Morgan Stanley Files 8-K on Capital Structure

Ticker: MS-PL · Form: 8-K · Filed: Apr 1, 2025 · CIK: 895421

Sentiment: neutral

Topics: capital-structure, debt-issuance, securities-filing

Related Tickers: MS

TL;DR

MS filed an 8-K detailing their stock and debt. All good.

AI Summary

On March 31, 2025, Morgan Stanley filed an 8-K report detailing various financial instruments, including common stock and multiple series of preferred stock (Series A, E, F, I, K, L, O, P, Q). The filing also lists specific debt instruments such as Global Medium-Term Notes Series A Fixed Rate Step-Up Senior Notes due 2026 and Floating Rate Notes due 2029. This report serves as an update on the company's capital structure and outstanding securities.

Why It Matters

This filing provides transparency into Morgan Stanley's current outstanding securities and debt, which is crucial for investors and creditors to assess the company's financial health and risk profile.

Risk Assessment

Risk Level: low — The filing is a routine disclosure of existing financial instruments and does not indicate any new or unusual risks.

Key Players & Entities

FAQ

What specific types of preferred stock are listed in the filing?

The filing lists Series A, Series E, Series F, Series I, Series K, Series L, Series O, Series P, and Series Q Preferred Stock.

What are the maturity dates for the mentioned Global Medium-Term Notes?

The Global Medium-Term Notes Series A Fixed Rate Step-Up Senior Notes are due in 2026, and the Series A Floating Rate Notes are due in 2029.

When was the filing submitted to the SEC?

The filing was submitted on April 1, 2025.

What is the primary SIC code for Morgan Stanley?

The primary SIC code listed is 6211, for Security Brokers, Dealers & Flotation Companies.

What was Morgan Stanley's former company name prior to 1998?

Prior to March 26, 1998, Morgan Stanley was known as Morgan Stanley Dean Witter & Co.

Filing Details

This Form 8-K (Form 8-K) was filed with the SEC on April 1, 2025 regarding MORGAN STANLEY (MS-PL).

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View Full Filing

View this 8-K filing on SEC EDGAR

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