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Disclosed trades
Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.
Loading disclosed trades
Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.
191 reported transactions in 12 electronically filed reports; latest filed Aug 27, 2026.
Periodic Transaction Report · filed Mar 6, 2025 · House Clerk
West Pharmaceutical Services, Inc. Common StockWST
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (6)
Transaction date
Feb 13, 2025Filed 21 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Dependent child
Notified / status
Notified Feb 28, 2025New
Disclosed 21 days after the trade. WST closed at $199.11 on Feb 13, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeFeb 14, 2025
Feb 14, 2025
$214.73
+7.84%
$628 gain missed
Day of disclosureMar 6, 2025
Mar 6, 2025
$232.76
+16.9%
$1,352 gain missed
30 days afterMar 17, 2025
Mar 17, 2025
$231.46
+16.2%
$1,300 gain missed
90 days afterMay 14, 2025
May 14, 2025
$206.69
+3.81%
$305 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$388.78
+95.3%
$7,622 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Feb 13, 2025Filed 21 days later
Dependent child
West Pharmaceutical Services, Inc. Common StockWSTStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (6)
Sale
$1,001 - $15,000
Notified Feb 28, 2025New
Disclosed 21 days after the trade. WST closed at $199.11 on Feb 13, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeFeb 14, 2025
Feb 14, 2025
$214.73
+7.84%
$628 gain missed
Day of disclosureMar 6, 2025
Mar 6, 2025
$232.76
+16.9%
$1,352 gain missed
30 days afterMar 17, 2025
Mar 17, 2025
$231.46
+16.2%
$1,300 gain missed
90 days afterMay 14, 2025
May 14, 2025
$206.69
+3.81%
$305 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$388.78
+95.3%
$7,622 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Feb 10, 2025 · House Clerk
Disclosed 26 days after the trade. ABT closed at $111.10 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$113.91
+2.53%
$202 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$131.31
+18.2%
$1,455 gain missed
30 days afterFeb 14, 2025
Feb 14, 2025
$130.61
+17.6%
$1,405 gain missed
90 days afterApr 15, 2025
Apr 15, 2025
$126.22
+13.6%
$1,089 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$102.45
−7.79%
$623 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Abbott Laboratories Common StockABT
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (5)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Dependent child
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. ABT closed at $111.10 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$113.91
+2.53%
$202 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$131.31
+18.2%
$1,455 gain missed
30 days afterFeb 14, 2025
Feb 14, 2025
$130.61
+17.6%
$1,405 gain missed
90 days afterApr 15, 2025
Apr 15, 2025
$126.22
+13.6%
$1,089 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$102.45
−7.79%
$623 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Abbott Laboratories Common StockABT
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (6)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Dependent child
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. ABT closed at $111.10 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$113.91
+2.53%
$202 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$131.31
+18.2%
$1,455 gain missed
30 days afterFeb 14, 2025
Feb 14, 2025
$130.61
+17.6%
$1,405 gain missed
90 days afterApr 15, 2025
Apr 15, 2025
$126.22
+13.6%
$1,089 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$102.45
−7.79%
$623 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
AbbVie Inc. Common StockABBV
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (5)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Dependent child
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. ABBV closed at $171.35 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$173.70
+1.37%
+$110 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$190.34
+11.1%
+$887 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$192.87
+12.6%
+$1,005 gain
90 days afterApr 15, 2025
Apr 15, 2025
$176.80
+3.18%
+$254 gain
Latest closeOct 20, 2026
Oct 20, 2026
$289.08
+68.7%
+$5,497 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
AbbVie Inc. Common StockABBV
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (1)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. ABBV closed at $171.35 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$173.70
+1.37%
+$110 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$190.34
+11.1%
+$887 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$192.87
+12.6%
+$1,005 gain
90 days afterApr 15, 2025
Apr 15, 2025
$176.80
+3.18%
+$254 gain
Latest closeOct 20, 2026
Oct 20, 2026
$289.08
+68.7%
+$5,497 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Canadian National Railway Company Common StockCNI
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (5)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Dependent child
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. CNI closed at $100.69 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$101.99
+1.29%
$103 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$102.50
+1.80%
$144 gain missed
30 days afterFeb 14, 2025
Feb 14, 2025
$101.59
+0.89%
$72 gain missed
90 days afterApr 15, 2025
Apr 15, 2025
$98.46
−2.21%
$177 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$121.25
+20.4%
$1,634 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Canadian National Railway Company Common StockCNI
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (6)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Dependent child
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. CNI closed at $100.69 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$101.99
+1.29%
$103 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$102.50
+1.80%
$144 gain missed
30 days afterFeb 14, 2025
Feb 14, 2025
$101.59
+0.89%
$72 gain missed
90 days afterApr 15, 2025
