Skip to content
sellModerate cluster of 3

Robert H Herz sold $95k of MS

director at MORGAN STANLEY. 800 shares at an average of $119.32, traded May 2, 2025, filed May 2, 2025.

Warning score
40
Value
$95k
800 shares
Holdings after
96,760
-1% from before
From 52-week low
+27%
low $91.76, close $116.74
From 52-week high
-14%
high $135.91, as of May 2, 2025

Score components

  • Role
    Director
    +15
  • Trade size
    $95k at market
    +10
  • Share of holdings sold
    Sold 0.8% of holdings
    0
  • Cluster
    3 insiders selling within 14 days
    +15

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

MSOct 9, 2026 · close 190.02
Since filing May 2, 2025: +62.8%SPY +39.7% · excess +23.1%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001628280-25-021840, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
May 2, 2025SOpen-market sale
Common Stock
-800$119.32$95k96,760May 2, 2025

Related signals

Other insiders at MORGAN STANLEY and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
55Moderate
MSsell 6
MORGAN STANLEY
Eric F Grossman
Chief Legal/Admin Officer
$1.7M
12,000 shares
-6%
60Notable
MSsell 6
MORGAN STANLEY
Michael A. Pizzi
Head Technology & Operations
$2.5M
18,000 shares
-12%
80Strong
MSsell 6
MORGAN STANLEY
Andrew M Saperstein
Co-President
$6.1M
43,566 shares
-100%
60Notable
MSsell 6
MORGAN STANLEY
Daniel A Simkowitz
Co-President
$4.1M
29,000 shares
-7%
60Notable
MSsell 6
MORGAN STANLEY
Charles A Smith
Chief Risk Officer
$2.8M
20,000 shares
-14%
82Strong
MSsell 6
MORGAN STANLEY
Sharon Yeshaya
Chief Financial Officer
$3.6M
25,583 shares
-100%
60Notable
MSsell 3
MORGAN STANLEY
Daniel A Simkowitz
Co-President
$3.7M
29,013 shares
-6%
65Notable
MSsell 3
MORGAN STANLEY
Andrew M Saperstein
Co-President
$4.8M
40,000 shares
-11%
40Moderate
MSsell
MORGAN STANLEY
Eric F Grossman
Chief Legal/Admin Officer
$1.1M
10,068 shares
-5%
67Notable
MSsell 3
MORGAN STANLEY
Raja Akram
Deputy Chief Financial Officer
$2.4M
17,500 shares
-18%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Robert H Herz sold $95k of MS | InsiderTell