Herz Robert H
SEC insider (Form 3/4/5 filer). CIK 0001523753. Director at WORKIVA INC (WK) and 1 other issuer. 12 reported Form 4/5 transactions since Sep 2024; latest on Jun 4, 2026. Located in AMES, IA.
Companies Herz Robert H has filed insider reports for
- WORKIVA INC (WK): Director
- MORGAN STANLEY (MS): Director
Herz Robert H
CIK: 0001523753
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)8 (66.7%)
Position reduction
Option Exercises (M)0 (0.0%)
Derivative conversions
Awards (A)4 (33.3%)
Compensation grants
Other (G, F, J, C, D, …)0 (0.0%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (12 total)
- Jun 4, 2026WK
WORKIVA INC
SaleDirect1.5K shares at avg. $51.23$77K - Jun 1, 2026WK
WORKIVA INC
AwardDirect4.1K shares- - Jun 1, 2026MS
MORGAN STANLEY
AwardDirect1.3K shares- - May 29, 2026WK
WORKIVA INC
SaleDirect1K shares at avg. $49.69$50K - Dec 10, 2025WK
WORKIVA INC
SaleDirect1.5K shares at avg. $91.44$137K - Jun 1, 2025MS
MORGAN STANLEY
AwardDirect2.2K shares- - May 29, 2025WK
WORKIVA INC
AwardDirect3.2K shares- - May 2, 2025MS
MORGAN STANLEY
SaleDirect800 shares at avg. $119.32$95K - Mar 14, 2025WK
WORKIVA INC
SaleIndirect1.5K shares at avg. $88.66$133K - Mar 14, 2025WK
WORKIVA INC
SaleDirect1K shares at avg. $88.70$89K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jun 4, 2026 |  WK WORKIVA INC | Sale | 1,500 | $51.23 | $76,845 | Direct |
| Jun 1, 2026 | WK WORKIVA INC | Award | 4,070 | - | $0 | Direct |
| Jun 1, 2026 |  MS MORGAN STANLEY | Award | 1,310 | - | $0 | Direct |
| May 29, 2026 | WK WORKIVA INC | Sale | 1,000 | $49.69 | $49,690 | Direct |
| Dec 10, 2025 | WK WORKIVA INC | Sale | 1,500 | $91.44 | $137,160 | Direct |
| Jun 1, 2025 | MS MORGAN STANLEY | Award | 2,155 | - | - | Direct |
| May 29, 2025 | WK WORKIVA INC | Award | 3,218 | - | - | Direct |
| May 2, 2025 | MS MORGAN STANLEY | Sale | 800 | $119.32 | $95,459 | Direct |
| Mar 14, 2025 | WK WORKIVA INC | Sale | 1,500 | $88.66 | $132,990 | Indirect |
| Mar 14, 2025 | WK WORKIVA INC | Sale | 1,000 | $88.70 | $88,700 | Direct |
1-10 of 12 transactions