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Herz Robert H
1 Month
3 Month
6 Month
1 Year
2 Years
Include option trades
EDGAR CIK
0001523753
Workiva Inc - WK
Services
Business Services
Prepackaged Software
Director
Direct Buys
0
$0
0
Shares
Direct Sells
2
($389,530)
-4,177
Shares
Indirect Buys
0
$0
0
Shares
Indirect Sells
2
($587,886)
-6,300
Shares
Monthly Values
Show Transactions
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
11/11/2024
11/13/2024
Sell
-3,177 @ $94.69
($300,830)
35,084
(-8.30%)
Direct
11/11/2024
11/13/2024
Sell
-4,800 @ $94.77
($454,896)
38,309
(-11.13%)
Indirect - By Trust
Morgan Stanley - MS
Finance, Insurance, Real Estate
Security & Commodity Brokers
Security Brokers, Dealers & Flotation Companies
Director
Direct Buys
0
$0
0
Shares
Direct Sells
1
($106,621)
-1,000
Shares
Indirect Buys
0
$0
0
Shares
Indirect Sells
0
$0
0
Shares
Monthly Values
Show Transactions
Transaction
Filed
Type
Shares @ Price
Value
Balance ( Change % )
Ownership
07/17/2024
07/19/2024
Sell
-1,000 @ $106.62
($106,621)
95,908
(-1.03%)
Direct