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WORKIVA INC

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589
SEC CIK
0001445305
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472

Last 12 months

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0 purchase rows · 6 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202501
Dec 202502
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202601
Jun 202601
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 01, 2025 Filed Feb 4, 2025 21:40 UTC
Iskow JulieDirector · President & CEO
Tax withholdingClass A Common Stock 28,596 $98.22 $2,808,699.12
Disclosure

SEC source: 0001445305-25-000006 · wk-form4_1738705198.xml · nonDerivative · entry 1

Iskow Julie · CIK 0001776078 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 255,073

F1 · kind: Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
February 01, 2025 Filed Feb 4, 2025 21:52 UTC
Swain JunkoSVP, Chief Accounting Officer
Tax withholdingClass A Common Stock 606 $98.22 $59,521.32
Disclosure

SEC source: 0001445305-25-000014 · wk-form4_1738705914.xml · nonDerivative · entry 1

Swain Junko · CIK 0001990482 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,249

F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
February 01, 2025 Filed Feb 4, 2025 21:43 UTC
Klindt JillEVP, CFO & Treasurer
Tax withholdingClass A Common Stock 12,314 $98.22 $1,209,481.08
Disclosure

SEC source: 0001445305-25-000008 · wk-form4_1738705404.xml · nonDerivative · entry 1

Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,947

F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
January 10, 2025 Filed Jan 14, 2025 21:28 UTC GiftClass A Common Stock 9,806 $0.00 $0.00
Disclosure

SEC source: 0001445305-25-000002 · wk-form4_1736890117.xml · nonDerivative · entry 2

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By living trust

Disclosed balance after: 355,675

F1 · kind: Represents a gift of securities by the reporting person to a revocable living trust.

Read SEC document
January 10, 2025 Filed Jan 14, 2025 21:28 UTC GiftClass A Common Stock 9,806 $0.00 $0.00
Disclosure

SEC source: 0001445305-25-000002 · wk-form4_1736890117.xml · nonDerivative · entry 1

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 314,985

F1 · kind: Represents a gift of securities by the reporting person to a revocable living trust.

Read SEC document
November 27, 2024 Filed Dec 2, 2024 21:13 UTC GiftClass A Common Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000149 · wk-form4_1733174016.xml · nonDerivative · entry 1

MULCAHY DAVID S. · CIK 0001260541 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 239,125

F1 · balance_after: Represents transfer of 5,000 shares of Class A Common Stock to a charitable family foundation of which Mr. Mulcahy is a director. Mr. Mulcahy has voting and investment power over all securities owned by the foundation.

Read SEC document
November 11, 2024 Filed Nov 13, 2024 21:21 UTC SaleClass A Common Stock 25,678 $95.00 $2,439,410.00
Disclosure

SEC source: 0001445305-24-000147 · wk-form4_1731532866.xml · nonDerivative · entry 1

RADIA SUKU V. · CIK 0001196027 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 28,154

Read SEC document
November 11, 2024 Filed Nov 13, 2024 21:17 UTC SaleClass A Common Stock 4,800 $94.77 $454,896.00
Disclosure

SEC source: 0001445305-24-000145 · wk-form4_1731532627.xml · nonDerivative · entry 2

Herz Robert H · CIK 0001523753 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 38,309

F2 · price: The price reported in Column 4 is a weighted-average price. The prices actually received ranges from $94.60 to $94.83 For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
November 11, 2024 Filed Nov 13, 2024 21:17 UTC SaleClass A Common Stock 3,177 $94.69 $300,830.13
Disclosure

SEC source: 0001445305-24-000145 · wk-form4_1731532627.xml · nonDerivative · entry 1

Herz Robert H · CIK 0001523753 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,084

F1 · price: The price reported in Column 4 is a weighted-average price. The prices actually received ranges from $94.68 to $94.78. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
September 13, 2024 Filed Sep 16, 2024 16:42 UTC SaleClass A Common Stock 2,761 $74.60 $205,970.60
Disclosure

SEC source: 0001445305-24-000135 · wk-form4_1726519328.xml · nonDerivative · entry 1

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,887

F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $74.60 to $74.62. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
September 11, 2024 Filed Sep 13, 2024 20:15 UTC PurchaseClass A Common Stock 878 $70.81 $62,171.18
Disclosure

SEC source: 0001445305-24-000133 · wk-form4_1726258504.xml · nonDerivative · entry 2

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By living trust

Disclosed balance after: 345,869

F2 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $70.66 to $71.04. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
September 11, 2024 Filed Sep 13, 2024 20:15 UTC PurchaseClass A Common Stock 3,122 $69.85 $218,071.70
Disclosure

