| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MS | Common Stock | Award | $0 | +62K | +17.5% | $0.00 | 416K | 18 Jan 2023 | Direct | F1 |
| transaction | MS | Common Stock | Tax liability | -$2.22M | -22.8K | -5.49% | $97.08 | 393K | 18 Jan 2023 | Direct | F2 |
| transaction | MS | Common Stock | Sale | -$3.8M | -39.2K | -9.97% | $96.95 | 354K | 18 Jan 2023 | Direct | F3 |
| transaction | MS | Common Stock | Sale | -$554K | -5.67K | -1.6% | $97.72 | 349K | 18 Jan 2023 | Direct | F4 |
| transaction | MS | Common Stock | Gift | $0 | -10K | -2.87% | $0.00 | 339K | 18 Jan 2023 | Direct | |
| holding | MS | Common Stock | 1.63K | 18 Jan 2023 | By 401(k) Plan |
| Id | Content |
|---|---|
| F1 | Restricted Stock Units granted in 2023 as part of 2022 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. |
| F2 | Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 17, 2020. |
| F3 | The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $96.57 to $97.55, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| F4 | The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $97.57 to $97.86, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |