Daniel A Simkowitz

CIK 1680385 · View on SEC EDGAR ↗

Insider

First SEC filing: July 29, 2016 · Latest: July 29, 2016

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 33 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

33 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
July 17, 2025 MS S 29,000 $141.13 $4,092,770 399,105 Direct -6.77% Disposed 54.0% (price as of 2026-08-19)
July 20, 2023 MS S 37,608 $93.78 $3,526,878 319,040 Direct -10.54% Disposed 131.7% (price as of 2026-08-19)
Jan. 31, 2023 MS S 8,077 $96.54 $779,754 315,321 Direct -2.50% Disposed 125.1% (price as of 2026-08-19)
Jan. 30, 2023 MS S 15,133 $96.20 $1,455,795 323,398 Direct -4.47% Disposed 125.9% (price as of 2026-08-19)
Jan. 18, 2023 MS S 5,672 $97.72 $554,268 348,531 Direct -1.60% Disposed 122.4% (price as of 2026-08-19)
Jan. 18, 2023 MS S 39,238 $96.95 $3,804,124 354,203 Direct -9.97% Disposed 124.1% (price as of 2026-08-19)
Jan. 31, 2022 MS S 18,414 $102.56 $1,888,540 302,996 Direct -5.73% Disposed 111.9% (price as of 2026-08-19)
April 19, 2021 MS S 73,162 $80.06 $5,857,350 267,915 Direct -21.45% Disposed 171.4% (price as of 2026-08-19)
April 18, 2019 MS P 7,000 $47.57 $332,990 193,089 Direct +3.76% Acquired 356.8% (price as of 2026-08-19)
Feb. 14, 2018 MS S 32,181 $53.79 $1,731,016 143,876 Direct -18.28% Disposed 304.0% (price as of 2026-08-19)
Feb. 13, 2018 MS S 54,869 $53.41 $2,930,553 185,428 Direct -22.83% Disposed 306.9% (price as of 2026-08-19)
Dec. 1, 2016 MS S 121,351 $42.05 $5,102,810 264,122 Direct -31.48% Disposed 416.8% (price as of 2026-08-19)
Nov. 10, 2016 MS S 60,119 $37.56 $2,258,070 262,784 Direct -18.62% Disposed 478.5% (price as of 2026-08-19)

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.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Dec. 1, 2016 MS Employee Stock Option (Right to Buy) Common Stock (121,351) $30.01 Jan. 21, 2018 121,351 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 4 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
July 29, 2016 MS Common Stock 321,140 Direct
July 29, 2016 MS Common Stock 1,381 Indirect
July 29, 2016 MS Employee Stock Option (Right to Buy)→ Common Stock (20,292) 20,292 Direct
July 29, 2016 MS Employee Stock Option (Right to Buy)→ Common Stock (121,351) 121,351 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

MS

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2018 $1,000,000 $8,670,000 — — — — $14,216 $15,272,567
2017 $1,000,000 $7,148,750 — — — $59,608 $13,698 $11,798,195
2016 $1,000,000 $5,948,750 — — — $34,093 $13,284 $10,493,733

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.