Last 12 months
Inside the activity.
0 purchase rows · 33 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 16 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 12 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 5 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 12, 2026 Filed Mar 13, 2026 20:19 UTC |
SAPERSTEIN ANDREW MCo-President
|
Tax withholdingCommon Stock | 26,943 | $160.89 | $4,334,859.27 |
DisclosureSEC source: 0001628280-26-017720 · wk-form4_1773433138.xml · nonDerivative · entry 2 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,810.385 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:19 UTC |
SAPERSTEIN ANDREW MCo-President
|
GrantCommon Stock | 52,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017720 · wk-form4_1773433138.xml · nonDerivative · entry 1 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,753.385 F1 · kind: Shares earned based on the Company's achievement of pre-established relative return on tangible common equity performance criteria with respect to one-half of the target performance stock unit award ("PSU Award") granted on January 18, 2023. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:19 UTC |
SIMKOWITZ DANIEL ACo-President
|
Tax withholdingCommon Stock | 18,175 | $160.89 | $2,924,175.75 |
DisclosureSEC source: 0001628280-26-017722 · wk-form4_1773433178.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 388,492.079 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:19 UTC |
SIMKOWITZ DANIEL ACo-President
|
GrantCommon Stock | 32,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017722 · wk-form4_1773433178.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 406,667.079 F1 · kind: Shares earned based on the Company's achievement of pre-established relative return on tangible common equity performance criteria with respect to one-half of the target performance stock unit award ("PSU Award") granted on January 18, 2023. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:20 UTC |
YESHAYA SHARONChief Financial Officer
|
Tax withholdingCommon Stock | 9,622 | $160.89 | $1,548,083.58 |
DisclosureSEC source: 0001628280-26-017723 · wk-form4_1773433208.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,659.2 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:20 UTC |
YESHAYA SHARONChief Financial Officer
|
GrantCommon Stock | 17,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017723 · wk-form4_1773433208.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,281.2 F1 · kind: Shares earned based on the Company's achievement of pre-established relative return on tangible common equity performance criteria with respect to one-half of the target performance stock unit award ("PSU Award") granted on January 18, 2023. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:17 UTC |
PICK EDWARDDirector · Chairman and CEO
|
Tax withholdingCommon Stock | 33,731 | $176.59 | $5,956,557.29 |
DisclosureSEC source: 0001628280-26-010215 · wk-form4_1771622239.xml · nonDerivative · entry 2 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 639,028.764 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:17 UTC |
PICK EDWARDDirector · Chairman and CEO
|
GrantCommon Stock | 60,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010215 · wk-form4_1771622239.xml · nonDerivative · entry 1 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 672,759.764 F1 · kind: Shares earned based on the Company's achievement of pre-established Company average return on tangible common equity performance criteria with respect to one-half of the target performance stock unit award ("PSU Award") granted on January 18, 2023. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:17 UTC |
CRAWLEY MANDELLChief Client Officer
|
Tax withholdingCommon Stock | 4,935 | $176.59 | $871,471.65 |
DisclosureSEC source: 0001628280-26-010216 · wk-form4_1771622261.xml · nonDerivative · entry 2 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,926.888 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:17 UTC |
CRAWLEY MANDELLChief Client Officer
|
GrantCommon Stock | 9,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010216 · wk-form4_1771622261.xml · nonDerivative · entry 1 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,861.888 F1 · kind: Shares earned based on the Company's achievement of pre-established Company average return on tangible common equity performance criteria with respect to one-half of the target performance stock unit award ("PSU Award") granted on January 18, 2023. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:18 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
Tax withholdingCommon Stock | 11,597 | $176.59 | $2,047,914.23 |
DisclosureSEC source: 0001628280-26-010218 · wk-form4_1771622289.xml · nonDerivative · entry 2 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,428.209 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:18 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
GrantCommon Stock | 22,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010218 · wk-form4_1771622289.xml · nonDerivative · entry 1 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,025.209 F1 · kind: Shares earned based on the Company's achievement of pre-established Company average return on tangible common equity performance criteria with respect to one-half of the target performance stock unit award ("PSU Award") granted on January 18, 2023. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:18 UTC |
