Research date: 28 October 2026 Target: Morgan Stanley Jurisdiction: United States Evidence period: Historical records through October 2026 Scope: Israeli economic activity, financial services, investment exposure, corporate ownership and potential settlement-related commercial relationships.
Supply Chain & Sourcing Relationships
Direct supplier relationships
Morgan Stanley describes its principal business as financial services, including investment banking, securities, investment management and wealth management, rather than agricultural importing or consumer-goods retailing.1
No public evidence identified of direct procurement arrangements between Morgan Stanley and Mehadrin, Hadiklaim, Galilee Export or Agrexco successors in the reviewed corporate and financial disclosures.1
Importer of record
No public evidence identified of Morgan Stanley acting as an importer of record for Israeli agricultural products, fresh produce or consumer merchandise.1
Seasonal procurement
No public evidence identified of recurring December–April procurement of Israeli dates, citrus, avocados, herbs, potatoes or other seasonal produce.1
Third-party sourcing
No public evidence identified of Israeli agricultural goods reaching Morgan Stanley through wholesale distributors, private-label suppliers or consumer-retail arrangements.2
Financial-sector supply relationships
Morgan Stanley & Co. International plc acted as a global underwriter in Bank Hapoalim B.M.’s January 2026 international bond offering, according to the announcement by the transaction’s Israeli legal advisers.3
The January 2026 financing involved an institutional securities-distribution relationship rather than procurement of physical merchandise.4
Product Origin, Labeling & Regulatory Compliance
Settlement-origin products
No public evidence identified of Morgan Stanley selling physical products labelled “Produce of Israel” or distributing agricultural goods from the West Bank, Jordan Valley, East Jerusalem or Golan Heights.1
Country-of-origin labelling
No public evidence identified of a Morgan Stanley enforcement action involving the country-of-origin labelling of Israeli or settlement-produced agricultural products.2
Corporate labelling policy
No public evidence identified of a Morgan Stanley policy specifically governing the retail labelling of settlement-produced goods.1
Financial-product disclosure
Morgan Stanley Institutional Fund, Inc.’s March 2026 portfolio reporting identifies Israeli securities holdings by country, issuer, quantity and market value, providing evidence of investment-origin disclosure within financial products.5
The Global Insight Portfolio reported 5,500 Class A shares of Oddity Tech Ltd. with a market value of approximately $74,000 as of 31 March 2026; this was a managed-fund holding rather than an identified corporate treasury position.5
Territorial exposure
No public evidence identified of a specific Morgan Stanley financial product expressly financing a named settlement enterprise, settlement construction project or settlement agricultural exporter in the reviewed records.6
Investment, Capital & Financial Exposure
Israeli sovereign-bond market - 2026
On 12 May 2026, Israeli authorities announced that Morgan Stanley had joined the government’s primary-dealer programme for domestic sovereign bonds, becoming the thirteenth participating financial institution.7
Contemporaneous reporting attributed to Israel’s Ministry of Finance states that Morgan Stanley’s admission was intended to broaden the investor base, increase liquidity and reduce government financing costs.8
The programme involves participation in the Israeli government-securities market, including primary issuance and secondary-market dealing; Morgan Stanley-specific issuance allocations and trading volumes were not disclosed in the reviewed announcement.7
The Israeli government described the addition of international dealers as supporting its sovereign debt market and government-financing capabilities.8
The available evidence establishes programme admission in May 2026, after both 19 July 2024 and November 2024; the precise date on which Morgan Stanley first executed transactions under the programme remains unverified.7
Historical sovereign underwriting
A State of Israel SEC prospectus supplement dated 11 February 2025 identifies BofA Securities, Citigroup Global Markets, Deutsche Bank, Goldman Sachs and JPMorgan Securities as the five joint bookrunning managers for a $5 billion sovereign-bond offering.9
Morgan Stanley was not named among the underwriters in that specific February 2025 offering.9
BankTrack’s investigation of sovereign financing between October 2023 and January 2025 identified seven international underwriting institutions, including Bank of America, Barclays, BNP Paribas, Citigroup, Deutsche Bank and JPMorgan; Morgan Stanley was not established as a participant in those transactions through that investigation.10
