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Insider Information:   Fleming Gregory J
Relationship:   President-Wealth & Inv...
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   498,821    

Indirect Shares

  104,550      
Direct Value   $47,701,419    

Indirect Value

  $9,984,525      
Total Shares   603,371      
Total Value   $57,685,944      


BlackRock Inc A
 $73,086 Morgan Stanley
 $47,628,333 BlackRock Inc A
 $73,086 Morgan Stanley
 $47,628,333
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Merrill Lynch & Co Inc MER President 2009-01-01 0 0    Premium*  
            BlackRock Inc A BLK Director 2006-09-29 95 0    Premium*  
            Morgan Stanley MS President-Wealth & Inv... 2015-07-23 498,726 2015-07-23 104,550    Premium*  
* Premium Members only  

Records found :    59         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MS Morgan Stanley President-Wealth & Invest Mgt   •       –      –    2014-01-28 4 D $29.99 $565,847 D/D (18,871) 437,298 0 -
MS Morgan Stanley President-Wealth & Invest Mgt   •       –      –    2014-01-28 4 A $0.00 $0 D/D 36,592 456,169 0 -
MS Morgan Stanley President-Wealth & Invest Mgt   •       –      –    2014-07-22 4 S $33.02 $3,301,730 D/D (100,000) 438,430 0 -
MS Morgan Stanley President-Wealth & Invest Mgt   •       –      –    2014-07-22 4 OE $22.98 $2,298,000 D/D 100,000 538,430 0 -
MS Morgan Stanley President-Wealth & Invest Mgt   •       –      –    2015-01-21 4 D $34.75 $2,094,348 D/D (60,269) 463,533 0 -
MS Morgan Stanley President-Wealth & Invest Mgt   •       –      –    2015-01-21 4 A $0.00 $0 D/D 84,048 523,803 0 -
MS Morgan Stanley President-Wealth & Invest Mgt   •       –      –    2015-03-02 4 D $35.79 $1,835,884 D/D (51,296) 512,195 0 -
MS Morgan Stanley President-Wealth & Invest Mgt   •       –      –    2015-03-02 4 A $0.00 $0 D/D 99,468 563,491 0 -
MS Morgan Stanley President-Wealth & Invest Mgt   •       –      –    2015-07-23 4 GD $0.00 $0 D/D 14,909 498,726 0 -

  59  Records found
  1   2   3     
  Page 3 of 3  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed