Last 12 months
Inside the activity.
0 purchase rows · 33 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 16 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 12 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 5 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 22, 2026 Filed Sep 24, 2026 10:10 UTC |
MITSUBISHI UFJ FINANCIAL GROUP INC10% owner
|
Disposition to issuerCommon Stock | 1,340,519 | $212.57 | $284,950,638.48 |
DisclosureSEC source: 0001193125-26-400093 · ownership.xml · nonDerivative · entry 1 MITSUBISHI UFJ FINANCIAL GROUP INC · CIK 0000067088 · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 375,330,252 F1 · security: By virtue of its right to appoint two directors to the Board of Directors of Morgan Stanley, the Reporting Person is also director of Morgan Stanley by deputization. F2 · kind: The sales were to Morgan Stanley, approved by Morgan Stanley in accordance with Rule 16b-3(e) and effected pursuant to a sales plan adopted on April 18, 2018 and designed to comply with Rule 10b5-1(c). Read SEC document |
| July 30, 2026 Filed Aug 3, 2026 10:15 UTC |
MITSUBISHI UFJ FINANCIAL GROUP INC10% owner
|
Disposition to issuerCommon Stock | 414,396 | $213.28 | $88,383,622.07 |
DisclosureSEC source: 0001193125-26-329456 · ownership.xml · nonDerivative · entry 1 MITSUBISHI UFJ FINANCIAL GROUP INC · CIK 0000067088 · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 376,670,771 F1 · security: By virtue of its right to appoint two directors to the Board of Directors of Morgan Stanley, the Reporting Person is also director of Morgan Stanley by deputization. F2 · kind: The sales were to Morgan Stanley, approved by Morgan Stanley in accordance with Rule 16b-3(e) and effected pursuant to a sales plan adopted on April 18, 2018 and designed to comply with Rule 10b5-1(c). Read SEC document |
| July 28, 2026 Filed Jul 29, 2026 20:06 UTC |
SCHAPIRO MARY LDirector
|
GiftCommon Stock | 2,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-050605 · wk-form4_1785355597.xml · nonDerivative · entry 2 SCHAPIRO MARY L · CIK 0001192486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,517.588 Read SEC document |
| July 28, 2026 Filed Jul 29, 2026 20:06 UTC |
SCHAPIRO MARY LDirector
|
SaleCommon Stock | 1,000 | $212.06 | $212,055.00 |
DisclosureSEC source: 0001628280-26-050605 · wk-form4_1785355597.xml · nonDerivative · entry 1 SCHAPIRO MARY L · CIK 0001192486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,842.588 Read SEC document |
| July 17, 2026 Filed Jul 17, 2026 20:06 UTC |
Pizzi Michael A.Head Technology & Operations
|
SaleCommon Stock | 7,101 | $216.88 | $1,540,064.88 |
DisclosureSEC source: 0001628280-26-048651 · wk-form4_1784318789.xml · nonDerivative · entry 2 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,769.605 Read SEC document |
| July 17, 2026 Filed Jul 17, 2026 20:06 UTC |
Pizzi Michael A.Head Technology & Operations
|
SaleCommon Stock | 17,064 | $215.00 | $3,668,760.00 |
DisclosureSEC source: 0001628280-26-048651 · wk-form4_1784318789.xml · nonDerivative · entry 1 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,870.605 Read SEC document |
| July 16, 2026 Filed Jul 17, 2026 20:07 UTC |
YESHAYA SHARONChief Financial Officer
|
SaleCommon Stock | 9,172 | $222.51 | $2,040,861.72 |
DisclosureSEC source: 0001628280-26-048656 · wk-form4_1784318862.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC on behalf of Trust Disclosed balance after: 0 Read SEC document |
| July 16, 2026 Filed Jul 17, 2026 20:07 UTC |
YESHAYA SHARONChief Financial Officer
|
SaleCommon Stock | 6,382 | $222.51 | $1,420,058.82 |
DisclosureSEC source: 0001628280-26-048656 · wk-form4_1784318862.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,809.649 Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:05 UTC |
SCHAPIRO MARY LDirector
|
GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039852 · wk-form4_1780434323.xml · nonDerivative · entry 1 SCHAPIRO MARY L · CIK 0001192486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,842.588 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:05 UTC |
GLOCER THOMAS HDirector
|
GrantCommon Stock | 512.004 | $209.96 | $107,500.05 |
DisclosureSEC source: 0001628280-26-039853 · wk-form4_1780434331.xml · nonDerivative · entry 2 GLOCER THOMAS H · CIK 0001140799 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,549.792 F2 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:05 UTC |
GLOCER THOMAS HDirector
|
GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039853 · wk-form4_1780434331.xml · nonDerivative · entry 1 GLOCER THOMAS H · CIK 0001140799 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,037.788 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:05 UTC |
Leibowitz Shelley BDirector
|
GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039854 · wk-form4_1780434339.xml · nonDerivative · entry 1 Leibowitz Shelley B · CIK 0001626888 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,369.693 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:05 UTC |
Herz Robert HDirector
|
GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039855 · wk-form4_1780434348.xml · nonDerivative · entry 1 Herz Robert H · CIK 0001523753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,562.562 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:05 UTC |
Miscik Judith ADirector
|
GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039857 · wk-form4_1780434356.xml · nonDerivative · entry 1 Miscik Judith A · CIK 0001555318 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,494.08 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC |
Peterson Douglas L.Director
|
GrantCommon Stock | 273.862 | $209.96 | $57,499.90 |
DisclosureSEC source: 0001628280-26-039858 · wk-form4_1780434364.xml · nonDerivative · entry 2 Peterson Douglas L. · CIK 0001581262 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,671.992 F2 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC |
