8-KEarnings & ResultsExhibits & Filings

MORGAN STANLEY 8-K Report, Financial Results (Jul 16, 2020)

Filed July 16, 2020For Securities:MSMS-PKMS-POMS-PQMS-PAMS-PFMS-PIMS-PLMS-PPMS-PEMSTLW

Summary

Morgan Stanley (MS) filed an 8-K on July 16, 2020, to report its financial results for the second quarter ended June 30, 2020. The filing primarily serves to attach the company's earnings press release (Exhibit 99.1) and a financial data supplement (Exhibit 99.2), which contain the detailed financial information. Investors should refer to these attached exhibits for specific performance metrics and commentary. The furnished information is considered 'filed' under the Securities Exchange Act of 1934, meaning it is subject to reporting requirements. The key takeaway for investors is to review the provided press release and data supplement for a comprehensive understanding of Morgan Stanley's financial condition and operational performance during the second quarter of 2020, including revenue, net income, and segment performance.

Key Highlights

  • 1Morgan Stanley filed an 8-K on July 16, 2020, announcing Q2 2020 financial results.
  • 2The filing incorporates by reference the earnings press release (Exhibit 99.1) and Financial Data Supplement (Exhibit 99.2).
  • 3Investors are directed to Exhibits 99.1 and 99.2 for detailed Q2 2020 financial performance.
  • 4The information furnished is officially 'filed' with the SEC, subject to reporting rules.
  • 5The 8-K does not provide the financial details directly but points to the attached documents for them.
  • 6Includes Interactive Data Files in Inline XBRL format (Exhibits 101 and 104) for enhanced data accessibility.

Frequently Asked Questions

Morgan Stanley's Q2 2020 financial results are detailed in the earnings press release (Exhibit 99.1) and the Financial Data Supplement (Exhibit 99.2) attached to the 8-K filing dated July 16, 2020.

The main purpose of this 8-K filing is to formally announce and provide access to Morgan Stanley's financial information for the quarter ended June 30, 2020, by attaching the relevant press release and financial data supplement.

No, the 8-K filing itself does not contain the specific financial results. Instead, it incorporates them by reference from the attached exhibits (Exhibit 99.1 and Exhibit 99.2), which investors should consult for details.

When information furnished under Item 2.02 is deemed 'filed,' it means it is subject to the liability provisions of Section 18 of the Securities Exchange Act of 1934, and it must be disclosed in SEC filings such as annual and quarterly reports. This is a more rigorous standard than 'furnished' information, which typically has less liability attached.