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: 13 Mar 2026, 16:19.
Daniel A. Simkowitz - 12 Mar 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
- 12 Mar 2026
- Net transactions value
- $0
- Form type
- 4
- Filing time
- 13 Mar 2026, 16:19:41 UTC
- Previous filing
- 20 Feb 2026
- Next filing
- 17 Apr 2026
- SEC
- View on sec.gov
Quoteable Key Fact
"Daniel A. Simkowitz filed Form 4 for MORGAN STANLEY (MS) on 13 Mar 2026."
What Changed
- Previous filing in this sequence was filed on 20 Feb 2026.
- Current net transaction value: $0.
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
See Original Filing
Ownership activity is grounded in SEC Form 4 disclosures.
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 | 13 Mar 2026 | 0001680385 |
Transactions Table
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MS | Common Stock | Award | +32,865 | +8.8% | $0.000000* | 406,667 | 12 Mar 2026 | Direct | F1 | |
| transaction | MS | Common Stock | Tax liability | -18,175 | -4.5% | $160.89* | 388,492 | 12 Mar 2026 | Direct | F2 | |
| holding | MS | Common Stock | 1,805 | 12 Mar 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 | 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. |
| F2 | Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). |