Basisstatistiken
| LEI | IGJSJL3JD5P30I6NJZ34 |
| CIK | 895421 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Morgan Stanley
SEC Filings (Chronological Order)
Auf dieser Seite finden Sie eine vollständige, chronologische Liste der SEC-Einreichungen, mit Ausnahme der Eigentumseinreichungen, die wir an anderer Stelle bereitstellen.
| May 15, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 14, 2026 Morgan Stanley (Exact Name of Registrant as Specified in Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS |
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| May 5, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026 Commission File Number 1-11758 (Exact name of Registrant as specified in its charter) Delaware 1585 Broadway 36-3145972 (212) 761-4000 (State or other jurisdiction of incorporation or |
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| May 5, 2026 |
EXHIBIT 10.1 Eighth Amendment to Investor Agreement THIS EIGHTH AMENDMENT TO THE INVESTOR AGREEMENT (this “Amendment”), dated as of April 13, 2026, is made by and between Morgan Stanley, a Delaware corporation (the “Company”), and Mitsubishi UFJ Financial Group, Inc., a joint stock company organized under the laws of Japan (the “Investor”). W I T N E S SETH: WHEREAS, the Company and the Investor a |
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| May 5, 2026 |
To the Shareholders and the Board of Directors of Morgan Stanley: EXHIBIT 15 To the Shareholders and the Board of Directors of Morgan Stanley: We are aware that our report dated May 5, 2026, on our review of the interim financial information of Morgan Stanley appearing in this Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, is incorporated by reference in the following Registration Statements of the Firm: Filed on Form S-3: Registration Statement No. |
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| May 5, 2026 |
EXHIBIT 10.2 Morgan Stanley Equity Incentive Compensation Plan [YEAR] PERFORMANCE STOCK UNIT AWARD AWARD CERTIFICATE Morgan Stanley [Year] Performance Stock Unit Award Award Certificate Morgan Stanley has awarded you a [year] performance stock unit award (“PSU Award”) as an incentive for you to remain in Employment and provide services to the Firm. This Award Certificate sets forth the general ter |
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| April 15, 2026 |
Morgan Stanley First Quarter 2026 Earnings Results Morgan Stanley Reports Net Revenues of $20. |
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| April 15, 2026 |
First Quarter 2026 Earnings Results Quarterly Financial Supplement Page Consolidated Financial Summary 1 Consolidated Financial Metrics, Ratios and Statistical Data 2 Consolidated and U. |
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| April 15, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant To Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 15, 2026 Morgan Stanley (Exact Name of Registrant as Specified in Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation) (Commission File Number) (I |
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| April 8, 2026 |
As filed with the Securities and Exchange Commission on April 8, 2026 As filed with the Securities and Exchange Commission on April 8, 2026 Registration No. |
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| April 8, 2026 |
As filed with the Securities and Exchange Commission on April 8, 2026 As filed with the Securities and Exchange Commission on April 8, 2026 Registration No. |
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| April 8, 2026 |
Calculation of Filing Fee Tables S-3 MORGAN STANLEY MORGAN STANLEY FINANCE LLC Table 1: Newly Registered and Carry Forward Securities ☐Not Applicable Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effective Date Filing Fee Previously Paid in Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to be Paid 1 Debt Morgan Stanley Debt Securities 457(o) $ 0. |
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| April 8, 2026 |
Calculation of Filing Fee Tables S-3 MORGAN STANLEY MORGAN STANLEY FINANCE LLC Table 1: Newly Registered and Carry Forward Securities ☐Not Applicable Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effective Date Filing Fee Previously Paid in Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to be Paid 1 Debt Morgan Stanley Debt Securities 457(o) $ 0. |
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| April 2, 2026 |
Noticeof2026Annual MeetingandProxy StatementApril2,2026 DearFellowShareholders, IcordiallyinviteyoutoattendMorganStanley’s2026annualmeeting ofshareholdersonThursday,May14,2026,whichwillbeconducted virtually. |
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| April 2, 2026 |
Annual Letter to Shareholders 2251745-6801071 Shareholder Letter-2026-printf1.indd 1 3/27/2026 5:23:44 PMMORGAN STANLEY 2 2026 SHAREHOLDER LETTER MORGAN STANLEY Dear Fellow Shareholders: Morgan Stanley delivered record revenues and net income in 2025. This outstanding performance reflects the deliberate execution of our strategy, the strength of our diversified business model and the extraordinary t |
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| April 2, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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| April 2, 2026 |
TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as pe |
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| April 2, 2026 |
Morgan Stanley Compensation & Governance Practices April 20262 Morgan Stanley’s Board of Directors Recommends Shareholders Vote: FOR: Three Management Proposals Approve the compensation of Named Executive Officers (“Say on Pay” Non-Binding Advisory Vote) 1 Elect all Director Nominees 2 Ratify Deloitte & Touche LLP’s Appointment as the Firm’s Independent Auditor 3 AGAINST: One Shareholder Proposal Independent Board Chairman 13 Outstanding Performance Across Metrics Firmwide The End Notes are an integral part of this Presentation. |
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| April 2, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Def |
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| March 30, 2026 |
MORGAN STANLEY 1585 Broadway New York, New York 10036 MORGAN STANLEY FINANCE LLC 1585 Broadway New York, New York 10036 March 30, 2026 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F Street, N. |
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| March 30, 2026 |
MORGAN STANLEY 1585 Broadway New York, New York 10036 MORGAN STANLEY FINANCE LLC 1585 Broadway New York, New York 10036 March 30, 2026 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F Street, N. |
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| February 23, 2026 |
Davis Polk & Wardwell llp 450 Lexington Avenue New York, NY 10017 davispolk.com EXHIBIT 23-C February 23, 2026 Re: Registration Statement, filed by Morgan Stanley and Morgan Stanley Finance LLC dated February 23, 2026 Morgan Stanley 1585 Broadway New York, NY 10036 Ladies and Gentlemen: We have acted as tax counsel for Morgan Stanley (the “Company”) and Morgan Stanley Finance LLC (“MSFL”) in conne |
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| February 23, 2026 |
FORM OF UNDERWRITING AGREEMENT (PREFERRED STOCK, DEPOSITARY SHARES AND COMMON STOCK) MORGAN STANLEY EXHIBIT 1-d FORM OF UNDERWRITING AGREEMENT (PREFERRED STOCK, DEPOSITARY SHARES AND COMMON STOCK) MORGAN STANLEY , 20 To the Managers named in Schedule I hereto for the Underwriters named in Schedule II hereto Ladies and Gentlemen: Morgan Stanley, a Delaware corporation (the “Company”), proposes to issue and sell to the several underwriters named in Schedule II hereto (the “Underwriters”), for whom you are acting as managers (the “Managers”), the number of its [shares of its % Cumulative Preferred Stock, par value $. |
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| February 23, 2026 |
CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM EXHIBIT 23-A CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We consent to the incorporation by reference in this Registration Statement on Form S-3 of our reports dated February 19, 2026 relating to the consolidated financial statements of Morgan Stanley and subsidiaries (the “Firm”) and the effectiveness of the Firm’s internal control over financial reporting, appearing in the Annual Report on Form 10-K of Morgan Stanley for the year ended December 31, 2025. |
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| February 23, 2026 |
