{
 "company": {
  "id": "morgan-stanley",
  "name": "Morgan Stanley",
  "country": "US",
  "template": "bank",
  "cik": "0000895421",
  "tickers": [
   "MS"
  ],
  "sources": "10-K and 10-Q filings with the SEC, published by SEC EDGAR",
  "sector": "Financials",
  "industry": "Investment banking and brokerage"
 },
 "snapshot": "FY2026Q2_1b839410",
 "schema": "annalist.dataset/0.1",
 "dataset_sha256": "1b839410a71dcb3adc12f4c7a523eb6950c2e46da58801b32090f0a8e7db9889",
 "as_of": {
  "period": "FY2026 Q2",
  "period_end": "2026-06-30",
  "release_date": "2026-08-04"
 },
 "published_at": "2026-10-31T22:34:11+00:00",
 "coverage": {
  "first_fiscal_year": 2020,
  "latest_period": "FY2026 Q2",
  "rule": "fiscal years ending on or after 2020-12-31"
 },
 "conventions": {
  "amounts": "US dollars as reported, not scaled; per-share items in US dollars per share; share counts in shares; pure items as fractions",
  "signs": "revenue, expenses, taxes and payments are positive amounts; operating, investing and financing cash-flow totals are negative when cash flows out",
  "fiscal_year": "the company's own fiscal-year label; start and end dates are given for every period",
  "period_label": "FY<year> Q<n>",
  "quarters": "a quarter that the filings do not report on its own, such as a fourth quarter, is derived from the figures of the filings",
  "restatements": "each value comes from the latest filing that reports the period; earlier different values are listed in restatements",
  "comparison": "a change against the same period a year earlier compares 2 figures of one basis, as the latest report that presents both periods gives them, so that a restatement or a stock split between 2 reports does not count as a change; where these figures differ from the published ones, the row of the later period gives them under comparison, with their sources and the fiscal year of the report (basis), and a comparison of null means that no report presents both",
  "definitions": "each item keeps one definition across periods",
  "withheld": "a value that contradicts the definition of its item, or that the filings report in contradiction, is withheld: it is empty and listed in withheld with its reason and sources",
  "source_ids": "<form>:<accession number>; see documents",
  "events": "corporate events found in the filings since 2020, such as acquisitions, disposals, stock splits, restatements and changes of name; each names its type and its source documents",
  "notes": "items with group note come from the notes to the financial statements; a note item that a filing does not report is empty, which differs from a reported zero; pure items are fractions, so 0.045 means 4.5%",
  "debt": "total debt counts each borrowing once; a balance-sheet date at which the company has no debt carries nil debt",
  "methods": "method is reported, or derived where the figure is calculated from figures of the documents listed",
  "published_at": "the time, in UTC, at which Annalist wrote the snapshot to the site for the first time; the snapshot of a company that a reader could cite on a date is the latest whose published_at is not after that date"
 },
 "validation": {
  "total": 365,
  "failed": 0,
  "warnings": 0
 },
 "adjustments": [],
 "restatements": 26,
 "guidance": null,
 "statements": [
  {
   "statement": "income_statement",
   "frequency": "quarterly",
   "section": "pl_quarterly",
   "url": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/statements/pl_quarterly.json",
   "rows": 26,
   "first": "FY2020 Q1",
   "last": "FY2026 Q2",
   "items": [
    "dps_declared",
    "eps_basic",
    "eps_diluted",
    "income_tax",
    "interest_expense",
    "interest_income",
    "net_charge_offs",
    "net_income",
    "net_income_common",
    "net_income_incl_nci",
    "net_interest_income",
    "noninterest_expense",
    "noninterest_income",
    "pretax_income",
    "provision_credit_losses",
    "provision_lending_commitments",
    "provision_loans",
    "provision_securities_htm",
    "revenue",
    "shares_basic",
    "shares_diluted"
   ]
  },
  {
   "statement": "income_statement",
   "frequency": "annual",
   "section": "pl_annual",
   "url": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/statements/pl_annual.json",
   "rows": 6,
   "first": "FY2020",
   "last": "FY2025",
   "items": [
    "dps_declared",
    "eps_basic",
    "eps_diluted",
    "income_tax",
    "interest_expense",
    "interest_income",
    "net_charge_offs",
    "net_income",
    "net_income_common",
    "net_income_incl_nci",
    "net_interest_income",
    "noninterest_expense",
    "noninterest_income",
    "pretax_income",
    "provision_credit_losses",
    "provision_lending_commitments",
    "provision_loans",
    "provision_securities_htm",
    "revenue",
    "shares_basic",
    "shares_diluted"
   ]
  },
  {
   "statement": "balance_sheet",
   "frequency": "quarter_end",
   "section": "balance_sheet",
   "url": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/statements/balance_sheet.json",
   "rows": 26,
   "first": "FY2020 Q1",
   "last": "FY2026 Q2",
   "items": [
    "allowance_loan_losses",
    "cash_and_due_from_banks",
    "deposits",
    "deposits_with_banks",
    "equity_parent",
    "equity_total",
    "goodwill",
    "intangibles",
    "liabilities_and_equity",
    "loans",
    "loans_net",
    "long_term_debt",
    "nci",
    "nonaccrual_loans",
    "preferred_stock",
    "repurchase_agreements",
    "resale_agreements",
    "retained_earnings",
    "securities_afs",
    "securities_borrowed",
    "securities_htm",
    "shares_issued",
    "shares_outstanding",
    "short_term_borrowings",
    "temporary_equity",
    "total_assets",
    "total_liabilities",
