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WORKIVA INC

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589
SEC CIK
0001445305
Parsed reports
472

Last 12 months

Inside the activity.

0 purchase rows · 6 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202502
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202601
Jun 202601
Jul 202600
Aug 202601
Sep 202600
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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 15, 2024 Filed Feb 20, 2024 21:47 UTC
Ziegler BrandonEVP, CLO, CAO & Corp Secretary
GrantClass A Common Stock 3,664 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000029 · wk-form4_1708465656.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,569

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.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 21:47 UTC
Ziegler BrandonEVP, CLO, CAO & Corp Secretary
GrantClass A Common Stock 1,461 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000029 · wk-form4_1708465656.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,905

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.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 21:40 UTC
Iskow JulieDirector · President & CEO
Tax withholdingClass A Common Stock 5,730 $94.11 $539,250.30
Disclosure

SEC source: 0001445305-24-000025 · wk-form4_1708465156.xml · nonDerivative · entry 3

Iskow Julie · CIK 0001776078 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 283,129

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

Read SEC document
February 15, 2024 Filed Feb 20, 2024 21:40 UTC
Iskow JulieDirector · President & CEO
GrantClass A Common Stock 8,083 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000025 · wk-form4_1708465156.xml · nonDerivative · entry 2

Iskow Julie · CIK 0001776078 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 288,859

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.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 21:40 UTC
Iskow JulieDirector · President & CEO
GrantClass A Common Stock 2,576 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000025 · wk-form4_1708465156.xml · nonDerivative · entry 1

Iskow Julie · CIK 0001776078 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 280,776

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.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 21:44 UTC
Klindt JillEVP, CFO & Treasurer
Tax withholdingClass A Common Stock 2,920 $94.11 $274,801.20
Disclosure

SEC source: 0001445305-24-000027 · wk-form4_1708465434.xml · nonDerivative · entry 3

Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,037

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

Read SEC document
February 15, 2024 Filed Feb 20, 2024 21:44 UTC
Klindt JillEVP, CFO & Treasurer
GrantClass A Common Stock 4,419 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000027 · wk-form4_1708465434.xml · nonDerivative · entry 2

Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,957

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.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 21:44 UTC
Klindt JillEVP, CFO & Treasurer
GrantClass A Common Stock 2,060 $0.00 $0.00
Disclosure

SEC source: 0001445305-24-000027 · wk-form4_1708465434.xml · nonDerivative · entry 1

Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,538

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.

Read SEC document
February 02, 2024 Filed Feb 5, 2024 17:25 UTC SaleClass A Common Stock 11,439 $93.62 $1,070,919.18
Disclosure

SEC source: 0001445305-24-000010 · wk-form4_1707171884.xml · nonDerivative · entry 3

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 62,453

F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 11, 2023 in accordance with Rule 10b5-1 of Securities Exchange Act of 1934, as amended. This Rule 10b5-1 plan provides for fixed sales of a total of up to 20,152 shares of Class A Common Stock through February 2024.

F5 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $93.49 to $94.31. 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
February 01, 2024 Filed Feb 5, 2024 22:05 UTC Tax withholdingClass A Common Stock 8,004 $95.37 $763,341.48
Disclosure

SEC source: 0001445305-24-000002 · wk-form4_1707170740.xml · nonDerivative · entry 1

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 373,202

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, 2024 Filed Feb 5, 2024 17:25 UTC Tax withholdingClass A Common Stock 8,713 $95.37 $830,958.81
Disclosure

SEC source: 0001445305-24-000010 · wk-form4_1707171884.xml · nonDerivative · entry 2

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 73,892

F3 · 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, 2024 Filed Feb 5, 2024 17:25 UTC GrantClass A Common Stock 23,502 $95.37 $2,241,385.74
Disclosure

SEC source: 0001445305-24-000010 · wk-form4_1707171884.xml · nonDerivative · entry 1

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 82,605

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
February 01, 2024 Filed Feb 5, 2024 22:19 UTC
Ziegler BrandonEVP, CLO, CAO & Corp Secretary
Tax withholdingClass A Common Stock 10,768 $95.37 $1,026,944.16
Disclosure

SEC source: 0001445305-24-000008 · wk-form4_1707171514.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,444

