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.
Transaction Summary of James P Gorman
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
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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.
Performance of James P Gorman
James P Gorman Ownership Network
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.
Morgan Stanley Insider Transactions
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.