SIMKOWITZ DANIEL A (Head of Investment Management) sold 3.9% of their position (14.69K shares) of MORGAN STANLEY on the open market
Open‑market sale worth $2.78M — a minor trim. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 4/17/2026ACC: 0001628280-26-025796
Officer· Head of Investment Management
Since Jan 2019
-22.69K
Net shares
Net seller
$2.78M
Total sold
1
Open market trades
0B · 1S
2
Total transactions
22.69K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
−8K
Price / share
—
Trade value
—
% of position
2.1%
4/17/2026
388.49K→380.49K
Common Stock
Direct
Shares
−14.69K
Price / share
$189.24
Trade value
$2.78M
% of position
3.9%
4/17/2026
380.49K→365.80K
Total
Net shares
−22.69K
Net value
-$2.78M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 4/17/2026 | G · Gift | −8K | — | — | 2.1% | 388.49K | 380.49K |
| Common Stock Direct | 4/17/2026 | S · Sale | −14.69K | $189.24 | $2.78M | 3.9% | 380.49K | 365.80K |
| Total | −22.69K | -$2.78M | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)1
Common Stock
IndirectShares owned1.81K
Total
1.81K indirect1.81K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 1.81K | Indirect |
| Total | 1.81K | 1.81K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported