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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 16-Sep-24 4:42 PM View:  | Workiva Inc (WK) | 13-Sep-24 | Sale | 2,761 | $74.60 | $205,971.00 | (5%) 52.65K to 49.89K | |
| 04-Sep-24 5:51 PM View: | Workiva Inc (WK) | 01-Sep-24 | Payment of Exercise | 2,839 | $78.17 | $221,925.00 | (5%) 55.49K to 52.65K | |
| 10-May-24 4:29 PM View: | Workiva Inc (WK) | 08-May-24 | Sale | 3,435 | $81.46 | $279,815.00 | (6%) 58.92K to 55.49K | |
| 03-May-24 4:12 PM View: | Workiva Inc (WK) | 01-May-24 | Payment of Exercise | 3,531 | $80.30 | $283,539.00 | (6%) 62.45K to 58.92K | |
| 27-Feb-24 4:31 PM View: | Workiva Inc (WK) | 26-Feb-24 | Sale | 2,381 | $86.87 | $206,837.00 | (4%) 64.83K to 62.45K | |
| 20-Feb-24 4:51 PM View: | Workiva Inc (WK) | 15-Feb-24 | Grant | 4,829 | -- | -- | 8% 62.45K to 67.28K | |
| 20-Feb-24 4:51 PM View: | Workiva Inc (WK) | 15-Feb-24 | Payment of Exercise | 2,448 | $94.11 | $230,381.00 | (4%) 67.28K to 64.83K | |
| 05-Feb-24 5:25 PM View: | Workiva Inc (WK) | 02-Feb-24 | Sale (Planned) | 11,439 | $93.62 | $1,070,920.00 | (15%) 73.89K to 62.45K | |
| 05-Feb-24 5:25 PM View: | Workiva Inc (WK) | 01-Feb-24 | Grant | 23,502 | $95.37 | $2,241,390.00 | 40% 59.1K to 82.61K | |
| 05-Feb-24 5:25 PM View: | Workiva Inc (WK) | 01-Feb-24 | Payment of Exercise | 8,713 | $95.37 | $830,959.00 | (11%) 82.61K to 73.89K | |
| 06-Nov-23 4:12 PM View: | Workiva Inc (WK) | 02-Nov-23 | Sale | 1,995 | $85.27 | $170,114.00 | (3%) 61.1K to 59.1K | |
| 06-Sep-23 4:43 PM View: | Workiva Inc (WK) | 01-Sep-23 | Payment of Exercise | 1,389 | $110.38 | $153,318.00 | (2%) 62.49K to 61.1K | (7%) |
| 02-Aug-23 4:21 PM View: | Workiva Inc (WK) | 01-Aug-23 | Payment of Exercise | 574 | $106.06 | $60,878.40 | (< 1%) 63.06K to 62.49K | (11%) |
| 23-May-23 4:18 PM View: | Workiva Inc (WK) | 22-May-23 | Sale | 3,511 | $94.70 | $332,492.00 | (5%) 66.57K to 63.06K | |
| 03-May-23 4:17 PM View: | Workiva Inc (WK) | 01-May-23 | Payment of Exercise | 3,454 | $93.75 | $323,812.00 | (5%) 70.03K to 66.57K | |
| 28-Feb-23 10:00 PM View: | Workiva Inc (WK) | 24-Feb-23 | Sale | 8,431 | $86.28 | $727,427.00 | (11%) 78.46K to 70.03K | |
| 21-Feb-23 4:45 PM View: | Workiva Inc (WK) | 17-Feb-23 | Grant | 1,389 | -- | -- | 2% 77.76K to 79.15K | |
| 21-Feb-23 4:45 PM View: | Workiva Inc (WK) | 17-Feb-23 | Payment of Exercise | 689 | $88.24 | $60,797.40 | (< 1%) 79.15K to 78.46K | |
| 03-Feb-23 4:26 PM View: | Workiva Inc (WK) | 01-Feb-23 | Grant | 23,575 | $92.79 | $2,187,520.00 | 40% 58.74K to 82.32K | |
| 03-Feb-23 4:26 PM View: | Workiva Inc (WK) | 01-Feb-23 | Payment of Exercise | 4,563 | $92.79 | $423,401.00 | (6%) 82.32K to 77.76K | |
| 10-Nov-22 4:13 PM View: | Workiva Inc (WK) | 09-Nov-22 | Sale | 5,505 | $66.72 | $367,294.00 | (9%) 64.25K to 58.74K | |
| 06-Sep-22 4:28 PM View: | Workiva Inc (WK) | 01-Sep-22 | Payment of Exercise | 1,389 | $64.92 | $90,173.90 | (2%) 65.64K to 64.25K | |
| 03-Aug-22 4:16 PM View: | Workiva Inc (WK) | 01-Aug-22 | Payment of Exercise | 574 | $67.00 | $38,458.00 | (< 1%) 66.21K to 65.64K | |
| 02-May-22 4:15 PM View: | Workiva Inc (WK) | 01-May-22 | Payment of Exercise | 3,454 | $96.51 | $333,346.00 | (5%) 69.67K to 66.21K | |
| 10-Feb-22 4:30 PM View: | Workiva Inc (WK) | 09-Feb-22 | Market Sale (Planned) | 3,433 | $120.00 | $411,960.00 | (5%) 73.1K to 69.67K | 2% |
| 03-Feb-22 4:04 PM View: | Workiva Inc (WK) | 01-Feb-22 | Grant | 16,450 | $119.68 | $1,968,740.00 | 27% 60.03K to 76.48K | (2%) |
| 03-Feb-22 4:04 PM View: | Workiva Inc (WK) | 01-Feb-22 | Payment of Exercise | 3,377 | $119.68 | $404,159.00 | (4%) 76.48K to 73.1K | 2% |
| 04-Jan-22 10:00 PM View: | Workiva Inc (WK) | 03-Jan-22 | Market Sale (Planned) | 5,618 | $128.11 | $719,722.00 | (9%) 65.64K to 60.03K | 12% |
| 04-Jan-22 10:00 PM View: | Workiva Inc (WK) | 01-Jan-22 | Payment of Exercise | 5,660 | $130.49 | $738,573.00 | (8%) 71.31K to 65.64K | 12% |
| 02-Sep-21 4:40 PM View: | Workiva Inc (WK) | 01-Sep-21 | Grant | 11,201 | $142.85 | $1,600,060.00 | 19% 60.1K to 71.31K | (< 1%) |
| 18-Aug-21 4:19 PM View: | Workiva Inc (WK) | 16-Aug-21 | Market Sale | 567 | $134.04 | $76,000.70 | (< 1%) 60.67K to 60.1K | (< 1%) |