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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 25-Sep-23 6:52 PM View:  | American Equity Investment ... (AEL) | 21-Sep-23 | Gift | 9,000 | -- | -- | (7%) 128.36K to 119.36K | |
| 12-Jun-23 4:45 PM View: | American Equity Investment ... (AEL) | 08-Jun-23 | Grant | 3,303 | -- | -- | 3% 125.06K to 128.36K | |
| 01-Jun-23 4:41 PM View: | Workiva Inc (WK) | 30-May-23 | Grant | 2,217 | -- | -- | < 1% 239.09K to 241.31K | |
| 14-Jun-22 4:17 PM View: | American Equity Investment ... (AEL) | 10-Jun-22 | Grant | 3,601 | -- | -- | 3% 121.46K to 125.06K | |
| 03-Jun-22 4:40 PM View: | Workiva Inc (WK) | 01-Jun-22 | Grant | 2,925 | -- | -- | 1% 236.17K to 239.09K | |
| 14-Jun-21 5:33 PM View: | American Equity Investment ... (AEL) | 10-Jun-21 | Grant | 3,021 | -- | -- | 3% 118.44K to 121.46K | |
| 07-Jun-21 4:23 PM View: | Workiva Inc (WK) | 03-Jun-21 | Grant | 2,041 | -- | -- | < 1% 234.13K to 236.17K | |
| 28-Sep-20 8:09 PM View: | American Equity Investment ... (AEL) | 25-Sep-20 | Private Purchase | 10,000 | $19.57 | $195,682.00 | 9% 108.44K to 118.44K | |
| 08-Jun-20 3:43 PM View: | American Equity Investment ... (AEL) | 04-Jun-20 | Grant | 4,200 | -- | -- | 4% 104.24K to 108.44K | |
| 21-May-20 4:23 PM View: | Workiva Inc (WK) | 19-May-20 | Grant | 4,576 | -- | -- | 2% 229.55K to 234.13K | |
| 16-Dec-19 4:29 PM View: | American Equity Investment ... (AEL) | 22-Oct-19 | Option Exercise | 28,125 | -- | -- | 45% 62.56K to 90.69K | |
| 13-Jun-19 4:16 PM View: | Workiva Inc (WK) | 11-Jun-19 | Grant | 3,386 | -- | -- | 1% 226.16K to 229.55K | |
| 06-Jun-19 4:55 PM View: | American Equity Investment ... (AEL) | 06-Jun-19 | Grant | 3,200 | -- | -- | 4% 72.91K to 76.11K | |
| 13-Jun-18 4:30 PM View: | Workiva Inc (WK) | 11-Jun-18 | Grant | 7,034 | -- | -- | 3% 219.13K to 226.16K | |
| 08-Jun-18 9:46 AM View: | American Equity Investment ... (AEL) | 07-Jun-18 | Grant | 2,600 | -- | -- | 4% 70.31K to 72.91K | |
| 15-Jun-17 4:47 PM View: | Workiva Inc (WK) | 13-Jun-17 | Grant | 9,893 | -- | -- | 5% 209.24K to 219.13K | |
| 01-Jun-17 5:24 PM View: | American Equity Investment ... (AEL) | 01-Jun-17 | Grant | 3,000 | -- | -- | 4% 67.31K to 70.31K | |
| 16-Jun-16 4:15 PM View: | Workiva Inc (WK) | 14-Jun-16 | Grant | 14,068 | -- | -- | 7% 195.17K to 209.24K | |
| 06-Jun-16 6:13 PM View: | American Equity Investment ... (AEL) | 02-Jun-16 | Grant | 4,750 | -- | -- | 8% 62.56K to 67.31K | |
| 18-Feb-16 7:45 PM View: | American Equity Investment ... (AEL) | 17-Feb-16 | Option Exercise | 29,000 | $11.42 | $331,180.00 | 86% 33.56K to 62.56K | |
| 08-Jun-15 2:06 PM View: | American Equity Investment ... (AEL) | 04-Jun-15 | Grant | 2,750 | -- | -- | 9% 30.81K to 33.56K | |
| 03-Jun-15 5:49 PM View: | Workiva Inc (WK) | 01-Jun-15 | Grant | 14,005 | -- | -- | 8% 181.16K to 195.17K | |
| 19-Dec-14 4:34 PM View: | Workiva Inc (WK) | 17-Dec-14 | Grant | 10,870 | -- | -- | 6% 170.29K to 181.16K | |
| 09-Jun-14 4:37 PM View: | American Equity Investment ... (AEL) | 05-Jun-14 | Grant | 3,000 | -- | -- | 11% 27.81K to 30.81K | |
| 10-Jun-13 11:36 AM View: | American Equity Investment ... (AEL) | 06-Jun-13 | Grant | 5,000 | -- | -- | 28% 17.81K to 22.81K | |
| 29-Jun-12 9:53 AM View: | American Equity Investment ... (AEL) | 27-Jun-12 | Conversion | 14,814 | $8.10 | $119,993.00 | 185% 8.0K to 22.81K | |
| 10-Aug-11 6:30 PM View: | American Equity Investment ... (AEL) | 10-Aug-11 | Market Purchase | 3,000 | $9.48 | $28,437.00 | 60% 5.0K to 8.0K | 201% |
| 16-Mar-11 5:25 PM View: | American Equity Investment ... (AEL) | 15-Mar-11 | Market Purchase | 5,000 | $12.90 | $64,503.30 | 100% 0 to 5.0K | 121% |
| 01-Nov-05 11:29 AM View: | American Equity Investment ... (AEL) | 31-Oct-05 | Option Exercise | 30,000 | $5.33 | $159,900.00 | 33% 91.0K to 121.0K | (2032%) |
| 05-Aug-04 10:00 PM View: | American Equity Investment ... (AEL) | 04-Aug-04 | Market Purchase | 5,000 | $9.56 | $47,804.00 | 6% 86.0K to 91.0K | 239% |
| 09-Dec-03 10:00 PM View: | American Equity Investment ... (AEL) | 09-Dec-03 | Market Purchase | 20,000 | $9.00 | $180,000.00 | 30% 66.0K to 86.0K | 260% |