Daniel Simkowitz

Track

Insider profile

Currently holds a position at Morgan Stanley

Performance

Overall performance
3.0
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 2% 8.2% 15.1%
Success rate 60% 68% 82%
Transactions
14 7% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 134%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Head of Investment Management Morgan Stanley Oct. 1, 2015 -
Daniel Simkowitz's trades of Morgan Stanley's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
178.58
Quantity 15,545 +19.0%
Value US$1,895,902
Transaction date
Proposed sale
Price
239.83
Quantity 90,882
Value US$1,978,147
Transaction date
Proposed sale
Price
147.27
Quantity 95,225
Value US$4,241,375
Transaction date
Sale
Price
182.61
Quantity 32,968 -8.4%
Value US$6,020,313
Transaction date
Sale
Price
141.13
Quantity 29,000 -6.8%
Value US$4,092,628
Transaction date
Proposed sale
Price
141.13
Quantity 29,000
Value US$4,092,628
Transaction date
Proposed sale
Price
127.37
Quantity 29,013
Value US$3,695,519
Transaction date
Sale
Price
127.37
Quantity 29,013 -6.4%
Value US$3,695,519
Transaction date
Sale
Price
137.20
Quantity 14,520 -3.3%
Value US$1,992,161
Transaction date
Sale
Price
136.22
Quantity 22,111 -4.8%
Value US$3,011,907
Transaction date
Proposed sale
Price
136.61
Quantity 36,631
Value US$5,004,066
Transaction date
Sale
Price
106.54
Quantity 40,000 -8.3%
Value US$4,261,768
Transaction date
Proposed sale
Price
106.54
Quantity 40,000
Value US$4,261,768
Transaction date
Sale
Price
93.78
Quantity 37,608 -10.5%
Value US$3,526,852
Transaction date
Proposed sale
Price
93.78
Quantity 37,608
Value US$3,526,852
Transaction date
Sale
Price
96.54
Quantity 8,077 -2.5%
Value US$779,726
Transaction date
Sale
Price
96.20
Quantity 15,133 -4.5%
Value US$1,455,861
Transaction date
Sale
Price
97.72
Quantity 5,672 -1.6%
Value US$554,272
Transaction date
Sale
Price
96.95
Quantity 39,238 -10.0%
Value US$3,804,081
Transaction date
Sale
Price
102.56
Quantity 18,414 -5.7%
Value US$1,888,525
Transaction date
Purchase
Price
47.57
Quantity 7,000 +3.8%
Value US$332,979
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-04-17 2026-04-17
S Sale
15,545 +19.0%
178.58
US$1,895,902 		15,545 +19.0% 178.58 US$1,895,902
2026-04-17 2026-04-17
PrS Proposed sale
90,882
239.83
US$1,978,147 		90,882 239.83 US$1,978,147
2026-01-30 2026-01-30
PrS Proposed sale
95,225
147.27
US$4,241,375 		95,225 147.27 US$4,241,375
2026-01-30 2026-01-30
S Sale
32,968 -8.4%
182.61
US$6,020,313 		32,968 -8.4% 182.61 US$6,020,313
2025-07-18 2025-07-17
S Sale
29,000 -6.8%
141.13
US$4,092,628 		29,000 -6.8% 141.13 US$4,092,628
2025-07-17 2025-07-17
PrS Proposed sale
29,000
141.13
US$4,092,628 		29,000 141.13 US$4,092,628
2025-05-12 2025-05-12
PrS Proposed sale
29,013
127.37
US$3,695,519 		29,013 127.37 US$3,695,519
2025-05-12 2025-05-12
S Sale
29,013 -6.4%
127.37
US$3,695,519 		29,013 -6.4% 127.37 US$3,695,519
2025-01-23 2025-01-21
S Sale
14,520 -3.3%
137.20
US$1,992,161 		14,520 -3.3% 137.20 US$1,992,161
2025-01-23 2025-01-21
S Sale
22,111 -4.8%
136.22
US$3,011,907 		22,111 -4.8% 136.22 US$3,011,907
2025-01-21 2025-01-21
PrS Proposed sale
36,631
136.61
US$5,004,066 		36,631 136.61 US$5,004,066
2024-07-19 2024-07-17
S Sale
40,000 -8.3%
106.54
US$4,261,768 		40,000 -8.3% 106.54 US$4,261,768
2024-07-17 2024-07-17
PrS Proposed sale
40,000
106.54
US$4,261,768 		40,000 106.54 US$4,261,768
2023-07-21 2023-07-20
S Sale
37,608 -10.5%
93.78
US$3,526,852 		37,608 -10.5% 93.78 US$3,526,852
2023-07-20 2023-07-20
PrS Proposed sale
37,608
93.78
US$3,526,852 		37,608 93.78 US$3,526,852
2023-02-01 2023-01-31
S Sale
8,077 -2.5%
96.54
US$779,726 		8,077 -2.5% 96.54 US$779,726
2023-02-01 2023-01-30
S Sale
15,133 -4.5%
96.20
US$1,455,861 		15,133 -4.5% 96.20 US$1,455,861
2023-01-20 2023-01-18
S Sale
5,672 -1.6%
97.72
US$554,272 		5,672 -1.6% 97.72 US$554,272
2023-01-20 2023-01-18
S Sale
39,238 -10.0%
96.95
US$3,804,081 		39,238 -10.0% 96.95 US$3,804,081
2022-02-02 2022-01-31
S Sale
18,414 -5.7%
102.56
US$1,888,525 		18,414 -5.7% 102.56 US$1,888,525
2019-04-22 2019-04-18
B Purchase
7,000 +3.8%
47.57
US$332,979 		7,000 +3.8% 47.57 US$332,979