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

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.