
| JCI — Morgan Stanley IRA - X141 ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 52 · Annual not_reported · S (partial) · $1,001 - $15,000 | Aug 30, 2023 | Sep 14, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000 | Aug 30, 2023 | Sep 12, 2026 |
| JCI — Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Aug 30, 2023 | Sep 12, 2026 |
| JNJ — Morgan Stanley IRA - X141 ⇒ Johnson & Johnson (JNJ) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Annual not_reported · S (partial) · $1,001 - $15,000 | Aug 10, 2023 | Sep 14, 2026 |
| KVUE — Morgan Stanley IRA - X141 ⇒ Kenvue Inc. (KVUE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 57 · Annual not_reported · P · $1,001 - $15,000 | Aug 10, 2023 | Sep 14, 2026 |
| WTW — Morgan Stanley IRA - X142 ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 223 · Annual not_reported · S · $1,001 - $15,000 | Aug 10, 2023 | Sep 14, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Aug 10, 2023 | Sep 12, 2026 |
| KVUE — Kenvue Inc. (KVUE) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr not_reported · P · $1,001 - $15,000 | Aug 10, 2023 | Sep 12, 2026 |
| WTW — Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr not_reported · S · $1,001 - $15,000 | Aug 10, 2023 | Sep 12, 2026 |
| IFF — Morgan Stanley IRA - X142 ⇒ International Flavors & Fragrances, Inc. (IFF) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 178 · Annual not_reported · S · $1,001 - $15,000 | Aug 9, 2023 | Sep 14, 2026 |
| WTW — Morgan Stanley IRA - X142 ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 224 · Annual not_reported · S (partial) · $1,001 - $15,000 | Aug 9, 2023 | Sep 14, 2026 |
| IFF — International Flavors & Fragrances, Inc. (IFF) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · S · $1,001 - $15,000 | Aug 9, 2023 | Sep 12, 2026 |
| WTW — Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Aug 9, 2023 | Sep 12, 2026 |
| NSP — Morgan Stanley IRA - X142 ⇒ Insperity, Inc. (NSP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 175 · Annual not_reported · S · $1,001 - $15,000 | Aug 7, 2023 | Sep 14, 2026 |
| NSP — Insperity, Inc. (NSP) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · S · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| FLR — Morgan Stanley IRA - X142 ⇒ Fluor Corporation (FLR) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 161 · Annual not_reported · S (partial) · $1,001 - $15,000 | Aug 4, 2023 | Sep 14, 2026 |
| NSP — Morgan Stanley IRA - X142 ⇒ Insperity, Inc. (NSP) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 176 · Annual not_reported · S (partial) · $1,001 - $15,000 | Aug 4, 2023 | Sep 14, 2026 |
| LBRDK — Morgan Stanley IRA - X142 ⇒ Liberty Broadband Corporation - Class C (LBRDK) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 186 · Annual not_reported · S (partial) · $1,001 - $15,000 | Aug 4, 2023 | Sep 14, 2026 |
| SEDG — Morgan Stanley IRA - X142 ⇒ SolarEdge Technologies, Inc. (SEDG) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 202 · Annual not_reported · S · $1,001 - $15,000 | Aug 4, 2023 | Sep 14, 2026 |
| FLR — Fluor Corporation (FLR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Aug 4, 2023 | Sep 12, 2026 |
| NSP — Insperity, Inc. (NSP) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Aug 4, 2023 | Sep 12, 2026 |
| LBRDK — Liberty Broadband Corporation - Class C (LBRDK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Aug 4, 2023 | Sep 12, 2026 |
| SEDG — SolarEdge Technologies, Inc. (SEDG) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr not_reported · S · $1,001 - $15,000 | Aug 4, 2023 | Sep 12, 2026 |
| KVUE — Morgan Stanley IRA - X141 ⇒ Kenvue Inc. (KVUE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 58 · Annual not_reported · P · $1,001 - $15,000 | Aug 3, 2023 | Sep 14, 2026 |
| PLD — Morgan Stanley IRA - X141 ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 102 · Annual not_reported · P · $1,001 - $15,000 | Aug 3, 2023 | Sep 14, 2026 |
