| 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 | 20 Feb 2026 | 0001680385 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MS | Common Stock | Award | $0 | +32,865 | +9.2% | $0.000000 | 391,977 | 19 Feb 2026 | Direct | F1 |
| transaction | MS | Common Stock | Tax liability | $3,209,523 | -18,175 | -4.6% | $176.59 | 373,802 | 19 Feb 2026 | Direct | F2 |
| holding | MS | Common Stock | 1,805 | 19 Feb 2026 | By 401(k) Plan |
| Id | Content |
|---|---|
| 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. |
| F2 | Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). |