Insider · CIK 0001523753

Herz Robert H

Reports to the SEC for 3 companies · AMES, IA

sec.gov

Transactions

Companies

Filings

CIK

0001523753

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-06-04	WKWORKIVA INCS Sale	Director	SSale	−1,500 sh	$51.23	−$76.8K	37,372
2026-06-01	MSMORGAN STANLEYA Award	Director	AAward	+1,309.777 sh	—	—	102,562.562
2026-06-01	WKWORKIVA INCA Award	Director	AAward	+4,070 sh	—	—	38,872
2026-05-29	WKWORKIVA INCS Sale	Director	SSale	−1,000 sh	$49.69	−$49.7K	34,802
2025-12-10	WKWORKIVA INCS Sale	Director	SSale	−1,500 sh	$91.44	−$137K	35,802
2025-06-01	MSMORGAN STANLEYA Award	Director	AAward	+2,155.455 sh	—	—	99,431.784
2025-05-29	WKWORKIVA INCA Award	Director	AAward	+3,218 sh	—	—	37,302
2025-05-02	MSMORGAN STANLEYS Sale	Director	SSale	−800 sh	$119.32	−$95.5K	96,760.35
2025-03-14	WKWORKIVA INCS Sale	Director	SSale	−1,500 sh	$88.66	−$133K	36,809
2025-03-14	WKWORKIVA INCS Sale	Director	SSale	−1,000 sh	$88.70	−$88.7K	34,084
2024-11-11	WKWORKIVA INCS Sale	Director	SSale	−4,800 sh	$94.77	−$455K	38,309
2024-11-11	WKWORKIVA INCS Sale	Director	SSale	−3,177 sh	$94.69	−$301K	35,084
2024-07-17	MSMORGAN STANLEYS Sale	Director	SSale	−861 sh	$106.62	−$91.8K	96,046.62
2024-07-17	MSMORGAN STANLEYS Sale	Director	SSale	−139 sh	$106.63	−$14.8K	95,907.62
2024-06-01	MSMORGAN STANLEYA Award	Director	AAward	+2,675.293 sh	—	—	96,907.62
2024-05-30	WKWORKIVA INCA Award	Director	AAward	+2,817 sh	—	—	38,261
2024-02-23	WKWORKIVA INCJ Other	Director	JOther	+11.8K sh	$86.05	+$1.01M	35,444
2024-02-23	WKWORKIVA INCJ Other	Director	JOther	−11.8K sh	$86.05	−$1.01M	43,109
2023-11-03	WKWORKIVA INCS Sale	Director	SSale	−1,500 sh	$89.32	−$134K	23,651
2023-06-01	MSMORGAN STANLEYA Award	Director	AAward	+3,167.827 sh	—	—	91,535.112
2023-05-30	WKWORKIVA INCA Award	Director	AAward	+2,217 sh	—	—	25,151
2023-01-23	WKWORKIVA INCS Sale	Director	SSale	−7,818 sh	$90.51	−$708K	54,902
2023-01-13	WKWORKIVA INCS Sale	Director	SSale	−9,182 sh	$90.07	−$827K	62,720
2023-01-03	WKWORKIVA INCS Sale	Director	SSale	−3,000 sh	$85.00	−$255K	71,902
2022-06-01	MSMORGAN STANLEYA Award	Director	AAward	+2,944.606 sh	—	—	86,196.006
2022-06-01	WKWORKIVA INCA Award	Director	AAward	+2,925 sh	—	—	22,934
2022-03-17	WKWORKIVA INCS Sale	Director	SSale	−750 sh	$103.11	−$77.3K	74,902
2022-03-14	WKWORKIVA INCS Sale	Director	SSale	−1,500 sh	$95.71	−$144K	75,652
2021-08-17	WKWORKIVA INCS Sale	Director	SSale	−17.9K sh	$133.13	−$2.38M	77,152
2021-06-03	WKWORKIVA INCA Award	Director	AAward	+2,041 sh	—	—	20,009
2021-06-01	MSMORGAN STANLEYA Award	Director	AAward	+2,702.948 sh	—	—	81,533.06
2021-03-09	WKWORKIVA INC · Employee Stock Option to Purchase Class A Common StockM Exercise/Conversion	Director	MExercise/Conversion	−12.6K sh	—	—	0
2021-03-09	WKWORKIVA INCM Exercise/Conversion	Director	MExercise/Conversion	+12.6K sh	$2.53	+$31.9K	23,816
2021-03-09	WKWORKIVA INCS Sale	Director	SSale	−5,848 sh	$99.33	−$581K	17,968
2020-12-04	WKWORKIVA INCG Gift	Director	GGift	+95K sh	—	—	95,022
2020-12-04	WKWORKIVA INCG Gift	Director	GGift	−95K sh	—	—	11,216
2020-06-01	MSMORGAN STANLEYA Award	Director	AAward	+5,587.579 sh	—	—	77,645.948
2020-05-19	WKWORKIVA INCA Award	Director	AAward	+4,576 sh	—	—	106,238
2020-03-16	WKWORKIVA INC · Employee Stock Option to Purchase Class A Common StockM Exercise/Conversion	Director	MExercise/Conversion	−7,000 sh	$24.86	−$174K	12,600
2020-03-16	WKWORKIVA INCM Exercise/Conversion	Director	MExercise/Conversion	+7,000 sh	$2.53	+$17.7K	102,400
2020-03-16	WKWORKIVA INCS Sale	Director	SSale	−738 sh	$24.86	−$18.3K	101,662
2020-01-02	WKWORKIVA INCS Sale	Director	SSale	−1,243 sh	$42.29	−$52.6K	95,400
2020-01-02	WKWORKIVA INCM Exercise/Conversion	Director	MExercise/Conversion	+20K sh	$2.53	+$50.6K	96,643
2020-01-02	WKWORKIVA INC · Employee Stock Option to Purchase Class A Common StockM Exercise/Conversion	Director	MExercise/Conversion	−20K sh	$42.29	−$846K	19,600
2019-06-11	WKWORKIVA INCA Award	Director	AAward	+3,386 sh	—	—	76,643
2019-06-01	MSMORGAN STANLEYA Award	Director	AAward	+6,109.736 sh	—	—	70,541.361
2018-06-11	WKWORKIVA INCA Award	Director	AAward	+7,034 sh	—	—	73,257
2018-05-24	MSMORGAN STANLEYA Award	Director	AAward	+4,652.072 sh	—	—	63,268.326
2017-06-13	WKWORKIVA INCA Award	Director	AAward	+9,893 sh	—	—	66,223
2017-05-22	MSMORGAN STANLEYA Award	Director	AAward	+5,991.21 sh	—	—	57,826.638

