Morgan Stanley MS Chief Executive

What Ted Pick says in public, and what their own SEC filings show they own.

Ted Pick

Ted Pick

Chairman & CEO · Morgan Stanley

CEO since Jan 2024, Chairman since Jan 2025. Joined in 1990. Engineered Fixed Income turnaround. Former Head of Institutional Securities. Middlebury BA, Harvard MBA.

What they own

Ownership

Skin in the game
1/ 70
Level 1Steward

Pick owns about 0% of Morgan Stanley, worth $145.9M at the last close.

SEC filings
24
Stake 775,510 reported shares ≈ 0.0% of shares outstanding — no 13G on file, so an estimate 4/35
Founder Not assessed — whether they founded the company has not been researched Not assessed
Tenure No start date on record, so tenure scores nothing 0/10
Track record Not assessed — their prior companies have not been researched Not assessed
Direction Sold 100,000 shares ($16.4M) — more than a tenth of the stake — in the last year -10/15
Discipline 2 late Form 4s in 24 filings 7/10

Nobody has researched this person's career yet, so founder and track record are left out of the score and of the total above.

Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). An axis we have not researched is left out of the score and of the total it is shown over. Every input links to a filing or to our own research; the bands are ours.

Reported · Forms 3, 4, 5 775,510 Every lot on the person's own filings, as of Mar 12, 2026
Last open-market trade Sale · $16.4M Oct 31, 2025 · 100,000 shares at $164.34 · no 10b5-1 plan
Paper trail 2 late filings Form 4 covering a 2022-07-18 gift in MORGAN STANLEY was filed 2022-08-12, 19 business days later; Section 16 allows two.
Reported Morgan Stanley shares Forms 3, 4 and 5 · as of 2026-03-12
0500K1M2M 202020212022202320242025 Mar 2026: net +27,220 shares across 2 movements (largest: award +60,897)Feb 2026: net +28,598 shares across 2 movements (largest: award +60,897)Jan 2026: net −41,396 shares across 2 movements (largest: tax −35,134)Oct 2025: net −95,896 shares across 2 movements (largest: sale −100,000) 775,510

Dots mark the months the activity below moved the line. Hover one for that month's net move, how many movements it folds and the largest.

How the stake is held
SecurityHeld viaShares
Common StockDirect666,248
Common StockGrantor Retained Annuity Trust104,963
Common Stock401(k) Plan4,298
Reported as of 2026-03-12775,510
Held directly
86%
Vehicles
2 trusts or entities
Last filing
Mar 13, 2026
Activity · last 12 months 8 events folded from 8 filing lines · Every filing on EDGAR ↗
DateTypeWhat happenedSharesPriceValueNote
Mar 12, 2026 Award Grant or award +60,897 — —
Mar 12, 2026 Tax Shares withheld for tax −33,677 $160.89 $5.4M
Feb 19, 2026 Award Grant or award +60,897 — —
Feb 19, 2026 Tax Shares withheld for tax −33,731 $176.59 $6.0M
Jan 16, 2026 Tax Shares withheld for tax −35,134 $191.23 $6.7M
Jan 16, 2026 Gift Gift −8,149 — —
Oct 31, 2025 Sale Open-market sale −100,000 $164.34 $16.4M no 10b5-1 plan
Oct 31, 2025 Gift Gift −123 — —
Every issuer Ted Pick files as an insider of
CompanyRoleReportedBeneficial% of class
MS MORGAN STANLEY This page Chairman and CEO 775,510
2026-03-12		 — —

Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.

Paper trail

24 filings under CIK 0001801222 · captured 2026-09-05 · All filings on EDGAR ↗

On the record with shareholders

Earnings calls

  1. Q2 2026 Jul 15, 2026 Pick opened on the number the firm has been steering at for years: $10 trillion of client assets across Wealth and Investment Management, reached in a quarter of record revenue and record EPS. His argument for the rest of the call was that Morgan Stanley is deliberately over-capitalised — $18 billion of CET1 accreted over ten quarters, 300 to 350 basis points of excess — and that the first claim on that capital is organic, lent to clients who are asking for it rather than spent on a deal; bolt-on candidates are reviewed as a discipline, but "the bias continues to be to go organic". Pressed by Mike Mayo on the AI capital-expenditure cycle he gave the longest answer of the call: data-centre capex running at about $850 billion this year against a $575 billion forecast made in late 2025, roughly $1.3 trillion penciled in for 2027, and a research view that the full cycle could reach something like $10 trillion of AI compute — which would put the industry 10 to 15 percent of the way through it. He would not put a share of that on Morgan Stanley beyond calling it meaningful, and attached explicit humility to the forecast. On the results he refused to move the wealth-margin target mid-year, saying of the 30 percent just printed that "it's not a number we're solving for", and framed the whole quarter as evidence for "Higher highs to demonstrate operating leverage, but higher lows". Read the call · 10 quotes →
In their own words

Podcasts, interviews & articles

4 recorded appearances

2026

Interview Bloomberg Talks · Apr 15, 2026 · 12 min

Morgan Stanley CEO Ted Pick Talks Inflation, Private Credit

Speaking to Bloomberg's Lisa Abramowicz after record Q1 2026 results, Pick named globally re-imported inflation via the energy sector as the primary risk, arguing it would feed through to food prices and cost of living. He also defended the expanding role of private credit in client portfolios.

Watch or read →

2025

Who else runs a company like this one

Every CEO we track →
Jamie Dimon Jamie Dimon JPMorgan Chase & Co. (JPM) David M. Solomon David M. Solomon The Goldman Sachs Group, Inc. (GS) Brian Moynihan Brian Moynihan Bank of America Corporation (BAC) Ryan McInerney Ryan McInerney Visa Inc. (V) Michael Miebach Michael Miebach Mastercard Incorporated (MA)