Daniel A SimkowitzFiled
Co-PresidentExecutiveCIK 1680385
- MSMORGAN STANLEYCo-Presidentfiled Apr 17, 2026
Net · 12 months
-$8.8M
Open-market buys − sales
Sold · 12 months
$8.8M
$0 in 90d · 7 sales on record
Bought · 12 months
$0
$0 in 90d · 0 buys on record
Under 10b5-1
0%
Share of sale value under a trading plan
Last trade
Apr 17, 2026
Filed Apr 17, 2026 · 25 rows
Monthly open-market value · 24 months Filed
- Bought (open market)
- Sold (open market)
Unusual activity Estimated
Whale score 80Whale watch
- 65Insider overlapPublic May 11, 2026 · traded Apr 24, 2026
Rep. Ro Khanna's spouse bought MS 7 days after its President sold $2.8M
Details
- Politician
- Ro Khanna
- Ticker
- MS
- Asset
- MORGAN STANLEY CMN
- Tx type
- buy
- Traded
- Apr 24, 2026
- Filed
- May 11, 2026
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 17
- Owner type
- spouse
- Is whale
- No
- Insider trade
- {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2026-04-17","shares":14690,"price":189.2435,"value":2779987.02,"is_10b5_1":false,"filing_date":"2026-04-17"}
- Days between
- 7
- Opposite side
- Yes
- Public from
- May 11, 2026
- Method version
- 2026-11-03
- 65Insider overlapPublic Mar 9, 2026 · traded Feb 24, 2026
Rep. Ro Khanna's dependent child bought MS 25 days after its President sold $6M
Details
- Politician
- Ro Khanna
- Ticker
- MS
- Asset
- MORGANSTANLEYCMN
- Tx type
- buy
- Traded
- Feb 24, 2026
- Filed
- Mar 9, 2026
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 13
- Owner type
- dependent
- Is whale
- No
- Insider trade
- {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2026-01-30","shares":32968,"price":182.6108,"value":6020312.85,"is_10b5_1":false,"filing_date":"2026-01-30"}
- Days between
- 25
- Opposite side
- Yes
- Public from
- Mar 9, 2026
- Method version
- 2026-11-03
- 65Insider overlapPublic Feb 6, 2026 · traded Jan 29, 2026
Rep. Ro Khanna's spouse bought MS 1 day before its President sold $6M
Details
- Politician
- Ro Khanna
- Ticker
- MS
- Asset
- MORGANSTANLEYCMN
- Tx type
- buy
- Traded
- Jan 29, 2026
- Filed
- Feb 6, 2026
- Amount low
- $15,001
- Amount high
- $50,000
- Range midpoint (estimate)
- $32,501
- Disclosed range
- $15,001 - $50,000
- Reporting lag days
- 8
- Owner type
- spouse
- Is whale
- No
- Insider trade
- {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2026-01-30","shares":32968,"price":182.6108,"value":6020312.85,"is_10b5_1":false,"filing_date":"2026-01-30"}
- Days between
- -1
- Opposite side
- Yes
- Public from
- Feb 6, 2026
- Method version
- 2026-11-03
- 41Exec salePublic Jan 30, 2026
MS President Daniel A Simkowitz sold $6M
Details
- Insider
- Daniel A Simkowitz
- Company
- MORGAN STANLEY
- Ticker
- MS
- Tx kind
- open_market_sale
- Traded
- Jan 30, 2026
- Shares
- 32,968
- Price
- $183
- Value
- $6M
- Is 10b5 1
- No
- Filed
- Jan 30, 2026
- Public from
- Jan 30, 2026
- Method version
- 2026-11-03
- 65Insider overlapPublic Sep 12, 2025 · traded Jan 24, 2025
Rep. Val T. Hoyle's spouse bought MS 3 days after its President sold $3M
Details
- Politician
- Val T. Hoyle
- Ticker
- MS
- Asset
- Morgan Stanley Common Stock (MS)
- Tx type
- buy
- Traded
- Jan 24, 2025
- Filed
- Sep 12, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 231
- Owner type
- spouse
- Is whale
- No
- Insider trade
- {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2025-01-21","shares":22111,"price":136.2176,"value":3011907.35,"is_10b5_1":false,"filing_date":"2025-01-23"}
- Days between
- 3
- Opposite side
- Yes
- Public from
- Sep 12, 2025
- Method version
- 2026-11-03
- 50Insider overlapPublic Sep 11, 2025 · traded Aug 14, 2025
