Daniel A Simkowitz
Insider
First SEC filing: July 29, 2016 · Latest: July 29, 2016
Insider at
Insider transactions
0 buys (P)
2 sells (S)
Net: $-8,800,222
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| April 17, 2026 | MS | G | 8,000 | · | · | 380,492 Direct | -2.06% | Disposed | (price as of 2026-10-02) |
| April 17, 2026 | MS | S | 14,690 | $189.24 | $2,779,936 | 365,802 Direct | -3.86% | Disposed | 0.6% (price as of 2026-10-02) |
| March 12, 2026 | MS | A | 32,865 | · | · | 406,667 Direct | +8.79% | Acquired | (price as of 2026-10-02) |
| March 12, 2026 | MS | F | 18,175 | $160.89 | $2,924,176 | 388,492 Direct | -4.47% | Disposed | 18.3% (price as of 2026-10-02) |
| Feb. 19, 2026 | MS | A | 32,865 | · | · | 391,977 Direct | +9.15% | Acquired | (price as of 2026-10-02) |
| Feb. 19, 2026 | MS | F | 18,175 | $176.59 | $3,209,523 | 373,802 Direct | -4.64% | Disposed | 7.8% (price as of 2026-10-02) |
| Jan. 30, 2026 | MS | S | 32,968 | $182.61 | $6,020,286 | 357,342 Direct | -8.45% | Disposed | 4.2% (price as of 2026-10-02) |
| Jan. 16, 2026 | MS | A | 39,994 | · | · | 425,745 Direct | +10.37% | Acquired | (price as of 2026-10-02) |
| Jan. 16, 2026 | MS | F | 35,435 | $191.23 | $6,776,235 | 390,310 Direct | -8.32% | Disposed | -0.5% (price as of 2026-10-02) |
| Oct. 29, 2025 | MS | G | 10,000 | · | · | 383,757 Direct | -2.54% | Disposed | (price as of 2026-10-02) |
| July 17, 2025 | MS | G | 7,559 | · | · | 391,546 Direct | -1.89% | Disposed | (price as of 2026-10-02) |
| July 17, 2025 | MS | S | 29,000 | $141.13 | $4,092,770 | 399,105 Direct | -6.77% | Disposed | 34.8% (price as of 2026-10-02) |
| May 12, 2025 | MS | S | 29,013 | $127.37 | $3,695,386 | 425,854 Direct | -6.38% | Disposed | 49.4% (price as of 2026-10-02) |
| Feb. 21, 2025 | MS | A | 64,908 | · | · | 490,762 Direct | +15.24% | Acquired | (price as of 2026-10-02) |
| Feb. 21, 2025 | MS | F | 35,895 | $134.34 | $4,822,134 | 454,867 Direct | -7.31% | Disposed | 41.7% (price as of 2026-10-02) |
| Jan. 21, 2025 | MS | S | 22,111 | $136.22 | $3,011,960 | 438,249 Direct | -4.80% | Disposed | 39.7% (price as of 2026-10-02) |
| Jan. 21, 2025 | MS | S | 14,520 | $137.20 | $1,992,144 | 423,729 Direct | -3.31% | Disposed | 38.7% (price as of 2026-10-02) |
| Jan. 17, 2025 | MS | A | 51,257 | · | · | 499,238 Direct | +11.44% | Acquired | (price as of 2026-10-02) |
| Jan. 17, 2025 | MS | F | 38,878 | $135.81 | $5,280,021 | 460,360 Direct | -7.79% | Disposed | 40.1% (price as of 2026-10-02) |
| July 17, 2024 | MS | S | 40,000 | $106.54 | $4,261,600 | 442,522 Direct | -8.29% | Disposed | 78.6% (price as of 2026-10-02) |
| May 14, 2024 | MS | G | 20,000 | · | · | 479,692 Direct | -4.00% | Disposed | (price as of 2026-10-02) |
| Feb. 22, 2024 | MS | A | 75,067 | · | · | 541,205 Direct | +16.10% | Acquired | (price as of 2026-10-02) |