    "trading_assets",
    "trading_liabilities",
    "treasury_shares"
   ]
  },
  {
   "statement": "cash_flow",
   "frequency": "quarterly",
   "section": "cf_quarterly",
   "url": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/statements/cf_quarterly.json",
   "rows": 26,
   "first": "FY2020 Q1",
   "last": "FY2026 Q2",
   "items": [
    "buybacks",
    "cff",
    "cfi",
    "cfo",
    "dividends_paid"
   ]
  },
  {
   "statement": "cash_flow",
   "frequency": "annual",
   "section": "cf_annual",
   "url": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/statements/cf_annual.json",
   "rows": 6,
   "first": "FY2020",
   "last": "FY2025",
   "items": [
    "buybacks",
    "cff",
    "cfi",
    "cfo",
    "dividends_paid"
   ]
  }
 ],
 "ratios": {
  "url": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/ratios/index.json",
  "template": "bank",
  "ratios": 66,
  "values": 1129,
  "frequencies": [
   "annual",
   "quarterly"
  ],
  "engine": "annalist 0.1.0 (ratios 0.7.0)",
  "series": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/ratios/series.json"
 },
 "documents": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/documents.json",
 "calendar": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/calendar.json",
 "files": [
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/balance_sheet.csv",
   "bytes": 91736,
   "sha256": "7be42309d0c3038c0c11b7352999be568f12a0f32ec155442b6fef1b68b26504"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/calendar.json",
   "bytes": 4151,
   "sha256": "55d7e0a20000863299c179822a4ab39a822ce398026ca1a1c771f12d4d11ee4a"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/cf_annual.csv",
   "bytes": 3905,
   "sha256": "d0bc159b77da6d5687cf399635ea7ce504b5a621858717efa28a5e73bb7c0e26"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/cf_quarterly.csv",
   "bytes": 18620,
   "sha256": "11d48b864463ee2a8f638c4cae9d43416ae552cbd3df641441c85b5fea3b6291"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/dataset.json",
   "bytes": 215732,
   "sha256": "41f371dfa06ae5cff82e92363c67179c760e24dd19d47d15937dfcc1a387958b"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/documents.csv",
   "bytes": 6542,
   "sha256": "c46cb86bd24e1c5c76ea1d8cb4ccf1bffe8e7871f15211d760b47052f91dcd88"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/documents.json",
   "bytes": 10580,
   "sha256": "1a5803eecfd6caa5bab6003542e567d6deb042ef805066411bff887bc4df7f0e"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/pl_annual.csv",
   "bytes": 17661,
   "sha256": "eba8fea7268ef2aca26dc36eec0dba35f5a127a1d15dadc16e7d4667e4b24450"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/pl_quarterly.csv",
   "bytes": 77497,
   "sha256": "a3a4b614a1df40a3d3aca07c3005714c2436e9c1b7261fd9effebdf873166482"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/ratios/annual.json",
   "bytes": 91393,
   "sha256": "63b5b0a85402e22703c678b5b268800023062b92cdfc8a6e0040c00d2c507ae0"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/ratios/index.json",
   "bytes": 33965,
   "sha256": "3954725dbbb63c37a4c92da7339e7b9d956d73ab157f221e34f7a54fcf11b285"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/ratios/quarterly.json",
   "bytes": 353619,
   "sha256": "941d4dc66527d55e673ecf7e99470e4fcd49116a15d55ef499e02a684fbe8aa7"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/ratios/series.json",
   "bytes": 93457,
   "sha256": "cc8a2fca3364d6bb2b6f12db8019cb5d0e11f224b3848cad9c2de1b76fdfd560"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/ratios.csv",
   "bytes": 241999,
   "sha256": "55461da4f0eaa5421f8991c9ede8a2a222cd0c81457f0020befab3f5f424bd71"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/ratios.json",
   "bytes": 434512,
   "sha256": "66977dc901c8a851128fd7940393fb9ef955093bd295be7ad651b1886ab1a612"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/restatements.csv",
   "bytes": 4223,
   "sha256": "a0edacd067436bff5cd10638311e84fdd1024b2c41acaca1736eca91c88a0c06"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/statements/balance_sheet.json",
   "bytes": 83981,
   "sha256": "47e9866b91aa45f8b49033513c873b3e8da4cea52974abd191764de26ccb952c"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/statements/cf_annual.json",
   "bytes": 6927,
   "sha256": "5d10f56625096a71a5e988b8ba89fc6447c65a6aeb3892438d22d0f6659690e2"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/statements/cf_quarterly.json",
   "bytes": 24686,
   "sha256": "20faa6e6c11b8b178144e575eef95a7209e7ee6ff824cc67cc92a007c580bb35"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/statements/pl_annual.json",
   "bytes": 19602,
   "sha256": "636f9c13bbd5c8565c1f6258d557efd423e9dabe38a607906b37ff6a306f5b88"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/statements/pl_quarterly.json",
   "bytes": 70046,
   "sha256": "77e22f3b19f3055ef59748fae115ae575b1152d37406909f4cc0ed186a28932d"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/tables.json",
   "bytes": 10530,
   "sha256": "5693b9ff2368492db93b005498a05654391b8cfd444b277916a9d88df64d8ea3"
  },
  {
   "path": "/api/v1/companies/morgan-stanley/snapshots/FY2026Q2_1b839410/validation.json",
   "bytes": 2647,
   "sha256": "06b9f9425c452a0eea9366ff562bbd79d270d7522ed328dc8ef483b29d8fd902"
  }
 ],
 "citation": {
  "format": "Annalist, {company name}, snapshot {company id}/{snapshot id} (as of {period}); {item label}, {period}; source {document id} ({document url})",
  "example": "Annalist, Morgan Stanley, snapshot morgan-stanley/FY2026Q2_1b839410 (as of FY2026 Q2); <item label>, <period>; source <document id> (<document url>)",
  "note": "Document ids name the official document of each figure; documents.json gives its URL and SHA-256."
 }
}
