SIMKOWITZ DANIEL A

Co-President Simkowitz sells 14,690 MS shares at $189.24; holds 365,802 post-transaction amid +18.8% 30-day rally.

Daniel A. Simkowitz, Co-President of Morgan Stanley, sold 14,690 shares for $2,779,987.02 on 2026-04-17 at $189.24, reducing holdings by 3.9% to 365,802 shares. This sale follows a strong 30-day gain of 18.8% in the stock and occurs near the 52-week high of $191.62. Across his prior trades at Morgan Stanley, Simkowitz achieved well-timed outcomes on 2 of 4 measurable 90-day intervals, with mixed results: his five prior MS transactions produced 90-day returns ranging from -22.5% to +15.2%. At the cross-ticker level, his historical sells have shown a 50% well-timed rate with an average 90-day return of -5.3%, suggesting modest predictive value in his market timing. The company's fundamentals remain solid—$4.6B net income, +14.4% annual revenue growth, and a P/E of 15.26—so the transaction itself does not indicate fundamental deterioration.

Co-President Simkowitz sold 32,968 shares of MS at $182.61 (Jan 30, 2026); holds 357,342 post-transaction.

Daniel Simkowitz, Co-President of Morgan Stanley, sold 32,968 shares for $6,020,312.85, reducing his holdings by 8.4% to 357,342 shares. The sale at $182.61 occurred when MS stock was trading 4.4% below its 52-week high of $191.23 and has since appreciated 3.0% over 30 days and 11.5% over 90 days. His prior sales at Morgan Stanley show a 40% well-timed rate at the 90-day mark (2 of 5 prior sells preceded declines), with mixed outcomes—two prior 2025 sales showed positive returns after sale (+2.5%, +3.5%), while two January 2025 sales preceded notable declines (-22.0%, -22.5%). Morgan Stanley's fundamentals remain solid with Q latest revenue of $18,224,000,000.00, net income of $4,610,000,000.00, and annual growth of +14.1%, trading at a P/E of 17.96. The transaction itself is moderate in scope relative to his total position, and timing outcomes at this ticker have been inconsistent.

Co-President SIMKOWITZ DANIEL A sold 29,000 MS shares at $141.13; retains 391,545 shares post-transaction.

SIMKOWITZ DANIEL A sold 29,000 shares (29.0K shares) of Morgan Stanley at $141.13 on 2025-07-17, reducing his holdings by -6.9%, while retaining 391,545 shares. His cross-ticker track record shows 75.00% well-timed rate at the 90-day mark across 5 prior sells, with an average 90d return of -14.8%, and his same-ticker history at MS shows 3 of 4 prior measurable sells were well-timed at 90-day horizons. However, the current transaction occurred when MS stock was near its 52-week high of $144.14, down only -2.3% from that peak, and is up 6.3% over the prior 30 days and 29.0% over the prior 90 days. This sale pattern—executed near resistance after a strong quarterly gain—is consistent with his historical behavior, though the stock's strong recent momentum and elevated valuation context (P/E: 15.81, annual revenue growth of +14.1%) suggest the timing narrative requires observation of subsequent price action to confirm alignment with his past execution pattern.

Co-President SIMKOWITZ DANIEL A sold 29,013 shares of MS at $127.37 on 2025-05-12 for $3,695,519.27

SIMKOWITZ sold 29,013 shares (6.4% of his pre-transaction holdings of 454,866 shares), leaving him with 425,853 shares remaining. His prior trades at Morgan Stanley show a strong pattern: 3 of 4 prior sells were well-timed at the 90-day mark, with negative 90-day returns following the sale on 2025-01-21 (-22.0% and -22.5%), and on 2023-07-20 (-20.2%), indicating he has historically exited before declines. His cross-ticker track record across all holdings demonstrates a 75.00% well-timed rate with an average 90-day return of -14.8% following his sells, suggesting systematic skill in timing exits. Morgan Stanley's fundamentals remain solid with $17.7B quarterly revenue, $4.3B net income, and 14.1% annual revenue growth, trading at a P/E of 14.26 and a market cap of $203.8B, so this sale does not reflect balance sheet deterioration. The stock is currently 9.9% below its 52-week high, and this month's transaction occurs within the context of prior disciplined portfolio management at this specific holding.

MS Co-President SIMKOWITZ sells 36,631 shares for $5,004,068.77 on 2025-01-21 at $136.61 blended average

Co-President Daniel A. Simkowitz executed 2 separate sales totaling 36,631 shares for $5,004,068.77 at a blended average price of $136.61, reducing his holdings from 460,360 to 423,729 shares (-8.0%). The stock currently trades at $137.80, just 0.0% from its 52-week high of $137.87, having appreciated 8.4% over 30 days and 17.9% over 90 days. His prior trades at Morgan Stanley have shown mixed timing outcomes: a July 2024 sale saw the stock gain 5.3% over 90 days (poorly timed), while his July 2023 sale preceded a 20.2% decline over 90 days (well-timed). His cross-ticker track record shows a 50.00% well-timed rate across 2 prior sales with an average 90-day return of -7.4%. The transaction occurs with MS trading near all-time highs, fundamentals solid (P/E 19.83, $15.4B quarterly revenue, $3.2B net income, +0.9% annual growth), providing limited basis to infer directional conviction from the sale timing alone.

Co-President Daniel Simkowitz sells 40,000 MS shares at $106.54; stock now at $102.09, -4.6% from 52-week high.

Simkowitz sold 40,000 shares (8.3% of his pre-transaction holdings) at $106.54 on 2024-07-17, reducing his stake to 442,522 shares. The sale occurred near the 52-week high of $106.96, with the stock since declining to $102.09 (-4.6% from peak). His sole prior sale of MS stock on 2023-07-20 was well-timed: it preceded a 90-day decline of -20.2%, and his cross-ticker track record shows a 100.00% well-timed rate across 1 prior sell with an average 90-day return of -20.2%. The current sale's execution at near-highs aligns with his demonstrated pattern of selling into strength before subsequent declines, though current 30-day performance is positive (+4.6%) and the stock remains near levels within its recent recovery range.