| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 31 | +25.81% | -0.28% | +0.39% | -0.66% | -0.26% | -1.71 |
| 14d | 31 | +38.71% | +0.16% | +1.01% | -0.86% | -0.68% | -1.87 |
| 30d | 31 | +51.61% | -0.75% | +1.88% | -2.63% | -2.18% | -3.29 |
| 60d | 31 | +51.61% | -0.32% | +1.15% | -1.47% | -3.07% | -1.04 |
| 90d | 31(6 pending) | +40.00% | -0.93% | +1.10% | -2.03% | +0.13% | — |
| 180d | 31(12 pending) | +26.32% | +11.84% | +8.00% | +3.84% | +4.62% | — |
| 1y | 31(14 pending) | +29.41% | +27.61% | +15.55% | +12.06% | +19.52% | — |
| 2y | 31(18 pending) | +23.08% | +45.55% | +29.52% | +16.02% | +10.05% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| MS MORGAN STANLEY | SALE Co-President | 600 | $192.12 | $115.3K | 282,142.385 | Apr 16, 2026 | Apr 17, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 6,584 | $187.20 | $1.23M | 327,226.385 | Apr 16, 2026 | Apr 17, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 33,541 | $188.37 | $6.32M | 293,685.385 | Apr 16, 2026 | Apr 17, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 3,190 | $191.30 | $610.2K | 282,742.385 | Apr 16, 2026 | Apr 17, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 1,400 | $190.44 | $266.6K | 285,932.385 | Apr 16, 2026 | Apr 17, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 6,353 | $189.15 | $1.20M | 287,332.385 | Apr 16, 2026 | Apr 17, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 26,943 | $160.89 | $4.33M | 333,810.385 | Mar 12, 2026 | Mar 13, 2026 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 52,777 | — | — | 360,753.385 | Mar 12, 2026 | Mar 13, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 26,943 | $176.59 | $4.76M | 307,976.385 | Feb 19, 2026 | Feb 20, 2026 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 52,777 | — | — | 334,919.385 | Feb 19, 2026 | Feb 20, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 11,430 | $181.85 | $2.08M | 299,380.994 | Jan 20, 2026 | Jan 22, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 3,700 | $185.91 | $687.9K | 280,980.994 | Jan 20, 2026 | Jan 22, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 6,810 | $184.94 | $1.26M | 284,680.994 | Jan 20, 2026 | Jan 22, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 500 | $186.60 | $93.3K | 280,480.994 | Jan 20, 2026 | Jan 22, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 1,900 | $182.63 | $347.0K | 297,480.994 | Jan 20, 2026 | Jan 22, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 5,990 | $184.13 | $1.10M | 291,490.994 | Jan 20, 2026 | Jan 22, 2026 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 39,994.09 | — | — | 338,075.994 | Jan 16, 2026 | Jan 16, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 27,265 | $191.23 | $5.21M | 310,810.994 | Jan 16, 2026 | Jan 16, 2026 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 21,359 | $141.28 | $3.02M | 0 | Jul 17, 2025 | Jul 18, 2025 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 22,207 | $140.68 | $3.12M | 21,359 | Jul 17, 2025 | Jul 18, 2025 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 40,000 | $120.00 | $4.80M | 335,765.219 | May 2, 2025 | May 2, 2025 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 95,655 | — | — | 424,598.219 | Feb 21, 2025 | Feb 21, 2025 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 48,833 | $134.34 | $6.56M | 375,765.219 | Feb 21, 2025 | Feb 21, 2025 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 100 | $137.61 | $13.8K | 327,007.643 | Jan 21, 2025 | Jan 23, 2025 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 11,887 | $136.99 | $1.63M | 327,107.643 | Jan 21, 2025 | Jan 23, 2025 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 18,833 | $136.07 | $2.56M | 338,994.643 | Jan 21, 2025 | Jan 23, 2025 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 27,032 | $135.81 | $3.67M | 357,827.643 | Jan 17, 2025 | Jan 17, 2025 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 51,256.66 | — | — | 384,859.643 | Jan 17, 2025 | Jan 17, 2025 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 38,323 | $85.46 | $3.28M | 326,426.976 | Feb 22, 2024 | Feb 23, 2024 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 75,067 | — | — | 364,749.976 | Feb 22, 2024 | Feb 23, 2024 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 