Exhibit 25-a UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) || THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York (Jurisdiction |
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| February 23, 2026 |
OPINION OF DAVIS POLK & WARDWELL LLP Davis Polk & Wardwell llp 450 Lexington Avenue New York, NY 10017 davispolk.com February 23, 2026 Morgan Stanley 1585 Broadway New York, New York 10036 Morgan Stanley Finance LLC 1585 Broadway New York, New York 10036 Exhibits 5-A and 23-B OPINION OF DAVIS POLK & WARDWELL LLP Ladies and Gentlemen: Morgan Stanley, a Delaware corporation (the “Company”), and Morgan Stanley Finance LLC, a Delaware li |
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| February 23, 2026 |
EXHIBIT 1-a MORGAN STANLEY Global Medium Term Notes, Series F Global Units, Series F Global Warrants, Series F Global Medium Term Notes, Series I MORGAN STANLEY FINANCE LLC Global Medium Term Notes, Series A Global Units, Series A Global Warrants, Series A Fully and Unconditionally Guaranteed by Morgan Stanley FORM OF U. |
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| February 23, 2026 |
As filed with the Securities and Exchange Commission on February 23, 2026 As filed with the Securities and Exchange Commission on February 23, 2026 Registration No. |
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| February 23, 2026 |
Calculation of Filing Fee Tables S-3 MORGAN STANLEY MORGAN STANLEY FINANCE LLC Table 1: Newly Registered and Carry Forward Securities ☐Not Applicable Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effective Date Filing Fee Previously Paid in Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to be Paid 1 Debt Morgan Stanley Debt Securities 457(o) $ 0. |
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| February 23, 2026 |
Calculation of Filing Fee Tables S-3 MORGAN STANLEY MORGAN STANLEY FINANCE LLC Table 1: Newly Registered and Carry Forward Securities ☐Not Applicable Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effective Date Filing Fee Previously Paid in Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to be Paid 1 Debt Morgan Stanley Debt Securities 457(o) $ 0. |
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| February 23, 2026 |
Exhibit 25-a UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) || THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York (Jurisdiction |
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| February 23, 2026 |
Exhibit 25-b UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) || THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York (Jurisdiction |
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| February 23, 2026 |
Exhibit 25-e UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) || THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York (Jurisdiction |
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| February 23, 2026 |
Exhibit 25-b UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) || THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York (Jurisdiction |
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| February 23, 2026 |
OPINION OF DAVIS POLK & WARDWELL LLP Davis Polk & Wardwell llp 450 Lexington Avenue New York, NY 10017 davispolk.com February 23, 2026 Morgan Stanley 1585 Broadway New York, New York 10036 Morgan Stanley Finance LLC 1585 Broadway New York, New York 10036 Exhibits 5-A and 23-B OPINION OF DAVIS POLK & WARDWELL LLP Ladies and Gentlemen: Morgan Stanley, a Delaware corporation (the “Company”), and Morgan Stanley Finance LLC, a Delaware li |
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| February 23, 2026 |
CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM EXHIBIT 23-A CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We consent to the incorporation by reference in this Registration Statement on Form S-3 of our reports dated February 19, 2026 relating to the consolidated financial statements of Morgan Stanley and subsidiaries (the “Firm”) and the effectiveness of the Firm’s internal control over financial reporting, appearing in the Annual Report on Form 10-K of Morgan Stanley for the year ended December 31, 2025. |
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| February 23, 2026 |
Exhibit 25-e UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) || THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York (Jurisdiction |
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| February 23, 2026 |
MORGAN STANLEY Global Medium-Term Notes, Series J and Series K FORM OF EURO DISTRIBUTION AGREEMENT EXHIBIT 1-b MORGAN STANLEY Global Medium-Term Notes, Series J and Series K FORM OF EURO DISTRIBUTION AGREEMENT [•], 2026 Morgan Stanley & Co. |
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| February 23, 2026 |
Exhibit 25-c UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) || THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York (Jurisdiction |
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| February 23, 2026 |
EXHIBIT 1-a MORGAN STANLEY Global Medium Term Notes, Series F Global Units, Series F Global Warrants, Series F Global Medium Term Notes, Series I MORGAN STANLEY FINANCE LLC Global Medium Term Notes, Series A Global Units, Series A Global Warrants, Series A Fully and Unconditionally Guaranteed by Morgan Stanley FORM OF U. |
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| February 23, 2026 |
EXHIBIT 1-c FORM OF MORGAN STANLEY UNDERWRITING AGREEMENT (DEBT SECURITIES, WARRANTS, PURCHASE CONTRACTS AND UNITS) , 20 To the Managers named in Schedule I hereto for the Underwriters named in Schedule II hereto Ladies and Gentlemen: Morgan Stanley, a Delaware corporation (the “Company”), proposes to issue and sell to the several underwriters named in Schedule II hereto (the “Underwriters”), for whom you are acting as managers (the “Managers”), the principal amount of its debt securities identified in Schedule I hereto (the “Securities”), to be issued under the indenture specified in Schedule I hereto (the “Indenture”) between the Company and the Trustee identified in such Schedule (the “Trustee”). |
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| February 23, 2026 |
EXHIBIT 1-c FORM OF MORGAN STANLEY UNDERWRITING AGREEMENT (DEBT SECURITIES, WARRANTS, PURCHASE CONTRACTS AND UNITS) , 20 To the Managers named in Schedule I hereto for the Underwriters named in Schedule II hereto Ladies and Gentlemen: Morgan Stanley, a Delaware corporation (the “Company”), proposes to issue and sell to the several underwriters named in Schedule II hereto (the “Underwriters”), for whom you are acting as managers (the “Managers”), the principal amount of its debt securities identified in Schedule I hereto (the “Securities”), to be issued under the indenture specified in Schedule I hereto (the “Indenture”) between the Company and the Trustee identified in such Schedule (the “Trustee”). |
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| February 23, 2026 |
MORGAN STANLEY Global Medium-Term Notes, Series J and Series K FORM OF EURO DISTRIBUTION AGREEMENT EXHIBIT 1-b MORGAN STANLEY Global Medium-Term Notes, Series J and Series K FORM OF EURO DISTRIBUTION AGREEMENT [•], 2026 Morgan Stanley & Co. |
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| February 23, 2026 |
Exhibit 25-d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) || THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York (Jurisdiction |
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| February 23, 2026 |
Exhibit 25-c UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) || THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York (Jurisdiction |
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| February 23, 2026 |
Exhibit 25-d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) || THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York (Jurisdiction |
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| February 23, 2026 |
Davis Polk & Wardwell llp 450 Lexington Avenue New York, NY 10017 davispolk.com EXHIBIT 23-C February 23, 2026 Re: Registration Statement, filed by Morgan Stanley and Morgan Stanley Finance LLC dated February 23, 2026 Morgan Stanley 1585 Broadway New York, NY 10036 Ladies and Gentlemen: We have acted as tax counsel for Morgan Stanley (the “Company”) and Morgan Stanley Finance LLC (“MSFL”) in conne |
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| February 23, 2026 |
