Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY. |  |
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| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| DANIEL A. SIMKOWITZ | Affiliate | May 12 '25 | Proposed Sale | 127.37 | 29,013 | 3,695,519 | | May 12 04:19 PM | | SIMKOWITZ DANIEL A | Co-President | May 12 '25 | Sale | 127.37 | 29,013 | 3,695,519 | 425,854 | May 12 04:12 PM | | Herz Robert H | Director | May 02 '25 | Sale | 119.32 | 800 | 95,459 | 96,760 | May 02 04:13 PM | | SAPERSTEIN ANDREW M | Co-President | May 02 '25 | Sale | 120.00 | 40,000 | 4,799,812 | 335,765 | May 02 04:09 PM | | ROBERT HERZ | Affiliate | May 02 '25 | Proposed Sale | 119.32 | 800 | 95,459 | | May 02 04:05 PM | | ANDY SAPERSTEIN | Affiliate | May 02 '25 | Proposed Sale | 120.00 | 40,000 | 4,799,812 | | May 02 04:02 PM | | MORGAN STANLEY SMITH BARNEY LL | Indirectly controlled by the i | Apr 16 '25 | Proposed Sale | 108.84 | 2,960 | 322,181 | | Apr 16 04:31 PM | | GROSSMAN ERIC F | Chief Legal/Admin Officer | Apr 15 '25 | Sale | 111.65 | 10,068 | 1,124,093 | 199,274 | Apr 16 04:27 PM | | ERIC F GROSSMAN | Affiliate | Apr 15 '25 | Proposed Sale | 111.65 | 10,068 | 1,124,092 | | Apr 15 04:36 PM | | JAMES P GORMAN | Chairman Emeritus | Feb 27 '25 | Proposed Sale | 132.00 | 50,000 | 6,600,000 | | Feb 27 04:45 PM | | JAMES P GORMAN | Chairman Emeritus | Feb 24 '25 | Proposed Sale | 130.00 | 100,000 | 13,000,000 | | Feb 24 04:19 PM | | CRAWLEY MANDELL | Chief Client Officer | Jan 22 '25 | Sale | 138.06 | 8,312 | 1,147,555 | 55,249 | Jan 23 04:15 PM | | GROSSMAN ERIC F | Chief Legal/Admin Officer | Jan 21 '25 | Sale | 136.20 | 13,097 | 1,783,754 | 197,444 | Jan 23 04:14 PM | | SIMKOWITZ DANIEL A | Co-President | Jan 21 '25 | Sale | 136.61 | 36,631 | 5,004,069 | 423,729 | Jan 23 04:12 PM | | SAPERSTEIN ANDREW M | Co-President | Jan 21 '25 | Sale | 136.43 | 30,820 | 4,204,676 | 327,008 | Jan 23 04:11 PM | | Pizzi Michael A. | Head Technology & Operations | Jan 21 '25 | Sale | 136.92 | 18,391 | 2,518,164 | 137,788 | Jan 23 04:10 PM | | AKRAM RAJA | Deputy Chief Financial Officer | Jan 21 '25 | Sale | 136.01 | 17,500 | 2,380,175 | 81,440 | Jan 23 04:10 PM | | MANDELL L CRAWLEY | Affilliate | Jan 22 '25 | Proposed Sale | 138.06 | 8,312 | 1,147,555 | | Jan 22 04:41 PM | | ANDY SAPERSTEIN | Affiliate | Jan 21 '25 | Proposed Sale | 136.43 | 30,820 | 4,204,674 | | Jan 21 04:41 PM | | ERIC GROSSMAN | Affiliate | Jan 21 '25 | Proposed Sale | 136.18 | 13,097 | 1,783,549 | | Jan 21 04:40 PM | | MICHAEL A. PIZZI REVOCABLE TRU | Affiliate | Jan 21 '25 | Proposed Sale | 136.92 | 18,391 | 2,518,164 | | Jan 21 04:38 PM | | DANIEL A. SIMKOWITZ & MARI NAK | Affiliate | Jan 21 '25 | Proposed Sale | 136.61 | 36,631 | 5,004,066 | | Jan 21 04:38 PM | | MORGAN STANLEY SMITH BARNEY LL | Indirectly controlled by the i | Jan 21 '25 | Proposed Sale | 136.95 | 3,548 | 485,900 | | Jan 21 04:18 PM | | JAMES P GORMAN | Chairman Emeritus | Jan 17 '25 | Proposed Sale | 137.66 | 170,421 | 23,459,303 | | Jan 17 04:24 PM | | JPG 2023 CC GRAT | Chairman Emeritus | Jan 17 '25 | Proposed Sale | 135.26 | 29,579 | 4,000,885 | | Jan 17 04:08 PM | | MORGAN STANLEY SMITH BARNEY LL | Indirectly controlled by the i | Oct 18 '24 | Proposed Sale | 119.85 | 3,756 | 450,149 | | Oct 18 04:21 PM | | LUCZO STEPHEN J | Director | Oct 17 '24 | Sale | 119.17 | 60,000 | 7,150,470 | 138,363 | Oct 18 04:10 PM | | LUCZO STEPHEN J | Director | Oct 17 '24 | Proposed Sale | 118.88 | 60,000 | 7,132,765 | | Oct 17 04:52 PM | | CRAWLEY MANDELL | Chief Human Resources Officer | Jul 26 '24 | Sale | 105.25 | 3,500 | 368,375 | 43,224 | Jul 26 04:10 PM | | MANDELL L CRAWLEY & ALISON JIM | Affilliate | Jul 26 '24 | Proposed Sale | 105.25 | 3,500 | 368,375 | | Jul 26 04:01 PM | | AKRAM RAJA | Deputy Chief Financial Officer | Jul 18 '24 | Sale | 106.37 | 7,500 | 797,764 | 87,119 | Jul 19 04:31 PM | | YESHAYA SHARON | Chief Financial Officer | Jul 19 '24 | Sale | 104.00 | 15,547 | 1,616,888 | 0 | Jul 19 04:30 PM | | Herz Robert H | Director | Jul 17 '24 | Sale | 106.62 | 1,000 | 106,621 | 95,908 | Jul 19 04:29 PM | | SIMKOWITZ DANIEL A | Co-President | Jul 17 '24 | Sale | 106.54 | 40,000 | 4,261,768 | 442,522 | Jul 19 04:28 PM | | GORMAN JAMES P | Executive Chairman | Jul 17 '24 | Sale | 105.06 | 200,000 | 21,012,300 | 150,000 | Jul 19 04:26 PM |
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