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Insider Trading Intelligence
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DS

Daniel A. Simkowitz

MS
HEAD OF INVESTMENT MANAGEMENT · MORGAN STANLEY · CIK 0001680385
FILING MIX · LIFETIME31%/69%
BUYS
16
SELLS
35
TOTAL VALUE
$93.97M
COMPANIES
1
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
365,802
AVG SELL PX
$110.39
TRADE KIND
SHOWING 51 / 51
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
14 backtested trades · 8 horizons · 13 pending
Forward-return performance of every backtestable P/S trade by Daniel A. Simkowitz, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d14+42.86%+0.41%+0.72%-0.32%-0.04%—
14d14+35.71%+0.12%+0.90%-0.78%-0.17%—
30d14+50.00%-1.36%+0.61%-1.97%-1.25%—
60d14+71.43%-4.57%+0.46%-5.03%-6.30%—
90d14(1 pending)+61.54%-5.13%+0.30%-5.43%-8.05%—
180d14(2 pending)+50.00%+4.24%+8.87%-4.63%-5.41%—
1y14(3 pending)+45.45%+11.35%+16.74%-5.39%+5.36%—
2y14(7 pending)+14.29%+32.94%+39.57%-6.63%-9.92%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
MS · 365,802.079 shares · as of Apr 17, 2026
0135,301270,603405,904541,205202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 16 buys / 35 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
MS
MORGAN STANLEY
SALEGRANT
Gift
8,000——380,492.079Apr 17, 2026Apr 17, 2026 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
14,690$189.24$2.78M365,802.079Apr 17, 2026Apr 17, 2026 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
32,865——406,667.079Mar 12, 2026Mar 13, 2026 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
18,175$160.89$2.92M388,492.079Mar 12, 2026Mar 13, 2026 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
32,865——391,977.079Feb 19, 2026Feb 20, 2026 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
18,175$176.59$3.21M373,802.079Feb 19, 2026Feb 20, 2026 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
32,968$182.61$6.02M357,342.406Jan 30, 2026Jan 30, 2026 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
35,435$191.23$6.78M390,310.406Jan 16, 2026Jan 16, 2026 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
39,994.09——425,745.406Jan 16, 2026Jan 16, 2026 ↗View →
MS
MORGAN STANLEY
SALEGRANT
Gift
10,000——383,757.251Oct 29, 2025Oct 31, 2025 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
29,000$141.13$4.09M399,104.921Jul 17, 2025Jul 18, 2025 ↗View →
MS
MORGAN STANLEY
SALEGRANT
Gift
7,559——391,545.921Jul 17, 2025Jul 18, 2025 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
29,013$127.37$3.70M425,853.557May 12, 2025May 12, 2025 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
64,908——490,761.557Feb 21, 2025Feb 21, 2025 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
35,895$134.34$4.82M454,866.557Feb 21, 2025Feb 21, 2025 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
14,520$137.20$1.99M423,729.097Jan 21, 2025Jan 23, 2025 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
22,111$136.22$3.01M438,249.097Jan 21, 2025Jan 23, 2025 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
51,256.66——499,238.097Jan 17, 2025Jan 17, 2025 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
38,878$135.81$5.28M460,360.097Jan 17, 2025Jan 17, 2025 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
40,000$106.54$4.26M442,522.397Jul 17, 2024Jul 19, 2024 ↗View →
MS
MORGAN STANLEY
SALEGRANT
Gift
20,000——479,692.069May 14, 2024May 16, 2024 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
41,513$85.46$3.55M499,692.069Feb 22, 2024Feb 23, 2024 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
75,067——541,205.069Feb 22, 2024Feb 23, 2024 ↗View →
MS
MORGAN STANLEY
SALE
Co-President
44,691$85.97$3.84M462,848.481Jan 17, 2024Jan 19, 2024 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
80,808.84——507,539.481Jan 17, 2024Jan 19, 2024 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
111,938.36——423,154.898Oct 25, 2023Oct 27, 2023 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
37,608$93.78$3.53M319,040.412Jul 20, 2023Jul 21, 2023 ↗View →
MS
MORGAN STANLEY
SALEGRANT
Gift
10,000——309,040.412Jul 20, 2023Jul 21, 2023 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
46,530$97.94$4.56M354,604.427Feb 24, 2023Feb 24, 2023 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
84,138——401,134.427Feb 24, 2023Feb 24, 2023 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
8,077$96.54$779.7K315,320.941Jan 31, 2023Feb 1, 2023 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
15,133$96.20$1.46M323,397.941Jan 30, 2023Feb 1, 2023 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
39,238$96.95$3.80M354,202.941Jan 18, 2023Jan 20, 2023 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
22,837$97.08$2.22M393,440.941Jan 18, 2023Jan 20, 2023 ↗View →
MS
MORGAN STANLEY
SALEGRANT
Gift
10,000——338,530.941Jan 18, 2023Jan 20, 2023 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
5,672$97.72$554.3K348,530.941Jan 18, 2023Jan 20, 2023 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
61,992.65——416,277.941Jan 18, 2023Jan 20, 2023 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
100,474——404,784.084Feb 24, 2022Feb 25, 2022 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
55,564$93.55$5.20M349,220.084Feb 24, 2022Feb 25, 2022 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
18,414$102.56$1.89M302,996.286Jan 31, 2022Feb 2, 2022 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
17,394$95.73$1.67M321,410.286Jan 20, 2022Jan 21, 2022 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
68,043.21——338,804.286Jan 20, 2022Jan 21, 2022 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
73,162$80.06$5.86M267,914.724Apr 19, 2021Apr 21, 2021 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
34,410$78.43$2.70M341,076.724Feb 26, 2021Feb 26, 2021 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
64,658——375,486.724Feb 26, 2021Feb 26, 2021 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
79,976.54——326,525.23Jan 21, 2021Jan 22, 2021 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
16,440$74.84$1.23M310,085.23Jan 21, 2021Jan 22, 2021 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
27,150$45.41$1.23M244,031.139Feb 28, 2020Feb 28, 2020 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
51,016——271,181.139Feb 28, 2020Feb 28, 2020 ↗View →
MS
MORGAN STANLEY
SALE
Head of Investment Management
18,504$56.44$1.04M219,464.443Jan 17, 2020Jan 17, 2020 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
42,376.3——237,968.443Jan 17, 2020Jan 17, 2020 ↗View →
Other insiders · MS
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About this filer
CIK 0001680385
ROLE
Head of Investment Management
PRIMARY
MS
COMPANIES
1
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001680385DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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