Form 4: Morgan Stanley Director Perry M. Traquina Acquires Shares Through Equity Plan

Director Perry M. Traquina acquired 530.162 shares of Morgan Stanley common stock through the company's Directors' Equity Capital Accumulation Plan.

Summary

• Perry M. Traquina, a director at Morgan Stanley, acquired 530.162 shares of common stock on December 1, 2024.
• The shares were acquired through the Morgan Stanley Directors' Equity Capital Accumulation Plan.
• The acquisition price was $132.0352 per share.
• These shares were granted in lieu of cash retainers for service on the Morgan Stanley Board of Directors.
• Following the transaction, Traquina beneficially owns 83,168.056 shares of Morgan Stanley common stock.

Sentiment

Score: 7

Explanation: The document reflects a routine transaction related to director compensation, which is generally viewed positively as it aligns director interests with shareholders. There are no negative implications.

Positives

• The acquisition of shares by a director demonstrates confidence in the company's future.
• The use of an equity plan aligns director compensation with shareholder interests.

Industry Context

This is a routine filing related to director compensation and is common practice for publicly traded companies.

Comparison to Industry Standards

• Many financial institutions use equity-based compensation plans for directors to align their interests with shareholders.
• The use of deferred stock units is a common method to provide long-term incentives for board members.
• The reporting of these transactions via SEC Form 4 is standard practice for all publicly traded companies.

Stakeholder Impact

• The transaction has a minor positive impact on shareholders as it aligns director interests with the company's performance.

Key Dates

Keywords

Morgan Stanley, Director, Equity Plan, Stock Acquisition, Beneficial Ownership, Form 4, MS