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
February 01, 2024 Filed Feb 5, 2024 22:19 UTC
Ziegler BrandonEVP, CLO, CAO & Corp Secretary
GrantClass A Common Stock 25,689 $95.37 $2,449,959.93
Disclosure

SEC source: 0001445305-24-000008 · wk-form4_1707171514.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,212

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
February 01, 2024 Filed Feb 5, 2024 22:09 UTC
Iskow JulieDirector · President & CEO
Tax withholdingClass A Common Stock 21,939 $95.37 $2,092,322.43
Disclosure

SEC source: 0001445305-24-000004 · wk-form4_1707170964.xml · nonDerivative · entry 2

Iskow Julie · CIK 0001776078 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 278,200

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
February 01, 2024 Filed Feb 5, 2024 22:09 UTC
Iskow JulieDirector · President & CEO
GrantClass A Common Stock 73,398 $95.37 $6,999,967.26
Disclosure

SEC source: 0001445305-24-000004 · wk-form4_1707170964.xml · nonDerivative · entry 1

Iskow Julie · CIK 0001776078 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 300,139

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
February 01, 2024 Filed Feb 5, 2024 22:30 UTC
Swain JunkoSVP, Chief Accounting Officer
GrantClass A Common Stock 5,243 $95.37 $500,024.91
Disclosure

SEC source: 0001445305-24-000012 · wk-form4_1707172209.xml · nonDerivative · entry 1

Swain Junko · CIK 0001990482 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,362

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

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

Read SEC document
February 01, 2024 Filed Feb 5, 2024 22:14 UTC
Klindt JillEVP, CFO & Treasurer
Tax withholdingClass A Common Stock 8,715 $95.37 $831,149.55
Disclosure

SEC source: 0001445305-24-000006 · wk-form4_1707171235.xml · nonDerivative · entry 2

Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,478

F3 · 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, 2024 Filed Feb 5, 2024 22:14 UTC
Klindt JillEVP, CFO & Treasurer
GrantClass A Common Stock 30,996 $95.37 $2,956,088.52
Disclosure

SEC source: 0001445305-24-000006 · wk-form4_1707171235.xml · nonDerivative · entry 1

Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,193

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
December 11, 2023 Filed Dec 13, 2023 21:11 UTC
Klindt JillEVP, CFO & Treasurer
SaleClass A Common Stock 2,931 $95.20 $279,031.20
Disclosure

SEC source: 0001445305-23-000174 · wk-form4_1702501909.xml · nonDerivative · entry 1

Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,197

Read SEC document
November 06, 2023 Filed Nov 7, 2023 21:23 UTC
Ziegler BrandonEVP, CLO, CAO & Corp Secretary
SaleClass A Common Stock 1,370 $88.50 $121,245.00
Disclosure

SEC source: 0001445305-23-000172 · wk-form4_1699392196.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,523

Read SEC document
November 03, 2023 Filed Nov 7, 2023 21:18 UTC SaleClass A Common Stock 1,500 $89.32 $133,980.00
Disclosure

SEC source: 0001445305-23-000170 · wk-form4_1699391919.xml · nonDerivative · entry 1

Herz Robert H · CIK 0001523753 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,651

Read SEC document
November 02, 2023 Filed Nov 6, 2023 16:12 UTC SaleClass A Common Stock 1,995 $85.27 $170,113.65
Disclosure

SEC source: 0001445305-23-000168 · wk-form4_1699305149.xml · nonDerivative · entry 1

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,103

Read SEC document
September 01, 2023 Filed Sep 6, 2023 20:29 UTC Tax withholdingClass A Common Stock 1,577 $110.38 $174,069.26
Disclosure

SEC source: 0001445305-23-000148 · wk-form4_1694032156.xml · nonDerivative · entry 1

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 381,206

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, 2023 Filed Sep 6, 2023 16:43 UTC Tax withholdingClass A Common Stock 1,389 $110.38 $153,317.82
Disclosure

SEC source: 0001445305-23-000154 · wk-form4_1694032975.xml · nonDerivative · entry 1

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,098

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, 2023 Filed Sep 6, 2023 20:25 UTC
Ziegler BrandonEVP, CLO, CAO & Corp Secretary
Tax withholdingClass A Common Stock 1,430 $110.38 $157,843.40
Disclosure

