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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Jul-24 4:29 PM View:  | Morgan Stanley (MS) | 17-Jul-24 | Market Sale | 1,000 | $106.62 | $106,621.00 | (1%) 96.91K to 95.91K | 2% |
| 03-Jun-24 4:16 PM View: | Morgan Stanley (MS) | 01-Jun-24 | Grant | 2,675 | -- | -- | 3% 94.23K to 96.91K | |
| 03-Jun-24 4:36 PM View: | Workiva Inc (WK) | 30-May-24 | Grant | 2,817 | -- | -- | 4% 78.55K to 81.37K | |
| 27-Feb-24 4:26 PM View: | Workiva Inc (WK) | 23-Feb-24 | Acquisition (other) | 11,793 | $86.05 | $1,014,790.00 | 15% 78.55K to 90.35K | |
| 27-Feb-24 4:26 PM View: | Workiva Inc (WK) | 23-Feb-24 | Disposition (other) | 11,793 | $86.05 | $1,014,790.00 | (13%) 90.35K to 78.55K | |
| 07-Nov-23 4:18 PM View: | Workiva Inc (WK) | 03-Nov-23 | Sale | 1,500 | $89.32 | $133,980.00 | (2%) 80.05K to 78.55K | |
| 02-Jun-23 4:21 PM View: | Morgan Stanley (MS) | 01-Jun-23 | Grant | 3,168 | -- | -- | 4% 88.37K to 91.53K | |
| 01-Jun-23 4:37 PM View: | Workiva Inc (WK) | 30-May-23 | Grant | 2,217 | -- | -- | 3% 77.84K to 80.05K | |
| 25-Jan-23 4:19 PM View: | Workiva Inc (WK) | 23-Jan-23 | Sale (Planned) | 7,818 | $90.51 | $707,607.00 | (9%) 85.65K to 77.84K | |
| 17-Jan-23 4:09 PM View: | Workiva Inc (WK) | 13-Jan-23 | Sale (Planned) | 9,182 | $90.07 | $827,023.00 | (10%) 94.84K to 85.65K | |
| 05-Jan-23 4:10 PM View: | Workiva Inc (WK) | 03-Jan-23 | Sale (Planned) | 3,000 | $85.00 | $255,000.00 | (3%) 97.84K to 94.84K | |
| 03-Jun-22 4:08 PM View: | Morgan Stanley (MS) | 01-Jun-22 | Grant | 2,945 | -- | -- | 4% 83.25K to 86.2K | |
| 03-Jun-22 4:38 PM View: | Workiva Inc (WK) | 01-Jun-22 | Grant | 2,925 | -- | -- | 3% 94.91K to 97.84K | |
| 18-Mar-22 4:22 PM View: | Workiva Inc (WK) | 17-Mar-22 | Market Sale | 750 | $103.11 | $77,332.50 | (< 1%) 95.66K to 94.91K | (14%) |
| 15-Mar-22 4:09 PM View: | Workiva Inc (WK) | 14-Mar-22 | Sale | 1,500 | $95.71 | $143,565.00 | (2%) 97.16K to 95.66K | |
| 19-Aug-21 4:18 PM View: | Workiva Inc (WK) | 17-Aug-21 | Market Sale | 17,870 | $133.13 | $2,379,030.00 | (16%) 115.03K to 97.16K | (< 1%) |
| 07-Jun-21 4:17 PM View: | Workiva Inc (WK) | 03-Jun-21 | Grant | 2,041 | -- | -- | 2% 112.99K to 115.03K | |
| 03-Jun-21 5:40 PM View: | Morgan Stanley (MS) | 01-Jun-21 | Grant | 2,703 | -- | -- | 3% 78.83K to 81.53K | |
| 10-Mar-21 4:52 PM View: | Workiva Inc (WK) | 09-Mar-21 | Option Exercise | 12,600 | $2.53 | $31,878.00 | 12% 106.24K to 118.84K | |
| 10-Mar-21 4:52 PM View: | Workiva Inc (WK) | 09-Mar-21 | Market Option Sale | 5,848 | $99.33 | $580,882.00 | (5%) 118.84K to 112.99K | 4% |
| 09-Dec-20 4:15 PM View: | Workiva Inc (WK) | 04-Dec-20 | Gift | 95,022 | -- | -- | 89% 106.24K to 201.26K | |
| 09-Dec-20 4:15 PM View: | Workiva Inc (WK) | 04-Dec-20 | Gift | 95,022 | -- | -- | (47%) 201.26K to 106.24K | |
