Stephen J. Luczo - Oct 17, 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
Oct 17, 2024
Transactions value $
-$7,150,470
Form type
4
Date filed
10/18/2024, 04:10 PM
Previous filing
Aug 2, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MS Common Stock Sale -$7.15M -60K -30.25% $119.17 138K Oct 17, 2024 By Revocable Trust F1, F2
holding MS Common Stock 34K Oct 17, 2024 By Family Trust
holding MS Common Stock 17.9K Oct 17, 2024 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $118.87 to $119.83, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2 Since the Reporting Person's last report, 26,000 shares of Common Stock previously reported as indirectly beneficially owned by a grantor retained annuity trust were transferred back to the Reporting Person's Revocable Trust in satisfaction of an annuity payment.