| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MS | Common Stock | Award | $0 | +2,675 | +18% | $0.000000 | 17,202 | 01 Jun 2024 | Direct | F1 |
| transaction | MS | Common Stock | Award | $50,000 | +514 | +3% | $97.19 | 17,716 | 01 Jun 2024 | Direct | F2 |
| holding | MS | Common Stock | 172,363 | 01 Jun 2024 | By Revocable Trust | ||||||
| holding | MS | Common Stock | 26,000 | 01 Jun 2024 | By Grantor Retained Annuity Trust | ||||||
| holding | MS | Common Stock | 34,000 | 01 Jun 2024 | By Family Trust |
| Id | Content |
|---|---|
| F1 | Restricted Stock Units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. |
| F2 | 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. |