Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Co-President | April 17, 2026 | April 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MORGAN STANLEY
Report date April 17, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 365,802.079 |
Ending reported balance
After 2026-04-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-17 · Gift · Disposed 8,000 · Balance 380,492.079 Row 2 · 2026-04-17 · Sale · Disposed 14,690 · Balance 365,802.079 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,805.331 |
Reported balance
Holding disclosure · report date 2026-04-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,805.331 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 17, 2026 Filed Apr 17, 2026 20:41 UTC | MORGAN STANLEY MS · Entity 2815 | 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 | MORGAN STANLEY MS · Entity 2815 | 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 |
| March 12, 2026 Filed Mar 13, 2026 20:19 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 18,175 | $160.89 | $2,924,175.75 |
DisclosureSEC source: 0001628280-26-017722 · wk-form4_1773433178.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 388,492.079 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 20:19 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 32,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017722 · wk-form4_1773433178.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 406,667.079 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 |
| February 19, 2026 Filed Feb 20, 2026 21:19 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 18,175 | $176.59 | $3,209,523.25 |
DisclosureSEC source: 0001628280-26-010224 · wk-form4_1771622385.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,802.079 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:19 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 32,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010224 · wk-form4_1771622385.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 391,977.079 F1 · kind: Shares earned based on the Company's achievement of pre-established Company average 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 |
| January 30, 2026 Filed Jan 30, 2026 21:34 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 32,968 | $182.61 | $6,020,312.85 |
DisclosureSEC source: 0001628280-26-004403 · wk-form4_1769808857.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 357,342.406 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $182.06 to $183.05, 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 |
| January 16, 2026 Filed Jan 16, 2026 21:39 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 35,435 | $191.23 | $6,776,235.05 |
DisclosureSEC source: 0001628280-26-002411 · wk-form4_1768599575.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 390,310.406 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2023. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:39 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 39,994.09 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002411 · wk-form4_1768599575.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 425,745.406 F1 · kind: Restricted Stock Units granted in 2026 as part of 2025 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| October 29, 2025 Filed Oct 31, 2025 20:43 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-047851 · wk-form4_1761943399.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 383,757.251 Read SEC document |
| July 17, 2025 Filed Jul 18, 2025 20:11 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 7,559 | $0.00 | $0.00 |
DisclosureSEC source: 0000895421-25-000426 · wk-form4_1752869477.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 391,545.921 Read SEC document |
| July 17, 2025 Filed Jul 18, 2025 20:11 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 29,000 | $141.13 | $4,092,627.90 |
DisclosureSEC source: 0000895421-25-000426 · wk-form4_1752869477.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399,104.921 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $140.77 to $141.64, 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 |
| May 12, 2025 Filed May 12, 2025 20:12 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 29,013 | $127.37 | $3,695,519.27 |
DisclosureSEC source: 0001628280-25-024680 · wk-form4_1747080728.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 425,853.557 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $127.21 to $127.53, 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 |
| February 21, 2025 Filed Feb 21, 2025 21:44 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 35,895 | $134.34 | $4,822,134.30 |
DisclosureSEC source: 0001628280-25-007164 · wk-form4_1740174261.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 454,866.557 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1). Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:44 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 64,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-007164 · wk-form4_1740174261.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 490,761.557 F1 · kind: 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. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:12 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 14,520 | $137.20 | $1,992,161.42 |
DisclosureSEC source: 0001628280-25-002363 · wk-form4_1737666750.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 423,729.097 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $136.86 to $137.44, 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 |
| January 21, 2025 Filed Jan 23, 2025 21:12 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 22,111 | $136.22 | $3,011,907.35 |
DisclosureSEC source: 0001628280-25-002363 · wk-form4_1737666750.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 438,249.097 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $135.81 to $136.78, 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 |
| January 17, 2025 Filed Jan 17, 2025 21:50 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 38,878 | $135.81 | $5,280,021.18 |
DisclosureSEC source: 0001628280-25-001857 · wk-form4_1737150622.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 460,360.097 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:50 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 51,256.66 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001857 · wk-form4_1737150622.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 499,238.097 F1 · kind: 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. Read SEC document |
| July 17, 2024 Filed Jul 19, 2024 20:28 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 40,000 | $106.54 | $4,261,768.00 |
DisclosureSEC source: 0001628280-24-032320 · wk-form4_1721420922.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 442,522.397 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $106.02 to $107.01, 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 |
| May 14, 2024 Filed May 17, 2024 01:02 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-023884 · wk-form4_1715907734.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 479,692.069 Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:20 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 41,513 | $85.46 | $3,547,700.98 |
DisclosureSEC source: 0001628280-24-006655 · wk-form4_1708723202.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 499,692.069 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1). Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:20 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 75,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-006655 · wk-form4_1708723202.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 541,205.069 F1 · kind: 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 21, 2021. Read SEC document |
| January 17, 2024 Filed Jan 19, 2024 21:16 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 44,691 | $85.97 | $3,842,085.27 |
DisclosureSEC source: 0001209191-24-001924 · doc4.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 462,848.481 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 21, 2021. Read SEC document |
| January 17, 2024 Filed Jan 19, 2024 21:16 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 80,808.84 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001924 · doc4.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 507,539.481 F1 · kind: Restricted Stock Units granted in 2024 as part of 2023 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| October 25, 2023 Filed Oct 27, 2023 20:36 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 111,938.36 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-053769 · doc4.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 423,154.898 F1 · kind: Restricted Stock Units that are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| July 20, 2023 Filed Jul 21, 2023 20:18 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043069 · doc4.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 309,040.412 Read SEC document |
