{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-07-11T15:55:33.874769+00:00","company":{"ticker":"MS","cik":895421,"company_name":"MORGAN STANLEY"},"pagination":{"limit":100,"returned":28,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","counterparties":{},"facts":[{"fact_type":"shareholder_vote","fact_key":"d45ca81d536bb85428ece4690e6f88e9c7b9ea78","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2026-05-15T20:39:14+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-14","outcome":"passed","proposal_text":"Election of Directors","proposal_type":"director_election","results":[{"broker_non_votes":"125,821,176","subject":"Megan Butler","votes_abstain":"0","votes_against":"3,277,415","votes_for":"1,299,985,511","votes_withheld":"1,357,903"},{"broker_non_votes":"125,821,176","subject":"Thomas H. Glocer","votes_abstain":"0","votes_against":"34,558,623","votes_for":"1,268,631,948","votes_withheld":"1,430,258"},{"broker_non_votes":"125,821,176","subject":"Lynn J. Good","votes_abstain":"0","votes_against":"2,007,521","votes_for":"1,301,268,949","votes_withheld":"1,344,359"},{"broker_non_votes":"125,821,176","subject":"Robert H. Herz","votes_abstain":"0","votes_against":"27,903,393","votes_for":"1,275,262,195","votes_withheld":"1,455,241"},{"broker_non_votes":"125,821,176","subject":"Yasushi Itagaki","votes_abstain":"0","votes_against":"17,395,111","votes_for":"1,285,739,376","votes_withheld":"1,486,342"},{"broker_non_votes":"125,821,176","subject":"Erika H. James","votes_abstain":"0","votes_against":"14,216,309","votes_for":"1,288,494,076","votes_withheld":"1,910,444"},{"broker_non_votes":"125,821,176","subject":"Hironori Kamezawa","votes_abstain":"0","votes_against":"12,382,778","votes_for":"1,290,851,001","votes_withheld":"1,387,050"},{"broker_non_votes":"125,821,176","subject":"Shelley B. Leibowitz","votes_abstain":"0","votes_against":"3,452,988","votes_for":"1,299,856,463","votes_withheld":"1,311,378"},{"broker_non_votes":"125,821,176","subject":"Jami Miscik","votes_abstain":"0","votes_against":"11,953,897","votes_for":"1,291,095,149","votes_withheld":"1,571,783"},{"broker_non_votes":"125,821,176","subject":"Dennis M. Nally","votes_abstain":"0","votes_against":"27,690,150","votes_for":"1,275,505,165","votes_withheld":"1,425,514"},{"broker_non_votes":"125,821,176","subject":"Douglas L. Peterson","votes_abstain":"0","votes_against":"2,763,080","votes_for":"1,300,433,543","votes_withheld":"1,424,206"},{"broker_non_votes":"125,821,176","subject":"Edward Pick","votes_abstain":"0","votes_against":"47,553,203","votes_for":"1,256,017,336","votes_withheld":"1,050,290"},{"broker_non_votes":"125,821,176","subject":"Mary L. Schapiro","votes_abstain":"0","votes_against":"10,140,627","votes_for":"1,292,565,785","votes_withheld":"1,914,417"},{"broker_non_votes":"125,821,176","subject":"Perry M. Traquina","votes_abstain":"0","votes_against":"10,987,771","votes_for":"1,292,181,752","votes_withheld":"1,451,306"},{"broker_non_votes":"125,821,176","subject":"Rayford Wilkins, Jr.","votes_abstain":"0","votes_against":"74,130,880","votes_for":"1,228,916,323","votes_withheld":"1,573,626"}]},"claim":"MORGAN STANLEY shareholders approved Election of Directors at the 2026-05-14 meeting.","evidence_excerpt":"At the 2026 Annual Meeting of Shareholders (the “Annual Meeting”) of Morgan Stanley (the “Company”) held on Thursday, May 14, 2026, the shareholders of the Company in attendance (the “Shareholders”), constituting a quorum under the Amended and Restated Bylaws of the Company, voted on proposals to: (i) elect directors to the Company’s Board of Directors (the “Board”), (ii) ratify the appointment of Deloitte & Touche LLP as the Company’s independent auditor for the 2026 fiscal year and (iii) approve the compensation of the Company’s named executive officers, as disclosed in the proxy statement filed with the U.S. Securities and Exchange Commission on April 2, 2026 for the Annual Meeting (the “2026 Proxy”) (a non-binding advisory vote).","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000950103-26-007291","anchor_url":"https://secwatch.observer/filing/0000950103-26-007291#claim-d45ca81d536bb85428ece4690e6f88e9c7b9ea78","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010326007291/0000950103-26-007291-index.htm"},{"fact_type":"earnings_release","fact_key":"1adb14276853685bc95e7e8b886ae4ee38f05886","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2026-04-15T23:59:59+00:00","payload":{"eps_text":"$3.43 