MS
−$779.7K
8,077 sh @ $97
SIMKOWITZ DANIEL A
Co-President, Head of Investment Management · SEC CIK 1680385
Insider at
MS MORGAN STANLEY
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Buy track record
How this insider's open-market purchases have performed100%
of buys now in profit
1 up · 0 down
Avg return since buy+461.8%
Median return+461.8%
Best trade+461.8%
Worst trade+461.8%
Buys scored1
Average return by holding period — separates good entry timing from riding one long winner
After 1 month
−7.2%
0% won · 1 trade
After 3 months
−6.0%
0% won · 1 trade
After 6 months
−6.9%
0% won · 1 trade
After 12 months
−17.0%
0% won · 1 trade
| Date | Company | 90d trend | Buy price | Value | ΔOwn | 1M | 3M | 6M | 12M | To date |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 18, 2019 | MS | $48 | $333K | +3.8% | −7.2% | −6.0% | −6.9% | −17.0% | +461.8% |
How this is calculated. We score only open-market purchases (SEC code
P) — the buys that carry real signal. Each trade's return is measured from the adjusted closing price on the purchase date to the latest close, accounting for stock splits and dividends. The 1M/3M/6M/12M columns show the same trade's return after each fixed holding period; a dash means that horizon hasn't elapsed yet or isn't priceable. Sales are excluded because insiders sell for many routine reasons. With only 1 scored trade, treat this as a small sample, not a verdict.
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Open-market buys
$333K
1 trades
Open-market sells
$55.74M
18 trades
Net flow
−$55.41M
Net selling
Total filings
65
transactions shown
Full transaction history
All Form 4 activity across every company, newest firstMS
−$1.46M
15,133 sh @ $96
MS
−$0
10,000 sh
MS
−$2.22M
22,837 sh @ $97
MS
−$3.8M
39,238 sh @ $97
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MS
−$554.3K
5,672 sh @ $98
MS
+$0
100,474 sh
MS
−$5.2M
55,564 sh @ $94
MS
−$1.89M
18,414 sh @ $103
MS
+$0
68,043 sh
MS
−$1.67M
17,394 sh @ $96
MS
−$5.86M
73,162 sh @ $80
MS
+$0
64,658 sh
MS
−$2.7M
34,410 sh @ $78
MS
+$0
79,977 sh
MS
−$1.23M
16,440 sh @ $75
MS
+$0
51,016 sh
MS
−$1.23M
27,150 sh @ $45
MS
+$0
42,376 sh
MS
−$1.04M
18,504 sh @ $56
MS
Simkowitz Daniel A, MS's Head of Investmen…, spent $333K of their own money on 7,000 shares at $48, growing their stake 4%.
+$333K
7,000 sh @ $48
MS
+$0
82,410 sh
MS
−$1.85M
43,857 sh @ $42
MS
+$0
33,030 sh
MS
−$1.42M
33,369 sh @ $43
MS
−$1.73M
32,181 sh @ $54
MS
−$2.93M
54,869 sh @ $53
MS
−$0
9,371 sh
MS
+$0
33,451 sh
MS
−$3.9M
69,851 sh @ $56
Frequently asked questions
How is SIMKOWITZ DANIEL A's win rate calculated?
We take every open-market purchase (SEC code P) we can match to a stock price, then compare the split- and dividend-adjusted price on the purchase date to the most recent close. The win rate is the share of those buys currently trading above the purchase price. Sales and share grants are not scored.
Why are some buys not included in the score?
A purchase is excluded if we can't price it — for example if the ticker is missing from the filing, the company has been delisted, or the security isn't a common stock we can match to market data. Excluded counts are shown next to the scored total.
What do the 1M / 3M / 6M / 12M columns mean?
They show each purchase's return after a fixed holding period — one, three, six, and twelve months from the buy date — using split- and dividend-adjusted prices. This separates good entry timing from simply holding a long-running winner. A dash means that horizon hasn't elapsed yet for that trade, or the stock couldn't be priced at that date.
Does a high win rate mean I should copy this insider?
No. Past performance does not predict future results, sample sizes are often small, and an insider's edge in their own company doesn't transfer to yours. This is context, not a recommendation. InsiderSource is not investment advice.
Where does this data come from?
Trades come from SIMKOWITZ DANIEL A's SEC Form 4 filings on EDGAR. Prices come from public market data and are split/dividend-adjusted. Always verify against the original filings before acting.