Morgan Stanley (LDWY) discloses 280,953 shares, 5.9% stake
Rhea-AI Filing Summary
Bloomia Holdings, Inc. ownership disclosure: Morgan Stanley and Morgan Stanley Smith Barney LLC report beneficial ownership of 280,953 shares of Common Stock (CUSIP 45765Y204), representing 5.9% of the class. The filing is an Amendment No. 2 to a Schedule 13G/A and is signed by authorized signatories on 05/07/2026.
The cover-page entries show shared dispositive power of 280,953 shares for the reporting entities and cite Exhibit 99.2 for subsidiary identification and Item 7 detail.
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Insights
Large passive holder disclosure: Morgan Stanley reports a 5.9% stake via reporting units.
The Schedule 13G/A Amendment lists 280,953 shares of Common Stock under shared dispositive power, consistent with an institutional position disclosed under the lighter 13G regime. The filing cites related exhibits for subsidiary identification.
Impact is informational: changes in future filings or Form 13D would be material; subsequent amendments may show active intent.
Filing clarifies attribution across Morgan Stanley reporting units.
The cover notes the MS Reporting Units aggregation rule under Release No. 34-39538 and points readers to Exhibit 99.2 for Item 7 subsidiary details. This allocation language explains why multiple Morgan Stanley entities appear as filers.
Ownership percentage and shared dispositive counts are the key takeaways for voting and disclosure context.
Key Figures
Key Terms
Schedule 13G/A regulatory
MS Reporting Units regulatory
Exhibit 99.2 regulatory
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