Informed actor · disclosed-activity record
JAMES A BEER
Director (via Morgan Stanley Smith Barney LLC Executive Financial Services)
Every row below is a public disclosure this person or firm filed, dated and linked to its source. This is a factual record of what was disclosed and when — what it means, and whether any timing is coincidence or signal, is a judgment this page deliberately does not make.
Bullish filings
0
Bearish filings
12
Names touched
2
Disclosed $ (bull / bear)
$0 / $561K
Most active in: DOCU (7) · ZS (5)
Disclosures, last 12 months
12 of 12 · linked to source| Date | Name | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-06-17 | ZS | filed notice to sell | $22K | SEC ↗ |
| 2026-06-02 | DOCU | sold | $25K | SEC ↗ |
| 2026-06-02 | DOCU | filed notice to sell | $25K | SEC ↗ |
| 2026-03-18 | ZS | sold | $27K | SEC ↗ |
| 2026-03-18 | ZS | filed notice to sell | $27K | SEC ↗ |
| 2026-03-03 | DOCU | sold | $20K | SEC ↗ |
| 2026-03-03 | DOCU | filed notice to sell | $20K | SEC ↗ |
| 2026-01-02 | ZS | sold | $148K | SEC ↗ |
| 2026-01-02 | ZS | filed notice to sell | $148K | SEC ↗ |
| 2025-12-02 | DOCU | sold | $31K | SEC ↗ |
| 2025-12-02 | DOCU | filed notice to sell | $31K | SEC ↗ |
| 2025-09-16 | DOCU | sold | $37K | SEC ↗ |
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Public filings only, shown as filed; the linked filing is the authoritative record. Descriptive, not investment advice — and never an allegation: proximity of a disclosure to any event is a fact of dates, not a conclusion about intent. Methodology · Today's notable signals