Peterson Douglas L.Director
|
GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039858 · wk-form4_1780434364.xml · nonDerivative · entry 1 Peterson Douglas L. · CIK 0001581262 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,398.13 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC |
TRAQUINA PERRY MDirector
|
GrantCommon Stock | 369.119 | $209.96 | $77,500.00 |
DisclosureSEC source: 0001628280-26-039859 · wk-form4_1780434371.xml · nonDerivative · entry 2 TRAQUINA PERRY M · CIK 0001228062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,332.438 F2 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC |
TRAQUINA PERRY MDirector
|
GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039859 · wk-form4_1780434371.xml · nonDerivative · entry 1 TRAQUINA PERRY M · CIK 0001228062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,963.319 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC |
GOOD LYNN JDirector
|
GrantCommon Stock | 273.862 | $209.96 | $57,499.90 |
DisclosureSEC source: 0001628280-26-039861 · wk-form4_1780434379.xml · nonDerivative · entry 2 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,500.504 F2 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC |
GOOD LYNN JDirector
|
GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039861 · wk-form4_1780434379.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,226.642 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC |
James Erika HDirector
|
GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039862 · wk-form4_1780434387.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,252.773 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC |
BUTLER MEGANDirector
|
Tax withholdingCommon Stock | 190 | $209.96 | $39,892.29 |
DisclosureSEC source: 0001628280-26-039863 · wk-form4_1780434395.xml · nonDerivative · entry 2 BUTLER MEGAN · CIK 0002022082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,829.147 F2 · kind: Shares withheld to satisfy taxes upon the conversion of stock units granted to the Reporting Person under the Morgan Stanley Directors' Equity Capital Accumulation Plan as part of her director compensation. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC |
BUTLER MEGANDirector
|
GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039863 · wk-form4_1780434395.xml · nonDerivative · entry 1 BUTLER MEGAN · CIK 0002022082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,019.147 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC |
WILKINS RAYFORD JRDirector
|
GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039864 · wk-form4_1780434403.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,268.886 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC |
NALLY DENNIS MDirector
|
GrantCommon Stock | 345.304 | $209.96 | $72,499.82 |
DisclosureSEC source: 0001628280-26-039865 · wk-form4_1780434410.xml · nonDerivative · entry 2 NALLY DENNIS M · CIK 0001685596 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,076.481 F2 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC |
NALLY DENNIS MDirector
|
GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039865 · wk-form4_1780434410.xml · nonDerivative · entry 1 NALLY DENNIS M · CIK 0001685596 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,731.177 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| April 20, 2026 Filed Apr 20, 2026 20:23 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
SaleCommon Stock | 5,559 | $191.50 | $1,064,548.50 |
DisclosureSEC source: 0001628280-26-026008 · wk-form4_1776716577.xml · nonDerivative · entry 2 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,402.952 Read SEC document |
| April 20, 2026 Filed Apr 20, 2026 20:23 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
SaleCommon Stock | 5,559 | $190.00 | $1,056,210.00 |
DisclosureSEC source: 0001628280-26-026008 · wk-form4_1776716577.xml · nonDerivative · entry 1 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,961.952 Read SEC document |
| April 17, 2026 Filed Apr 17, 2026 20:41 UTC |
SIMKOWITZ DANIEL ACo-President
|
SaleCommon Stock | 14,690 | $189.24 | $2,779,987.02 |
DisclosureSEC source: 0001628280-26-025796 · wk-form4_1776458475.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 365,802.079 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $188.72 to $189.65, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 17, 2026 Filed Apr 17, 2026 20:41 UTC |
SIMKOWITZ DANIEL ACo-President
|
GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-025796 · wk-form4_1776458475.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 380,492.079 Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:36 UTC |
CRAWLEY MANDELLChief Client Officer
|
GiftCommon Stock | 1,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-025789 · wk-form4_1776458213.xml · nonDerivative · entry 4 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,475.888 Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:36 UTC |
CRAWLEY MANDELLChief Client Officer
|
SaleCommon Stock | 300 | $189.05 | $56,714.01 |
DisclosureSEC source: 0001628280-26-025789 · wk-form4_1776458213.xml · nonDerivative · entry 3 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,528.888 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $188.89 to $189.30, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:36 UTC |
CRAWLEY MANDELLChief Client Officer
|
SaleCommon Stock | 13,283 | $188.38 | $2,502,298.03 |
DisclosureSEC source: 0001628280-26-025789 · wk-form4_1776458213.xml · nonDerivative · entry 2 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,828.888 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $187.89 to $188.88, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:36 UTC |
CRAWLEY MANDELLChief Client Officer
|
