| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | MORGAN STANLEY & CO LLC |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $1,230,000 |
| Client | Filings | Total Income |
|---|---|---|
| MORGAN STANLEY & CO LLC | 79 | — |
| Name | Disclosed Prior Position |
|---|---|
| EMILY M ALTMAN | |
| PHILIP AUSTIN | |
| ANN M. BAILEY | |
| SAMUEL J BAPTISTA | |
| JANE D CARLIN | |
| KELLY MCNAMARA CORLEY | |
| WESTON COULAM | SENATE CMTE ON SM. BUS. & ENTREPRENEURSHIP |
| BARRETT J DAVID | |
| WILLIAM R HARMAN | |
| JEFFREY R HOLZSCHUH | |
| JENNIFER JACOBY | |
| DAVID KEMPS | |
| THOMAS MCCROCKLIN | |
| RAYMOND A MESSINA | N/A |
| THOMAS R NIDES | |
| KRISTIN ROESSER | N/A |
| TIMOTHY R SCHWARZ | |
| JUSTIN S SIMPSON | |
| MICHAEL STEIN | N/A |
| JOSHUA WILSUSEN | N/A |