Morgan Stanley: management transactions · United States · SEC (Form 4)

About Morgan Stanley

Morgan Stanley is a major U.S.-listed financial group trading on the NYSE under the ticker MS, with its global headquarters in New York, United States. Founded in 1935, following the restructuring of U.S. banking under the Glass-Steagall era, the firm has evolved from a Wall Street partnership into a diversified global financial institution. Its core proposition is an integrated platform spanning wealth management, institutional securities, and investment management, serving affluent individuals, corporations, governments, and institutional investors. ([morganstanley.com](https://www.morganstanley.com/about-us)) Morgan Stanley’s business model is organized into three main segments: Wealth Management, Institutional Securities, and Investment Management. Wealth Management helps individuals, businesses, and institutions build, preserve, and manage wealth. Institutional Securities encompasses investment banking, sales and trading, research, and capital markets advisory. Investment Management delivers active strategies across public and private markets, plus customized solutions for institutional and individual clients. The firm also offers workplace financial solutions through Morgan Stanley at Work. ([morganstanley.com](https://www.morganstanley.com/about-us-governance/businesssegments)) In competitive terms, Morgan Stanley is one of the leading global franchises in advisory, capital raising, institutional trading, and wealth management. Its competitive edge lies in the combination of global reach, strong client relationships, differentiated research, and a technology-enabled platform that supports cross-selling across businesses. The group has a broad geographic footprint, with a strong U.S. base and meaningful operations across the world’s major financial centers. ([morganstanley.com](https://www.morganstanley.com/about-us)) Recent developments reinforce the company’s scale and diversified earnings profile. Morgan Stanley announced its first-quarter 2026 results on April 15, 2026. In its 2025 shareholder materials, the firm described 2025 as a record year, with growth in revenue and earnings, Wealth & Investment Management client assets of $9.3 trillion at year-end 2025, and a CET1 ratio of 15.0%. Management also highlighted continued investment in technology, acquisition integration, cost discipline, and expanded capabilities in private assets and wealth solutions. ([morganstanley.com](https://www.morganstanley.com/press-releases/morgan-stanley-reports-first-quarter-2026))