Bank Hapoalim financing - January 2026
On 8 January 2026, Bank Hapoalim announced pricing of a $2 billion international bond offering supported by a syndicate that included Morgan Stanley, Barclays, Citi, Goldman Sachs, Jefferies and JPMorgan.11
White & Case confirmed on 22 January 2026 that the transaction comprised $1 billion of 4.722% senior notes due 2029 and $1 billion of 5.252% senior notes due 2033.4
White & Case identifies Morgan Stanley as a joint bookrunner, with proceeds intended for Bank Hapoalim’s general corporate purposes and funding diversification.4
Goldfarb Gross Seligman specifically identifies Morgan Stanley & Co. International plc as a global underwriter of the transaction, alongside five other international securities firms.3
The transaction attracted approximately $7 billion of institutional investor demand and the bonds were listed on TASE UP, the institutional platform of the Tel Aviv Stock Exchange.3
The participating institutional underwriter was therefore Morgan Stanley & Co. International plc; the financing beneficiary was Bank Hapoalim B.M.; and the public confirmation channels were goldfarb.com, beBeez.eu and jpost.com.3, 4, 11
The earliest independently identified public announcement is dated 8 January 2026, with legal-adviser confirmations dated 19 and 22 January 2026; continuing underwriting activity beyond completion of this particular offering is not established by those announcements.3, 4, 11
Israeli technology-company investment
November 2024 financial-sector reporting identifies Morgan Stanley, Citi, State Street and UBS as investors in a $20 million funding transaction involving Israeli-linked financial-technology company Capitolis.12
The reported allocation was approximately $5 million per participating institution, with board representation associated with the investment.12
The specific Morgan Stanley subscribing entity, current holding percentage and any subsequent disposal were not independently established through the reviewed regulatory disclosures.12
GroundCover Software - July 2026
An August 2026 announcement by transaction legal adviser Proskauer identifies Morgan Stanley Expansion Capital as a participating investor in Israeli software company GroundCover’s July 2026 $100 million Series C financing.13
GroundCover acquired Israeli cloud-technology company Wand in September 2026 in a transaction reported to involve several tens of millions of dollars.14
The Wand transaction was an acquisition by GroundCover, rather than a documented direct acquisition by Morgan Stanley.14
No public evidence identified establishing that Morgan Stanley held a controlling interest in GroundCover or acquired operational control of Wand.13, 14
Historical Israeli investment - Samanage
No public evidence identified establishing Morgan Stanley’s current ownership of Samanage as of October 2026 in the replacement investment record.13
Managed-fund portfolio exposure
The Morgan Stanley Institutional Fund Global Insight Portfolio reported a March 2026 investment in Oddity Tech Ltd., an Israeli-company holding separately identified in its country allocation.5
No public evidence identified in the cited portfolio schedule establishing that the Oddity holding was owned directly by Morgan Stanley’s corporate treasury rather than by the investment fund.5
Acquired Israeli operating subsidiaries
The December 2025 Morgan Stanley significant-subsidiary schedule identifies numerous United States, European and Asian subsidiaries but expressly states that certain subsidiaries are omitted under SEC materiality rules.2
No public evidence identified establishing a controlling Morgan Stanley acquisition of an Israeli manufacturing, pharmaceutical, agricultural, defence or consumer-brand operating company with a verified acquisition price, current ownership percentage and manufacturing footprint.2
Direct lending to settlement-active enterprises
No public evidence identified of a specific Morgan Stanley loan agreement financing an enterprise listed in the reviewed settlement-related corporate investigations.10
Insurance underwriting
No public evidence identified of Morgan Stanley directly underwriting Israeli military or settlement insurance risks in the reviewed financial-services disclosures.1
Investment-management versus proprietary capital
Morgan Stanley’s 2025 Form 10-K describes its investment-management operations as distinct from its institutional securities and wealth-management businesses, requiring individual fund holdings to be attributed to the relevant investment vehicle.1
Post-July and post-November 2024 continuity