Pizzi Michael A.Head Technology & Operations
|
Tax withholdingCommon Stock | 7,900 | $176.59 | $1,395,061.00 |
DisclosureSEC source: 0001628280-26-010220 · wk-form4_1771622323.xml · nonDerivative · entry 2 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,935.42 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:18 UTC |
Pizzi Michael A.Head Technology & Operations
|
GrantCommon Stock | 16,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010220 · wk-form4_1771622323.xml · nonDerivative · entry 1 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,835.42 F1 · kind: Shares earned based on the Company's achievement of pre-established Company average return on tangible common equity performance criteria with respect to one-half of the target performance stock unit award ("PSU Award") granted on January 18, 2023. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:19 UTC |
SAPERSTEIN ANDREW MCo-President
|
Tax withholdingCommon Stock | 26,943 | $176.59 | $4,757,864.37 |
DisclosureSEC source: 0001628280-26-010223 · wk-form4_1771622351.xml · nonDerivative · entry 2 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,976.385 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:19 UTC |
SAPERSTEIN ANDREW MCo-President
|
GrantCommon Stock | 52,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010223 · wk-form4_1771622351.xml · nonDerivative · entry 1 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 334,919.385 F1 · kind: Shares earned based on the Company's achievement of pre-established Company average return on tangible common equity performance criteria with respect to one-half of the target performance stock unit award ("PSU Award") granted on January 18, 2023. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:19 UTC |
SIMKOWITZ DANIEL ACo-President
|
Tax withholdingCommon Stock | 18,175 | $176.59 | $3,209,523.25 |
DisclosureSEC source: 0001628280-26-010224 · wk-form4_1771622385.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,802.079 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:19 UTC |
SIMKOWITZ DANIEL ACo-President
|
GrantCommon Stock | 32,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010224 · wk-form4_1771622385.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 391,977.079 F1 · kind: Shares earned based on the Company's achievement of pre-established Company average return on tangible common equity performance criteria with respect to one-half of the target performance stock unit award ("PSU Award") granted on January 18, 2023. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:20 UTC |
YESHAYA SHARONChief Financial Officer
|
Tax withholdingCommon Stock | 9,622 | $176.59 | $1,699,148.98 |
DisclosureSEC source: 0001628280-26-010226 · wk-form4_1771622410.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,882.2 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:20 UTC |
YESHAYA SHARONChief Financial Officer
|
GrantCommon Stock | 17,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010226 · wk-form4_1771622410.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,504.2 F1 · kind: Shares earned based on the Company's achievement of pre-established Company average return on tangible common equity performance criteria with respect to one-half of the target performance stock unit award ("PSU Award") granted on January 18, 2023. Read SEC document |
| January 30, 2026 Filed Jan 30, 2026 21:34 UTC |
SIMKOWITZ DANIEL ACo-President
|
SaleCommon Stock | 32,968 | $182.61 | $6,020,312.85 |
DisclosureSEC source: 0001628280-26-004403 · wk-form4_1769808857.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 357,342.406 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $182.06 to $183.05, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:12 UTC |
CRAWLEY MANDELLChief Client Officer
|
SaleCommon Stock | 1,238 | $185.94 | $230,193.22 |
DisclosureSEC source: 0001628280-26-003085 · wk-form4_1769116363.xml · nonDerivative · entry 5 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,788.495 F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $185.59 to $186.46, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:12 UTC |
CRAWLEY MANDELLChief Client Officer
|
SaleCommon Stock | 1,001 | $184.90 | $185,080.70 |
DisclosureSEC source: 0001628280-26-003085 · wk-form4_1769116363.xml · nonDerivative · entry 4 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,026.495 F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $184.58 to $185.54, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:12 UTC |
CRAWLEY MANDELLChief Client Officer
|
SaleCommon Stock | 1,700 | $184.16 | $313,078.97 |
DisclosureSEC source: 0001628280-26-003085 · wk-form4_1769116363.xml · nonDerivative · entry 3 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,027.495 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $183.58 to $184.55, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:12 UTC |
CRAWLEY MANDELLChief Client Officer
|