Apr 15, 2025
$98.46
−2.21%
$177 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$121.25
+20.4%
$1,634 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Canadian National Railway Company Common StockCNI
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (1)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. CNI closed at $100.69 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$101.99
+1.29%
$103 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$102.50
+1.80%
$144 gain missed
30 days afterFeb 14, 2025
Feb 14, 2025
$101.59
+0.89%
$72 gain missed
90 days afterApr 15, 2025
Apr 15, 2025
$98.46
−2.21%
$177 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$121.25
+20.4%
$1,634 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Goldman Sachs Group, Inc.GS
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (1)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. GS closed at $605.92 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$612.99
+1.17%
+$93 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$650.53
+7.36%
+$589 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$660.55
+9.02%
+$721 gain
90 days afterApr 15, 2025
Apr 15, 2025
$507.89
−16.2%
−$1,294 loss
Latest closeOct 20, 2026
Oct 20, 2026
$884.81
+46.0%
+$3,683 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Goldman Sachs Group, Inc.GS
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (5)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Dependent child
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. GS closed at $605.92 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$612.99
+1.17%
+$93 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$650.53
+7.36%
+$589 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$660.55
+9.02%
+$721 gain
90 days afterApr 15, 2025
Apr 15, 2025
$507.89
−16.2%
−$1,294 loss
Latest closeOct 20, 2026
Oct 20, 2026
$884.81
+46.0%
+$3,683 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Goldman Sachs Group, Inc.GS
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (6)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Dependent child
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. GS closed at $605.92 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$612.99
+1.17%
+$93 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$650.53
+7.36%
+$589 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$660.55
+9.02%
+$721 gain
90 days afterApr 15, 2025
Apr 15, 2025
$507.89
−16.2%
−$1,294 loss
Latest closeOct 20, 2026
Oct 20, 2026
$884.81
+46.0%
+$3,683 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
McKesson Corporation Common StockMCK
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (1)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. MCK closed at $583.45 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$595.19
+2.01%
+$161 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$603.40
+3.42%
+$274 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$593.69
+1.76%
+$140 gain
90 days afterApr 15, 2025
Apr 15, 2025
$692.86
+18.8%
+$1,500 gain
Latest closeOct 20, 2026
Oct 20, 2026
$1,030.12
+76.6%
+$6,125 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
McKesson Corporation Common StockMCK
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (5)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Dependent child
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. MCK closed at $583.45 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$595.19
+2.01%
+$161 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$603.40
+3.42%
+$274 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$593.69
+1.76%
+$140 gain
90 days afterApr 15, 2025
Apr 15, 2025
$692.86
+18.8%
+$1,500 gain
Latest closeOct 20, 2026
Oct 20, 2026
$1,030.12
+76.6%
+$6,125 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Merck & Company, Inc. Common StockMRK
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (5)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Dependent child
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. MRK closed at $100.09 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$100.70
+0.61%
$49 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$86.40
−13.7%
$1,094 loss avoided
30 days afterFeb 14, 2025
Feb 14, 2025
$83.01
−17.1%
$1,365 loss avoided
90 days afterApr 15, 2025
Apr 15, 2025
$78.39
−21.7%
$1,735 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$148.30
+48.2%
$3,854 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Merck & Company, Inc. Common StockMRK
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (6)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Dependent child
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. MRK closed at $100.09 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$100.70
+0.61%
$49 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$86.40
−13.7%
$1,094 loss avoided
30 days afterFeb 14, 2025
Feb 14, 2025
$83.01
−17.1%
$1,365 loss avoided
90 days afterApr 15, 2025
Apr 15, 2025
$78.39
−21.7%
$1,735 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$148.30
+48.2%
$3,854 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Merck & Company, Inc. Common StockMRK
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (1)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. MRK closed at $100.09 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$100.70
+0.61%
$49 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$86.40
−13.7%
$1,094 loss avoided
30 days afterFeb 14, 2025
Feb 14, 2025
$83.01
−17.1%
$1,365 loss avoided
90 days afterApr 15, 2025
Apr 15, 2025
$78.39
−21.7%
$1,735 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$148.30
+48.2%
$3,854 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Stryker Corporation Common StockSYK
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (5)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Dependent child
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. SYK closed at $368.61 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$381.79