SaleCommon Stock | 2,546 | $187.25 | $476,742.57 |
DisclosureSEC source: 0001628280-26-025789 · wk-form4_1776458213.xml · nonDerivative · entry 1 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,111.888 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $186.89 to $187.84, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:37 UTC |
YESHAYA SHARONChief Financial Officer
|
GiftCommon Stock | 9,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-025790 · wk-form4_1776458249.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC on behalf of Trust Disclosed balance after: 9,172 Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:37 UTC |
YESHAYA SHARONChief Financial Officer
|
GiftCommon Stock | 9,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-025790 · wk-form4_1776458249.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,487.2 Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:38 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 600 | $192.12 | $115,269.00 |
DisclosureSEC source: 0001628280-26-025791 · wk-form4_1776458279.xml · nonDerivative · entry 6 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,142.385 F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $191.80 to $192.34, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:38 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 3,190 | $191.30 | $610,238.07 |
DisclosureSEC source: 0001628280-26-025791 · wk-form4_1776458279.xml · nonDerivative · entry 5 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,742.385 F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $190.77 to $191.76, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:38 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 1,400 | $190.44 | $266,621.46 |
DisclosureSEC source: 0001628280-26-025791 · wk-form4_1776458279.xml · nonDerivative · entry 4 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,932.385 F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $189.77 to $190.76, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:38 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 6,353 | $189.15 | $1,201,664.23 |
DisclosureSEC source: 0001628280-26-025791 · wk-form4_1776458279.xml · nonDerivative · entry 3 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,332.385 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $188.77 to $189.63, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:38 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 33,541 | $188.37 | $6,317,990.71 |
DisclosureSEC source: 0001628280-26-025791 · wk-form4_1776458279.xml · nonDerivative · entry 2 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,685.385 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $187.77 to $188.76, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:38 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 6,584 | $187.20 | $1,232,538.63 |
DisclosureSEC source: 0001628280-26-025791 · wk-form4_1776458279.xml · nonDerivative · entry 1 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,226.385 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $186.77 to $187.76, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:16 UTC |
PICK EDWARDDirector · Chairman and CEO
|
Tax withholdingCommon Stock | 33,677 | $160.89 | $5,418,292.53 |
DisclosureSEC source: 0001628280-26-017710 · wk-form4_1773433004.xml · nonDerivative · entry 2 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 666,248.764 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:16 UTC |
PICK EDWARDDirector · Chairman and CEO
|
GrantCommon Stock | 60,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017710 · wk-form4_1773433004.xml · nonDerivative · entry 1 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 699,925.764 F1 · kind: 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. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:17 UTC |
CRAWLEY MANDELLChief Client Officer
|
Tax withholdingCommon Stock | 4,935 | $160.89 | $793,992.15 |
DisclosureSEC source: 0001628280-26-017713 · wk-form4_1773433039.xml · nonDerivative · entry 2 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,657.888 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:17 UTC |
CRAWLEY MANDELLChief Client Officer
|
GrantCommon Stock | 9,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017713 · wk-form4_1773433039.xml · nonDerivative · entry 1 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,592.888 F1 · kind: 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. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:17 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
Tax withholdingCommon Stock | 11,597 | $160.89 | $1,865,841.33 |
DisclosureSEC source: 0001628280-26-017716 · wk-form4_1773433073.xml · nonDerivative · entry 2 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,079.952 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:17 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
GrantCommon Stock | 22,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017716 · wk-form4_1773433073.xml · nonDerivative · entry 1 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,676.952 F1 · kind: 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. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:18 UTC |
Pizzi Michael A.Head Technology & Operations
|
Tax withholdingCommon Stock | 7,900 | $160.89 | $1,271,031.00 |
DisclosureSEC source: 0001628280-26-017718 · wk-form4_1773433111.xml · nonDerivative · entry 2 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,467.42 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:18 UTC |
Pizzi Michael A.Head Technology & Operations
|
GrantCommon Stock | 16,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017718 · wk-form4_1773433111.xml · nonDerivative · entry 1 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,367.42 F1 · kind: 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.