Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Concentra Group Holdings Parent, Inc.CON · Entity 4001 | Director | November 04, 2025 | November 06, 2025 |
| WORKIVA INCWK · Entity 589 | Director | May 30, 2024 | June 03, 2024 |
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.
Concentra Group Holdings Parent, Inc.
Report date November 04, 2025 · Filed November 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,496 |
Ending reported balance
After 2025-11-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-11-04 · Grant · Acquired 7,748 · Balance 7,748 F1: Grant of restricted stock which will vest in equal annual installments over five years. Row 2 · 2025-11-04 · Grant · Acquired 7,748 · Balance 15,496 F2: Grant of restricted stock which, subject to certain exceptions, will vest in full on November 4, 2026, the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock which will vest in equal annual installments over five years.
F2: Grant of restricted stock which, subject to certain exceptions, will vest in full on November 4, 2026, the first anniversary of the grant date.
WORKIVA INC
Report date May 30, 2024 · Filed June 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 21,588 |
Reported balance
After 2024-05-30 transaction · row 1
1 source rowRow 1 · 2024-05-30 · Grant · Acquired 2,817 · Balance 21,588 F1: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units pursuant to the 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 |
|---|---|---|---|---|---|---|
| November 04, 2025 Filed Nov 6, 2025 22:19 UTC | Concentra Group Holdings Parent, Inc. CON · Entity 4001 | GrantCommon Stock | 7,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-107869 · tm2530505-1_4seq1.xml · nonDerivative · entry 2 Bonner Brigid A. · CIK 0001359852 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,496 F2 · kind: Grant of restricted stock which, subject to certain exceptions, will vest in full on November 4, 2026, the first anniversary of the grant date. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 22:19 UTC | Concentra Group Holdings Parent, Inc. CON · Entity 4001 | GrantCommon Stock | 7,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-107869 · tm2530505-1_4seq1.xml · nonDerivative · entry 1 Bonner Brigid A. · CIK 0001359852 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,748 F1 · kind: Grant of restricted stock which will vest in equal annual installments over five years. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 20:29 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 2,817 | Not disclosed | Not disclosed |
DisclosureSEC 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 30, 2023 Filed Jun 1, 2023 20:28 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 2,217 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
| November 28, 2022 Filed Nov 30, 2022 21:13 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 2,800 | $77.21 | $216,188.00 |
DisclosureSEC source: 0001445305-22-000143 · wf-form4_166984277074234.xml · nonDerivative · entry 1 Bonner Brigid A. · CIK 0001359852 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,554 Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:36 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 2,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-22-000096 · wf-form4_165428857044218.xml · nonDerivative · entry 1 Bonner Brigid A. · CIK 0001359852 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,354 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 |
| June 03, 2021 Filed Jun 7, 2021 20:28 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 2,041 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-21-000086 · wf-form4_162309769084331.xml · nonDerivative · entry 1 Bonner Brigid A. · CIK 0001359852 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,429 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, 2020 Filed May 21, 2020 20:22 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 4,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-20-000077 · wf-form4_159009251808582.xml · nonDerivative · entry 1 Bonner Brigid A. · CIK 0001359852 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,388 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 |
| June 11, 2019 Filed Jun 13, 2019 20:17 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 3,386 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-19-000084 · wf-form4_156045703191819.xml · nonDerivative · entry 1 Bonner Brigid A · CIK 0001359852 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,812 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 |
| June 05, 2019 Filed Jun 7, 2019 20:15 UTC | WORKIVA INC WK · Entity 589 | PurchaseClass A Common Stock | 500 | $53.00 | $26,500.00 |
DisclosureSEC source: 0001445305-19-000068 · wf-form4_155993850507631.xml · nonDerivative · entry 1 Bonner Brigid A · CIK 0001359852 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,426 Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 20:23 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 5,926 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001445305-18-000124 · wf-form4_154110376740113.xml · nonDerivative · entry 1 Bonner Brigid A · CIK 0001359852 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,926 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F2 · shares: Vests in a single installment 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.