Morgan Stanley (MS-PA) Insider Ownership

Historic Insider Ownership Trends

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares (Direct) Shares (Indirect) Report Date
Edward Pick Chairman And Ceo 666,249 0 13 Mar, 2026
Edward Pick Chairman And Ceo 666,249 0 13 Mar, 2026
Jonathan Pruzan Chief Operating Officer 406,985 0 20 Jan, 2023
Jonathan Pruzan Chief Operating Officer 406,985 0 20 Jan, 2023
James P Gorman Executive Chairman 406,351 0 26 Jul, 2024
Daniel A Simkowitz Co President 388,492 0 13 Mar, 2026
Daniel A Simkowitz Co President 365,802 0 17 Apr, 2026
Keishi Hotsuki Chief Risk Officer 339,211 0 24 Feb, 2023
Andrew M Saperstein Co President 282,142 0 17 Apr, 2026
Robert P Rooney Head Of Tech/Ops/Resilience 253,946 0 21 Jan, 2022
Robert P Rooney Head Of Tech/Ops/Resilience 253,946 0 21 Jan, 2022
Eric F Grossman Chief Legal/Admin Officer 169,403 0 20 Apr, 2026
Sharon Yeshaya Chief Financial Officer 151,659 0 13 Mar, 2026
Sharon Yeshaya Chief Financial Officer 142,487 9,172 17 Apr, 2026
James P Gorman Executive Chairman 0 150,000 19 Jul, 2024
Michael A. Pizzi Head Technology Operations 145,467 0 13 Mar, 2026
Michael A. Pizzi Head Technology Operations 145,467 0 13 Mar, 2026
Stephen J Luczo - 0 138,363 18 Oct, 2024
Thomas H Glocer - 121,423 0 02 Dec, 2025
Charles A Smith Chief Risk Officer 119,128 0 22 Jan, 2026
Charles A Smith Chief Risk Officer 119,128 0 22 Jan, 2026
Robert H Herz - 99,432 0 03 Jun, 2025
Perry M Traquina - 88,666 0 02 Dec, 2025
Perry M Traquina - 88,666 0 02 Dec, 2025
Raja Akram Deputy Chief Financial Officer 81,440 0 23 Jan, 2025
Rayford Jr Wilkins - 75,925 0 03 Jun, 2025
Rayford Jr Wilkins - 75,925 0 03 Jun, 2025
Judith A Miscik - 64,288 0 03 Jun, 2025
Mandell Crawley Chief Client Officer 61,476 0 17 Apr, 2026
Shelley B Leibowitz - 46,883 0 07 Nov, 2025
Dennis M Nally - 45,137 0 02 Dec, 2025
Dennis M Nally - 45,137 0 02 Dec, 2025
Mary L Schapiro - 39,647 0 03 Jun, 2025
Mary L Schapiro - 39,647 0 03 Jun, 2025
Alistair Darling - 37,783 0 02 Jun, 2023
Elizabeth Corley - 26,599 0 25 Apr, 2022
Stephen J Luczo - 17,343 0 03 Jan, 2025
Victoria Worster Chief Accounting Officer 13,165 0 16 Jan, 2026
Victoria Worster Chief Accounting Officer 13,165 0 16 Jan, 2026
Erika H James - 11,845 0 22 Jan, 2026
Douglas L. Peterson - 10,060 0 02 Dec, 2025
Douglas L. Peterson - 10,060 0 02 Dec, 2025
Megan Butler - 4,624 0 03 Jun, 2025
Lynn J Good - 1,896 0 02 Dec, 2025

* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
20 Apr, 2026 Eric F Grossman Common Stock D 5,559 $190.00 174,962 D S
20 Apr, 2026 Eric F Grossman Common Stock D 5,559 $191.50 169,403 D S
17 Apr, 2026 Daniel A Simkowitz Common Stock D 8,000 $0.00 380,492 D G
16 Apr, 2026 Mandell Crawley Common Stock D 2,546 $187.25 76,112 D S
16 Apr, 2026 Andrew M Saperstein Common Stock D 6,584 $187.20 327,226 D S
16 Apr, 2026 Sharon Yeshaya Common Stock D 9,172 $0.00 142,487 D G
16 Apr, 2026 Andrew M Saperstein Common Stock D 33,541 $188.37 293,685 D S
16 Apr, 2026 Mandell Crawley Common Stock D 13,283 $188.38 62,829 D S
16 Apr, 2026 Sharon Yeshaya Common Stock A 9,172 $0.00 9,172 I G
17 Apr, 2026 Daniel A Simkowitz Common Stock D 14,690 $189.24 365,802 D S
16 Apr, 2026 Andrew M Saperstein Common Stock D 6,353 $189.15 287,332 D S
16 Apr, 2026 Mandell Crawley Common Stock D 300 $189.05 62,529 D S
16 Apr, 2026 Mandell Crawley Common Stock D 1,053 $0.00 61,476 D G
16 Apr, 2026 Andrew M Saperstein Common Stock D 1,400 $190.44 285,932 D S
16 Apr, 2026 Andrew M Saperstein Common Stock D 3,190 $191.30 282,742 D S
16 Apr, 2026 Andrew M Saperstein Common Stock D 600 $192.12 282,142 D S
12 Mar, 2026 Edward Pick Common Stock A 60,897 $0.00 699,926 D A
12 Mar, 2026 Daniel A Simkowitz Common Stock A 32,865 $0.00 406,667 D A
12 Mar, 2026 Michael A. Pizzi Common Stock A 16,432 $0.00 153,367 D A
12 Mar, 2026 Sharon Yeshaya Common Stock A 17,399 $0.00 161,281 D A