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MS · Morgan Stanley

Financial Services · −0.8% on Oct 16

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Updated Oct 17 · 6 feeds behind: Insider filings, 2 days, and 5 more · Every feed →

On this page

The market view

Price chart

The interactive MS chart (by TradingView) loads here.

Our take

3 rules fired on MS

In short: none of these rules has solid or some evidence yet, so they show no clear lean on MS.

How each did in past tests, against similar stocks over 3 months. Past results don't predict future ones.

The 0–100 score for MS, and which of these rules are open on it right now
Members see one number for how strongly these rules agree on MS, and the day each rule fired. Better-tested rules count more, and so do different kinds of filings that point the same way.
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Compare with this company’s history

Is disclosure activity unusual?

See how many different insiders or members of Congress reported purchases or sales of MS. Each bar covers 28 days, by disclosure date. Several trades by one person count once in each group and period.

Latest period: Sep 21, 2026–Oct 18, 2026 · UTC dates · today is excluded

Congress purchases

Within earlier range

This count falls within the range of the 12 earlier comparable periods in this view.

Latest 28 days
0
Earlier median
0
Earlier range
0–2
Distinct filers per 28 daysScale: 0–2
Oct 20, 2025Oct 18, 2026
Earlier periodsLatest 28 daysEarlier median 0

Who appears in the latest period?

No named filers on file for this period.

Up to three filers; one example disclosure each.

Inspect this period’s filings

The history behind this view

First stored company disclosure: Apr 20, 2017. Newest disclosure across this feed: Oct 15, 2026.

Earlier periods in the comparison: 12. Outlined periods are missing data, so they are left out of the comparison. The chart scale changes with the category.

Exact counts, dates and filings for all four categories
Insider purchases · Short history

Only 2 earlier periods are on file to compare with. We need at least 6 full periods before calling a count unusual. Earlier median: 0; range: 0–0.

Insider purchases: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 2025—Unavailable
Nov 17, 2025–Dec 14, 2025—Unavailable
Dec 15, 2025–Jan 11, 2026—Unavailable
Jan 12, 2026–Feb 8, 2026—Unavailable
Feb 9, 2026–Mar 8, 2026—Unavailable
Mar 9, 2026–Apr 5, 2026—Unavailable
Apr 6, 2026–May 3, 2026—Unavailable
May 4, 2026–May 31, 2026—Unavailable
Jun 1, 2026–Jun 28, 2026—Unavailable
Jun 29, 2026–Jul 26, 20260Partial; excluded
Jul 27, 2026–Aug 23, 20260Within stored history
Aug 24, 2026–Sep 20, 20260Within stored history
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
Insider sales · Short history

Only 2 earlier periods are on file to compare with. We need at least 6 full periods before calling a count unusual. Earlier median: 0.5; range: 0–1.

Insider sales: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 2025—Unavailable
Nov 17, 2025–Dec 14, 2025—Unavailable
Dec 15, 2025–Jan 11, 2026—Unavailable
Jan 12, 2026–Feb 8, 2026—Unavailable
Feb 9, 2026–Mar 8, 2026—Unavailable
Mar 9, 2026–Apr 5, 2026—Unavailable
Apr 6, 2026–May 3, 2026—Unavailable
May 4, 2026–May 31, 2026—Unavailable
Jun 1, 2026–Jun 28, 2026—Unavailable
Jun 29, 2026–Jul 26, 20262Partial; excluded
Jul 27, 2026–Aug 23, 20261Within stored history
Aug 24, 2026–Sep 20, 20260Within stored history
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
Congress purchases · Within earlier range

This count falls within the range of the 12 earlier comparable periods in this view. Earlier median: 0; range: 0–2.

Congress purchases: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 20251Within stored history
Nov 17, 2025–Dec 14, 20251Within stored history
Dec 15, 2025–Jan 11, 20260Within stored history
Jan 12, 2026–Feb 8, 20260Within stored history
Feb 9, 2026–Mar 8, 20260Within stored history
Mar 9, 2026–Apr 5, 20260Within stored history
Apr 6, 2026–May 3, 20260Within stored history
May 4, 2026–May 31, 20260Within stored history
Jun 1, 2026–Jun 28, 20260Within stored history
Jun 29, 2026–Jul 26, 20262Within stored history
Jul 27, 2026–Aug 23, 20260Within stored history
Aug 24, 2026–Sep 20, 20260Within stored history
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
Congress sales · Sparse history

Only 2 of 12 earlier periods had activity. That is too little recurring activity to label this count unusual. Earlier median: 0; range: 0–2.