| KVUE — Kenvue Inc. (KVUE) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr not_reported · P · $1,001 - $15,000 | Aug 3, 2023 | Sep 12, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr not_reported · P · $1,001 - $15,000 | Aug 3, 2023 | Sep 12, 2026 |
| KVUE — Morgan Stanley IRA - X141 ⇒ Kenvue Inc. (KVUE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 59 · Annual not_reported · P · $1,001 - $15,000 | Aug 2, 2023 | Sep 14, 2026 |
| MRK — Morgan Stanley IRA - X141 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 69 · Annual not_reported · S (partial) · $1,001 - $15,000 | Aug 2, 2023 | Sep 14, 2026 |
| PLD — Morgan Stanley IRA - X141 ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Annual not_reported · P · $1,001 - $15,000 | Aug 2, 2023 | Sep 14, 2026 |
| TXN — Morgan Stanley IRA - X141 ⇒ Texas Instruments Incorporated (TXN) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 113 · Annual not_reported · S (partial) · $1,001 - $15,000 | Aug 2, 2023 | Sep 14, 2026 |
| KVUE — Kenvue Inc. (KVUE) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr not_reported · P · $1,001 - $15,000 | Aug 2, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Aug 2, 2023 | Sep 12, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr not_reported · P · $1,001 - $15,000 | Aug 2, 2023 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Aug 2, 2023 | Sep 12, 2026 |
| MS — Morgan Stanley IRA - X141 ⇒ Morgan Stanley (MS) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 72 · Annual not_reported · S (partial) · $1,001 - $15,000 | Jul 26, 2023 | Sep 14, 2026 |
| TGT — Morgan Stanley IRA - X141 ⇒ Target Corporation (TGT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 111 · Annual not_reported · P · $1,001 - $15,000 | Jul 26, 2023 | Sep 14, 2026 |
| MS — Morgan Stanley (MS) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Jul 26, 2023 | Sep 12, 2026 |
| TGT — Target Corporation (TGT) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Ptr not_reported · P · $1,001 - $15,000 | Jul 26, 2023 | Sep 12, 2026 |
| LKQ — Morgan Stanley IRA - X142 ⇒ LKQ Corporation (LKQ) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 189 · Annual not_reported · P · $1,001 - $15,000 | Jul 14, 2023 | Sep 14, 2026 |
| WRB — Morgan Stanley IRA - X142 ⇒ W.R. Berkley Corporation (WRB) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 218 · Annual not_reported · P · $1,001 - $15,000 | Jul 14, 2023 | Sep 14, 2026 |
| LKQ — LKQ Corporation (LKQ) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr not_reported · P · $1,001 - $15,000 | Jul 14, 2023 | Sep 12, 2026 |
| WRB — W.R. Berkley Corporation (WRB) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr not_reported · P · $1,001 - $15,000 | Jul 14, 2023 | Sep 12, 2026 |
| DUK — Morgan Stanley IRA - X141 ⇒ Duke Energy Corporation (DUK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Annual not_reported · P · $1,001 - $15,000 | Jul 13, 2023 | Sep 14, 2026 |
| MAR — Morgan Stanley IRA - X141 ⇒ Marriott International - Class A (MAR) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 64 · Annual not_reported · S (partial) · $1,001 - $15,000 | Jul 13, 2023 | Sep 14, 2026 |
| DUK — Duke Energy Corporation (DUK) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · P · $1,001 - $15,000 | Jul 13, 2023 | Sep 12, 2026 |
| MAR — Marriott International - Class A (MAR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Jul 13, 2023 | Sep 12, 2026 |
| NXPI — Morgan Stanley IRA - X141 ⇒ NXP Semiconductors N.V. (NXPI) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 79 · Annual not_reported · S (partial) · $1,001 - $15,000 | Jul 12, 2023 | Sep 14, 2026 |
| PLD — Morgan Stanley IRA - X141 ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 101 · Annual not_reported · P · $1,001 - $15,000 | Jul 12, 2023 | Sep 14, 2026 |