Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Workday, Inc.WDAY · Entity 1785 | 10% owner | October 09, 2026 | October 13, 2026 |
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.
Workday, Inc.
Report date October 09, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 105,049 |
Last balance in matching sequence
After 2026-10-09 transaction · row 7
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
7 source rowsRow 1 · 2026-10-09 · Conversion · Acquired 99,835 · Balance 204,884 F1: The reported shares are held by the David A. Duffield Trust dated July 14, 1988, a revocable living trust, of which the Reporting Person is trustee and sole beneficiary. Row 2 · 2026-10-09 · Sale · Disposed 46,607 · Balance 158,277 F2: This sale was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the David A. Duffield Trust dated December 2, 2025. F3: The price reported is a weighted average price. These shares were sold in multiple transactions at prices within the range of $185.695 to $186.6949, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F1: The reported shares are held by the David A. Duffield Trust dated July 14, 1988, a revocable living trust, of which the Reporting Person is trustee and sole beneficiary. Row 3 · 2026-10-09 · Sale · Disposed 14,294 · Balance 143,983 F2: This sale was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the David A. Duffield Trust dated December 2, 2025. F4: The price reported is a weighted average price. These shares were sold in multiple transactions at prices within the range of $186.70 to $187.6999, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F1: The reported shares are held by the David A. Duffield Trust dated July 14, 1988, a revocable living trust, of which the Reporting Person is trustee and sole beneficiary. Row 4 · 2026-10-09 · Sale · Disposed 14,228 · Balance 129,755 F2: This sale was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the David A. Duffield Trust dated December 2, 2025. F5: The price reported is a weighted average price. These shares were sold in multiple transactions at prices within the range of $187.70 to $188.6999, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F1: The reported shares are held by the David A. Duffield Trust dated July 14, 1988, a revocable living trust, of which the Reporting Person is trustee and sole beneficiary. Row 5 · 2026-10-09 · Sale · Disposed 12,732 · Balance 117,023 F2: This sale was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the David A. Duffield Trust dated December 2, 2025. F6: The price reported is a weighted average price. These shares were sold in multiple transactions at prices within the range of $188.70 to $189.6999, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F1: The reported shares are held by the David A. Duffield Trust dated July 14, 1988, a revocable living trust, of which the Reporting Person is trustee and sole beneficiary. Row 6 · 2026-10-09 · Sale · Disposed 10,472 · Balance 106,551 F2: This sale was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the David A. Duffield Trust dated December 2, 2025. F7: The price reported is a weighted average price. These shares were sold in multiple transactions at prices within the range of $189.70 to $190.6999, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F1: The reported shares are held by the David A. Duffield Trust dated July 14, 1988, a revocable living trust, of which the Reporting Person is trustee and sole beneficiary. Row 7 · 2026-10-09 · Sale · Disposed 1,502 · Balance 105,049 F2: This sale was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the David A. Duffield Trust dated December 2, 2025. F8: The price reported is a weighted average price. These shares were sold in multiple transactions at prices within the range of $190.70 to $191.6999, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F1: The reported shares are held by the David A. Duffield Trust dated July 14, 1988, a revocable living trust, of which the Reporting Person is trustee and sole beneficiary. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 35,480,751 |
Reported balance
After 2026-10-09 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-10-09 · Conversion · Disposed 99,835 · Balance 35,480,751 F9: All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock, (b) the date when the number of outstanding shares of Class B Common Stock represents less than 9% of all outstanding shares of Class A and Class B Common Stock, (c) October 11, 2032 or (d) nine months after the death of the later to die of David A. Duffield and Aneel Bhusri. The shares of Class A and Class B Common Stock have no expiration date. F10: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect as of the date hereof. The shares of Class B Common Stock have no expiration date. F1: The reported shares are held by the David A. Duffield Trust dated July 14, 1988, a revocable living trust, of which the Reporting Person is trustee and sole beneficiary. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are held by the David A. Duffield Trust dated July 14, 1988, a revocable living trust, of which the Reporting Person is trustee and sole beneficiary.
F2: This sale was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the David A. Duffield Trust dated December 2, 2025.
