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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 05-Apr-24 4:17 PM View:  | Workiva Inc (WK) | 03-Apr-24 | Payment of Exercise | 7,550 | $81.36 | $614,268.00 | (3%) 295.55K to 288.0K | |
| 05-Mar-24 4:44 PM View: | Workiva Inc (WK) | 01-Mar-24 | Grant | 14,327 | $85.50 | $1,224,960.00 | 5% 283.13K to 297.46K | |
| 05-Mar-24 4:44 PM View: | Workiva Inc (WK) | 01-Mar-24 | Payment of Exercise | 1,910 | $85.50 | $163,305.00 | (< 1%) 297.46K to 295.55K | |
| 20-Feb-24 4:40 PM View: | Workiva Inc (WK) | 15-Feb-24 | Grant | 10,659 | -- | -- | 4% 278.2K to 288.86K | |
| 20-Feb-24 4:40 PM View: | Workiva Inc (WK) | 15-Feb-24 | Payment of Exercise | 5,730 | $94.11 | $539,250.00 | (2%) 288.86K to 283.13K | |
| 05-Feb-24 5:09 PM View: | Workiva Inc (WK) | 01-Feb-24 | Grant | 73,398 | $95.37 | $6,999,970.00 | 32% 226.74K to 300.14K | |
| 05-Feb-24 5:09 PM View: | Workiva Inc (WK) | 01-Feb-24 | Payment of Exercise | 21,939 | $95.37 | $2,092,320.00 | (7%) 300.14K to 278.2K | |
| 06-Sep-23 4:39 PM View: | Workiva Inc (WK) | 01-Sep-23 | Payment of Exercise | 2,120 | $110.38 | $234,006.00 | (< 1%) 228.86K to 226.74K | (7%) |
| 04-Apr-23 4:26 PM View: | Workiva Inc (WK) | 01-Apr-23 | Grant | 42,138 | $100.86 | $4,250,040.00 | 23% 186.72K to 228.86K | |
| 02-Mar-23 4:28 PM View: | Workiva Inc (WK) | 01-Mar-23 | Payment of Exercise | 1,872 | $89.00 | $166,608.00 | (< 1%) 188.59K to 186.72K | |
| 21-Feb-23 4:48 PM View: | Workiva Inc (WK) | 17-Feb-23 | Grant | 2,447 | -- | -- | 1% 187.44K to 189.88K | |
| 21-Feb-23 4:48 PM View: | Workiva Inc (WK) | 17-Feb-23 | Payment of Exercise | 1,289 | $88.24 | $113,741.00 | (< 1%) 189.88K to 188.59K | |
| 08-Feb-23 8:56 PM View: | Five9, Inc. (FIVN) | 06-Feb-23 | Grant | 5,550 | -- | -- | 100% 0 to 5.55K | |
| 07-Feb-23 4:30 PM View: | Workiva Inc (WK) | 03-Feb-23 | Payment of Exercise | 8,365 | $91.26 | $763,390.00 | (4%) 195.8K to 187.44K | |
| 03-Feb-23 4:23 PM View: | Workiva Inc (WK) | 01-Feb-23 | Grant | 56,579 | $92.79 | $5,249,970.00 | 38% 150.8K to 207.38K | |
| 03-Feb-23 4:23 PM View: | Workiva Inc (WK) | 01-Feb-23 | Payment of Exercise | 11,573 | $92.79 | $1,073,860.00 | (6%) 207.38K to 195.8K | |
| 04-Oct-22 4:12 PM View: | Workiva Inc (WK) | 01-Oct-22 | Payment of Exercise | 24,285 | $77.80 | $1,889,370.00 | (14%) 175.08K to 150.8K | |
| 06-Sep-22 4:42 PM View: | Workiva Inc (WK) | 01-Sep-22 | Payment of Exercise | 2,120 | $64.92 | $137,630.00 | (1%) 177.2K to 175.08K | |
| 23-May-22 8:29 AM View: | Cvent Holding Corp. (CVT) | 19-May-22 | Grant | 23,112 | -- | -- | 100% 0 to 23.11K | |
| 02-Mar-22 4:27 PM View: | Workiva Inc (WK) | 01-Mar-22 | Grant | 10,661 | $108.34 | $1,155,010.00 | 6% 166.54K to 177.2K | 9% |
| 23-Feb-22 5:49 PM View: | Vocera Communications, Inc. (VCRA) | 23-Feb-22 | Disposition | 16,420 | -- | -- | (100%) 16.42K to 0 | |
| 07-Feb-22 4:37 PM View: | Workiva Inc (WK) | 03-Feb-22 | Payment of Exercise | 8,364 | $111.85 | $935,513.00 | (5%) 174.9K to 166.54K | (5%) |
| 03-Feb-22 4:11 PM View: | Workiva Inc (WK) | 01-Feb-22 | Grant | 28,984 | $119.68 | $3,468,810.00 | 19% 152.38K to 181.37K | (2%) |
| 03-Feb-22 4:11 PM View: | Workiva Inc (WK) | 01-Feb-22 | Payment of Exercise | 6,462 | $119.68 | $773,372.00 | (4%) 181.37K to 174.9K | 2% |
| 05-Oct-21 4:14 PM View: | Workiva Inc (WK) | 01-Oct-21 | Payment of Exercise | 24,286 | $142.35 | $3,457,110.00 | (14%) 176.67K to 152.38K | 4% |
| 02-Sep-21 4:27 PM View: | Workiva Inc (WK) | 01-Sep-21 | Grant | 16,101 | $142.85 | $2,300,030.00 | 10% 160.57K to 176.67K | (< 1%) |
| 18-Mar-21 4:19 PM View: | Workiva Inc (WK) | 17-Mar-21 | Market Sale | 29,309 | $96.09 | $2,816,300.00 | (15%) 189.88K to 160.57K | < 1% |
| 04-Feb-21 5:18 PM View: | Workiva Inc (WK) | 03-Feb-21 | Payment of Exercise | 8,418 | $102.91 | $866,296.00 | (4%) 198.29K to 189.88K | 7% |
| 03-Feb-21 5:30 PM View: | Workiva Inc (WK) | 01-Feb-21 | Grant | 36,543 | $101.25 | $3,699,980.00 | 23% 161.75K to 198.29K | (6%) |
| 05-Oct-20 4:22 PM View: | Workiva Inc (WK) | 01-Oct-20 | Payment of Exercise | 24,285 | $56.65 | $1,375,750.00 | (13%) 186.04K to 161.75K | (68%) |
| 03-Jun-20 7:15 PM View: | Vocera Communications, Inc. (VCRA) | 01-Jun-20 | Grant | 7,708 | -- | -- | 178% 4.33K to 12.04K | |
| 05-Feb-20 4:23 PM View: | Workiva Inc (WK) | 03-Feb-20 | Grant | 47,660 | $46.16 | $2,199,990.00 | 34% 138.38K to 186.04K | 107% |
| 03-Oct-19 4:16 PM View: | Workiva Inc (WK) | 01-Oct-19 | Grant | 138,376 | -- | -- | 100% 0 to 138.38K | |
| 04-Jun-19 9:33 PM View: | Vocera Communications, Inc. (VCRA) | 31-May-19 | Grant | 4,333 | -- | -- | 100% 0 to 4.33K |