| |
| |
|
| Insider
Information: |
Herz Robert H |
| Relationship: |
Director |
| City: |
Washington |
| State: |
DC |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
135,169 |
|
|
Indirect Shares
|
43,109 |
|
|
| Direct
Value |
$12,104,011 |
|
|
|
Indirect Value
|
$3,210,327 |
|
|
| Total
Shares |
178,278 |
|
|
| Total
Value |
$15,314,338 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
6
|
|
Stock
price went up :
|
0
|
2
|
| Stock
price went down : |
0
|
4
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
 144.4%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Morgan Stanley |
MS |
Director |
2024-06-01 |
96,908 |
2014-05-13 |
0 |
Premium* |
|
|
Workiva Llc |
WK |
Director |
2024-05-30 |
38,261 |
2024-05-30 |
43,109 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
46 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| WK |
Workiva Llc |
Director |
– • – |
2023-01-13 |
4 |
AS |
$90.07 |
$827,023 |
I/I |
(9,182) |
62,720 |
0 |
% |
|
| MS |
Morgan Stanley |
Director |
– • – |
2018-05-24 |
4 |
A |
$0.00 |
$0 |
D/D |
4,652 |
63,268 |
0 |
- |
|
| WK |
Workiva Llc |
Director |
– • – |
2017-06-13 |
4 |
A |
$0.00 |
$0 |
D/D |
9,893 |
66,223 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2019-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
6,110 |
70,541 |
0 |
- |
|
| WK |
Workiva Llc |
Director |
– • – |
2023-01-03 |
4 |
AS |
$85.00 |
$255,000 |
I/I |
(3,000) |
71,902 |
0 |
% |
|
| WK |
Workiva Llc |
Director |
– • – |
2018-06-11 |
4 |
A |
$0.00 |
$0 |
D/D |
7,034 |
73,257 |
0 |
- |
|
| WK |
Workiva Llc |
Director |
– • – |
2022-03-17 |
4 |
S |
$103.11 |
$77,333 |
I/I |
(750) |
74,902 |
0 |
% |
|
| WK |
Workiva Llc |
Director |
– • – |
2022-03-14 |
4 |
S |
$95.71 |
$143,565 |
I/I |
(1,500) |
75,652 |
0 |
% |
|
| WK |
Workiva Llc |
Director |
– • – |
2019-06-11 |
4 |
A |
$0.00 |
$0 |
D/D |
3,386 |
76,643 |
0 |
- |
|
| WK |
Workiva Llc |
Director |
– • – |
2021-08-17 |
4 |
S |
$133.13 |
$2,379,033 |
I/I |
(17,870) |
77,152 |
0 |
% |
|
| MS |
Morgan Stanley |
Director |
– • – |
2020-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
5,588 |
77,646 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2021-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,703 |
81,533 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2022-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,945 |
86,196 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2023-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,168 |
91,535 |
0 |
- |
|
| WK |
Workiva Llc |
Director |
– • – |
2020-12-04 |
4 |
GA |
$0.00 |
$0 |
I/I |
95,022 |
95,022 |
0 |
- |
|
| WK |
Workiva Llc |
Director |
– • – |
2020-01-02 |
4 |
AS |
$42.29 |
$52,566 |
D/D |
(1,243) |
95,400 |
0 |
% |
|
| WK |
Workiva Llc |
Director |
– • – |
2020-01-02 |
4 |
OE |
$2.53 |
$50,600 |
D/D |
20,000 |
96,643 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2024-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,675 |
96,908 |
0 |
- |
|
| WK |
Workiva Llc |
Director |
– • – |
2020-03-16 |
4 |
S |
$24.86 |
$18,347 |
D/D |
(738) |
101,662 |
0 |
% |
|
| WK |
Workiva Llc |
Director |
– • – |
2020-03-16 |
4 |
OE |
$2.53 |
$17,710 |
D/D |
7,000 |
102,400 |
0 |
- |
|
| WK |
Workiva Llc |
Director |
– • – |
2020-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
4,576 |
106,238 |
0 |
- |
|
46 Records found
|
|
Page 2 of 2 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
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|
