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Insider Information:   Gorman James P
Relationship:   Executive Chairman, Di...
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   749,638    

Indirect Shares

  351,992      
Direct Value   $40,300,472    

Indirect Value

  $34,192,503      
Total Shares   1,101,630      
Total Value   $74,492,975      


Merrill Lynch & Co Inc
 $0 Morgan Stanley
 $40,300,472 Merrill Lynch & Co Inc
 $0 Morgan Stanley
 $40,300,472
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    9    

     Stock price went up :

    0   
    6    
     Stock price went down :
    0   
    3    
   
     Gain/Loss Ratio :
   0.0   
   2.0   
     Percentage Gain/Loss :
     0.0%
 102.5%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Merrill Lynch & Co Inc MER Former EVP 2005-06-10 334,768 2003-04-21 0    Premium*  
            Morgan Stanley MS Executive Chairman, Di... 2024-04-18 414,870 2024-04-18 351,992    Premium*  
* Premium Members only  

Records found :    152         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MS Morgan Stanley CEO and President   •       •      –    2010-01-21 4 A $0.00 $0 D/D 194,590 805,473 0 -
MS Morgan Stanley CEO and President   •       •      –    2010-01-21 4 D $29.40 $1,867,023 D/D (63,515) 741,958 0 -
MS Morgan Stanley President and CEO   •       •      –    2010-04-27 4 GD $0.00 $0 D/D 11,640 636,970 0 -
MS Morgan Stanley President and CEO   •       •      –    2010-05-03 4 GD $0.00 $0 D/D 100 636,870 0 -
MS Morgan Stanley President and CEO   •       •      –    2010-07-23 4 GD $0.00 $0 D/D 8,000 628,870 0 -
MS Morgan Stanley President and CEO   •       •      –    2011-01-21 4 A $0.00 $0 D/D 129,809 758,679 0 -
MS Morgan Stanley President and CEO   •       •      –    2011-02-04 4 GD $0.00 $0 D/D 1,000 757,679 0 -
MS Morgan Stanley President and CEO   •       •      –    2011-04-27 4 GD $0.00 $0 D/D 13,662 754,393 0 -
MS Morgan Stanley President and CEO   •       •      –    2011-05-20 4 GD $0.00 $0 I/I 2,972 100,000 0 -
MS Morgan Stanley President and CEO   •       •      –    2011-08-04 4 B $20.62 $2,062,070 D/D 100,000 854,393 2.81 -
MS Morgan Stanley President and CEO   •       •      –    2011-11-15 4 GD $0.00 $0 D/D 12,588 841,805 0 -
MS Morgan Stanley Chairman of the Board and CEO   •       •      –    2012-01-20 4 A $0.00 $0 D/D 277,768 1,120,834 0 -
MS Morgan Stanley Chairman of the Board and CEO   •       •      –    2012-01-20 4 D $18.12 $764,555 D/D (42,194) 1,078,640 0 -
MS Morgan Stanley Chairman of the Board and CEO   •       •      –    2012-02-03 4 GD $0.00 $0 D/D 2,480 977,231 0 -
MS Morgan Stanley Chairman of the Board and CEO   •       •      –    2012-02-09 4 GD $0.00 $0 D/D 1,222 976,009 0 -
MS Morgan Stanley Chairman of the Board and CEO   •       •      –    2012-04-30 4 GD $0.00 $0 D/D 1,463 1,069,790 0 -
MS Morgan Stanley Chairman of the Board and CEO   •       •      –    2012-10-25 4 GD $0.00 $0 D/D 11,616 1,060,857 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2013-01-28 4 GD $0.00 $0 D/D 14,413 1,046,444 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2013-02-01 4 D $23.36 $1,906,469 D/D (81,630) 964,814 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2013-05-15 4 GD $0.00 $0 D/D 2,040 1,007,686 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2013-08-01 4 GD $0.00 $0 D/D 10,805 996,881 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2013-10-21 4 GD $0.00 $0 D/D 6,965 990,578 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2014-01-21 4 A $0.00 $0 D/D 155,207 1,146,362 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2014-01-27 4 D $30.04 $3,212,453 D/D (106,957) 1,039,404 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2014-01-28 4 D $29.99 $678,980 D/D (22,644) 1,057,325 0 -

  152  Records found
  1   2  3   4   5   6   7      
  Page 2 of 7  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed