Form 4: Morgan Stanley Co-President Reports Stock Sale and Gift
Insider Transaction Report
Morgan Stanley Co-President Daniel A. Simkowitz reported the sale of 29,000 shares of common stock and the gifting of 7,559 shares on July 17, 2025.
Summary
- Daniel A. Simkowitz, Co-President of Morgan Stanley, reported transactions involving the company's common stock on July 17, 2025.
- Simkowitz sold 29,000 shares of Morgan Stanley Common Stock at a weighted average price of $141.1251 per share, with individual sales ranging from $140.77 to $141.64.
- Following this sale, Simkowitz directly beneficially owned 399,104.921 shares of Common Stock.
- Additionally, Simkowitz gifted 7,559 shares of Morgan Stanley Common Stock at a price of $0.
- After the gift, Simkowitz directly beneficially owned 391,545.921 shares of Common Stock.
- Simkowitz also indirectly beneficially owns 1,772.791 shares through a 401(k) Plan.
Sentiment
Score: 5
Explanation: Form 4 reports factual insider transactions, which are neutral in sentiment without additional context regarding the executive's overall holdings, compensation, or company performance.
Future Outlook
NA
Industry Context
This Form 4 filing is a routine disclosure of an insider transaction and does not provide broader industry context or trends. It reflects an individual executive's stock activity within the financial services sector.
Stakeholder Impact
- Shareholders may interpret the Co-President's sale of shares as a signal, though the transaction is a routine disclosure of insider activity and does not inherently indicate a change in company outlook.
Key Dates
| Date | Description |
|---|---|
| 07/17/2025 | Date of reported stock transactions (sale and gift). |
| 07/18/2025 | Date the Form 4 was signed by the reporting person's attorney-in-fact. |
Keywords
Morgan Stanley, MS, Form 4, Insider Transaction, Stock Sale, Executive Compensation, Daniel Simkowitz
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