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Robert Herz Insider Profile
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Robert Herz, Director at Morgan Stanley, holds 72.61K shares in Workiva (Ticker: WK), holds 99.43K 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 Dec 12, 2025 for an estimated value of $137.16K.
Profitable Transactions
5 out of 12 Profitable Transactions
Average Return
-22.40%
Average return per transaction
Time Frame
Compare to
Insider Holdings
Insider Roles
Roles that Robert Herz holds in companies
Most Profitable Insider Trade
The most profitable trade made by Robert Herz
Robert Herz's Trading History
Morgan Stanley
Jun 03, 2025
Director
Uninformative Buy
―
$18.08M
Blackstone Senior Floating Rate Term Fund Shs of Benef Interest
May 24, 2017
Director
Uninformative Buy
―
$693.62K
Workiva
Dec 12, 2025
Director
Informative Sell
137.16K
$6.35M
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
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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 42%.
What is the average return per transaction made by Robert Herz?
The average return per transaction made by Robert Herz is -22.40%.
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 $137.16K.
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.
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