Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WORKIVA INCWK · Entity 589 | EVP, CFO & Treasurer | May 23, 2025 | May 27, 2025 |
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 May 23, 2025 · Filed May 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 107,581 |
Reported balance
After 2025-05-23 transaction · row 1
1 source rowRow 1 · 2025-05-23 · Sale · Disposed 7,773 · Balance 107,581 F1: The price reported in Column 4 is a weighted-average price. The prices actually received ranges from $66.77 to $67.37. 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. |
| Employee Stock Option to Purchase Class A Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $18.60 · Expires 2027-07-02 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2025-05-23 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 25,000 F2: Granted pursuant to the 2014 Equity Incentive Plan. F3: Vests as to 25% of the shares on the first anniversary of the grant date and then 6.25% of the shares at the end of each three-month period thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted-average price. The prices actually received ranges from $66.77 to $67.37. 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.
F2: Granted pursuant to the 2014 Equity Incentive Plan.
F3: Vests as to 25% of the shares on the first anniversary of the grant date and then 6.25% of the shares at the end of each three-month period thereafter.
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 |
|---|---|---|---|---|---|---|
| May 23, 2025 Filed May 27, 2025 20:13 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 7,773 | $67.10 | $521,568.30 |
DisclosureSEC source: 0001445305-25-000095 · wk-form4_1748376812.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,581 F1 · price: The price reported in Column 4 is a weighted-average price. The prices actually received ranges from $66.77 to $67.37. 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 |
| May 09, 2025 Filed May 13, 2025 20:29 UTC | WORKIVA INC WK · Entity 589 | GiftClass A Common Stock | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-25-000093 · wk-form4_1747168175.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,354 Read SEC document |
| March 07, 2025 Filed Mar 7, 2025 22:22 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 5,593 | $85.04 | $475,628.72 |
DisclosureSEC source: 0001445305-25-000044 · wk-form4_1741386169.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,054 Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:41 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 6,591 | $86.55 | $570,451.05 |
DisclosureSEC source: 0001445305-25-000023 · wk-form4_1740433255.xml · nonDerivative · entry 4 Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,647 F4 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:41 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 8,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-25-000023 · wk-form4_1740433255.xml · nonDerivative · entry 3 Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,238 F3 · shares: Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2024. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 186.2% of the target for the 2024 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 20, 2025 Filed Feb 24, 2025 21:41 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 5,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-25-000023 · wk-form4_1740433255.xml · nonDerivative · entry 2 Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,993 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 121.2% of the target for the 2023-2024 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 20, 2025 Filed Feb 24, 2025 21:41 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 1,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-25-000023 · wk-form4_1740433255.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,638 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 65% of the target for the 2022-2024 performance period. These PSUs became fully vested upon certification by the Compensation Committee. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 21:43 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 32,018 | $97.29 | $3,115,031.22 |
DisclosureSEC source: 0001445305-25-000008 · wk-form4_1738705404.xml · nonDerivative · entry 2 Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,965 F2 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F3 · shares: Vests in three equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 21:43 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 12,314 | $98.22 | $1,209,481.08 |
DisclosureSEC source: 0001445305-25-000008 · wk-form4_1738705404.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,947 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, 2024 Filed Sep 4, 2024 20:27 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 2,523 | $78.17 | $197,222.91 |
DisclosureSEC source: 0001445305-24-000126 · wk-form4_1725481602.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,261 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 07, 2024 Filed Aug 9, 2024 20:20 UTC | WORKIVA INC WK · Entity 589 | GiftClass A Common Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-24-000111 · wk-form4_1723234823.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,784 F1 · shares: On August 7, 2024, the reporting person made a charitable gift of 3,500 shares. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:48 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 3,753 | $85.50 | $320,881.50 |
