STEPHEN J. LUCZO - 31 Dec 2024 Form 4 Insider Report for MORGAN STANLEY (MS)

Role
Director
Signature
/s/ Martin M. Cohen, Attorney-in-Fact
Issuer symbol
MS
Transactions as of
31 Dec 2024
Net transactions value
+$9,583
Form type
4
Filing time
03 Jan 2025, 16:11:07 UTC
Previous filing
03 Dec 2024
Next filing
04 Feb 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MS Common Stock Award $9,583 +76 +0.41% $125.82 18,458 31 Dec 2024 Direct F1
transaction MS Common Stock Disposed to Issuer $0 -1,115 -6% $0.000000 17,343 31 Dec 2024 Direct F2
holding MS Common Stock 138,363 31 Dec 2024 By Revocable Trust
holding MS Common Stock 34,000 31 Dec 2024 By Family Trust
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

STEPHEN J. LUCZO is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may continue.

Explanation of Responses:

Id Content
F1 Reflects stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service for a portion of the 2024 service period through the reporting person's retirement from the Morgan Stanley Board of Directors, effective December 31, 2024. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.
F2 Reflects the cancellation of unvested restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in connection with the reporting person's retirement from the Morgan Stanley Board of Directors.