Morgan Stanley’s participation in the January 2026 Bank Hapoalim transaction and its May 2026 Israeli government-bond primary-dealer admission both occurred after the specified July and November 2024 reference dates.3, 7
Elbit Systems’ August 2025 financial disclosure confirms that the underwriters exercised their full 204,817-share additional-purchase option on 23 May 2025. The completed offering therefore comprised 1,570,267 newly issued ordinary shares, generating approximately $588.8 million in gross proceeds. This confirms that the optional allocation was fully executed and that the associated primary-capital transaction had closed. The disclosure identifies no unexercised purchase option or continuing underwriting commitment arising from that offering.15
Elbit Systems’ financial statements for the six months ended 30 June 2025 recorded $573.0 million under cash flows from issuance of shares. This establishes a continuing balance-sheet and financing effect from the completed capital raising, distinguishable from an ongoing obligation of Morgan Stanley & Co. LLC to provide capital. The financial statements also reported a net $738.4 million investment in short-term deposits during the period, but did not attribute those deposits specifically to offering proceeds. The records therefore establish capital received by Elbit without identifying the subsequent use of each dollar raised.15
28 October 2026 - no public evidence identified: the reviewed Elbit offering-completion disclosures, subsequent financial reporting and Morgan Stanley institutional holding records did not identify Morgan Stanley & Co. LLC’s retained underwriting inventory, unsold transaction allocations, a continuing financing commitment, or an outstanding obligation to purchase additional Elbit shares under the May 2025 underwriting agreement. Morgan Stanley’s separately reported institutional investment position cannot be attributed to retained underwriting inventory from these records.15, 16
Morgan Stanley’s institutional Form 13F position in Elbit Systems remained substantial in absolute reported market value at the latest ascertainable quarter-end, 30 June 2026. FilingExplorer’s reconstruction records 169,101 ordinary shares valued at $128,301,694, compared with 164,226 shares valued at $139,444,960 on 31 March 2026. The reported share count increased by 4,875 shares, or approximately 3.0%, while the market value decreased by approximately 8.0%. The position represented less than 0.01% of Morgan Stanley’s reported 13F portfolio value. These figures establish continued institutional investment exposure, but do not identify corporate proprietary ownership or the source of investment funds.16
The reported position predates the May 2025 underwriting transaction: Morgan Stanley’s historical 13F series identifies 119,613 Elbit shares at 31 December 2024 and 153,191 shares at 31 March 2025. The position subsequently increased to 320,181 shares at 30 June 2025 before declining to 169,101 shares at 30 June 2026. This chronology establishes that Elbit exposure existed independently of the May 2025 offering, although the quarterly reports cannot determine whether any particular shares were acquired through that transaction, secondary-market purchases, client mandates or index-linked investment activity.16
The June 2026 Elbit holding record attributes 125,895 shares to sole voting authority, 43,206 shares to no reported voting authority and zero shares to shared voting authority. Voting authority describes the ability to exercise shareholder voting rights; it does not independently identify the portfolio manager who selected the investment, establish that the investment was discretionary rather than index-driven, or prove that Morgan Stanley beneficially owned the shares for its corporate account.16
28 October 2026 - no public evidence identified: the reviewed Morgan Stanley 13F holding history, issuer-level institutional ownership comparisons and public investment records did not establish which Morgan Stanley investment desk, individual portfolio manager, client mandate or index product accounted for the reported Elbit allocation. The 13F position’s absolute value does not establish active investment conviction, particularly where the position represented less than 0.01% of the reporting manager’s total disclosed portfolio. Accordingly, the available records neither demonstrate that the aggregate position was entirely passive nor substantiate an actively selected material allocation under a named discretionary strategy.16, 17
Operational Presence & Market Activity
Israeli investment-banking operations
October 2026 reporting describes Morgan Stanley as an established participant in Israel’s investment-banking market, tracing its local business activity to the 1990s and its formal office presence to approximately 2000.18
