Daniel A. Simkowitz - 19 Feb 2026 Form 4 Insider Report for MORGAN STANLEY (MS)

Reporting relationship: Co-President
Issuer ticker: MS
Reported as of: 19 Feb 2026
Net transaction value: -$3,209,523
SEC form: 4
Accepted by SEC: 20 Feb 2026, 16:19:47 UTC
Prior SEC filing: 30 Jan 2026
Next SEC filing: 13 Mar 2026
Source filing: View source filing
Reporting owner signature: /s/ Martin M. Cohen, Attorney-in-Fact

Key filing fact

Daniel A. Simkowitz filed Form 4 for MORGAN STANLEY (MS) on 20 Feb 2026.

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: 20 Feb 2026, 16:19.

Change

Previous filing in this sequence was filed on 30 Jan 2026.
Current net transaction value: -$3,209,523.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

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: 20 Feb 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: +32,865
Change %: +9.2%
Price: $0.000000
Shares after: 391,977
Date: 19 Feb 2026
Ownership: Direct
Footnotes: F1

MS transaction

Common Stock

Tax liability

Transaction value: $3,209,523
Shares: -18,175
Change %: -4.6%
Price: $176.59
Shares after: 373,802
Date: 19 Feb 2026
Ownership: Direct
Footnotes: F2

MS holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,805
Date: 19 Feb 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

Shares earned based on the Company's achievement of pre-established Company average return on tangible common equity performance criteria with respect to one-half of the target performance stock unit award ("PSU Award") granted on January 18, 2023.

Footnote F2

Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1).