Congress sales: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 20250Within stored history
Nov 17, 2025–Dec 14, 20251Within stored history
Dec 15, 2025–Jan 11, 20262Within stored history
Jan 12, 2026–Feb 8, 20260Within stored history
Feb 9, 2026–Mar 8, 20260Within stored history
Mar 9, 2026–Apr 5, 20260Within stored history
Apr 6, 2026–May 3, 20260Within stored history
May 4, 2026–May 31, 20260Within stored history
Jun 1, 2026–Jun 28, 20260Within stored history
Jun 29, 2026–Jul 26, 20260Within stored history
Jul 27, 2026–Aug 23, 20260Within stored history
Aug 24, 2026–Sep 20, 20260Within stored history
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
How to read this comparison

The median is the middle count in up to 12 earlier, non-overlapping 28-day periods; the range runs from the smallest to the largest count. The latest period is excluded from both. A comparison needs at least 6 earlier periods, including 3 with activity. The feed’s latest disclosure must be within 7 days of the current period’s end. This freshness check does not verify complete collection.

Insiders include individuals and reporting entities; only purchase and sale codes enter this view. Congress counts reporting members, including their disclosed family transactions. The same filer can appear in purchases and sales, so these categories should not be added into a net count.

These are stored disclosures, not a complete measure of trading. Reporting delays and collection gaps can change the comparison. More activity does not identify a motive or predict a stock’s return.

Company timeline

What has been happening?

May 1, 2026–Oct 16, 2026. Select a month in a category to inspect its records.

Company filings

Insiders

Public officials

Owners & lobbying

All 21 records in this snapshot
  1. Filed
  2. Filed
  3. Filed
  4. Disclosed
    Mary L Schapiro · Sale

    Transaction dated Jul 28, 2026

  5. Filed
  6. Disclosed
    Alan Armstrong · Purchase

    Transaction dated Mar 27, 2026

  7. Filed
  8. Disclosed
    Michael A. Pizzi · Sale

    Transaction dated Jul 17, 2026

  9. Disclosed
    Michael A. Pizzi · Sale

    Transaction dated Jul 17, 2026

  10. Filed
  11. Disclosed
    Sharon Yeshaya · Sale

    Transaction dated Jul 16, 2026

  12. Disclosed
    Sharon Yeshaya · Sale

    Transaction dated Jul 16, 2026

  13. Record date
    Lobbying for Morgan Stanley Dean Witter & Company ↗

    $60K · by Capitol Tax Partners, LLP

  14. Filed
  15. Filed
  16. Filed
  17. Filed
  18. Disclosed
    Dan Newhouse · Purchase

    Transaction dated Jul 10, 2026

  19. Filed
  20. Disclosed
    Donald J Trump · Purchase

    Transaction dated Mar 23, 2026

  21. Disclosed
    Donald J Trump · Purchase

    Transaction dated Mar 11, 2026

Month counts include every record on file. The lists show the newest records on this page. A dash means none on file that month. Trades use disclosure dates; contract dates follow the source record. Nearby events do not establish the cause of a price move.

Who's buying and selling · last 90 days

Congress

1 member bought, none sold · 1 Rep

  1. ▲ BUYAlan Armstrong Rep · Senate · OKMS Morgan Stanley$1K–$15Kdisclosed Jul 21 · filed 116 days after the trade · late 1 rule fired
See every Congress trade on MS →

Company insiders

0 buys · 1 sell · $212K sold

  1. ▼ SELLMary L Schapiro DirectorMS Morgan Stanley$212Kdisclosed Jul 29 · filed 1 day after the trade
See every insider trade on MS →

Filings & events

Company filings (8-K) 52

Events the company must report to the SEC within days — results, deals, departures, restatements.

What it files 8-Ks about

  • Quarterly or yearly results · item 2.0211
  • Other events · item 8.019
  • Directors or officers joined, left or got new pay · item 5.025
  • Shareholder vote results · item 5.073
  • Shared information with investors · item 7.012
  • Changed its charter or bylaws · item 5.032

Filing red flags 6

Warning signs in the company's own SEC filings — going-concern doubts, control weaknesses, staff comment letters, late filings, restatements, Wells notices, clinical holds, dividend cuts.

Lobbying 38

Lobbying reports filed with the Senate for the company.

$9.3M across 38 reports

Issues named in the most reports

  • Taxation/Internal Revenue Code 27
  • Financial Institutions/Investments/Securities 14
  • Banking 12
  • Trade (domestic/foreign) 11
  • Homeland Security 5

Planned insider sales (Form 144) 5

Notices insiders file before they sell certain shares, such as ones they got straight from the company.

3 in the last 90 days · 5 notices on file

The notices on file don't give the sale's size; each sale shows up under company insiders once it is reported.

5% owners (13D / 13G) 4

Investors who reported owning 5% or more — 13D for owners who may push for changes, 13G for owners who just hold.

Push for changes, or just hold?

  • 13D, may push for changes: 3 filings
  • 13G, just holds: 1 filing

Filed most: Mitsubishi Ufj Financial Group Inc (3) · Vanguard Capital Management LLC (1)

Biggest named funds (13F)

The largest MS holdings among the well-known funds whose quarterly 13F filings we read — opens here.

Every disclosed trade on MS

  1. ▼ SELLMary L Schapiro DirectorMS Morgan Stanley$212Kdisclosed Jul 29 · filed 1 day after the trade
  2. ▲ BUYAlan Armstrong Rep · Senate · OKMS Morgan Stanley$1K–$15Kdisclosed Jul 21 · filed 116 days after the trade · late 1 rule fired
  3. ▼ SELLSharon Yeshaya Chief Financial OfficerMS Morgan Stanley$1.4Mdisclosed Jul 17 · filed 1 day after the trade
  4. ▼ SELLSharon Yeshaya Chief Financial OfficerMS Morgan Stanley$2Mdisclosed Jul 17 · filed 1 day after the trade
  5. ▼ SELLMichael A. Pizzi Head Technology & OperationsMS Morgan Stanley$1.5Mdisclosed Jul 17 · filed the same day
  6. ▼ SELLMichael A. Pizzi Head Technology & OperationsMS Morgan Stanley$3.7Mdisclosed Jul 17 · filed the same day
  7. ▲ BUYDan Newhouse Rep · House · WAMS Morgan Stanley$1K–$15Kdisclosed Jul 10 · filed the same day
  8. ▲ BUYDonald J Trump PresidentMS Morgan Stanley$1K–$15Kdisclosed May 8 · filed 46 days after the trade · late
  9. ▲ BUYDonald J Trump PresidentMS Morgan Stanley$15K–$50Kdisclosed May 8 · filed 58 days after the trade · late
  10. ▼ SELLJulie Johnson Dem · House · TXMS Morgan Stanley$1K–$15Kdisclosed Jan 5 · filed 18 days after the trade
  11. ▼ SELLSteve Cohen Dem · House · TNMS Morgan Stanley$50K–$100Kdisclosed Dec 30, 2025 · filed 13 days after the trade
  12. ▲ BUYGilbert Ray Cisneros Jr Dem · House · CAMS Morgan Stanley$1K–$15Kdisclosed Dec 12, 2025 · filed 24 days after the trade
  13. ▼ SELLJulie Johnson Dem · House · TXMS Morgan Stanley$1K–$15Kdisclosed Dec 5, 2025 · filed 22 days after the trade
  14. ▲ BUYGilbert Ray Cisneros Jr Dem · House · CAMS Morgan Stanley$1K–$15Kdisclosed Nov 12, 2025 · filed 26 days after the trade
  15. ▼ SELLVal T. Hoyle Dem · House · ORMS Morgan Stanley$1K–$15Kdisclosed Sep 23, 2025 · filed the same day
  16. ▲ BUYMarjorie Taylor Greene Rep · House · GAMS Morgan Stanley$1K–$15Kdisclosed Sep 12, 2025 · filed 1 day after the trade
  17. ▼ SELLVal T. Hoyle Dem · House · ORMS Morgan Stanley$1K–$15Kdisclosed Sep 11, 2025 · filed 162 days after the trade · late
  18. ▲ BUYVal T. Hoyle Dem · House · ORMS Morgan Stanley$1K–$15Kdisclosed Sep 11, 2025 · filed 230 days after the trade · late
  19. ▼ SELLJulie Johnson Dem · House · TXMS Morgan Stanley$1K–$15Kdisclosed Sep 2, 2025 · filed 19 days after the trade
  20. ▲ BUYMarjorie Taylor Greene Rep · House · GAMS Morgan Stanley$1K–$15Kdisclosed Aug 29, 2025 · filed 1 day after the trade
  21. ▲ BUYRitchie Torres Dem · House · NYMS Morgan Stanley$1K–$15Kdisclosed Aug 1, 2025 · filed 309 days after the trade · late
  22. ▼ SELLRitchie Torres Dem · House · NYMS Morgan Stanley$1K–$15Kdisclosed Aug 1, 2025 · filed 21 days after the trade
  23. ▼ SELLJulie Johnson Dem · House · TXMS Morgan Stanley$1K–$15Kdisclosed Jun 3, 2025 · filed 19 days after the trade
  24. ▲ BUYMarjorie Taylor Greene Rep · House · GAMS Morgan Stanley$1K–$15Kdisclosed May 15, 2025 · filed 1 day after the trade
  25. ▼ SELLJulie Johnson Dem · House · TXMS Morgan Stanley$1K–$15Kdisclosed May 6, 2025 · filed 29 days after the trade
See all 37 trades on MS →
People & votes

Which members of Congress traded MS, sponsored bills that touch it and voted on them — opens here.