Insider · CIK 0001523753
Robert H Herz
Files at MS (MORGAN STANLEY), WK (WORKIVA INC). First filing Nov 13, 2024, latest May 2, 2025.
Where the trades landed
Last year at the 2 companies this insider has traded most, with each buy and sell on the bar it happened.
WK: WORKIVA INC
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
MS: MORGAN STANLEY
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 40Moderate | MORGAN STANLEY | $95k 800 shares | -1% | +27% from low-14% from high | |
| 42Moderate | WORKIVA INC | $222k 2,500 shares | -7% | - | |
| 50Moderate | WORKIVA INC | $756k 7,977 shares | -21% | - |
Transactions
Every row this insider has filed, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Jun 1, 2025 | MS MORGAN STANLEY | AGrant or award Common Stock | +2,155 | $0.00 | $0 | 99,432 | Jun 3, 2025 |
| May 29, 2025 | WK WORKIVA INC | AGrant or award Class A Common Stock | +3,218 | - | - | 37,302 | Jun 2, 2025 |
| May 2, 2025 | MS MORGAN STANLEY | SOpen-market sale Common Stock | -800 | $119.32 | $95k | 96,760 | May 2, 2025 |
| Mar 14, 2025 | WK WORKIVA INC | SOpen-market sale Class A Common Stock | -1,000 | $88.70 | $89k | 34,084 | Mar 14, 2025 |
| Mar 14, 2025 | WK WORKIVA INC | SOpen-market sale Class A Common Stockindirect: By Trust | -1,500 | $88.66 | $133k | 36,809 | Mar 14, 2025 |
| Nov 11, 2024 | WK WORKIVA INC | SOpen-market sale Class A Common Stock | -3,177 | $94.69 | $301k | 35,084 | Nov 13, 2024 |
| Nov 11, 2024 | WK WORKIVA INC | SOpen-market sale Class A Common Stockindirect: By Trust | -4,800 | $94.77 | $455k | 38,309 | Nov 13, 2024 |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.