Herz Robert H

EDGAR CIK 0001523753

Morgan Stanley - MS

  1. Finance, Insurance, Real Estate
  2. Security & Commodity Brokers
  3. Security Brokers, Dealers & Flotation Companies
Director
Direct Buys
0
$0
0 Shares
Direct Sells
1
($95,459)
-800 Shares
Indirect Buys
0
$0
0 Shares
Indirect Sells
0
$0
0 Shares
Monthly Values

Transaction Filed Type Shares @ Price Value Balance ( Change % ) Ownership
05/02/2025
05/02/2025
Sell
-800 @ $119.32
 ($95,459) 96,760 (-0.82%) Direct

Workiva Inc - WK

  1. Services
  2. Business Services
  3. Prepackaged Software
Director
Direct Buys
0
$0
0 Shares
Direct Sells
1
($88,700)
-1,000 Shares
Indirect Buys
0
$0
0 Shares
Indirect Sells
1
($132,990)
-1,500 Shares
Monthly Values

Transaction Filed Type Shares @ Price Value Balance ( Change % ) Ownership
03/14/2025
03/14/2025
Sell
-1,000 @ $88.70
 ($88,700) 34,084 (-2.85%) Direct
03/14/2025
03/14/2025
Sell
-1,500 @ $88.66
 ($132,990) 36,809 (-3.92%) Indirect - By Trust