| Feb. 22, 2024 | MS | F | 41,513 | $85.46 | $3,547,701 | 499,692 Direct | -7.67% | Disposed | 122.7% (price as of 2026-10-02) |
| Jan. 17, 2024 | MS | F | 44,691 | $85.97 | $3,842,085 | 462,848 Direct | -8.81% | Disposed | 121.4% (price as of 2026-10-02) |
| Jan. 17, 2024 | MS | A | 80,809 | · | · | 507,539 Direct | +18.94% | Acquired | (price as of 2026-10-02) |
| Oct. 25, 2023 | MS | A | 111,938 | · | · | 423,155 Direct | +35.97% | Acquired | (price as of 2026-10-02) |
| July 20, 2023 | MS | G | 10,000 | · | · | 309,040 Direct | -3.13% | Disposed | (price as of 2026-10-02) |
| July 20, 2023 | MS | S | 37,608 | $93.78 | $3,526,878 | 319,040 Direct | -10.54% | Disposed | 102.9% (price as of 2026-10-02) |
| Feb. 24, 2023 | MS | F | 46,530 | $97.94 | $4,557,148 | 354,604 Direct | -11.60% | Disposed | 94.3% (price as of 2026-10-02) |
| Feb. 24, 2023 | MS | A | 84,138 | · | · | 401,134 Direct | +26.54% | Acquired | (price as of 2026-10-02) |
| Jan. 31, 2023 | MS | S | 8,077 | $96.54 | $779,754 | 315,321 Direct | -2.50% | Disposed | 97.1% (price as of 2026-10-02) |
| Jan. 30, 2023 | MS | S | 15,133 | $96.20 | $1,455,795 | 323,398 Direct | -4.47% | Disposed | 97.8% (price as of 2026-10-02) |
| Jan. 18, 2023 | MS | G | 10,000 | · | · | 338,531 Direct | -2.87% | Disposed | (price as of 2026-10-02) |
| Jan. 18, 2023 | MS | S | 5,672 | $97.72 | $554,268 | 348,531 Direct | -1.60% | Disposed | 94.8% (price as of 2026-10-02) |
| Jan. 18, 2023 | MS | S | 39,238 | $96.95 | $3,804,124 | 354,203 Direct | -9.97% | Disposed | 96.3% (price as of 2026-10-02) |
| Jan. 18, 2023 | MS | F | 22,837 | $97.08 | $2,217,016 | 393,441 Direct | -5.49% | Disposed | 96.0% (price as of 2026-10-02) |
| Jan. 18, 2023 | MS | A | 61,993 | · | · | 416,278 Direct | +17.50% | Acquired | (price as of 2026-10-02) |
| Feb. 24, 2022 | MS | F | 55,564 | $93.55 | $5,198,012 | 349,220 Direct | -13.73% | Disposed | 103.4% (price as of 2026-10-02) |
| Feb. 24, 2022 | MS | A | 100,474 | · | · | 404,784 Direct | +33.02% | Acquired | (price as of 2026-10-02) |
| Jan. 31, 2022 | MS | S | 18,414 | $102.56 | $1,888,540 | 302,996 Direct | -5.73% | Disposed | 85.6% (price as of 2026-10-02) |
| Jan. 20, 2022 | MS | F | 17,394 | $95.73 | $1,665,128 | 321,410 Direct | -5.13% | Disposed | 98.8% (price as of 2026-10-02) |
| Jan. 20, 2022 | MS | A | 68,043 | · | · | 338,804 Direct | +25.13% | Acquired | (price as of 2026-10-02) |
| April 19, 2021 | MS | S | 73,162 | $80.06 | $5,857,350 | 267,915 Direct | -21.45% | Disposed | 137.7% (price as of 2026-10-02) |
| Feb. 26, 2021 | MS | F | 34,410 | $78.43 | $2,698,776 | 341,077 Direct | -9.16% | Disposed | 142.6% (price as of 2026-10-02) |
| Feb. 26, 2021 | MS | A | 64,658 | · | · | 375,487 Direct | +20.80% | Acquired | (price as of 2026-10-02) |
