Daniel A Simkowitz - Net Worth and Insider Trading

Daniel A Simkowitz Net Worth

The estimated net worth of Daniel A Simkowitz is at least $57 Million dollars as of 2024-11-08. Daniel A Simkowitz is the Co-President of Morgan Stanley and owns about 444,244 shares of Morgan Stanley (MS) stock worth over $57 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.

GuruFocus Premium Membership
30 Years of Financial Data on One Screen
Unlimited Filters in All-in-One Stock Screener
Exclusive Earnings Calls & Stock Analysis
Customizable Stock Dashboard
Real-Time Insider Trading Alerts
8,000+ Institutional Investors’ 13F Holdings
Excel & Google Sheets Integration
Downloadable Data
Quick Customer Support
And Much More...

Transaction Summary of Daniel A Simkowitz

To

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 $57 Million.

Latest Holdings of Daniel A Simkowitz

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
MS Morgan Stanley 2024-07-17 444,244 128.44 57,058,699

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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Daniel A Simkowitz

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
0 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -7.72 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -6.15 LIMIT LIMIT LIMIT LIMIT LIMIT

Daniel A Simkowitz Ownership Network

Ownership Network List of Daniel A Simkowitz

No Data

Ownership Network Relation of Daniel A Simkowitz

Insider Network Chart

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.

To

Morgan Stanley Insider Transactions

No Available Data

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.