Charles Aubrey Smith III
CIK 1977796 · View on SEC EDGAR ↗
Insider
First SEC filing: May 26, 2023 · Latest: May 26, 2023
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 3 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
3 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| July 17, 2025 | MS | S | 20,000 | $140.30 | $2,806,000 | 119,239 Direct | -14.36% | Disposed | 50.9% (price as of 2026-08-21) |
| July 19, 2023 | MS | S | 5,600 | $92.41 | $517,496 | 136,513 Direct | -3.94% | Disposed | 129.0% (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Initial ownership (Form 3) 2 holdings
Securities held when first becoming an insider, per SEC Form 3.