Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | MS | Common Stock | Award | $50K | +623 | +4.57% | $80.20 | 14.3K | Dec 1, 2023 | Direct | F1 |
holding | MS | Common Stock | 172K | Dec 1, 2023 | By Revocable Trust | F2 | |||||
holding | MS | Common Stock | 26K | Dec 1, 2023 | By Grantor Retained Annuity Trust | F2 | |||||
holding | MS | Common Stock | 34K | Dec 1, 2023 | By Family Trust |
Id | Content |
---|---|
F1 | Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. |
F2 | Since the Reporting Person's last report, 24,000 shares of Common Stock previously reported as indirectly beneficially owned by a grantor retained annuity trust were transferred back to the Reporting Person in satisfaction of an annuity payment. |