SIMKOWITZ DANIEL A — SEC Form 4 filings
SEC reporting owner CIK 1680385. 15 Form 4 filings on record with FilingPulse; latest filed 2026-04-17.
Transaction summary — filings shown
Covers all 15 filings on record, filed 2024-01-19 to 2026-04-17. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 7 legs across 6 filings — 182,302 shares, $25,854,284 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 18.
- Largest priced transaction: sale of 32,968 shares @ $182.61 ($6,020,313) in MORGAN STANLEY, filed 2026-01-30.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| MORGAN STANLEY (MS) | Co-President | 15 | — | 7 legs · 182,302 sh · $25,854,284 | 18 |
Form 4 filings — SIMKOWITZ DANIEL A
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-04-17 | 4 | MORGAN STANLEY (MS) | Gift (G): 8,000 @ $0 · Sale (S): 14,690 @ $189.24 | EDGAR |
| 2026-03-13 | 4 | MORGAN STANLEY (MS) | Grant/award (A): 32,865 @ $0 · Tax withholding (F): 18,175 @ $160.89 | EDGAR |
| 2026-02-20 | 4 | MORGAN STANLEY (MS) | Grant/award (A): 32,865 @ $0 · Tax withholding (F): 18,175 @ $176.59 | EDGAR |
| 2026-01-30 | 4 | MORGAN STANLEY (MS) | Sale (S): 32,968 @ $182.61 | EDGAR |
| 2026-01-16 | 4 | MORGAN STANLEY (MS) | Grant/award (A): 39,994.09 @ $0 · Tax withholding (F): 35,435 @ $191.23 | EDGAR |
| 2025-10-31 | 4 | MORGAN STANLEY (MS) | Gift (G): 10,000 @ $0 | EDGAR |
| 2025-07-18 | 4 | MORGAN STANLEY (MS) | Sale (S): 29,000 @ $141.13 · Gift (G): 7,559 @ $0 | EDGAR |
| 2025-05-12 | 4 | MORGAN STANLEY (MS) | Sale (S): 29,013 @ $127.37 | EDGAR |
| 2025-02-21 | 4 | MORGAN STANLEY (MS) | Grant/award (A): 64,908 @ $0 · Tax withholding (F): 35,895 @ $134.34 | EDGAR |
| 2025-01-23 | 4 | MORGAN STANLEY (MS) | Sale (S): 22,111 @ $136.22 · Sale (S): 14,520 @ $137.20 | EDGAR |
| 2025-01-17 | 4 | MORGAN STANLEY (MS) | Grant/award (A): 51,256.66 @ $0 · Tax withholding (F): 38,878 @ $135.81 | EDGAR |
| 2024-07-19 | 4 | MORGAN STANLEY (MS) | Sale (S): 40,000 @ $106.54 | EDGAR |
| 2024-05-16 | 4 | MORGAN STANLEY (MS) | Gift (G): 20,000 @ $0 | EDGAR |
| 2024-02-23 | 4 | MORGAN STANLEY (MS) | Grant/award (A): 75,067 @ $0 · Tax withholding (F): 41,513 @ $85.46 | EDGAR |
| 2024-01-19 | 4 | MORGAN STANLEY (MS) | Grant/award (A): 80,808.84 @ $0 · Tax withholding (F): 44,691 @ $85.97 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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