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Morgan Stanley

Close the acquisition of Eaton Vance

Delivered by the deadline

AI-confirmed · human review in progress Independent AI checks agreed on primary SEC or regulator evidence. Records are now being reviewed by hand, starting with those our customers order.

Announced
8 Oct 2020
Due
30 Jun 2021
Delivered
1 Mar 2021
  • Deadline
  • Met
  • Late
  • Not met
  • Today

What the company said

“The acquisition is subject to customary closing conditions, and is expected to close in the second quarter of 2021.”
  • SourceMorgan Stanley Form 8-K press release, 2020-10-08
  • FilingSEC filing index
  • Deadline as statedthe second quarter of 2021
  • Deadline used30 Jun 2021, the last day of the stated period
  • TypeTransaction
  • Permanent referenceKI-C-2020-MS-003794
    Cite as https://keptindex.org/c/KI-C-2020-MS-003794/ — this address never changes.

What we found

Evidence strength A What the grades mean

Morgan Stanley completed the acquisition of Eaton Vance on March 1, 2021, which is within the expected timeframe of the second quarter of 2021.

  • A
    Morgan Stanley 10-K filed 2022-02-24 Regulatory filing · published 24 Feb 2022 · retrieved 2 Oct 2026 · kept permanently by the SEC · fingerprint a77a51caf59d
    “On March 1, 2021, we completed the acquisition of Eaton Vance Corp. (“Eaton Vance”)” ✓ confirmed on the page

Market reaction: the shares moved -6.5% against the S&P 500 over the three sessions around the disclosure (23 Feb 2022 to 28 Feb 2022). What this measures

Checked 2 Oct 2026.

Commitment DNA

The structured record of this commitment. Fields the company did not state are left blank rather than guessed.

Event type
Acquisition close
Indicative materiality
High rules
Action
Close
Deliverable
Acquisition of Eaton Vance
Language
Expected (“expects”, “plans”)
In the company’s control
Medium
Specificity
High
Conditional
Yes: customary closing conditions
Depends on
Regulatory, Shareholder

How this entry was checked

  1. Commitment recordedThe company's words were matched word for word against the filing.
  2. First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
  3. Second check: agreesA different AI model, Claude (Anthropic), re-read the evidence without being told the outcome and reached the same answer.

Confirmed. This outcome counts towards the company's Kept Score. How verification works

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Report an error in this entry Reference: KI-C-2020-MS-003794 · Corrections policy

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