Stephen J. Luczo - Jun 1, 2024 Form 4 Insider Report for MORGAN STANLEY (MS)

Role
Director
Signature
/s/ Martin M. Cohen, Attorney-in-Fact
Stock symbol
MS
Transactions as of
Jun 1, 2024
Transactions value $
$50,000
Form type
4
Date filed
6/3/2024, 04:26 PM
Previous filing
Jun 4, 2024
Next filing
Jul 2, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MS Common Stock Award $0 +2.68K +18.42% $0.00 17.2K Jun 1, 2024 Direct F1
transaction MS Common Stock Award $50K +514 +2.99% $97.19 17.7K Jun 1, 2024 Direct F2
holding MS Common Stock 172K Jun 1, 2024 By Revocable Trust
holding MS Common Stock 26K Jun 1, 2024 By Grantor Retained Annuity Trust
holding MS Common Stock 34K Jun 1, 2024 By Family Trust
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

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.