Daniel A. Simkowitz - 12 Mar 2026 Form 4 Insider Report for MORGAN STANLEY (MS)

Reporting relationship: Co-President
Issuer ticker: MS
Reported as of: 12 Mar 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 13 Mar 2026, 16:19:41 UTC
Prior SEC filing: 20 Feb 2026
Next SEC filing: 17 Apr 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 13 Mar 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: 13 Mar 2026, 16:19.

Change

Previous filing in this sequence was filed on 20 Feb 2026.
Current net transaction value: $0.

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: 13 Mar 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MS transaction

Common Stock

Award

Transaction value
Shares: +32,865
Change %: +8.8%
Price: $0.000000^*
Shares after: 406,667
Date: 12 Mar 2026
Ownership: Direct
Footnotes: F1

MS transaction

Common Stock

Tax liability

Transaction value
Shares: -18,175
Change %: -4.5%
Price: $160.89^*
Shares after: 388,492
Date: 12 Mar 2026
Ownership: Direct
Footnotes: F2

MS holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,805
Date: 12 Mar 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 relative 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).