Daniel A. Simkowitz - 20 Jul 2023 Form 4 Insider Report for MORGAN STANLEY (MS)

Reporting relationship: Head of Investment Management
Issuer ticker: MS
Reported as of: 20 Jul 2023
Net transaction value: -$3,526,852
SEC form: 4
Accepted by SEC: 21 Jul 2023, 16:18:56 UTC
Prior SEC filing: 24 Feb 2023
Next SEC filing: 27 Oct 2023
Source filing: View source filing
Reporting owner signature: /s/ Martin M. Cohen, Attorney-in-Fact

Key filing fact

Daniel A. Simkowitz filed Form 4 for MORGAN STANLEY (MS) on 21 Jul 2023.

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: 21 Jul 2023, 16:18.

Change

Previous filing in this sequence was filed on 24 Feb 2023.
Current net transaction value: -$3,526,852.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MS transaction

Common Stock

Sale

Transaction value: $3,526,852
Shares: -37,608
Change %: -11%
Price: $93.78
Shares after: 319,040
Date: 20 Jul 2023
Ownership: Direct
Footnotes: F1

MS transaction

Common Stock

Gift

Transaction value: $0
Shares: -10,000
Change %: -3.1%
Price: $0.000000
Shares after: 309,040
Date: 20 Jul 2023
Ownership: Direct

MS holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,656
Date: 20 Jul 2023
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 1 footnote

Footnote F1

The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $93.74 to $93.83, 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.