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: 16 Jan 2026, 16:39.
Daniel A. Simkowitz - 16 Jan 2026 Form 4 Insider Report for MORGAN STANLEY (MS)
- Reporting relationship
- Co-President
- Issuer ticker
- MS
- Reported as of
- 16 Jan 2026
- Net transaction value
- -$6,776,235
- SEC form
- 4
- Accepted by SEC
- 16 Jan 2026, 16:39:39 UTC
- Prior SEC filing
- 31 Oct 2025
- Next SEC filing
- 30 Jan 2026
- 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 16 Jan 2026.
Change
- Previous filing in this sequence was filed on 31 Oct 2025.
- Current net transaction value: -$6,776,235.
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.
Reporting Owners (1)
CIK 0001680385
Primary reporting owner
SIMKOWITZ DANIEL A
- Relationship
- Co-President
- Address
- C/O MORGAN STANLEY, 1585 BROADWAY, NEW YORK
- Signature
- /s/ Martin M. Cohen, Attorney-in-Fact
- Signature date
- 16 Jan 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MS
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +39,994
- Change %
- +10%
- Price
- $0.000000
- Shares after
- 425,745
- Date
- 16 Jan 2026
- Ownership
- Direct
- Footnotes
- F1
MS
transaction
Common Stock
Tax liability
- Transaction value
- $6,776,235
- Shares
- -35,435
- Change %
- -8.3%
- Price
- $191.23
- Shares after
- 390,310
- Date
- 16 Jan 2026
- Ownership
- Direct
- Footnotes
- F2
MS
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,795
- Date
- 16 Jan 2026
- 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 2026 as part of 2025 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 18, 2023.