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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 20-Feb-24 4:35 PM View:  | Workiva Inc (WK) | 16-Feb-24 | Gift | 51,805 | -- | -- | 8% 657.91K to 709.72K | |
| 20-Feb-24 4:35 PM View: | Workiva Inc (WK) | 16-Feb-24 | Gift | 51,805 | -- | -- | (7%) 709.72K to 657.91K | |
| 20-Feb-24 4:35 PM View: | Workiva Inc (WK) | 15-Feb-24 | Grant | 3,481 | -- | -- | < 1% 655.27K to 658.75K | |
| 20-Feb-24 4:35 PM View: | Workiva Inc (WK) | 15-Feb-24 | Payment of Exercise | 833 | $94.11 | $78,393.60 | (< 1%) 658.75K to 657.91K | |
| 05-Feb-24 5:05 PM View: | Workiva Inc (WK) | 01-Feb-24 | Payment of Exercise | 8,004 | $95.37 | $763,342.00 | (1%) 663.27K to 655.27K | |
| 06-Sep-23 4:29 PM View: | Workiva Inc (WK) | 01-Sep-23 | Payment of Exercise | 1,577 | $110.38 | $174,069.00 | (< 1%) 664.85K to 663.27K | (7%) |
| 01-Jun-23 4:32 PM View: | Workiva Inc (WK) | 30-May-23 | Grant | 2,217 | -- | -- | < 1% 662.63K to 664.85K | |
| 21-Feb-23 4:39 PM View: | Workiva Inc (WK) | 17-Feb-23 | Grant | 3,307 | -- | -- | < 1% 660.69K to 664.0K | |
| 21-Feb-23 4:39 PM View: | Workiva Inc (WK) | 17-Feb-23 | Payment of Exercise | 1,368 | $88.24 | $120,712.00 | (< 1%) 664.0K to 662.63K | |
| 21-Feb-23 4:39 PM View: | Workiva Inc (WK) | 09-Feb-23 | Gift | 63,844 | -- | -- | 10% 660.69K to 724.53K | |
| 21-Feb-23 4:39 PM View: | Workiva Inc (WK) | 09-Feb-23 | Gift | 63,844 | -- | -- | (9%) 724.53K to 660.69K | |
| 07-Feb-23 4:33 PM View: | Workiva Inc (WK) | 03-Feb-23 | Payment of Exercise | 7,211 | $91.26 | $658,076.00 | (1%) 667.9K to 660.69K | |
| 03-Feb-23 4:15 PM View: | Workiva Inc (WK) | 01-Feb-23 | Grant | 67,356 | $92.79 | $6,249,960.00 | 11% 611.19K to 678.55K | |
| 03-Feb-23 4:15 PM View: | Workiva Inc (WK) | 01-Feb-23 | Payment of Exercise | 10,647 | $92.79 | $987,935.00 | (2%) 678.55K to 667.9K | |
| 06-Sep-22 4:44 PM View: | Workiva Inc (WK) | 01-Sep-22 | Payment of Exercise | 2,035 | $64.92 | $132,112.00 | (< 1%) 613.23K to 611.19K | |
| 07-Feb-22 4:47 PM View: | Workiva Inc (WK) | 03-Feb-22 | Payment of Exercise | 7,362 | $111.85 | $823,440.00 | (1%) 620.59K to 613.23K | (5%) |
| 03-Feb-22 4:19 PM View: | Workiva Inc (WK) | 01-Feb-22 | Grant | 39,167 | $119.68 | $4,687,510.00 | 7% 595.24K to 634.41K | |
| 03-Feb-22 4:19 PM View: | Workiva Inc (WK) | 01-Feb-22 | Payment of Exercise | 13,819 | $119.68 | $1,653,860.00 | (2%) 634.41K to 620.59K | |
| 03-Feb-22 4:19 PM View: | Workiva Inc (WK) | 30-Dec-21 | Gift | 217,861 | -- | -- | 37% 595.24K to 813.1K | |
| 03-Feb-22 4:19 PM View: | Workiva Inc (WK) | 30-Dec-21 | Gift | 217,861 | -- | -- | (27%) 813.1K to 595.24K | |
| 30-Dec-21 4:20 PM View: | Workiva Inc (WK) | 29-Dec-21 | Option Exercise | 217,861 | $15.41 | $3,356,950.00 | 58% 377.38K to 595.24K | |
| 16-Nov-21 6:06 PM View: | Workiva Inc (WK) | 16-Nov-21 | Conversion | 864,199 | -- | -- | 169% 510.57K to 1.37M | |
| 16-Nov-21 6:06 PM View: | Workiva Inc (WK) | 16-Nov-21 | Gift | 397,750 | -- | -- | (29%) 1.37M to 977.02K | |
| 16-Nov-21 6:06 PM View: | Workiva Inc (WK) | 16-Nov-21 | Market Sale | 600,000 | $151.00 | $90,600,000.00 | (61%) 977.02K to 377.02K | |
| 20-Oct-21 4:22 PM View: | Workiva Inc (WK) | 19-Oct-21 | Market Sale (Planned) | 17,500 | $146.97 | $2,571,930.00 | (3%) 528.07K to 510.57K | (< 1%) |
