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.
Morgan Stanley Finance LLC is offering Trigger PLUS notes due June 28, 2029, fully and unconditionally guaranteed by Morgan Stanley. Each security has a stated principal amount of $1,000 and an estimated value on the pricing date of approximately $950.70.
At maturity the payment depends on the performance of the worst performing underlier (the Russell 2000® and the S&P 500®): if both final levels are above their initial levels investors receive principal plus a leveraged upside (leverage factor to be set between 130% and 135%); if the worst performing underlier is at or above its downside threshold (75% of initial level) investors receive only principal; if the worst performing underlier is below its downside threshold investors suffer a proportional loss of principal (1% loss per 1% decline), with no minimum payment. The securities pay no interest and expose holders to issuer credit risk and limited secondary-market liquidity.
The pricing supplement describes Morgan Stanley Finance LLC offering Trigger PLUS principal-at-risk notes due June 30, 2031 linked to the worst performing of the Dow Jones Industrial Average and the S&P 500® Index. Each security has a stated principal amount $1,000. At maturity the payoff depends solely on the closing levels on the observation date: investors receive the principal plus a leveraged upside if both underliers finish above their initial levels; receive only principal if the worst performing underlier finishes at or below its initial level but at or above its downside threshold (70% of initial); or suffer proportional losses to the worst performing underlier if that underlier finishes below the downside threshold (potentially down to zero). The final leverage factor will be set on the pricing date (stated range 125% to 130%). All payments are subject to issuer and guarantor credit risk and the document notes an estimated value on the pricing date of approximately $938.80 per security.
Morgan Stanley Finance LLC priced Trigger PLUS notes due June 30, 2031, unsecured obligations of MSFL fully and unconditionally guaranteed by Morgan Stanley. Each note has a stated principal amount of $1,000 and links to the worst performing of the Dow Jones Industrial Average and the S&P 500.
At maturity the payoff depends on the worst performing underlier: if both final levels exceed their initial levels, holders receive principal plus a leveraged upside; if the worst performing underlier falls below its downside threshold (70% of its initial level), principal is reduced 1% for each 1% decline. The preliminary document shows a leverage factor of at least 127%, an estimated value on the pricing date of approximately $948.70 per security, and key dates including strike/pricing on June 25, 2026 and maturity on June 30, 2031.
Morgan Stanley Finance LLC is offering market-linked notes due June 30, 2031, fully guaranteed by Morgan Stanley, linked to the S&P 500® Futures Excess Return Index. Each note has a $1,000 stated principal amount and an estimated value on the pricing date of approximately $938.70. At maturity, if the final level exceeds the initial level, holders receive the stated principal plus an upside payment equal to the stated principal multiplied by the participation rate and the underlier percent change; otherwise, holders receive only the stated principal. The participation rate will be set on the pricing date within the disclosed range of 123.25% to 128.25%. The notes do not pay periodic interest, are unsecured obligations of MSFL, and are subject to Morgan Stanley credit risk. The notes will not be listed on an exchange and secondary market liquidity may be limited.
The pricing supplement offers market-linked notes issued by Morgan Stanley Finance LLC, fully guaranteed by Morgan Stanley, linked to the worst performing of the Dow Jones Industrial and the S&P 500®. Each note has a $1,000 stated principal amount and matures on June 28, 2030. Investors receive the stated principal at maturity if the final level of either underlier is equal to or below its initial level; if the worst performing underlier appreciates, investors receive the stated principal plus a payment equal to the 100% participation rate times that appreciation, capped by a maximum payment at maturity of $1,350 to $1,400 per note. The estimated value on the pricing date is approximately $950 per note. All payments are subject to Morgan Stanley's credit risk. Terms include a strike/pricing date of June 25, 2026 and an observation date of June 25, 2030.
Morgan Stanley Finance LLC is offering Trigger PLUS notes due July 6, 2032, fully and unconditionally guaranteed by Morgan Stanley. Each Trigger PLUS has a stated principal amount of $1,000 and pays no interest. Investors receive $1,000 + 133% of index appreciation at maturity subject to a maximum payment of at least $1,850. If the final S&P 500® closing value is at or above the trigger level (85% of the initial index value), investors receive at least the stated principal. If the final index value is below the trigger level, payoff equals the stated principal multiplied by the index performance factor and can result in loss of most or all principal (1% loss for each 1% decline). The pricing date is June 16, 2026, original issue date is June 22, 2026, estimated value on the pricing date is approximately $950.70, and the issue price is $1,000 per Trigger PLUS.
Morgan Stanley Finance LLC is offering market-linked notes due June 30, 2031, fully and unconditionally guaranteed by Morgan Stanley, linked to the EURO STOXX 50® Index. The notes pay no interest and return the stated principal at maturity; if the index closes above the initial level on the observation date, investors receive the stated principal plus an upside payment equal to the stated principal × participation rate × underlier percent change. The participation rate will be set on the pricing date within a range of 115.25% to 125.25%. The original issue price is $1,000 per note and the issuer’s estimated value on the pricing date is approximately $941.80 per note. All payments are subject to the issuer’s credit risk, the notes are unsecured, will not be listed, and secondary market liquidity may be limited.
Morgan Stanley Finance LLC is offering structured, principal-at-risk notes due July 6, 2029, issued at a stated principal amount of $1,000 per security. The notes pay a contingent coupon (determined on the pricing date) in a range of 7.75%–8.75% per annum and are linked to the worst performing of the EURO STOXX 50®, Russell 2000® and S&P 500® indices.
The securities are auto-callable on specified redemption determination dates beginning December 30, 2026, pay coupons only if all underliers meet coupon barrier levels (each set at 60% of initial), and return principal at maturity only if all underliers are at or above their downside threshold levels (each 60% of initial). If the worst performing underlier is below its downside threshold at maturity, payment equals the stated principal multiplied by that underlier’s performance factor, exposing investors to full or substantial principal loss. The document shows an estimated value on the pricing date of approximately $974 per security.
Morgan Stanley Finance LLC priced market-linked notes linked to the S&P 500® Index, due June 28, 2029, issued at a stated principal amount of $1,000 per note. The notes pay no interest and repay the stated principal at maturity if the index is flat or down; if the index is up, holders receive the principal plus an upside payment equal to the index appreciation multiplied by a 100% participation rate, subject to a maximum payment at maturity of $1,192.50 to $1,212.50 per note. The estimated value on the pricing date is approximately $961.90 per note. All payments are unsecured and subject to Morgan Stanley's credit risk; the notes will not be listed on an exchange.
Morgan Stanley Finance LLC and Morgan Stanley propose structured, market-linked notes due June 10, 2030 that pay no periodic interest and return the stated principal plus an upside payment at maturity only if the S&P 500® Futures Excess Return Index (the underlier) closes above the initial level on the observation date.
The notes have a stated principal amount of $1,000 per note, a 100% participation rate in any appreciation, and an estimated value on the pricing date of approximately $952.60 per note. Pricing/strike date is June 5, 2026. All payments are unsecured and subject to Morgan Stanley's credit risk; the notes will not be listed.