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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 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   •       •      –    2013-10-21 4 GD $0.00 $0 D/D 6,965 990,578 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   •       •      –    2013-05-15 4 GD $0.00 $0 D/D 2,040 1,007,686 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2023-07-24 4 S $95.19 $11,898,813 D/D (125,000) 1,011,345 0 %
MS Morgan Stanley Chairman and CEO   •       •      –    2021-02-05 4 GD $0.00 $0 D/D 1,050 1,020,073 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2021-02-04 4 GD $0.00 $0 D/D 600 1,021,123 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2021-01-22 4 S $73.11 $12,796,122 D/D (175,000) 1,021,723 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   •       •      –    2014-08-07 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   •       •      –    2013-01-28 4 GD $0.00 $0 D/D 14,413 1,046,444 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2021-02-11 4 A $73.72 $2,051,259 D/D 27,825 1,047,898 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   •       •      –    2014-05-07 4 GD $0.00 $0 D/D 852 1,054,618 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2014-01-28 4 D $29.99 $678,980 D/D (22,644) 1,057,325 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 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 and CEO   •       •      –    2015-01-21 4 D $34.75 $3,287,802 D/D (94,613) 1,075,725 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 and CEO   •       •      –    2014-01-28 4 A $0.00 $0 D/D 40,565 1,079,969 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2023-01-18 4 GD $0.00 $0 D/D 1,547 1,110,801 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2023-01-18 4 S $96.82 $24,233,637 D/D (250,000) 1,112,348 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 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 and CEO   •       •      –    2015-12-01 4 GD $0.00 $0 D/D 3,498 1,128,494 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