26,655 | $87.19 | $2.32M | 286,835.335 | Feb 12, 2024 | Feb 14, 2024 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 10,000 | $87.92 | $879.2K | 313,490.335 | Jan 30, 2024 | Feb 1, 2024 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 10,000 | $84.13 | $841.3K | 323,490.335 | Jan 19, 2024 | Jan 19, 2024 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 63,609.16 | — | — | 374,454.335 | Jan 17, 2024 | Jan 19, 2024 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President | 40,964 | $85.97 | $3.52M | 333,490.335 | Jan 17, 2024 | Jan 19, 2024 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President/Head of WM | 1,238.036 | $78.31 | $97.0K | 0 | Nov 14, 2023 | Nov 16, 2023 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 111,938.36 | — | — | 307,558.187 | Oct 25, 2023 | Oct 27, 2023 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President/Head of WM | 39,254 | $93.09 | $3.65M | 193,707.763 | Jul 19, 2023 | Jul 21, 2023 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President/Head of WM | 40,940 | $97.94 | $4.01M | 231,165.805 | Feb 24, 2023 | Feb 24, 2023 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 80,194 | — | — | 272,105.805 | Feb 24, 2023 | Feb 24, 2023 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President/Head of WM | 46,226 | $98.45 | $4.55M | 0 | Feb 13, 2023 | Feb 15, 2023 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President/Head of WM | 24,556 | $98.23 | $2.41M | 190,439.631 | Feb 13, 2023 | Feb 15, 2023 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President/Head of WM | 20,301 | $97.08 | $1.97M | 214,995.631 | Jan 18, 2023 | Jan 20, 2023 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 52,197.56 | — | — | 235,296.631 | Jan 18, 2023 | Jan 20, 2023 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President/Head of WM | 30,509 | — | — | 46,226 | Aug 10, 2022 | Aug 12, 2022 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President/Head of WM | 100 | — | — | 0 | Jul 20, 2022 | Jul 21, 2022 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President/Head of WM | 45,986 | $93.55 | $4.30M | 224,705.853 | Feb 24, 2022 | Feb 25, 2022 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 90,080 | — | — | 270,691.853 | Feb 24, 2022 | Feb 25, 2022 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President/Head of WM | 17,162 | $105.70 | $1.81M | 179,413.838 | Feb 8, 2022 | Feb 9, 2022 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President/Head of WM | 15,262 | $95.73 | $1.46M | 212,046.838 | Jan 20, 2022 | Jan 21, 2022 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President/Head of WM | 15,471 | $96.80 | $1.50M | 196,575.838 | Jan 20, 2022 | Jan 21, 2022 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 52,062.42 | — | — | 227,308.838 | Jan 20, 2022 | Jan 21, 2022 ↗ | View → |
| MS MORGAN STANLEY | SALE Co-President/Head of WM | 11,465 | $92.97 | $1.07M | 173,074.63 | Jul 16, 2021 | Jul 16, 2021 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 52,782 | — | — | 209,753.227 | Feb 26, 2021 | Feb 26, 2021 ↗ | View → |
| MS MORGAN STANLEY | SALE Head of Wealth Management | 25,846 | $78.43 | $2.03M | 183,907.227 | Feb 26, 2021 | Feb 26, 2021 ↗ | View → |
| MS MORGAN STANLEY | SALE Head of Wealth Management | 19,832 | $72.55 | $1.44M | 156,238.756 | Jan 22, 2021 | Jan 22, 2021 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 79,976.54 | — | — | 199,853.756 | Jan 21, 2021 | Jan 22, 2021 ↗ | View → |
| MS MORGAN STANLEY | SALE Head of Wealth Management | 10,218 | $74.01 | $756.2K | 176,070.756 | Jan 21, 2021 | Jan 22, 2021 ↗ | View → |
| MS MORGAN STANLEY | SALE Head of Wealth Management | 13,565 | $74.84 | $1.02M | 186,288.756 | Jan 21, 2021 | Jan 22, 2021 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 100 | — | — | 100 | Oct 2, 2020 | Oct 6, 2020 ↗ | View → |
| MS MORGAN STANLEY | SALE Head of Wealth Management | 28,846 | $52.56 | $1.52M | 118,477.962 | Jul 17, 2020 | Jul 21, 2020 ↗ | View → |
| MS MORGAN STANLEY | PURCHASEGRANT Stock grant | 37,590 | — | — | 164,727.301 | Feb 28, 2020 | Feb 28, 2020 ↗ | View → |
| MS MORGAN STANLEY | SALE Head of Wealth Management | 18,407 | $45.41 | $835.9K | 146,320.301 | Feb 28, 2020 | Feb 28, 2020 ↗ | View → |