Morgan Stanley Files 8-K on Financial Condition
Ticker: MS-PL · Form: 8-K · Filed: Apr 16, 2024 · CIK: 895421
| Field | Detail |
|---|---|
| Company | Morgan Stanley (MS-PL) |
| Form Type | 8-K |
| Filed Date | Apr 16, 2024 |
| Risk Level | low |
| Pages | 3 |
| Reading Time | 3 min |
| Key Dollar Amounts | $0.01 |
| Sentiment | neutral |
Sentiment: neutral
Topics: financial-condition, debt-issuance, preferred-stock
Related Tickers: MS
TL;DR
MS filed an 8-K on 4/16 detailing preferred stock and debt issuances.
AI Summary
Morgan Stanley filed an 8-K on April 16, 2024, to report on its results of operations and financial condition. The filing includes details on various series of preferred stock and medium-term notes issued by the company and its subsidiary, Morgan Stanley Finance LLC.
Why It Matters
This filing provides an update on Morgan Stanley's financial structure and outstanding debt instruments, which is important for investors and creditors to assess the company's financial health.
Risk Assessment
Risk Level: low — The filing is a routine disclosure of financial information and does not indicate any immediate or significant risks.
Key Players & Entities
- MORGAN STANLEY (company) — Filer
- Morgan Stanley Finance LLC (company) — Subsidiary issuing debt
- 20240416 (date) — Filing Date
FAQ
What is the primary purpose of this 8-K filing?
The primary purpose of this 8-K filing is to report on Morgan Stanley's results of operations and financial condition.
What specific financial instruments are mentioned in the filing?
The filing mentions various series of preferred stock (Series A, E, F, I, K, L, O, P) and medium-term notes issued by Morgan Stanley and Morgan Stanley Finance LLC.
When was this 8-K form filed?
This 8-K form was filed on April 16, 2024.
What is the Standard Industrial Classification (SIC) code for Morgan Stanley?
The SIC code for Morgan Stanley is 6211, which corresponds to SECURITY BROKERS, DEALERS & FLOTATION COMPANIES.
What is the business address of Morgan Stanley?
The business address of Morgan Stanley is 1585 Broadway, New York, NY 10036.
Filing Stats: 826 words · 3 min read · ~3 pages · Grade level 11.9 · Accepted 2024-04-16 07:35:34
Key Financial Figures
- $0.01 — ange on which registered Common Stock, $0.01 par value MS New York Stock Exchange
Filing Documents
- ms-20240416.htm (8-K) — 55KB
- a1q24msearningsrelease.htm (EX-99.1) — 257KB
- a1q24msfinancialsupplement.htm (EX-99.2) — 854KB
- image_0.jpg (GRAPHIC) — 4KB
- image_1.jpg (GRAPHIC) — 1717KB
- msbanner.jpg (GRAPHIC) — 52KB
- mslogo.jpg (GRAPHIC) — 5KB
- 0000895421-24-000315.txt ( ) — 3904KB
- ms-20240416.xsd (EX-101.SCH) — 4KB
- ms-20240416_def.xml (EX-101.DEF) — 20KB
- ms-20240416_lab.xml (EX-101.LAB) — 39KB
- ms-20240416_pre.xml (EX-101.PRE) — 21KB
- ms-20240416_htm.xml (XML) — 11KB
02 Results of Operations and Financial Condition
Item 2.02 Results of Operations and Financial Condition. On April 16, 2024, Morgan Stanley (the "Company") released financial information with respect to its quarter ended March 31, 2024. A copy of the press release containing this information is annexed as Exhibit 99.1 to this Report and by this reference incorporated herein and made a part hereof. In addition, a copy of the Company's Financial Data Supplement for its quarter ended March 31, 2024 is annexed as Exhibit 99.2 to this Report and by this reference incorporated herein and made a part hereof. The information furnished under Item 2.02 of this Report, including Exhibit 99.1 and Exhibit 99.2, shall be deemed to be "filed" for purposes of the Securities Exchange Act of 1934, as amended.
Financial Statements and Exhibits
Financial Statements and Exhibits. (d) Exhibits Exhibit Number Description 99.1 Press release of the Company, dated April 16, 2024 , containing financial information for the quarter ended March 31, 2024 . 99.2 Financial Data Supplement of the Company for the quarter ended March 31, 2024 . 101 Interactive Data Files pursuant to Rule 406 of Regulation S-T formatted in Inline eXtensible Business Reporting Language ("Inline XBRL"). 104 Cover Page Interactive Data File (formatted in Inline XBRL and contained in Exhibit 101). SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized. MORGAN STANLEY (Registrant) Date: April 16, 2024 By: /s/ Raja Akram Name: Raja Akram Title: Deputy Chief Financial Officer