The reporting identifies former Bank Hapoalim chairman Yair Seroussi as an important historical figure in Morgan Stanley’s Israeli activity.18
Morgan Stanley’s Israeli business has included investment banking, capital-market transactions and technology-sector advisory work.18
Technology transactions
In an October 2026 interview, Morgan Stanley co-president Daniel Simkowitz discussed the firm’s long-standing work with Israeli technology companies and entrepreneurs.18
The interview identified Morgan Stanley’s involvement in transactions concerning Mobileye, SentinelOne, Wiz and Armis, including advisory activity relating to large international technology acquisitions.18
The October 2026 publication on calcalistech.com is the public communication channel; the acting corporate representative was Daniel Simkowitz speaking on Morgan Stanley’s behalf, with readers of the publication as the identifiable audience.18
The interview is evidence of a public communication made in October 2026; its subsequent duration of public availability and distribution reach cannot be established from the article.18
Israeli state capital markets
Morgan Stanley’s 2026 government-bond primary-dealer appointment places the firm within Israel’s institutional sovereign-debt trading infrastructure.7
The programme’s stated purpose includes maintaining government-bond market liquidity and supporting the state’s financing operations.8
Physical footprint
Independent reporting describes Morgan Stanley’s long-standing Israeli investment-banking office and continued Tel Aviv business engagement during October 2026.18
No public evidence identified establishing that Morgan Stanley operates offices, retail branches or warehouses inside West Bank settlements, East Jerusalem settlements or the Golan Heights.18
Workforce
No public evidence identified establishing the current headcount of Morgan Stanley Israel Limited or the number of Morgan Stanley employees working exclusively in Israel.1
Israeli tax and registration
No public evidence identified establishing that Morgan Stanley itself is Israeli tax-resident or holds Israeli Preferred Technology Enterprise status.1
Market positioning
Morgan Stanley’s October 2026 executive commentary presents Israeli technology companies as significant participants in international investment banking and cross-border acquisition markets.18
Reservist compensation
No public evidence identified of a Morgan Stanley Israel Limited salary-subsidy policy specifically covering Israeli military reservists.1
Charitable matching
No public evidence identified establishing that a named Israeli military-support or settlement organisation received Morgan Stanley corporate matching contributions during the reviewed period.1
Corporate Structure & Foundational Ties
Founding and domicile
Morgan Stanley’s 2025 Form 10-K states that the parent corporation was incorporated in Delaware in 1981 and identifies its principal executive offices at 1585 Broadway, New York.1
Morgan Stanley identifies earlier predecessor businesses dating to 1924, placing the corporate origins of the group outside Israel.1
Israeli-nexus factors
Founding in Israel: no public evidence identified; the SEC filing establishes United States incorporation.1
Headquarters or principal management in Israel: no public evidence identified; the SEC filing identifies New York as the principal executive office location.1
Israeli tax residency or PTE status: no public evidence identified in the reviewed corporate disclosures.1
Israeli beneficial control: no public evidence identified; the principal disclosed shareholder is Mitsubishi UFJ Financial Group, a Japanese corporation.19
Principal shareholder
Morgan Stanley’s April 2026 proxy statement reported that Mitsubishi UFJ Financial Group beneficially owned approximately 24.0% of Morgan Stanley common stock.19
A July 2026 Schedule 13D amendment reported MUFG beneficial ownership of 380,511,118 shares, representing approximately 24.12% of Morgan Stanley common stock.20
The SEC filing identifies MUFG as a Japanese incorporated reporting person.21
MUFG’s continuing securities-disclosure activity is also documented through subsequent 2026 SEC ownership filings.22, 23
Other significant institutional shareholders
Morgan Stanley’s 2026 proxy identified State Street, Vanguard and BlackRock as additional institutional shareholders, with approximately 7.2%, 6.9% and 5.7% respectively.19
These holdings do not establish Israeli corporate control of Morgan Stanley.19
Governance arrangements
Morgan Stanley’s 2026 proxy describes an investor agreement under which MUFG designates two members of the Morgan Stanley board.24
The proxy identified Hironori Kamezawa and the proposed replacement of Masato Miyachi with Yasushi Itagaki among MUFG’s board representatives.24
