Daniel A. Simkowitz - 17 Jan 2024 Form 4 Insider Report for MORGAN STANLEY (MS)

Reporting owner
Role
Co-President
Signature
/s/ Martin M. Cohen, Attorney-in-Fact
Issuer context
Issuer symbol
MS
Transaction snapshot
Transactions as of
17 Jan 2024
Net transaction value
-$3,842,085
SEC evidence
Form type
4
Filing time
19 Jan 2024, 16:16:22 UTC
Previous filing
27 Oct 2023
Next filing
23 Feb 2024
SEC filing
View on sec.gov

Key filing fact

Daniel A. Simkowitz filed Form 4 for MORGAN STANLEY (MS) on 19 Jan 2024.

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.
  • Filing timestamp: 19 Jan 2024, 16:16.

Change

  • Previous filing in this sequence was filed on 27 Oct 2023.
  • Current net transaction value: -$3,842,085.

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.

See Original Filing

Reported transactions

MS transaction

Common Stock

Award

Transaction value
$0
Shares
+80,809
Change %
+19%
Price
$0.000000
Shares after
507,539
Date
17 Jan 2024
Ownership
Direct
Footnotes
F1
MS transaction

Common Stock

Tax liability

Transaction value
$3,842,085
Shares
-44,691
Change %
-8.8%
Price
$85.97
Shares after
462,848
Date
17 Jan 2024
Ownership
Direct
Footnotes
F2
MS holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,691
Date
17 Jan 2024
Ownership
By 401(k) Plan
An asterisk next to the price means the reported price is likely invalid.

Explanation of Responses:

Id Content
F1 Restricted Stock Units granted in 2024 as part of 2023 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 21, 2021.
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