Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Braze, Inc.BRZE · Entity 4102 | Chief Business Officer | August 19, 2026 | August 21, 2026 |
| WORKIVA INCWK · Entity 589 | Director | June 01, 2026 | June 03, 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.
Braze, Inc.
Report date August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 326,233 |
Last balance in matching sequence
After 2026-08-19 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2026-08-19 · Sale · Disposed 7,794 · Balance 334,163 F1: Shares were sold pursuant to a Rule 10b5-1 trading plan adopted on April 15, 2026. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.73 to $29.22 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 set forth in this footnote. F3: Of the reported shares, 281,307 shares are represented by restricted stock units and performance-based restricted stock units. Row 2 · 2026-08-19 · Sale · Disposed 7,530 · Balance 326,633 F1: Shares were sold pursuant to a Rule 10b5-1 trading plan adopted on April 15, 2026. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.73 to $30.72 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 set forth in this footnote. F3: Of the reported shares, 281,307 shares are represented by restricted stock units and performance-based restricted stock units. Row 3 · 2026-08-19 · Sale · Disposed 400 · Balance 326,233 F1: Shares were sold pursuant to a Rule 10b5-1 trading plan adopted on April 15, 2026. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.73 to $30.79 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 set forth in this footnote. F3: Of the reported shares, 281,307 shares are represented by restricted stock units and performance-based restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were sold pursuant to a Rule 10b5-1 trading plan adopted on April 15, 2026.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.73 to $29.22 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 set forth in this footnote.
F3: Of the reported shares, 281,307 shares are represented by restricted stock units and performance-based restricted stock units.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.73 to $30.72 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 set forth in this footnote.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.73 to $30.79 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 set forth in this footnote.
WORKIVA INC
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,288 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 4,070 · Balance 7,288 F1: Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| August 19, 2026 Filed Aug 21, 2026 21:04 UTC | Braze, Inc. BRZE · Entity 4102 | SaleClass A Common Stock | 400 | $30.75 | $12,300.00 |
DisclosureSEC source: 0002060697-26-000016 · wk-form4_1787346261.xml · nonDerivative · entry 3 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 326,233 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan adopted on April 15, 2026. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.73 to $30.79 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 set forth in this footnote. F3 · balance_after: Of the reported shares, 281,307 shares are represented by restricted stock units and performance-based restricted stock units. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 21:04 UTC | Braze, Inc. BRZE · Entity 4102 | SaleClass A Common Stock | 7,530 | $30.36 | $228,610.80 |
DisclosureSEC source: 0002060697-26-000016 · wk-form4_1787346261.xml · nonDerivative · entry 2 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 326,633 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan adopted on April 15, 2026. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.73 to $30.72 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 set forth in this footnote. F3 · balance_after: Of the reported shares, 281,307 shares are represented by restricted stock units and performance-based restricted stock units. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 21:04 UTC | Braze, Inc. BRZE · Entity 4102 | SaleClass A Common Stock | 7,794 | $28.74 | $223,999.56 |
DisclosureSEC source: 0002060697-26-000016 · wk-form4_1787346261.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 334,163 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan adopted on April 15, 2026. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.73 to $29.22 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 set forth in this footnote. F3 · balance_after: Of the reported shares, 281,307 shares are represented by restricted stock units and performance-based restricted stock units. Read SEC document |
| August 17, 2026 Filed Aug 19, 2026 20:13 UTC | Braze, Inc. BRZE · Entity 4102 | Tax withholdingClass A Common Stock | 21,277 | $28.93 | $615,543.61 |
