Directional Asset Management

Position in MS — Morgan Stanley

CIK 2105817 ARLINGTON HEIGHTS, IL

Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

-$733,817 QoQ

Shares Held

-100.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

3 quarters on record

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Derivatives in MS

reported options exposure · as of Jun 30, 2026

CallValue

$998,375

CallShares

4,776

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Directional Asset Management holds $4,580,595 across 2 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	3,322	$3,359,771
2	SCHW	Schwab Charles Corp	13,231	$1,220,824

All Filings in MS

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$998,375	4,776	—	Call	Sole	2026-07-27
2026-03-31	$733,817	4,459	+9.4%	Shares	Sole	2026-04-27
2025-12-31	$723,789	4,077	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.