Form 4: Morgan Stanley Director Perry M. Traquina Reports Acquisition of Common Stock

Director Perry M. Traquina reports acquiring Morgan Stanley common stock through restricted stock units and deferred stock units.

Summary

• On June 1, 2024, Perry M. Traquina, a director of Morgan Stanley, acquired common stock through two transactions.
• The first transaction involved the acquisition of 2,675.293 shares of common stock at $0 per share through restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan.
• The second transaction involved the acquisition of 720.272 shares of common stock at $97.1856 per share through deferred stock units granted in lieu of cash retainers for service on the Morgan Stanley Board of Directors.
• Following these transactions, Traquina's total beneficial ownership of Morgan Stanley common stock is 81,321.926 shares.

Sentiment

Score: 6

Explanation: Neutral sentiment as it's a standard disclosure of stock transactions. The director's acquisition could be seen as a slightly positive signal, but it's not a major event.

Positives

• The acquisition of shares by a director may signal confidence in the company's future performance.

Industry Context

This filing is a routine disclosure of stock transactions by a company insider, as required by the SEC. It provides transparency into the actions of company leadership.

Stakeholder Impact

• The transactions have a minimal direct impact on stakeholders, but the director's stock ownership aligns their interests with those of shareholders.

Key Dates