Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | MS | Common Stock | Award | $0 | +152K | +28.65% | $0.00 | 683K | Feb 22, 2024 | Direct | F1 |
transaction | MS | Common Stock | Tax liability | -$7.19M | -84.1K | -12.32% | $85.46 | 599K | Feb 22, 2024 | Direct | F2 |
holding | MS | Common Stock | 4.07K | Feb 22, 2024 | By 401(k) Plan | ||||||
holding | MS | Common Stock | 200K | Feb 22, 2024 | By Grantor Retained Annuity Trust |
Id | Content |
---|---|
F1 | Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of performance stock units granted under the Morgan Stanley Long-Term Incentive Program ("PSU Awards") on January 21, 2021. |
F2 | Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1). |