Robert H. Herz
Known title: DirectorCIK: 0001523753
Associated companies
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 17, 2026
Morgan Stanley Reports Earnings Beat, Highlights SpaceX, Defense Demand. Morgan Stanley posted a better‑than‑expected earnings report, citing strong performance in its investment banking and wealth management units. The firm also highlighted continued demand for aerospace and defense products and a bullish outlook for its SpaceX partnership. Analysts noted that the bank’s earnings beat was offset by a mix of trading activities, keeping the stock near its 52‑week support level.
Transaction History
| WK | ▼ Sell | Open Market | 1,500 | $77K | 6/4/2026 | View on chart |
| MS | ▲ Buy | Grant | 1,310 | $0 | 6/1/2026 | View on chart |
| WK | ▲ Buy | Grant | 4,070 | — | 6/1/2026 | View on chart |
| WK | ▼ Sell | Open Market | 1,000 | $50K | 5/29/2026 | View on chart |
| WK | ▼ Sell | Open Market | 1,500 | $137K | 12/10/2025 | View on chart |
| MS | ▲ Buy | Grant | 2,155 | $0 | 6/1/2025 | View on chart |
| WK | ▲ Buy | Grant | 3,218 | — | 5/29/2025 | View on chart |
| MS | ▼ Sell | Open Market | 800 | $95K | 5/2/2025 | View on chart |
| WK | ▼ Sell | Open Market | 1,000 | $89K | 3/14/2025 | View on chart |
| WK | ▼ Sell | Open Market | 1,500 | $133K | 3/14/2025 | View on chart |
| WK | ▼ Sell | Open Market | 3,177 | $301K | 11/11/2024 | View on chart |
| WK | ▼ Sell | Open Market | 4,800 | $455K | 11/11/2024 | View on chart |
| MS | ▼ Sell | Open Market | 861 | $92K | 7/17/2024 | View on chart |
| MS | ▼ Sell | Open Market | 139 | $15K | 7/17/2024 | View on chart |
| MS | ▲ Buy | Grant | 2,675 | $0 | 6/1/2024 | View on chart |
| WK | ▲ Buy | Grant | 2,817 | — | 5/30/2024 | View on chart |
| WK | ▼ Sell | Other | 11,793 | $1.0M | 2/23/2024 | View on chart |
| WK | ▼ Sell | Other | 11,793 | $1.0M | 2/23/2024 | View on chart |
| WK | ▼ Sell | Open Market | 1,500 | $134K | 11/3/2023 | View on chart |
| MS | ▲ Buy | Grant | 3,168 | $0 | 6/1/2023 | View on chart |
| WK | ▲ Buy | Grant | 2,217 | — | 5/30/2023 | View on chart |
| WK | ▼ Sell | Open Market | 7,818 | $708K | 1/23/2023 | View on chart |
| WK | ▼ Sell | Open Market | 9,182 | $827K | 1/13/2023 | View on chart |
| WK | ▼ Sell | Open Market | 3,000 | $255K | 1/3/2023 | View on chart |
| MS | ▲ Buy | Grant | 2,945 | $0 | 6/1/2022 | View on chart |
| WK | ▲ Buy | Grant | 2,925 | — | 6/1/2022 | View on chart |
| WK | ▼ Sell | Open Market | 750 | $77K | 3/17/2022 | View on chart |
| WK | ▼ Sell | Open Market | 1,500 | $144K | 3/14/2022 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 11, 2026
Workiva Joins Key S&P Indexes Amid Margin Expansion Focus
Workiva has been added to key S&P indexes, a move that often increases index fund inflows. Recent reports highlight the company's focus on accelerated margin expansion, which analysts see as a key driver for future performance. This development provides context for the stock's current valuation, which remains below the average analyst target price.
Workiva Joins Key S&P Indexes Amid Margin Expansion Focus. Workiva has been added to key S&P indexes, a move that often increases index fund inflows. Recent reports highlight the company's focus on accelerated margin expansion, which analysts see as a key driver for future performance. This development provides context for the stock's current valuation, which remains below the average analyst target price.