DisclosureSEC source: 0001445305-24-000039 · wk-form4_1709675282.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,284 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 |
| February 15, 2024 Filed Feb 20, 2024 21:44 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 2,920 | $94.11 | $274,801.20 |
DisclosureSEC 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 | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 4,419 | $0.00 | $0.00 |
DisclosureSEC 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 | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 2,060 | $0.00 | $0.00 |
DisclosureSEC 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 01, 2024 Filed Feb 5, 2024 22:14 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 8,715 | $95.37 | $831,149.55 |
DisclosureSEC 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 | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 30,996 | $95.37 | $2,956,088.52 |
DisclosureSEC 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 | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 2,931 | $95.20 | $279,031.20 |
DisclosureSEC 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 |
| September 01, 2023 Filed Sep 6, 2023 20:34 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 1,271 | $110.38 | $140,292.98 |
DisclosureSEC 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 |
| March 08, 2023 Filed Mar 9, 2023 21:25 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 15,000 | $90.20 | $1,353,000.00 |
DisclosureSEC 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 01, 2023 Filed Mar 2, 2023 21:26 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 3,778 | $89.00 | $336,242.00 |
DisclosureSEC 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. Read SEC document |
| February 17, 2023 Filed Feb 21, 2023 21:50 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 888 | $88.24 | $78,357.12 |
DisclosureSEC source: 0001445305-23-000053 · wf-form4_167701622139899.xml · nonDerivative · entry 2 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,177 F2 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted. Read SEC document |
| February 17, 2023 Filed Feb 21, 2023 21:50 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 1,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-23-000053 · wf-form4_167701622139899.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,065 F1 · 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. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:35 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 983 | $91.26 | $89,708.58 |
DisclosureSEC source: 0001445305-23-000032 · wf-form4_167580567002388.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,109 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 |
| February 01, 2023 Filed Feb 3, 2023 21:21 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 4,095 | $92.79 | $379,975.05 |
DisclosureSEC source: 0001445305-23-000022 · wf-form4_167545923669336.xml · nonDerivative · entry 2 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,092 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, 2023 Filed Feb 3, 2023 21:21 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 30,930 | $92.79 | $2,869,994.70 |
DisclosureSEC source: 0001445305-23-000022 · wf-form4_167545923669336.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,187 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 |
| September 01, 2022 Filed Sep 6, 2022 20:47 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 1,270 | $64.92 | $82,448.40 |
DisclosureSEC source: 0001445305-22-000131 · wf-form4_166249724362542.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,257 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 |
| March 01, 2022 Filed Mar 2, 2022 21:09 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 3,778 | $108.34 | $409,308.52 |
DisclosureSEC source: 0001445305-22-000043 · wf-form4_164625534501019.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,527 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 |
| February 03, 2022 Filed Feb 7, 2022 21:42 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 983 | $111.85 | $109,948.55 |
DisclosureSEC source: 0001445305-22-000023 · wf-form4_164427011383132.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,305 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 |
| February 01, 2022 Filed Feb 3, 2022 21:25 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 1,834 | $119.68 | $219,493.12 |
DisclosureSEC source: 0001445305-22-000019 · wf-form4_164392352145192.xml · nonDerivative · entry 2 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,288 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, 2022 Filed Feb 3, 2022 21:25 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 23,168 | $119.68 | $2,772,746.24 |
DisclosureSEC source: 0001445305-22-000019 · wf-form4_164392352145192.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,122 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 |
| November 09, 2021 Filed Nov 10, 2021 21:21 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionEmployee Stock Option to Purchase Class A Common Stock · Derivative | 10,000 | $0.00 Strike: $12.40 | $0.00 |