SEC source: 0001445305-24-000133 · wk-form4_1726258504.xml · nonDerivative · entry 1

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By living trust

Disclosed balance after: 344,991

F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $69.57 to $70.09. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
September 03, 2024 Filed Sep 4, 2024 23:25 UTC
Swain JunkoSVP, Chief Accounting Officer
Tax withholdingClass A Common Stock 1,507 $78.17 $117,802.19
Disclosure

SEC source: 0001445305-24-000131 · wk-form4_1725487934.xml · nonDerivative · entry 1

Swain Junko · CIK 0001990482 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,855

F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
September 01, 2024 Filed Sep 4, 2024 20:13 UTC Tax withholdingClass A Common Stock 2,071 $78.17 $161,890.07
Disclosure

SEC source: 0001445305-24-000122 · wk-form4_1725480809.xml · nonDerivative · entry 1

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 324,791

F1 · kind: Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
September 01, 2024 Filed Sep 4, 2024 17:51 UTC Tax withholdingClass A Common Stock 2,839 $78.17 $221,924.63
Disclosure

SEC source: 0001445305-24-000130 · wk-form4_1725483592.xml · nonDerivative · entry 1

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,648

F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
September 01, 2024 Filed Sep 4, 2024 20:52 UTC
Ziegler BrandonEVP, CLO, CAO & Corp Secretary
Tax withholdingClass A Common Stock 2,859 $78.17 $223,488.03
Disclosure

SEC source: 0001445305-24-000128 · wk-form4_1725482410.xml · nonDerivative · entry 1

Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,301

F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
September 01, 2024 Filed Sep 4, 2024 20:20 UTC
Iskow JulieDirector · President & CEO
Tax withholdingClass A Common Stock 4,327 $78.17 $338,241.59
Disclosure

SEC source: 0001445305-24-000124 · wk-form4_1725481209.xml · nonDerivative · entry 1

Iskow Julie · CIK 0001776078 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 283,669

F1 · kind: Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
September 01, 2024 Filed Sep 4, 2024 20:27 UTC
Klindt JillEVP, CFO & Treasurer
Tax withholdingClass A Common Stock 2,523 $78.17 $197,222.91
Disclosure

SEC source: 0001445305-24-000126 · wk-form4_1725481602.xml · nonDerivative · entry 1

Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,261

F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 20:31 UTC GiftClass A Common Stock 31,923 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000119 · wk-form4_1724963391.xml · nonDerivative · entry 2

RADIA SUKU V. · CIK 0001196027 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 53,832

F1 · kind: Represents a gift of securities by the reporting person to a revocable living trust.

Read SEC document
August 28, 2024 Filed Aug 29, 2024 20:31 UTC GiftClass A Common Stock 31,923 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000119 · wk-form4_1724963391.xml · nonDerivative · entry 1

RADIA SUKU V. · CIK 0001196027 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,000

F1 · kind: Represents a gift of securities by the reporting person to a revocable living trust.

Read SEC document
August 16, 2024 Filed Aug 19, 2024 20:13 UTC PurchaseClass A Common Stock 4,000 $78.91 $315,640.00
Disclosure

SEC source: 0001445305-24-000115 · wk-form4_1724098418.xml · nonDerivative · entry 1

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By living trust

Disclosed balance after: 341,869

F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $78.50 to $79.40. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 20:16 UTC
Ziegler BrandonEVP, CLO, CAO & Corp Secretary
SaleClass A Common Stock 3,750 $79.46 $297,975.00
Disclosure

SEC source: 0001445305-24-000117 · wk-form4_1724098603.xml · nonDerivative · entry 1

Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,160

F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $79.42 to $79.54. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
August 09, 2024 Filed Aug 13, 2024 20:27 UTC PurchaseClass A Common Stock 290 $75.61 $21,926.90
Disclosure

SEC source: 0001445305-24-000113 · wk-form4_1723580813.xml · nonDerivative · entry 2

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By living trust

Disclosed balance after: 337,869

F2 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $75.60 to $75.62. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
August 09, 2024 Filed Aug 13, 2024 20:27 UTC PurchaseClass A Common Stock 3,710 $74.94 $278,027.40
Disclosure

SEC source: 0001445305-24-000113 · wk-form4_1723580813.xml · nonDerivative · entry 1

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By living trust

Disclosed balance after: 337,579

F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $74.60 to $75.58. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
August 07, 2024 Filed Aug 9, 2024 20:20 UTC
Klindt JillEVP, CFO & Treasurer
GiftClass A Common Stock 3,500 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000111 · wk-form4_1723234823.xml · nonDerivative · entry 1

Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,784

F1 · shares: On August 7, 2024, the reporting person made a charitable gift of 3,500 shares.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 21:06 UTC GrantClass A Common Stock 2,817 Not disclosed Not disclosed
Disclosure

SEC source: 0001445305-24-000094 · wk-form4_1717448415.xml · nonDerivative · entry 1

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 326,862

F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 20:42 UTC GrantClass A Common Stock 2,817 Not disclosed Not disclosed
Disclosure

SEC source: 0001445305-24-000092 · wk-form4_1717447347.xml · nonDerivative · entry 1

RADIA SUKU V. · CIK 0001196027 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,923

F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 20:39 UTC GrantClass A Common Stock 2,817 Not disclosed Not disclosed
Disclosure

SEC source: 0001445305-24-000090 · wk-form4_1717447167.xml · nonDerivative · entry 1

MULCAHY DAVID S. · CIK 0001260541 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 244,125

F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 20:36 UTC GrantClass A Common Stock 2,817 Not disclosed Not disclosed
Disclosure

SEC source: 0001445305-24-000088 · wk-form4_1717446983.xml · nonDerivative · entry 1

Herz Robert H · CIK 0001523753 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,261

F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 20:33 UTC GrantClass A Common Stock 2,817 Not disclosed Not disclosed
Disclosure

SEC source: 0001445305-24-000086 · wk-form4_1717446786.xml · nonDerivative · entry 1

CROW MICHAEL M · CIK 0001244046 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,889

F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 20:29 UTC GrantClass A Common Stock 2,817 Not disclosed Not disclosed
Disclosure

SEC source: 0001445305-24-000084 · wk-form4_1717446546.xml · nonDerivative · entry 1

Bonner Brigid A. · CIK 0001359852 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,588

F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

F1 · price: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

Read SEC document
May 08, 2024 Filed May 10, 2024 16:29 UTC SaleClass A Common Stock 3,435 $81.46 $279,815.10
Disclosure

SEC source: 0001445305-24-000079 · wk-form4_1715372966.xml · nonDerivative · entry 1

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,487

Read SEC document
May 01, 2024 Filed May 3, 2024 16:12 UTC Tax withholdingClass A Common Stock 3,531 $80.30 $283,539.30
Disclosure

SEC source: 0001445305-24-000073 · wk-form4_1714767165.xml · nonDerivative · entry 1

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,922

F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
April 03, 2024 Filed Apr 5, 2024 20:17 UTC
Iskow JulieDirector · President & CEO
Tax withholdingClass A Common Stock 7,550 $81.36 $614,268.00
Disclosure

SEC source: 0001445305-24-000045 · wk-form4_1712348226.xml · nonDerivative · entry 1

Iskow Julie · CIK 0001776078 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 287,996

F1 · kind: Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:13 UTC
Ziegler BrandonEVP, CLO, CAO & Corp Secretary
Tax withholdingClass A Common Stock 8,256 $83.58 $690,036.48
Disclosure

SEC source: 0001445305-24-000043 · wk-form4_1712175216.xml · nonDerivative · entry 1

Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,910

F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:52 UTC
Ziegler BrandonEVP, CLO, CAO & Corp Secretary
Tax withholdingClass A Common Stock 786 $85.50 $67,203.00
Disclosure

SEC source: 0001445305-24-000041 · wk-form4_1709675527.xml · nonDerivative · entry 1

Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,166

F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:44 UTC
Iskow JulieDirector · President & CEO
Tax withholdingClass A Common Stock 1,910 $85.50 $163,305.00
Disclosure

SEC source: 0001445305-24-000037 · wk-form4_1709675054.xml · nonDerivative · entry 2

Iskow Julie · CIK 0001776078 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 295,546

F3 · kind: Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:44 UTC
Iskow JulieDirector · President & CEO
GrantClass A Common Stock 14,327 $85.50 $1,224,958.50
Disclosure

SEC source: 0001445305-24-000037 · wk-form4_1709675054.xml · nonDerivative · entry 1

Iskow Julie · CIK 0001776078 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 297,456

F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

F2 · shares: Vests in three equal annual installments commencing on the first anniversary of the grant date.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:48 UTC
Klindt JillEVP, CFO & Treasurer
Tax withholdingClass A Common Stock 3,753 $85.50 $320,881.50
Disclosure

SEC source: 0001445305-24-000039 · wk-form4_1709675282.xml · nonDerivative · entry 1

Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,284

F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Read SEC document
February 26, 2024 Filed Feb 27, 2024 16:31 UTC SaleClass A Common Stock 2,381 $86.87 $206,837.47
Disclosure

SEC source: 0001445305-24-000035 · wk-form4_1709069484.xml · nonDerivative · entry 1

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,453

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:26 UTC OtherClass A Common Stock 11,793 $86.05 $1,014,787.65
Disclosure

