Herz Robert H — SEC Form 4 filings
SEC reporting owner CIK 1523753. 14 Form 4 filings on record with FilingPulse; latest filed 2026-06-08.
Transaction summary — filings shown
Covers all 14 filings on record, filed 2024-02-27 to 2026-06-08. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 10 legs across 7 filings — 16,277 shares, $1,443,192 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 8.
- Largest priced transaction: sale of 4,800 shares @ $94.77 ($454,896) in WORKIVA INC, filed 2024-11-13.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| WORKIVA INC (WK) | Director | 9 | — | 7 legs · 14,477 sh · $1,241,111 | 5 |
| MORGAN STANLEY (MS) | Director | 5 | — | 3 legs · 1,800 sh · $202,081 | 3 |
Form 4 filings — Herz Robert H
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-06-08 | 4 | WORKIVA INC (WK) | Sale (S): 1,500 @ $51.23 | EDGAR |
| 2026-06-03 | 4 | WORKIVA INC (WK) | Grant/award (A): 4,070 | EDGAR |
| 2026-06-02 | 4 | WORKIVA INC (WK) | Sale (S): 1,000 @ $49.69 | EDGAR |
| 2026-06-02 | 4 | MORGAN STANLEY (MS) | Grant/award (A): 1,309.78 @ $0 | EDGAR |
| 2025-12-12 | 4 | WORKIVA INC (WK) | Sale (S): 1,500 @ $91.44 | EDGAR |
| 2025-06-03 | 4 | MORGAN STANLEY (MS) | Grant/award (A): 2,155.45 @ $0 | EDGAR |
| 2025-06-02 | 4 | WORKIVA INC (WK) | Grant/award (A): 3,218 | EDGAR |
| 2025-05-02 | 4 | MORGAN STANLEY (MS) | Sale (S): 800 @ $119.32 | EDGAR |
| 2025-03-14 | 4 | WORKIVA INC (WK) | Sale (S): 1,000 @ $88.70 · Sale (S): 1,500 @ $88.66 | EDGAR |
| 2024-11-13 | 4 | WORKIVA INC (WK) | Sale (S): 3,177 @ $94.69 · Sale (S): 4,800 @ $94.77 | EDGAR |
| 2024-07-19 | 4 | MORGAN STANLEY (MS) | Sale (S): 861 @ $106.62 · Sale (S): 139 @ $106.63 | EDGAR |
| 2024-06-03 | 4 | WORKIVA INC (WK) | Grant/award (A): 2,817 | EDGAR |
| 2024-06-03 | 4 | MORGAN STANLEY (MS) | Grant/award (A): 2,675.29 @ $0 | EDGAR |
| 2024-02-27 | 4 | WORKIVA INC (WK) | Other (J): 11,793 @ $86.05 · Other (J): 11,793 @ $86.05 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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