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Robert Herz Insider Profile
4 Followers
Robert Herz, Director at Morgan Stanley, holds 95.91K shares in Morgan Stanley (Ticker: MS), holds 81.37K shares in Workiva (Ticker: WK), holds 51.04K shares in Blackstone Senior Floating Rate Term Fund Shs of Benef Interest (Ticker: BSL). Most recently, Robert Herz Sold ― shares of Morgan Stanley on Jul 19, 2024 for an estimated value of 106.62K.
Profitable Transactions
5 out of 8 Profitable Transactions
Average Return
-22.60%
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
Jul 19, 2024
Director
Informative Sell
106.62K
$11.44M
Blackstone Senior Floating Rate Term Fund Shs of Benef Interest
May 24, 2017
Director
Uninformative Buy
―
$719.14K
Workiva
Jun 03, 2024
Director
Uninformative Buy
―
$6.50M
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 63%.
What is the average return per transaction made by Robert Herz?
The average return per transaction made by Robert Herz is -22.60%.
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 $106.62K.
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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