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Robert Herz Insider Profile

4 Followers
Robert Herz, Director at Morgan Stanley, holds 73.39K shares in Workiva (Ticker: WK), holds 95.91K shares in Morgan Stanley (Ticker: MS), holds 51.04K shares in Blackstone Senior Floating Rate Term Fund Shs of Benef Interest (Ticker: BSL). Most recently, Robert Herz Sold ― shares of Workiva on Nov 13, 2024 for an estimated value of 755.73K.
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Robert Herz

Robert Herz
Morgan Stanley (MS)
Director

Ranked #87,818 out of 99,797 Corporate Insiders

Profitable Transactions

44%
4 out of 9 Profitable Transactions

Average Return

-24.20%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$21M
56.37%
40.11%
3.53%
0.00%
A breakdown of Robert Herz's holdings

Insider Roles

Morgan Stanley
(MS)
Director
Workiva
(WK)
Director
Blackstone Senior Floating Rate Term Fund Shs of Benef Interest
(BSL)
Director
Federal National Mortgage Association
(FNMA)
Director
Roles that Robert Herz holds in companies

Most Profitable Insider Trade

Stock:
Workiva
(WK)
Rating:Informative Sell
Date:Aug 19, 2021 - Aug 19, 2022
Return:+47.40%
The most profitable trade made by Robert Herz

Robert Herz's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Morgan Stanley
Jul 19, 2024
Director
Informative Sell
106.62K
$11.84M
Blackstone Senior Floating Rate Term Fund Shs of Benef Interest
May 24, 2017
Director
Uninformative Buy
$740.58K
Workiva
Nov 13, 2024
Director
Informative Sell
755.73K
$8.42M
Federal National Mortgage Association
Director
$0.00
List of latest transactions for each holding click on a transaction to see Robert Herz's performance on stock

Robert Herz insider profile FAQ

What is the percentage of profitable transactions made by Robert Herz?
The percentage of profitable transactions made by Robert Herz is 44%.
    What is the average return per transaction made by Robert Herz?
    The average return per transaction made by Robert Herz is -24.20%.
      What stocks does Robert Herz hold?
      Robert Herz holds: MS, BSL, WK, FNMA stocks.
        What was Robert Herz’s latest transaction?
        Robert Herz latest transaction was an Informative Sell of $755.73K.
          What was Robert Herz's most profitable transaction?
          Robert Herz’s most profitable transaction was an Informative Sell of WK stock on August 19, 2021. The return on the trade was 47.40%.
            What is Robert Herz's role in Morgan Stanley?
            Robert Herz's role in Morgan Stanley is Director.
              How can I follow the stock ratings of top corporate insiders?
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