The proxy documentation was filed with the SEC in April 2026 ahead of the May 2026 annual meeting.25
Controlling principal: Ted Pick
Morgan Stanley’s 2026 proxy identifies Ted Pick as Chairman and Chief Executive Officer.19
No public evidence identified in the reviewed disclosures establishing a material personal investment by Ted Pick in an Israeli defence manufacturer, settlement company or Israeli government financing vehicle.19
Controlling principal: Daniel Simkowitz
October 2026 reporting identifies Daniel Simkowitz as a Morgan Stanley co-president with long-standing professional relationships in Israel’s technology industry.18
No public evidence identified establishing a separately attributable personal or family-office investment by Simkowitz in a named settlement enterprise.18
Controlling principal: Hironori Kamezawa
Hironori Kamezawa is identified in the proxy as a MUFG-associated Morgan Stanley director.24
No public evidence identified establishing a separately attributable personal investment by Kamezawa in Israeli settlement infrastructure.24
Controlling principal: Yasushi Itagaki
The 2026 proxy identifies Yasushi Itagaki as MUFG’s designated director nominee.24
No public evidence identified establishing a personal Israeli defence or settlement investment attributable to Itagaki.24
Other directors and executives
The 2026 proxy identifies Sharon Yeshaya, Andrew Saperstein and Eric Grossman among Morgan Stanley’s senior executives, without providing evidence in the cited ownership disclosures of controlling Israeli corporate interests held by those individuals.19
The same proxy identifies Thomas Glocer, Lynn Good, Douglas Peterson, Jami Miscik and other directors, but the reviewed ownership tables do not establish an Israeli settlement investment attributable to these individuals.19
Group legal entities
Morgan Stanley’s December 2025 significant-subsidiary exhibit identifies Morgan Stanley & Co. LLC, Morgan Stanley Bank, N.A., Morgan Stanley Investment Management Inc., Morgan Stanley International Limited and Morgan Stanley & Co. International plc among the group’s principal subsidiaries.2
The same SEC filing identifies the parent company as the reporting financial holding company and explains that the published subsidiary list excludes certain entities under SEC reporting rules.1, 2
State ownership and institutional linkages
No public evidence identified of an Israeli government equity stake, golden share or direct Israeli government appointment right over Morgan Stanley’s parent board.19
Morgan Stanley’s May 2026 government-bond primary-dealer appointment establishes a contractual institutional relationship with the Israeli sovereign financing system.7
Structural governance features
MUFG’s two-director designation arrangement is documented in Morgan Stanley’s 2026 proxy statement and derives from a longstanding investor agreement.24
No public evidence identified of an Israeli government veto right, founder share or charter provision directing Morgan Stanley to support Israeli state policy.24
Profit Repatriation & Economic Contribution
Corporate revenue reporting
Morgan Stanley’s 2025 Form 10-K reports financial performance through global business segments and geographic reporting disclosures.1
No public evidence identified establishing a separately quantified annual Israeli revenue figure for Morgan Stanley Israel Limited in the reviewed consolidated financial disclosures.1
Israeli government-financing contribution
Israel’s May 2026 appointment of Morgan Stanley as a sovereign-bond primary dealer was publicly described as intended to broaden government-bond investor participation and improve market liquidity.7
The Israeli government announced that international primary-dealer participation was intended to help reduce sovereign financing costs.8
The reviewed announcement does not establish Morgan Stanley-specific government-bond volumes, fees or realized profits.7
Commercial-bank financing
The January 2026 Bank Hapoalim offering raised approximately $2 billion in international capital markets, with Morgan Stanley & Co. International plc participating in the underwriting syndicate.3
White & Case states that the financing proceeds were intended for Bank Hapoalim’s general corporate purposes and diversification of funding sources.4
No public evidence identified establishing Morgan Stanley’s exact transaction fee, underwriting allocation or net profit from that offering.4
Capital into Israeli technology
The November 2024 Capitolis investment lead identifies approximately $5 million attributable to Morgan Stanley within a larger $20 million transaction involving four banks.12
The 2026 GroundCover investment lead identifies further Israeli technology-sector exposure, although the precise investment amount and ownership percentage were not independently established.13
