SEC Form 4 reporting owner

Simkowitz Daniel A

Simkowitz Daniel A has filed 9 Form 4 transactions reported between January 16, 2026 and April 17, 2026, as Co-President of MORGAN STANLEY.

Name as filed: SIMKOWITZ DANIEL A

Open-market buys, 24 mo

None

reported

Open-market sales, 24 mo

$8.8M

2 lines

Companies

with Form 4 filings

Latest transaction

Apr 17, 2026

transaction date

Roles and reported holdings

MSMORGAN STANLEY
Jan 16, 2026 – Apr 17, 2026
Co-President
Held directly365,802 sh as of Apr 17, 2026 · Form 4
24 months: $8.8M sold

Transaction history

All 9 reported transactions, newest first. Every row links to the Form 4 on SEC EDGAR.

Date	Company	Type	Shares	Price	Value	Owned after	Filing
Apr 17, 2026	MSCo-President	Open-market saleCode S · direct	14,690	$189.24	$2.8M@ $189.24	365,802	Form 4
Apr 17, 2026	MSCo-President	GiftCode G · direct	8,000	—	—	380,492	Form 4
Mar 12, 2026	MSCo-President	Shares withheld for tax or exercise priceCode F · direct	18,175	$160.89	$2.9M@ $160.89	388,492	Form 4
Mar 12, 2026	MSCo-President	Grant or awardCode A · direct	32,865	—	—	406,667	Form 4
Feb 19, 2026	MSCo-President	Shares withheld for tax or exercise priceCode F · direct	18,175	$176.59	$3.2M@ $176.59	373,802	Form 4
Feb 19, 2026	MSCo-President	Grant or awardCode A · direct	32,865	—	—	391,977	Form 4
Jan 30, 2026	MSCo-President	Open-market saleCode S · direct	32,968	$182.61	$6.0M@ $182.61	357,342	Form 4
Jan 16, 2026	MSCo-President	Shares withheld for tax or exercise priceCode F · direct	35,435	$191.23	$6.8M@ $191.23	390,310	Form 4
Jan 16, 2026	MSCo-President	Grant or awardCode A · direct	39,994	—	—	425,745	Form 4

How this page is built

Every row comes from a Form 4 filed with the SEC, which officers, directors and holders of more than 10% of a company’s stock must file within two business days of a trade. Transactions are grouped by the reporting owner’s name as filed (spacing, capitals and punctuation ignored); two different people filing under an identical name would appear together, and one person filing under two spellings appears on two pages.

Open-market totals count code P purchases and code S sales over the last 24 months. The same trade reported on more than one filing is counted once; when another owner (for example a fund and its general partner) reports the identical trade, they are listed beside it. Holdings are the shares owned after the latest purchase, sale, gift or tax-withholding line, shown separately for direct and indirect ownership; an indirect figure is one holding line, not a total across every trust or entity.

This page describes what was filed with the SEC; it is not investment advice or a recommendation to buy or sell any security.