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RH

Robert H. Herz

WK
DIRECTOR · WORKIVA INC · CIK 0001523753
FILING MIX · LIFETIME43%/57%
BUYS
19
SELLS
25
TOTAL VALUE
$9.77M
COMPANIES
2
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
139,935
AVG SELL PX
$82.79
TRADE KIND
SHOWING 44 / 44
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
18 backtested trades · 8 horizons · 9 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Robert H. Herz, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d18+61.11%+1.51%-0.06%+1.57%-0.86%—
14d18+44.44%+3.89%+2.20%+1.69%+1.25%—
30d18+33.33%+3.38%+2.53%+0.85%+3.72%—
60d18+50.00%-0.38%+2.30%-2.69%+0.24%—
90d18+38.89%-0.40%+3.45%-3.85%+0.50%—
180d18+50.00%+4.42%+9.04%-4.62%-8.32%—
1y18(1 pending)+47.06%+23.84%+17.84%+6.00%-11.94%—
2y18(8 pending)+50.00%+47.16%+41.50%+5.66%-30.53%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
WK · 37,372 shares · as of Jun 4, 2026
026,56053,11979,679106,238202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 19 buys / 25 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
WK
WORKIVA INC
SALE
1,500$51.23$76.8K37,372Jun 4, 2026Jun 8, 2026 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
1,309.777——102,562.562Jun 1, 2026Jun 2, 2026 ↗View →
WK
WORKIVA INC
PURCHASEGRANT
Stock grant
4,070——38,872Jun 1, 2026Jun 3, 2026 ↗View →
WK
WORKIVA INC
SALE
1,000$49.69$49.7K34,802May 29, 2026Jun 2, 2026 ↗View →
WK
WORKIVA INC
SALE
1,500$91.44$137.2K35,802Dec 10, 2025Dec 12, 2025 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
2,155.455——99,431.784Jun 1, 2025Jun 3, 2025 ↗View →
WK
WORKIVA INC
PURCHASEGRANT
Stock grant
3,218——37,302May 29, 2025Jun 2, 2025 ↗View →
MS
MORGAN STANLEY
SALE
800$119.32$95.5K96,760.35May 2, 2025May 2, 2025 ↗View →
WK
WORKIVA INC
SALE
1,000$88.70$88.7K34,084Mar 14, 2025Mar 14, 2025 ↗View →
WK
WORKIVA INC
SALE
1,500$88.66$133.0K36,809Mar 14, 2025Mar 14, 2025 ↗View →
WK
WORKIVA INC
SALE
3,177$94.69$300.8K35,084Nov 11, 2024Nov 13, 2024 ↗View →
WK
WORKIVA INC
SALE
4,800$94.77$454.9K38,309Nov 11, 2024Nov 13, 2024 ↗View →
MS
MORGAN STANLEY
SALE
139$106.63$14.8K95,907.62Jul 17, 2024Jul 19, 2024 ↗View →
MS
MORGAN STANLEY
SALE
861$106.62$91.8K96,046.62Jul 17, 2024Jul 19, 2024 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
2,675.293——96,907.62Jun 1, 2024Jun 3, 2024 ↗View →
WK
WORKIVA INC
PURCHASEGRANT
Stock grant
2,817——38,261May 30, 2024Jun 3, 2024 ↗View →
WK
WORKIVA INC
PURCHASE
11,793$86.05$1.01M35,444Feb 23, 2024Feb 27, 2024 ↗View →
WK
WORKIVA INC
SALE
11,793$86.05$1.01M43,109Feb 23, 2024Feb 27, 2024 ↗View →
WK
WORKIVA INC
SALE
1,500$89.32$134.0K23,651Nov 3, 2023Nov 7, 2023 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
3,167.827——91,535.112Jun 1, 2023Jun 2, 2023 ↗View →
WK
WORKIVA INC
PURCHASEGRANT
Stock grant
2,217——25,151May 30, 2023Jun 1, 2023 ↗View →
WK
WORKIVA INC
SALE
7,818$90.51$707.6K54,902Jan 23, 2023Jan 25, 2023 ↗View →
WK
WORKIVA INC
SALE
9,182$90.07$827.0K62,720Jan 13, 2023Jan 17, 2023 ↗View →
WK
WORKIVA INC
SALE
3,000$85.00$255.0K71,902Jan 3, 2023Jan 5, 2023 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
2,944.606——86,196.006Jun 1, 2022Jun 3, 2022 ↗View →
WK
WORKIVA INC
PURCHASEGRANT
Stock grant
2,925——22,934Jun 1, 2022Jun 3, 2022 ↗View →
WK
WORKIVA INC
SALE
750$103.11$77.3K74,902Mar 17, 2022Mar 18, 2022 ↗View →
WK
WORKIVA INC
SALE
1,500$95.71$143.6K75,652Mar 14, 2022Mar 15, 2022 ↗View →
WK
WORKIVA INC
SALE
17,870$133.13$2.38M77,152Aug 17, 2021Aug 19, 2021 ↗View →
WK
WORKIVA INC
PURCHASEGRANT
Stock grant
2,041——20,009Jun 3, 2021Jun 7, 2021 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
2,702.948——81,533.06Jun 1, 2021Jun 3, 2021 ↗View →
WK
WORKIVA INC
SALE
12,600——0Mar 9, 2021Mar 10, 2021 ↗View →
WK
WORKIVA INC
PURCHASE
12,600$2.53$31.9K23,816Mar 9, 2021Mar 10, 2021 ↗View →
WK
WORKIVA INC
SALE
5,848$99.33$580.9K17,968Mar 9, 2021Mar 10, 2021 ↗View →
WK
WORKIVA INC
SALEGRANT
Gift
95,022——11,216Dec 4, 2020Dec 9, 2020 ↗View →
WK
WORKIVA INC
PURCHASEGRANT
Gift
95,022——95,022Dec 4, 2020Dec 9, 2020 ↗View →
MS
MORGAN STANLEY
PURCHASEGRANT
Stock grant
5,587.579——77,645.948Jun 1, 2020Jun 3, 2020 ↗View →
WK
WORKIVA INC
PURCHASEGRANT
Stock grant
4,576——106,238May 19, 2020May 21, 2020 ↗View →
WK
WORKIVA INC
SALE
7,000$24.86$174.0K12,600Mar 16, 2020Mar 18, 2020 ↗View →
WK
WORKIVA INC
SALE
738$24.86$18.3K101,662Mar 16, 2020Mar 18, 2020 ↗View →
WK
WORKIVA INC
PURCHASE
7,000$2.53$17.7K102,400Mar 16, 2020Mar 18, 2020 ↗View →
WK
WORKIVA INC
SALE
1,243$42.29$52.6K95,400Jan 2, 2020Jan 6, 2020 ↗View →
WK
WORKIVA INC
PURCHASE
20,000$2.53$50.6K96,643Jan 2, 2020Jan 6, 2020 ↗View →
WK
WORKIVA INC
SALE
20,000$42.29$845.8K19,600Jan 2, 2020Jan 6, 2020 ↗View →
Other insiders · WK
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About this filer
CIK 0001523753
ROLE
Director
PRIMARY
WK
COMPANIES
2
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001523753DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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