# Morgan Stanley (MS-PO)

> Source: Nexqual · https://nexqual.com/MS-PO · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, Morgan Stanley (MS-PO), nexqual.com/MS-PO" · informational, not investment advice.

**Price:** USD 15.38 (+1.65% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 15.13 · day 15.2–15.48 · 52w 14.82–18.52 · market cap null · NYQ

## Key facts
- Insider open-market sales, last ~7 months: 7 Form 4 filings, $26.6M; 7 not under a Rule 10b5-1 plan ($26.6M).
- Total return with dividends: 1Y -11.6% vs S&P 500 +18.1%; 5Y -19.3% vs S&P 500 +85.1%.

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 7 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan |
|---|---|---|---|---|---|---|
| 2026-07-28 | Schapiro Mary L | Director | 1,000 | $212K | 2.5% | No |
| 2026-07-17 | Pizzi Michael A. | Head Technology & Operations | 24,165 | $5.2M | 16.6% | No |
| 2026-07-16 | Yeshaya Sharon | Chief Financial Officer | 15,554 | $3.5M | 10.2% | No |
| 2026-04-20 | Grossman Eric F | Chief Legal/Admin Officer | 11,118 | $2.1M | 6.2% | No |
| 2026-04-17 | Simkowitz Daniel A | Co-President | 14,690 | $2.8M | 3.8% | No |
| 2026-04-16 | Saperstein Andrew M | Co-President | 51,668 | $9.7M | 15.5% | No |
| 2026-04-16 | Crawley Mandell | Chief Client Officer | 16,129 | $3.0M | 20.8% | No |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-16) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -11.6% | -19.3% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -11.7% | -4.2% |
| Volatility (annualized) | 9.1% | 17.1% |
| Max drawdown | -14.1% (Oct 2025→Oct 2026) | -33.3% (Dec 2021→Oct 2022) |

## Peers (Capital Markets)
GS (Goldman Sachs Group, Inc. (The)) USD 891.28 -0.07% · SCHW (Charles Schwab Corporation (The) USD 94.16 -1.86% · HOOD (Robinhood Markets, Inc.) USD 103.99 -5.91% · IBKR (Interactive Brokers Group, Inc.) USD 86.03 -1.67% · NMR (Nomura Holdings Inc) USD 9.28 -3.13% · LPLA (LPL Financial Holdings Inc.) USD 327.56 +0.59%

## More
Full page: https://nexqual.com/MS-PO · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt
