MS
−$0
8,000 sh
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
−$2.78M
14,690 sh @ $189
MS
+$0
32,865 sh
MS
−$2.92M
18,175 sh @ $161
MS
+$0
32,865 sh
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MS
−$3.21M
18,175 sh @ $177
MS
−$6.02M
32,968 sh @ $183
MS
+$0
39,994 sh
MS
−$6.78M
35,435 sh @ $191
MS
−$0
10,000 sh
MS
−$4.09M
29,000 sh @ $141
MS
−$0
7,559 sh
MS
−$3.7M
29,013 sh @ $127
MS
+$0
64,908 sh
MS
−$4.82M
35,895 sh @ $134
MS
−$3.01M
22,111 sh @ $136
MS
−$1.99M
14,520 sh @ $137
MS
+$0
51,257 sh
MS
−$5.28M
38,878 sh @ $136
MS
−$4.26M
40,000 sh @ $107
MS
−$0
20,000 sh
MS
+$0
75,067 sh
MS
−$3.55M
41,513 sh @ $85
MS
+$0
80,809 sh
MS
−$3.84M
44,691 sh @ $86
MS
+$0
111,938 sh
MS
−$3.53M
37,608 sh @ $94
MS
−$0
10,000 sh
MS
+$0
84,138 sh
MS
−$4.56M
46,530 sh @ $98
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.