Managed investment capital
Morgan Stanley Institutional Fund, Inc.’s March 2026 report identifies an Oddity Tech Ltd. equity position worth approximately $74,000 within the Global Insight Portfolio.5
This amount represents a managed-fund investment value at the reporting date and does not independently establish corporate cash invested by Morgan Stanley for its own account.5
Profit repatriation
No public evidence identified establishing the aggregate amount of profits remitted from Morgan Stanley’s Israeli operations to its United States parent.1
No public evidence identified establishing a reverse flow of worldwide Morgan Stanley profits into an Israeli-domiciled controlling parent.1, 20
Economic ecosystem role
Morgan Stanley’s Israeli capital-markets activity includes participation in international offerings for Israeli issuers and admission to Israel’s sovereign-bond primary-dealer system.3, 7
October 2026 executive commentary describes continued involvement in Israeli technology transactions and relationships with Israeli entrepreneurs and venture-capital investors.18
Territorial economic contribution
No public evidence identified establishing the amount, if any, of Morgan Stanley revenue or profit specifically derived from settlement-based commercial activities in the West Bank, East Jerusalem or Golan Heights.1, 10
Temporal status
The January 2026 Bank Hapoalim financing was a completed securities transaction, while Morgan Stanley’s May 2026 primary-dealer admission was publicly announced as an ongoing institutional relationship; independent evidence of termination was not identified in the reviewed sources.3, 7
The completed May 2025 Elbit equity financing produced an identifiable economic benefit to the issuer beyond the underwriting completion date: approximately $573.0 million in share-issuance cash inflows was recognised in Elbit’s first-half 2025 financing cash flows. This supports a historical primary-capital contribution with potential continuing balance-sheet effects. The financial statements do not permit attribution of specific subsequent operating expenditure, defence production, investment income or capital deployment to Morgan Stanley’s underwriting participation. Those downstream effects therefore remain unquantified rather than established as separate continuing Morgan Stanley financing.15
Footnotes
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Morgan Stanley, Form 10-K for the year ended 31 December 2025, filed with the United States Securities and Exchange Commission. https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/ms-20251231.htm ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8 ↩9 ↩10 ↩11 ↩12 ↩13 ↩14 ↩15 ↩16 ↩17 ↩18 ↩19 ↩20 ↩21 ↩22 ↩23
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Morgan Stanley, Exhibit 21, Subsidiaries of Morgan Stanley as of 31 December 2025. https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/exhibit21q42025_10-k.htm ↩ ↩2 ↩3 ↩4 ↩5 ↩6
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Goldfarb Gross Seligman, 19 January 2026, announcement identifying Morgan Stanley & Co. International plc as an underwriter of Bank Hapoalim’s $2 billion offering. https://www.goldfarb.com/clients-barclays-bank-plc-citigroup-global-markets-limited-goldman-sachs-international-j-p-morgan-securities-plc-jefferies-llc-and-morgan-stanley-co-international-plc/ ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8 ↩9
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White & Case, 22 January 2026, Bank Hapoalim $2 billion bond issuance announcement, reproduced by BeBeez International. https://bebeez.eu/2026/01/22/white-case-advises-bank-hapoalim-on-us2-billion-bond-issuance/ ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7
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Morgan Stanley Institutional Fund, Inc., Global Insight Portfolio, first-quarter investment schedule at 31 March 2026, SEC filing. https://www.sec.gov/Archives/edgar/data/836487/000141036826054371/NPORT_MVBX_53213445_0326.htm ↩ ↩2 ↩3 ↩4 ↩5 ↩6
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BankTrack, 2025, investigation of Israeli sovereign-bond financing and named international underwriting institutions. https://www.banktrack.org/news/seven_underwriters_of_war_bonds_instrumental_in_enabling_israel_s_assault_on_gaza_new_research_finds ↩
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WHTC, 12 May 2026, contemporaneous reporting of the Israeli Finance Ministry’s announcement concerning Morgan Stanley’s admission to the Israeli primary-dealer programme. https://whtc.com/2026/05/12/morgan-stanley-joins-as-primary-dealer-in-israeli-bond-market/ ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8 ↩9 ↩10
