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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   •       •      –    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   •       •      –    2016-11-18 4 GD $0.00 $0 D/D 15,406 1,343,035 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   •       •      –    2017-04-26 4 GD $0.00 $0 D/D 1,124 1,389,378 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2017-05-10 4 GD $0.00 $0 D/D 1,165 1,388,213 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2017-08-01 4 GD $0.00 $0 D/D 4,229 1,386,014 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   •       •      –    2018-02-16 4 GD $0.00 $0 D/D 454 1,236,519 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   •       •      –    2018-02-28 4 GD $0.00 $0 I/I 20,836 52,400 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   •       •      –    2019-01-22 4 GD $0.00 $0 D/D 5,985 1,339,492 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   •       •      –    2019-02-20 4 GD $0.00 $0 D/D 665 1,338,232 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   •       •      –    2019-10-21 4 GD $0.00 $0 D/D 4,520 1,348,919 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   •       •      –    2020-02-25 4 GD $0.00 $0 D/D 3,311 1,293,773 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   •       •      –    2021-02-04 4 GD $0.00 $0 D/D 600 1,021,123 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   •       •      –    2021-10-19 4 GD $0.00 $0 D/D 985 1,209,057 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 GD $0.00 $0 D/D 2,720 1,158,554 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