FORM OF UNDERWRITING AGREEMENT (PREFERRED STOCK, DEPOSITARY SHARES AND COMMON STOCK) MORGAN STANLEY EXHIBIT 1-d FORM OF UNDERWRITING AGREEMENT (PREFERRED STOCK, DEPOSITARY SHARES AND COMMON STOCK) MORGAN STANLEY , 20 To the Managers named in Schedule I hereto for the Underwriters named in Schedule II hereto Ladies and Gentlemen: Morgan Stanley, a Delaware corporation (the “Company”), proposes to issue and sell to the several underwriters named in Schedule II hereto (the “Underwriters”), for whom you are acting as managers (the “Managers”), the number of its [shares of its % Cumulative Preferred Stock, par value $. |
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| February 23, 2026 |
As filed with the Securities and Exchange Commission on February 23, 2026 As filed with the Securities and Exchange Commission on February 23, 2026 Registration No. |
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| February 19, 2026 |
EXHIBIT 4.1 DESCRIPTION OF THE SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 As of February 19, 2026, Morgan Stanley has three classes of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): (1) common stock; (2) nine series of depositary shares representing interests in preferred stock; and (3) two is |
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| February 19, 2026 |
Subsidiaries of Morgan Stanley* As of December 31, 2025 EXHIBIT 21 Subsidiaries of Morgan Stanley* As of December 31, 2025 * Pursuant to Item 601(b)(21)(ii) of Regulation S-K, the names of certain other subsidiaries of Morgan Stanley are omitted because, considered in the aggregate as a single subsidiary, they would not constitute a “significant subsidiary” as that term is defined in Rule 1-02(w) of Regulation S-X under the Securities Exchange Act of 1934. |
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| February 19, 2026 |
AMENDMENT TO THE MORGAN STANLEY 401(k) PLAN EXHIBIT 10.4 AMENDMENT TO THE MORGAN STANLEY 401(k) PLAN Morgan Stanley Services Group Inc. (the “Company”), pursuant to authority granted to it by Morgan Stanley Domestic Holdings, LLC, hereby amends the Morgan Stanley 401(k) Plan, effective as of January 1, 2025, unless otherwise stated, as follows: 1.Effective January 15, 2025, Section 2, Definitions, is amended by inserting the following after |
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| February 19, 2026 |
Guarantor and Subsidiary Issuer of Registered Guaranteed Securities EXHIBIT 22 Guarantor and Subsidiary Issuer of Registered Guaranteed Securities Securities Guarantor Morgan Stanley Finance LLC (“MSFL”) issues, from time to time, its Series A senior debt securities under the MSFL Senior Debt Indenture dated February 16, 2016 that are each fully and unconditionally guaranteed by Morgan Stanley. |
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| February 19, 2026 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2025 Commission File Number 1-11758 (Exact name of Registrant as specified in its charter) Delaware 1585 Broadway 36-3145972 (212) 761-4000 (State or other jurisdiction of incorporati |
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| January 15, 2026 |
a4q25msstrategicupdate The Integrated Firm: Executing on a Higher Plane Ted Pick, Chairman and Chief Executive Officer January 15, 2026 2 The information provided herein includes certain non-GAAP financial measures. |
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| January 15, 2026 |
Fourth Quarter 2025 Earnings Results Quarterly Financial Supplement Page Consolidated Financial Summary 1 Consolidated Financial Metrics, Ratios and Statistical Data 2 Consolidated and U. |
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| January 15, 2026 |
Morgan Stanley Fourth Quarter and Full Year 2025 Earnings Results Morgan Stanley Reports Fourth Quarter Net Revenues of $17. |
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| January 15, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant To Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): January 15, 2026 Morgan Stanley (Exact Name of Registrant as Specified in Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation) (Commission File Number) |
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| November 3, 2025 |
To the Shareholders and the Board of Directors of Morgan Stanley: EXHIBIT 15 To the Shareholders and the Board of Directors of Morgan Stanley: We are aware that our report dated November 3, 2025, on our review of the interim financial information of Morgan Stanley appearing in this Quarterly Report on Form 10-Q for the quarter ended September 30, 2025, is incorporated by reference in the following Registration Statements of the Firm: Filed on Form S-3: Registration Statement No. |
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| November 3, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 Commission File Number 1-11758 (Exact name of Registrant as specified in its charter) Delaware 1585 Broadway 36-3145972 (212) 761-4000 (State or other jurisdiction of incorporation |
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| October 15, 2025 |
Third Quarter 2025 Earnings Results Quarterly Financial Supplement Page Consolidated Financial Summary 1 Consolidated Financial Metrics, Ratios and Statistical Data 2 Consolidated and U. |
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| October 15, 2025 |
Morgan Stanley Third Quarter 2025 Earnings Results Morgan Stanley Reports Net Revenues of $18. |
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| October 15, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant To Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 15, 2025 Morgan Stanley (Exact Name of Registrant as Specified in Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation) (Commission File Number) |
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| September 30, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant To Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 30, 2025 Morgan Stanley (Exact Name of Registrant as Specified in Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation) (Commission File Number |
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| September 30, 2025 |
Exhibit 99.1 FOR IMMEDIATE RELEASE September 30, 2025 Morgan Stanley Statement on Stress Capital Buffer Reconsideration NEW YORK - The Federal Reserve announced today that it has reduced Morgan Stanley’s Stress Capital Buffer (SCB) from 5.1% to 4.3%, effective on October 1, 2025 in response to the Firm seeking reconsideration of its preliminary SCB announced in June 2025. Together with other featu |
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| September 23, 2025 |
Exhibit 4.2 Unless this certificate is presented by an authorized representative of The Depository Trust Company (55 Water Street, New York, New York) to the issuer or its agent for registration of transfer, exchange or payment, and any certificate issued is registered in the name of Cede & Co. or such other name as requested by an authorized representative of The Depository Trust Company and any |
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| September 23, 2025 |
CIK: 0001666268 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 23, 2025 Morgan Stanley (Exact name of registrant as specified in its charter) Morgan Stanley Finance LLC (Exact name of registrant as specified in its chart |
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| September 23, 2025 |
MORGAN STANLEY SENIOR NOTE SENIOR GLOBAL MEDIUM-TERM NOTE, SERIES I (Master Note) Exhibit 4.1 Unless this certificate is presented by an authorized representative of The Depository Trust Company (55 Water Street, New York, New York) to the issuer or its agent for registration of transfer, exchange or payment, and any certificate issued is registered in the name of Cede & Co. or such other name as requested by an authorized representative of The Depository Trust Company and any |
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| August 4, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 Commission File Number 1-11758 (Exact name of Registrant as specified in its charter) Delaware 1585 Broadway 36-3145972 (212) 761-4000 (State or other jurisdiction of incorporation or o |
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| August 4, 2025 |
Letter of awareness from Deloitte & Touche LLP, dated EXHIBIT 15 To the Shareholders and the Board of Directors of Morgan Stanley: We are aware that our report dated August 4, 2025, on our review of the interim financial information of Morgan Stanley appearing in this Quarterly Report on Form 10-Q for the quarter ended June 30, 2025, is incorporated by reference in the following Registration Statements of the Firm: Filed on Form S-3: Registration Statement No. |
