Stephen J Luczo insider trades: Morgan Stanley (MS) stock buys and sales
Trades on the price chart
Daily close, with an arrow on each day they bought or sold
Companies
Where Stephen reports to the SEC
Open-market buys and sales
198 trades reported on SEC Form 4, newest first
| Date | Stock | Type | Shares | Price | Value | Holding | Reported |
|---|---|---|---|---|---|---|---|
| Oct 17, 2024 | MS | ↓ Sell | 60,000 | $119.17 | $7.2M | By Revocable Trust | Oct 18, 2024 (1d) |
| Nov 13, 2023 | T | ↑ Buy | 62,500 | $15.55 | $972K | By Trust | Nov 15, 2023 (2d) |
| May 12, 2022 | MS | ↑ Buy | 25,000 | $79.30 | $2.0M | By Revocable Trust | May 13, 2022 (1d) |
| Mar 4, 2022 | STX | ↓ Sell | 50,000 | $103.26 | $5.2M | Stephen J. Luczo Revocable Trust dated J | Mar 8, 2022 (4d) |
| Nov 8, 2021 | T | ↑ Buy | 100,000 | $25.04 | $2.5M | By Trust | Nov 10, 2021 (2d) |
| May 18, 2021 | T | ↑ Buy | 100,000 | $29.80 | $3.0M | By Trust | May 24, 2021 (6d) |
| Apr 26, 2021 | STX | ↓ Sell | 100,000 | $92.13 | $9.2M | Stephen J. Luczo Revocable Trust dated J | Apr 28, 2021 (2d) |
| Mar 12, 2021 | STX | ↓ Sell | 194,384 | $76.68 | $14.9M | Direct | Mar 16, 2021 (4d) |
| Mar 12, 2021 | STX | ↓ Sell | 50,000 | $76.65 | $3.8M | Stephen J. Luczo Revocable Trust dated J | Mar 16, 2021 (4d) |
| Mar 8, 2021 | STX | ↓ Sell | 127,600 | $74.47 | $9.5M | Direct | Mar 10, 2021 (2d) |
| Mar 4, 2021 | STX | ↓ Sell | 75,000 | $71.95 | $5.4M | Stephen J. Luczo Revocable Trust dated J | Mar 8, 2021 (4d) |
| Dec 3, 2020 | STX | ↓ Sell | 20,000 | $62.55 | $1.3M | Stephen J. Luczo Revocable Trust dated J | Dec 7, 2020 (4d) |
| Oct 20, 2020 | STX | ↓ Sell10b5-1 | 7,000 | $52.49 | $367K | Stephen J. Luczo Revocable Trust dated J | Oct 21, 2020 (1d) |
| Oct 8, 2020 | STX | ↓ Sell10b5-1 | 56,000 | $51.00 | $2.9M | Stephen J. Luczo Revocable Trust dated J | Oct 13, 2020 (5d) |
| Jul 23, 2020 | T | ↑ Buy | 100,000 | $29.69 | $3.0M | By Trust | Jul 27, 2020 (4d) |
| Jun 16, 2020 | STX | ↓ Sell10b5-1 | 7,000 | $52.35 | $366K | Stephen J. Luczo Revocable Trust dated J | Jun 18, 2020 (2d) |
| Jun 2, 2020 | STX | ↓ Sell10b5-1 | 7,000 | $51.74 | $362K | Stephen J. Luczo Revocable Trust dated J | Jun 4, 2020 (2d) |
| May 20, 2020 | STX | ↓ Sell10b5-1 | 5,000 | $50.91 | $255K | Stephen J. Luczo Revocable Trust dated J | May 22, 2020 (2d) |
| May 6, 2020 | STX | ↓ Sell10b5-1 | 5,000 | $47.34 | $237K | Stephen J. Luczo Revocable Trust dated J | May 8, 2020 (2d) |
| Apr 29, 2020 | STX | ↓ Sell | 53,936 | $50.10 | $2.7M | Stephen J. Luczo Revocable Trust dated J | Apr 30, 2020 (1d) |
| Apr 27, 2020 | STX | ↓ Sell | 46,064 | $49.51 | $2.3M | Stephen J. Luczo Revocable Trust dated J | Apr 29, 2020 (2d) |
| Apr 22, 2020 | STX | ↓ Sell10b5-1 | 5,000 | $50.49 | $252K | Stephen J. Luczo Revocable Trust dated J | Apr 24, 2020 (2d) |
| Apr 22, 2020 | T | ↑ Buy | 36,000 | $29.38 | $1.1M | By Trust | Apr 23, 2020 (1d) |
| Apr 17, 2020 | MS | ↑ Buy | 19,000 | $38.68 | $735K | By Revocable Trust | Apr 20, 2020 (3d) |
| Apr 8, 2020 | STX | ↓ Sell10b5-1 | 5,000 | $49.52 | $248K | Stephen J. Luczo Revocable Trust dated J | Apr 10, 2020 (2d) |
| Mar 25, 2020 | STX | ↓ Sell10b5-1 | 5,000 | $47.01 | $235K | Stephen J. Luczo Revocable Trust dated J | Mar 27, 2020 (2d) |
| Mar 13, 2020 | STX | ↓ Sell10b5-1 | 5,000 | $47.00 | $235K | Stephen J. Luczo Revocable Trust dated J | Mar 16, 2020 (3d) |
| Feb 28, 2020 | MS | ↑ Buy | 50,000 | $44.97 | $2.2M | By Revocable Trust | Mar 2, 2020 (3d) |
| Feb 26, 2020 | STX | ↓ Sell10b5-1 | 5,000 | $51.04 | $255K | Stephen J. Luczo Revocable Trust dated J | Feb 28, 2020 (2d) |
| Feb 21, 2020 | MS | ↑ Buy | 50,000 | $53.00 | $2.6M | By Revocable Trust | Feb 24, 2020 (3d) |
