| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
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|
|
|
|
|
|
|
|
|
Records found :
152 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
• • – |
2020-01-17 |
4 |
D |
$56.44 |
$3,467,448 |
D/D |
(61,436) |
1,399,230 |
0 |
- |
|
| MS |
Morgan Stanley |
Chairman and CEO |
• • – |
2020-02-28 |
4 |
D |
$45.41 |
$12,427,355 |
D/D |
(273,670) |
1,296,585 |
0 |
- |
|
| MS |
Morgan Stanley |
Chairman and CEO |
• • – |
2021-01-21 |
4 |
D |
$74.84 |
$3,912,411 |
D/D |
(52,277) |
1,196,723 |
0 |
- |
|
| MS |
Morgan Stanley |
Chairman and CEO |
• • – |
2021-02-26 |
4 |
D |
$78.43 |
$14,044,931 |
D/D |
(179,076) |
1,206,734 |
0 |
- |
|
| MS |
Morgan Stanley |
Chairman and CEO |
• • – |
2022-01-20 |
4 |
D |
$95.73 |
$7,192,961 |
D/D |
(75,138) |
1,136,699 |
0 |
- |
|
| MS |
Morgan Stanley |
Chairman and CEO |
• • – |
2022-02-24 |
4 |
D |
$93.55 |
$24,644,999 |
D/D |
(263,442) |
1,370,961 |
0 |
- |
|
| MS |
Morgan Stanley |
Chairman and CEO |
• • – |
2023-01-18 |
4 |
D |
$97.08 |
$5,826,547 |
D/D |
(60,018) |
1,362,348 |
0 |
- |
|
| MS |
Morgan Stanley |
Chairman and CEO |
• • – |
2023-02-24 |
4 |
D |
$97.94 |
$18,156,901 |
D/D |
(185,388) |
1,261,841 |
0 |
- |
|
| MS |
Morgan Stanley |
Executive Chairman |
• • – |
2024-01-17 |
4 |
D |
$85.97 |
$3,700,149 |
D/D |
(43,040) |
584,701 |
0 |
- |
|
| MS |
Morgan Stanley |
Executive Chairman |
• • – |
2024-02-22 |
4 |
D |
$85.46 |
$14,145,937 |
D/D |
(165,527) |
514,870 |
0 |
- |
|
| MER |
Merrill Lynch & Co Inc |
Executive Vice President |
• – – |
2003-04-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,400 |
207,835 |
|
- |
|
| MER |
Merrill Lynch & Co Inc |
Executive Vice President |
• – – |
2003-10-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,686 |
206,149 |
|
- |
|
| MER |
Merrill Lynch & Co Inc |
Executive Vice President |
• – – |
2003-11-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
280 |
205,869 |
|
- |
|
| MER |
Merrill Lynch & Co Inc |
Executive Vice President |
• – – |
2004-01-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
170 |
278,634 |
|
- |
|
| MER |
Merrill Lynch & Co Inc |
Executive Vice President |
• – – |
2004-02-20 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,000 |
269,433 |
|
- |
|
| MER |
Merrill Lynch & Co Inc |
Executive Vice President |
• – – |
2004-06-18 |
4 |
GD |
$0.00 |
$0 |
D/D |
450 |
268,983 |
|
- |
|
| MER |
Merrill Lynch & Co Inc |
Executive Vice President |
• – – |
2004-09-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
400 |
268,583 |
|
- |
|
| MER |
Merrill Lynch & Co Inc |
Executive Vice President |
• – – |
2004-11-24 |
4 |
GD |
$0.00 |
$0 |
D/D |
275 |
268,308 |
|
- |
|
| MER |
Merrill Lynch & Co Inc |
Executive Vice President |
• – – |
2005-01-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,187 |
267,121 |
|
- |
|
| MER |
Merrill Lynch & Co Inc |
Executive Vice President |
• – – |
2005-01-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
260 |
381,298 |
|
- |
|
| MER |
Merrill Lynch & Co Inc |
Former EVP |
– – – |
2005-06-10 |
5 |
GD |
$0.00 |
$0 |
D/D |
720 |
334,768 |
0 |
- |
|
| MS |
Morgan Stanley |
Co-President |
• – – |
2009-08-11 |
4 |
GD |
$0.00 |
$0 |
D/D |
7,150 |
611,594 |
0 |
- |
|
| MS |
Morgan Stanley |
Co-President |
• – – |
2009-10-26 |
4 |
GD |
$0.00 |
$0 |
D/D |
711 |
610,883 |
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 |
- |
|
152 Records found
|
|
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 |
| |
|
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|