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| July 16, 2025 |
Second Quarter 2025 Earnings Results Quarterly Financial Supplement Page Consolidated Financial Summary 1 Consolidated Financial Metrics, Ratios and Statistical Data 2 Consolidated and U. |
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| July 16, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant To Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 16, 2025 Morgan Stanley (Exact Name of Registrant as Specified in Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IR |
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| July 16, 2025 |
Morgan Stanley Second Quarter 2025 Earnings Results Morgan Stanley Reports Net Revenues of $16. |
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| July 1, 2025 |
Exhibit 99.1 July 1, 2025 Morgan Stanley Announces 7.5 Cents Dividend Increase and Authorization of a Renewed $20 Billion Multi-Year Common Equity Share Repurchase Program NEW YORK - Morgan Stanley (NYSE: MS) announced that it will increase its quarterly common stock dividend to $1.00 per share from the current $0.925 per share, beginning with the common stock dividend expected to be declared by t |
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| July 1, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant To Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 1, 2025 Morgan Stanley (Exact Name of Registrant as Specified in Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS |
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| June 26, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 1 |
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| June 16, 2025 |
Exhibit 99.1 JUNE 16, 2025 Lynn Good Elected to Morgan Stanley Board of Directors NEW YORK - Morgan Stanley (NYSE: MS) today announced that Lynn Good has been elected to the Company’s Board of Directors, effective July 18, 2025. Ms. Good, 66, is the former Chair, CEO and President of Duke Energy. Her appointment will bring Morgan Stanley’s Board of Directors to 15 members. She will serve on the Bo |
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| June 16, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant To Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 14, 2025 Morgan Stanley (Exact Name of Registrant as Specified in Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IR |
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| May 28, 2025 |
As filed with the Securities and Exchange Commission on May 28, 2025. As filed with the Securities and Exchange Commission on May 28, 2025. Registration No. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MORGAN STANLEY (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 36-3145972 (I.R.S. Employer Identi |
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| May 28, 2025 |
Letter of Awareness from Deloitte & Touche LLP. Exhibit 15 May 28, 2025 The Board of Directors and Shareholders of Morgan Stanley 1585 Broadway New York, New York, 10036 We are aware that our report dated May 5, 2025, on our review of interim financial information of Morgan Stanley and subsidiaries (the “Firm”) appearing in the Firm’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2025 is incorporated by reference in this Registration Statement. |
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| May 28, 2025 |
As filed with the Securities and Exchange Commission on May 28, 2025. Registration No. 33-82240 Registration No. 333-28141 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 POST-EFFECTIVE AMENDMENT NO. 3 TO FORM S-8 REGISTRATION STATEMENT NO. 33-82240 POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-8 REGISTRATION STATEMENT NO. 333-28141 MORGAN STANLEY (Exact name of registrant as sp |
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| May 28, 2025 |
As filed with the Securities and Exchange Commission on May 28, 2025. Registration No. 33-82240 Registration No. 333-28141 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 POST-EFFECTIVE AMENDMENT NO. 3 TO FORM S-8 REGISTRATION STATEMENT NO. 33-82240 POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-8 REGISTRATION STATEMENT NO. 333-28141 MORGAN STANLEY (Exact name of registrant as sp |
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| May 28, 2025 |
Ex-Filing Fees CALCULATION OF FILING FEE TABLES S-8 MORGAN STANLEY Table 1: Newly Registered and Carry Forward Securities Line Item Type Security Type Security Class Title Notes Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Newly Registered Securities Fees to be Paid Equity Common stock, $0. |
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| May 16, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 15, 2025 Morgan Stanley (Exact Name of Registrant as Specified in Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS |
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| May 16, 2025 |
EXHIBIT 10.1 MORGAN STANLEY EQUITY INCENTIVE COMPENSATION PLAN (Amended and Restated as of March 31, 2025) 1. Purpose. The primary purposes of the Morgan Stanley Equity Incentive Compensation Plan are to attract, retain and motivate employees, to compensate them for their contributions to the growth and profits of the Company and to encourage them to own Morgan Stanley Stock. 2. Definitions. Excep |
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| May 5, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 Commission File Number 1-11758 (Exact name of Registrant as specified in its charter) Delaware 1585 Broadway 36-3145972 (212) 761-4000 (State or other jurisdiction of incorporation or |
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| May 5, 2025 |
Letter of awareness from Deloitte & Touche LLP, dated EXHIBIT 15 To the Shareholders and the Board of Directors of Morgan Stanley: We are aware that our report dated May 5, 2025, on our review of the interim financial information of Morgan Stanley appearing in this Quarterly Report on Form 10-Q for the quarter ended March 31, 2025, is incorporated by reference in the following Registration Statements of the Firm: Filed on Form S-3: Registration Statement No. |
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| April 21, 2025 |
U.S. Securities and Exchange Commission Washington, DC 20549 Notice of Exempt Solicitation Submitted Pursuant to Rule 14a-6(g) 1. Name of the Registrant: Morgan Stanley 2. Name of person relying on exemption: The Comptroller of the City of New York, on behalf of the New York City Employees’ Retirement System, the New York City Teachers’ Retirement Systems, and the New York City Police Pension Fund |
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| April 11, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant To Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 11, 2025 Morgan Stanley (Exact Name of Registrant as Specified in Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation) (Commission File Number) (I |
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| April 11, 2025 |
First Quarter 2025 Earnings Results Quarterly Financial Supplement Page Consolidated Financial Summary 1 Consolidated Financial Metrics, Ratios and Statistical Data 2 Consolidated and U. |
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| April 11, 2025 |
Morgan Stanley First Quarter 2025 Earnings Results Morgan Stanley Reports Net Revenues of $17. |
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| April 4, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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| April 4, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Def |
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| April 4, 2025 |
TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as pe |
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| April 4, 2025 |
Annual Letter to Shareholders 2025 SHAREHOLDER LETTER 2 MORGAN STANLEY I 2025 Dear Fellow Shareholders: 2024 was one of the best years in Morgan Stanley’s history. |
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| April 1, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant To Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 31, 2025 Morgan Stanley (Exact Name of Registrant as Specified in Its Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation or Organization) (Commis |
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| March 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant To Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 26, 2025 Morgan Stanley (Exact Name of Registrant as Specified in Its Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation or Organization) (Commis |
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| February 21, 2025 |
Morgan Stanley Schedule of Non-Employee Directors Annual Compensation, effective as of November 1, EXHIBIT 10.18 Morgan Stanley Schedule of Non-Employee Directors’ Annual Compensation Effective as of November 1, 2024 RETAINER(1) AMOUNT Service as a Non-employee Director $115,000 Service as Chair of Audit Committee or Risk Committee $ 40,000 Service as Chair of Compensation, Management Development $ 30,000 and Succession Committee; Governance and Sustainability Committee; or Operations and Techn |
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| February 21, 2025 |
Directors’ Equity Capital Accumulation Plan as amended and restated as of November 1, EXHIBIT 10.6 MORGAN STANLEY DIRECTORS’ EQUITY CAPITAL ACCUMULATION PLAN (as amended and restated November 1, 2024) Section 1.Purpose Morgan Stanley, a Delaware corporation (the “Company”), hereby adopts the Morgan Stanley Directors’ Equity Capital Accumulation Plan (the “Plan”). The purpose of the Plan is to promote the long-term growth and financial success of the Company by attracting, motivatin |
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| February 21, 2025 |
Global Policy for Transactions in Morgan Stanley Securities EXHIBIT 19 Global Policy for Transactions in Morgan Stanley Securities Policy Owner Global Head of Compliance Information Controls Group Approver Non-Financial Risk Governance Committee Effective Date December 10, 2024 Contact Information [*] 1Executive Summary This Global Policy for Transactions in Morgan Stanley Securities to Promote Compliance with Insider Trading Laws, Rules and Regulations (the “Policy”) sets forth general rules that directors and employees of Morgan Stanley must follow with respect to transactions in Morgan Stanley securities. |
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| February 21, 2025 |
EXHIBIT 10.19 Description of Executive Health Coverage All members of the Operating Committee of Morgan Stanley (the “Company”) are eligible to participate in Company-sponsored health and insurance benefit programs available in the relevant jurisdiction to similarly situated employees. Operating Committee members are also eligible to participate in Morgan Stanley’s Executive Health Program under w |
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| February 21, 2025 |
Subsidiaries of Morgan Stanley. EXHIBIT 21 Subsidiaries of Morgan Stanley* As of December 31, 2024 * Pursuant to Item 601(b)(21)(ii) of Regulation S-K, the names of certain other subsidiaries of Morgan Stanley are omitted because, considered in the aggregate as a single subsidiary, they would not constitute a “significant subsidiary” as that term is defined in Rule 1-02(w) of Regulation S-X under the Securities Exchange Act of 1934. |
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| February 21, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2024 Commission File Number 1-11758 (Exact name of Registrant as specified in its charter) Delaware 1585 Broadway 36-3145972 (212) 761-4000 (State or other jurisdiction of incorporati |
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| February 21, 2025 |
Amendment to Morgan Stanley 401(k) Plan, dated December EXHIBIT 10.4 AMENDMENT TO THE MORGAN STANLEY 401(k) PLAN Morgan Stanley Services Group Inc. (the “Company”), pursuant to authority granted to it by Morgan Stanley Domestic Holdings, LLC, hereby amends the Morgan Stanley 401(k) Plan, effective as of January 1, 2024, unless otherwise stated, as follows: 1.Effective August 1, 2023, Section 2, Definitions, is amended by replacing the definition of “Co |
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| February 21, 2025 |
EXHIBIT 10.22 Morgan Stanley Equity Incentive Compensation Plan [YEAR] PERFORMANCE STOCK UNIT AWARD AWARD CERTIFICATE Morgan Stanley [Year] Long-Term Incentive Program Award Award Certificate Morgan Stanley has awarded you a [year] performance stock unit award under the long-term incentive program (“PSU Award”) as an incentive for you to remain in Employment and provide services to the Firm. This |
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| February 21, 2025 |
Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934. EXHIBIT 4.1 DESCRIPTION OF THE SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 As of February 21, 2025, Morgan Stanley has three classes of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): (1) common stock; (2) nine series of depositary shares representing interests in preferred stock; and (3) two is |
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| February 21, 2025 |
Guarantor and Subsidiary Issuer of Registered Guaranteed Securities. EXHIBIT 22 Guarantor and Subsidiary Issuer of Registered Guaranteed Securities Securities Guarantor Morgan Stanley Finance LLC (“MSFL”) issues, from time to time, its Series A senior debt securities under the MSFL Senior Debt Indenture dated February 16, 2016 that are each fully and unconditionally guaranteed by Morgan Stanley. |
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| February 21, 2025 |
Morgan Stanley Compensation Incentive Plan, as amended and restated as of December 1 EXHIBIT 10.17 MORGAN STANLEY COMPENSATION INCENTIVE PLAN PLAN DOCUMENT AMENDED AND RESTATED AS OF DECEMBER 16, 2024 This plan document sets forth the terms and conditions of the Morgan Stanley Compensation Incentive Plan (“MSCIP” or the “Plan”). The Plan provides for the establishment of Accounts for Participants, for administration purposes only, which Accounts shall at all times represent contin |
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| February 13, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant To Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 13, 2025 Morgan Stanley (Exact Name of Registrant as Specified in Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation) (Commission File Number) |
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| February 7, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.03828A101 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 7, 2025 |
CUSIP No.29415F104 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 07, 2025 - MORGAN STANLEY, Atlanta Capital Management Company, LLC and Eaton Vance Atlanta Capital SMID-Cap Fund hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan |
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| February 7, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.29415F104 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Atlanta Capital Management Company, LLC, a wholly-owned subsidiary of Morgan Stanley, and Eaton Vance Atlanta Capital SMID- |
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| February 7, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.03828A101 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 07, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Ch |
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| February 6, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.874080104 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 6, 2025 |
CUSIP No.874080104 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 06, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Capital Services LLC BY: |
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| February 5, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.36320A203 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 05, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 5, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.87164F105 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 5, 2025 - MORGAN STANLEY and Morgan Stanley & Co. LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O' |
