Form 4: Morgan Stanley Director Gifts 522 Shares of Common Stock

Morgan Stanley Director Erika H. James reported gifting 522 shares of common stock, reducing her direct beneficial ownership to 11,865.004 shares.

Summary

• Erika H. James, a Director at Morgan Stanley (MS), reported a transaction involving the company's common stock.
• On January 16, 2026, Ms. James disposed of 522 shares of common stock through a gift (Transaction Code 'G').
• The shares were disposed of at a price of $0 per share, consistent with a gift.
• Following this transaction, Ms. James's direct beneficial ownership of Morgan Stanley common stock stands at 11,865.004 shares.

Sentiment

Score: 5

Explanation: The sentiment is neutral. A director gifting a small number of shares is a routine insider transaction and does not reflect positively or negatively on the company's operational or financial performance.

Negatives

• A director's direct beneficial ownership of common stock decreased by 522 shares.

Future Outlook

This filing does not contain any forward-looking statements or guidance.

Industry Context

This insider transaction is a routine disclosure for a director of a major financial institution like Morgan Stanley and does not reflect broader industry trends or competitive positioning.

Related Party Transactions

• Erika H. James, a Director of Morgan Stanley, disposed of 522 shares of common stock of the issuer through a gift.

Stakeholder Impact

• Shareholders: The transaction represents a minor reduction in a director's direct ownership, which is unlikely to have any material impact on the company's stock price or shareholder value.

Key Dates

Keywords

Morgan Stanley, MS, SEC Form 4, Insider Transaction, Director, Common Stock, Share Disposition, Gift