Welcome to our dedicated page for Morgan Stanley SEC filings (Ticker: MS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Morgan Stanley (NYSE: MS) SEC filings page on Stock Titan brings together the firm’s regulatory disclosures, including current reports on Form 8‑K and other registered securities information. These filings show how Morgan Stanley communicates material events such as quarterly and annual financial results, capital actions, regulatory capital developments and securities offerings.
Form 8‑K filings frequently cover the release of financial information for specific quarters and for the full year, with press releases and financial data supplements filed as exhibits. Other 8‑K reports describe changes in the firm’s Stress Capital Buffer under the Federal Reserve’s supervisory stress testing framework, providing context on Morgan Stanley’s U.S. Basel III Standardized Approach Common Equity Tier 1 capital requirements.
The filings also list the securities registered under Section 12(b) of the Securities Exchange Act of 1934, including common stock, multiple series of non‑cumulative preferred stock represented by depositary shares, and global medium‑term notes issued by Morgan Stanley or Morgan Stanley Finance LLC, with Morgan Stanley acting as guarantor for certain notes. Additional 8‑K filings describe the approval of forms of master notes for global medium‑term notes and related legal opinions and consents.
On Stock Titan, these SEC documents are updated as they are made available on EDGAR. AI‑powered summaries help explain the key points in lengthy filings, so users can quickly see what each 8‑K, 10‑K or 10‑Q addresses without reading every page. Investors can also use this page to monitor registered securities, preferred stock disclosures and other regulatory information related to Morgan Stanley.
Morgan Stanley Finance LLC is offering Buffered Performance Leveraged Upside Securities (Buffered PLUS) maturing 12 July 2030. The notes are unsecured, senior obligations of MSFL and are fully guaranteed by Morgan Stanley but carry principal-at-risk. The securities pay no periodic interest; investors’ sole return is received at maturity and depends on the performance of a three-index basket: the S&P 500, EURO STOXX 50 and TOPIX.
Dynamic performance weighting: on the 9 July 2030 observation date, the best-performing index is weighted 50 %, the second-best 35 % and the worst 15 %. The basket performance factor is the sum of the weighted percentage changes versus levels fixed on the 9 July 2025 strike date.
Payout profile • If the basket performance factor is positive, redemption = $1,000 + 1.15 × basket performance factor. • If the factor is between 0 % and –10 %, only par is returned. • Below –10 %, principal is reduced dollar-for-dollar beyond the 10 % buffer, subject to a $100 minimum (10 % of par).
Key terms:
- Issue price: $1,000; Estimated value: ≈ $945.80
- Sales commission: $25; structuring fee: $2
- CUSIP 61778NGM7; not exchange-listed; MS & Co. may provide limited secondary liquidity
- All payments subject to Morgan Stanley credit risk; MSFL has no independent operations
- Risk factors highlight market volatility, liquidity constraints, tax uncertainty and potential conflicts of interest
These notes suit investors seeking leveraged upside (115 %) with limited, but not full, downside protection, and who are comfortable with exposure to U.S., Eurozone and Japanese large-cap equity indices through a single five-year, non-interest-bearing security.
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