David W Nelms
CIK 1183830 · View on SEC EDGAR ↗
First SEC filing: June 12, 2026 · Latest: June 12, 2026
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Insider transactions
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 |
|---|---|---|---|---|---|---|---|---|---|
| May 27, 2026 | CDW | P | 18,000 | $111.43 | $2,005,740 | 51,025 Direct | +54.50% | Acquired | 25.0% (price as of 2026-08-20) |
| Oct. 4, 2006 | MS | S | 14,900 | $73.00 | $1,087,700 | 448,229 Direct | -3.22% | Disposed | 192.9% (price as of 2026-08-20) |
| Oct. 4, 2006 | MS | S | 196 | $73.33 | $14,373 | 463,129 Direct | -0.04% | Disposed | 191.6% (price as of 2026-08-20) |
| Oct. 10, 2005 | MS | S | 12,800 | $53.60 | $686,080 | 379,899 Direct | -3.26% | Disposed | 298.9% (price as of 2026-08-20) |
| Oct. 10, 2005 | MS | S | 300 | $53.59 | $16,077 | 392,699 Direct | -0.08% | Disposed | 299.0% (price as of 2026-08-20) |
| Oct. 10, 2005 | MS | S | 3,500 | $53.58 | $187,530 | 392,999 Direct | -0.88% | Disposed | 299.1% (price as of 2026-08-20) |
| Oct. 10, 2005 | MS | S | 1,100 | $53.56 | $58,916 | 396,499 Direct | -0.28% | Disposed | 299.2% (price as of 2026-08-20) |
| Oct. 10, 2005 | MS | S | 300 | $53.55 | $16,065 | 397,599 Direct | -0.08% | Disposed | 299.3% (price as of 2026-08-20) |
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 |
|---|---|---|---|---|---|---|---|
| Oct. 3, 2006 | MS | Restoration Option (Right to buy) | Common Stock (10,522) | $73.56 | Jan. 2, 2009 | 10,522 | Acquired |
| Oct. 3, 2006 | MS | Employee Stock Option (Right to Buy) | Common Stock (15,360) | $35.65 | Jan. 2, 2009 | 15,360 | Disposed |
| Oct. 3, 2006 | MS | Employee Stock Option (Right to Buy) | Common Stock (16,880) | $6.69 | Sept. 25, 2008 | 16,880 | Disposed |
| Oct. 3, 2006 | MS | Employee Stock Option (Right to Buy) | Common Stock (10,128) | $6.25 | Sept. 25, 2008 | 10,128 | Disposed |
| Jan. 7, 2004 | MS | Restoration Option (Right to Buy) | Common Stock (17,866) | $57.80 | Sept. 25, 2008 | 17,866 | Acquired |
| Jan. 7, 2004 | MS | Employee Stock Option (Right to Buy) | Common Stock (29,356) | $25.55 | Sept. 25, 2008 | 29,356 | Disposed |
| Nov. 28, 2003 | MS | Employee Stock Option (Right to Buy) | Common Stock (38,753) | $55.45 | Jan. 2, 2014 | 38,753 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).