Reporting owner · CIK 0001680385
Simkowitz Daniel A
Visual SEC Form 4 history across 1 companies, 8 transactions and 4 filings.
PRESCo-PresidentMORGAN STANLEY
Open-market mix
0%buys
Latest insider transactions
Form 4 filings from available history. Click any column to sort; click it again to flip the order.
| ID | Ticker | Insider | Role | Type | Shares | Value | Code | Filed | Trans date |
|---|---|---|---|---|---|---|---|---|---|
| #213544 | MS | Simkowitz Daniel A | PRES | withholding | 35.4k | -$677M | F | 01/16 | 01/16 |
| #213543 | MS | Simkowitz Daniel A | PRES | grant | 39.9k | $0 | A | 01/16 | 01/16 |
| #142443 | MS | Simkowitz Daniel A | PRES | withholding | 35.8k | -$482M | F | 02/21/2025 | 02/21/2025 |
| #142442 | MS | Simkowitz Daniel A | PRES | grant | 64.9k | $0 | A | 02/21/2025 | 02/21/2025 |
| #46028 | MS | Simkowitz Daniel A | PRES | sale | 14.5k | -$199M | S | 01/23/2025 | 01/21/2025 |
| #46027 | MS | Simkowitz Daniel A | PRES | sale | 22.1k | -$301M | S | 01/23/2025 | 01/21/2025 |
| #113874 | MS | Simkowitz Daniel A | PRES | withholding | 38.8k | -$528M | F | 01/17/2025 | 01/17/2025 |
| #113873 | MS | Simkowitz Daniel A | PRES | grant | 51.2k | $0 | A | 01/17/2025 | 01/17/2025 |
Latest Form 4 facts
Quick context from source filings
Latest buy
No open-market insider purchase is available.
Open-market buy performance
90-day forward return on this insider's open-market purchases
Forward return is not available yet
We compute this from each buy's stock performance 90 days after the transaction. The price history is still being populated for this insider's their open-market buys, so the average and median will appear here once the daily price refresh has covered the relevant trading days.
Disclosed ownership
How reported shareholdings evolved
Non-derivative shares held after reported transactions—not stock prices or a complete portfolio.
8 observations · Jan 17, 2025 – Jan 16, 2026. Window ends at the latest available report, not today.
Selected observation · Jan 16, 2026390310.406000 shares reported
Inspect transaction View exact observations and source transactions
| Transaction date | Shares held after | Filed | Source |
|---|---|---|---|
| Jan 17, 2025 | 499238.097000 | Jan 17, 2025 | View transaction |
| Jan 17, 2025 | 460360.097000 | Jan 17, 2025 | View transaction |
| Jan 21, 2025 | 438249.097000 | Jan 23, 2025 | View transaction |
| Jan 21, 2025 | 423729.097000 | Jan 23, 2025 | View transaction |
| Feb 21, 2025 | 490761.557000 | Feb 21, 2025 | View transaction |
| Feb 21, 2025 | 454866.557000 | Feb 21, 2025 | View transaction |
| Jan 16, 2026 | 425745.406000 | Jan 16, 2026 | View transaction |
| Jan 16, 2026 | 390310.406000 | Jan 16, 2026 | View transaction |
Securities and direct/indirect ownership contexts are kept separate and never summed. Joint filings may associate the same disclosed row with multiple owners. Unknown values are omitted, not treated as zero. Lines connect observations for readability; they do not establish holdings between filings, cost basis, or current ownership. Amendments and stock splits require reviewing the source.
Monthly open-market activity
Reported purchase and sale transaction counts
Buys Sells
Net value flow
Buys minus sells
Jan 25
−$5M
Feb 25
$0
Jan 26
$0
Transaction texture
Ownership and ticket size
Average P/S size$2.5M
Median P/S size$2.5M
Direct8
Indirect0
Jan 16, 2026withholding
Filing-only signals
Deterministic matches in this insider's history
Associated companies
Visual map of known reporting history
Simkowitz Daniel A Insider Activity FAQ
SEC Form 4 context
Who is Simkowitz Daniel A?
Simkowitz Daniel A is a reporting owner in SEC Form 4 filings with reporting owner CIK 0001680385.
Which companies has Simkowitz Daniel A reported transactions for?
MORGAN STANLEY
When was Simkowitz Daniel A's latest insider buy?
No open-market insider purchase is available for this period.
When was Simkowitz Daniel A's latest insider sale?
sale at MORGAN STANLEY on Jan 21, 2025 valued at $1,992,161.
Where can I see the original SEC filings?
Each transaction row links directly to the source SEC filing so the reported Form 4 details can be reviewed.
Are performance metrics included?
This version does not calculate win rates, forward returns, benchmark-adjusted returns, or high-conviction scores.