Key facts
- This page summarizes Daniel A. Simkowitz's Form 4 filing for MORGAN STANLEY (MS).
- 2 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 25 Feb 2022, 15:27.
Daniel A. Simkowitz - 24 Feb 2022 Form 4 Insider Report for MORGAN STANLEY (MS)
- Reporting relationship
- Head of Investment Management
- Issuer ticker
- MS
- Reported as of
- 24 Feb 2022
- Net transaction value
- -$5,198,012
- SEC form
- 4
- Accepted by SEC
- 25 Feb 2022, 15:27:11 UTC
- Prior SEC filing
- 02 Feb 2022
- Next SEC filing
- 20 Jan 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Martin M. Cohen, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Daniel A. Simkowitz filed Form 4 for MORGAN STANLEY (MS) on 25 Feb 2022.
Change
- Previous filing in this sequence was filed on 02 Feb 2022.
- Current net transaction value: -$5,198,012.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MS
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +100,474
- Change %
- +33%
- Price
- $0.000000
- Shares after
- 404,784
- Date
- 24 Feb 2022
- Ownership
- Direct
- Footnotes
- F1
MS
transaction
Common Stock
Tax liability
- Transaction value
- $5,198,012
- Shares
- -55,564
- Change %
- -14%
- Price
- $93.55
- Shares after
- 349,220
- Date
- 24 Feb 2022
- Ownership
- Direct
- Footnotes
- F2
MS
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,586
- Date
- 24 Feb 2022
- Ownership
- By 401(k) Plan
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of long-term incentive program awards ("LTIP Awards") granted on January 18, 2019.
Footnote F2
Shares withheld to satisfy taxes upon the conversion of the LTIP Awards described in footnote (1).