Key facts
- This page summarizes Stephen J. Luczo's Form 4 filing for MORGAN STANLEY (MS).
- 2 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 03 Jan 2025, 16:11.
Stephen J. Luczo - 31 Dec 2024 Form 4 Insider Report for MORGAN STANLEY (MS)
- Reporting relationship
- Director
- Issuer ticker
- MS
- Reported as of
- 31 Dec 2024
- Net transaction value
- +$9,583
- SEC form
- 4
- Accepted by SEC
- 03 Jan 2025, 16:11:07 UTC
- Prior SEC filing
- 03 Dec 2024
- Next SEC filing
- 04 Feb 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Martin M. Cohen, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Stephen J. Luczo filed Form 4 for MORGAN STANLEY (MS) on 03 Jan 2025.
Change
- Previous filing in this sequence was filed on 03 Dec 2024.
- Current net transaction value: +$9,583.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MS
transaction
Common Stock
Award
- Transaction value
- $9,583
- Shares
- +76
- Change %
- +0.41%
- Price
- $125.82
- Shares after
- 18,458
- Date
- 31 Dec 2024
- Ownership
- Direct
- Footnotes
- F1
MS
transaction
Common Stock
Disposed to Issuer
- Transaction value
- $0
- Shares
- -1,115
- Change %
- -6%
- Price
- $0.000000
- Shares after
- 17,343
- Date
- 31 Dec 2024
- Ownership
- Direct
- Footnotes
- F2
MS
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 138,363
- Date
- 31 Dec 2024
- Ownership
- By Revocable Trust
MS
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 34,000
- Date
- 31 Dec 2024
- Ownership
- By Family Trust
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Section 16 status
Stephen J. Luczo is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.
Explanation of responses 2 footnotes
Footnote F1
Reflects stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service for a portion of the 2024 service period through the reporting person's retirement from the Morgan Stanley Board of Directors, effective December 31, 2024. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.
Footnote F2
Reflects the cancellation of unvested restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in connection with the reporting person's retirement from the Morgan Stanley Board of Directors.