SEC source: 0001445305-23-000146 · wk-form4_1694031897.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,893

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, 2023 Filed Sep 6, 2023 20:39 UTC
Iskow JulieDirector · President & CEO
Tax withholdingClass A Common Stock 2,120 $110.38 $234,005.60
Disclosure

SEC source: 0001445305-23-000152 · wk-form4_1694032759.xml · nonDerivative · entry 1

Iskow Julie · CIK 0001776078 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 226,741

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, 2023 Filed Sep 6, 2023 20:45 UTC
Swain JunkoSVP, Chief Accounting Officer
GrantClass A Common Stock 18,119 Not disclosed Not disclosed
Disclosure

SEC source: 0001445305-23-000156 · wk-form4_1694033136.xml · nonDerivative · entry 1

Swain Junko · CIK 0001990482 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,119

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

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

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

Read SEC document
September 01, 2023 Filed Sep 6, 2023 20:34 UTC
Klindt JillEVP, CFO & Treasurer
Tax withholdingClass A Common Stock 1,271 $110.38 $140,292.98
Disclosure

SEC source: 0001445305-23-000150 · wk-form4_1694032461.xml · nonDerivative · entry 1

Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,128

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 01, 2023 Filed Aug 2, 2023 16:21 UTC Tax withholdingClass A Common Stock 574 $106.06 $60,878.44
Disclosure

SEC source: 0001445305-23-000128 · wk-form4_1691007673.xml · nonDerivative · entry 1

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,487

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
June 12, 2023 Filed Jun 14, 2023 20:13 UTC SaleClass A Common Stock 3,500 $100.46 $351,610.00
Disclosure

SEC source: 0001445305-23-000121 · wk-form4_1686773623.xml · nonDerivative · entry 1

CROW MICHAEL M · CIK 0001244046 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By family trust

Disclosed balance after: 11,443

Read SEC document
May 30, 2023 Filed Jun 1, 2023 20:32 UTC GrantClass A Common Stock 2,217 Not disclosed Not disclosed
Disclosure

SEC source: 0001445305-23-000111 · wk-form4_1685651549.xml · nonDerivative · entry 1

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 382,783

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, 2023 Filed Jun 1, 2023 20:43 UTC GrantClass A Common Stock 2,217 Not disclosed Not disclosed
Disclosure

SEC source: 0001445305-23-000119 · wk-form4_1685652209.xml · nonDerivative · entry 1

RADIA SUKU V. · CIK 0001196027 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,106

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, 2023 Filed Jun 1, 2023 20:41 UTC GrantClass A Common Stock 2,217 Not disclosed Not disclosed
Disclosure

SEC source: 0001445305-23-000117 · wk-form4_1685652068.xml · nonDerivative · entry 1

MULCAHY DAVID S. · CIK 0001260541 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 241,308

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, 2023 Filed Jun 1, 2023 20:37 UTC GrantClass A Common Stock 2,217 Not disclosed Not disclosed
Disclosure

SEC source: 0001445305-23-000115 · wk-form4_1685651838.xml · nonDerivative · entry 1

Herz Robert H · CIK 0001523753 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,151

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, 2023 Filed Jun 1, 2023 20:35 UTC GrantClass A Common Stock 2,217 Not disclosed Not disclosed
Disclosure

SEC source: 0001445305-23-000113 · wk-form4_1685651696.xml · nonDerivative · entry 1

CROW MICHAEL M · CIK 0001244046 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,072

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, 2023 Filed Jun 1, 2023 20:28 UTC GrantClass A Common Stock 2,217 Not disclosed Not disclosed
Disclosure

SEC source: 0001445305-23-000109 · wk-form4_1685651303.xml · nonDerivative · entry 1

Bonner Brigid A. · CIK 0001359852 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,771

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 22, 2023 Filed May 23, 2023 16:18 UTC SaleClass A Common Stock 3,511 $94.70 $332,491.70
Disclosure

SEC source: 0001445305-23-000103 · wk-form4_1684873118.xml · nonDerivative · entry 1

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,061

Read SEC document
May 01, 2023 Filed May 3, 2023 16:17 UTC Tax withholdingClass A Common Stock 3,454 $93.75 $323,812.50
Disclosure

SEC source: 0001445305-23-000100 · wk-form4_1683145014.xml · nonDerivative · entry 1