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| February 5, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.112830104 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 05, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 5, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.95766R104 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 05, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 5, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.78667J108 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley & Co. LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 5, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.00138L108 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 5, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.19249Q103 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 5, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christo |
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| February 5, 2025 |
CUSIP No.95766R104 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 05, 2025 - MORGAN STANLEY and Parametric Portfolio Associates LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Parametric Portfolio Associates LLC BY: |
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| February 5, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.877619106 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 05, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Ch |
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| February 5, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.95766R104 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 5, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.36320A203 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 5, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.957664105 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 5, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.74006W207 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 5, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.92835W107 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 05, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 5, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.74006W207 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 05, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Ch |
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| February 5, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.877619106 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 5, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.112830104 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 5, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.87164F105 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley & Co. LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 5, 2025 |
CUSIP No.00138L108 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 05, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Capital Services LLC BY: |
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| February 5, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.90337L108 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 05, 2025 - MORGAN STANLEY, Calvert Research and Management and Calvert Impact Fund, Inc. - Calvert Small-Cap Fund hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties |
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| February 5, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.90337L108 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Calvert Research and Management, , a wholly-owned subsidiary of Morgan Stanley, as well as Calvert Impact Fund, Inc. - Calv |
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| February 5, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.19249Q103 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 5, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.78667J108 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 5, 2025 - MORGAN STANLEY and Morgan Stanley & Co. LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O' |
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| February 5, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.89147L886 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 05, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 5, 2025 |
CUSIP No.95766R104 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Parametric Portfolio Associates LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 5, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.92835W107 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 5, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.89147L886 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 5, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.957664105 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 05, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 4, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.641288105 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
CUSIP No.79589L106 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - Jan 16, 2025 - MORGAN STANLEY and Morgan Stanley Investment Management Inc. hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Investment Management I |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.18914E106 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 4, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.493144109 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.09254C107 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 4, 2025 |
CUSIP No.64107N206 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Capital Services LLC BY: |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.67074Y105 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - Jan 16, 2025 - MORGAN STANLEY and Parametric Portfolio Associates LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christo |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.745848101 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Ch |
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| February 4, 2025 |
CUSIP No.M6372Q113 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Capital Services LLC BY: |
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| February 4, 2025 |
CUSIP No.18914E106 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
CUSIP No.401664107 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.67074Y105 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Parametric Portfolio Associates LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.95766K109 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
CUSIP No.67080R102 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Parametric Portfolio Associates LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.67080R102 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 4, 2025 |
CUSIP No.18914C100 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
CUSIP No.493144109 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Smith Barney LLC BY: /s/ Dav |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.76882G107 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Parametric Portfolio Associates LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Ch |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.18914C100 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 4, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.76882G107 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Parametric Portfolio Associates LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.56854Q200 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley & Co. LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.56854Q200 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Morgan Stanley & Co. LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O |
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| February 4, 2025 |
CUSIP No.745848101 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.641288105 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Ch |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.401664107 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 4, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.M6372Q113 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.67080R102 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.67080D103 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Parametric Portfolio Associates LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Ch |