| July 20, 2023 Filed Jul 21, 2023 20:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 37,608 | $93.78 | $3,526,851.91 |
DisclosureSEC source: 0001209191-23-043069 · doc4.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319,040.412 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $93.74 to $93.83, 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 |
| February 24, 2023 Filed Feb 24, 2023 21:33 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 46,530 | $97.94 | $4,557,148.20 |
DisclosureSEC source: 0001209191-23-012735 · doc4.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,604.427 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the LTIP Awards described in footnote (1). Read SEC document |
| February 24, 2023 Filed Feb 24, 2023 21:33 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 84,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012735 · doc4.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,134.427 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of long-term incentive program awards ("LTIP Awards") granted on January 17, 2020. Read SEC document |
| January 31, 2023 Filed Feb 1, 2023 21:37 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 8,077 | $96.54 | $779,726.12 |
DisclosureSEC source: 0001209191-23-005931 · doc4.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,320.941 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $96.40 to $96.66, 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 |
| January 30, 2023 Filed Feb 1, 2023 21:37 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 15,133 | $96.20 | $1,455,861.19 |
DisclosureSEC source: 0001209191-23-005931 · doc4.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,397.941 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $96.20 to $96.22, 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 |
| January 18, 2023 Filed Jan 20, 2023 21:28 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004257 · doc4.xml · nonDerivative · entry 5 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,530.941 Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:28 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 5,672 | $97.72 | $554,272.38 |
DisclosureSEC source: 0001209191-23-004257 · doc4.xml · nonDerivative · entry 4 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,530.941 F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $97.57 to $97.86, 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 |
| January 18, 2023 Filed Jan 20, 2023 21:28 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 39,238 | $96.95 | $3,804,080.94 |
DisclosureSEC source: 0001209191-23-004257 · doc4.xml · nonDerivative · entry 3 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,202.941 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $96.57 to $97.55, 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 |
| January 18, 2023 Filed Jan 20, 2023 21:28 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 22,837 | $97.08 | $2,217,015.96 |
DisclosureSEC source: 0001209191-23-004257 · doc4.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,440.941 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 17, 2020. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:28 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 61,992.65 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004257 · doc4.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416,277.941 F1 · kind: Restricted Stock Units granted in 2023 as part of 2022 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 21:27 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 55,564 | $93.55 | $5,198,012.20 |
DisclosureSEC source: 0001209191-22-013183 · doc4.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,220.084 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the LTIP Awards described in footnote (1). Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 21:27 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 100,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013183 · doc4.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,784.084 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of long-term incentive program awards ("LTIP Awards") granted on January 18, 2019. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 21:12 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 18,414 | $102.56 | $1,888,525.11 |
DisclosureSEC source: 0001209191-22-006344 · doc4.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,996.286 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $102.52 to $102.59, 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 |
| January 20, 2022 Filed Jan 21, 2022 21:25 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 17,394 | $95.73 | $1,665,127.62 |
DisclosureSEC source: 0001209191-22-004432 · doc4.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,410.286 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2019. Read SEC document |
| January 20, 2022 Filed Jan 21, 2022 21:25 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 68,043.21 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-004432 · doc4.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,804.286 F1 · kind: Restricted Stock Units granted in 2022 as part of 2021 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| April 19, 2021 Filed Apr 21, 2021 20:06 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 73,162 | $80.06 | $5,856,983.91 |
DisclosureSEC source: 0001209191-21-027762 · doc4.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,914.724 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $80 to $80.26, 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 |
| February 26, 2021 Filed Feb 26, 2021 21:20 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 34,410 | $78.43 | $2,698,776.30 |
DisclosureSEC source: 0001209191-21-014745 · doc4.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,076.724 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the LTIP Awards described in footnote (1). Read SEC document |
| February 26, 2021 Filed Feb 26, 2021 21:20 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 64,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014745 · doc4.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,486.724 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of long-term incentive program awards ("LTIP Awards") granted on January 19, 2018. Read SEC document |
| January 21, 2021 Filed Jan 22, 2021 21:36 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 16,440 | $74.84 | $1,230,369.60 |
DisclosureSEC source: 0001209191-21-004886 · doc4.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,085.23 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 19, 2018. Read SEC document |
| January 21, 2021 Filed Jan 22, 2021 21:36 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 79,976.54 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-004886 · doc4.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,525.23 F1 · kind: Restricted Stock Units granted in 2021 as part of 2020 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| February 28, 2020 Filed Feb 28, 2020 21:27 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 27,150 | $45.41 | $1,232,881.50 |
DisclosureSEC source: 0001209191-20-013849 · doc4.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,031.139 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the LTIP Awards described in footnote (1). Read SEC document |
| February 28, 2020 Filed Feb 28, 2020 21:27 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 51,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013849 · doc4.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,181.139 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of long-term incentive program awards ("LTIP Awards") granted on January 18, 2017. Read SEC document |
| January 17, 2020 Filed Jan 17, 2020 21:31 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 18,504 | $56.44 | $1,044,365.76 |
DisclosureSEC source: 0001209191-20-004012 · doc4.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Head of Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,464.443 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2017. 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.