| |
| |
|
| Insider
Information: |
Simkowitz Daniel A |
| Relationship: |
Co-President |
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
479,692 |
|
|
Indirect Shares
|
1,708 |
|
|
| Direct
Value |
$46,933,065 |
|
|
|
Indirect Value
|
$167,111 |
|
|
| Total
Shares |
481,400 |
|
|
| Total
Value |
$47,100,176 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
6
|
|
Stock
price went up :
|
0
|
1
|
| Stock
price went down : |
0
|
5
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
 -52.3%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Morgan Stanley |
MS |
Co-President |
2024-05-14 |
479,692 |
2024-05-14 |
1,708 |
Premium* |
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Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2022-01-31 |
4 |
S |
$102.56 |
$1,888,525 |
D/D |
(18,414) |
302,996 |
0 |
% |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2023-02-24 |
4 |
D |
$97.94 |
$4,557,148 |
D/D |
(46,530) |
354,604 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2023-01-18 |
4 |
D |
$97.08 |
$2,217,016 |
D/D |
(22,837) |
393,441 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2023-01-18 |
4 |
S |
$96.95 |
$4,358,353 |
D/D |
(44,910) |
348,531 |
0 |
% |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2023-01-31 |
4 |
S |
$96.54 |
$779,726 |
D/D |
(8,077) |
315,321 |
0 |
% |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2023-01-30 |
4 |
S |
$96.20 |
$1,455,861 |
D/D |
(15,133) |
323,398 |
0 |
% |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2022-01-20 |
4 |
D |
$95.73 |
$1,665,128 |
D/D |
(17,394) |
321,410 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2023-07-20 |
4 |
S |
$93.78 |
$3,526,852 |
D/D |
(37,608) |
319,040 |
0 |
% |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2022-02-24 |
4 |
D |
$93.55 |
$5,198,012 |
D/D |
(55,564) |
349,220 |
0 |
- |
|
| MS |
Morgan Stanley |
Co-President |
• – – |
2024-01-17 |
4 |
D |
$85.97 |
$3,842,085 |
D/D |
(44,691) |
462,848 |
0 |
- |
|
| MS |
Morgan Stanley |
Co-President |
• – – |
2024-02-22 |
4 |
D |
$85.46 |
$3,547,701 |
D/D |
(41,513) |
499,692 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2021-04-19 |
4 |
S |
$80.06 |
$5,856,984 |
D/D |
(73,162) |
267,915 |
0 |
% |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2021-02-26 |
4 |
D |
$78.43 |
$2,698,776 |
D/D |
(34,410) |
341,077 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2021-01-21 |
4 |
D |
$74.84 |
$1,230,370 |
D/D |
(16,440) |
310,085 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2020-01-17 |
4 |
D |
$56.44 |
$1,044,366 |
D/D |
(18,504) |
219,464 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2018-01-19 |
4 |
D |
$55.84 |
$3,900,480 |
D/D |
(69,851) |
240,297 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2018-02-14 |
4 |
S |
$53.79 |
$1,730,936 |
D/D |
(32,181) |
143,876 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2018-02-13 |
4 |
S |
$53.41 |
$2,930,679 |
D/D |
(54,869) |
185,428 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2020-02-28 |
4 |
D |
$45.41 |
$1,232,882 |
D/D |
(27,150) |
244,031 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2019-01-18 |
4 |
D |
$42.53 |
$1,419,184 |
D/D |
(33,369) |
146,764 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2019-02-26 |
4 |
D |
$42.19 |
$1,850,327 |
D/D |
(43,857) |
186,089 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2017-01-18 |
4 |
D |
$42.15 |
$1,301,887 |
D/D |
(30,887) |
271,961 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2016-12-01 |
4 |
S |
$42.05 |
$5,102,919 |
D/D |
(121,351) |
264,122 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2016-11-10 |
4 |
S |
$37.56 |
$2,257,961 |
D/D |
(60,119) |
262,784 |
0 |
- |
|
| MS |
Morgan Stanley |
Head of Investment Management |
• – – |
2016-12-01 |
4 |
OE |
$30.01 |
$3,641,744 |
D/D |
121,351 |
385,473 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
| |
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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