Edward N. Pick - Feb 21, 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
Feb 21, 2025
Transactions value $
-$9,247,294
Form type
4
Date filed
2/21/2025, 04:41 PM
Previous filing
Jan 17, 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 +124K +20.21% $0.00 740K Feb 21, 2025 Direct F1
transaction MS Common Stock Tax liability -$9.25M -68.8K -9.31% $134.34 671K Feb 21, 2025 Direct F2
holding MS Common Stock 182K Feb 21, 2025 By Grantor Retained Annuity Trust
holding MS Common Stock 4.19K Feb 21, 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 Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of performance stock units granted under the Morgan Stanley Long-Term Incentive Program ("PSU Awards") on January 20, 2022.
F2 Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1).