Quick Takeaways
- This page summarizes Daniel A. Simkowitz's Form 4 filing for MORGAN STANLEY (MS).
- 2 reported transactions and 0 derivative rows are listed below.
- Filing timestamp: 24 Feb 2023, 15:33.
Daniel A. Simkowitz - 24 Feb 2023 Form 4 Insider Report for MORGAN STANLEY (MS)
- Signature
- /s/ Martin M. Cohen, Attorney-in-Fact
- Issuer symbol
- MS
- Transactions as of
- 24 Feb 2023
- Net transactions value
- -$4,557,148
- Form type
- 4
- Filing time
- 24 Feb 2023, 15:33:35 UTC
- Previous filing
- 01 Feb 2023
- Next filing
- 21 Jul 2023
- SEC
- View on sec.gov
Quoteable Key Fact
"Daniel A. Simkowitz filed Form 4 for MORGAN STANLEY (MS) on 24 Feb 2023."
What Changed
- Previous filing in this sequence was filed on 01 Feb 2023.
- Current net transaction value: -$4,557,148.
Why This Matters
- 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.
Source Evidence
Filed on Form 4
See Original Filing
Ownership activity is grounded in SEC Form 4 disclosures.
Transactions Table
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MS | Common Stock | Award | $0 | +84,138 | +27% | $0.000000 | 401,134 | 24 Feb 2023 | Direct | F1 |
| transaction | MS | Common Stock | Tax liability | $4,557,148 | -46,530 | -12% | $97.94 | 354,604 | 24 Feb 2023 | Direct | F2 |
| holding | MS | Common Stock | 1,640 | 24 Feb 2023 | By 401(k) Plan |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.
Explanation of Responses:
| Id | Content |
|---|---|
| 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 17, 2020. |
| F2 | Shares withheld to satisfy taxes upon the conversion of the LTIP Awards described in footnote (1). |