Moritz Robert Edward Jr.
Director · NTRS, WMT, SPGI
As of 2026-09-16, Moritz Robert Edward Jr. has 20 Form 4 transactions on record across 3 companies — 12 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.
Pattern in the record: open-market purchases filed in April in multiple years since 2025 — a recurring calendar cadence, more consistent with scheduled activity than a one-off decision.
Reconstructed holdings
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
Filing ledger
| Date | Company | Action | Shares @ price | Value | Ownership Δ | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-07-29 | NTRS | Purchase | 255 @ $179.57 | $46K | +3.1% of holding | 8,400 | Form 4 |
| 2026-05-01 | NTRS | Purchase | 225 @ $166.41 | $37K | +2.8% of holding | 8,145 | Form 4 |
| 2026-04-30 | SPGI | Purchase | 1,152 @ $434.03 | $500K | ownership Δ n/a | 1,152 | Form 4 |
| 2026-02-02 | NTRS | Purchase | 245 @ $151.85 | $37K | +3.7% of holding | 6,931 | Form 4 |
| 2025-11-04 | NTRS | Purchase | 3,891 @ $128.57 | $500K | +139.2% of holding | 6,686 | Form 4 |
| 2025-10-27 | NTRS | Purchase | 270 @ $126.66 | $34K | +10.7% of holding | 2,795 | Form 4 |
| 2025-08-13 | NTRS | Purchase | 256 @ $126.34 | $32K | +11.3% of holding | 2,525 | Form 4 |
| 2025-04-24 | NTRS | Purchase | 112 @ $91.62 | $10K | +5.2% of holding | 2,269 | Form 4 |
12 award / exercise / gift records — not counted as purchases
| Date | Company | Action | Shares | Owned after | Filing |
|---|---|---|---|---|---|
| 2026-06-30 | WMT | Award / grant | 276 | 14,032 | Form 4 |
| 2026-06-04 | WMT | Award / grant | 1,935 | 13,742 | Form 4 |
| 2026-04-21 | NTRS | Award / grant | 989 | 7,920 | Form 4 |
| 2026-03-31 | WMT | Award / grant | 231 | 11,750 | Form 4 |
| 2025-12-31 | WMT | Award / grant | 258 | 11,519 | Form 4 |
| 2025-09-30 | WMT | Award / grant | 279 | 11,261 | Form 4 |
| 2025-06-30 | WMT | Award / grant | 267 | 10,982 | Form 4 |
| 2025-06-05 | WMT | Award / grant | 2,348 | 10,715 | Form 4 |
| 2025-04-22 | NTRS | Award / grant | 1,902 | 2,157 | Form 4 |
| 2025-03-31 | WMT | Award / grant | 285 | 8,367 | Form 4 |
| 2025-03-01 | NTRS | Award / grant | 255 | 255 | Form 4 |
| 2024-12-31 | WMT | Award / grant | 277 | 8,082 | Form 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.