Daniel A. Simkowitz - 17 Jan 2025 Form 4 Insider Report for MORGAN STANLEY (MS)

Reporting relationship: Co-President
Issuer ticker: MS
Reported as of: 17 Jan 2025
Net transaction value: -$5,280,021
SEC form: 4
Accepted by SEC: 17 Jan 2025, 16:50:28 UTC
Prior SEC filing: 19 Jul 2024
Next SEC filing: 23 Jan 2025
Source filing: View source filing
Reporting owner signature: /s/ Martin M. Cohen, Attorney-in-Fact

Key filing fact

Daniel A. Simkowitz filed Form 4 for MORGAN STANLEY (MS) on 17 Jan 2025.

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: 17 Jan 2025, 16:50.

Change

Previous filing in this sequence was filed on 19 Jul 2024.
Current net transaction value: -$5,280,021.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MS transaction

Common Stock

Award

Transaction value: $0
Shares: +51,257
Change %: +11%
Price: $0.000000
Shares after: 499,238
Date: 17 Jan 2025
Ownership: Direct
Footnotes: F1

MS transaction

Common Stock

Tax liability

Transaction value: $5,280,021
Shares: -38,878
Change %: -7.8%
Price: $135.81
Shares after: 460,360
Date: 17 Jan 2025
Ownership: Direct
Footnotes: F2

MS holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,748
Date: 17 Jan 2025
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

Restricted Stock Units granted in 2025 as part of 2024 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1.

Footnote F2

Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022.

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