Morgan Stanley Co‑President gifts 10,000 shares; 383,757.251 left

Morgan Stanley (MS) filed a Form 4 for its Co‑President reporting a bona fide gift of common stock.

Accepted by SEC EDGAR 10/31/2025 - 04:43 PM EDT Learn about SEC filing dates

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.

Insider Trade Summary

10,000 shares gifted

Gift 1 txn

Insider SIMKOWITZ DANIEL A

Role Co-President

Type	Security	Shares	Price	Value
Gift	Common Stock	10,000	$0.00	$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)

FAQ

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

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.

Was there a sale price for the MS shares gifted?

No sale occurred; the gift is reported at $0 per share.

Who is the reporting person’s relationship to Morgan Stanley (MS)?

The reporting person is an Officer (Co‑President) of Morgan Stanley.

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

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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^*

SIMKOWITZ DANIEL A

(Last) (First) (Middle)

C/O MORGAN STANLEY

1585 BROADWAY

(Street)

NEW YORK NY 10036

(City) (State) (Zip)

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)
	Co-President

3. Date of Earliest Transaction (Month/Day/Year)
10/29/2025

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

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

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

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	10/29/2025		G		10,000	D	$0	383,757.251	D
Common Stock								1,784.419	I	By 401(k) Plan

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	10/31/2025
	** 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.