2nd Quarter - Report

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

Period 2nd Quarter 2025 Filed Jul 18, 2025 Signed by Michael J. Stein

Official filing
Firm
MORGAN STANLEY & CO. LLC
Client
MORGAN STANLEY & CO LLC
Income
—
Expenses
$890,000
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: Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; Federal Reserve System; Treasury, Dept of; SENATE; Securities & Exchange Commission (SEC)

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

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

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

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.