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Robert Herz Insider Profile

4 Followers
Robert Herz, Director at Morgan Stanley, holds 78.55K shares in Workiva (Ticker: WK), holds 91.53K shares in Morgan Stanley (Ticker: MS), holds 51.04K shares in Blackstone Senior Floating Rate Term Fund Shs of Benef Interest (Ticker: BSL).
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Robert Herz

Robert Herz
Morgan Stanley (MS)
Director

Ranked #16,152 out of 98,909 Corporate Insiders

Profitable Transactions

100%
5 out of 5 Profitable Transactions

Average Return

+19.50%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$16M
55.29%
40.26%
4.45%
0.00%
A breakdown of Robert Herz's holdings

Insider Roles

Morgan Stanley
(MS)
Director
Workiva
(WK)
Director
Blackstone Senior Floating Rate Term Fund Shs of Benef Interest
(BSL)
Director
Federal National Mortgage Association
(FNMA)
Director
Roles that Robert Herz holds in companies

Most Profitable Insider Trade

Stock:
Workiva
(WK)
Rating:Informative Sell
Date:Aug 19, 2021 - Aug 19, 2022
Return:+47.40%
The most profitable trade made by Robert Herz

Robert Herz's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Morgan Stanley
Jun 02, 2023
Director
Uninformative Buy
$9.10M
Blackstone Senior Floating Rate Term Fund Shs of Benef Interest
May 24, 2017
Director
Uninformative Buy
$732.15K
Workiva
Feb 27, 2024
Director
Uninformative Buy
1.01M
$6.62M
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

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 100%.
    What is the average return per transaction made by Robert Herz?
    The average return per transaction made by Robert Herz is 19.50%.
      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 Uninformative Buy of $1.01M.
          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?
              Head over to our Expert Center to see a list of the Top 100 corporate insiders and follow the corporate insiders of your choice. Visit their profiles for more details about their stock transactions and see how they perform on a stock-by-stock basis.