F3: The price reported is a weighted average price. These shares were sold in multiple transactions at prices within the range of $185.695 to $186.6949, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4.
F4: The price reported is a weighted average price. These shares were sold in multiple transactions at prices within the range of $186.70 to $187.6999, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4.
F5: The price reported is a weighted average price. These shares were sold in multiple transactions at prices within the range of $187.70 to $188.6999, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4.
F6: The price reported is a weighted average price. These shares were sold in multiple transactions at prices within the range of $188.70 to $189.6999, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4.
F7: The price reported is a weighted average price. These shares were sold in multiple transactions at prices within the range of $189.70 to $190.6999, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4.
F8: The price reported is a weighted average price. These shares were sold in multiple transactions at prices within the range of $190.70 to $191.6999, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4.
F9: All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock, (b) the date when the number of outstanding shares of Class B Common Stock represents less than 9% of all outstanding shares of Class A and Class B Common Stock, (c) October 11, 2032 or (d) nine months after the death of the later to die of David A. Duffield and Aneel Bhusri. The shares of Class A and Class B Common Stock have no expiration date.
F10: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect as of the date hereof. The shares of Class B Common Stock have no expiration date.
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 |
|---|---|---|---|---|---|---|
| September 16, 2016 Filed Sep 19, 2016 23:26 UTC | Workday, Inc. WDAY · Entity 1785 | SaleClass A Common Stock | 111,027 | $88.52 | $9,827,688.14 |
DisclosureSEC source: 0001209191-16-142078 · doc4.xml · nonDerivative · entry 5 DUFFIELD DAVID A · CIK 0000938071 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Dave & Cheryl Duffield Foundation Disclosed balance after: 353,750 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Dave & Cheryl Duffield Foundation on January 11, 2016. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.9900 to $88.9899, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 23:26 UTC | Workday, Inc. WDAY · Entity 1785 | SaleClass A Common Stock | 3,415 | $87.45 | $298,628.09 |
DisclosureSEC source: 0001209191-16-142078 · doc4.xml · nonDerivative · entry 4 DUFFIELD DAVID A · CIK 0000938071 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Dave & Cheryl Duffield Foundation Disclosed balance after: 464,777 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Dave & Cheryl Duffield Foundation on January 11, 2016. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.9900 to $87.9899, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 23:26 UTC | Workday, Inc. WDAY · Entity 1785 | SaleClass A Common Stock | 65,937 | $88.66 | $5,846,264.54 |
DisclosureSEC source: 0001209191-16-142078 · doc4.xml · nonDerivative · entry 3 DUFFIELD DAVID A · CIK 0000938071 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Dave & Cheryl Duffield Foundation Disclosed balance after: 468,192 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Dave & Cheryl Duffield Foundation on January 11, 2016. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.5700 to $89.5699, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 23:26 UTC | Workday, Inc. WDAY · Entity 1785 | SaleClass A Common Stock | 123,293 | $88.15 | $10,868,882.09 |
DisclosureSEC source: 0001209191-16-142078 · doc4.xml · nonDerivative · entry 2 DUFFIELD DAVID A · CIK 0000938071 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Dave & Cheryl Duffield Foundation Disclosed balance after: 534,129 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Dave & Cheryl Duffield Foundation on January 11, 2016. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.5700 to $88.5699, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 23:26 UTC | Workday, Inc. WDAY · Entity 1785 | SaleClass A Common Stock | 46,078 | $87.15 | $4,015,591.72 |
DisclosureSEC source: 0001209191-16-142078 · doc4.xml · nonDerivative · entry 1 DUFFIELD DAVID A · CIK 0000938071 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Dave & Cheryl Duffield Foundation Disclosed balance after: 657,422 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Dave & Cheryl Duffield Foundation on January 11, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.5700 to $87.5699, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 23:25 UTC | Workday, Inc. WDAY · Entity 1785 | ConversionClass B Common Stock · Derivative | 187,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140663 · doc4.xml · derivative · entry 4 DUFFIELD DAVID A · CIK 0000938071 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,282,472 Underlying: Class A Common Stock · 187,500 shares Expires not disclosed 