Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Director · Chairman and CEO | March 12, 2026 | March 13, 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 March 12, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 666,248.764 |
Ending reported balance
After 2026-03-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-12 · Grant · Acquired 60,897 · Balance 699,925.764 F1: 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. Row 2 · 2026-03-12 · Tax withholding · Disposed 33,677 · Balance 666,248.764 F2: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 4,298.477 |
Reported balance
Holding disclosure · report date 2026-03-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,298.477 |
| Common StockSEC Table I · non-derivative | IndirectBy Grantor Retained Annuity Trust | 104,963 |
Reported balance
Holding disclosure · report date 2026-03-12 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 104,963 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1).
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 |
|---|---|---|---|---|---|---|
| March 12, 2026 Filed Mar 13, 2026 20:16 UTC | MORGAN STANLEY MS · Entity 2815 | 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 | MORGAN STANLEY MS · Entity 2815 | 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 |
| February 19, 2026 Filed Feb 20, 2026 21:17 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 33,731 | $176.59 | $5,956,557.29 |
DisclosureSEC source: 0001628280-26-010215 · wk-form4_1771622239.xml · nonDerivative · entry 2 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 639,028.764 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 21:17 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 60,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010215 · wk-form4_1771622239.xml · nonDerivative · entry 1 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 672,759.764 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 16, 2026 Filed Jan 16, 2026 21:36 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 8,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002401 · wk-form4_1768599390.xml · nonDerivative · entry 2 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 610,454.899 Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:36 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 35,134 | $191.23 | $6,718,674.82 |
DisclosureSEC source: 0001628280-26-002401 · wk-form4_1768599390.xml · nonDerivative · entry 1 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 618,603.899 F1 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2023. F2 · balance_after: Since the Reporting Person's last report, 77,013 shares of Common Stock previously reported as indirectly beneficially owned by a grantor retained annuity trust were transferred back to the Reporting Person in satisfaction of an annuity payment. Read SEC document |
| October 31, 2025 Filed Oct 31, 2025 20:42 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 123 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-047850 · wk-form4_1761943366.xml · nonDerivative · entry 2 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 574,863.015 Read SEC document |
| October 31, 2025 Filed Oct 31, 2025 20:42 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100,000 | $164.34 | $16,434,440.00 |
DisclosureSEC source: 0001628280-25-047850 · wk-form4_1761943366.xml · nonDerivative · entry 1 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 574,986.015 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $164.11 to $164.65, 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 |
| February 21, 2025 Filed Feb 21, 2025 21:41 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 68,835 | $134.34 | $9,247,293.90 |
DisclosureSEC source: 0001628280-25-007145 · wk-form4_1740174081.xml · nonDerivative · entry 2 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 670,818.72 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 21:41 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 124,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-007145 · wk-form4_1740174081.xml · nonDerivative · entry 1 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 739,653.72 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 17, 2025 Filed Jan 17, 2025 21:41 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 7,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001846 · wk-form4_1737150090.xml · nonDerivative · entry 4 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 613,318.884 Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:41 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 181,976 | $136.31 | $24,804,238.68 |
DisclosureSEC source: 0001628280-25-001846 · wk-form4_1737150090.xml · nonDerivative · entry 3 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 620,419.884 F3 · kind: 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. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:41 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 40,052 | $135.81 | $5,439,462.12 |
DisclosureSEC source: 0001628280-25-001846 · wk-form4_1737150090.xml · nonDerivative · entry 2 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 802,395.884 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 21:41 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 35,632.97 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001846 · wk-form4_1737150090.xml · nonDerivative · entry 1 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 842,447.884 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 | OtherCommon Stock | 200,000 | $106.12 | $21,224,000.00 |
DisclosureSEC source: 0001628280-24-032319 · wk-form4_1721420873.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 801,407.394 F1 · kind: The Reporting Person contributed assets of equal value to his grantor retained annuity trust ("GRAT") in exchange for 200,000 shares of Common Stock previously reported as indirectly beneficially owned by a GRAT. For purposes of Section 16, there is no change in the number of shares beneficially owned by the Reporting Person as a result of this transaction. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 84,078 | $85.46 | $7,185,305.88 |
DisclosureSEC source: 0001628280-24-006650 · wk-form4_1708723082.xml · nonDerivative · entry 2 PICK EDWARD N · CIK 0001801222 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 598,603.877 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 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 152,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-006650 · wk-form4_1708723082.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 682,681.877 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 |
| February 05, 2024 Filed Feb 7, 2024 21:10 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-003702 · wk-form4_1707340208.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 527,386.452 Read SEC document |
| January 17, 2024 Filed Jan 19, 2024 21:14 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 10,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001922 · doc4.xml · nonDerivative · entry 3 PICK EDWARD N · CIK 0001801222 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 527,531.452 F3 · balance_after: Since the Reporting Person's last report, 200,000 shares of Common Stock previously reported as directly beneficially owned were contributed to a grantor retained annuity trust. Read SEC document |
| January 17, 2024 Filed Jan 19, 2024 21:14 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 61,171 | $85.97 | $5,258,870.87 |
