James P Gorman - Net Worth and Insider Trading

James P Gorman Net Worth

The estimated net worth of James P Gorman is at least $75 Million dollars as of 2024-12-27. James P Gorman is the Executive Chairman of Morgan Stanley and owns about 568,059 shares of Morgan Stanley (MS) stock worth over $73 Million. James P Gorman is also the Director of The Walt Disney Co and owns about 20,467 shares of The Walt Disney Co (DIS) stock worth over $2 Million. Details can be seen in James P Gorman's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that James P Gorman has not made any transactions after 2024-07-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of James P Gorman

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James P Gorman Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, James P Gorman owns 3 companies in total, including Morgan Stanley (PEL) , MSCI Inc (MSCI) , and Morgan Stanley (MS) .

Click here to see the complete history of James P Gorman’s form 4 insider trades.

Insider Ownership Summary of James P Gorman

Ticker Comapny Transaction Date Type of Owner
PEL Morgan Stanley 2020-07-17 director & Chairman and CEO
MSCI MSCI Inc 2007-11-14 director
MS Morgan Stanley 2024-07-17 other: Business Unit Head

James P Gorman Latest Holdings Summary

James P Gorman currently owns a total of 2 stocks. Among these stocks, James P Gorman owns 568,059 shares of Morgan Stanley (MS) as of July 17, 2024, with a value of $73 Million and a weighting of 96.93%. James P Gorman also owns 20,467 shares of The Walt Disney Co (DIS) as of May 8, 2024, with a value of $2 Million and a weighting of 3.07%.

Latest Holdings of James P Gorman

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
MS Morgan Stanley 2024-07-17 568,059 128.03 72,728,594
DIS The Walt Disney Co 2024-05-08 20,467 112.55 2,303,561

Holding Weightings of James P Gorman


James P Gorman Form 4 Trading Tracker

According to the SEC Form 4 filings, James P Gorman has made a total of 10 transactions in Morgan Stanley (MS) over the past 5 years, including 0 buys and 10 sells. The most-recent trade in Morgan Stanley is the sale of 200,000 shares on July 17, 2024, which brought James P Gorman around $21 Million.

According to the SEC Form 4 filings, James P Gorman has made a total of 1 transactions in The Walt Disney Co (DIS) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in The Walt Disney Co is the acquisition of 20,000 shares on May 8, 2024, which cost James P Gorman around $2 Million.

Insider Trading History of James P Gorman

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

James P Gorman Trading Performance

GuruFocus tracks the stock performance after each of James P Gorman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James P Gorman is -16.8%. GuruFocus also compares James P Gorman's trading performance to market benchmark return within the same time period. The performance of stocks bought by James P Gorman within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how James P Gorman's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of James P Gorman

Average Return

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Average return per transaction

Outperforming Transactions

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0 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -11.34 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -11.79 LIMIT LIMIT LIMIT LIMIT LIMIT

James P Gorman Ownership Network

Ownership Network List of James P Gorman

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Ownership Network Relation of James P Gorman

Insider Network Chart

James P Gorman Owned Company Details

What does Morgan Stanley do?

Who are the key executives at Morgan Stanley?

James P Gorman is the director & Chairman and CEO of Morgan Stanley. Other key executives at Morgan Stanley include Head of Wealth Management Andrew M Saperstein , Head of Tech/Ops/Resilience Robert P Rooney , and Chief Risk Officer Keishi Hotsuki .

Morgan Stanley (PEL) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Morgan Stanley (PEL) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Morgan Stanley (PEL) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Morgan Stanley (PEL)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Morgan Stanley Insider Transactions

No Available Data

James P Gorman Mailing Address

Above is the net worth, insider trading, and ownership report for James P Gorman. You might contact James P Gorman via mailing address: C/o Morgan Stanley, 1585 Broadway, New York Ny 10036.

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