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MS Morgan Stanley (MS) Insider Trading, Ownership & Congress Trades

Financial Services · Security brokers, dealers & flotation companies · CIK 0000895421
Quote by TradingView
Congress · 2Form 144 · 1
Insider buyers, 180 days
0
Funds added, last quarter
1,502
13F, latest reported quarter

What the filings say about MS

Insiders, 180 days
-$8.9M net sold
3 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
2 bought · 2 sold
Latest: purchase, 2026-07-10
Planned sales (Form 144), 90 days
$534.4K
1 notice

Morgan Stanley insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, MORGAN STANLEY insiders sold a net $8.9M of stock across 115 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
SCHAPIRO MARY L
Director
SELL
2026-07-29 SECtraded 2026-07-28
1,000
$212.1K
-14.1%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 2.4% of the 40,842 shares held after it.
  • 2 other insiders sold within 30 days.
  • 1,502 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director SCHAPIRO MARY L sold about $212.1K of MS on Jul 28, 2026; 2 other insiders sold within 30 days and 1,502 funds added in the latest 13F quarter.
Pizzi Michael A.
Head Technology & Operations
SELL
2026-07-17 SEC
17,064
$3.7M
-14.4%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Jan 20, 2026.
  • The trade is 13.2% of the 128,870 shares held after it.
  • 2 other insiders sold within 30 days.
  • 1,502 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Head Technology & Operations Pizzi Michael A. sold about $3.7M of MS on Jul 17, 2026; 2 other insiders sold within 30 days and 1,502 funds added in the latest 13F quarter.
Pizzi Michael A.
Head Technology & Operations
SELL
2026-07-17 SEC
7,101
$1.5M
-14.4%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Jan 20, 2026.
  • The trade is 5.8% of the 121,769 shares held after it.
  • 2 other insiders sold within 30 days.
  • 1,502 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Head Technology & Operations Pizzi Michael A. sold about $1.5M of MS on Jul 17, 2026; 2 other insiders sold within 30 days and 1,502 funds added in the latest 13F quarter.
YESHAYA SHARON
Chief Financial Officer
SELL
2026-07-17 SECtraded 2026-07-16
6,382
$1.4M
-14.4%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Jan 20, 2026.
  • The trade is 4.7% of the 136,809 shares held after it.
  • 2 other insiders sold within 30 days.
  • 1,502 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer YESHAYA SHARON sold about $1.4M of MS on Jul 16, 2026; 2 other insiders sold within 30 days and 1,502 funds added in the latest 13F quarter.
YESHAYA SHARON
Chief Financial Officer
SELL
2026-07-17 SECtraded 2026-07-16
9,172
$2.0M
-14.4%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Jan 20, 2026.
  • 2 other insiders sold within 30 days.
  • 1,502 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer YESHAYA SHARON sold about $2.0M of MS on Jul 16, 2026; 2 other insiders sold within 30 days and 1,502 funds added in the latest 13F quarter.
115 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 110 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$8.9M over 180 days
below 81% of Financial Services
Congress
2 members bought in the last year
more than 71% of Financial Services
Funds
1,502 funds bought in last quarter
more than 99% of Financial Services
Revenue
no revenue reported in any filing
Margin
94.4% net margin (latest quarter)
more than 93% of Financial Services
Buybacks
no share repurchases reported
Short interest
1.2% of the float short (float per yahoo 2026-10-26) · 2.6 days to cover · settled 2026-09-30
below 66% of Financial Services
The situation: each line is one rule over one dataset
Consumer complaints are up 104% year over year.
What changed in the last 30 days
Oct 27Insider selling stopped: no sales in 90 days after 5 in the prior 90
Why it matters
The absence is the signal: 5 sales in one 90-day window and none in the next is a change of behaviour, not a filing.
Oct 16Indirectly controlled by the issuer MORGAN STANLEY SMITH BARNEY LLC filed to sell $534.4K by Oct 16 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch MS

