Peterson Douglas L. 4
4 · MORGAN STANLEY · Filed Jun 2, 2026
Research Summary
AI-generated summary of this filing
Morgan Stanley Director Douglas L. Peterson Receives Award
What Happened
- Douglas L. Peterson, a director of Morgan Stanley (MS), was granted equity awards on 2026-06-01. He received 1,309.777 restricted stock units (RSUs) recorded at $0.00 and 273.862 deferred stock units valued at $209.96 each, totaling $57,500. These grants are coded as awards/grants (A) rather than purchases or sales.
Key Details
- Transaction date: 2026-06-01; filing date: 2026-06-02 (appears timely).
- Award details:
- 1,309.777 RSUs @ $0.00 (footnote F1) — restricted stock units convertible 1-for-1 into common shares.
- 273.862 deferred stock units @ $209.96 = $57,500 (footnote F2) — granted in lieu of cash retainers and convertible 1-for-1 into common shares.
- Shares owned after transaction: not disclosed in the provided excerpt.
- Filing appears timely (filed the next day); no 10b5-1 or tax-withholding notes listed in the provided data.
Context
- These awards are director compensation under the Morgan Stanley Directors' Equity Capital Accumulation Plan (per footnotes). Such grants are routine for board service and are different from open-market purchases or insider sales — they represent compensation that converts to company stock rather than an active bullish purchase by the insider.
Insider Transaction Report
Form 4
Peterson Douglas L.
Director
Transactions
- Award
Common Stock
[F1]2026-06-01+1,309.777→ 11,398.13 total - Award
Common Stock
[F2]2026-06-01$209.96/sh+273.862$57,500→ 11,671.992 total
Footnotes (2)
- [F1]Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.
- [F2]Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.
Signature
/s/ Martin M. Cohen, Attorney-in-Fact|2026-06-02