Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WORKIVA INCWK · Entity 589 | Chief Customer Officer | September 01, 2022 | September 06, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WORKIVA INC
Report date September 01, 2022 · Filed September 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 160,551 |
Reported balance
After 2022-09-01 transaction · row 1
1 source rowRow 1 · 2022-09-01 · Tax withholding · Disposed 1,102 · Balance 160,551 F1: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 25, 2019 Filed Feb 27, 2019 21:15 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionClass A Common Stock | 15,000 | $14.07 | $211,050.00 |
DisclosureSEC source: 0001445305-19-000039 · wf-form4_155130211422080.xml · nonDerivative · entry 2 Banarjee Mithun · CIK 0001701596 · EVP and Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,169 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:15 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionClass A Common Stock | 9,900 | $2.53 | $25,047.00 |
DisclosureSEC source: 0001445305-19-000039 · wf-form4_155130211422080.xml · nonDerivative · entry 1 Banarjee Mithun · CIK 0001701596 · EVP and Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,169 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:18 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 369 | $41.86 | $15,446.34 |
DisclosureSEC source: 0001445305-19-000023 · wf-form4_154940148697131.xml · nonDerivative · entry 2 Banarjee Mithun · CIK 0001701596 · EVP and Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,269 F3 · kind: Shares delivered to the issuer for the payment of witholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:18 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 26,278 | $41.86 | $1,099,997.08 |
DisclosureSEC source: 0001445305-19-000023 · wf-form4_154940148697131.xml · nonDerivative · entry 1 Banarjee Mithun · CIK 0001701596 · EVP and Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,638 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, 2018 Filed Feb 5, 2018 21:32 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 89,888 | $22.25 | $2,000,008.00 |
DisclosureSEC source: 0001445305-18-000027 · wf-form4_151786631018452.xml · nonDerivative · entry 2 Banarjee Mithun · CIK 0001701596 · EVP, Global Client Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,360 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F3 · shares: Vests in a single installment on the third anniversary of the grant date. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:32 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 22,472 | $22.25 | $500,002.00 |
DisclosureSEC source: 0001445305-18-000027 · wf-form4_151786631018452.xml · nonDerivative · entry 1 Banarjee Mithun · CIK 0001701596 · EVP, Global Client Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,472 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.