Robert Herz

Companies

• WorkivaBoard member Dec 19, 2014 to now⁵
• Morgan StanleyBoard member 2012 to now⁶
• Fannie MaeBoard member Jun 2011 to now⁷

Holdings

Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.

Shares held

• Morgan Stanley MS102,563 shares⁸$19.0M at $185.03Jun 1, 2026
• Workiva WK74,181 shares⁹$5.7M at $76.52Jun 8, 2026

As of each latest filing. The line shows shares held over time.

Recent filings

• Jun 4, 2026Sold 1,500 shares at $51.23 of Workiva⁹
• Jun 1, 2026Granted 1,310 shares of Morgan Stanley⁸
• Jun 1, 2026Granted 4,070 shares of Workiva¹⁰
• May 29, 2026Sold 1,000 shares at $49.69 of Workiva¹¹
• Dec 10, 2025Sold 1,500 shares at $91.44 of Workiva¹²
• Jun 1, 2025Granted 2,155 shares of Morgan Stanley¹³
• May 29, 2025Granted 3,218 shares of Workiva¹⁴
• May 2, 2025Sold 800 shares at $119.32 of Morgan Stanley¹⁵
• Mar 14, 2025Sold 1,500 shares at $88.66 of Workiva¹⁶
• Mar 14, 2025Sold 1,000 shares at $88.70 of Workiva¹⁶
• Nov 11, 2024Sold 4,800 shares at $94.77 of Workiva¹⁷
• Nov 11, 2024Sold 3,177 shares at $94.69 of Workiva¹⁷
• Jul 17, 2024Sold 139 shares at $106.63 of Morgan Stanley¹⁸
• Jul 17, 2024Sold 861 shares at $106.62 of Morgan Stanley¹⁸
• Jun 1, 2024Granted 2,675 shares of Morgan Stanley¹⁹
• May 30, 2024Granted 2,817 shares of Workiva²⁰
• Feb 23, 2024Other 11,793 shares at $86.05 of Workiva²¹
• Feb 23, 2024Other 11,793 shares at $86.05 of Workiva²¹
• Nov 3, 2023Sold 1,500 shares at $89.32 of Workiva²²
• Jun 1, 2023Granted 3,168 shares of Morgan Stanley²³
• May 30, 2023Granted 2,217 shares of Workiva²⁴
• Jan 23, 2023Sold 7,818 shares at $90.51 of Workiva²⁵
• Jan 13, 2023Sold 9,182 shares at $90.07 of Workiva²⁶
• Jan 3, 2023Sold 3,000 shares at $85.00 of Workiva²⁷
• Jun 1, 2022Granted 2,945 shares of Morgan Stanley²⁸