Rep. Julie Johnson (joint account) partially sold MS 28 days after its President sold $4.1M
Details
- Politician
- Julie Johnson
- Ticker
- MS
- Asset
- Morgan Stanley Common Stock (MS)
- Tx type
- partial_sale
- Traded
- Aug 14, 2025
- Filed
- Sep 11, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 28
- Owner type
- joint
- Is whale
- No
- Insider trade
- {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2025-07-17","shares":29000,"price":141.1251,"value":4092627.9,"is_10b5_1":false,"filing_date":"2025-07-18"}
- Days between
- 28
- Opposite side
- No
- Public from
- Sep 11, 2025
- Method version
- 2026-11-03
- 65Insider overlapPublic Sep 9, 2025 · traded Aug 4, 2025
Rep. Ro Khanna's spouse bought MS 18 days after its President sold $4.1M
Details
- Politician
- Ro Khanna
- Ticker
- MS
- Asset
- MORGAN STANLEY CMN
- Tx type
- buy
- Traded
- Aug 4, 2025
- Filed
- Sep 9, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 36
- Owner type
- spouse
- Is whale
- No
- Insider trade
- {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2025-07-17","shares":29000,"price":141.1251,"value":4092627.9,"is_10b5_1":false,"filing_date":"2025-07-18"}
- Days between
- 18
- Opposite side
- Yes
- Public from
- Sep 9, 2025
- Method version
- 2026-11-03
- 50Insider overlapPublic Aug 20, 2025 · traded Jul 11, 2025
Rep. Ritchie Torres sold MS 6 days before its President sold $4.1M
Details
- Politician
- Ritchie Torres
- Ticker
- MS
- Asset
- Morgan Stanley Common Stock (MS)
- Tx type
- sell
- Traded
- Jul 11, 2025
- Filed
- Aug 20, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 40
- Owner type
- self
- Is whale
- No
- Insider trade
- {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2025-07-17","shares":29000,"price":141.1251,"value":4092627.9,"is_10b5_1":false,"filing_date":"2025-07-18"}
- Days between
- -6
- Opposite side
- No
- Public from
- Aug 20, 2025
- Method version
- 2026-11-03
- 65Insider overlapPublic Aug 7, 2025 · traded Jul 1, 2025
Rep. Ro Khanna's spouse bought MS 16 days before its President sold $4.1M
Details
- Politician
- Ro Khanna
- Ticker
- MS
- Asset
- MORGAN STANLEY CMN
- Tx type
- buy
- Traded
- Jul 1, 2025
- Filed
- Aug 7, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 37
- Owner type
- spouse
- Is whale
- No
- Insider trade
- {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2025-07-17","shares":29000,"price":141.1251,"value":4092627.9,"is_10b5_1":false,"filing_date":"2025-07-18"}
- Days between
- -16
- Opposite side
- Yes
- Public from
- Aug 7, 2025
- Method version
- 2026-11-03
- 50Insider overlapPublic Jun 13, 2025 · traded May 15, 2025
Rep. Julie Johnson (joint account) partially sold MS 3 days after its President sold $3.7M
Details
- Politician
- Julie Johnson
- Ticker
- MS
- Asset
- Morgan Stanley Common Stock (MS)
- Tx type
- partial_sale
- Traded
- May 15, 2025
- Filed
- Jun 13, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 29
- Owner type
- joint
- Is whale
- No
- Insider trade
- {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2025-05-12","shares":29013,"price":127.3746,"value":3695519.27,"is_10b5_1":false,"filing_date":"2025-05-12"}
- Days between
- 3
- Opposite side
- No
- Public from
- Jun 13, 2025
- Method version
- 2026-11-03
Transactions
Independent third-party platform; not affiliated with or endorsed by any member of Congress. Data sourced from publicly available filings and records. Portfolio, holdings, returns, and allocations are estimates and may differ from actual values. Informational and educational only; not investment advice. Shares, prices and post-transaction holdings are exactly as reported on SEC Form 4; the whale score is a model ranking of that filed activity.