SEC source: 0001445305-24-000033 · wk-form4_1709069188.xml · nonDerivative · entry 2

Herz Robert H · CIK 0001523753 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 43,109

F1 · kind: On February 23, 2024, Mr. Herz withdrew 11,793 shares of Class A Common Stock from the Robert H. Herz Irrevocable Trust in exchange for a promissory note. In addition, on February 23, 2024, Mr. Herz exchanged 12,500 shares of Class A Common Stock with the Robert H. Herz Irrevocable Trust on a one for one basis without additional consideration, such that the final amount of Class A Common Stock owned by each of Mr. Herz and the Robert H. Herz Irrevocable Trust following the share exchange remained unchanged. Mr. Herz believes that each of these exchanges constitutes a change in the form of beneficial ownership of the shares, exempt under Rule 16a-13 of the Securities Exchange Act of 1934.

F2 · price: The price reported in column 4 reflects the average of the high and low price of the Class A Common Stock on the New York Stock Exchange on February 23, 2024.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:26 UTC OtherClass A Common Stock 11,793 $86.05 $1,014,787.65
Disclosure

SEC source: 0001445305-24-000033 · wk-form4_1709069188.xml · nonDerivative · entry 1

Herz Robert H · CIK 0001523753 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,444

F1 · kind: On February 23, 2024, Mr. Herz withdrew 11,793 shares of Class A Common Stock from the Robert H. Herz Irrevocable Trust in exchange for a promissory note. In addition, on February 23, 2024, Mr. Herz exchanged 12,500 shares of Class A Common Stock with the Robert H. Herz Irrevocable Trust on a one for one basis without additional consideration, such that the final amount of Class A Common Stock owned by each of Mr. Herz and the Robert H. Herz Irrevocable Trust following the share exchange remained unchanged. Mr. Herz believes that each of these exchanges constitutes a change in the form of beneficial ownership of the shares, exempt under Rule 16a-13 of the Securities Exchange Act of 1934.

F2 · price: The price reported in column 4 reflects the average of the high and low price of the Class A Common Stock on the New York Stock Exchange on February 23, 2024.

Read SEC document
February 16, 2024 Filed Feb 20, 2024 21:35 UTC GiftClass A Common Stock 51,805 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000023 · wk-form4_1708464893.xml · nonDerivative · entry 4

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By living trust

Disclosed balance after: 333,869

F3 · kind: Represents a gift of securities by the reporting person to a revocable living trust.

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February 16, 2024 Filed Feb 20, 2024 21:35 UTC GiftClass A Common Stock 51,805 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000023 · wk-form4_1708464893.xml · nonDerivative · entry 3

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 324,045

F3 · kind: Represents a gift of securities by the reporting person to a revocable living trust.

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February 15, 2024 Filed Feb 20, 2024 21:35 UTC Tax withholdingClass A Common Stock 833 $94.11 $78,393.63
Disclosure

SEC source: 0001445305-24-000023 · wk-form4_1708464893.xml · nonDerivative · entry 2

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 375,850

F2 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted.

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February 15, 2024 Filed Feb 20, 2024 21:35 UTC GrantClass A Common Stock 3,481 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000023 · wk-form4_1708464893.xml · nonDerivative · entry 1

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 376,683

F1 · shares: Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2022. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 80% of the target for the 2022-2023 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar year in the three-year performance period.

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February 15, 2024 Filed Feb 20, 2024 16:51 UTC Tax withholdingClass A Common Stock 2,448 $94.11 $230,381.28
Disclosure

SEC source: 0001445305-24-000031 · wk-form4_1708465873.xml · nonDerivative · entry 3

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,834

F3 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted.

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February 15, 2024 Filed Feb 20, 2024 16:51 UTC GrantClass A Common Stock 3,368 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000031 · wk-form4_1708465873.xml · nonDerivative · entry 2

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,282

F2 · shares: Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2023. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 100% of the target for the 2023 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar years in the three-year performance period.

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February 15, 2024 Filed Feb 20, 2024 16:51 UTC GrantClass A Common Stock 1,461 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000031 · wk-form4_1708465873.xml · nonDerivative · entry 1

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,914

F1 · shares: Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2022. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 80% of the target for the 2022-2023 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar year in the three-year performance period.

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February 15, 2024 Filed Feb 20, 2024 21:47 UTC
Ziegler BrandonEVP, CLO, CAO & Corp Secretary
Tax withholdingClass A Common Stock 2,617 $94.11 $246,285.87
Disclosure

SEC source: 0001445305-24-000029 · wk-form4_1708465656.xml · nonDerivative · entry 3

Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,952

F3 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.