SaleCommon Stock | 400 | $182.73 | $73,092.00 |
DisclosureSEC source: 0001628280-26-003085 · wk-form4_1769116363.xml · nonDerivative · entry 2 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,727.495 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $182.47 to $182.97, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:12 UTC |
CRAWLEY MANDELLChief Client Officer
|
SaleCommon Stock | 3,521 | $181.89 | $640,434.34 |
DisclosureSEC source: 0001628280-26-003085 · wk-form4_1769116363.xml · nonDerivative · entry 1 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,127.495 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $181.45 to $182.44, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:13 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
GiftCommon Stock | 2,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003086 · wk-form4_1769116420.xml · nonDerivative · entry 2 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,510.085 Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:13 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
SaleCommon Stock | 21,555 | $184.00 | $3,966,137.24 |
DisclosureSEC source: 0001628280-26-003086 · wk-form4_1769116420.xml · nonDerivative · entry 1 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,005.085 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $184.00 to $184.02, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:14 UTC Amendment |
James Erika HDirector
|
GiftCommon Stock | 542 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003087 · wk-form4a_1769116463.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,845.004 F1 · date: This Form 4/A amends the Form 4 filed on January 16, 2026, to correct the transaction date, the number of shares transferred in connection with a bona fide gift, and the amount of securities beneficially owned following the reported transaction. F1 · shares: This Form 4/A amends the Form 4 filed on January 16, 2026, to correct the transaction date, the number of shares transferred in connection with a bona fide gift, and the amount of securities beneficially owned following the reported transaction. F1 · balance_after: This Form 4/A amends the Form 4 filed on January 16, 2026, to correct the transaction date, the number of shares transferred in connection with a bona fide gift, and the amount of securities beneficially owned following the reported transaction. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:14 UTC |
Pizzi Michael A.Head Technology & Operations
|
SaleCommon Stock | 20,000 | $184.55 | $3,691,000.00 |
DisclosureSEC source: 0001628280-26-003088 · wk-form4_1769116493.xml · nonDerivative · entry 1 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,872.293 Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:15 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 500 | $186.60 | $93,298.00 |
DisclosureSEC source: 0001628280-26-003090 · wk-form4_1769116534.xml · nonDerivative · entry 6 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,480.994 F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $186.55 to $186.65, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:15 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 3,700 | $185.91 | $687,871.44 |
DisclosureSEC source: 0001628280-26-003090 · wk-form4_1769116534.xml · nonDerivative · entry 5 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,980.994 F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $185.54 to $186.44, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:15 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 6,810 | $184.94 | $1,259,428.46 |
DisclosureSEC source: 0001628280-26-003090 · wk-form4_1769116534.xml · nonDerivative · entry 4 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,680.994 F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $184.54 to $185.53, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:15 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 5,990 | $184.13 | $1,102,917.74 |
DisclosureSEC source: 0001628280-26-003090 · wk-form4_1769116534.xml · nonDerivative · entry 3 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,490.994 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $183.54 to $184.53, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:15 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 1,900 | $182.63 | $347,004.22 |
DisclosureSEC source: 0001628280-26-003090 · wk-form4_1769116534.xml · nonDerivative · entry 2 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 297,480.994 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $182.35 to $183.25, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:15 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 11,430 | $181.85 | $2,078,566.07 |
DisclosureSEC source: 0001628280-26-003090 · wk-form4_1769116534.xml · nonDerivative · entry 1 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,380.994 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $181.34 to $182.33, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:16 UTC |
SMITH CHARLES AChief Risk Officer
|
SaleCommon Stock | 8,500 | $182.08 | $1,547,685.95 |
