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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 5 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   •       •      –    2023-05-03 4 GD $0.00 $0 D/D 1,947 1,259,894 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 Chairman and CEO   •       •      –    2018-07-23 4 GD $0.00 $0 D/D 5,895 1,278,436 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2018-02-27 4 D $57.01 $5,860,172 D/D (102,792) 1,280,691 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   •       •      –    2020-02-25 4 GD $0.00 $0 D/D 3,311 1,293,773 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   •       •      –    2020-02-24 4 GD $0.00 $0 D/D 2,300 1,297,084 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   •       •      –    2017-01-18 4 D $42.15 $1,784,125 D/D (42,328) 1,304,372 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2017-01-19 4 S $42.30 $12,047,214 D/D (284,827) 1,304,372 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-11-22 4 GD $0.00 $0 D/D 13,627 1,329,408 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2018-02-14 4 GD $0.00 $0 D/D 6,244 1,335,468 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2019-02-20 4 GD $0.00 $0 D/D 665 1,338,232 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2019-02-19 4 GD $0.00 $0 D/D 595 1,338,897 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2019-01-22 4 GD $0.00 $0 D/D 5,985 1,339,492 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2018-01-19 4 D $55.84 $3,895,957 D/D (69,770) 1,341,712 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-11-18 4 GD $0.00 $0 D/D 15,406 1,343,035 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2019-01-18 4 D $42.53 $4,092,662 D/D (96,230) 1,343,309 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2017-01-18 4 A $0.00 $0 D/D 117,293 1,346,700 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2019-10-21 4 GD $0.00 $0 D/D 4,520 1,348,919 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2019-08-07 4 GD $0.00 $0 D/D 1,265 1,351,227 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   •       •      –    2023-01-18 4 D $97.08 $5,826,547 D/D (60,018) 1,362,348 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2016-05-31 4 GD $0.00 $0 D/D 3,627 1,363,605 0 -

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