Morgan Stanley CFO records stock gifts

Morgan Stanley Chief Financial Officer Sharon Yeshaya reported bona fide gifts of 18,344 shares of Common Stock on 2026-04-16.

Rhea-AI Filing Summary

Morgan Stanley Chief Financial Officer Sharon Yeshaya reported bona fide gifts of 18,344 shares of Common Stock on 2026-04-16. The transfers consisted of 9,172 shares from her direct holdings and 9,172 shares through an entity described as an LLC on behalf of a trust.

Following these gifts, Yeshaya directly holds 142,487.2 shares of Morgan Stanley Common Stock and indirectly holds 9,172 shares via the LLC/trust structure. Gift transactions are non-market dispositions with no sale proceeds, so they do not represent open-market buying or selling activity.

Insider Trade Summary

18,344 shares gifted

Gift 2 txns

Insider YESHAYA SHARON

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Gift	Common Stock	9,172	$0.00	$0.00
Gift	Common Stock	9,172	$0.00	$0.00

Holdings After Transaction: Common Stock — 142,487.2 shares (Direct); Common Stock — 9,172 shares (Indirect, By LLC on behalf of Trust)

Key Figures

Total shares gifted: 18,344 shares Direct shares gifted: 9,172 shares Indirect shares gifted: 9,172 shares +3 more

6 metrics

Total shares gifted 18,344 shares Bona fide gifts of Common Stock on April 16, 2026

Direct shares gifted 9,172 shares Gift from direct Common Stock holdings on April 16, 2026

Indirect shares gifted 9,172 shares Gift from indirect holdings via LLC on behalf of Trust

Direct holdings after transaction 142,487.2 shares Direct Common Stock owned following gifts on April 16, 2026

Indirect holdings after transaction 9,172 shares Indirect Common Stock owned via LLC on behalf of Trust

Gift transaction price $0.0000 per share Reported price per gifted share, indicating no sale proceeds

Key Terms

Bona fide gift, indirect ownership, Common Stock, Form 4

4 terms

Bona fide gift financial

"transaction_code_description": "Bona fide gift""

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

indirect ownership financial

""direct_or_indirect": "I", "nature_of_ownership": "By LLC on behalf of Trust""

Common Stock financial

""security_title": "Common Stock""

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

Form 4 financial

"INSIDER FILING DATA (Form 4):"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Morgan Stanley (MS) report for CFO Sharon Yeshaya?

Morgan Stanley reported that CFO Sharon Yeshaya made bona fide gifts of 18,344 shares of Common Stock on April 16, 2026. The Form 4 shows these transfers as non-market dispositions rather than open-market sales or purchases.

How many Morgan Stanley (MS) shares did the CFO gift in this Form 4 filing?

Sharon Yeshaya gifted a total of 18,344 Morgan Stanley Common Stock shares. The filing records 9,172 shares from direct ownership and 9,172 shares from indirect holdings through an LLC acting on behalf of a trust.

What are Sharon Yeshaya’s Morgan Stanley (MS) holdings after the reported gifts?

After the reported gifts, Sharon Yeshaya directly holds 142,487.2 Morgan Stanley Common Stock shares. She also indirectly holds 9,172 shares through an LLC on behalf of a trust, according to the Form 4 disclosure.

Were the Morgan Stanley (MS) CFO’s transactions open-market sales or bona fide gifts?

The transactions were bona fide gifts, not open-market sales. The Form 4 uses transaction code “G” and describes the actions as gift transfers, with a reported price per share of $0.0000, indicating no sale proceeds were received.

How are indirect Morgan Stanley (MS) shares held for CFO Sharon Yeshaya described?

The Form 4 describes Yeshaya’s indirect holdings as “By LLC on behalf of Trust.” This means 9,172 Morgan Stanley shares are held through an LLC structure associated with a trust, rather than in her name directly.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 04/17/2026 - 04:37 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

YESHAYA SHARON

(Last) (First) (Middle)

C/O MORGAN STANLEY

1585 BROADWAY

(Street)

NEW YORK NEW YORK 10036

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
MORGAN STANLEY [ MS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/16/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	04/16/2026		G		9,172	D	$0	142,487.2	D
Common Stock	04/16/2026		G		9,172	A	$0	9,172	I	By LLC on behalf of Trust

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

	/s/ Martin M. Cohen, Attorney-in-Fact	04/17/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)