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MarketScreener, 12 May 2026, report reproducing the Israeli Finance Ministry’s announcement concerning Morgan Stanley and the government-securities market. https://www.marketscreener.com/news/morgan-stanley-joins-as-primary-dealer-in-israeli-bond-market-ce7f5bdedf89fe27 ↩ ↩2 ↩3 ↩4
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State of Israel, 11 February 2025, SEC prospectus supplement for $5 billion sovereign-bond issuance, including the underwriting syndicate. https://www.sec.gov/Archives/edgar/data/52749/000110465925012805/tm255845-2_424b5.htm ↩ ↩2
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BankTrack, investigation of sovereign-bond underwriting supporting Israeli government financing, published in 2025. https://www.banktrack.org/news/seven_underwriters_of_war_bonds_instrumental_in_enabling_israel_s_assault_on_gaza_new_research_finds ↩ ↩2 ↩3
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Jerusalem Post, 8 January 2026, Bank Hapoalim completes $2 billion overseas bond sale. https://www.jpost.com/business-and-innovation/article-882716 ↩ ↩2 ↩3
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Calcalist Tech, 2024 Israeli technology funding-round coverage, including the November 2024 Capitolis financing. https://www.calcalistech.com/ctechnews/article/bj8jjamut ↩ ↩2 ↩3 ↩4
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Proskauer Rose LLP, 14 August 2026, announcement by One Peak’s transaction legal adviser confirming Morgan Stanley Expansion Capital’s participation in GroundCover’s $100 million Series C financing. https://www.proskauer.com/release/proskauer-advises-one-peak-on-groundcovers-100-million-series-c-financing ↩ ↩2 ↩3 ↩4
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Calcalist Tech, 24 September 2026, GroundCover acquires Israeli startup Wand. https://www.calcalistech.com/ctechnews/article/z83qwhs4f ↩ ↩2 ↩3
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Elbit Systems Ltd., “Elbit Systems Reports Second Quarter 2025 Results,” 13 August 2025. https://www.elbitsystems.com/news/elbit-systems-reports-second-quarter-2025-results ↩ ↩2 ↩3 ↩4
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FilingExplorer, “Elbit Systems - Morgan Stanley 13F Position History,” June 2026 reporting period, filed 13 August 2026. https://www.filingexplorer.com/form13f-holding/M3760D101/0000895421?period_of_report=2026-06-30 ↩ ↩2 ↩3 ↩4 ↩5
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Equibles, “Elbit Systems Ltd. (ESLT): Shareholders & Ownership,” institutional ownership records reviewed 28 October 2026. https://equibles.com/stocks/eslt/ownership ↩
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Calcalist Tech, October 2026, interview with Morgan Stanley co-president Daniel Simkowitz concerning Israeli technology companies and investment-banking activity. https://www.calcalistech.com/ctechnews/article/8bix0gxia ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8 ↩9 ↩10 ↩11 ↩12 ↩13
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Morgan Stanley, definitive proxy statement filed 2 April 2026, including beneficial ownership, directors, executives and principal shareholders. https://www.sec.gov/Archives/edgar/data/895421/000114036126012975/ny20058185x1_def14a.htm ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8 ↩9
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Mitsubishi UFJ Financial Group, July 2026 Schedule 13D amendment identifying approximately 24.12% beneficial ownership of Morgan Stanley. https://www.sec.gov/Archives/edgar/data/895421/000119312526304251/xslSCHEDULE_13D_X02/primary_doc.xml ↩ ↩2
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Mitsubishi UFJ Financial Group, July 2026 Schedule 13D amendment filed under the reporting person’s SEC registration. https://www.sec.gov/Archives/edgar/data/67088/000119312526304251/xslSCHEDULE_13D_X02/primary_doc.xml ↩
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SEC, 24 September 2026, Morgan Stanley/MUFG Form 4 filing index. https://www.sec.gov/Archives/edgar/data/895421/000119312526400093/0001193125-26-400093-index.htm ↩
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SEC, 3 August 2026, Morgan Stanley/MUFG Form 4 filing index. https://www.sec.gov/Archives/edgar/data/895421/000119312526329456/0001193125-26-329456-index.htm ↩
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SEC, Morgan Stanley 2026 definitive proxy statement filing index, including documentation of the annual meeting and board appointments. https://www.sec.gov/Archives/edgar/data/895421/0001140361-26-012975-index.htm ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8
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SEC, Morgan Stanley additional definitive proxy materials filed 2 April 2026. https://www.sec.gov/Archives/edgar/data/895421/0001140361-26-012988-index.htm ↩