per diluted share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$5.6 billion","period_text":"first quarter ended March 31, 2026","report_date":"2026-04-15","result_type":"reported_results","revenue_text":"$20.6 billion"},"claim":"MORGAN STANLEY reported first quarter ended March 31, 2026 results: revenue $20.6 billion, net income $5.6 billion, EPS $3.43 per diluted share.","evidence_excerpt":"of the Securities Exchange Act of 1934, as amended. \n\n--- EX-99.1 (EX-99.1) ---\n\nMorgan Stanley First Quarter 2026 Earnings Results Morgan Stanley Reports Net Revenues of $20.6 Billion, EPS of $3.43 and ROTCE of 27.1% NEW YORK, April 15, 2026 – Morgan Stanley (NYSE: MS) today reported net revenues of $20.6 billion for the first quarter ended March 31, 2026","confidence":0.99,"filing_url":"https://secwatch.observer/filing/0000895421-26-000111","anchor_url":"https://secwatch.observer/filing/0000895421-26-000111#claim-1adb14276853685bc95e7e8b886ae4ee38f05886","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000089542126000111/0000895421-26-000111-index.htm"},{"fact_type":"executive_change","fact_key":"daaaf21a6c","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2025-06-16T23:59:59+00:00","payload":{"action":"elected","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-07-18","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Lynn J. Good was elected as Director at MORGAN STANLEY.","evidence_excerpt":"On June 14, 2025, the Board of Directors (“Board”) of Morgan Stanley (the “Company”) elected Lynn J. Good, the former Chair, Chief Executive Officer and President of Duke Energy Corporation, to the Board, effective July 18, 2025.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000950103-25-007460","anchor_url":"https://secwatch.observer/filing/0000950103-25-007460#claim-daaaf21a6c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010325007460/0000950103-25-007460-index.htm"},{"fact_type":"executive_change","fact_key":"fb3a6caa52","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2025-03-28T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"routine","effective_date":null,"interim":false,"role":"Deputy Chief Financial Officer, Chief Accounting Officer and Controller","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Raja Akram resigned as Deputy Chief Financial Officer, Chief Accounting Officer and Controller at MORGAN STANLEY.","evidence_excerpt":"On March 26, 2025, Raja Akram informed Morgan Stanley of his intent to resign from his position as Deputy Chief Financial Officer, Chief Accounting Officer and Controller to pursue another opportunity, subsequent to the fulfillment of the required notice period.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000950103-25-003944","anchor_url":"https://secwatch.observer/filing/0000950103-25-003944#claim-fb3a6caa52","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010325003944/0000950103-25-003944-index.htm"},{"fact_type":"executive_change","fact_key":"ff31214e54","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2024-10-24T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2025-01-01","interim":false,"role":"Chairman","role_category":"chair","successor_name":"Ted Pick","successor_named":true},"claim":"James Gorman retired as Chairman at MORGAN STANLEY.","evidence_excerpt":"non-director honorary designation, effective January 1, 2025.","confidence":0.85,"filing_url":"https://secwatch.observer/filing/0000950103-24-015350","anchor_url":"https://secwatch.observer/filing/0000950103-24-015350#claim-ff31214e54","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010324015350/0000950103-24-015350-index.htm"},{"fact_type":"executive_change","fact_key":"a1346f2c1f","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2024-05-24T23:59:59+00:00","payload":{"action":"stepped down","action_category":"departure","departure_tone":"routine","effective_date":"2024-12-31","interim":false,"role":"Executive Chairman","role_category":"chair","successor_name":null,"successor_named":false},"claim":"James P. Gorman departed as Executive Chairman at MORGAN STANLEY.","evidence_excerpt":"James P. Gorman will step down as Executive Chairman and as a member of the Board of Directors of the Company, effective December 31, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000950103-24-007114","anchor_url":"https://secwatch.observer/filing/0000950103-24-007114#claim-a1346f2c1f","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010324007114/0000950103-24-007114-index.htm"},{"fact_type":"earnings_release","fact_key":"f10629c63466fe49c012cf3e66d8408c723314dc","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2024-04-16T23:59:59+00:00","payload":{"eps_text":"$2.02","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$3.4 billion","period_text":"first quarter ended March 31, 2024","report_date":"2024-04-16","result_type":"reported_results","revenue_text":"$15.1 billion"},"claim":"MORGAN STANLEY reported first quarter ended March 31, 2024 results: revenue $15.1 billion, net income $3.4 billion, EPS $2.02.","evidence_excerpt":"Morgan Stanley Reports Net Revenues of $15.1 Billion, EPS of $2.02 and ROTCE of 19.7% NEW YORK, April 16, 2024 – Morgan Stanley (NYSE: MS) today reported net revenues of $15.1 billion for the first quarter ended March 31, 2024 compared with $14.5 billion a year ago. Net income applicable to Morgan Stanley was $3.4 billion, or $2.02 per diluted share","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000895421-24-000315","anchor_url":"https://secwatch.observer/filing/0000895421-24-000315#claim-f10629c63466fe49c012cf3e66d8408c723314dc","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000089542124000315/0000895421-24-000315-index.htm"},{"fact_type":"earnings_release","fact_key":"41f040dfcb0bc2e96baf8ca063f83c2b2bca8e53","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2024-01-16T23:59:59+00:00","payload":{"eps_text":"$5.18","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$9.1 billion","period_text":"FY 2023","report_date":"2024-01-16","result_type":"reported_results","revenue_text":"$54.1 billion"},"claim":"MORGAN STANLEY reported FY 2023 results: revenue $54.1 billion, net income $9.1 billion, EPS $5.18.","evidence_excerpt":"Full year net revenues were $54.1 billion compared with $53.7 billion a year ago. Net income applicable to Morgan Stanley was $9.1 billion, or $5.18 per diluted share,","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001157523-24-000060","anchor_url":"https://secwatch.observer/filing/0001157523-24-000060#claim-41f040dfcb0bc2e96baf8ca063f83c2b2bca8e53","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000115752324000060/0001157523-24-000060-index.htm"},{"fact_type":"governance_change","fact_key":"1b3dd905f1d99a17a3f6821afe60f4442bb91b27","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-12-08T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2023-12-07","item_codes_triggered":["5.03"],"summary_text":"Amended bylaws to designate exclusive forum for certain actions and federal securities claims"},"claim":"MORGAN STANLEY: Amended bylaws to designate exclusive forum for certain actions and federal securities claims (effective 2023-12-07).","evidence_excerpt":"On December 7, 2023, the Board of Directors of Morgan Stanley (the “Company”) approved and adopted an amendment to the Company’s Amended and Restated Bylaws (the “Bylaws”), effective as of December 7, 2023, to designate (i) the Court of Chancery of the State of Delaware or, if such court does not have subject matter jurisdiction, the federal district court of the State of Delaware, as the exclusive forum for bringing certain actions against the Company, and (ii) the federal district courts of the United States as the exclusive forum for bringing claims under the Securities Act of 1933, as amended, in each case, unless the Company otherwise consents to an alternative 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2023.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000950103-23-017014","anchor_url":"https://secwatch.observer/filing/0000950103-23-017014#claim-c146ddda13","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323017014/0000950103-23-017014-index.htm"},{"fact_type":"executive_change","fact_key":"96da3bbeef","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-10-27T23:59:59+00:00","payload":{"action":"elected","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-01-01","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Edward (Ted) Pick was elected as Director at MORGAN STANLEY.","evidence_excerpt":"the Board increased the number of directors on the Board from 14 to 15, effective January 1, 2024, and elected Mr. Pick to the Board, also effective January 1, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000950103-23-015457","anchor_url":"https://secwatch.observer/filing/0000950103-23-015457#claim-96da3bbeef","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323015457/0000950103-23-015457-index.htm"},{"fact_type":"executive_change","fact_key":"1396ee59d7","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-10-27T23:59:59+00:00","payload":{"action":"appointed","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2024-01-01","interim":false,"role":"Co-President and Head of Institutional Securities","role_category":"president","successor_name":null,"successor_named":false},"claim":"Dan Simkowitz was appointed as Co-President and Head of Institutional Securities at MORGAN STANLEY.","evidence_excerpt":"Dan Simkowitz will become Co-President of the Company and the Head of Institutional Securities, effective January 1, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000950103-23-015457","anchor_url":"https://secwatch.observer/filing/0000950103-23-015457#claim-1396ee59d7","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323015457/0000950103-23-015457-index.htm"},{"fact_type":"executive_change","fact_key":"f9eef44ad1","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-10-27T23:59:59+00:00","payload":{"action":"appointed","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2024-01-01","interim":false,"role":"Head of Wealth and Investment Management","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Andy Saperstein was appointed as Head of Wealth and Investment Management at MORGAN STANLEY.","evidence_excerpt":"The Board also announced that Co-President Andy Saperstein will also become the Head of Wealth and Investment Management","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000950103-23-015457","anchor_url":"https://secwatch.observer/filing/0000950103-23-015457#claim-f9eef44ad1","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323015457/0000950103-23-015457-index.htm"},{"fact_type":"executive_change","fact_key":"2b2f153b10","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-10-27T23:59:59+00:00","payload":{"action":"appointed","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2024-01-01","interim":false,"role":"Executive Chairman","role_category":"chair","successor_name":"Edward (Ted) Pick","successor_named":true},"claim":"James P. Gorman was appointed as Executive Chairman at MORGAN STANLEY.","evidence_excerpt":"At such time, Chairman and Chief Executive Officer James P. Gorman will serve as Executive Chairman and will no longer serve in the capacity of Chief Executive Officer.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000950103-23-015457","anchor_url":"https://secwatch.observer/filing/0000950103-23-015457#claim-2b2f153b10","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323015457/0000950103-23-015457-index.htm"},{"fact_type":"executive_change","fact_key":"95fc46476e","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-10-27T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-01-01","interim":false,"role":"Chief Executive Officer","role_category":"ceo","successor_name":null,"successor_named":false},"claim":"Edward (Ted) Pick was appointed as Chief Executive Officer at MORGAN STANLEY.","evidence_excerpt":"On October 25, 2023, the Board of Directors (the “Board”) of Morgan Stanley (the “Company”) announced that Edward (Ted) Pick will become the Company’s Chief Executive Officer, effective January 1, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000950103-23-015457","anchor_url":"https://secwatch.observer/filing/0000950103-23-015457#claim-95fc46476e","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323015457/0000950103-23-015457-index.htm"},{"fact_type":"earnings_release","fact_key":"dbece69809398723bbf05be8fa1f700eaf8776e2","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-10-18T23:59:59+00:00","payload":{"eps_text":"$1.38 per diluted share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$2.4 billion","period_text":"the third quarter ended September 30, 2023","report_date":"2023-10-18","result_type":"reported_results","revenue_text":"$13.3 billion"},"claim":"MORGAN STANLEY reported the third quarter ended September 30, 2023 results: revenue $13.3 billion, net income $2.4 billion, EPS $1.38 per diluted share.","evidence_excerpt":"Morgan Stanley Reports Net Revenues of $13.3 Billion, EPS of $1.38 and ROTCE of 13.5%","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001157523-23-001495","anchor_url":"https://secwatch.observer/filing/0001157523-23-001495#claim-dbece69809398723bbf05be8fa1f700eaf8776e2","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000115752323001495/0001157523-23-001495-index.htm"},{"fact_type":"earnings_release","fact_key":"93f4577de39e6ea0e54d4104a87ca19b7abb1d77","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-07-18T23:59:59+00:00","payload":{"eps_text":"$1.24 