Key facts
- This page summarizes Daniel A. Simkowitz's Form 4 filing for MORGAN STANLEY (MS).
- 2 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 23 Jan 2025, 16:12.
Daniel A. Simkowitz - 21 Jan 2025 Form 4 Insider Report for MORGAN STANLEY (MS)
- Reporting relationship
- Co-President
- Issuer ticker
- MS
- Reported as of
- 21 Jan 2025
- Net transaction value
- -$5,004,069
- SEC form
- 4
- Accepted by SEC
- 23 Jan 2025, 16:12:37 UTC
- Prior SEC filing
- 17 Jan 2025
- Next SEC filing
- 21 Feb 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Martin M. Cohen, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Daniel A. Simkowitz filed Form 4 for MORGAN STANLEY (MS) on 23 Jan 2025.
Change
- Previous filing in this sequence was filed on 17 Jan 2025.
- Current net transaction value: -$5,004,069.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MS
transaction
Common Stock
Sale
- Transaction value
- $3,011,907
- Shares
- -22,111
- Change %
- -4.8%
- Price
- $136.22
- Shares after
- 438,249
- Date
- 21 Jan 2025
- Ownership
- Direct
- Footnotes
- F1
MS
transaction
Common Stock
Sale
- Transaction value
- $1,992,161
- Shares
- -14,520
- Change %
- -3.3%
- Price
- $137.20
- Shares after
- 423,729
- Date
- 21 Jan 2025
- Ownership
- Direct
- Footnotes
- F2
MS
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,748
- Date
- 21 Jan 2025
- Ownership
- By 401(k) Plan
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $135.81 to $136.78, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Footnote F2
The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $136.86 to $137.44, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.