EDWARD PICK - 21 Feb 2025 Form 4 Insider Report for MORGAN STANLEY (MS)

Role
Chairman and CEO, Director
Signature
/s/ Martin M. Cohen, Attorney-in-Fact
Issuer symbol
MS
Transactions as of
21 Feb 2025
Net transactions value
-$9,247,294
Form type
4
Filing time
21 Feb 2025, 16:41:28 UTC
Previous filing
17 Jan 2025
Next filing
31 Oct 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 $0 +124,351 +20% $0.000000 739,654 21 Feb 2025 Direct F1
transaction MS Common Stock Tax liability $9,247,294 -68,835 -9.3% $134.34 670,819 21 Feb 2025 Direct F2
holding MS Common Stock 181,976 21 Feb 2025 By Grantor Retained Annuity Trust
holding MS Common Stock 4,189 21 Feb 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 Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of performance stock units granted under the Morgan Stanley Long-Term Incentive Program ("PSU Awards") on January 20, 2022.
F2 Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1).