| Jan. 21, 2021 | MS | F | 16,440 | $74.84 | $1,230,370 | 310,085 Direct | -5.03% | Disposed | 154.3% (price as of 2026-10-02) |
| Jan. 21, 2021 | MS | A | 79,977 | · | · | 326,525 Direct | +32.44% | Acquired | (price as of 2026-10-02) |
| Feb. 28, 2020 | MS | F | 27,150 | $45.41 | $1,232,882 | 244,031 Direct | -10.01% | Disposed | 319.1% (price as of 2026-10-02) |
| Feb. 28, 2020 | MS | A | 51,016 | · | · | 271,181 Direct | +23.17% | Acquired | (price as of 2026-10-02) |
| Jan. 17, 2020 | MS | F | 18,504 | $56.44 | $1,044,366 | 219,464 Direct | -7.78% | Disposed | 237.2% (price as of 2026-10-02) |
| Jan. 17, 2020 | MS | A | 42,376 | · | · | 237,968 Direct | +21.67% | Acquired | (price as of 2026-10-02) |
| April 18, 2019 | MS | P | 7,000 | $47.57 | $332,990 | 193,089 Direct | +3.76% | Acquired | 300.1% (price as of 2026-10-02) |
| Feb. 26, 2019 | MS | F | 43,857 | $42.19 | $1,850,327 | 186,089 Direct | -19.07% | Disposed | 351.1% (price as of 2026-10-02) |
| Feb. 26, 2019 | MS | A | 82,410 | · | · | 229,946 Direct | +55.86% | Acquired | (price as of 2026-10-02) |
| Jan. 18, 2019 | MS | F | 33,369 | $42.53 | $1,419,184 | 146,764 Direct | -18.52% | Disposed | 347.5% (price as of 2026-10-02) |
| Jan. 18, 2019 | MS | A | 33,030 | · | · | 180,133 Direct | +22.45% | Acquired | (price as of 2026-10-02) |
| Feb. 14, 2018 | MS | S | 32,181 | $53.79 | $1,731,016 | 143,876 Direct | -18.28% | Disposed | 253.8% (price as of 2026-10-02) |
| Feb. 13, 2018 | MS | G | 9,371 | · | · | 176,057 Direct | -5.05% | Disposed | (price as of 2026-10-02) |
| Feb. 13, 2018 | MS | S | 54,869 | $53.41 | $2,930,553 | 185,428 Direct | -22.83% | Disposed | 256.3% (price as of 2026-10-02) |
| Jan. 19, 2018 | MS | F | 69,851 | $55.84 | $3,900,480 | 240,297 Direct | -22.52% | Disposed | 240.8% (price as of 2026-10-02) |
| Jan. 19, 2018 | MS | A | 33,451 | · | · | 310,148 Direct | +12.09% | Acquired | (price as of 2026-10-02) |
| Jan. 18, 2017 | MS | F | 30,887 | $42.15 | $1,301,887 | 271,961 Direct | -10.20% | Disposed | 351.5% (price as of 2026-10-02) |
| Jan. 18, 2017 | MS | A | 38,726 | · | · | 302,848 Direct | +14.66% | Acquired | (price as of 2026-10-02) |
| Dec. 1, 2016 | MS | M | 121,351 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Dec. 1, 2016 | MS | S | 121,351 | $42.05 | $5,102,810 | 264,122 Direct | -31.48% | Disposed | 352.6% (price as of 2026-10-02) |
| Dec. 1, 2016 | MS | M | 121,351 | $30.01 | $3,641,744 | 385,473 Direct | +45.95% | Acquired | 534.2% (price as of 2026-10-02) |
| Nov. 10, 2016 | MS | S | 60,119 | $37.56 | $2,258,070 | 262,784 Direct | -18.62% | Disposed | 406.7% (price as of 2026-10-02) |
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 | $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.
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| 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.