How much have SMITH BARNEY-listed donors given federally?

LobbyVault attributes $5,882,332 to the SMITH BARNEY employer string, from 13,479 contributions and 678 donors. These are itemized individual receipts, not a successor firm’s PAC and not a NAICS securities total. Unitemized gifts and non-federal filings are omitted. Figures on this answer are limited to that FEC employer string as indexed on LobbyVault.

Is this Morgan Stanley corporate political spending?

No. The $5,882,332 total is individual contributions whose employer text grouped to SMITH BARNEY. MORGAN STANLEY, successor legal names, and committee PAC filings are other FEC categories. LobbyVault does not fold those documents into this industry row. Figures are limited to that FEC employer string as indexed on LobbyVault.

Does this include Paine Webber or Merrill Lynch employees?

No. PAINE WEBBER and MERRILL LYNCH are separate employer strings with their own pages. A receipt counted here carries the grouped text SMITH BARNEY. Staff who typed only BROKER are in that title row instead. Figures on this answer are limited to that FEC employer string as indexed on LobbyVault.

How many unique donors listed SMITH BARNEY?

The rollup counts 678 donors and 13,479 contribution lines. Repeat gifts raise the receipt count. This is not an alumni headcount from a successor firm. Figures are limited to the FEC string as indexed on LobbyVault; unitemized gifts and non-federal filings are omitted.

← All guides

SMITH BARNEY as FEC employer text: $5.9 million

FEC.gov aggregates on LobbyVault assign $5,882,332 to the employer string SMITH BARNEY. The cluster is 13,479 contributions from 678 donors. That text is a historical broker name as typed on itemized individual receipts, not a NAICS securities total, not Morgan Stanley Smith Barney as a longer successor string, and not a firm PAC. PAINE WEBBER, MERRILL LYNCH, MORGAN STANLEY, and SALOMON BROTHERS remain sibling keys.

Key figures

SMITH BARNEY as FEC employer text totals $5,882,332 from 678 donors.
13,479 contribution lines sit under that legacy broker string.
PAINE WEBBER, MERRILL LYNCH, and MORGAN STANLEY are separate FEC keys.
The label is self-reported form text, not a NAICS industry or successor PAC total.

A wirehouse brand that still groups after the merger

Filers keep typing names they used on older W-2s and business cards. SMITH BARNEY is one of those strings. LobbyVault ranks the grouped text; it does not merge it into MORGAN STANLEY. The $5,882,332 total is itemized individual gifts whose employer field grouped here. It is not a successor firm’s current PAC.

People who typed MORGAN STANLEY SMITH BARNEY, CITIGROUP SMITH BARNEY, PAINE WEBBER, MERRILL LYNCH, or BROKER without a firm sit in other rows. LobbyVault does not recode merger history into a single wirehouse key.

Brokers who moved under a Morgan Stanley letterhead and kept typing SMITH BARNEY stay in these 678 donors on those receipts. Brokers who updated the box leave the key. LobbyVault records the text.

678 donors and 13,479 receipts

678 unique donors produced 13,479 SMITH BARNEY contribution lines totaling $5,882,332. That is on the order of 20 itemized receipts per donor. Alumni who still type the pre-merger name share the string with anyone whose receipt carried the same letters. The packet does not publish a mean gift or an active-versus-retired split.

Party share is not on the industry headline. Independent expenditures and committee PAC filings in a successor firm’s name are outside the $5,882,332 unless the individual receipt itself lists SMITH BARNEY. Unitemized gifts never appear.

13,479 lines totaling $5,882,332 are itemized federal individual receipts. MORGAN STANLEY as a separate firm key is not added into this total.

Paine Webber, Merrill, and title rows

PAINE WEBBER, MERRILL LYNCH, MORGAN STANLEY, GOLDMAN SACHS, and SALOMON BROTHERS are separate employer-name keys. Combining them with SMITH BARNEY would mix distinct FEC fields. This page reports $5,882,332 for SMITH BARNEY only.

