MS CLUSTER SEC Filing Analysis

Latest settled — T+20d

MS ▲ +3.84% at T+20d

NEUTRAL call ✓ call won +3.84% · α vs SPY -1.98% · entry $186.67 → $193.83

Next anchor: T+60d in 7w

Currently $197.65 · +5.88% from $186.67 entry

Entry anchored
Apr 15, 03:59 PM ET
via Databento tick

T+1d

+1.05%

call +1.05% · α -0.17%

$188.63

settled 5w ago

T+5d

+1.02%

call +1.02% · α +0.03%

$188.57

settled 29d ago

T+20d

+3.84%

call +3.84% · α -1.98%

$193.83

settled 8d ago

T+60d

—

call — · α —

—

in 7w

Price Chart

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Executive Summary

Two Morgan Stanley executives — Co-President Andrew Saperstein and Chief Client Officer Mandell Crawley — sold shares totaling $1.71 million in open-market transactions on April 16, 2026, immediately following the firm's record Q1 earnings release. These sales are part of a broader insider cluster that includes non-cash gift transactions by two other senior insiders.

Key Financial Metrics

Direction

selling

Total Value

$1.7M

Insiders

4

Actionable Insight

While the sales follow strong earnings and could be viewed as profit-taking, the total dollar amount is negligible relative to market cap (<0.1%). Traders should not interpret this as a negative signal. Monitor future Form 4 filings for larger or more coordinated selling.

Key Facts

Co-President Andrew Saperstein sold 6,584 shares for $1.23 million at ~$187.20 per share.
Chief Client Officer Mandell Crawley sold 2,546 shares for $476,743 at ~$187.25 per share.
Both transactions occurred on April 16, 2026, one day after the company reported record Q1 earnings.
CFO Sharon Yeshaya and another insider made non-cash gift transactions totaling 10,225 shares with $0 value.
Total open-market sale value: $1.71 million, representing 0.00058% of Morgan Stanley's $296.2B market cap.

Financial Impact

$1.71 million in open-market sales by two senior executives

insider ownershipmarket sentiment

Risk Factors

Perception of insider selling after a peak in performance could create short-term bearish sentiment.
Potential for misinterpretation given proximity to strong earnings announcement.

Market Snapshot

Exchange

NYSE

Sector

Security Brokers, Dealers & Flotation Companies

Analyst Consensus

52% bullish (33 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

Document	Accession Number
CLUSTER Data (Synthetic)	cluster-MS-1776458316319

4 reports for MS

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for MS — sortable, filterable
	Type				Now
May 7, 2026 13d ago	ANALYST-UPGRADE BULLISH ★ 4/10	$168.36 $189.21	▲ +12.38%	▲ +2.60%	$197.65 (+17.40%)
May 1, 2026 19d ago	ANALYST-UPGRADE MIXED ★ 2/10	$162.76 $179.44	▲ +10.25%	▲ +7.39%	$197.65 (+21.44%)
Apr 16, 2026 5w ago	Insider Cluster MIXED ★ 6/10	$186.67 $193.83	▲ +3.84%	▼ −1.98%	$197.65 (+5.88%)
Apr 16, 2026 5w ago	Insider Cluster NEUTRAL ★ 5/10	$186.67 $193.83	▲ +3.84%	▼ −1.98%	$197.65 (+5.88%)

US Market Status

Market Open — Closes in 3h 52m

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