Quick Takeaways
- Robert H. Herz has 2 issuer positions tracked on this page.
- Estimated disclosed ownership value: $18,573,652.
- Recent insider filing activity is available below.
- Info
- Insider Ownership
Insider Trading & Ownership of Robert H. Herz
- Location
- Washington, DC
- Summary
- The estimated net worth of Robert H. Herz is at least $18,573,652 dollars as of 12 Dec 2025. Robert H. Herz is the Director of MORGAN STANLEY and owns shares of MORGAN STANLEY (MS) stock worth about $12.1M. Robert H. Herz is the Director of WORKIVA INC and owns shares of WORKIVA INC (WK) stock worth about $6.47M.
- Signature
- /s/ Brandon E. Ziegler as attorney-in-fact for Robert H. Herz
- All Insider Reports
- All Insider Reports
Follow Filing Activity
Follow Robert H. Herz and return when a new Insider Trading filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
What Changed
- Largest disclosed position: MORGAN STANLEY ($12,100,848).
- Past-year value change for that position: -$95,459.
Why This Matters
- This page translates Forms 3/4/5 into a quick ownership context before you inspect each transaction row.
- You can cross-check role, issuer, and filing chronology directly against the SEC source.
Source Evidence
Filed on Form 4
See Original Filing
Insider ownership context is sourced from SEC Forms 3, 4, and 5.
Ownership of Robert H. Herz
| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| MS, MS-PA | MORGAN STANLEY | Director | $12,100,848 | -$95,459 | -0.78% | 01 Jun 2025 |
| WK | WORKIVA INC | Director | $6,472,804 | -$137,160 | -2.1% | 10 Dec 2025 |
Insider Transactions Reported by Robert H. Herz:
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|
* An asterisk sign (*) next to the price indicates that the price is likely invalid.