Morgan Stanley filings document the company’s financial services business, capital structure, governance and material events. The record includes 8-K reports for current events, proxy materials for annual meeting and shareholder voting matters, and securities listings covering common stock, depositary preferred shares and medium-term notes associated with Morgan Stanley Finance LLC.
Filings also disclose governance procedures, registered security classes, NYSE listing information, preferred stock series, debt-security registration matters and formal status changes such as a Form 25 notice for removal of a listed note class from exchange registration.
The issuer, Morgan Stanley Finance LLC, priced a preliminary offering of principal-at-risk notes linked to the worst performing of the iShares Silver Trust (SLV), the Nasdaq-100 Technology Sector (NDXT) and the Russell 2000 (RTY). The notes have a $1,000 stated principal per security, an original issue price of $1,000, a pricing/strike date of June 30, 2026, an issue date of July 6, 2026 and maturity on July 6, 2029.
The securities pay a contingent coupon only if each underlier is at or above its coupon barrier on observation dates; the coupon rate will be set on the pricing date and is indicated as between 12.50% and 13.50% per annum in this preliminary document. Automatic early redemption can occur on scheduled redemption determination dates if each underlier is at or above its call threshold; if not redeemed, payment at maturity depends on the worst performing underlier and may result in loss of principal if any underlier is below its downside threshold (set at 60% of initial level in the terms shown).
Morgan Stanley Finance LLC priced callable structured notes linked to the S&P 500® Futures Excess Return Index with a $1,000 stated principal per note and an original issue price of $1,000. The notes do not pay interest, mature on June 30, 2031, and include a call feature beginning on July 1, 2027 where Morgan Stanley may redeem if a risk‑neutral valuation model shows redemption is economically rational. If not redeemed, maturity payment is principal plus an upside payment equal to stated principal × 140% × index percent change when the final level exceeds the initial level; otherwise holders receive only principal. The estimated value on the pricing date is approximately $934.60 per note. All payments are subject to Morgan Stanley's credit risk and the notes will not be listed on any exchange.
The pricing supplement offers Callable Jump Notes issued by Morgan Stanley Finance LLC and fully guaranteed by Morgan Stanley, linked to the worst performing of the Russell 2000® Index and the S&P 500® Index. The notes have a $1,000 stated principal amount per note, do not pay periodic interest, and mature on June 30, 2031. Beginning on the first redemption date and on specified subsequent redemption dates, Morgan Stanley may call the notes if a risk neutral valuation model indicates redemption is economically rational; the first redemption date is July 1, 2027. If not redeemed, payment at maturity equals principal plus an upside payment only if the final level of each underlier exceeds its initial level; otherwise investors receive only principal. All payments are subject to the issuer and guarantor credit risk.
Morgan Stanley Finance LLC is offering structured, auto-callable Jump Notes due June 30, 2033, fully guaranteed by Morgan Stanley. Each note has a stated principal amount of $1,000 and an issue price of $1,000 per note. The notes pay no interest, carry 100% participation in positive underlier performance, and may be automatically redeemed on scheduled determination dates beginning June 25, 2027 for fixed early redemption payments (examples range from $1,075 to $1,506.25 per note depending on the determination date). If not called, maturity payment equals principal plus any upside payment when the final level exceeds the initial level; otherwise investors receive only the stated principal.
The underlier is the S&P® U.S. Equity Momentum 40% VT 4% Decrement Index (established March 14, 2022), with a reported closing level of 1,503.18 as of May 27, 2026. The issuer’s estimated value on the pricing date is approximately $924.60 per note. All payments remain subject to Morgan Stanley’s credit risk; these notes are unsecured, not exchange-listed, and secondary market liquidity may be limited.
Morgan Stanley Finance LLC is offering $1,050,000 aggregate face amount of Leveraged Buffered iShares Silver Trust-Linked Notes due June 30, 2027, fully and unconditionally guaranteed by Morgan Stanley. The notes pay no interest and return at maturity depends on the iShares Silver Trust (SLV) performance measured from the trade date May 28, 2026 to the determination date June 28, 2027. Each $1,000 face amount participates at 200% of upside up to a capped Maximum Settlement Amount of $1,480.80. A 15.00% buffer protects against declines up to 15.00%; declines beyond that expose investors to proportional losses via a Buffer Rate of approximately 117.65%. Trade date estimated value is $977.10 per note. Price to public per note is $1,000 with agent commission of $10.90. All payments are subject to issuer credit risk and the Calculation Agent (MS & Co.) has discretion over certain determinations.