+3.58%
+$286 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$392.60
+6.51%
+$521 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$385.18
+4.50%
+$360 gain
90 days afterApr 15, 2025
Apr 15, 2025
$346.80
−5.92%
−$473 loss
Latest closeOct 20, 2026
Oct 20, 2026
$304.40
−17.4%
−$1,394 loss
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Stryker Corporation Common StockSYK
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Active Assets (6)
Transaction date
Jan 15, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Dependent child
Notified / status
Notified Jan 31, 2025New
Disclosed 26 days after the trade. SYK closed at $368.61 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$381.79
+3.58%
+$286 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$392.60
+6.51%
+$521 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$385.18
+4.50%
+$360 gain
90 days afterApr 15, 2025
Apr 15, 2025
$346.80
−5.92%
−$473 loss
Latest closeOct 20, 2026
Oct 20, 2026
$304.40
−17.4%
−$1,394 loss
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Jan 15, 2025Filed 26 days later
Member
Abbott Laboratories Common StockABTStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (1)
Sale
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. ABT closed at $111.10 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$113.91
+2.53%
$202 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$131.31
+18.2%
$1,455 gain missed
30 days afterFeb 14, 2025
Feb 14, 2025
$130.61
+17.6%
$1,405 gain missed
90 days afterApr 15, 2025
Apr 15, 2025
$126.22
+13.6%
$1,089 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$102.45
−7.79%
$623 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Dependent child
Abbott Laboratories Common StockABTStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (5)
Sale
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. ABT closed at $111.10 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$113.91
+2.53%
$202 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$131.31
+18.2%
$1,455 gain missed
30 days afterFeb 14, 2025
Feb 14, 2025
$130.61
+17.6%
$1,405 gain missed
90 days afterApr 15, 2025
Apr 15, 2025
$126.22
+13.6%
$1,089 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$102.45
−7.79%
$623 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Dependent child
Abbott Laboratories Common StockABTStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (6)
Sale
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. ABT closed at $111.10 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$113.91
+2.53%
$202 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$131.31
+18.2%
$1,455 gain missed
30 days afterFeb 14, 2025
Feb 14, 2025
$130.61
+17.6%
$1,405 gain missed
90 days afterApr 15, 2025
Apr 15, 2025
$126.22
+13.6%
$1,089 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$102.45
−7.79%
$623 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Dependent child
AbbVie Inc. Common StockABBVStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (5)
Purchase
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. ABBV closed at $171.35 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$173.70
+1.37%
+$110 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$190.34
+11.1%
+$887 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$192.87
+12.6%
+$1,005 gain
90 days afterApr 15, 2025
Apr 15, 2025
$176.80
+3.18%
+$254 gain
Latest closeOct 20, 2026
Oct 20, 2026
$289.08
+68.7%
+$5,497 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Member
AbbVie Inc. Common StockABBVStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (1)
Purchase
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. ABBV closed at $171.35 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$173.70
+1.37%
+$110 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$190.34
+11.1%
+$887 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$192.87
+12.6%
+$1,005 gain
90 days afterApr 15, 2025
Apr 15, 2025
$176.80
+3.18%
+$254 gain
Latest closeOct 20, 2026
Oct 20, 2026
$289.08
+68.7%
+$5,497 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Dependent child
Canadian National Railway Company Common StockCNIStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (5)
Sale
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. CNI closed at $100.69 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$101.99
+1.29%
$103 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$102.50
+1.80%
$144 gain missed
30 days afterFeb 14, 2025
Feb 14, 2025
$101.59
+0.89%
$72 gain missed
90 days afterApr 15, 2025
Apr 15, 2025
$98.46
−2.21%
$177 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$121.25
+20.4%
$1,634 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Dependent child
Canadian National Railway Company Common StockCNIStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (6)
Sale
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. CNI closed at $100.69 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$101.99
+1.29%
$103 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$102.50
+1.80%
$144 gain missed
30 days afterFeb 14, 2025
Feb 14, 2025
$101.59
+0.89%
$72 gain missed
90 days afterApr 15, 2025
Apr 15, 2025
$98.46
−2.21%
$177 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$121.25
+20.4%
$1,634 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Member
Canadian National Railway Company Common StockCNIStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (1)
Sale
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. CNI closed at $100.69 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$101.99
+1.29%
$103 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$102.50
+1.80%
$144 gain missed
30 days afterFeb 14, 2025
Feb 14, 2025
$101.59
+0.89%
$72 gain missed
90 days afterApr 15, 2025
Apr 15, 2025
$98.46
−2.21%
$177 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$121.25
+20.4%
$1,634 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Member
Goldman Sachs Group, Inc.GSStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (1)