per diluted share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$2.2 billion","period_text":"the second quarter ended June 30, 2023","report_date":"2023-07-18","result_type":"reported_results","revenue_text":"$13.5 billion"},"claim":"MORGAN STANLEY reported the second quarter ended June 30, 2023 results: revenue $13.5 billion, net income $2.2 billion, EPS $1.24 per diluted share.","evidence_excerpt":"Morgan Stanley (NYSE: MS) today reported net revenues of $13.5 billion for the second quarter ended June 30, 2023 compared with $13.1 billion a year ago. Net income applicable to Morgan Stanley was $2.2 billion, or $1.24 per diluted share, 1 compared with net income of $2.5 billion, or $1.39 per diluted share, 1 for the same period a year ago.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001157523-23-001098","anchor_url":"https://secwatch.observer/filing/0001157523-23-001098#claim-93f4577de39e6ea0e54d4104a87ca19b7abb1d77","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000115752323001098/0001157523-23-001098-index.htm"},{"fact_type":"shareholder_vote","fact_key":"7b8cc8b93efb3158842f03689219aa5a65de004c","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-05-22T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-05-19","outcome":"failed","proposal_text":"Shareholder Proposal Requesting Adoption of a Policy to Cease Financing New Fossil Fuel 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Shareholders.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000950103-23-007607","anchor_url":"https://secwatch.observer/filing/0000950103-23-007607#claim-0200d5d6be13db0a5bca38e7b9a274096da57436","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323007607/0000950103-23-007607-index.htm"},{"fact_type":"shareholder_vote","fact_key":"1f85441d5569f72f3f34548c3094cafd9d7fba48","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-05-22T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-05-19","outcome":"passed","proposal_text":"Frequency of Advisory Vote to Approve Compensation of Executives (Non-Binding Advisory Vote)","proposal_type":"say_on_pay_frequency","results":[{"broker_non_votes":"127,448,209","subject":null,"votes_abstain":"1,492,630","votes_against":"1,635,478","votes_for":"1,367,992,449","votes_withheld":"0"}]},"claim":"MORGAN STANLEY shareholders approved Frequency of Advisory Vote to Approve Compensation of Executives (Non-Binding Advisory Vote) at the 2023-05-19 meeting.","evidence_excerpt":"The advisory vote on the frequency of future advisory votes on executive compensation was held, and the option of “1 Year” received a majority of the votes cast.","confidence":0.99,"filing_url":"https://secwatch.observer/filing/0000950103-23-007607","anchor_url":"https://secwatch.observer/filing/0000950103-23-007607#claim-1f85441d5569f72f3f34548c3094cafd9d7fba48","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323007607/0000950103-23-007607-index.htm"},{"fact_type":"shareholder_vote","fact_key":"4882c3590fc6cba647a55fd9b27eb82320c63e9f","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-05-22T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-05-19","outcome":"passed","proposal_text":"Approval of Compensation of Executives (Non-Binding Advisory 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Shareholders.","confidence":0.99,"filing_url":"https://secwatch.observer/filing/0000950103-23-007607","anchor_url":"https://secwatch.observer/filing/0000950103-23-007607#claim-4882c3590fc6cba647a55fd9b27eb82320c63e9f","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323007607/0000950103-23-007607-index.htm"},{"fact_type":"shareholder_vote","fact_key":"85b61cd0c6cf0c43c8e4b145a77574cd99bb64e9","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-05-22T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-05-19","outcome":"passed","proposal_text":"Ratification of Appointment of Independent Auditor","proposal_type":"auditor_ratification","results":[{"broker_non_votes":"0","subject":null,"votes_abstain":"1,069,928","votes_against":"36,792,918","votes_for":"1,476,222,399","votes_withheld":"0"}]},"claim":"MORGAN STANLEY shareholders approved Ratification of Appointment of Independent Auditor at the 2023-05-19 meeting.","evidence_excerpt":"The Shareholders also voted to ratify