Daniel A. Simkowitz - 22 Feb 2024 Form 4 Insider Report for MORGAN STANLEY (MS)

Role
Co-President
Signature
/s/ Martin M. Cohen, Attorney-in-Fact
Issuer symbol
MS
Transactions as of
22 Feb 2024
Net transactions value
-$3,547,701
Form type
4
Filing time
23 Feb 2024, 16:20:12 UTC
Previous filing
19 Jan 2024
Next filing
16 May 2024
SEC
View on sec.gov

Quoteable Key Fact

"Daniel A. Simkowitz filed Form 4 for MORGAN STANLEY (MS) on 23 Feb 2024."

Quick Takeaways

  • 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: 23 Feb 2024, 16:20.

What Changed

  • Previous filing in this sequence was filed on 19 Jan 2024.
  • Current net transaction value: -$3,547,701.

Why This Matters

  • 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.

Source Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

See Original Filing

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MS Common Stock Award $0 +75,067 +16% $0.000000 541,205 22 Feb 2024 Direct F1
transaction MS Common Stock Tax liability $3,547,701 -41,513 -7.7% $85.46 499,692 22 Feb 2024 Direct F2
holding MS Common Stock 1,708 22 Feb 2024 By 401(k) Plan
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

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).
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