Morgan Stanley insider activity
What the executives and directors of Morgan Stanley actually did with their own shares, decoded from their SEC Form 4 filings. Each figure says the stretch of time it covers.
−$68M
net open-market flow, 12 m
0 open-market buys, 12 m
0%
of sale value on 10b5-1 plans, 12 m
1,593 days since an insider bought, whole record
The tape: three years of insider trades
Open-market buy
Discretionary sale
Planned sale (10b5-1)
Reported-price path
Routine
Every marker sits at the price reported on the Form 4. The line is the monthly median of all prices insiders reported, so the chart needs no market feed; the grey strip is the routine flow (grants, vestings, tax withholding and gifts) that a headline gets wrong by counting it as selling.
The 125 routine events on the chart, as a list
| Date | Insider | Shares |
|---|---|---|
| Jul 28, 2026 | SCHAPIRO MARY L | 2,325 |
| Jun 1, 2026 | GLOCER THOMAS H | 1,822 |
| Jun 1, 2026 | WILKINS RAYFORD JR | 1,310 |
| Jun 1, 2026 | SCHAPIRO MARY L | 1,310 |
| Jun 1, 2026 | TRAQUINA PERRY M | 1,679 |
| Jun 1, 2026 | GOOD LYNN J | 1,584 |
| Jun 1, 2026 | Herz Robert H | 1,310 |
| Jun 1, 2026 | Miscik Judith A | 1,310 |
| Jun 1, 2026 | Peterson Douglas L. | 1,584 |
| Jun 1, 2026 | Leibowitz Shelley B | 1,310 |
| Jun 1, 2026 | NALLY DENNIS M | 1,655 |
| Jun 1, 2026 | James Erika H | 1,310 |
| Jun 1, 2026 | BUTLER MEGAN | 1,500 |
| Apr 17, 2026 | SIMKOWITZ DANIEL A | 8,000 |
| Apr 16, 2026 | CRAWLEY MANDELL | 1,053 |
| Apr 16, 2026 | YESHAYA SHARON | 18K |
| Mar 12, 2026 | SAPERSTEIN ANDREW M | 80K |
| Mar 12, 2026 | GROSSMAN ERIC F | 34K |
| Mar 12, 2026 | Pizzi Michael A. | 24K |
| Mar 12, 2026 | SIMKOWITZ DANIEL A | 51K |
| Mar 12, 2026 | PICK EDWARD | 95K |
| Mar 12, 2026 | CRAWLEY MANDELL | 15K |
| Mar 12, 2026 | YESHAYA SHARON | 27K |
| Feb 19, 2026 | SAPERSTEIN ANDREW M | 80K |
| Feb 19, 2026 | GROSSMAN ERIC F | 34K |
| Feb 19, 2026 | Pizzi Michael A. | 24K |
| Feb 19, 2026 | SIMKOWITZ DANIEL A | 51K |
| Feb 19, 2026 | PICK EDWARD | 95K |
| Feb 19, 2026 | CRAWLEY MANDELL | 15K |
| Feb 19, 2026 | YESHAYA SHARON | 27K |
| Jan 20, 2026 | GROSSMAN ERIC F | 2,495 |
| Jan 20, 2026 | James Erika H | 542 |
| Jan 16, 2026 | SAPERSTEIN ANDREW M | 67K |
| Jan 16, 2026 | GROSSMAN ERIC F | 58K |
| Jan 16, 2026 | Pizzi Michael A. | 35K |
| Jan 16, 2026 | SIMKOWITZ DANIEL A | 75K |
| Jan 16, 2026 | James Erika H | 522 |
| Jan 16, 2026 | PICK EDWARD | 43K |
| Jan 16, 2026 | CRAWLEY MANDELL | 24K |
| Jan 16, 2026 | YESHAYA SHARON | 53K |
| Jan 16, 2026 | SMITH CHARLES A | 42K |
| Jan 16, 2026 | Worster Victoria | 5,045 |
| Dec 1, 2025 | GLOCER THOMAS H | 637 |
| Dec 1, 2025 | TRAQUINA PERRY M | 459 |
| Dec 1, 2025 | GOOD LYNN J | 227 |
| Dec 1, 2025 | Peterson Douglas L. | 341 |
| Dec 1, 2025 | NALLY DENNIS M | 430 |
| Nov 7, 2025 | Leibowitz Shelley B | 1,800 |
| Oct 31, 2025 | PICK EDWARD | 123 |
| Oct 29, 2025 | SIMKOWITZ DANIEL A | 10K |
| Oct 16, 2025 | Worster Victoria | 49 |
| Aug 1, 2025 | GOOD LYNN J | 1,658 |
| Jul 17, 2025 | Pizzi Michael A. | 750 |
| Jul 17, 2025 | SIMKOWITZ DANIEL A | 7,559 |
| Jun 1, 2025 | GLOCER THOMAS H | 2,998 |
| Jun 1, 2025 | WILKINS RAYFORD JR | 2,155 |
| Jun 1, 2025 | SCHAPIRO MARY L | 2,606 |
| Jun 1, 2025 | TRAQUINA PERRY M | 2,763 |
| Jun 1, 2025 | Herz Robert H | 2,155 |
| Jun 1, 2025 | Miscik Judith A | 2,155 |
Where the shares went, last 12 months
Every Form 4 movement decomposed: what flowed in (grants, vested equity, purchases) and what flowed out (tax withholding, plan sales, discretionary sales, gifts). Counted in shares, because grants carry no price.
The chart, in numbers
| Flow | Shares |
|---|---|
| From holdings | 557K |
| Granted | 670K |
| Other in | 36 |
| Withheld for tax | 811K |
| Discretionary sales | 371K |
| Gifts | 44K |
Skin in the game
Directly held shares as reported after each trade, indexed to 100 at the start of the window, up to five years back. Direct holdings only: trust and family-entity positions are per-entity in the filings and do not sum honestly, so this chart refuses to guess. The steps are the trades.
The chart, in numbers
| Insider | Start of the window | Latest reported | Indexed, start = 100 |
|---|---|---|---|
| PICK EDWARD | 645K | 666K | 103.3 |
| SIMKOWITZ DANIEL A | 321K | 366K | 113.8 |
| SAPERSTEIN ANDREW M | 197K | 282K | 143.5 |
| GROSSMAN ERIC F | 289K | 169K | 58.5 |
Who holds what
the 14 largest holdings of 25| Insider | Role | Shares held | Buys 12 m | Sales 12 m | 12 m | Last trade |
|---|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC Last trade Oct 19, 2020 | 10% owner | 754M | – | – | Oct 19, 2020 | |
| PICK EDWARD Chairman and CEO Last trade Oct 31, 2025 | CEO | 700K | – | $16M | net selling over the year: 0 months buying, 1 month selling | Oct 31, 2025 |
| GORMAN JAMES P Executive Chairman Last trade Jul 17, 2024 | Officer | 556K | – | – | Jul 17, 2024 | |
| SIMKOWITZ DANIEL A Co-President Last trade Apr 17, 2026 | Officer | 380K | – | $8.8M | net selling over the year: 0 months buying, 2 months selling | Apr 17, 2026 |
| SAPERSTEIN ANDREW M Co-President Last trade Apr 16, 2026 | Officer | 349K | – | $15M | net selling over the year: 0 months buying, 2 months selling | Apr 16, 2026 |
| GROSSMAN ERIC F Chief Legal/Admin Officer Last trade Apr 20, 2026 | Officer | 175K | – | $6.1M | net selling over the year: 0 months buying, 2 months selling | Apr 20, 2026 |
| LUCZO STEPHEN J Last trade Oct 17, 2024 | Director | 157K | – | – | Oct 17, 2024 | |
| YESHAYA SHARON Chief Financial Officer Last trade Jul 16, 2026 | CFO | 137K | – | $6.4M | net selling over the year: 0 months buying, 2 months selling | Jul 16, 2026 |
| Pizzi Michael A. Head Technology & Operations Last trade Jul 17, 2026 | Officer | 129K | – | $8.9M | net selling over the year: 0 months buying, 2 months selling | Jul 17, 2026 |
| GLOCER THOMAS H Last trade May 3, 2023 | Director | 124K | – | – | May 3, 2023 | |