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,572

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 01, 2023 Filed Apr 4, 2023 20:36 UTC
Ziegler BrandonEVP, CLO, CAO & Secretary · Secretary
Tax withholdingClass A Common Stock 8,255 $102.41 $845,394.55
Disclosure

SEC source: 0001445305-23-000073 · wk-form4_1680640556.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,323

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 01, 2023 Filed Apr 4, 2023 20:26 UTC
Iskow JulieDirector · President & CEO
GrantClass A Common Stock 42,138 $100.86 $4,250,038.68
Disclosure

SEC source: 0001445305-23-000071 · wk-form4_1680639976.xml · nonDerivative · entry 1

Iskow Julie · CIK 0001776078 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 228,861

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 08, 2023 Filed Mar 9, 2023 21:25 UTC
Klindt JillEVP, CFO, CAO & Treasurer
SaleClass A Common Stock 15,000 $90.20 $1,353,000.00
Disclosure

SEC source: 0001445305-23-000067 · wf-form4_167839714217915.xml · nonDerivative · entry 1

Klindt Jill · CIK 0001626102 · EVP, CFO, CAO & Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,399

F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $89.72 to $90.74. 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
March 03, 2023 Filed Mar 7, 2023 21:19 UTC SaleClass A Common Stock 4,000 $90.20 $360,800.00
Disclosure

SEC source: 0001445305-23-000065 · wf-form4_167822397513646.xml · nonDerivative · entry 1

CROW MICHAEL M · CIK 0001244046 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By family trust

Disclosed balance after: 14,943

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March 01, 2023 Filed Mar 2, 2023 21:23 UTC
Ziegler BrandonEVP, CLO, CAO & Secretary · Secretary
Tax withholdingClass A Common Stock 786 $89.00 $69,954.00
Disclosure

SEC source: 0001445305-23-000059 · wf-form4_167779218303123.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 96,578

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

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March 01, 2023 Filed Mar 2, 2023 21:28 UTC
Iskow JulieDirector · President & COO
Tax withholdingClass A Common Stock 1,872 $89.00 $166,608.00
Disclosure

SEC source: 0001445305-23-000063 · wf-form4_167779249275055.xml · nonDerivative · entry 1

Iskow Julie · CIK 0001776078 · Director · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 186,723

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

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March 01, 2023 Filed Mar 2, 2023 21:26 UTC
Klindt JillSVP, CFO, CAO & Treasurer
Tax withholdingClass A Common Stock 3,778 $89.00 $336,242.00
Disclosure

SEC source: 0001445305-23-000061 · wf-form4_167779234628491.xml · nonDerivative · entry 1

Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,399

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

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February 27, 2023 Filed Feb 28, 2023 21:24 UTC
Ziegler BrandonEVP, CLO, CAO & Secretary · Secretary
SaleClass A Common Stock 10,818 $87.67 $948,414.06
Disclosure

SEC source: 0001445305-23-000057 · wf-form4_167761945358027.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 97,364

F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $87.34 to $88.07. 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.

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February 24, 2023 Filed Feb 28, 2023 16:19 UTC SaleClass A Common Stock 8,431 $86.28 $727,426.68
Disclosure

SEC source: 0001445305-23-000055 · wf-form4_167761915651080.xml · nonDerivative · entry 1

Hawkins Michael D. · CIK 0001877955 · EVP, Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,026

F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $85.50 to $86.85. 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.

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February 17, 2023 Filed Feb 21, 2023 21:39 UTC
VANDERPLOEG MARTIN J.Director · CEO
Tax withholdingClass A Common Stock 1,368 $88.24 $120,712.32
Disclosure

SEC source: 0001445305-23-000047 · wf-form4_167701550666087.xml · nonDerivative · entry 4

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 380,566

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 17, 2023 Filed Feb 21, 2023 21:39 UTC
VANDERPLOEG MARTIN J.Director · CEO
GrantClass A Common Stock 3,307 $0.00 $0.00
Disclosure

SEC source: 0001445305-23-000047 · wf-form4_167701550666087.xml · nonDerivative · entry 3

VANDERPLOEG MARTIN J. · CIK 0001014008 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 381,934

F2 · shares: Represents issued shares of 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 76% of the target for the 2022 calendar year. 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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.