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| February 4, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.09254C107 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.40170T106 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.79589L106 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Investment Management Inc., a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.67080D103 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Parametric Portfolio Associates LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.67080R102 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Parametric Portfolio Associates LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Ch |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.95766K109 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 4, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.64107N206 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 4, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.40170T106 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 04, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 3, 2025 |
CUSIP No.09262G108 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Smith Barney LLC BY: /s/ Dav |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.25809K105 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Investment Management Inc., a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
CUSIP No.05463X106 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Capital Services LLC BY: |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.03753U106 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.94987B105 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Parametric Portfolio Associates LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.N70544106 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.03879J100 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Investment Management Inc. hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Har |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.00326W106 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.86150R107 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.95766A101 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Parametric Portfolio Associates LLC, Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.94987B105 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Parametric Portfolio Associates LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Ch |
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| February 3, 2025 |
CUSIP No.092524107 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Smith Barney LLC BY: /s/ Dav |
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| February 3, 2025 |
CUSIP No.M81873107 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Capital Services LLC BY: |
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| February 3, 2025 |
CUSIP No.03753U106 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Capital Services LLC BY: |
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| February 3, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.69355J104 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 3, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.00326W106 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 3, 2025 |
CUSIP No.G0896C103 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Capital Services LLC BY: |
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| February 3, 2025 |
CUSIP No.051774107 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Investment Management Inc. hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Investment Managem |
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| February 3, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.00326W106 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.69355J104 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.18469P209 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.092524107 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.00326W106 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.05463X106 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
CUSIP No.25809K105 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Investment Management Inc. hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Investment Managem |
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| February 3, 2025 |
CUSIP No.03828A101 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Capital Services LLC BY: |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.G0896C103 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.18469P209 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christ |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.00827B106 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Investment Management Inc., a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.03879J100 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Investment Management Inc., a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.051774107 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Investment Management Inc., a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.09262G108 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
CUSIP No.86150R107 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Capital Services LLC BY: |
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| February 3, 2025 |
CUSIP No.03828A101 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| February 3, 2025 |
CUSIP No.N70544106 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Capital Services LLC BY: |
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| February 3, 2025 |
CUSIP No.00827B106 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY and Morgan Stanley Investment Management Inc. hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Investment Managem |
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| February 3, 2025 |
EX-99.1 CHARTER 2 EXHIBITNO.99.1.txt EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT CUSIP No.95766A101 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - February 03, 2025 - MORGAN STANLEY, Parametric Portfolio Associates LLC and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLE |
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| February 3, 2025 |
EX-99.2 OPIN COUNSEL 3 EXHIBITNO.99.2.txt EXHIBIT NO. 99.2 ITEM 7 INFORMATION CUSIP No.M81873107 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| January 16, 2025 |
Morgan Stanley Fourth Quarter and Full Year 2024 Earnings Results Morgan Stanley Reports Fourth Quarter Net Revenues of $16. |
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| January 16, 2025 |
Four Pillars of Morgan Stanley: The Integrated Firm Ted Pick, Chairman and Chief Executive Officer January 16, 2025 Notice 2 The information provided herein includes certain non-GAAP financial measures. |
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| January 16, 2025 |
Fourth Quarter 2024 Earnings Results Quarterly Financial Supplement Page Consolidated Financial Summary 1 Consolidated Financial Metrics, Ratios and Statistical Data 2 Consolidated and U. |
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| January 16, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant To Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): January 16, 2025 Morgan Stanley (Exact Name of Registrant as Specified in Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation) (Commission File Number) |
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| January 8, 2025 |
CUSIP No.89148B200 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| January 8, 2025 |
CUSIP No.G1152A104 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - January 08, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Smith Barney LLC BY: /s/ Davi |
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| January 8, 2025 |
CUSIP No.89148B200 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - January 08, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Smith Barney LLC BY: /s/ Davi |
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| January 8, 2025 |
CUSIP No.46136K105 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| January 8, 2025 |
CUSIP No.46136K105 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - January 08, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Smith Barney LLC BY: /s/ Davi |
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| January 8, 2025 |
CUSIP No.090043100 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Investment Management Inc., a wholly-owned subsidiary of Morgan Stanley. |
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| January 8, 2025 |
CUSIP No.G1152A104 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| January 8, 2025 |
CUSIP No.090043100 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - January 08, 2025 - MORGAN STANLEY and Morgan Stanley Investment Management Inc. hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Investment Manageme |
