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Insider
Information: |
Herz Robert H |
Relationship: |
Director |
City: |
Washington |
State: |
DC |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
135,169 |
|
Indirect Shares
|
43,109 |
|
|
Direct
Value |
$12,104,011 |
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Indirect Value
|
$3,210,327 |
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Total
Shares |
178,278 |
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Total
Value |
$15,314,338 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
0
|
6
|
Stock
price went up :
|
0
|
2
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Stock
price went down : |
0
|
4
|
|
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Gain/Loss Ratio : |
0.0
|
0.0
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Percentage
Gain/Loss : |
0.0%
|
144.4%
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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* |
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Records found :
25 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 1
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
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|
Form |
WK |
Workiva Llc |
Director |
|
2021-08-17 |
4 |
S |
$133.13 |
$2,379,033 |
I/I |
(17,870) |
77,152 |
0 |
% |
|
WK |
Workiva Llc |
Director |
|
2022-03-17 |
4 |
S |
$103.11 |
$77,333 |
I/I |
(750) |
74,902 |
0 |
% |
|
WK |
Workiva Llc |
Director |
|
2021-03-09 |
4 |
S |
$99.33 |
$580,882 |
D/D |
(5,848) |
17,968 |
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 |
|
2023-01-23 |
4 |
AS |
$90.51 |
$707,607 |
I/I |
(7,818) |
54,902 |
0 |
% |
|
WK |
Workiva Llc |
Director |
|
2023-01-13 |
4 |
AS |
$90.07 |
$827,023 |
I/I |
(9,182) |
62,720 |
0 |
% |
|
WK |
Workiva Llc |
Director |
|
2023-11-03 |
4 |
S |
$89.32 |
$133,980 |
D/D |
(1,500) |
23,651 |
0 |
% |
|
WK |
Workiva Llc |
Director |
|
2024-02-23 |
4 |
D |
$86.05 |
$1,014,788 |
I/I |
(11,793) |
43,109 |
0 |
- |
|
WK |
Workiva Llc |
Director |
|
2024-02-23 |
4 |
A |
$86.05 |
$1,014,788 |
D/D |
11,793 |
35,444 |
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 |
|
2020-01-02 |
4 |
AS |
$42.29 |
$52,566 |
D/D |
(1,243) |
95,400 |
0 |
% |
|
MS |
Morgan Stanley |
Director |
|
2014-01-22 |
4 |
A |
$32.80 |
$1,476 |
I/I |
45 |
45 |
0 |
- |
|
MS |
Morgan Stanley |
Director |
|
2014-02-05 |
4 |
A |
$29.03 |
$58 |
I/I |
2 |
47 |
0 |
- |
|
WK |
Workiva Llc |
Director |
|
2020-03-16 |
4 |
S |
$24.86 |
$18,347 |
D/D |
(738) |
101,662 |
0 |
% |
|
WK |
Workiva Llc |
Director |
|
2020-01-02 |
4 |
OE |
$2.53 |
$50,600 |
D/D |
20,000 |
96,643 |
0 |
- |
|
WK |
Workiva Llc |
Director |
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2020-03-16 |
4 |
OE |
$2.53 |
$17,710 |
D/D |
7,000 |
102,400 |
0 |
- |
|
WK |
Workiva Llc |
Director |
|
2021-03-09 |
4 |
OE |
$2.53 |
$31,878 |
D/D |
12,600 |
23,816 |
0 |
- |
|
MS |
Morgan Stanley |
Director |
|
2012-08-01 |
4 |
A |
$0.00 |
$0 |
D/D |
15,346 |
15,346 |
0 |
- |
|
MS |
Morgan Stanley |
Director |
|
2013-05-14 |
4 |
A |
$0.00 |
$0 |
D/D |
10,301 |
25,727 |
0 |
- |
|
MS |
Morgan Stanley |
Director |
|
2014-05-13 |
4 |
GA |
$0.00 |
$0 |
D/D |
47 |
34,133 |
0 |
- |
|
MS |
Morgan Stanley |
Director |
|
2014-05-13 |
4 |
A |
$0.00 |
$0 |
D/D |
8,219 |
34,086 |
0 |
- |
|
MS |
Morgan Stanley |
Director |
|
2014-05-13 |
4 |
GD |
$0.00 |
$0 |
I/I |
47 |
0 |
0 |
- |
|
WK |
Workiva Llc |
Director |
|
2014-12-17 |
4 |
A |
$0.00 |
$0 |
D/D |
10,870 |
28,257 |
0 |
- |
|
MS |
Morgan Stanley |
Director |
|
2015-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
6,470 |
40,931 |
0 |
- |
|
WK |
Workiva Llc |
Director |
|
2015-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
14,005 |
42,262 |
0 |
- |
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25 Records found
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1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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