Quick Takeaways
- This page summarizes Daniel A. Simkowitz's Form 4 filing for MORGAN STANLEY (MS).
- 2 reported transactions and 0 derivative rows are listed below.
- Filing timestamp: 17 Jan 2025, 16:50.
Daniel A. Simkowitz - 17 Jan 2025 Form 4 Insider Report for MORGAN STANLEY (MS)
- Role
- Co-President
- Signature
- /s/ Martin M. Cohen, Attorney-in-Fact
- Issuer symbol
- MS
- Transactions as of
- 17 Jan 2025
- Net transactions value
- -$5,280,021
- Form type
- 4
- Filing time
- 17 Jan 2025, 16:50:28 UTC
- Previous filing
- 19 Jul 2024
- Next filing
- 23 Jan 2025
- SEC
- View on sec.gov
Quoteable Key Fact
"Daniel A. Simkowitz filed Form 4 for MORGAN STANLEY (MS) on 17 Jan 2025."
What Changed
- Previous filing in this sequence was filed on 19 Jul 2024.
- Current net transaction value: -$5,280,021.
Why This Matters
- 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.
Source Evidence
Filed on Form 4
See Original Filing
Ownership activity is grounded in SEC Form 4 disclosures.
Transactions Table
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MS | Common Stock | Award | $0 | +51,257 | +11% | $0.000000 | 499,238 | 17 Jan 2025 | Direct | F1 |
| transaction | MS | Common Stock | Tax liability | $5,280,021 | -38,878 | -7.8% | $135.81 | 460,360 | 17 Jan 2025 | Direct | F2 |
| holding | MS | Common Stock | 1,748 | 17 Jan 2025 | By 401(k) Plan |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.
Explanation of Responses:
| Id | Content |
|---|---|
| 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. |
| F2 | Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022. |