A business in context

MS research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-10-22 · 8029 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 8-K · Current report

    Report date 2026-10-14 · 0000895421-26-000288 · Items 2.02,9.01

  2. 4 · Ownership change

    Report date 2026-09-22 · 0001193125-26-400093

  3. 4 · Ownership change

    Report date 2026-09-15 · 0001140361-26-037006

  4. 10-Q · Quarterly report

    Report date 2026-06-30 · 0000895421-26-000212

  5. 4 · Ownership change

    Report date 2026-07-30 · 0001193125-26-329456

  6. 4 · Ownership change

    Report date 2026-07-28 · 0001628280-26-050605

  7. 4 · Ownership change

    Report date 2026-07-16 · 0001628280-26-048656

  8. 4 · Ownership change

    Report date 2026-07-17 · 0001628280-26-048651

  9. 8-K · Current report

    Report date 2026-07-15 · 0000895421-26-000207 · Items 2.02,9.01

  10. 8-K · Current report

    Report date 2026-06-24 · 0000950103-26-009448 · Items 8.01,9.01

  11. 4 · Ownership change

    Report date 2026-06-01 · 0001628280-26-039865

  12. 4 · Ownership change

    Report date 2026-06-01 · 0001628280-26-039864

  13. 8-K · Current report

    Report date 2026-05-14 · 0000950103-26-007291 · Items 5.07

  14. 10-Q · Quarterly report

    Report date 2026-03-31 · 0000895421-26-000121

  15. 8-K · Current report

    Report date 2026-04-15 · 0000895421-26-000111 · Items 2.02,9.01

  16. DEF 14A · Proxy statement

    Report date 2026-05-14 · 0001140361-26-012975

  17. 10-K · Annual report

    Report date 2025-12-31 · 0000895421-26-000086

  18. 8-K · Current report

    Report date 2026-02-11 · 0000950103-26-001967 · Items 8.01

  19. 8-K · Current report

    Report date 2026-01-15 · 0000895421-26-000007 · Items 2.02,7.01,9.01

  20. 10-Q · Quarterly report

    Report date 2025-09-30 · 0000895421-25-000539

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-15 · 2026 Q3: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 5 transaction rows5SGrant / award: 0 transaction rows0AExercise / conversion: 0 transaction rows0MTax / exercise payment: 0 transaction rows0FGift: 1 transaction rows1G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

8 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-09-22
2026-09-24
MITSUBISHI UFJ FINANCIAL GROUP INCD · Disposition to issuer
Disposed
Common Stock1340519.0212.57
2026-07-30
2026-08-03
MITSUBISHI UFJ FINANCIAL GROUP INCD · Disposition to issuer
Disposed
Common Stock414396.0213.28
2026-07-28
2026-07-29
SCHAPIRO MARY LS · Sale
Disposed
Common Stock1000.0212.06
2026-07-28
2026-07-29
SCHAPIRO MARY LG · Gift
Disposed
Common Stock2325.00.0
2026-07-17
2026-07-17
Pizzi Michael A.S · Sale
Disposed
Common Stock17064.0215.0
2026-07-17
2026-07-17
Pizzi Michael A.S · Sale
Disposed
Common Stock7101.0216.88
2026-07-16
2026-07-17
YESHAYA SHARONS · Sale
Disposed
Common Stock6382.0222.51
2026-07-16
2026-07-17
YESHAYA SHARONS · Sale
Disposed
Common Stock9172.0222.51

Identity & relationships

Wikidata structured data · retrieved 2026-10-15 · 1663 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0000895421MORGAN STANLEY
Morgan Stanley Wealth ManagementE-Trade

Showing 2 of 2 imported Wikidata subsidiary claims. Additional aliases appear below.

No parent relationship is available in this import; this is not proof of independence.

Legal Entity Identifier
IGJSJL3JD5P30I6NJZ34
GLEIF legal name
MORGAN STANLEY
Entity / LEI registration status
ACTIVE / ISSUED
Reference data updated
2025-10-15T13:29:44Z

direct-parent: no parent LEI supplied

ultimate-parent: no parent LEI supplied

GLEIF legal entity reference data · retrieved 2026-10-15 · 1199 checked identities; 0 unavailable records

Search names and former names

View Wikidata identity and references ↗

  • Morgan Stanley & Co. · alias · wikidata
  • Morgan Stanley Wealth Management · subsidiary · wikidata
  • Morgan Stanley Smith Barney · subsidiary · wikidata
  • E-Trade · subsidiary · wikidata
  • E-Trade Financial Corporation · subsidiary · wikidata
  • E*TRADE · subsidiary · wikidata
  • MORGAN STANLEY · former SEC name · 1999-11-23 to 2026-10-21
  • MORGAN STANLEY · former SEC name · 1999-11-23 to 2026-10-21
  • MORGAN STANLEY DEAN WITTER & CO · former SEC name · 1993-11-08 to 2002-07-12
  • MORGAN STANLEY DEAN WITTER DISCOVER & CO · former SEC name · 1997-06-19 to 1998-03-18
  • DEAN WITTER DISCOVER & CO · former SEC name · 1996-08-14 to 1997-05-08
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Revenue in constant purchasing power

USD revenue expressed in 2026-09 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$61.76B$66.34B
2023-12-31$54.14B$59.87B
2022-12-31$53.67B$61.78B
2021-12-31$59.76B$74.29B
2020-12-31$48.76B$63.48B
2019-12-31$41.54B$54.74B
2018-12-31$40.11B$53.81B
2017-12-31$37.95B$52.16B

Bureau of Labor Statistics · retrieved 2026-10-22 · 9 selected series; gaps remain missing

Explore the CPI history ↗