DisclosureSEC source: 0002060697-26-000014 · wk-form4_1787170394.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 341,957 F1 · shares: Represents shares withheld to satisfy the reporting person's tax withholding obligations upon vesting and settlement of the underlying equity awards. F2 · balance_after: Of the reported shares, 281,307 shares are represented by restricted stock units and performance-based restricted stock units. Read SEC document |
| August 10, 2026 Filed Aug 12, 2026 21:25 UTC | Braze, Inc. BRZE · Entity 4102 | SaleClass A Common Stock | 33,656 | $27.65 | $930,588.40 |
DisclosureSEC source: 0002060697-26-000012 · wk-form4_1786569939.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 278,138 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan adopted on April 15, 2026. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.60 to $27.83 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 set forth in this footnote. F3 · balance_after: Of the reported shares, 272,742 shares are represented by restricted stock units and performance-based. Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 21:29 UTC | Braze, Inc. BRZE · Entity 4102 | SaleClass A Common Stock | 1,207 | $26.89 | $32,456.23 |
DisclosureSEC source: 0002060697-26-000010 · wk-form4_1784237387.xml · nonDerivative · entry 2 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 311,794 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan adopted on October 15, 2025. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.85 to $27.00, inclusive. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within this range. F3 · balance_after: Of the reported shares, 272,742 shares are represented by restricted stock units and performance-based Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 21:29 UTC | Braze, Inc. BRZE · Entity 4102 | SaleClass A Common Stock | 50,233 | $26.38 | $1,325,146.54 |
DisclosureSEC source: 0002060697-26-000010 · wk-form4_1784237387.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 313,001 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan adopted on October 15, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.85 to $26.84, inclusive. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within this range. F3 · balance_after: Of the reported shares, 272,742 shares are represented by restricted stock units and performance-based Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:41 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 4,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002060697-26-000008 · wk-form4_1780519259.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,288 F1 · kind: Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan. F1 · price: Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:38 UTC | Braze, Inc. BRZE · Entity 4102 | Tax withholdingClass A Common Stock | 30,263 | $20.87 | $631,588.81 |
DisclosureSEC source: 0002060697-26-000006 · wk-form4_1779223092.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363,234 F1 · shares: Represents shares withheld to satisfy the reporting person's tax withholding obligations upon vesting and settlement of the underlying equity awards. F2 · balance_after: Of the reported shares, 272,742 shares are represented by restricted stock units and performance-based restricted stock units. Read SEC document |
| March 18, 2026 Filed Mar 20, 2026 22:32 UTC | Braze, Inc. BRZE · Entity 4102 | GrantClass A Common Stock | 117,548 | $0.00 | $0.00 |
DisclosureSEC source: 0002060697-26-000004 · wk-form4_1774045970.xml · nonDerivative · entry 2 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 393,497 F3 · shares: These shares represent a restricted stock unit ("RSU") award, which shall vest in 12 equal quarterly installments with the first vesting date being May 15, 2026. The vesting of the RSUs are subject to the Reporting Person's continuous service through such vesting date and a two-year-post-vest holding requirement. F2 · balance_after: Of the reported shares, 332,215 shares are represented by restricted stock units and PSUs. Read SEC document |
| March 18, 2026 Filed Mar 20, 2026 22:32 UTC | Braze, Inc. BRZE · Entity 4102 | GrantClass A Common Stock | 70,660 | $0.00 | $0.00 |
DisclosureSEC source: 0002060697-26-000004 · wk-form4_1774045970.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,949 F1 · shares: Shares represent a performance-based restricted stock unit ("PSU") award earned based on the achievement of pre-established performance goals. The Compensation Committee certified the performance conditions were achieved on March 18, 2026. One-third of the PSUs will vest on May 15, 2026. The remaining two-thirds will then vest in eight equal quarterly installments over the following two years. The vesting of the PSUs are subject to the Reporting Person's continuous service through such vesting date. F2 · balance_after: Of the reported shares, 332,215 shares are represented by restricted stock units and PSUs. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:33 UTC | Braze, Inc. BRZE · Entity 4102 | SaleClass A Common Stock | 14,049 | $16.93 | $237,849.57 |
