| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MS | Common Stock | Award | $0 | +35,633 | +4.4% | $0.000000 | 842,448 | 17 Jan 2025 | Direct | F1 |
| transaction | MS | Common Stock | Tax liability | $5,439,462 | -40,052 | -4.8% | $135.81 | 802,396 | 17 Jan 2025 | Direct | F2 |
| transaction | MS | Common Stock | Other | $24,804,239 | -181,976 | -23% | $136.30 | 620,420 | 17 Jan 2025 | Direct | F3 |
| transaction | MS | Common Stock | Gift | $0 | -7,101 | -1.1% | $0.000000 | 613,319 | 17 Jan 2025 | Direct | |
| holding | MS | Common Stock | 181,976 | 17 Jan 2025 | By Grantor Retained Annuity Trust | ||||||
| holding | MS | Common Stock | 4,162 | 17 Jan 2025 | By 401(k) Plan |
| Id | Content |
|---|---|
| F1 | 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. |
| F2 | Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022. |
| F3 | 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. |