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Morgan Stanley

MS
Exchange
NYSE
Industry
Security Brokers, Dealers & Flotation Companies
SEC CIK
0000895421

In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,745 institutions reported holding it in 13F filings for Q2 2026, worth $281.7B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.

Other share classesMS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ

Open-market trades, last 90 days

Open-market purchases (P) and sales (S) by Morgan Stanley insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.

Open-market buys
0 filings
Open-market sells
3 filings
3 insiders, $8.88M in total
Insiders trading
3
Net value
−$8.88M
Purchases minus sales

Insider roster

Directors, officers and 10% owners who have filed a Form 4 for Morgan Stanley, current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.

Insider roster for Morgan Stanley
NameTitleLast reported holdingLast filingFilings, past year
Mitsubishi Ufj Financial Group Inc10% Owner375,330,252Sep 24, 20262
Schapiro Mary LDirector38,518Jul 29, 20262
Yeshaya SharonChief Financial Officer0IndirectJul 17, 20266
Pizzi Michael A.Head Technology & Operations121,770Jul 17, 20265
Glocer Thomas HDirector124,550Jun 2, 20262
Wilkins Rayford JrDirector78,269Jun 2, 20261
Traquina Perry MDirector91,332Jun 2, 20262
Good Lynn JDirector3,501Jun 2, 20262
Herz Robert HDirector102,563Jun 2, 20261
Miscik Judith ADirector66,494Jun 2, 20261
Peterson Douglas L.Director11,672Jun 2, 20262
Leibowitz Shelley BDirector48,370Jun 2, 20262
Nally Dennis MDirector47,076Jun 2, 20262
James Erika HDirector13,253Jun 2, 20262
Butler MeganDirector5,829Jun 2, 20261
Grossman Eric FChief Legal/Admin Officer169,403Apr 20, 20265
Saperstein Andrew MCo-President282,142Apr 17, 20265
Simkowitz Daniel ACo-President365,802Apr 17, 20266
Crawley MandellChief Client Officer61,476Apr 17, 20265
Pick Edward NChairman and CEO666,249Mar 13, 20264
Smith Charles Aubrey IIIChief Risk Officer119,128Jan 22, 20262
Worster VictoriaChief Accounting Officer13,165Jan 16, 20262
Akram RajaDeputy Chief Financial Officer81,440Jan 23, 20250
Luczo Stephen JDirector17,343Jan 3, 20250
Gorman James PExecutive Chairman406,351Jul 26, 20240
Darling AlistairDirector37,783Jun 2, 20230
Hotsuki KeishiChief Risk Officer339,211Feb 24, 20230
Pruzan JonathanChief Operating Officer406,985Jan 20, 20230
Corley ElizabethDirector26,599Apr 25, 20220
Rooney Robert PHead of Tech/Ops/Resilience253,946Jan 21, 20220

