Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Director | June 01, 2026 | June 02, 2026 |
| WORKIVA INCWK · Entity 589 | Director | June 04, 2026 | June 08, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MORGAN STANLEY
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 102,562.562 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 1,309.777 · Balance 102,562.562 F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.
WORKIVA INC
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 37,372 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Sale · Disposed 1,500 · Balance 37,372 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 36,809 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 36,809 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 17, 2016 Filed May 19, 2016 20:29 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 9,525.442 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-121685 · doc4.xml · nonDerivative · entry 1 Herz Robert H · CIK 0001523753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,039.374 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 19, 2015 Filed May 21, 2015 20:41 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 6,470.113 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-045400 · doc4.xml · nonDerivative · entry 1 Herz Robert H · CIK 0001523753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,930.824 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 13, 2014 Filed May 15, 2014 21:49 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 47 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-034328 · doc4.xml · nonDerivative · entry 5 Herz Robert H · CIK 0001523753 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Irrevocable Trust Disclosed balance after: 0 Read SEC document |
| May 13, 2014 Filed May 15, 2014 21:49 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 47 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-034328 · doc4.xml · nonDerivative · entry 2 Herz Robert H · CIK 0001523753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,132.577 Read SEC document |
| May 13, 2014 Filed May 15, 2014 21:49 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 8,218.818 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-034328 · doc4.xml · nonDerivative · entry 1 Herz Robert H · CIK 0001523753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,085.577 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| February 05, 2014 Filed May 15, 2014 21:49 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 2 | $29.03 | $58.05 |
DisclosureSEC source: 0001209191-14-034328 · doc4.xml · nonDerivative · entry 4 Herz Robert H · CIK 0001523753 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Irrevocable Trust Disclosed balance after: 47 Read SEC document |
| January 22, 2014 Filed May 15, 2014 21:49 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 45 | $32.80 | $1,475.96 |
DisclosureSEC source: 0001209191-14-034328 · doc4.xml · nonDerivative · entry 3 Herz Robert H · CIK 0001523753 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Irrevocable Trust Disclosed balance after: 45 Read SEC document |
| May 14, 2013 Filed May 16, 2013 21:00 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 10,301.08 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-026893 · doc4.xml · nonDerivative · entry 1 Herz Robert H · CIK 0001523753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,726.935 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| August 01, 2012 Filed Aug 3, 2012 19:05 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 15,346.16 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-040218 · doc4.xml · nonDerivative · entry 1 Herz Robert H · CIK 0001523753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,346.16 F1 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.