DisclosureSEC source: 0001628280-26-003091 · wk-form4_1769116567.xml · nonDerivative · entry 1 SMITH CHARLES A · CIK 0001977796 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,127.619 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $182.0401 to $182.1301, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:16 UTC |
YESHAYA SHARONChief Financial Officer
|
SaleCommon Stock | 15,838 | $185.77 | $2,942,176.16 |
DisclosureSEC source: 0001628280-26-003092 · wk-form4_1769116598.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,304.336 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $185.67 to $185.98, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:36 UTC |
PICK EDWARDDirector · Chairman and CEO
|
GiftCommon Stock | 8,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002401 · wk-form4_1768599390.xml · nonDerivative · entry 2 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 610,454.899 Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:36 UTC |
PICK EDWARDDirector · Chairman and CEO
|
Tax withholdingCommon Stock | 35,134 | $191.23 | $6,718,674.82 |
DisclosureSEC source: 0001628280-26-002401 · wk-form4_1768599390.xml · nonDerivative · entry 1 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 618,603.899 F1 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2023. F2 · balance_after: Since the Reporting Person's last report, 77,013 shares of Common Stock previously reported as indirectly beneficially owned by a grantor retained annuity trust were transferred back to the Reporting Person in satisfaction of an annuity payment. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:37 UTC |
CRAWLEY MANDELLChief Client Officer
|
Tax withholdingCommon Stock | 5,934 | $191.23 | $1,134,758.82 |
DisclosureSEC source: 0001628280-26-002405 · wk-form4_1768599453.xml · nonDerivative · entry 2 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,648.495 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2023. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:37 UTC |
CRAWLEY MANDELLChief Client Officer
|
GrantCommon Stock | 18,171.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002405 · wk-form4_1768599453.xml · nonDerivative · entry 1 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,582.495 F1 · kind: Restricted Stock Units granted in 2026 as part of 2025 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:38 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
Tax withholdingCommon Stock | 20,893 | $191.23 | $3,995,368.39 |
DisclosureSEC source: 0001628280-26-002407 · wk-form4_1768599485.xml · nonDerivative · entry 2 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,325.59 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2023. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:38 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
GrantCommon Stock | 36,965.47 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002407 · wk-form4_1768599485.xml · nonDerivative · entry 1 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,218.59 F1 · kind: Restricted Stock Units granted in 2026 as part of 2025 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:38 UTC |
Pizzi Michael A.Head Technology & Operations
|
Tax withholdingCommon Stock | 12,218 | $191.23 | $2,336,448.14 |
DisclosureSEC source: 0001628280-26-002408 · wk-form4_1768599514.xml · nonDerivative · entry 2 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,872.293 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2023. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:38 UTC |
Pizzi Michael A.Head Technology & Operations
|
GrantCommon Stock | 23,213.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002408 · wk-form4_1768599514.xml · nonDerivative · entry 1 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,090.293 F1 · kind: Restricted Stock Units granted in 2026 as part of 2025 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:39 UTC |
SAPERSTEIN ANDREW MCo-President
|
Tax withholdingCommon Stock | 27,265 | $191.23 | $5,213,885.95 |
DisclosureSEC source: 0001628280-26-002410 · wk-form4_1768599543.xml · nonDerivative · entry 2 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,810.994 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2023. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:39 UTC |
SAPERSTEIN ANDREW MCo-President
|
GrantCommon Stock | 39,994.09 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002410 · wk-form4_1768599543.xml · nonDerivative · entry 1 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,075.994 F1 · kind: Restricted Stock Units granted in 2026 as part of 2025 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:39 UTC |
SIMKOWITZ DANIEL ACo-President
|
Tax withholdingCommon Stock | 35,435 | $191.23 | $6,776,235.05 |
DisclosureSEC source: 0001628280-26-002411 · wk-form4_1768599575.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 390,310.406 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2023. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:39 UTC |
SIMKOWITZ DANIEL ACo-President
|
GrantCommon Stock | 39,994.09 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002411 · wk-form4_1768599575.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 425,745.406 F1 · kind: Restricted Stock Units granted in 2026 as part of 2025 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.