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| January 7, 2025 |
CUSIP No.14171W103 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - January 07, 2025 - MORGAN STANLEY and Morgan Stanley Capital Services LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Capital Services LLC BY: |
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| January 7, 2025 |
CUSIP No.03464A100 13G - EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT - January 07, 2025 - MORGAN STANLEY and Morgan Stanley Smith Barney LLC hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara - Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Smith Barney LLC BY: /s/ Davi |
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| January 7, 2025 |
CUSIP No.14171W103 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Capital Services LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| January 7, 2025 |
CUSIP No.03464A100 13G - EXHIBIT NO. 99.2 - ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley. |
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| December 20, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant To Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 19, 2024 Morgan Stanley (Exact Name of Registrant as Specified in Charter) Delaware 1-11758 36-3145972 (State or Other Jurisdiction of Incorporation) (Commission File Number) |
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| November 26, 2024 |
SC 13G/A 1 CohenSteersRLTY.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.2)* Cohen & Steers Real Estate Opportunities & Income Fund - (Name of Issuer) Common Shares - (Title of Class of Securities) 19249Q103 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing of th |
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| November 26, 2024 |
SC 13G 1 WesternAssetInflationWIW.txt MS INITIAL UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.)* WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND - (Name of Issuer) Common Shares of Beneficial Interest - (Title of Class of Securities) 95766R104 - (CUSIP Number) September 30, 2024 - (Date Of Ev |
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| November 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.1)* [1] FIRST TRUST SENIOR FLOATING RATE INCOME FUND II - (Name of Issuer) Common Shares of Beneficial Interest - (Title of Class of Securities) 33733U108 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing of this Statement) Check the |
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| November 14, 2024 |
AOMR / Angel Oak Mortgage REIT, Inc. / MORGAN STANLEY - MS AMENDMENT Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.2)* Angel Oak Mortgage REIT, Inc. - (Name of Issuer) Common Stock - (Title of Class of Securities) 03464Y108 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant |
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| November 14, 2024 |
FUFU / BitFuFu Inc. / MORGAN STANLEY - MS INITIAL Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.)* Bitfufu Inc. - (Name of Issuer) Class A Ordinary Shares - (Title of Class of Securities) G1152A104 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to whi |
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| November 8, 2024 |
SC 13G 1 VoyaInfrastructurIDE.txt MS INITIAL UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.)* Voya Infrastructure, Industrials & Materials Fund - (Name of Issuer) Common Shares of Beneficial Interest - (Title of Class of Securities) 92912X101 - (CUSIP Number) September 30, 2024 - (Date Of Event which Req |
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| November 8, 2024 |
RVT / Royce Small-Cap Trust, Inc. / MORGAN STANLEY - MS INITIAL Passive Investment SC 13G 1 RoyceSmallCapRVT.txt MS INITIAL UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.)* ROYCE SMALL-CAP TRUST, INC. - (Name of Issuer) Common Stock - (Title of Class of Securities) 780910105 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing of this Statement) Check the appropri |
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| November 8, 2024 |
NBB / Nuveen Taxable Municipal Income Fund / MORGAN STANLEY - MS INITIAL Passive Investment SC 13G 1 NuveenTaxableMuniNBB.txt MS INITIAL UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.)* Nuveen Taxable Municipal Income Fund - (Name of Issuer) Common Shares of Beneficial Interest - (Title of Class of Securities) 67074C103 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing |
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| November 8, 2024 |
RBLX / Roblox Corporation / MORGAN STANLEY - MS AMENDMENT Passive Investment SC 13G/A 1 RobloxCorpRBLX.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.3)* Roblox Corp - (Name of Issuer) Class A Common Stock - (Title of Class of Securities) 771049103 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing of this Statement) Check the appropriate b |
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| November 8, 2024 |
RPRX / Royalty Pharma plc / MORGAN STANLEY - MS AMENDMENT Passive Investment SC 13G/A 1 RoyaltyPharmaRPRX.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.5)* Royalty Pharma plc - (Name of Issuer) Class A Ordinary Shares - (Title of Class of Securities) G7709Q104 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing of this Statement) Check the |
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| November 8, 2024 |
OFIX / Orthofix Medical Inc. / MORGAN STANLEY - MS AMENDMENT Passive Investment SC 13G/A 1 OrthofixMedicalIncOFIX.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.1)* Orthofix Medical Inc. - (Name of Issuer) Common Stock - (Title of Class of Securities) 68752M108 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing of this Statement) Check the app |
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| November 8, 2024 |
RGT / Royce Global Trust, Inc. / MORGAN STANLEY - MS AMENDMENT Passive Investment SC 13G/A 1 RoyceGlobalTrustIncRGT.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.2)* ROYCE GLOBAL TRUST, INC. - (Name of Issuer) Common Stock - (Title of Class of Securities) 78081T104 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing of this Statement) Check the |
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| November 8, 2024 |
NIM / Nuveen Select Maturities Municipal Fund / MORGAN STANLEY - MS AMENDMENT Passive Investment SC 13G/A 1 NuveenSelectMatNIM.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.2)* NUVEEN SELECT MATURITIES MUNICIPAL FUND - (Name of Issuer) Common Shares - (Title of Class of Securities) 67061T101 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing of this Statement |
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| November 8, 2024 |
SC 13G/A 1 FirstTrustInterDuFPF.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.13)* First Trust Intermediate Duration Preferred & Income Fund - (Name of Issuer) Common Stock - (Title of Class of Securities) 33718W103 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Fili |
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| November 8, 2024 |
TMCI / Treace Medical Concepts, Inc. / MORGAN STANLEY - MS INITIAL Passive Investment SC 13G 1 TreaceMedicalConceptsTMCI.txt MS INITIAL UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.)* TREACE MEDICAL CONCEPTS, INC. - (Name of Issuer) Common Stock - (Title of Class of Securities) 89455T109 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing of this Statement) Check t |
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| November 8, 2024 |
TMCI / Treace Medical Concepts, Inc. / MORGAN STANLEY - MS INITIAL Passive Investment SC 13G 1 TreaceMedicalConceptsTMCI.txt MS INITIAL UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.)* TREACE MEDICAL CONCEPTS, INC. - (Name of Issuer) Common Stock - (Title of Class of Securities) 89455T109 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing of this Statement) Check t |
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| November 8, 2024 |
SEVN / Seven Hills Realty Trust / MORGAN STANLEY - MS INITIAL Passive Investment SC 13G 1 SevenHillRealtySEVN.txt MS INITIAL UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.)* SEVEN HILLS REALTY TRUST - (Name of Issuer) Common Shares of Beneficial Interest - (Title of Class of Securities) 81784E101 - (CUSIP Number) September 30, 2024 - (Date Of Event which Requires Filing of this State |