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. F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect as of the date hereof. The shares of Class B Common Stock have no expiration date. F6 · derivative.exercise_price: All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock, (b) the date when the number of outstanding shares of Class B Common Stock represents less than 9% of all outstanding shares of Class A and Class B Common Stock, (c) October 11, 2032 or (d) nine (9) months after the death of the later to die of David A. Duffield and Aneel Bhusri. The shares of Class A and Class B Common Stock have no expiration date. F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect as of the date hereof. The shares of Class B Common Stock have no expiration date. F6 · derivative.exercise_date: All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock, (b) the date when the number of outstanding shares of Class B Common Stock represents less than 9% of all outstanding shares of Class A and Class B Common Stock, (c) October 11, 2032 or (d) nine (9) months after the death of the later to die of David A. Duffield and Aneel Bhusri. The shares of Class A and Class B Common Stock have no expiration date. F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect as of the date hereof. The shares of Class B Common Stock have no expiration date. F6 · derivative.expiration_date: All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock, (b) the date when the number of outstanding shares of Class B Common Stock represents less than 9% of all outstanding shares of Class A and Class B Common Stock, (c) October 11, 2032 or (d) nine (9) months after the death of the later to die of David A. Duffield and Aneel Bhusri. The shares of Class A and Class B Common Stock have no expiration date. F7 · ownership.direct: The reported shares are held by the David A. Duffield Trust dated July 14, 1988, a revocable living trust, of which the Reporting Person is trustee and sole beneficiary. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 23:25 UTC | Workday, Inc. WDAY · Entity 1785 | SaleClass A Common Stock | 187,500 | $90.02 | $16,878,243.75 |
DisclosureSEC source: 0001209191-16-140663 · doc4.xml · nonDerivative · entry 2 DUFFIELD DAVID A · CIK 0000938071 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,974 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the David A. Duffield Trust on January 11, 2016. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.0000 to $90.9999, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F1 · balance_after: Includes 113,727 RSUs that entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, which will take place within 30 days of vesting, from original grants consisting of i) 59,628 RSUs with a grant date of 8/30/2013 which vested or will vest in quarterly installments beginning 11/15/2015, ii) 46,492 RSUs with a grant date of 4/15/2014 which vested or will vest in eight quarterly installments beginning 7/15/2016, iii) 46,492 RSUs with a grant date of 4/15/15 which vested or will vest quarterly over four years with a one year cliff which began on 4/15/2016, and iv) 11,268 RSUs with a grant date of 4/15/2016 which vested or will vest quarterly over four years with a one year cliff which will begin 4/15/2017. All grants are subject to the Reporting Person's continued employment with Workday on the applicable vesting date. F2 · ownership.direct: Reported shares are held by the David A. Duffield Trust dated July 14, 1988, a revocable living trust, of which the Reporting Person is trustee and sole beneficiary, other than 113,727 RSUs described in Footnote 1. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 23:25 UTC | Workday, Inc. WDAY · Entity 1785 | ConversionClass A Common Stock | 187,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140663 · doc4.xml · nonDerivative · entry 1 DUFFIELD DAVID A · CIK 0000938071 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,474 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. F1 · balance_after: Includes 113,727 RSUs that entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, which will take place within 30 days of vesting, from original grants consisting of i) 59,628 RSUs with a grant date of 8/30/2013 which vested or will vest in quarterly installments beginning 11/15/2015, ii) 46,492 RSUs with a grant date of 4/15/2014 which vested or will vest in eight quarterly installments beginning 7/15/2016, iii) 46,492 RSUs with a grant date of 4/15/15 which vested or will vest quarterly over four years with a one year cliff which began on 4/15/2016, and iv) 11,268 RSUs with a grant date of 4/15/2016 which vested or will vest quarterly over four years with a one year cliff which will begin 4/15/2017. All grants are subject to the Reporting Person's continued employment with Workday on the applicable vesting date. F2 · ownership.direct: Reported shares are held by the David A. Duffield Trust dated July 14, 1988, a revocable living trust, of which the Reporting Person is trustee and sole beneficiary, other than 113,727 RSUs described in Footnote 1. 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.