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.

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Transaction Summary of Robert H Herz

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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
LIMIT LIMIT 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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Robert H Herz Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Robert H Herz Ownership Network

Ownership Network List of Robert H Herz

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Ownership Network Relation of Robert H Herz

Insider Network Chart

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.

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Morgan Stanley Insider Transactions

No Available Data

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.