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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   $40,590,881    

Indirect Value

  $34,438,897      
Total Shares   1,101,630      
Total Value   $75,029,778      


Merrill Lynch & Co Inc
 $0 Morgan Stanley
 $40,590,881 Merrill Lynch & Co Inc
 $0 Morgan Stanley
 $40,590,881
 


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%
 104.2%
     
   
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 3 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 Chairman and CEO   •       •      –    2014-01-28 4 A $0.00 $0 D/D 40,565 1,079,969 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2014-02-13 4 GD $0.00 $0 D/D 3,360 1,054,464 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2014-02-14 4 GD $0.00 $0 I/I 27,161 35,558 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2014-05-07 4 GD $0.00 $0 D/D 852 1,054,618 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2014-08-07 4 GD $0.00 $0 D/D 13,193 1,042,348 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2014-10-28 4 GD $0.00 $0 D/D 730 1,042,455 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2015-01-21 4 A $0.00 $0 D/D 127,884 1,170,339 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2015-01-21 4 D $34.75 $3,287,802 D/D (94,613) 1,075,725 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2015-03-02 4 GD $0.00 $0 D/D 8,525 1,131,649 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2015-03-02 4 D $35.79 $2,267,726 D/D (63,362) 1,140,174 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2015-03-02 4 A $0.00 $0 D/D 113,510 1,203,536 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2015-04-22 4 GD $0.00 $0 D/D 1,352 1,130,297 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2015-06-01 4 GD $0.00 $0 D/D 1,304 1,129,968 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2015-10-26 4 GD $0.00 $0 D/D 50 1,130,897 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2015-12-01 4 GD $0.00 $0 D/D 3,498 1,128,494 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-01-20 4 GD $0.00 $0 D/D 12,177 1,116,317 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-01-20 4 A $0.00 $0 D/D 183,678 1,299,995 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-01-20 4 D $26.26 $448,179 D/D (17,067) 1,282,928 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-02-25 4 D $23.71 $2,927,663 D/D (123,478) 1,383,156 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-02-25 4 A $0.00 $0 D/D 221,210 1,506,634 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-05-31 4 GD $0.00 $0 D/D 3,627 1,363,605 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-07-25 4 GD $0.00 $0 D/D 100 1,366,192 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-10-26 4 GD $0.00 $0 D/D 9,791 1,356,401 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-11-11 4 OE $22.98 $4,596,000 D/D 200,000 1,566,192 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-11-11 4 S $37.70 $7,540,460 D/D (200,000) 1,366,192 0 -

  152  Records found
  1   2   3  4   5   6   7      
  Page 3 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