Daniel A. Simkowitz - Feb 21, 2025 Form 4 Insider Report for MORGAN STANLEY (MS)

Role
Co-President
Signature
/s/ Martin M. Cohen, Attorney-in-Fact
Stock symbol
MS
Transactions as of
Feb 21, 2025
Transactions value $
-$4,822,134
Form type
4
Date filed
2/21/2025, 04:44 PM
Previous filing
Jan 23, 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 +64.9K +15.24% $0.00 491K Feb 21, 2025 Direct F1
transaction MS Common Stock Tax liability -$4.82M -35.9K -7.31% $134.34 455K Feb 21, 2025 Direct F2
holding MS Common Stock 1.76K 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).