Morgan Stanley Bitcoin Trust names new CFO

Rhea-AI Filing Summary

Morgan Stanley Bitcoin Trust reported a leadership change at its delegated sponsor, Morgan Stanley Investment Management Inc. On May 14, 2026, Sally Diffley was appointed Chief Financial Officer of the Delegated Sponsor, following the previously announced resignation of Rohit Goenka as CFO on May 11, 2026.

Ms. Diffley is a certified public accountant, a member of Morgan Stanley’s Investment Management Operating Committee and Finance Management Committee, and previously served as Investment Management Controller after joining Morgan Stanley in 2020. Before that, she was E*TRADE’s Assistant Controller and began her career at Deloitte.

8-K Event Classification

Item 8.01 — Other Events

1 item

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Key Figures

Appointment date of new CFO: May 14, 2026 Resignation date of prior CFO: May 11, 2026 Trading symbol: MSBT +1 more

4 metrics

Appointment date of new CFO May 14, 2026 Sally Diffley named CFO of Delegated Sponsor

Resignation date of prior CFO May 11, 2026 Resignation of Rohit Goenka as CFO of Delegated Sponsor

Trading symbol MSBT Common Shares of Beneficial Interest listed on NYSE Arca

Registrant phone number (212) 761-4000 Contact number for Morgan Stanley Bitcoin Trust

Key Terms

Chief Financial Officer, Delegated Sponsor, Common Shares of Beneficial Interest, Emerging growth company, +1 more

5 terms

Chief Financial Officer financial

"Sally Diffley was appointed to the position of Chief Financial Officer of Morgan Stanley Investment Management Inc."

A Chief Financial Officer (CFO) is the person in charge of a company's money and financial planning. They decide how to spend, save, and invest funds to help the company grow and stay stable. Their role is important because good financial decisions keep the company healthy and successful.

Delegated Sponsor financial

"Morgan Stanley Investment Management Inc., the delegated sponsor (“Delegated Sponsor”) of Morgan Stanley Bitcoin Trust"

Common Shares of Beneficial Interest financial

"Common Shares of Beneficial Interest of Morgan Stanley Bitcoin Trust"

Common Shares of Beneficial Interest are units that represent ownership in a company or organization, like owning a piece of a pie. They give investors voting rights and a chance to share in profits, making them important for those looking to invest and have a say in how the organization is run.

Emerging growth company regulatory

"Emerging growth company x"

An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.

Investment Management Operating Committee financial

"Ms. Diffley is a member of Morgan Stanley’s Investment Management Operating Committee"

FAQ

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

What change in leadership did Morgan Stanley Bitcoin Trust (MSBT) disclose?

Morgan Stanley Bitcoin Trust disclosed that Sally Diffley was appointed Chief Financial Officer of Morgan Stanley Investment Management Inc., the Delegated Sponsor of the Trust, on May 14, 2026, following the previously announced resignation of prior CFO Rohit Goenka on May 11, 2026.

Who is Sally Diffley, the new CFO related to Morgan Stanley Bitcoin Trust (MSBT)?

Sally Diffley is the new Chief Financial Officer of Morgan Stanley Investment Management Inc., the Delegated Sponsor of the Trust. She is a certified public accountant, serves on Morgan Stanley’s Investment Management Operating Committee and Finance Management Committee, and previously worked at Morgan Stanley, E*TRADE, and Deloitte.

What is the relationship between Morgan Stanley Investment Management Inc. and Morgan Stanley Bitcoin Trust (MSBT)?

Morgan Stanley Investment Management Inc. acts as the Delegated Sponsor of Morgan Stanley Bitcoin Trust and is a wholly owned subsidiary of Morgan Stanley. The leadership change affects the Delegated Sponsor, which is responsible for sponsor functions on behalf of the Trust and its operations.

When did the prior CFO of the Delegated Sponsor of MSBT resign?

The prior Chief Financial Officer of the Delegated Sponsor, Rohit Goenka, resigned on May 11, 2026. His resignation was previously announced, and the subsequent Form 8-K notes that his role was filled by the appointment of Sally Diffley as CFO on May 14, 2026.

What relevant experience does MSBT’s new associated CFO, Sally Diffley, have?

Sally Diffley previously served as Morgan Stanley’s Investment Management Controller and held central Finance Division roles. Before joining Morgan Stanley in 2020, she was E*TRADE’s Assistant Controller, began her career at Deloitte, and holds undergraduate and graduate accounting degrees from the University of Notre Dame.

On which exchange are Morgan Stanley Bitcoin Trust (MSBT) shares listed?

Common Shares of Beneficial Interest of Morgan Stanley Bitcoin Trust trade under the symbol MSBT on NYSE Arca, Inc. This listing information identifies where investors can buy or sell trust shares in the public markets through their brokerage platforms.

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

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Accepted by SEC EDGAR 05/20/2026 - 04:07 PM EDT Learn about SEC filing dates

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 14, 2026

MORGAN STANLEY BITCOIN TRUST

(Exact name of registrant as specified in its charter)

Delaware		001-43211		32-6833090
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

1585 Broadway New York, New York		10036
(Address of principal executive offices)		(Zip Code)

(212) 761-4000 

(Registrant’s telephone number, including area code)

N/A 

(Former name or former address, if changed since last report)

Securities registered pursuant to Section 12(b) of the Exchange Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Shares of Beneficial Interest of Morgan Stanley Bitcoin Trust		MSBT		NYSE Arca, Inc.

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company x

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 8.01 Other Events.

On May 14, 2026, Sally Diffley was appointed to the position of Chief Financial Officer of Morgan Stanley Investment Management Inc., the delegated sponsor (“Delegated Sponsor”) of Morgan Stanley Bitcoin Trust (the “Trust”). Ms. Diffley’s appointment was made in connection with the previously-announced resignation of Rohit Goenka as Chief Financial Officer of the Delegated Sponsor on May 11, 2026.

The Delegated Sponsor of the Trust is a wholly-owned subsidiary of Morgan Stanley. Ms. Diffley is a member of Morgan Stanley’s Investment Management Operating Committee and the Finance Management Committee. Ms. Diffley previously served as Morgan Stanley’s Investment Management Controller and has held central roles supporting the Finance Division. Prior to joining Morgan Stanley in 2020, Ms. Diffley was most recently E*TRADE's Assistant Controller. Ms. Diffley is a certified public accountant and began her career at Deloitte. She earned undergraduate and graduate degrees in Accounting from the University of Notre Dame.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Dated: May 20, 2026

	Morgan Stanley Bitcoin Trust
	By:	Morgan Stanley Investment Management Inc., as the Delegated Sponsor of the Trust
	By:	/s/ Scott Steel
	Name:	Scott Steel*
	Title:	Managing Director

* The registrant is a trust and the person is signing in their capacity as an officer of Morgan Stanley Investment Management Inc., the Delegated Sponsor of the registrant.

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