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+16.1%12M
-1%+15%+31%+47%2025-102025-122026-022026-042026-062026-082026-10 2025-10-31 · PICK EDWARD sold $16.4M2026-04-16 · SAPERSTEIN ANDREW M sold $6.3M2026-01-30 · SIMKOWITZ DANIEL A sold $6.0M2026-01-20 · GROSSMAN ERIC F sold $4.0M2026-01-20 · Pizzi Michael A. sold $3.7M2026-07-17 · Pizzi Michael A. sold $3.7M2026-01-20 · YESHAYA SHARON sold $2.9M2026-04-17 · SIMKOWITZ DANIEL A sold $2.8M2026-04-16 · CRAWLEY MANDELL sold $2.5M2026-01-20 · SAPERSTEIN ANDREW M sold $2.1M2026-07-16 · YESHAYA SHARON sold $2.0M2026-01-20 · SMITH CHARLES A sold $1.5M2026-07-17 · Pizzi Michael A. sold $1.5M2026-07-16 · YESHAYA SHARON sold $1.4M2026-01-20 · SAPERSTEIN ANDREW M sold $1.3M2026-04-16 · SAPERSTEIN ANDREW M sold $1.2M2026-04-16 · SAPERSTEIN ANDREW M sold $1.2M2026-01-20 · SAPERSTEIN ANDREW M sold $1.1M2026-04-20 · GROSSMAN ERIC F sold $1.1M2026-04-20 · GROSSMAN ERIC F sold $1.1M2026-01-20 · SAPERSTEIN ANDREW M sold $687.9K2026-01-20 · CRAWLEY MANDELL sold $640.4K2026-04-16 · SAPERSTEIN ANDREW M sold $610.2K2026-04-16 · CRAWLEY MANDELL sold $476.7K2026-01-20 · SAPERSTEIN ANDREW M sold $347.0K2026-01-20 · CRAWLEY MANDELL sold $313.1K2026-04-16 · SAPERSTEIN ANDREW M sold $266.6K2026-01-20 · CRAWLEY MANDELL sold $230.2K2026-07-28 · SCHAPIRO MARY L sold $212.1K2026-01-20 · CRAWLEY MANDELL sold $185.1K2026-04-16 · SAPERSTEIN ANDREW M sold $115.3K2026-01-20 · SAPERSTEIN ANDREW M sold $93.3K2026-01-20 · CRAWLEY MANDELL sold $73.1K2026-04-16 · CRAWLEY MANDELL sold $56.7K2026-10-16 · MORGAN STANLEY SMITH BARNEY LLC filed to sell $534.4K2026-07-28 · MARY L SCHAPIRO REV TRUST filed to sell $212.1K2026-07-20 · MORGAN STANLEY SMITH BARNEY LLC filed to sell $869.0K2026-07-17 · MICHAEL A. PIZZI REVOCABLE TRUST filed to sell $5.2M2026-07-16 · SHARON YESHAYA filed to sell $3.5M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns MS: institutional holders (13F)

13F holdings, latest reported quarter
MITSUBISHI UFJ FINANCIAL GROUP INC
377,085,167 sh
$78.8B
STATE STREET CORP
99,560,815 sh
$20.8B
BlackRock, Inc.
94,899,620 sh
$19.8B
VANGUARD CAPITAL MANAGEMENT LLC
77,700,641 sh
$16.2B
JPMORGAN CHASE & CO
44,363,580 sh
$9.4B

Congress trades in MS

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Dan Newhouse
Bought 2026-07-10 · disclosed 7 days later
$1,001 - $15,000
Julie Johnson
Sold 2025-12-18 · disclosed 28 days later
$1,001 - $15,000
Steve Cohen
Sold 2025-12-17 · disclosed 28 days later
$50,001 - $100,000
Gilbert Cisneros
Bought 2025-11-18 · disclosed 27 days later
$1,001 - $15,000
Julie Johnson
Sold 2025-11-13 · disclosed 28 days later
$1,001 - $15,000
All stocks members of Congress are buying · Every member's trades

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

MS planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
MORGAN STANLEY SMITH BARNEY LLC
Filed 2026-10-16
$534.4K
MARY L SCHAPIRO REV TRUST
Filed 2026-07-28
$212.1K
MORGAN STANLEY SMITH BARNEY LLC
Filed 2026-07-20
$869.0K
MICHAEL A. PIZZI REVOCABLE TRUST
Filed 2026-07-17
$5.2M
SHARON YESHAYA
Filed 2026-07-16
$3.5M

