8-KShareholder MattersCorporate ChangesOther Events+1

MORGAN STANLEY 8-K Report, Rights Modification (Jan 31, 2017)

Filed January 31, 2017For Securities:MSMS-PKMS-POMS-PQMS-PAMS-PFMS-PIMS-PLMS-PPMS-PEMSTLW

Summary

Morgan Stanley filed an 8-K report on January 30, 2017, detailing the issuance of its Series K Preferred Stock. This filing primarily serves to incorporate by reference various exhibits related to this new class of preferred stock, including the Certificate of Designation, the form of certificate representing the stock, and the deposit agreement governing depositary receipts. Investors should note that the substantive financial performance or operational updates are not the focus of this particular 8-K, which is largely procedural in nature regarding the new preferred stock offering. The inclusion of these exhibits suggests that Morgan Stanley has completed or is in the final stages of offering its Series K Preferred Stock. This is a significant event for investors interested in the company's capital structure and its ability to raise funds through equity instruments. The filed documents provide crucial details regarding the terms, rights, and obligations associated with this preferred stock, which would be of interest to potential and existing holders.

Key Highlights

  • 1Morgan Stanley filed an 8-K on January 30, 2017, related to its Series K Preferred Stock.
  • 2The filing incorporates by reference exhibits from a Form 8-A filed on the same day.
  • 3Key exhibits include the Certificate of Designation for Series K Preferred Stock.
  • 4Documentation for the form of depositary receipts and the governing deposit agreement are included.
  • 5Legal opinion and consent from Davis Polk & Wardwell LLP are also part of the filing.
  • 6This 8-K primarily concerns the procedural aspects and documentation of the Series K Preferred Stock issuance.

Frequently Asked Questions

The main purpose of this 8-K filing is to officially document and make available to the public the various legal and procedural documents related to Morgan Stanley's issuance of its Series K Preferred Stock. It incorporates by reference key exhibits that define the terms and structure of this new class of stock and its associated depositary receipts.

No, this particular 8-K filing does not contain any financial performance updates, earnings results, or operational highlights. Its focus is exclusively on the documentation and legal aspects of the Series K Preferred Stock offering.

Detailed information about the terms and conditions of the Series K Preferred Stock can be found within the exhibits incorporated by reference in this 8-K filing, particularly the 'Certificate of Designation' (Exhibit 3.1 and 4.1) and the 'Form of Deposit Agreement' (Exhibit 4.3).

Davis Polk & Wardwell LLP is a law firm. Their opinion (Exhibit 5) and consent (Exhibit 23) are included as they likely provided legal counsel regarding the issuance of the Series K Preferred Stock and related securities. This is a standard practice to confirm the legality and proper authorization of the securities being offered.