Robert H Herz - Net Worth and Insider Trading
Robert H Herz Net Worth
The estimated net worth of Robert H Herz is at least $20 Million dollars as of 2024-11-08. Robert H Herz is the Director of Morgan Stanley and owns about 95,908 shares of Morgan Stanley (MS) stock worth over $12 Million. Robert H Herz is also the Director of Workiva Inc and owns about 78,553 shares of Workiva Inc (WK) stock worth over $7 Million. Details can be seen in Robert H Herz's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Robert H Herz has not made any transactions after 2024-07-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Robert H Herz
Robert H Herz Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Robert H Herz owns 4 companies in total, including Morgan Stanley (PEL) , Workiva Inc (WK) , and Federal National Mortgage Association Fannie Mae (FNMA) among others .
Click here to see the complete history of Robert H Herz’s form 4 insider trades.
Insider Ownership Summary of Robert H Herz
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
PEL | Morgan Stanley | 2020-06-01 | director |
WK | Workiva Inc | 2023-11-03 | director |
FNMA | Federal National Mortgage Association Fannie Mae | 2011-06-15 | director |
2024-07-17 | director |
Robert H Herz Latest Holdings Summary
Robert H Herz currently owns a total of 2 stocks. Among these stocks, Robert H Herz owns 95,908 shares of Morgan Stanley (MS) as of July 17, 2024, with a value of $12 Million and a weighting of 63.15%. Robert H Herz also owns 78,553 shares of Workiva Inc (WK) as of November 3, 2023, with a value of $7 Million and a weighting of 36.85%.
Latest Holdings of Robert H Herz
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
MS | Morgan Stanley | 2024-07-17 | 95,908 | 128.44 | 12,318,424 |
WK | Workiva Inc | 2023-11-03 | 78,553 | 91.49 | 7,186,814 |
Holding Weightings of Robert H Herz
Robert H Herz Form 4 Trading Tracker
According to the SEC Form 4 filings, Robert H Herz has made a total of 1 transactions in Morgan Stanley (MS) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Morgan Stanley is the sale of 1,000 shares on July 17, 2024, which brought Robert H Herz around $106,620.
According to the SEC Form 4 filings, Robert H Herz has made a total of 10 transactions in Workiva Inc (WK) over the past 5 years, including 0 buys and 10 sells. The most-recent trade in Workiva Inc is the sale of 1,500 shares on November 3, 2023, which brought Robert H Herz around $133,980.
Insider Trading History of Robert H Herz
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Robert H Herz Trading Performance
Robert H Herz Ownership Network
Ownership Network List of Robert H Herz
Ownership Network Relation of Robert H Herz
Robert H Herz Owned Company Details
What does Morgan Stanley do?
Who are the key executives at Morgan Stanley?
Robert H Herz is the director of Morgan Stanley. Other key executives at Morgan Stanley include Head of Wealth Management Andrew M Saperstein , Head of Tech/Ops/Resilience Robert P Rooney , and Chief Risk Officer Keishi Hotsuki .
Morgan Stanley (PEL) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Morgan Stanley (PEL) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Morgan Stanley (PEL) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Morgan Stanley (PEL)'s detailed insider trading history can be found in Insider Trading Tracker table.
Morgan Stanley Insider Transactions
Robert H Herz Mailing Address
Above is the net worth, insider trading, and ownership report for Robert H Herz. You might contact Robert H Herz via mailing address: C/o Fannie Mae, 1100 15th Street, Nw, Washington Dc 20005.