MORGAN STANLEY (MS)
$214.41-$0.09 (-0.04%) Today
Morgan Stanley is a massive global financial services firm, with offices in 42 countries and more than 82,000 employees as of year-end 2025. The firm cut its teeth in investment banking and institutional trading, where it maintains a strong presence today, but generates the lion share of its income from wealth and asset management franchises, where it boasted $9.3 trillion in client assets at the end of 2025. After reincorporation as a bank holding company in the wake of the global financial crisis, Morgan Stanley also boasts a top 10 banking franchise by deposits, with more than $400 billion in customer deposits, predominately attributable to cash sweeps from its wealth management and brokerage businesses.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 5 | 40,719 | $8.88M |
| Grant or award | 17 | 17,491 | |
| Tax withholding / forfeiture | 1 | 190 | |
| Bona-fide gift | 1 | 2,325 | |
| Derivative transaction | 1 | 414,396 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
78 Form 4 filings on record, the earliest from Oct 18, 2024, newest first. Filing history page 3 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Daniel A. Simkowitz - Officer | Gift | Common Stock | 10,000 | $0.00 | - | |
| Victoria Worster - Officer | Tax withholding / forfeiture | Common Stock | 49 | $162.65 | $8K | |
 Lynn J. Good - Director | Grant or award | Common Stock | 1,658 | $0.00 | - | |
| Michael A. Pizzi - Officer | Open-market sale | Common Stock | 18,000 | $140.62 | $2.53M | |
| Michael A. Pizzi - Officer | Gift | Common Stock | 750 | $0.00 | - | |
| Eric F. Grossman - Officer | Open-market sale | Common Stock | 12,000 | $141.12 | $1.69M | |
| Andrew M. Saperstein - Officer | Open-market sale | Common Stock | 22,207 | $140.68 | $3.12M | |
| Andrew M. Saperstein - Officer | Open-market sale | Common Stock | 21,359 | $141.28 | $3.02M | |
| Sharon Yeshaya - Officer | Open-market sale | Common Stock | 25,583 | $139.81 | $3.58M | |
| Charles A. Smith - Officer | Open-market sale | Common Stock | 20,000 | $140.30 | $2.81M | |
| Daniel A. Simkowitz - Officer | Open-market sale | Common Stock | 29,000 | $141.13 | $4.09M | |
| Daniel A. Simkowitz - Officer | Gift | Common Stock | 7,559 | $0.00 | - | |
| Rayford Wilkins Jr. - Director | Grant or award | Common Stock | 2,155 | $0.00 | - | |
 Thomas H. Glocer - Director | Grant or award | Common Stock | 2,155 | $0.00 | - | |
| Thomas H. Glocer - Director | Grant or award | Common Stock | 842.59 | $127.58 | $108K | |
 Perry M. Traquina - Director | Grant or award | Common Stock | 2,155 | $0.00 | - | |
| Perry M. Traquina - Director | Grant or award | Common Stock | 607.45 | $127.58 | $77K | |
| Mary L. Schapiro - Director | Grant or award | Common Stock | 2,155 | $0.00 | - | |
| Mary L. Schapiro - Director | Grant or award | Common Stock | 450.69 | $127.58 | $58K | |
 Stephen J. Luczo - Director | Grant or award | Common Stock | 378.69 | $132.04 | $50K | |
| Mary L. Schapiro - Director | Grant or award | Common Stock | 378.69 | $132.04 | $50K | |
| Thomas H. Glocer - Director | Grant or award | Common Stock | 757.37 | $132.04 | $100K | |
| Perry M. Traquina - Director | Grant or award | Common Stock | 530.16 | $132.04 | $70K | |
| Stephen J. Luczo - Director | Open-market sale | Common Stock | 60,000 | $119.17 | $7.15M |
This is as far as the anonymous view goes. Create a free account for all 78 MS filings on record.
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| - | - | - | - | View on EDGAR | |
| - | - | - | - | View on EDGAR | |
| - | - | - | - | View on EDGAR |
MORGAN STANLEY (MS) had 16 insider filings in the last 90 days, with the most recent on 2026-08-03. The full record for MS runs to 78 Form 4 filings, the earliest from 2024-10-18. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of MS were filed in the last 90 days.
5 insider sales of MS were filed in the last 90 days, totaling $8.88M.
This page tracks MS Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
Create a free InsiderAlpha account and press Watch on this page to add MS to your watchlist. A free account also opens the full scored daily plan with every past day and 3 months of price history. No card is required. Sign up at https://insideralpha.ai/register.
Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
Real-time Form 4 alerts, AI-scored daily trade ideas and 10b5-1 plan flags.