Morgan Stanley Finance LLC offers structured, auto-callable Jump Notes tied to the S&P U.S. Equity Momentum 40% VT 4% Decrement Index with a stated principal of $1,000 per note. The notes pay no interest, may be automatically redeemed on scheduled determination dates for fixed early redemption payments and mature on June 30, 2033.
The strike and pricing dates are June 25, 2026, the first determination date is June 25, 2027, and the participation rate is 100%. Estimated value on the pricing date is approximately $922.40 per note, and all payments are subject to Morgan Stanley and MSFL credit risk.
Morgan Stanley Finance LLC priced Structured Investments Step-Up Jump Notes due June 30, 2033 linked to the Morgan Stanley Amplitude Index and fully guaranteed by Morgan Stanley. Each note has a $1,000 stated principal amount and an estimated value on the pricing date of approximately $897. The notes pay no interest, carry a 100% participation rate in upside at maturity if the final level exceeds the initial level, and feature automatic early redemption beginning on June 25, 2027 with fixed early redemption payments designed to provide roughly 16.00% per annum (e.g., $1,160 on first call).
The underlier is the Morgan Stanley Amplitude Index, a rules-based, volatility-targeted multi-asset index launched January 5, 2026 that deducts a 0.65% per annum index fee and had a closing level of 207.39 as of May 27, 2026. All payments are subject to the issuer and guarantor credit risk, the notes are unsecured, and they will not be listed on an exchange.
Morgan Stanley Finance LLC priced Structured Investments Step-Up Jump Notes due June 30, 2033, fully and unconditionally guaranteed by Morgan Stanley. The notes have a $1,000 stated principal amount, an issue price of $1,000 and an estimated value of approximately $905.10 on the pricing date. The notes pay no interest, participate at 100% of positive index performance and include an automatic early redemption feature beginning with the first determination date on June 25, 2027 with scheduled call thresholds that rise annually and fixed minimum early redemption payments (for example, at least $1,120 if called on the first early redemption date). Payments above principal at maturity or on early redemption depend on the performance of the Morgan Stanley Amplitude index; all payments are subject to the issuer’s and guarantor’s credit risk.
Morgan Stanley Finance LLC (guaranteed by Morgan Stanley) offers Structured Investments Jump Notes linked to the Morgan Stanley Amplitude Index with a stated principal amount of $1,000 per note. The notes pay no interest, may be automatically redeemed on specified determination dates beginning June 25, 2027 for fixed early redemption payments, and mature on June 30, 2033. If not earlier redeemed, maturity payoff equals principal plus any upside payment when the final level exceeds the initial level; otherwise investors receive the stated principal amount.
The pricing/strike date is June 25, 2026 and the estimated value on the pricing date is approximately $902.60 per note. All payments are unsecured and subject to the issuer/guarantor credit risk; the notes are not listed and secondary liquidity may be limited.
Morgan Stanley Finance LLC is offering unsecured, auto-callable Jump Notes due June 30, 2033, fully and unconditionally guaranteed by Morgan Stanley. Each note has a $1,000 stated principal amount and an estimated value on the pricing date of approximately $909.90. The notes pay no interest and may be automatically redeemed beginning on the first determination date, June 25, 2027, if the underlier (the Morgan Stanley Amplitude Index) closes at or above a call threshold equal to 100% of its initial level. Early redemption payments rise across six yearly determination dates (examples: at least $1,085 on the first, up to at least $1,510 on the sixth). If not redeemed, maturity payment equals principal plus any upside (100% participation) if the final level exceeds the initial level; otherwise holders receive only principal. All payments are subject to the issuer’s and guarantor’s credit risk. The offering incorporates a volatility-targeting and risk-mitigation index methodology and significant embedded fees and model-driven estimated value.