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Morgan Stanley Issued $15,023,670 Contingent Income Auto-Callable Securities
April, 2025

$15,023,670 Contingent Income Auto-Callable Securities Based on the Performance of the Class A Common Stock of Zoom Video Communications, Inc. due October 05, 2023, priced on October 02, 2020, were issued by Morgan Stanley Finance LLC. The pricing supplement for this note (CUSIP: 61771D514) can be found here.

The notes had a $10 face value and paid a quarterly coupon of $0.5025, so long as the notes had not been called and and Zoom all closed above 50% of their October 02, 2020 closing prices on a determination date. If and Zoom closed below 50% of their October 02, 2020 closing prices on a determination date, the notes did not pay a coupon.

If not previously called, at maturity, the notes returned $10 in principal if and Zoom all closed on the final determination date on October 02, 2023 and above 50% of their October 02, 2020 closing prices. If on October 02, 2023 and Zoom closed below 50% of their October 02, 2020 closing prices, the notes paid reduced principal euqal to $10 multiplied by the lowest ratio of and Zoom October 02, 2023 closing prices to their October 02, 2020 closing prices.

The notes have matured. They paid four coupons totaling $2.0100 and $1.45 repayment per $10 note. Investors thus suffered capital losses of $8.55 and net losses of $6.54. In the aggregate, investors in this note suffered $12,839,423 in capital losses and $9,819,665 in net losses. See Table 1 and Figure 1.

Table 1



Figure 1




SLCG estimated these losses based on publicly available information. The issuer ultimately determines the amounts paid which may differ from our estimates. Our reference to capital loss and net loss does not imply SLCG's view of how these losses are treated for tax purposes.


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SLCG Economic Consulting, LLC

For almost a quarter of a century, SLCG Economic Consulting, LLC ("SLCG") has been delivering consulting services to individuals, businesses, and both state and federal agencies, primarily focusing on finance and economics. The team at SLCG comprises experts with extensive academic and governmental backgrounds who actively engage in research that is often suitable for publication.

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