Daniel A Simkowitz - Net Worth and Insider Trading
Daniel A Simkowitz Net Worth
The estimated net worth of Daniel A Simkowitz is at least $58 Million dollars as of 2024-11-29. Daniel A Simkowitz is the Co-President of Morgan Stanley and owns about 444,244 shares of Morgan Stanley (MS) stock worth over $58 Million. Details can be seen in Daniel A Simkowitz's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Daniel A Simkowitz has not made any transactions after 2024-07-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Daniel A Simkowitz
Daniel A Simkowitz Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Daniel A Simkowitz owns 2 companies in total, including Morgan Stanley (PEL) , and Morgan Stanley (MS) .
Click here to see the complete history of Daniel A Simkowitz’s form 4 insider trades.
Insider Ownership Summary of Daniel A Simkowitz
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| PEL | Morgan Stanley | 2020-02-28 | Head of Investment Management |
| MS | Morgan Stanley | 2024-07-17 | Head of Investment Management |
Daniel A Simkowitz Latest Holdings Summary
Daniel A Simkowitz currently owns a total of 1 stock. Daniel A Simkowitz owns 444,244 shares of Morgan Stanley (MS) as of July 17, 2024, with a value of $58 Million.
Latest Holdings of Daniel A Simkowitz
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MS | Morgan Stanley | 2024-07-17 | 444,244 | 131.21 | 58,289,255 |
Holding Weightings of Daniel A Simkowitz
Daniel A Simkowitz Form 4 Trading Tracker
According to the SEC Form 4 filings, Daniel A Simkowitz has made a total of 5 transactions in Morgan Stanley (MS) over the past 5 years, including 0 buys and 5 sells. The most-recent trade in Morgan Stanley is the sale of 40,000 shares on July 17, 2024, which brought Daniel A Simkowitz around $4 Million.
Insider Trading History of Daniel A Simkowitz
- 1
Daniel A Simkowitz Trading Performance
GuruFocus tracks the stock performance after each of Daniel A Simkowitz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Daniel A Simkowitz is -6.56%. GuruFocus also compares Daniel A Simkowitz's trading performance to market benchmark return within the same time period. The performance of stocks bought by Daniel A Simkowitz within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Daniel A Simkowitz's insider trading performs compared to the benchmark.
Performance of Daniel A Simkowitz
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -7.72 | | | | | |
| Relative Return to S&P 500(%) | -6.15 | | | | | |
Daniel A Simkowitz Ownership Network
Daniel A Simkowitz Owned Company Details
What does Morgan Stanley do?
Who are the key executives at Morgan Stanley?
Daniel A Simkowitz is the Head of Investment Management of Morgan Stanley. Other key executives at Morgan Stanley include Head of Wealth Management Andrew M Saperstein , Head of Tech/Ops/Resilience Robert P Rooney , and Chief Risk Officer Keishi Hotsuki .
Morgan Stanley (PEL) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Morgan Stanley (PEL) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Morgan Stanley (PEL) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Morgan Stanley (PEL)'s detailed insider trading history can be found in Insider Trading Tracker table.
Morgan Stanley Insider Transactions
Daniel A Simkowitz Mailing Address
Above is the net worth, insider trading, and ownership report for Daniel A Simkowitz. You might contact Daniel A Simkowitz via mailing address: C/o Morgan Stanley, 1585 Broadway, New York Ny 10036.
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