4th Quarter - Report

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

Period 4th Quarter 2025 Filed Jan 20, 2026 Signed by Michael J. Stein

Official filing
Firm
MORGAN STANLEY & CO. LLC
Client
MORGAN STANLEY & CO LLC
Income
—
Expenses
$2,220,000
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.

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
THOMAS MCCROCKLIN —
MICHAEL STEIN —

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

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 —
MICHAEL STEIN —

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

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
THOMAS MCCROCKLIN —
MICHAEL STEIN —

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

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 —
MICHAEL STEIN —

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

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.