| SMITH CHARLES A Chief Risk Officer Last trade Jan 20, 2026 | Officer | 119K | – | $1.5M | net selling over the year: 0 months buying, 1 month selling | Jan 20, 2026 |
| Herz Robert H Last trade May 2, 2025 | Director | 103K | – | – | May 2, 2025 | |
| TRAQUINA PERRY M | Director | 91K | – | – | – | |
| AKRAM RAJA Deputy Chief Financial Officer Last trade Jan 21, 2025 | CFO | 81K | – | – | Jan 21, 2025 |
Open-market trade log
the 60 most recent of 633| Date | Insider | Type | Shares | Price | Value | Since trade | Filed |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026 | SCHAPIRO MARY L (Director) 1,000 shares $212.06 +2.3% since trade filed Jul 29, 2026 | Discretionary sale | 1,000 | $212.06 | $212K | +2.3% | Jul 29, 2026 |
| Jul 17, 2026 | Pizzi Michael A. (Officer) 7,101 shares $216.88 +0.0% since trade filed Jul 17, 2026 | Discretionary sale | 7,101 | $216.88 | $1.5M | +0.0% | Jul 17, 2026 |
| Jul 17, 2026 | Pizzi Michael A. (Officer) 17K shares $215.00 +0.9% since trade filed Jul 17, 2026 | Discretionary sale | 17K | $215.00 | $3.7M | +0.9% | Jul 17, 2026 |
| Jul 16, 2026 | YESHAYA SHARON (CFO) 6,382 shares $222.51 −2.5% since trade filed Jul 17, 2026 | Discretionary sale | 6,382 | $222.51 | $1.4M | −2.5% | Jul 17, 2026 |
| Jul 16, 2026 | YESHAYA SHARON (CFO) 9,172 shares $222.51 −2.5% since trade filed Jul 17, 2026 | Discretionary sale | 9,172 | $222.51 | $2.0M | −2.5% | Jul 17, 2026 |
| Apr 20, 2026 | GROSSMAN ERIC F (Officer) 5,559 shares $190.00 +14.2% since trade filed Apr 20, 2026 | Discretionary sale | 5,559 | $190.00 | $1.1M | +14.2% | Apr 20, 2026 |
| Apr 20, 2026 | GROSSMAN ERIC F (Officer) 5,559 shares $191.50 +13.3% since trade filed Apr 20, 2026 | Discretionary sale | 5,559 | $191.50 | $1.1M | +13.3% | Apr 20, 2026 |
| Apr 17, 2026 | SIMKOWITZ DANIEL A (Officer) 15K shares $189.24 +14.6% since trade filed Apr 17, 2026 | Discretionary sale | 15K | $189.24 | $2.8M | +14.6% | Apr 17, 2026 |
| Apr 16, 2026 | SAPERSTEIN ANDREW M (Officer) 600 shares $192.12 +12.9% since trade filed Apr 17, 2026 | Discretionary sale | 600 | $192.12 | $115K | +12.9% | Apr 17, 2026 |
| Apr 16, 2026 | SAPERSTEIN ANDREW M (Officer) 1,400 shares $190.44 +13.9% since trade filed Apr 17, 2026 | Discretionary sale | 1,400 | $190.44 | $267K | +13.9% | Apr 17, 2026 |
| Apr 16, 2026 | SAPERSTEIN ANDREW M (Officer) 3,190 shares $191.30 +13.4% since trade filed Apr 17, 2026 | Discretionary sale | 3,190 | $191.30 | $610K | +13.4% | Apr 17, 2026 |
| Apr 16, 2026 | SAPERSTEIN ANDREW M (Officer) 6,353 shares $189.15 +14.7% since trade filed Apr 17, 2026 | Discretionary sale | 6,353 | $189.15 | $1.2M | +14.7% | Apr 17, 2026 |
| Apr 16, 2026 | SAPERSTEIN ANDREW M (Officer) 6,584 shares $187.20 +15.9% since trade filed Apr 17, 2026 | Discretionary sale | 6,584 | $187.20 | $1.2M | +15.9% | Apr 17, 2026 |
| Apr 16, 2026 | SAPERSTEIN ANDREW M (Officer) 34K shares $188.37 +15.1% since trade filed Apr 17, 2026 | Discretionary sale | 34K | $188.37 | $6.3M | +15.1% | Apr 17, 2026 |