MS mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
iShares U.S. Broker-Dealers & Securities Exchanges ETF
$230.3M position · as of 2026-06-30
17.3%
Invesco KBW Bank ETF
$498.0M position · as of 2026-05-31
9.4%
Rareview Dynamic Fixed Income ETF
$6.2M position · as of 2026-06-30
7.4%
Hennessy Large Cap Financial Fund
$1.7M position · as of 2026-07-31
5.7%
Hamlin High Dividend Equity Fund
$101.5M position · as of 2026-06-30
5.6%
COPLEY INVESTMENT FUND
$6.0M position · as of 2026-07-31
5.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$33.0M
$41.9M
$33.8M
+107%
+33%
2022
$39.4M
$31.4M
$20.4M
+81%
+18%
2021
$34.9M
$81.9M
$17.6M
+102%
+32%
2020
$29.6M
$55.4M
$14.7M
+38%
-2%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $8.9M sold by insiders over 180 days, 1,502 funds added last quarter, 2 House member(s) bought in 12 months, disclosed weeks after the trade, $534.4K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWGSDAVE

MS financials

Net margin
94.4%
Complaints, 90 days
145
+104.2% YoY · CFPB
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
n/a
capex not filed for the four quarters
Debt to equity
3.29x
LongTermDebt as filed 2026-06-30 (includes the current portion); equity 2026-06-30
Cash flow to debt
-0.04x
TTM operating cash flow over LongTermDebt as filed 2026-06-30 (includes the current portion)
Return on equity
+18.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+1.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
14.51x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$504.9B
market value at close 2026-10-23 on 2026-07-31 shares, plus LongTermDebt as filed 2026-06-30 (includes the current portion), minus cash 2026-06-30
FCF yield
n/a
capex not filed for the four quarters
PEG, trailing
0.36x
P/E over trailing EPS growth of 40%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Net income$16.9B$13.4B$9.1B$11.0B
EPS (diluted)10.217.955.186.15
Operating cash flow-$17.9B$1.4B-$33.5B-$6.4B
Cash$111.7B$105.4B$89.2B$128.1B
Long-term debt$341.7B$284.3B$260.5B$233.9B
Dividends paid$6.6B$6.1B$5.8B$5.4B
SEC XBRL, fiscal years, as known on 2026-10-27

MS Stock Sonar score 5/7 axes

Find similar shapesCompare

MS ranks highest on institutional and government (79th percentile) and risk and compliance (69th), and lowest on insider conviction (10th), among Financial Services peers.

ProfitHealthInsidersInstitutionsRisk
Profitability
63
Inputs
  • Return on equity+18.0% · 70 pct, sector of 205
  • Return on assets+1.3% · 55 pct, sector of 266
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Financial health
26
Inputs
  • Debt to equity3.29x · 10 pct, sector of 181
  • Cash flow to debt-0.04x · 43 pct, sector of 141
Insider conviction
10
Inputs
  • Net Form 4 buying (codes P and S), 180d-$8.9M · 19 pct, sector of 161
  • Insider buyers, 180d0 · 0 pct, sector of 165
Institutional and government
79
Inputs
  • Funds adding, latest quarter1,502 · 99 pct, sector of 278
  • Congress net buyers, 365d0 · 37 pct, sector of 31
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$6.4M · 100 pct, sector of 40
Risk and compliance
69
Inputs
  • Short interest, % of float+1.2% · 69 pct, sector of 390
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
2 not measured: Growth, US patents
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

MS filings, in plain words

Are Morgan Stanley insiders buying or selling MS?

In the 180 days to 2026-10-27, Morgan Stanley insiders were net sellers, a net $8.9M across purchases and sales reported on Form 4, by 3 sellers.

Have members of Congress traded MS?

Yes. In the year to 2026-10-27, 2 House members disclosed buying MS and 2 House members disclosed selling it; the latest on record is a purchase by Dan Newhouse dated 2026-07-10.

Are there planned insider sales of MS?

Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-27, covering $534.4K of stock; the latest, by MORGAN STANLEY SMITH BARNEY LLC, was filed 2026-10-16.

Read the full summary

In the 180 days to 2026-10-27, Morgan Stanley insiders were net sellers of MS, a net $8.9M across purchases and sales reported on Form 4 by 3 sellers. None of the 5 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-27, 2 members of Congress disclosed buying MS and 2 members disclosed selling it; the latest on record is a purchase by Dan Newhouse dated 2026-07-10. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-27, covering $534.4K of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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