Occupation pages show titles stored beside the firm. BROKER, BANKER, and INVESTMENT BANKER exist as industry keys when donors put the function in the employer box.

Donor table

The SMITH BARNEY donor table lists disclosed names, amounts, and recipient committees. A large gift is a public individual contribution. LobbyVault does not attach a trade, an SEC matter, or a motive to that line. The FEC field is not a FINRA roster.

Repeat names are expected among 13,479 lines from 678 people. Follow committees on the table for party and office. This page does not assign a partisan percentage to the legacy broker string.

SMITH BARNEY on the table is legacy letterhead, not MORGAN STANLEY as stored. 13,479 lines from 678 donors totaling $5,882,332 stay on this house name. PAINE WEBBER and MERRILL LYNCH remain other keys. BROKER as a title is a different page. Alumni who still type SMITH BARNEY remain in the 678.

Source

FEC.gov via LobbyVault: $5,882,332, 13,479 contributions, 678 donors, top employer SMITH BARNEY. Coverage is itemized federal individual receipts. State filings are omitted.

The ranking uses FEC employer/occupation self-reports, not NAICS. Open PAINE WEBBER and MORGAN STANLEY as sibling firm-name pages. Use occupation breakdowns for titles next to this employer.

Smith Barney is not Morgan Stanley as stored

SMITH BARNEY grouped $5,882,332 from 678 donors and 13,479 lines. MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY, PAINE WEBBER, MERRILL LYNCH, and SALOMON BROTHERS are other keys. LobbyVault does not merge a retired house name into a successor legal entity. BROKER as a title stays separate.

Unitemized gifts and successor PAC filings stay outside the $5,882,332 unless an individual receipt lists SMITH BARNEY. BANKER and INVESTMENT BANKER are title keys when donors skipped the house name.

The donor table lists disclosed names and committees. LobbyVault does not attach a trade to a large gift. Alumni who still type SMITH BARNEY remain in the 678. Source: FEC.gov via LobbyVault, not a NAICS securities total.

Keep SMITH BARNEY’s $5,882,332, 13,479 contributions, and 678 donors on this legacy broker string. PAINE WEBBER, MERRILL LYNCH, and MORGAN STANLEY stay on their own pages. Unitemized gifts and successor PAC documents remain omitted. Occupation breakdowns show titles stored beside the house. The donor table lists disclosed recipients; this guide does not assign party percentages. FEC.gov via LobbyVault is the source, not a NAICS securities total.

Questions

How much have SMITH BARNEY-listed donors given federally?: LobbyVault attributes $5,882,332 to the SMITH BARNEY employer string, from 13,479 contributions and 678 donors. These are itemized individual receipts, not a successor firm’s PAC and not a NAICS securities total. Unitemized gifts and non-federal filings are omitted. Figures on this answer are limited to that FEC employer string as indexed on LobbyVault.
Is this Morgan Stanley corporate political spending?: No. The $5,882,332 total is individual contributions whose employer text grouped to SMITH BARNEY. MORGAN STANLEY, successor legal names, and committee PAC filings are other FEC categories. LobbyVault does not fold those documents into this industry row. Figures are limited to that FEC employer string as indexed on LobbyVault.
Does this include Paine Webber or Merrill Lynch employees?: No. PAINE WEBBER and MERRILL LYNCH are separate employer strings with their own pages. A receipt counted here carries the grouped text SMITH BARNEY. Staff who typed only BROKER are in that title row instead. Figures on this answer are limited to that FEC employer string as indexed on LobbyVault.
How many unique donors listed SMITH BARNEY?: The rollup counts 678 donors and 13,479 contribution lines. Repeat gifts raise the receipt count. This is not an alumni headcount from a successor firm. Figures are limited to the FEC string as indexed on LobbyVault; unitemized gifts and non-federal filings are omitted.

Industry labels come from FEC employer/occupation self-reports, not NAICS. Data from FEC.gov via LobbyVault.