Edward N. Pick - Jan 17, 2025 Form 4 Insider Report for MORGAN STANLEY (MS)

Role
Chairman and CEO, Director
Signature
/s/ Martin M. Cohen, Attorney-in-Fact
Stock symbol
MS
Transactions as of
Jan 17, 2025
Transactions value $
-$30,243,701
Form type
4
Date filed
1/17/2025, 04:41 PM
Previous filing
Jul 19, 2024
Next filing
Feb 21, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MS Common Stock Award $0 +35.6K +4.42% $0.00 842K Jan 17, 2025 Direct F1
transaction MS Common Stock Tax liability -$5.44M -40.1K -4.75% $135.81 802K Jan 17, 2025 Direct F2
transaction MS Common Stock Other -$24.8M -182K -22.68% $136.31 620K Jan 17, 2025 Direct F3
transaction MS Common Stock Gift $0 -7.1K -1.14% $0.00 613K Jan 17, 2025 Direct
holding MS Common Stock 182K Jan 17, 2025 By Grantor Retained Annuity Trust
holding MS Common Stock 4.16K Jan 17, 2025 By 401(k) Plan
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Restricted Stock Units granted in 2025 as part of 2024 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1.
F2 Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022.
F3 The Reporting Person contributed shares of Common Stock to his grantor retained annuity trust in exchange for assets of equal value. There is no change in the number of shares beneficially owned by the Reporting Person for purposes of Section 16.