| 20-Oct-21 4:22 PM View: | Workiva Inc (WK) | 18-Oct-21 | Market Sale (Planned) | 17,500 | $142.38 | $2,491,550.00 | (3%) 545.57K to 528.07K | (3%) |
| 22-Sep-21 10:00 PM View: | Workiva Inc (WK) | 21-Sep-21 | Market Sale (Planned) | 17,500 | $148.08 | $2,591,340.00 | (3%) 563.07K to 545.57K | (2%) |
| 22-Sep-21 10:00 PM View: | Workiva Inc (WK) | 20-Sep-21 | Market Sale (Planned) | 17,500 | $145.74 | $2,550,410.00 | (3%) 580.57K to 563.07K | (4%) |
| 02-Sep-21 10:00 PM View: | Workiva Inc (WK) | 01-Sep-21 | Grant | 19,321 | $142.85 | $2,760,000.00 | 3% 561.25K to 580.57K | 4% |
| 20-Aug-21 8:09 AM View: | Workiva Inc (WK) | 19-Aug-21 | Market Sale (Planned) | 17,500 | $133.84 | $2,342,200.00 | (3%) 578.75K to 561.25K | (< 1%) |
| 20-Aug-21 8:09 AM View: | Workiva Inc (WK) | 18-Aug-21 | Market Sale (Planned) | 17,500 | $135.22 | $2,366,370.00 | (3%) 596.25K to 578.75K | < 1% |
| 21-Jul-21 4:32 PM View: | Workiva Inc (WK) | 20-Jul-21 | Market Sale (Planned) | 17,500 | $125.06 | $2,188,610.00 | (3%) 527.77K to 510.27K | (< 1%) |
| 21-Jul-21 4:32 PM View: | Workiva Inc (WK) | 19-Jul-21 | Market Sale (Planned) | 17,500 | $120.09 | $2,101,640.00 | (3%) 545.27K to 527.77K | (5%) |
| 28-Jun-21 4:19 PM View: | Workiva Inc (WK) | 24-Jun-21 | Conversion | 150,000 | -- | -- | 38% 395.27K to 545.27K | |
| 22-Jun-21 4:22 PM View: | Workiva Inc (WK) | 21-Jun-21 | Market Sale (Planned) | 17,500 | $109.96 | $1,924,390.00 | (4%) 485.34K to 467.84K | |
| 22-Jun-21 4:22 PM View: | Workiva Inc (WK) | 18-Jun-21 | Market Sale (Planned) | 17,500 | $107.12 | $1,874,660.00 | (3%) 502.84K to 485.34K | |
| 22-Jun-21 4:22 PM View: | Workiva Inc (WK) | 09-Feb-21 | Gift | 22,568 | -- | -- | 4% 502.84K to 525.4K | |
| 22-Jun-21 4:22 PM View: | Workiva Inc (WK) | 09-Feb-21 | Gift | 22,568 | -- | -- | (4%) 525.4K to 502.84K | |
| 04-Feb-21 5:24 PM View: | Workiva Inc (WK) | 03-Feb-21 | Payment of Exercise | 7,337 | $102.91 | $755,051.00 | (2%) 437.61K to 430.27K | 7% |
| 03-Feb-21 5:22 PM View: | Workiva Inc (WK) | 01-Feb-21 | Grant | 49,383 | $101.25 | $5,000,030.00 | 14% 345.95K to 395.33K | (6%) |
| 03-Feb-21 5:22 PM View: | Workiva Inc (WK) | 01-Feb-21 | Conversion | 50,000 | -- | -- | 13% 395.33K to 445.33K | |
| 03-Feb-21 5:22 PM View: | Workiva Inc (WK) | 01-Feb-21 | Payment of Exercise | 7,729 | $101.25 | $782,561.00 | (2%) 445.33K to 437.61K | 6% |
| 22-Dec-20 4:21 PM View: | Workiva Inc (WK) | 21-Dec-20 | Market Sale (Planned) | 25,000 | $88.82 | $2,220,490.00 | (7%) 370.95K to 345.95K | (7%) |
| 24-Nov-20 4:15 PM View: | Workiva Inc (WK) | 23-Nov-20 | Market Sale (Planned) | 25,000 | $73.62 | $1,840,470.00 | (6%) 395.95K to 370.95K | (30%) |
| 06-Nov-20 4:19 PM View: | Workiva Inc (WK) | 05-Nov-20 | Conversion | 50,000 | -- | -- | 14% 345.95K to 395.95K | |
| 23-Oct-20 4:15 PM View: | Workiva Inc (WK) | 21-Oct-20 | Market Sale (Planned) | 25,000 | $55.25 | $1,381,340.00 | (6%) 395.95K to 370.95K | (73%) |
| 23-Sep-20 4:15 PM View: | Workiva Inc (WK) | 21-Sep-20 | Market Sale (Planned) | 25,000 | $56.60 | $1,414,930.00 | (6%) 395.95K to 370.95K | (69%) |
| 03-Sep-20 8:07 PM View: | Workiva Inc (WK) | 01-Sep-20 | Conversion | 35,986 | -- | -- | 10% 359.97K to 395.95K | |
| 23-Oct-20 4:15 PM View: | Workiva Inc (WK) | 27-Feb-20 | Gift | 14,014 | -- | -- | 4% 395.95K to 409.97K | |
| 23-Oct-20 4:15 PM View: | Workiva Inc (WK) | 27-Feb-20 | Gift | 14,014 | -- | -- | (3%) 409.97K to 395.95K |