| Apr 16, 2026 | CRAWLEY MANDELL (Officer) 300 shares $189.05 +14.7% since trade filed Apr 17, 2026 | Discretionary sale | 300 | $189.05 | $57K | +14.7% | Apr 17, 2026 |
| Apr 16, 2026 | CRAWLEY MANDELL (Officer) 2,546 shares $187.25 +15.8% since trade filed Apr 17, 2026 | Discretionary sale | 2,546 | $187.25 | $477K | +15.8% | Apr 17, 2026 |
| Apr 16, 2026 | CRAWLEY MANDELL (Officer) 13K shares $188.38 +15.1% since trade filed Apr 17, 2026 | Discretionary sale | 13K | $188.38 | $2.5M | +15.1% | Apr 17, 2026 |
| Jan 30, 2026 | SIMKOWITZ DANIEL A (Officer) 33K shares $182.61 +18.8% since trade filed Jan 30, 2026 | Discretionary sale | 33K | $182.61 | $6.0M | +18.8% | Jan 30, 2026 |
| Jan 20, 2026 | SAPERSTEIN ANDREW M (Officer) 500 shares $186.60 +16.2% since trade filed Jan 22, 2026 | Discretionary sale | 500 | $186.60 | $93K | +16.2% | Jan 22, 2026 |
| Jan 20, 2026 | SAPERSTEIN ANDREW M (Officer) 1,900 shares $182.63 +18.8% since trade filed Jan 22, 2026 | Discretionary sale | 1,900 | $182.63 | $347K | +18.8% | Jan 22, 2026 |
| Jan 20, 2026 | SAPERSTEIN ANDREW M (Officer) 3,700 shares $185.91 +16.7% since trade filed Jan 22, 2026 | Discretionary sale | 3,700 | $185.91 | $688K | +16.7% | Jan 22, 2026 |
| Jan 20, 2026 | SAPERSTEIN ANDREW M (Officer) 5,990 shares $184.13 +17.8% since trade filed Jan 22, 2026 | Discretionary sale | 5,990 | $184.13 | $1.1M | +17.8% | Jan 22, 2026 |
| Jan 20, 2026 | SAPERSTEIN ANDREW M (Officer) 6,810 shares $184.94 +17.3% since trade filed Jan 22, 2026 | Discretionary sale | 6,810 | $184.94 | $1.3M | +17.3% | Jan 22, 2026 |
| Jan 20, 2026 | SAPERSTEIN ANDREW M (Officer) 11K shares $181.85 +19.3% since trade filed Jan 22, 2026 | Discretionary sale | 11K | $181.85 | $2.1M | +19.3% | Jan 22, 2026 |
| Jan 20, 2026 | GROSSMAN ERIC F (Officer) 22K shares $184.00 +17.9% since trade filed Jan 22, 2026 | Discretionary sale | 22K | $184.00 | $4.0M | +17.9% | Jan 22, 2026 |
| Jan 20, 2026 | Pizzi Michael A. (Officer) 20K shares $184.55 +17.5% since trade filed Jan 22, 2026 | Discretionary sale | 20K | $184.55 | $3.7M | +17.5% | Jan 22, 2026 |
| Jan 20, 2026 | CRAWLEY MANDELL (Officer) 400 shares $182.73 +18.7% since trade filed Jan 22, 2026 | Discretionary sale | 400 | $182.73 | $73K | +18.7% | Jan 22, 2026 |
| Jan 20, 2026 | CRAWLEY MANDELL (Officer) 1,001 shares $184.90 +17.3% since trade filed Jan 22, 2026 | Discretionary sale | 1,001 | $184.90 | $185K | +17.3% | Jan 22, 2026 |
| Jan 20, 2026 | CRAWLEY MANDELL (Officer) 1,238 shares $185.94 +16.6% since trade filed Jan 22, 2026 | Discretionary sale | 1,238 | $185.94 | $230K | +16.6% | Jan 22, 2026 |
| Jan 20, 2026 | CRAWLEY MANDELL (Officer) 1,700 shares $184.16 +17.8% since trade filed Jan 22, 2026 | Discretionary sale | 1,700 | $184.16 | $313K | +17.8% | Jan 22, 2026 |
| Jan 20, 2026 | CRAWLEY MANDELL (Officer) 3,521 shares $181.89 +19.2% since trade filed Jan 22, 2026 | Discretionary sale | 3,521 | $181.89 | $640K | +19.2% | Jan 22, 2026 |
