SMITH CHARLES A

Officer · MS

As of 2026-09-16, SMITH CHARLES A has 6 Form 4 transactions on record across 1 company — 3 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $24.1MIndirect: $0$24.1Mas of 2026-09-16
  • Direct $24.1M
  • Indirect $0
MSdirect119,128 sh$24.1M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

MS · 6 trades
2026-01-20: Sale, 8,500 sh ($1.5M)2026-01-16: Withheld for tax, 17,401 sh ($3.3M)2026-01-16: Award / grant, 24,589 sh ($0)2025-07-17: Sale, 20,000 sh ($2.8M)2025-01-17: Withheld for tax, 20,237 sh ($2.7M)2025-01-17: Award / grant, 29,329 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-01-20MSSale8,500 @ $182.08$1.5M−6.7% of holding119,128Form 4
2025-07-17MSSale20,000 @ $140.30$2.8M−14.4% of holding119,239Form 4
4 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-01-16MSWithheld for tax17,401127,611Form 4
2026-01-16MSAward / grant24,589145,012Form 4
2025-01-17MSWithheld for tax20,237137,808Form 4
2025-01-17MSAward / grant29,329158,045Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.