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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 4 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   •       •      –    2015-06-01 4 GD $0.00 $0 D/D 1,304 1,129,968 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   •       •      –    2015-10-26 4 GD $0.00 $0 D/D 50 1,130,897 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   •       •      –    2023-07-19 4 S $92.00 $11,543,286 D/D (125,000) 1,136,345 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   •       •      –    2015-03-02 4 D $35.79 $2,267,726 D/D (63,362) 1,140,174 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2020-10-23 4 GD $0.00 $0 D/D 3,865 1,141,932 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2020-07-17 4 S $52.39 $7,858,067 D/D (150,000) 1,143,773 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   •       •      –    2022-02-14 4 GD $0.00 $0 D/D 2,000 1,156,554 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2022-02-09 4 GD $0.00 $0 D/D 2,720 1,158,554 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2021-11-08 4 GD $0.00 $0 D/D 49,564 1,159,493 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2022-02-09 4 A $108.73 $2,672,040 D/D 24,575 1,161,274 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   •       •      –    2021-01-21 4 D $74.84 $3,912,411 D/D (52,277) 1,196,723 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   •       •      –    2021-02-26 4 D $78.43 $14,044,931 D/D (179,076) 1,206,734 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2021-10-19 4 GD $0.00 $0 D/D 985 1,209,057 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2022-01-20 4 A $0.00 $0 D/D 50,190 1,211,837 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-11-30 4 S $41.38 $4,138,100 D/D (100,000) 1,229,408 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2018-02-20 4 GD $0.00 $0 D/D 3,640 1,232,879 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2018-02-15 4 S $55.34 $5,533,810 D/D (100,000) 1,235,468 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2018-02-16 4 GD $0.00 $0 D/D 454 1,236,519 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2021-01-21 4 A $0.00 $0 D/D 105,188 1,249,000 0 -
  152  Records found
  1   2   3   4  5   6   7      
  Page 4 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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