Insider at

04

Insider transactions

05
0 buys (P) 3 sells (S) Net: $-8,899,825 + 12 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

12 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
July 17, 2026 MS S 7,101 $216.88 $1,540,065 121,770 Direct -5.51% Disposed -12.3% (price as of 2026-10-02)
July 17, 2026 MS S 17,064 $215.00 $3,668,760 128,871 Direct -11.69% Disposed -11.5% (price as of 2026-10-02)
Jan. 20, 2026 MS S 20,000 $184.55 $3,691,000 127,872 Direct -13.53% Disposed 3.1% (price as of 2026-10-02)
July 17, 2025 MS S 18,000 $140.62 $2,531,160 136,407 Direct -11.66% Disposed 35.3% (price as of 2026-10-02)
Jan. 21, 2025 MS S 18,391 $136.92 $2,518,096 137,788 Direct -11.78% Disposed 39.0% (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.

Initial ownership (Form 3) 2 holdings

07

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

DateTickerSecuritySharesOwnership
Jan. 17, 2025 MS Common Stock 144,705 Direct
Jan. 17, 2025 MS 4.875% Non-Cumulative Preferred Stock, Series L 4,100 Direct