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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   $41,312,755    

Indirect Value

  $35,051,363      
Total Shares   1,101,630      
Total Value   $76,364,118      


Merrill Lynch & Co Inc
 $0 Morgan Stanley
 $41,312,755 Merrill Lynch & Co Inc
 $0 Morgan Stanley
 $41,312,755
 


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%
 108.2%
     
   
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 1 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MER Merrill Lynch & Co Inc Executive Vice President   •       –      –    2004-01-26 4 A $0.00 $0 D/D 72,932 278,804 -
MER Merrill Lynch & Co Inc Executive Vice President   •       –      –    2005-01-24 4 A $0.00 $0 D/D 114,437 381,558 -
MS Morgan Stanley Business Unit Head   –       –      –    2006-02-17 4 A $0.00 $0 D/D 480,906 480,906 -
MS Morgan Stanley Co-President   •       –      –    2007-12-20 4 A $0.00 $0 D/D 155,380 748,243 0 -
MS Morgan Stanley CEO and President   •       •      –    2010-01-21 4 A $0.00 $0 D/D 194,590 805,473 0 -
MS Morgan Stanley President and CEO   •       •      –    2011-01-21 4 A $0.00 $0 D/D 129,809 758,679 0 -
MS Morgan Stanley Chairman of the Board and CEO   •       •      –    2012-01-20 4 A $0.00 $0 D/D 277,768 1,120,834 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   •       •      –    2014-01-28 4 A $0.00 $0 D/D 40,565 1,079,969 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   •       •      –    2015-03-02 4 A $0.00 $0 D/D 113,510 1,203,536 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   •       •      –    2016-02-25 4 A $0.00 $0 D/D 221,210 1,506,634 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   •       •      –    2018-01-19 4 A $0.00 $0 D/D 20,792 1,411,482 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2018-02-27 4 A $0.00 $0 D/D 193,147 1,383,483 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2019-01-18 4 A $0.00 $0 D/D 158,796 1,439,539 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2019-02-26 4 A $0.00 $0 D/D 245,991 1,584,223 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2020-01-17 4 A $0.00 $0 D/D 111,747 1,460,666 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2020-02-28 4 A $0.00 $0 D/D 169,160 1,570,255 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2021-01-21 4 A $0.00 $0 D/D 105,188 1,249,000 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2021-02-11 4 A $73.72 $2,051,259 D/D 27,825 1,047,898 0 -
MS Morgan Stanley Chairman and CEO   •       •      –    2021-02-26 4 A $0.00 $0 D/D 336,486 1,385,810 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   •       •      –    2022-02-09 4 A $108.73 $2,672,040 D/D 24,575 1,161,274 0 -

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