Recent filings

Accepted (ET)
Jun 84
Herz Robert H0001523753-26-000006
SEC(opens sec.gov)
Jun 34
Herz Robert H0001523753-26-000004
SEC(opens sec.gov)
Jun 24
Herz Robert H0001628280-26-039855
SEC(opens sec.gov)
Jun 24
Herz Robert H0001523753-26-000002
SEC(opens sec.gov)
Dec 124
Herz Robert H0001523753-25-000005
SEC(opens sec.gov)
Jun 34
Herz Robert H0001628280-25-029036
SEC(opens sec.gov)
Jun 24
Herz Robert H0001445305-25-000103
SEC(opens sec.gov)
May 24
Herz Robert H0001628280-25-021840
SEC(opens sec.gov)
Mar 144
Herz Robert H0001445305-25-000050
SEC(opens sec.gov)
Nov 134
Herz Robert H0001445305-24-000145
SEC(opens sec.gov)
Jul 194
Herz Robert H0001628280-24-032322
SEC(opens sec.gov)
Jun 34
Herz Robert H0001445305-24-000088
SEC(opens sec.gov)
Jun 34
Herz Robert H0001628280-24-026331
SEC(opens sec.gov)
Feb 274
Herz Robert H0001445305-24-000033
SEC(opens sec.gov)
Nov 74
Herz Robert H0001445305-23-000170
SEC(opens sec.gov)
Jun 24
Herz Robert H0001209191-23-033708
SEC(opens sec.gov)

Companies

Address

2900 UNIVERSITY BOULEVARD

AMES, IA, 50010