| Jan 20, 2026 | YESHAYA SHARON (CFO) 16K shares $185.77 +16.8% since trade filed Jan 22, 2026 | Discretionary sale | 16K | $185.77 | $2.9M | +16.8% | Jan 22, 2026 |
| Jan 20, 2026 | SMITH CHARLES A (Officer) 8,500 shares $182.08 +19.1% since trade filed Jan 22, 2026 | Discretionary sale | 8,500 | $182.08 | $1.5M | +19.1% | Jan 22, 2026 |
| Oct 31, 2025 | PICK EDWARD (CEO) 100K shares $164.34 +32.0% since trade filed Oct 31, 2025 | Discretionary sale | 100K | $164.34 | $16M | +32.0% | Oct 31, 2025 |
| Jul 17, 2025 | SAPERSTEIN ANDREW M (Officer) 21K shares $141.28 +53.5% since trade filed Jul 18, 2025 | Discretionary sale | 21K | $141.28 | $3.0M | +53.5% | Jul 18, 2025 |
| Jul 17, 2025 | SAPERSTEIN ANDREW M (Officer) 22K shares $140.68 +54.2% since trade filed Jul 18, 2025 | Discretionary sale | 22K | $140.68 | $3.1M | +54.2% | Jul 18, 2025 |
| Jul 17, 2025 | GROSSMAN ERIC F (Officer) 12K shares $141.12 +53.7% since trade filed Jul 18, 2025 | Discretionary sale | 12K | $141.12 | $1.7M | +53.7% | Jul 18, 2025 |
| Jul 17, 2025 | Pizzi Michael A. (Officer) 18K shares $140.62 +54.2% since trade filed Jul 18, 2025 | Discretionary sale | 18K | $140.62 | $2.5M | +54.2% | Jul 18, 2025 |
| Jul 17, 2025 | SIMKOWITZ DANIEL A (Officer) 29K shares $141.13 +53.7% since trade filed Jul 18, 2025 | Discretionary sale | 29K | $141.13 | $4.1M | +53.7% | Jul 18, 2025 |
| Jul 17, 2025 | YESHAYA SHARON (CFO) 26K shares $139.81 +55.1% since trade filed Jul 18, 2025 | Discretionary sale | 26K | $139.81 | $3.6M | +55.1% | Jul 18, 2025 |
| Jul 17, 2025 | SMITH CHARLES A (Officer) 20K shares $140.30 +54.6% since trade filed Jul 18, 2025 | Discretionary sale | 20K | $140.30 | $2.8M | +54.6% | Jul 18, 2025 |
| May 12, 2025 | SIMKOWITZ DANIEL A (Officer) 29K shares $127.37 +70.3% since trade filed May 12, 2025 | Discretionary sale | 29K | $127.37 | $3.7M | +70.3% | May 12, 2025 |
| May 2, 2025 | SAPERSTEIN ANDREW M (Officer) 40K shares $120.00 +80.7% since trade filed May 2, 2025 | Discretionary sale | 40K | $120.00 | $4.8M | +80.7% | May 2, 2025 |
| May 2, 2025 | Herz Robert H (Director) 800 shares $119.32 +81.8% since trade filed May 2, 2025 | Discretionary sale | 800 | $119.32 | $95K | +81.8% | May 2, 2025 |
| Apr 15, 2025 | GROSSMAN ERIC F (Officer) 10K shares $111.65 +94.3% since trade filed Apr 16, 2025 | Discretionary sale | 10K | $111.65 | $1.1M | +94.3% | Apr 16, 2025 |
| Jan 22, 2025 | CRAWLEY MANDELL (Officer) 8,312 shares $138.06 +57.1% since trade filed Jan 23, 2025 | Discretionary sale | 8,312 | $138.06 | $1.1M | +57.1% | Jan 23, 2025 |
| Jan 21, 2025 | SAPERSTEIN ANDREW M (Officer) 100 shares $137.61 +57.6% since trade filed Jan 23, 2025 | Discretionary sale | 100 | $137.61 | $14K | +57.6% | Jan 23, 2025 |
| Jan 21, 2025 | SAPERSTEIN ANDREW M (Officer) 12K shares $136.99 +58.3% since trade filed Jan 23, 2025 | Discretionary sale | 12K | $136.99 | $1.6M | +58.3% | Jan 23, 2025 |
