Robert H Herz

Insider

First SEC filing: June 8, 2026 · Latest: June 8, 2026

On this page

Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Initial holdings The stakes this person held when they first started reporting.

Insider at

Insider transactions

0 buys (P) 2 sells (S) Net: $-126,535 + 20 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

20 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
June 4, 2026	WK	S	1,500	$51.23	$76,845	37,372	—	—	48.7% (price as of 2026-08-20)
June 1, 2026	WK	A	4,070	—	—	38,872	—	—	(price as of 2026-08-20)
June 1, 2026	MS	A	1,310	—	—	102,563 Direct	+1.29%	Acquired	(price as of 2026-08-20)
May 29, 2026	WK	S	1,000	$49.69	$49,690	34,802	—	—	53.3% (price as of 2026-08-20)
June 1, 2023	MS	A	3,168	—	—	91,535 Direct	+3.59%	Acquired	(price as of 2026-08-20)
June 1, 2022	MS	A	2,945	—	—	86,196 Direct	+3.54%	Acquired	(price as of 2026-08-20)
June 1, 2021	MS	A	2,703	—	—	81,533 Direct	+3.43%	Acquired	(price as of 2026-08-20)
June 1, 2020	MS	A	5,588	—	—	77,646 Direct	+7.75%	Acquired	(price as of 2026-08-20)
June 1, 2019	MS	A	6,110	—	—	70,541 Direct	+9.48%	Acquired	(price as of 2026-08-20)
May 24, 2018	MS	A	4,652	—	—	63,268 Direct	+7.94%	Acquired	(price as of 2026-08-20)
June 13, 2017	WK	A	9,893	—	—	66,223 Direct	+17.56%	Acquired	(price as of 2026-08-20)
May 22, 2017	MS	A	5,991	—	—	57,827 Direct	+11.56%	Acquired	(price as of 2026-08-20)
June 14, 2016	WK	A	14,068	—	—	56,330 Direct	+33.29%	Acquired	(price as of 2026-08-20)
May 17, 2016	MS	A	9,525	—	—	51,039 Direct	+22.94%	Acquired	(price as of 2026-08-20)
May 19, 2015	MS	A	6,470	—	—	40,931 Direct	+18.77%	Acquired	(price as of 2026-08-20)
May 13, 2014	MS	G	47	—	—	0 Indirect	-100.00%	Disposed	(price as of 2026-08-20)
May 13, 2014	MS	G	47	—	—	34,133 Direct	+0.14%	Acquired	(price as of 2026-08-20)
May 13, 2014	MS	A	8,219	—	—	34,086 Direct	+31.77%	Acquired	(price as of 2026-08-20)
Feb. 5, 2014	MS	L	2	$29.02	$58	47 Indirect	+4.44%	Acquired	636.8% (price as of 2026-08-20)
Jan. 22, 2014	MS	L	45	$32.80	$1,476	45 Indirect	—	Acquired	551.9% (price as of 2026-08-20)
May 14, 2013	MS	A	10,301	—	—	25,727 Direct	+66.78%	Acquired	(price as of 2026-08-20)
Aug. 1, 2012	MS	A	15,346	—	—	15,346 Direct	—	Acquired	(price as of 2026-08-20)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Initial ownership (Form 3) 2 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
Dec. 19, 2014	WK	Class A Common Stock	17,387	Direct
Dec. 19, 2014	WK	Employee Stock Option to Purchase Class A Common Stock [F1]→ Class A Common Stock (39,600)	39,600	Direct