Insider trades

Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Jan 19, 2024 (view filing)Jan 19Same daySaperstein Andrew MCo-PresidentSSale−10.0K$84.13−$841.3K−3.0%323.5K after
Jul 26, 2023 (view filing)Jul 242 daysPick Edward NCo-President/Head of ISSSale−100.0K$94.33−$9.43M−14.2%604.8K after
Jul 26, 2023 (view filing)Jul 242 daysGorman James PChairman and CEOSSale−125.0K$95.19−$11.9M−11.0%1.01M after
Jul 21, 2023 (view filing)Jul 192 daysSmith Charles Aubrey IIIChief Risk OfficerSSale−5.60K$92.41−$517.5K−3.9%136.5K after
Jul 21, 2023 (view filing)Jul 201 daySimkowitz Daniel AHead of Investment ManagementSSale−37.6K$93.78−$3.53M−10.5%319.0K after
Jul 21, 2023 (view filing)Jul 192 daysSaperstein Andrew MCo-President/Head of WMSSale−39.3K$93.09−$3.65M−16.8%193.7K after
Jul 21, 2023 (view filing)Jul 192 daysGorman James PChairman and CEOSSale−125.0K$92.34−$11.5M−9.9%1.14M after4 lots
Jul 21, 2023 (view filing)Jul 192 daysAkram RajaDeputy Chief Financial OfficerSSale−13.5K$92.00−$1.24M−14.0%83.0K after
May 17, 2023 (view filing)May 152 daysAkram RajaDeputy Chief Financial OfficerSSale−7.32K$82.95−$607.2K−7.1%96.5K after
May 5, 2023 (view filing)May 32 daysGlocer Thomas HDirectorSSale−4.54K$87.11−$395.0K−4.4%98.1K after
Feb 15, 2023 (view filing)Feb 132 daysSaperstein Andrew MCo-President/Head of WMSSale−24.6K$98.23−$2.41M−11.4%190.4K after
Feb 15, 2023 (view filing)Feb 132 daysSaperstein Andrew MCo-President/Head of WMSSale−46.2K$98.45−$4.55M−100.0%0 after
Feb 1, 2023 (view filing)Jan 30-312 daysSimkowitz Daniel AHead of Investment ManagementSSale−23.2K$96.32−$2.24M−6.9%315.3K after2 lots
Jan 27, 2023 (view filing)Jan 252 daysDarling AlistairDirectorSSale−2.00K$94.70−$189.4K−5.5%34.5K after
Jan 20, 2023 (view filing)Jan 182 daysAkram RajaDeputy Chief Financial OfficerSSale−5.10K$97.00−$494.7K−4.1%118.6K after
Jan 20, 2023 (view filing)Jan 182 daysSimkowitz Daniel AHead of Investment ManagementSSale−44.9K$97.05−$4.36M−11.4%348.5K after2 lots
Jan 20, 2023 (view filing)Jan 182 daysPick Edward NCo-President/Head of ISSSale−135.0K$96.99−$13.1M−17.4%640.0K after2 lots
Jan 20, 2023 (view filing)Jan 182 daysGrossman Eric FChief Legal/Admin OfficerSSale−120.0K$97.11−$11.7M−33.8%235.2K after
Jan 20, 2023 (view filing)Jan 191 dayCrawley MandellChief Human Resources OfficerSSale−3.74K$93.75−$350.6K−8.1%42.2K after
Jan 20, 2023 (view filing)Jan 182 daysGorman James PChairman and CEOSSale−250.0K$96.93−$24.2M−18.4%1.11M after2 lots
Jul 21, 2022 (view filing)Jul 201 daySaperstein Andrew MCo-President/Head of WMSSaleDepositary Shares−100––−100.0%0 after
May 13, 2022 (view filing)May 121 dayLuczo Stephen JDirectorPPurchase+25.0K$79.30+$1.98M+16.2%179.4K after
Feb 9, 2022 (view filing)Feb 81 daySaperstein Andrew MCo-President/Head of WMSSale−17.2K$105.70−$1.81M−8.7%179.4K after
Feb 9, 2022 (view filing)Feb 72 daysHotsuki KeishiChief Risk OfficerSSale−24.5K$105.00−$2.57M−8.3%271.0K after
Feb 2, 2022 (view filing)Jan 312 daysSimkowitz Daniel AHead of Investment ManagementSSale−18.4K$102.56−$1.89M−5.7%303.0K after
Jan 28, 2022 (view filing)Jan 262 daysPruzan JonathanChief Operating OfficerSSale−18.4K$101.05−$1.86M−6.0%287.6K after
Jan 21, 2022 (view filing)Jan 201 daySaperstein Andrew MCo-President/Head of WMSSale−15.5K$96.80−$1.50M−7.3%196.6K after
Jan 21, 2022 (view filing)Jan 201 dayGrossman Eric FChief Legal OfficerSSale−33.2K$101.63−$3.38M−10.3%289.5K after
Jan 21, 2022 (view filing)Jan 21Same dayCrawley MandellChief Human Resources OfficerSSale−7.47K$98.57−$736.8K−17.1%36.3K after3 lots
Nov 12, 2021 (view filing)Nov 93 daysDarling AlistairDirectorSSale−1.00K$99.46−$99.5K−3.0%32.7K after
Jul 23, 2021 (view filing)Jul 212 daysYeshaya SharonChief Financial OfficerSSale−2.50K$95.64−$239.1K−9.1%24.9K after
Jul 16, 2021 (view filing)Jul 16Same daySaperstein Andrew MCo-President/Head of WMSSale−11.5K$92.97−$1.07M−6.2%173.1K after