DisclosureSEC source: 0002060697-26-000002 · wk-form4_1771623184.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 205,289 F1 · kind: This transaction was effected in accordance with a non-discretionary sell-to-cover program implemented by the Issuer, effective November 16, 2021, to satisfy tax withholding obligations arising in connection with the vesting of the Reporting Person's restricted stock units. F2 · balance_after: Of the reported shares, 144,007 shares are represented by restricted stock units. Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 22:44 UTC | Braze, Inc. BRZE · Entity 4102 | SaleClass A Common Stock | 14,322 | $26.64 | $381,538.08 |
DisclosureSEC source: 0002060697-25-000004 · wk-form4_1763678652.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 219,338 F1 · kind: This transaction was effected in accordance with a non-discretionary sell-to-cover program implemented by the Issuer, effective November 16, 2021, to satisfy tax withholding obligations arising in connection with the vesting of the Reporting Person's restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.64 to $26.83 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 set forth in this footnote. F3 · balance_after: Of the reported shares, 170,136 shares are represented by restricted stock units. Read SEC document |
| September 05, 2025 Filed Sep 9, 2025 20:52 UTC | Braze, Inc. BRZE · Entity 4102 | SaleClass A Common Stock | 3,270 | $32.51 | $106,307.70 |
DisclosureSEC source: 0001676238-25-000139 · wk-form4_1757451118.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 233,660 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan adopted on April 14, 2025. F2 · balance_after: Of the reported shares, 196,263 shares are represented by restricted stock units. Read SEC document |
| August 19, 2025 Filed Aug 21, 2025 21:03 UTC | Braze, Inc. BRZE · Entity 4102 | SaleClass A Common Stock | 13,049 | $25.94 | $338,491.06 |
DisclosureSEC source: 0001676238-25-000121 · wk-form4_1755810177.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 236,930 F1 · kind: This transaction was effected in accordance with a non-discretionary sell-to-cover program implemented by the Issuer, effective November 16 ,2021, to satisfy tax withholding obligations arising in connection with the vesting of the Reporting Person's restricted stock units. F2 · balance_after: Of the reported shares, 196,263 shares are represented by restricted stock units. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 21:03 UTC | Braze, Inc. BRZE · Entity 4102 | SaleClass A Common Stock | 9,001 | $30.01 | $270,120.01 |
DisclosureSEC source: 0001676238-25-000109 · wk-form4_1753909420.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 249,979 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan adopted on April 14, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.06 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 set forth in this footnote. F3 · balance_after: Of the reported shares, 222,391 shares are represented by restricted stock units. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 23:19 UTC | Braze, Inc. BRZE · Entity 4102 | GrantClass A Common Stock | 585 | $24.89 | $14,560.65 |
DisclosureSEC source: 0001676238-25-000085 · wk-form4_1750288771.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,980 F1 · kind: The Reporting Person is voluntarily reporting the acquisition of shares of the Issuer's Class A common stock pursuant to the Issuer's 2021 Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of January 16, 2025 through June 16, 2025. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the terms of the ESPP, the price in Column 4 represents 85% of the fair market value of the Issuer's Class A common stock on the purchase date. F3 · balance_after: Of the reported shares, 222,391 shares are represented by restricted stock units. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 20:49 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 3,218 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-25-000114 · wk-form4_1748897392.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,218 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 19, 2025 Filed May 21, 2025 22:22 UTC | Braze, Inc. BRZE · Entity 4102 | SaleClass A Common Stock | 13,460 | $35.88 | $482,944.80 |
DisclosureSEC source: 0001676238-25-000068 · wk-form4_1747866147.xml · nonDerivative · entry 1 Malik Astha · CIK 0002060697 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 258,395 F1 · kind: This transaction was effected in accordance with a non-discretionary sell-to-cover program implemented by the Issuer, effective November 16, 2021, to satisfy tax withholding obligations arising in connection with the vesting of the Reporting Person's restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.77 to $35.88 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 set forth in this footnote. F3 · balance_after: Of the reported shares, 222,391 shares are represented by restricted stock units. 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.