Form 4 for MS Morgan Stanley
Accepted 2024-10-18 00:00:00 ET · period of report 2024-10-17 · accession 0001628280-24-043110 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| I | 2024-10-18 | 2024-10-17 | MS | LUCZO STEPHEN J | Dir | S - Sale | $119.17 | -60.0K | 138.4K | -30% | -$7.15M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2024-10-17 | S | D | 60,000 | $119.17 | 138,363 | I By Revocable Trust | — | — | (F1) The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $118.87 to $119.83, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. (F2) Since the Reporting Person's last report, 26,000 shares of Common Stock previously reported as indirectly beneficially owned by a grantor retained annuity trust were transferred back to the Reporting Person's Revocable Trust in satisfaction of an annuity payment. |