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: 23 Feb 2024, 16:20.
Daniel A. Simkowitz - 22 Feb 2024 Form 4 Insider Report for MORGAN STANLEY (MS)
- Reporting relationship
- Co-President
- Issuer ticker
- MS
- Reported as of
- 22 Feb 2024
- Net transaction value
- -$3,547,701
- SEC form
- 4
- Accepted by SEC
- 23 Feb 2024, 16:20:12 UTC
- Prior SEC filing
- 19 Jan 2024
- Next SEC filing
- 16 May 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Martin M. Cohen, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Daniel A. Simkowitz filed Form 4 for MORGAN STANLEY (MS) on 23 Feb 2024.
Change
- Previous filing in this sequence was filed on 19 Jan 2024.
- Current net transaction value: -$3,547,701.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MS
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +75,067
- Change %
- +16%
- Price
- $0.000000
- Shares after
- 541,205
- Date
- 22 Feb 2024
- Ownership
- Direct
- Footnotes
- F1
MS
transaction
Common Stock
Tax liability
- Transaction value
- $3,547,701
- Shares
- -41,513
- Change %
- -7.7%
- Price
- $85.46
- Shares after
- 499,692
- Date
- 22 Feb 2024
- Ownership
- Direct
- Footnotes
- F2
MS
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,708
- Date
- 22 Feb 2024
- 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 2 footnotes
Footnote 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.
Footnote F2
Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1).