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Who

Robert H. Herz

Director

Company insider

Files Form 4 as: Director, Workiva; Director, Morgan Stanley.

In numbers

Trades disclosed
66
Buys
0
Sells
17
Bought
$0
Sold
$6.7M
Companies
2
Companies where not an officer
2
First trade
1 Aug 2012
Last trade
4 Jun 2026
Last filed
8 Jun 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
WK WorkivaDirector · Software · last 4 Jun 20260 buys · 15 sells
MS Morgan StanleyDirector · Capital Markets & Asset Management · last 1 Jun 20260 buys · 2 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
10Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
4 Jun 2026filed 8 Jun 2026WK WorkivaSoftwareSEC FORM 4 Sold$77K1,500 at $51.23filing
4 Jun 2026filed 8 Jun 2026WK WorkivaSoftwareSEC FORM 4 Sold$77K1,500 at $51.23filing
1 Jun 2026filed 3 Jun 2026WK WorkivaSoftwareSEC FORM 4 Code A—4,070filing
1 Jun 2026filed 3 Jun 2026WK WorkivaSoftwareSEC FORM 4 Code A—4,070filing
1 Jun 2026filed 2 Jun 2026MS Morgan StanleyCapital Markets & Asset ManagementSEC FORM 4 Code A—1,309.777 at $0.00filing
1 Jun 2026filed 2 Jun 2026MS Morgan StanleyCapital Markets & Asset ManagementSEC FORM 4 Code A—1,309.78 at $0.00filing
29 May 2026filed 2 Jun 2026WK WorkivaSoftwareSEC FORM 4 Sold$50K1,000 at $49.69filing
29 May 2026filed 2 Jun 2026WK WorkivaSoftwareSEC FORM 4 Sold$50K1,000 at $49.69filing
10 Dec 2025filed 12 Dec 2025WK WorkivaSoftwareSEC FORM 4 Sold$137K1,500 at $91.44filing
1 Jun 2025filed 3 Jun 2025MS Morgan StanleyCapital Markets & Asset ManagementSEC FORM 4 Code A—2,155.46 at $0.00filing
29 May 2025filed 2 Jun 2025WK WorkivaSoftwareSEC FORM 4 Code A—3,218filing
2 May 2025filed 2 May 2025MS Morgan StanleyCapital Markets & Asset ManagementSEC FORM 4 Sold$95K800 at $119.32filing
14 Mar 2025filed 14 Mar 2025WK WorkivaSoftwareSEC FORM 4 Sold$89K1,000 at $88.70filing
14 Mar 2025filed 14 Mar 2025WK WorkivaSoftwareSEC FORM 4 Sold$133K1,500 at $88.66filing
11 Nov 2024filed 13 Nov 2024WK WorkivaSoftwareSEC FORM 4 Sold$301K3,177 at $94.69filing
11 Nov 2024filed 13 Nov 2024WK WorkivaSoftwareSEC FORM 4 Sold$455K4,800 at $94.77filing
17 Jul 2024filed 19 Jul 2024MS Morgan StanleyCapital Markets & Asset ManagementSEC FORM 4 Sold$92K861 at $106.62filing
17 Jul 2024filed 19 Jul 2024MS Morgan StanleyCapital Markets & Asset ManagementSEC FORM 4 Sold$15K139 at $106.63filing
1 Jun 2024filed 3 Jun 2024MS Morgan StanleyCapital Markets & Asset ManagementSEC FORM 4 Code A—2,675.29 at $0.00filing
30 May 2024filed 3 Jun 2024WK WorkivaSoftwareSEC FORM 4 Code A—2,817filing

News

Workiva (NYSE:WK) and C3.ai (NYSE:AI) Head-To-Head AnalysisWK · themarketsdaily.com · 15 Oct 2026Workiva (NYSE:WK) and Consensus Cloud Solutions (NASDAQ:CCSI) Head to Head ReviewWK · tickerreport.com · 13 Oct 2026

0 headlines in the last 90 days name Robert H. Herz; 2 articles from the last 14 days about the 1 company they traded most, at most three about any one of them.

Sectors

Technology15
Financials2

Buys in green, sells in red, by the company’s sector.

Related people

MITSUBISHI UFJ FINANCIAL GROUP INC10% owner · 10% owner at Morgan Stanley, filing Form 4 there in the last year
Martin J. VanderploegDirector · Director at Workiva, filing Form 4 there in the last year
Junko SwainSVP, Chief Accounting Officer · SVP, Chief Accounting Officer at Workiva, filing Form 4 there in the last year
Brandon ZieglerEVP, CLO, CAO & Corp Secretary · EVP, CLO, CAO & Corp Secretary at Workiva, filing Form 4 there in the last year
Mary L. SchapiroDirector · Director at Morgan Stanley, filing Form 4 there in the last year
Donald J. TrumpPresident · Also traded MS in the last 90 days