Purchase
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. GS closed at $605.92 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$612.99
+1.17%
+$93 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$650.53
+7.36%
+$589 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$660.55
+9.02%
+$721 gain
90 days afterApr 15, 2025
Apr 15, 2025
$507.89
−16.2%
−$1,294 loss
Latest closeOct 20, 2026
Oct 20, 2026
$884.81
+46.0%
+$3,683 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Dependent child
Goldman Sachs Group, Inc.GSStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (5)
Purchase
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. GS closed at $605.92 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$612.99
+1.17%
+$93 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$650.53
+7.36%
+$589 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$660.55
+9.02%
+$721 gain
90 days afterApr 15, 2025
Apr 15, 2025
$507.89
−16.2%
−$1,294 loss
Latest closeOct 20, 2026
Oct 20, 2026
$884.81
+46.0%
+$3,683 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Dependent child
Goldman Sachs Group, Inc.GSStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (6)
Purchase
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. GS closed at $605.92 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$612.99
+1.17%
+$93 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$650.53
+7.36%
+$589 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$660.55
+9.02%
+$721 gain
90 days afterApr 15, 2025
Apr 15, 2025
$507.89
−16.2%
−$1,294 loss
Latest closeOct 20, 2026
Oct 20, 2026
$884.81
+46.0%
+$3,683 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Member
McKesson Corporation Common StockMCKStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (1)
Purchase
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. MCK closed at $583.45 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$595.19
+2.01%
+$161 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$603.40
+3.42%
+$274 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$593.69
+1.76%
+$140 gain
90 days afterApr 15, 2025
Apr 15, 2025
$692.86
+18.8%
+$1,500 gain
Latest closeOct 20, 2026
Oct 20, 2026
$1,030.12
+76.6%
+$6,125 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Dependent child
McKesson Corporation Common StockMCKStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (5)
Purchase
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. MCK closed at $583.45 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$595.19
+2.01%
+$161 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$603.40
+3.42%
+$274 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$593.69
+1.76%
+$140 gain
90 days afterApr 15, 2025
Apr 15, 2025
$692.86
+18.8%
+$1,500 gain
Latest closeOct 20, 2026
Oct 20, 2026
$1,030.12
+76.6%
+$6,125 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Dependent child
Merck & Company, Inc. Common StockMRKStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (5)
Sale
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. MRK closed at $100.09 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$100.70
+0.61%
$49 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$86.40
−13.7%
$1,094 loss avoided
30 days afterFeb 14, 2025
Feb 14, 2025
$83.01
−17.1%
$1,365 loss avoided
90 days afterApr 15, 2025
Apr 15, 2025
$78.39
−21.7%
$1,735 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$148.30
+48.2%
$3,854 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Dependent child
Merck & Company, Inc. Common StockMRKStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (6)
Sale
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. MRK closed at $100.09 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$100.70
+0.61%
$49 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$86.40
−13.7%
$1,094 loss avoided
30 days afterFeb 14, 2025
Feb 14, 2025
$83.01
−17.1%
$1,365 loss avoided
90 days afterApr 15, 2025
Apr 15, 2025
$78.39
−21.7%
$1,735 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$148.30
+48.2%
$3,854 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Member
Merck & Company, Inc. Common StockMRKStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (1)
Sale
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. MRK closed at $100.09 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 16, 2025
Jan 16, 2025
$100.70
+0.61%
$49 gain missed
Day of disclosureFeb 10, 2025
Feb 10, 2025
$86.40
−13.7%
$1,094 loss avoided
30 days afterFeb 14, 2025
Feb 14, 2025
$83.01
−17.1%
$1,365 loss avoided
90 days afterApr 15, 2025
Apr 15, 2025
$78.39
−21.7%
$1,735 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$148.30
+48.2%
$3,854 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Dependent child
Stryker Corporation Common StockSYKStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (5)
Purchase
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. SYK closed at $368.61 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$381.79
+3.58%
+$286 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$392.60
+6.51%
+$521 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$385.18
+4.50%
+$360 gain
90 days afterApr 15, 2025
Apr 15, 2025
$346.80
−5.92%
−$473 loss
Latest closeOct 20, 2026
Oct 20, 2026
$304.40
−17.4%
−$1,394 loss
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 15, 2025Filed 26 days later
Dependent child
Stryker Corporation Common StockSYKStocks (including ADRs) [ST]Held in: Morgan Stanley Active Assets (6)
Purchase
$1,001 - $15,000
Notified Jan 31, 2025New
Disclosed 26 days after the trade. SYK closed at $368.61 on Jan 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 16, 2025
Jan 16, 2025
$381.79
+3.58%
+$286 gain
Day of disclosureFeb 10, 2025
Feb 10, 2025
$392.60
+6.51%
+$521 gain
30 days afterFeb 14, 2025
Feb 14, 2025
$385.18
+4.50%
+$360 gain
90 days afterApr 15, 2025
Apr 15, 2025
$346.80
−5.92%
−$473 loss
Latest closeOct 20, 2026
Oct 20, 2026
$304.40
−17.4%
−$1,394 loss
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
