MS Form 4: Officer gifts 10,000 shares, retains 383,757.251 direct
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Morgan Stanley (MS) filed a Form 4 for its Co‑President reporting a bona fide gift of common stock. On 10/29/2025, the insider disposed of 10,000 shares of Common Stock at $0 per share under transaction code G (gift).
Following the transaction, the insider beneficially owns 383,757.251 shares directly. In addition, 1,784.419 shares are held indirectly by a 401(k) Plan. This filing reflects a transfer by gift rather than an open-market sale.
Positive
- None.
Negative
- None.
Insider Trade Summary
10,000 shares gifted
Mixed
2 txns
Insider
SIMKOWITZ DANIEL A
Role
Co-President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 10,000 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 383,757.251 shares (Direct);
Common Stock — 1,784.419 shares (Indirect, By 401(k) Plan)
Footnotes (1)
FAQ
What insider transaction did Morgan Stanley (MS) report?
A Co‑President reported a gift of 10,000 shares of Morgan Stanley common stock on 10/29/2025 (transaction code G).
What remains of the insider’s direct holdings after the gift at MS?
The insider now directly holds 383,757.251 shares of Morgan Stanley common stock.
Does the insider have any indirect holdings at Morgan Stanley (MS)?
Yes. There are 1,784.419 shares held indirectly by a 401(k) Plan.
What does transaction code G indicate on a Form 4?
Code G indicates a bona fide gift of securities.
Who is the reporting person’s relationship to Morgan Stanley (MS)?
The reporting person is an Officer (Co‑President) of Morgan Stanley.