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Daniel Simkowitz

Insider profile

Currently holds a position at Morgan Stanley

Performance

Overall performance
3.1

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

Performance for realised trades
4.4
Average return 134%
Success rate 73%
Average holding period 220
Transactions 28

Positions

Position Company Period
Head of Investment Management Morgan Stanley Oct. 1, 2015 -

Daniel Simkowitz's trades of Morgan Stanley's stock


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Purchase Sale Planned purchase Planned sale Net purchase Net sale Activity signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
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