{"schema_version":"secwatch.filing_event.v1","accession":"0000950103-23-015457","form_type":"8-K","ticker":"MS","cik":"0000895421","company_name":"MORGAN STANLEY","filed_at":"2023-10-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:32.321832+00:00","generated_at":"2026-06-09T07:32:24.181484+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Morgan Stanley names Ted Pick CEO effective Jan 1, 2024; Gorman becomes Executive Chairman","bullets":["Ted Pick named Morgan Stanley CEO effective Jan 1, 2024; James Gorman becomes Executive Chairman.","Andy Saperstein becomes Head of Wealth and Investment Management; Dan Simkowitz becomes Co-President and Head of Institutional Securities.","Board grants one-time equity awards of $20M each to Pick, Saperstein, Simkowitz (60% PSUs, 40% RSUs, vesting in 2027).","Pick also elected to Board effective Jan 1, 2024."],"urls":{"canonical":"https://secwatch.observer/filing/0000950103-23-015457","json":"https://secwatch.observer/filing/0000950103-23-015457.json","markdown":"https://secwatch.observer/filing/0000950103-23-015457.md","text":"https://secwatch.observer/filing/0000950103-23-015457.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/895421/000095010323015457/0000950103-23-015457-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/895421/000095010323015457/dp201919_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T07:32:24.181484+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"1396ee59d7","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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323015457/0000950103-23-015457-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Co-President and Head of Institutional Securities"}],"fact_type":"executive_change"},{"claim_id":"2b2f153b10","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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323015457/0000950103-23-015457-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Executive Chairman"}],"fact_type":"executive_change"},{"claim_id":"95fc46476e","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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323015457/0000950103-23-015457-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Executive Officer"}],"fact_type":"executive_change"},{"claim_id":"96da3bbeef","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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323015457/0000950103-23-015457-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"elected"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"f9eef44ad1","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","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/895421/000095010323015457/0000950103-23-015457-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Head of Wealth and Investment Management"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}