| Feb 12, 2020 | STX | ↓ Sell10b5-1 | 5,000 | $55.96 | $280K | Stephen J. Luczo Revocable Trust dated J | Feb 14, 2020 (2d) |
| Feb 4, 2020 | T | ↑ Buy | 100,000 | $37.60 | $3.8M | By Trust | Feb 5, 2020 (1d) |
| Jan 29, 2020 | STX | ↓ Sell10b5-1 | 5,000 | $60.55 | $303K | Stephen J. Luczo Revocable Trust dated J | Jan 31, 2020 (2d) |
| Jan 15, 2020 | STX | ↓ Sell10b5-1 | 5,000 | $60.54 | $303K | Stephen J. Luczo Revocable Trust dated J | Jan 17, 2020 (2d) |
| Jan 2, 2020 | STX | ↓ Sell10b5-1 | 5,000 | $59.81 | $299K | Stephen J. Luczo Revocable Trust dated J | Jan 6, 2020 (4d) |
| Dec 18, 2019 | STX | ↓ Sell10b5-1 | 5,000 | $59.10 | $296K | Stephen J. Luczo Revocable Trust dated J | Dec 20, 2019 (2d) |
| Dec 4, 2019 | STX | ↓ Sell10b5-1 | 55,000 | $59.70 | $3.3M | Stephen J. Luczo Revocable Trust dated J | Dec 4, 2019 (0d) |
| Nov 21, 2019 | STX | ↓ Sell10b5-1 | 90,000 | $59.42 | $5.3M | Stephen J. Luczo Revocable Trust dated J | Nov 22, 2019 (1d) |
| Nov 6, 2019 | STX | ↓ Sell10b5-1 | 105,000 | $58.00 | $6.1M | Stephen J. Luczo Revocable Trust dated J | Nov 6, 2019 (0d) |
| Oct 23, 2019 | STX | ↓ Sell10b5-1 | 5,000 | $55.60 | $278K | Stephen J. Luczo Revocable Trust dated J | Oct 25, 2019 (2d) |
| Oct 9, 2019 | STX | ↓ Sell10b5-1 | 5,000 | $51.51 | $258K | Stephen J. Luczo Revocable Trust dated J | Oct 11, 2019 (2d) |
| Sep 25, 2019 | STX | ↓ Sell10b5-1 | 5,000 | $52.20 | $261K | Stephen J. Luczo Revocable Trust dated J | Sep 27, 2019 (2d) |
| Sep 11, 2019 | STX | ↓ Sell10b5-1 | 5,000 | $55.29 | $276K | Stephen J. Luczo Revocable Trust dated J | Sep 13, 2019 (2d) |
| Aug 28, 2019 | STX | ↓ Sell10b5-1 | 5,000 | $47.00 | $235K | Stephen J. Luczo Revocable Trust dated J | Aug 30, 2019 (2d) |
| Aug 19, 2019 | STX | ↓ Sell10b5-1 | 5,000 | $47.00 | $235K | Stephen J. Luczo Revocable Trust dated J | Aug 21, 2019 (2d) |
| Jul 31, 2019 | STX | ↓ Sell10b5-1 | 5,000 | $47.37 | $237K | Stephen J. Luczo Revocable Trust dated J | Aug 2, 2019 (2d) |
| Jul 17, 2019 | STX | ↓ Sell10b5-1 | 5,000 | $47.21 | $236K | Stephen J. Luczo Revocable Trust dated J | Jul 19, 2019 (2d) |
| Jul 3, 2019 | STX | ↓ Sell10b5-1 | 5,000 | $47.45 | $237K | Stephen J. Luczo Revocable Trust dated J | Jul 8, 2019 (5d) |
| Jun 24, 2019 | STX | ↓ Sell10b5-1 | 10,000 | $47.00 | $470K | Stephen J Luczo Revocable Trust dated Ja | Jun 26, 2019 (2d) |
| May 6, 2019 | STX | ↓ Sell | 99,999 | $49.33 | $4.9M | Stephen J Luczo Revocable Trust dated Ja | May 8, 2019 (2d) |
Each row is one filing's trades in one stock, summed. Shares and prices are as filed, before any later stock split.
Other MS insiders
Open-market trades in the last 12 months
About Stephen J Luczo's insider trades
Stephen J Luczo is a director at Morgan Stanley (MS). Since Aug 2, 2005, Stephen has reported 17 open-market purchases worth $38.1M and 181 sales worth $1.34B on SEC Form 4. There have been no open-market trades in the last 12 months.
119 sales (15% of the value sold) were made under a Rule 10b5-1 trading plan, which is set up months in advance and runs on a schedule, so they say little about how the insider sees the stock today.
Their filings also include grants and awards (87 filings), option exercises (47 filings), gifts (25 filings), shares withheld for taxes (14 filings). These aren't open-market trades and aren't counted above.
How to read insider trades
Officers, directors and owners of more than 10% of a company must report trades in its stock on SEC Form 4, usually within two business days. Purchases with their own money are the stronger signal: insiders sell for many reasons (taxes, diversification, a house), but buy for one. See every MS insider trade, the latest insider trades across the market, or cluster buys, when several insiders buy the same stock within days.