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: 21 Feb 2025, 16:44.
Daniel A. Simkowitz - 21 Feb 2025 Form 4 Insider Report for MORGAN STANLEY (MS)
- Reporting relationship
- Co-President
- Issuer ticker
- MS
- Reported as of
- 21 Feb 2025
- Net transaction value
- -$4,822,134
- SEC form
- 4
- Accepted by SEC
- 21 Feb 2025, 16:44:29 UTC
- Prior SEC filing
- 23 Jan 2025
- Next SEC filing
- 12 May 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Martin M. Cohen, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Daniel A. Simkowitz filed Form 4 for MORGAN STANLEY (MS) on 21 Feb 2025.
Change
- Previous filing in this sequence was filed on 23 Jan 2025.
- Current net transaction value: -$4,822,134.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MS
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +64,908
- Change %
- +15%
- Price
- $0.000000
- Shares after
- 490,762
- Date
- 21 Feb 2025
- Ownership
- Direct
- Footnotes
- F1
MS
transaction
Common Stock
Tax liability
- Transaction value
- $4,822,134
- Shares
- -35,895
- Change %
- -7.3%
- Price
- $134.34
- Shares after
- 454,867
- Date
- 21 Feb 2025
- Ownership
- Direct
- Footnotes
- F2
MS
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,759
- Date
- 21 Feb 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
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.
Footnote F2
Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1).