DisclosureSEC source: 0001209191-24-001922 · doc4.xml · nonDerivative · entry 2 PICK EDWARD N · CIK 0001801222 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 538,091.452 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 21:14 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 76,064.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001922 · doc4.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 599,262.452 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 20:34 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 111,938.36 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-053767 · doc4.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 719,276.422 F1 · kind: Restricted Stock Units that are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 20:14 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100,000 | $94.33 | $9,433,050.00 |
DisclosureSEC source: 0001209191-23-043412 · doc4.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604,845.397 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $94.03 to $94.50, 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 21:31 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 76,338 | $97.94 | $7,476,543.72 |
DisclosureSEC source: 0001209191-23-012729 · doc4.xml · nonDerivative · entry 2 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702,504.094 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 21:31 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 138,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012729 · doc4.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 778,842.094 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 18, 2023 Filed Jan 20, 2023 21:25 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 1,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004251 · doc4.xml · nonDerivative · entry 5 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638,882.893 Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:25 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 25,246 | $97.62 | $2,464,405.96 |
DisclosureSEC source: 0001209191-23-004251 · doc4.xml · nonDerivative · entry 4 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639,964.893 F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $97.35 to $97.89, 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 21:25 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 109,754 | $96.84 | $10,628,160.29 |
DisclosureSEC source: 0001209191-23-004251 · doc4.xml · nonDerivative · entry 3 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665,210.893 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $96.35 to $97.32, 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 21:25 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 30,024 | $97.08 | $2,914,729.92 |
DisclosureSEC source: 0001209191-23-004251 · doc4.xml · nonDerivative · entry 2 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 774,964.893 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 21:25 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 61,477.12 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004251 · doc4.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804,988.893 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 |
| July 18, 2022 Filed Aug 12, 2022 20:17 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 126 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-045597 · doc4.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 739,380.427 Read SEC document |
| May 03, 2022 Filed May 13, 2022 20:19 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028869 · doc4.xml · nonDerivative · entry 2 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737,421.228 Read SEC document |
| April 20, 2022 Filed May 13, 2022 20:19 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 7,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028869 · doc4.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737,721.228 Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 21:22 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 122,142 | $93.55 | $11,426,384.10 |
DisclosureSEC source: 0001209191-22-013170 · doc4.xml · nonDerivative · entry 2 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 745,526.228 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 21:22 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 220,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013170 · doc4.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 867,668.228 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 20, 2022 Filed Jan 21, 2022 21:20 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 16,565 | $95.73 | $1,585,767.45 |
DisclosureSEC source: 0001209191-22-004420 · doc4.xml · nonDerivative · entry 2 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 645,185.978 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 21:20 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 70,040.81 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-004420 · doc4.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Co-President/Head of IS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661,750.978 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 |
| February 26, 2021 Filed Feb 26, 2021 21:17 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 77,248 | $78.43 | $6,058,560.64 |
DisclosureSEC source: 0001209191-21-014734 · doc4.xml · nonDerivative · entry 2 PICK EDWARD N · CIK 0001801222 · Head of Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,151.014 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 21:17 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 145,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014734 · doc4.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Head of Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665,399.014 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 21:34 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 3,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-004883 · doc4.xml · nonDerivative · entry 5 PICK EDWARD N · CIK 0001801222 · Head of Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,319.385 Read SEC document |
| January 21, 2021 Filed Jan 22, 2021 21:34 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 1,300 | $75.72 | $98,431.97 |
DisclosureSEC source: 0001209191-21-004883 · doc4.xml · nonDerivative · entry 4 PICK EDWARD N · CIK 0001801222 · Head of Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,897.385 F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $75.60 to $75.89, 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, 2021 Filed Jan 22, 2021 21:34 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 98,700 | $75.09 | $7,411,767.93 |
DisclosureSEC source: 0001209191-21-004883 · doc4.xml · nonDerivative · entry 3 PICK EDWARD N · CIK 0001801222 · Head of Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524,197.385 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $74.59 to $75.53, 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 |
| January 21, 2021 Filed Jan 22, 2021 21:34 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 23,716 | $74.84 | $1,774,905.44 |
DisclosureSEC source: 0001209191-21-004883 · doc4.xml · nonDerivative · entry 2 PICK EDWARD N · CIK 0001801222 · Head of Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 622,897.385 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 21:34 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 108,360.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-004883 · doc4.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Head of Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646,613.385 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 21:24 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 63,947 | $45.41 | $2,903,833.27 |
DisclosureSEC source: 0001209191-20-013830 · doc4.xml · nonDerivative · entry 2 PICK EDWARD N · CIK 0001801222 · Head of Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535,173.602 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 21:24 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 120,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013830 · doc4.xml · nonDerivative · entry 1 PICK EDWARD N · CIK 0001801222 · Head of Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 599,120.602 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.