Jeffrey S Brodsky
CIK 1663751 · View on SEC EDGAR ↗
First SEC filing: Jan. 15, 2016 · Latest: Jan. 15, 2016
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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 |
|---|---|---|---|---|---|---|---|---|---|
| Jan. 21, 2021 | MS | S | 18,500 | $74.57 | $1,379,545 | 150,095 Direct | -10.97% | Disposed | 189.8% (price as of 2026-08-18) |
| April 28, 2020 | MS | S | 18,174 | $40.57 | $737,319 | 141,863 Direct | -11.36% | Disposed | 432.7% (price as of 2026-08-18) |
| Jan. 18, 2019 | MS | S | 15,565 | $43.38 | $675,210 | 112,420 Direct | -12.16% | Disposed | 398.2% (price as of 2026-08-18) |
| Feb. 14, 2018 | MS | S | 11,054 | $54.97 | $607,638 | 102,221 Direct | -9.76% | Disposed | 293.1% (price as of 2026-08-18) |
| Oct. 18, 2017 | MS | S | 16,397 | $50.07 | $820,998 | 111,776 Direct | -12.79% | Disposed | 331.6% (price as of 2026-08-18) |
| Jan. 19, 2017 | MS | S | 11,755 | $42.37 | $498,059 | 111,400 Direct | -9.54% | Disposed | 410.0% (price as of 2026-08-18) |
| Nov. 14, 2016 | MS | S | 60,675 | $39.12 | $2,373,606 | 114,337 Direct | -34.67% | Disposed | 452.4% (price as of 2026-08-18) |
| July 21, 2016 | MS | S | 9,955 | $28.84 | $287,102 | 113,755 Direct | -8.05% | Disposed | 649.3% (price as of 2026-08-18) |
| July 21, 2016 | MS | S | 10,000 | $28.75 | $287,500 | 123,710 Direct | -7.48% | Disposed | 651.7% (price as of 2026-08-18) |
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 |
|---|---|---|---|---|---|---|---|
| Nov. 14, 2016 | MS | Employee Stock Option (Right to Buy) | Common Stock (60,675) | $30.01 | Jan. 21, 2018 | 60,675 | 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 |
|---|---|---|---|---|
| Jan. 15, 2016 | MS | Common Stock | 97,310 | Direct |
| Jan. 15, 2016 | MS | Common Stock | 3,446 | Indirect |
| Jan. 15, 2016 | MS | Employee Stock Option (Right to Buy)→ Common Stock (1,790) | 1,790 | Direct |
| Jan. 15, 2016 | MS | Employee Stock Option (Right to Buy)→ Common Stock (60,675) | 60,675 | Direct |