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Morgan Stanley director Thomas H. Glocer received equity awards in the form of company stock. On June 1, 2026, he acquired 512.004 shares of Common Stock at an indicated value of $209.9594 per share and 1,309.777 additional shares at no stated price.
These awards relate to restricted and deferred stock units under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into Common Stock on a 1-to-1 basis. Following the transactions, he directly holds 124,037.788 shares of Morgan Stanley Common Stock.
Morgan Stanley director Thomas H. Glocer received equity awards in the form of company stock. On June 1, 2026, he acquired 512.004 shares of Common Stock at an indicated value of $209.9594 per share and 1,309.777 additional shares at no stated price.
These awards relate to restricted and deferred stock units under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into Common Stock on a 1-to-1 basis. Following the transactions, he directly holds 124,037.788 shares of Morgan Stanley Common Stock.
Morgan Stanley director Mary L. Schapiro received an equity award of 1,309.777 shares of Common Stock on June 1, 2026. The award consists of restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which convert into Common Stock on a 1-to-1 basis.
These shares were granted as compensation at no cash cost per share. Following this award, Schapiro directly holds a total of 41,842.588 shares of Morgan Stanley Common Stock. The filing does not report any open-market purchases or sales, only this grant/award acquisition.
Morgan Stanley director Mary L. Schapiro received an equity award of 1,309.777 shares of Common Stock on June 1, 2026. The award consists of restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which convert into Common Stock on a 1-to-1 basis.
These shares were granted as compensation at no cash cost per share. Following this award, Schapiro directly holds a total of 41,842.588 shares of Morgan Stanley Common Stock. The filing does not report any open-market purchases or sales, only this grant/award acquisition.
Morgan Stanley files an amended Form 13F restating its prior report to remove an erroneously included holding in CUSIP 64119N608; the amendment is numbered 1 and signed by Claire Gordon on 05-27-2026. The filing states there are no other changes to reported positions.
Morgan Stanley files an amended Form 13F restating its prior report to remove an erroneously included holding in CUSIP 64119N608; the amendment is numbered 1 and signed by Claire Gordon on 05-27-2026. The filing states there are no other changes to reported positions.
Morgan Stanley filed an amendment to its Form 13F restating the prior filing to remove an erroneously included holding in CUSIP 64119N608. The amendment states there are no other changes to the positions reported. The report also lists 24 other included managers and a holdings table total value of $1,651,637,694,209.
Morgan Stanley filed an amendment to its Form 13F restating the prior filing to remove an erroneously included holding in CUSIP 64119N608. The amendment states there are no other changes to the positions reported. The report also lists 24 other included managers and a holdings table total value of $1,651,637,694,209.
Morgan Stanley director Yasushi Itagaki has filed an initial Form 3 reporting no transactions. The filing identifies him as a director of Morgan Stanley but does not list any common stock or derivative holdings in the provided data. Form 3 serves as a baseline disclosure of insider ownership when a person first becomes an insider.
Morgan Stanley director Yasushi Itagaki has filed an initial Form 3 reporting no transactions. The filing identifies him as a director of Morgan Stanley but does not list any common stock or derivative holdings in the provided data. Form 3 serves as a baseline disclosure of insider ownership when a person first becomes an insider.
Morgan Stanley reported the results of its 2026 Annual Meeting of Shareholders held on May 14, 2026. Shareholders elected all director nominees, ratified Deloitte & Touche LLP as independent auditor for the 2026 fiscal year, and approved the non-binding advisory vote on executive compensation.
Shareholders voted against a shareholder proposal requesting an independent Board Chairman. Each director received over 1.22 billion "for" votes, and the say‑on‑pay proposal received about 1.25 billion "for" votes versus roughly 55 million "against". The independent auditor ratification passed with more than 1.37 billion "for" votes.
Morgan Stanley reported the results of its 2026 Annual Meeting of Shareholders held on May 14, 2026. Shareholders elected all director nominees, ratified Deloitte & Touche LLP as independent auditor for the 2026 fiscal year, and approved the non-binding advisory vote on executive compensation.
Shareholders voted against a shareholder proposal requesting an independent Board Chairman. Each director received over 1.22 billion "for" votes, and the say‑on‑pay proposal received about 1.25 billion "for" votes versus roughly 55 million "against". The independent auditor ratification passed with more than 1.37 billion "for" votes.
Morgan Stanley submitted a Form 13F: a 13F Combination Report showing aggregated institutional holdings information across affiliated managers. The filing lists 24 other included managers, 45,985 Form 13F information table entries and a total reported market value of $1,659,786,624,056.