| 03-Jun-20 4:09 PM View: | Morgan Stanley (MS) | 01-Jun-20 | Grant | 5,588 | -- | -- | 8% 72.06K to 77.65K | |
| 21-May-20 4:24 PM View: | Workiva Inc (WK) | 19-May-20 | Grant | 4,576 | -- | -- | 5% 101.66K to 106.24K | |
| 18-Mar-20 4:15 PM View: | Workiva Inc (WK) | 16-Mar-20 | Option Exercise | 7,000 | $2.53 | $17,710.00 | 7% 95.4K to 102.4K | |
| 18-Mar-20 4:15 PM View: | Workiva Inc (WK) | 16-Mar-20 | Market Option Sale | 738 | $24.86 | $18,346.70 | (< 1%) 102.4K to 101.66K | (284%) |
| 06-Jan-20 4:19 PM View: | Workiva Inc (WK) | 02-Jan-20 | Option Exercise | 20,000 | $2.53 | $50,600.00 | 26% 76.64K to 96.64K | |
| 06-Jan-20 4:19 PM View: | Workiva Inc (WK) | 02-Jan-20 | Market Option Sale (Planned) | 1,243 | $42.29 | $52,566.50 | (1%) 96.64K to 95.4K | (126%) |
| 13-Jun-19 4:16 PM View: | Workiva Inc (WK) | 11-Jun-19 | Grant | 3,386 | -- | -- | 5% 73.26K to 76.64K | |
| 04-Jun-19 4:19 PM View: | Morgan Stanley (MS) | 01-Jun-19 | Grant | 6,110 | -- | -- | 9% 64.43K to 70.54K | |
| 13-Jun-18 4:31 PM View: | Workiva Inc (WK) | 11-Jun-18 | Grant | 7,034 | -- | -- | 11% 66.22K to 73.26K | |
| 29-May-18 4:16 PM View: | Morgan Stanley (MS) | 24-May-18 | Grant | 4,652 | -- | -- | 8% 58.62K to 63.27K | |
| 15-Jun-17 4:46 PM View: | Workiva Inc (WK) | 13-Jun-17 | Grant | 9,893 | -- | -- | 18% 56.33K to 66.22K | |
| 24-May-17 4:19 PM View: | Morgan Stanley (MS) | 22-May-17 | Grant | 5,991 | -- | -- | 12% 51.84K to 57.83K | |
| 16-Jun-16 4:16 PM View: | Workiva Inc (WK) | 14-Jun-16 | Grant | 14,068 | -- | -- | 33% 42.26K to 56.33K | |
| 19-May-16 4:29 PM View: | Morgan Stanley (MS) | 17-May-16 | Grant | 9,525 | -- | -- | 23% 41.51K to 51.04K | |
| 03-Jun-15 5:48 PM View: | Workiva Inc (WK) | 01-Jun-15 | Grant | 14,005 | -- | -- | 50% 28.26K to 42.26K | |
| 21-May-15 4:41 PM View: | Morgan Stanley (MS) | 19-May-15 | Grant | 6,470 | -- | -- | 19% 34.46K to 40.93K | |
| 19-Dec-14 4:47 PM View: | Workiva Inc (WK) | 17-Dec-14 | Grant | 10,870 | -- | -- | 63% 17.39K to 28.26K | |
| 15-May-14 5:49 PM View: | Morgan Stanley (MS) | 13-May-14 | Grant | 8,219 | -- | -- | 32% 25.91K to 34.13K | |
| 15-May-14 5:49 PM View: | Morgan Stanley (MS) | 13-May-14 | Gift | 47 | -- | -- | < 1% 34.13K to 34.18K | |
| 15-May-14 5:49 PM View: | Morgan Stanley (MS) | 13-May-14 | Gift | 47 | -- | -- | (< 1%) 34.18K to 34.13K | |
| 15-May-14 5:49 PM View: | Morgan Stanley (MS) | 05-Feb-14 | Acquisition (small) | 2 | $29.02 | $58.05 | < 1% 25.91K to 25.91K | 162% |
| 15-May-14 5:49 PM View: | Morgan Stanley (MS) | 22-Jan-14 | Acquisition (small) | 45 | $32.80 | $1,475.95 | < 1% 25.87K to 25.91K | 132% |
| 16-May-13 5:00 PM View: | Morgan Stanley (MS) | 14-May-13 | Grant | 10,301 | -- | -- | 67% 15.43K to 25.73K | |
| 03-Aug-12 3:05 PM View: | Morgan Stanley (MS) | 01-Aug-12 | Grant | 15,346 | -- | -- | (9581990%) 0 to 15.35K |