๐ต๏ธ Morgan Stanley ($MS-PI)
SEC insider & ownership activity, last 12 months ยท CIK 895421 ยท every row links its SEC filing
Over the last 12 months insiders sold $68.0M with no open-market buying against it. Edward Pick sold $16.4M in discretionary trades (Oct). No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
0 buyers, $0 (0 lots) ยท 8 sellers, $68.0M (33 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Edward Pick | 0 | โ | 1 | $16.4M | Oct 31, 2025 |
| Andy Saperstein | 0 | โ | 12 | $15.3M | Apr 16, 2026 |
| Michael A. Pizzi Revocable Trust | 0 | โ | 3 | $8.9M | Jul 17, 2026 |
| Daniel A. Simkowitz | 0 | โ | 2 | $8.8M | Apr 17, 2026 |
| Sharon Yeshaya | 0 | โ | 3 | $6.4M | Jul 16, 2026 |
| Eric F Grossman | 0 | โ | 3 | $6.1M | Apr 20, 2026 |
| Mandell L Crawley | 0 | โ | 8 | $4.5M | Apr 16, 2026 |
| Charles A. Smith | 0 | โ | 1 | $1.5M | Jan 20, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Mitsubishi UFJ Financial Group, Inc. | 24.1% | 13D | Jul 15, 2026 | filing โ | |
| Vanguard Capital Management | 5.7% | 13G | Apr 30, 2026 | filing โ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| MARY L Schapiro REV Trust | $212K | Jul 28, 2026 | filing โ |
| Morgan Stanley Smith Barney LLC | $869K | Jul 20, 2026 | filing โ |
| Michael A. Pizzi Revocable Trust | $5.2M | Jul 17, 2026 | filing โ |
| Sharon Yeshaya | $3.5M | Jul 16, 2026 | filing โ |
| Morgan Stanley Smith Barney LLC | $531K | Apr 20, 2026 | filing โ |
| Eric F Grossman | $2.1M | Apr 20, 2026 | filing โ |
| Daniel A. Simkowitz | $2.8M | Apr 17, 2026 | filing โ |
| Mandell L Crawley | $3.0M | Apr 16, 2026 | filing โ |
| Andy Saperstein | $9.7M | Apr 16, 2026 | filing โ |
| Daniel A. Simkowitz | $6.0M | Jan 30, 2026 | filing โ |
| Mandell L Crawley | $1.4M | Jan 20, 2026 | filing โ |
| Sharon Yeshaya | $2.9M | Jan 20, 2026 | filing โ |
| Michael A. Pizzi Revocable Trust | $3.7M | Jan 20, 2026 | filing โ |
| Eric F Grossman | $4.0M | Jan 20, 2026 | filing โ |
| Andy Saperstein | $5.6M | Jan 20, 2026 | filing โ |
| Charles A. Smith | $1.5M | Jan 20, 2026 | filing โ |
| Morgan Stanley Smith Barney LLC | $570K | Jan 20, 2026 | filing โ |
| Edward Pick | $16.4M | Oct 31, 2025 | filing โ |
| Morgan Stanley Smith Barney LLC | $531K | Oct 17, 2025 | filing โ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Earnings (2.02) | Jul 15, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Jul 15, 2026 | filing โ |
| Other events (8.01) | Jun 24, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Jun 24, 2026 | filing โ |
| Shareholder vote (5.07) | May 14, 2026 | filing โ |
| Earnings (2.02) | Apr 15, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Apr 15, 2026 | filing โ |
| Other events (8.01) | Feb 11, 2026 | filing โ |
| Earnings (2.02) | Jan 15, 2026 | filing โ |
| Reg FD disclosure (7.01) | Jan 15, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Jan 15, 2026 | filing โ |
| Earnings (2.02) | Oct 15, 2025 | filing โ |
| Financial Statements and Exhibits (9.01) | Oct 15, 2025 | filing โ |
| Other events (8.01) | Sep 30, 2025 | filing โ |
| Financial Statements and Exhibits (9.01) | Sep 30, 2025 | filing โ |
| Other events (8.01) | Sep 23, 2025 | filing โ |
| Financial Statements and Exhibits (9.01) | Sep 23, 2025 | filing โ |