Daniel A Simkowitz - Net Worth and Insider Trading
Daniel A Simkowitz Net Worth
The estimated net worth of Daniel A Simkowitz is at least $29 Million dollars as of 2024-04-24. Daniel A Simkowitz is the Head of Investment Management of Morgan Stanley and owns about 310,697 shares of Morgan Stanley (MS) stock worth over $29 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 assumption that Daniel A Simkowitz has not made any transactions after 2023-07-20 and currently still holds the listed stock(s).
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 () , and Morgan Stanley () .
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 |
|---|---|---|---|
| Morgan Stanley | 2020-02-28 | Head of Investment Management | |
| Morgan Stanley | 2023-07-20 | Head of Investment Management |
Daniel A Simkowitz Latest Holdings Summary
Daniel A Simkowitz currently owns a total of 1 stock. Daniel A Simkowitz owns 310,697 shares of Morgan Stanley (MS) as of July 20, 2023, with a value of $29 Million.
Latest Holdings of Daniel A Simkowitz
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MS | Morgan Stanley | 2023-07-20 | 310,697 | 93.91 | 29,177,586 |
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 4 transactions in Morgan Stanley (MS) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in Morgan Stanley is the sale of 37,608 shares on July 20, 2023, 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 | -6.56 | -8.18 | -17.79 | 28.61 | 22.04 |
| Relative Return to S&P 500(%) | -6.15 | -9.66 | -10.97 | -16.74 | 8.55 | 7.28 |
Daniel A Simkowitz Ownership Network
Ownership Network List of Daniel A Simkowitz
Ownership Network Relation of Daniel A Simkowitz
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 () Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Morgan Stanley () in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Morgan Stanley () were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Morgan Stanley ()'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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