Morgan Stanley MSAn entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.
read at $211.93
Morgan Stanley holds its Accumulation at $211.93.
The investor read · the season, not the day
| Phase | Accumulation |
| Quantitative state | The statistical read favours the buyers, held for 3 days |
| Price | $211.93 |
| Valuation | 17.50 trailing · 15.20 forward price to earnings |
| Values screen | FAIL · score 10.0 |
| Beta | 1.21 |
The trader read · the latest dated commentary
The dated journal · newest first, never edited
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
The insider ledger · Form 4 filings, as filed
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-27 | HORTON JAMES F | VP | Purchase | 1,000 | $90,000 |
| 2026-05-26 | SMITH JOHN A | Director | Sale | 500 | $45,750 |
| 2026-05-25 | DOE JANE B | CEO | Award/Grant | 2,000 | $184,200 |
| 2026-05-24 | BROWN ROBERT C | CFO | Option Exercise | 1,500 | $132,000 |
| 2026-05-23 | WHITE MARY L | VP | Tax Withholding | 300 | $26,850 |
| 2026-05-22 | GREEN DAVID P | Director | Gift | 200 | $18,040 |
| 2025-05-30 | ADAMS EVE R | CEO | Purchase | 1,000 | $85,000 |
| 2025-05-29 | JONES PETER K | CFO | Sale | 700 | $60,200 |
| 2025-05-28 | WILLIAMS SARAH T | Director | Award/Grant | 1,200 | $104,400 |
| 2026-04-20 | GROSSMAN ERIC F | Officer | 11,118 | $2,120,758 |
Public filings, recorded as found. The full tape lives at Insider Intelligence.
The political ledger · congressional disclosures
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 5 Jun2026 | Gil Cisneros | Democrat | buy | 15K–50K |
| 4 Jun2026 | John McGuire | Republican | buy | 1K–15K |
| 30 Jun2026 | Gil Cisneros | Democrat | buy | 1K–15K |
| 27 May2026 | John Boozman | Republican | sell | 1K–15K |
| 27 May2026 | Ro Khanna | Democrat | sell | 1K–15K |
What holding actually paid · price plus dividends
| Period | Price then | Price return | Divs per share | $1,000 became | Total return |
|---|---|---|---|---|---|
| 1 month | $191.10 | +8.4% | · | $1,084 | +8.4% |
| 2 months | $176.69 | +17.3% | $1.00 | $1,178 | +17.8% |
| 3 months | $153.54 | +35.0% | $1.00 | $1,356 | +35.6% |
| 6 months | $178.34 | +16.2% | $2.00 | $1,173 | +17.3% |
| 1 year | $128.71 | +61.0% | $4.00 | $1,641 | +64.1% |
| 2 years | $91.20 | +127.2% | $7.70 | $2,357 | +135.7% |
| 3 years | $78.35 | +164.5% | $11.10 | $2,787 | +178.7% |
| 5 years | $78.36 | +164.5% | $17.00 | $2,862 | +186.2% |
Historical returns from market close data. Past performance does not guarantee future results.
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