| Jan 21, 2025 | SAPERSTEIN ANDREW M (Officer) 19K shares $136.07 +59.4% since trade filed Jan 23, 2025 | Discretionary sale | 19K | $136.07 | $2.6M | +59.4% | Jan 23, 2025 |
| Jan 21, 2025 | GROSSMAN ERIC F (Officer) 13K shares $136.20 +59.2% since trade filed Jan 23, 2025 | Discretionary sale | 13K | $136.20 | $1.8M | +59.2% | Jan 23, 2025 |
| Jan 21, 2025 | Pizzi Michael A. (Officer) 18K shares $136.92 +58.4% since trade filed Jan 23, 2025 | Discretionary sale | 18K | $136.92 | $2.5M | +58.4% | Jan 23, 2025 |
| Jan 21, 2025 | SIMKOWITZ DANIEL A (Officer) 15K shares $137.20 +58.1% since trade filed Jan 23, 2025 | Discretionary sale | 15K | $137.20 | $2.0M | +58.1% | Jan 23, 2025 |
| Jan 21, 2025 | SIMKOWITZ DANIEL A (Officer) 22K shares $136.22 +59.2% since trade filed Jan 23, 2025 | Discretionary sale | 22K | $136.22 | $3.0M | +59.2% | Jan 23, 2025 |
| Jan 21, 2025 | AKRAM RAJA (CFO) 18K shares $136.01 +59.5% since trade filed Jan 23, 2025 | Discretionary sale | 18K | $136.01 | $2.4M | +59.5% | Jan 23, 2025 |
| Oct 17, 2024 | LUCZO STEPHEN J (Director) 60K shares $119.17 +82.0% since trade filed Oct 18, 2024 | Discretionary sale | 60K | $119.17 | $7.2M | +82.0% | Oct 18, 2024 |
| Jul 26, 2024 | CRAWLEY MANDELL (Officer) 3,500 shares $105.25 +106.1% since trade filed Jul 26, 2024 | Discretionary sale | 3,500 | $105.25 | $368K | +106.1% | Jul 26, 2024 |
| Jul 19, 2024 | YESHAYA SHARON (CFO) 16K shares $104.00 +108.5% since trade filed Jul 19, 2024 | Discretionary sale | 16K | $104.00 | $1.6M | +108.5% | Jul 19, 2024 |
| Jul 18, 2024 | AKRAM RAJA (CFO) 7,500 shares $106.37 +103.9% since trade filed Jul 19, 2024 | Discretionary sale | 7,500 | $106.37 | $798K | +103.9% | Jul 19, 2024 |
| Jul 17, 2024 | GORMAN JAMES P (Officer) 200K shares $105.06 +106.4% since trade filed Jul 19, 2024 | Discretionary sale | 200K | $105.06 | $21M | +106.4% | Jul 19, 2024 |
| Jul 17, 2024 | Herz Robert H (Director) 139 shares $106.63 +103.4% since trade filed Jul 19, 2024 | Discretionary sale | 139 | $106.63 | $15K | +103.4% | Jul 19, 2024 |
“Since trade” compares with the latest insider-implied price, not a market quote: these pages are built from filings alone. A role here is the one on that day's Form 4, so somebody promoted since appears under both titles.
Filing hygiene
176 Forms 4, 3 years
1 filed late
1 amendments
1.4 avg. days to file
How to read this
A Form 4 transaction code decides everything. P is an open-market purchase and S an open-market sale; those two are the only codes where an insider chose to trade. A is a grant, M an option exercise or vesting, F shares withheld to cover tax, G a gift. Most “insiders dumped billions” headlines are code F and M mechanics.
Sales flagged 10b5-1 run on a plan the insider adopted in advance; since 2023 every Form 4 carries that flag. Buys have historically predicted returns, sales mostly have not, and this page states filings, not advice.