Congress Trades

Daniel A SimkowitzFiled

Co-PresidentExecutiveCIK 1680385
Net · 12 months
-$8.8M
Open-market buys − sales
Sold · 12 months
$8.8M
$0 in 90d · 7 sales on record
Bought · 12 months
$0
$0 in 90d · 0 buys on record
Under 10b5-1
0%
Share of sale value under a trading plan
Last trade
Apr 17, 2026
Filed Apr 17, 2026 · 25 rows

Monthly open-market value · 24 months Filed

  • Bought (open market)
  • Sold (open market)

Unusual activity Estimated

Whale score 80Whale watch
  • 41Exec saleJan 30, 2026

    MS President Daniel A Simkowitz sold $6M

    Details
    Insider
    Daniel A Simkowitz
    Company
    MORGAN STANLEY
    Ticker
    MS
    Tx kind
    open_market_sale
    Tx date
    Jan 30, 2026
    Shares
    32,968
    Price
    $183
    Value
    $6M
    Is 10b5 1
    No
  • 50Insider overlapAug 14, 2025

    Rep. Julie Johnson partially sold MS 28 days after its President sold $4.1M

    Details
    Politician
    Julie Johnson
    Ticker
    MS
    Asset
    Morgan Stanley Common Stock (MS)
    Tx type
    partial_sale
    Tx date
    Aug 14, 2025
    Filing date
    Sep 11, 2025
    Amount low
    $1,001
    Amount high
    $15,000
    Amount mid
    $8,001
    Disclosed range
    $1,001 - $15,000
    Reporting lag days
    28
    Is whale
    No
    Insider trade
    {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2025-07-17","shares":29000,"price":141.1251,"value":4092627.9,"is_10b5_1":false}
    Days between
    28
    Opposite side
    No
  • 50Insider overlapJul 11, 2025

    Rep. Ritchie Torres sold MS 6 days before its President sold $4.1M

    Details
    Politician
    Ritchie Torres
    Ticker
    MS
    Asset
    Morgan Stanley Common Stock (MS)
    Tx type
    sell
    Tx date
    Jul 11, 2025
    Filing date
    Aug 20, 2025
    Amount low
    $1,001
    Amount high
    $15,000
    Amount mid
    $8,001
    Disclosed range
    $1,001 - $15,000
    Reporting lag days
    40
    Is whale
    No
    Insider trade
    {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2025-07-17","shares":29000,"price":141.1251,"value":4092627.9,"is_10b5_1":false}
    Days between
    -6
    Opposite side
    No
  • 50Insider overlapMay 15, 2025

    Rep. Julie Johnson partially sold MS 3 days after its President sold $3.7M

    Details
    Politician
    Julie Johnson
    Ticker
    MS
    Asset
    Morgan Stanley Common Stock (MS)
    Tx type
    partial_sale
    Tx date
    May 15, 2025
    Filing date
    Jun 13, 2025
    Amount low
    $1,001
    Amount high
    $15,000
    Amount mid
    $8,001
    Disclosed range
    $1,001 - $15,000
    Reporting lag days
    29
    Is whale
    No
    Insider trade
    {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2025-05-12","shares":29013,"price":127.3746,"value":3695519.27,"is_10b5_1":false}
    Days between
    3
    Opposite side
    No
  • 65Insider overlapMay 14, 2025

    Rep. Marjorie Taylor Greene bought MS 2 days after its President sold $3.7M

    Details
    Politician
    Marjorie Taylor Greene
    Ticker
    MS
    Asset
    Morgan Stanley Common Stock (MS)
    Tx type
    buy
    Tx date
    May 14, 2025
    Filing date
    May 19, 2025
    Amount low
    $1,001
    Amount high
    $15,000
    Amount mid
    $8,001
    Disclosed range
    $1,001 - $15,000
    Reporting lag days
    5
    Is whale
    No
    Insider trade
    {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2025-05-12","shares":29013,"price":127.3746,"value":3695519.27,"is_10b5_1":false}
    Days between
    2
    Opposite side
    Yes
  • 65Insider overlapJan 24, 2025

    Rep. Val T. Hoyle bought MS 3 days after its President sold $3M

    Details
    Politician
    Val T. Hoyle
    Ticker
    MS
    Asset
    Morgan Stanley Common Stock (MS)
    Tx type
    buy
    Tx date
    Jan 24, 2025
    Filing date
    Sep 12, 2025
    Amount low
    $1,001
    Amount high
    $15,000
    Amount mid
    $8,001
    Disclosed range
    $1,001 - $15,000
    Reporting lag days
    231
    Is whale
    No
    Insider trade
    {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2025-01-21","shares":22111,"price":136.2176,"value":3011907.35,"is_10b5_1":false}
    Days between
    3
    Opposite side
    Yes
  • 50Insider overlapJan 24, 2025

    Rep. Julie Johnson partially sold MS 3 days after its President sold $3M

    Details
    Politician
    Julie Johnson
    Ticker
    MS
    Asset
    Morgan Stanley Common Stock (MS)
    Tx type
    partial_sale
    Tx date
    Jan 24, 2025
    Filing date
    Feb 12, 2025
    Amount low
    $1,001
    Amount high
    $15,000
    Amount mid
    $8,001
    Disclosed range
    $1,001 - $15,000
    Reporting lag days
    19
    Is whale
    No
    Insider trade
    {"insider":{"slug":"daniel-a-simkowitz","name":"Daniel A Simkowitz","title":"Co-President","short_title":"President"},"company":"MORGAN STANLEY","ticker":"MS","tx_kind":"open_market_sale","tx_date":"2025-01-21","shares":22111,"price":136.2176,"value":3011907.35,"is_10b5_1":false}
    Days between
    3
    Opposite side
    No

Transactions

Independent third-party platform; not affiliated with or endorsed by any member of Congress. Data sourced from publicly available filings and records. Portfolio, holdings, returns, and allocations are estimates and may differ from actual values. Informational and educational only; not investment advice. Shares, prices and post-transaction holdings are exactly as reported on SEC Form 4; the whale score is a model ranking of that filed activity.