James Erika H 4/A

What Happened
Erika H. James, a director of Morgan Stanley (MS), disposed of 542 shares on January 20, 2026 as a bona fide gift (transaction code G). The reported transaction shows $0 in proceeds. This filing is an amendment (Form 4/A) that corrects the original Form 4 filed January 16, 2026 to fix the transaction date, the number of shares gifted, and the amount of securities beneficially owned following the transfer (footnote F1).

Key Details

• Transaction date: 2026-01-20 (period of report).
• Transaction type/code: Gift (G).
• Shares transferred: 542; Price per share reported: $0.00; Total proceeds: $0.
• Filing: Amended Form 4 (filed 2026-01-22) correcting the earlier Form 4 filed Jan 16, 2026 (see footnote F1).
• Shares owned after transaction: not specified in the information provided in this summary.
• No 10b5-1 plan, tax withholding, or other special instruction is reported in this summary.

Context
Gifts of shares are typically personal or estate-planning actions and do not necessarily signal the insider’s view of the company’s prospects. This transaction was a non-sale transfer by a corporate director and involved no cash proceeds. The amendment indicates the company/insider corrected reporting details; amended filings are meant to ensure accurate public disclosure.