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MORGAN STANLEY — Investor Relations & Filings

Ticker · MS ISIN · US61762V8046 LEI · IGJSJL3JD5P30I6NJZ34 US Financial and insurance activities
Filings indexed 95,242 across all filing types
Latest filing 2026-05-08 Regulatory Filings
Country US United States of America
Listing US MS

About MORGAN STANLEY

https://www.morganstanley.com/

Morgan Stanley is a global financial services firm that serves a diverse client base including corporations, governments, institutions, and individuals. The company's core business activities are organized into three main segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Securities division provides services such as capital raising, financial advisory on mergers and acquisitions, sales and trading, and market research. The Wealth Management segment offers tailored financial planning, investment advice, and brokerage services. The Investment Management division delivers asset management products and services across a range of public and private asset classes. The firm focuses on advising, originating, trading, managing, and distributing capital to help clients build, preserve, and manage wealth to achieve their financial goals.

Recent filings

Filing Released Lang Actions
424B2 - MORGAN STANLEY (0000895421) (Filer)
Regulatory Filings Classification · 85% confidence The document is a Preliminary Pricing Supplement (Rule 424(b)(2)) for a structured note issuance by Morgan Stanley Finance LLC. It details the terms of a securities offering (maturity, payment at maturity, underwriting commissions, CUSIP/ISIN, etc.), and is part of a registration statement and prospectus package, not a corporate earnings or annual report, management discussion, or investor presentation. It is therefore a miscellaneous SEC prospectus/filing that does not fit the specialized categories (e.g., 10-K, IR, ER, M&A, etc.) and is best classified under Regulatory Filings (RNS).
2026-05-08 English
424B2 - MORGAN STANLEY (0000895421) (Filer)
Capital/Financing Update Classification · 85% confidence The document is a Preliminary Pricing Supplement (SEC Form 424B2) detailing the terms, pricing, and risk factors for a new structured note issuance by Morgan Stanley Finance LLC. It is not a management or earnings report, proxy statement, or ESG report; rather, it is part of a debt financing and capital-raising process. Therefore, this falls under Capital/Financing Update (CAP).
2026-05-08 English
Form 8.5 (EPT/RI) - Intertek Group plc
Director's Dealing Classification · 100% confidence The document is a Form 8.5 (EPT/RI) public dealing disclosure by an exempt principal trader under Rule 8.5 of the Takeover Code. It details share purchases and sales by Morgan Stanley & Co. LLC related to Intertek Group plc. The content is a regulatory disclosure of insider trading activity, specifically personal share transactions by a principal trader connected to a party in a takeover offer. This matches the definition of Director's Dealing filings, which report personal share transactions by company directors and executives or related parties. The document is not a financial report, earnings release, or announcement of a report, but a regulatory disclosure of share dealings. Therefore, the correct classification is DIRS (Director's Dealing). The document length and detail support a high confidence in this classification.
2026-05-08 English
Form 8.5 (EPT/RI) - Schroders plc
Director's Dealing Classification · 100% confidence The document is a Form 8.5 (EPT/RI) public dealing disclosure by an exempt principal trader under Rule 8.5 of the Takeover Code. It details transactions in securities related to Schroders plc by Morgan Stanley Capital Services LLC. The content focuses on insider dealing disclosures rather than financial results, management changes, or report announcements. This type of document corresponds to a Director's Dealing report, which records personal share transactions by company directors or related parties. The document length and content confirm it is not a brief announcement or a full financial report but a detailed disclosure of dealings. Therefore, the correct classification is DIRS (Director's Dealing).
2026-05-08 English
Form 8.5 (EPT/RI) - Schroders plc
Director's Dealing Classification · 100% confidence The document is a Form 8.5 (EPT/RI) public dealing disclosure by an exempt principal trader under Rule 8.5 of the Takeover Code. It details specific share transactions (purchases and sales) by Morgan Stanley & Co. LLC related to Schroders plc. The content is focused on insider dealing disclosures rather than financial results, management changes, or report announcements. This type of document corresponds to a Director's Dealing report, which records personal share transactions by company directors or related parties. The document is about a specific transaction date and includes detailed transaction data, fitting the definition of Director's Dealing (DIRS).
2026-05-08 English
Major Shareholding Notification 2026
Major Shareholding Notification
2026-05-07 English

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