the appointment of Deloitte & Touche LLP as the Company’s independent auditor for the 2023 fiscal year.","confidence":0.99,"filing_url":"https://secwatch.observer/filing/0000950103-23-007607","anchor_url":"https://secwatch.observer/filing/0000950103-23-007607#claim-85b61cd0c6cf0c43c8e4b145a77574cd99bb64e9","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323007607/0000950103-23-007607-index.htm"},{"fact_type":"shareholder_vote","fact_key":"16b099dacfb486b7416c0ffdd3b06fc57235c7e8","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-05-22T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-05-19","outcome":"passed","proposal_text":"Election of Directors","proposal_type":"director_election","results":[{"broker_non_votes":"127,448,209","subject":"Alistair 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At the Annual Meeting, all nominees for election to the Board were elected by the Shareholders.","confidence":0.99,"filing_url":"https://secwatch.observer/filing/0000950103-23-007607","anchor_url":"https://secwatch.observer/filing/0000950103-23-007607#claim-16b099dacfb486b7416c0ffdd3b06fc57235c7e8","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323007607/0000950103-23-007607-index.htm"},{"fact_type":"governance_change","fact_key":"edcd1ac9ff0c1a7772cbb32495a79a1bb7037472","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-01-23T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2023-01-20","item_codes_triggered":["5.03"],"summary_text":"Amended Bylaws to clarify and implement procedural and disclosure requirements for shareholder director nominations in light of universal proxy rules, and other technical revisions."},"claim":"MORGAN STANLEY: Amended Bylaws to clarify and implement procedural and disclosure requirements for shareholder director nominations in light of universal proxy rules, and other technical revisions (effective 2023-01-20).","evidence_excerpt":"On January 20, 2023, the Board of Directors of Morgan Stanley (the “Company”) approved and adopted amendments (the “Amendments”) to the Company’s Amended and Restated Bylaws (the “Bylaws”), effective as of January 20, 2023, to clarify and implement certain procedural and disclosure requirements for the Company’s shareholders proposing director nominations for consideration at the Company’s annual or special meetings of shareholders in light of the “universal proxy” rules recently adopted by the Securities and Exchange Commission pursuant to Rule 14a-19 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000950103-23-000875","anchor_url":"https://secwatch.observer/filing/0000950103-23-000875#claim-edcd1ac9ff0c1a7772cbb32495a79a1bb7037472","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323000875/0000950103-23-000875-index.htm"},{"fact_type":"earnings_release","fact_key":"a107b716e7c7f4f39c66c8954e2ae53cab12807e","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-01-17T23:59:59+00:00","payload":{"eps_text":"1.31","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"fourth quarter ended December 31, 2022 compared with prior year quarter","report_date":"2023-01-17","result_type":"reported_results","revenue_text":null},"claim":"MORGAN STANLEY reported fourth quarter ended December 31, 2022 compared with prior year quarter results: EPS 1.31.","evidence_excerpt":"Excluding integration-related expenses, earnings per diluted share in the fourth quarter was $1.31 versus $2.08 in the prior year quarter.","confidence":0.8,"filing_url":"https://secwatch.observer/filing/0001157523-23-000051","anchor_url":"https://secwatch.observer/filing/0001157523-23-000051#claim-a107b716e7c7f4f39c66c8954e2ae53cab12807e","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/895421/000115752323000051/0001157523-23-000051-index.htm"},{"fact_type":"earnings_release","fact_key":"7c858071f9cc306ed6ec59dc8164d4418a3b9e1b","cik":895421,"ticker":"MS","company_name":"MORGAN STANLEY","filed_at":"2023-01-17T23:59:59+00:00","payload":{"eps_text":"6.15","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"11.0 billion","period_text":"full year ended December 31, 2022","report_date":"2023-01-17","result_type":"reported_results","revenue_text":"53.7 billion"},"claim":"MORGAN STANLEY reported full year ended December 31, 2022 results: revenue 53.7 billion, net income 11.0 billion, EPS 6.15.","evidence_excerpt":"Full year net revenues were $53.7 billion compared with $59.8 billion in the prior year. 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