Daniel A. Simkowitz - 16 Jan 2026 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
16 Jan 2026
Net transactions value
-$6,776,235
Form type
4
Filing time
16 Jan 2026, 16:39:39 UTC
Previous filing
31 Oct 2025
Next filing
30 Jan 2026
SEC
View on sec.gov

Quoteable Key Fact

"Daniel A. Simkowitz filed Form 4 for MORGAN STANLEY (MS) on 16 Jan 2026."

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: 16 Jan 2026, 16:39.

What Changed

  • Previous filing in this sequence was filed on 31 Oct 2025.
  • Current net transaction value: -$6,776,235.

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

Ownership activity is grounded in SEC Form 4 disclosures.

See Original Filing

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
SIMKOWITZ DANIEL A Co-President C/O MORGAN STANLEY, 1585 BROADWAY, NEW YORK /s/ Martin M. Cohen, Attorney-in-Fact 16 Jan 2026 0001680385

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MS Common Stock Award $0 +39,994 +10% $0.000000 425,745 16 Jan 2026 Direct F1
transaction MS Common Stock Tax liability $6,776,235 -35,435 -8.3% $191.23 390,310 16 Jan 2026 Direct F2
holding MS Common Stock 1,795 16 Jan 2026 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 2026 as part of 2025 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 18, 2023.
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