Morgan Stanley submitted a Form 13F: a 13F Combination Report showing aggregated institutional holdings information across affiliated managers. The filing lists 24 other included managers, 45,985 Form 13F information table entries and a total reported market value of $1,659,786,624,056.
Morgan Stanley reported strong first‑quarter 2026 results, with net revenues of $20.6 billion and net income applicable to shareholders of $5.4 billion, up 16% and 30% from a year earlier. Diluted EPS rose to $3.43 from $2.60, and ROE reached 21.0% with ROTCE of 27.1%, above the firm’s 20% ROTCE goal.
Institutional Securities net revenues increased 19% to $10.7 billion, driven by stronger Markets performance and a 36% rebound in Investment Banking, especially Advisory. Wealth Management net revenues grew 16% to $8.5 billion, with a 30.4% pre‑tax margin, $118.4 billion of net new assets and $53.7 billion in fee‑based asset flows. Investment Management net revenues slipped 4% to $1.5 billion as lower performance‑based income offset higher fee revenues on larger AUM.
The firm kept its expense efficiency ratio at 65% despite $178 million of severance tied to a workforce action affecting about 2% of employees. Credit quality remained manageable, with a consolidated provision for credit losses of $98 million, mainly on commercial real estate and macro uncertainty.
Capital and liquidity stayed robust: the Standardized Common Equity Tier 1 capital ratio was 15.1%, Tier 1 leverage 6.1% and the Liquidity Coverage Ratio 130%. Average liquidity resources were $395.1 billion. The firm returned capital through repurchasing $1.75 billion of stock at an average price of $169.15 per share and declared a quarterly common dividend of $1.00 per share.
Morgan Stanley reported strong first‑quarter 2026 results, with net revenues of $20.6 billion and net income applicable to shareholders of $5.4 billion, up 16% and 30% from a year earlier. Diluted EPS rose to $3.43 from $2.60, and ROE reached 21.0% with ROTCE of 27.1%, above the firm’s 20% ROTCE goal.
Institutional Securities net revenues increased 19% to $10.7 billion, driven by stronger Markets performance and a 36% rebound in Investment Banking, especially Advisory. Wealth Management net revenues grew 16% to $8.5 billion, with a 30.4% pre‑tax margin, $118.4 billion of net new assets and $53.7 billion in fee‑based asset flows. Investment Management net revenues slipped 4% to $1.5 billion as lower performance‑based income offset higher fee revenues on larger AUM.
The firm kept its expense efficiency ratio at 65% despite $178 million of severance tied to a workforce action affecting about 2% of employees. Credit quality remained manageable, with a consolidated provision for credit losses of $98 million, mainly on commercial real estate and macro uncertainty.
Capital and liquidity stayed robust: the Standardized Common Equity Tier 1 capital ratio was 15.1%, Tier 1 leverage 6.1% and the Liquidity Coverage Ratio 130%. Average liquidity resources were $395.1 billion. The firm returned capital through repurchasing $1.75 billion of stock at an average price of $169.15 per share and declared a quarterly common dividend of $1.00 per share.
Vanguard Capital Management reports beneficial ownership of 89,855,360 shares of Morgan Stanley common stock, representing 5.65% of the class. The filing states Vanguard has sole dispositive power over 89,855,360 shares and sole voting power over 12,140,228 shares. The disclosure notes these holdings include securities held for Vanguard funds and managed accounts. The schedule is signed by Ashley Grim on 04/30/2026.
Vanguard Capital Management reports beneficial ownership of 89,855,360 shares of Morgan Stanley common stock, representing 5.65% of the class. The filing states Vanguard has sole dispositive power over 89,855,360 shares and sole voting power over 12,140,228 shares. The disclosure notes these holdings include securities held for Vanguard funds and managed accounts. The schedule is signed by Ashley Grim on 04/30/2026.
Morgan Stanley (MS) submitted a Form 144 notice reporting proposed sales of common stock through Morgan Stanley & Co. LLC. The filing lists 2,775 shares to be sold on 04/09/2026 for cash; it also records 3,080 shares sold on 01/20/2026.
The broker of record for the 04/09/2026 entry is Morgan Stanley & Co. LLC. Dollar figures shown in the excerpt include $531,204.38 and $570,311.46, each paired with specific rows in the filing excerpt.
Morgan Stanley (MS) submitted a Form 144 notice reporting proposed sales of common stock through Morgan Stanley & Co. LLC. The filing lists 2,775 shares to be sold on 04/09/2026 for cash; it also records 3,080 shares sold on 01/20/2026.
The broker of record for the 04/09/2026 entry is Morgan Stanley & Co. LLC. Dollar figures shown in the excerpt include $531,204.38 and $570,311.46, each paired with specific rows in the filing excerpt.