1st Quarter - Report

MORGAN STANLEY & CO. LLC for MORGAN STANLEY & CO LLC

Period 1st Quarter 2026 Filed Apr 19, 2026 Signed by Joshua Wilsusen

Official filing
Firm
MORGAN STANLEY & CO. LLC
Client
MORGAN STANLEY & CO LLC
Income
—
Expenses
$1,230,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

4 issue areas, each in the filer's own words, with who lobbied on it and where.

Banking BAN

Issues Related to Financial Regulatory Restructuring and Implementation Issues Related to Mortgage Industry Reforms Issues Related to Community Reinvestment Act Issues Related to Anti-Money Laundering and Counter Terrorism Financing (AML/CTF) Issues Related to Bank Capital Standards

LobbyistCovered position, as disclosed
JENNIFER JACOBY New —
THOMAS MCCROCKLIN —
JOSHUA WILSUSEN New —

Contacted: Federal Deposit Insurance Corporation (FDIC); HOUSE OF REPRESENTATIVES; Federal Reserve System; Treasury, Dept of; SENATE; Securities & Exchange Commission (SEC); Federal Housing Finance Agency (FHFA)

Financial Institutions/Investments/Securities FIN

Issues Related to Broker Dealers Issues Related to Energy Legislation Issues Related to Derivatives Issues Related to Financial Market System Risk Issues Related to Commodity Markets Issues Related to Investment Advisors Issues Related to Financial Regulatory Restructuring Issues Related to Pension Reform Issues Related to Exchange Act Reform Issues Related to Corporate Governance Issues Related to Digital Assets

LobbyistCovered position, as disclosed
JENNIFER JACOBY New —
THOMAS MCCROCKLIN —
JOSHUA WILSUSEN New —

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; Federal Reserve System; SENATE; Commodity Futures Trading Commission (CFTC); Securities & Exchange Commission (SEC)

Trade (domestic/foreign) TRD

China Market Access US-China Relationship Issues Related to Currency Exchange Oversight Issues Related to Trade and Tariff Policy US-Russia Relationship US-Turkey Relationship US-Iran Relationship US-India Relationship US-Latin American Relationships US-Middle East Relations US-South Africa Relationships US-South, Central, and East Asia Relationships US-UK and EU Relationships US-Ukraine Relationship US-Colombia and Brazil Relationships

LobbyistCovered position, as disclosed
ANN M. BAILEY New —
JOSHUA WILSUSEN New —

Contacted: White House Office; Treasury, Dept of; SENATE; Office of the Vice President of the United States; U.S. Trade Representative (USTR); State, Dept of (DOS); HOUSE OF REPRESENTATIVES; Natl Economic Council (NEC); Commerce, Dept of (DOC)

Taxation/Internal Revenue Code TAX

Taxation of Financial Institutions and Products Issues Related to International Tax Rules Energy Tax Legislation Issues Related to Tax-Exempt Bonds Issues Related to Pension Reforms

LobbyistCovered position, as disclosed
PHILIP AUSTIN New —
JOSHUA WILSUSEN New —

Contacted: Treasury, Dept of; Internal Revenue Service (IRS); SENATE; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.