Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | MS | Common Stock | Other | -$3.07M | -34K | -18.8% | $90.26 | 147K | Apr 21, 2023 | By Revocable Trust | F1, F2 |
holding | MS | Common Stock | 11K | Apr 21, 2023 | Direct | ||||||
holding | MS | Common Stock | 50K | Apr 21, 2023 | By Grantor Retained Annuity Trust | F2 | |||||
holding | MS | Common Stock | 34K | Apr 21, 2023 | By Family Trust | F1 |
Id | Content |
---|---|
F1 | The Reporting Person's revocable trust contributed 34,000 shares of Common Stock to his family trust in exchange for assets of equal value. The Reporting Person disclaims beneficial ownership of the securities held by the family trust for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), except to the extent of his pecuniary interest therein, if any. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose. |
F2 | 28,000 shares of Common Stock previously reported as indirectly beneficially owned by a grantor retained annuity trust have been transferred back to the Reporting Person's revocable trust in satisfaction of an annuity payment. |