DisclosureSEC source: 0001445305-21-000170 · wf-form4_163657928562955.xml · derivative · entry 5 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,000 shares Expires 2027-02-01 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. F2 · security: Granted pursuant to the 2014 Equity Incentive Plan. F4 · derivative.exercise_date: Vests as to 25% of the shares on the first anniversary of the grant date and then 6.25% of the shares at the end of each three-month period thereafter. Read SEC document |
| November 09, 2021 Filed Nov 10, 2021 21:21 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionEmployee Stock Option to Purchase Class A Common Stock · Derivative | 16,000 | $0.00 Strike: $14.03 | $0.00 |
DisclosureSEC source: 0001445305-21-000170 · wf-form4_163657928562955.xml · derivative · entry 4 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 16,000 shares Expires 2025-08-31 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. F2 · security: Granted pursuant to the 2014 Equity Incentive Plan. F3 · derivative.exercise_date: Vests as to 25% of the shares on April 1, 2016 and as to 6.25% of the shares at the end of each three-month period thereafter. Read SEC document |
| November 09, 2021 Filed Nov 10, 2021 21:21 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 26,000 | $161.00 | $4,186,000.00 |
DisclosureSEC source: 0001445305-21-000170 · wf-form4_163657928562955.xml · nonDerivative · entry 3 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,954 F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $160.50 to $162.29. 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 |
| November 09, 2021 Filed Nov 10, 2021 21:21 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionClass A Common Stock | 10,000 | $12.40 | $124,000.00 |
DisclosureSEC source: 0001445305-21-000170 · wf-form4_163657928562955.xml · nonDerivative · entry 2 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,954 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 |
| November 09, 2021 Filed Nov 10, 2021 21:21 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionClass A Common Stock | 16,000 | $14.03 | $224,480.00 |
DisclosureSEC source: 0001445305-21-000170 · wf-form4_163657928562955.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,954 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 |
| September 01, 2021 Filed Sep 2, 2021 20:32 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 11,201 | $142.85 | $1,600,062.85 |
DisclosureSEC source: 0001445305-21-000146 · wf-form4_163061472780590.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,954 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F2 · shares: Vests as to 25% of the shares on each of the first and second anniversaries of the grant date, and 50% of the shares on the third anniversary of the grant date. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:27 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionEmployee Stock Option to Purchase Class A Common Stock · Derivative | 5,544 | $0.00 Strike: $15.86 | $0.00 |
DisclosureSEC source: 0001445305-21-000126 · wf-form4_162931840601178.xml · derivative · entry 7 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,544 shares Expires 2024-01-13 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. F2 · security: Granted pursuant to the 2009 Unit Incentive Plan. F3 · derivative.exercise_date: Vests as to 25% of the shares on the first anniversary of the grant date and then 6.25% of the shares at the end of each three-month period thereafter. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:27 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionEmployee Stock Option to Purchase Class A Common Stock · Derivative | 911 | $0.00 Strike: $15.86 | $0.00 |
DisclosureSEC source: 0001445305-21-000126 · wf-form4_162931840601178.xml · derivative · entry 6 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 911 shares Expires 2024-01-13 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. F2 · security: Granted pursuant to the 2009 Unit Incentive Plan. F3 · derivative.exercise_date: Vests as to 25% of the shares on the first anniversary of the grant date and then 6.25% of the shares at the end of each three-month period thereafter. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:27 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionEmployee Stock Option to Purchase Class A Common Stock · Derivative | 11,880 | $0.00 Strike: $15.83 | $0.00 |
DisclosureSEC source: 0001445305-21-000126 · wf-form4_162931840601178.xml · derivative · entry 5 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,880 shares Expires 2024-08-11 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. F2 · security: Granted pursuant to the 2009 Unit Incentive Plan. F3 · derivative.exercise_date: Vests as to 25% of the shares on the first anniversary of the grant date and then 6.25% of the shares at the end of each three-month period thereafter. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:27 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 18,335 | $130.71 | $2,396,567.85 |
DisclosureSEC source: 0001445305-21-000126 · wf-form4_162931840601178.xml · nonDerivative · entry 4 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,753 F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $128.50 to $132.55. 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 |
| August 16, 2021 Filed Aug 18, 2021 20:27 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionClass A Common Stock | 5,544 | $15.86 | $87,927.84 |
DisclosureSEC source: 0001445305-21-000126 · wf-form4_162931840601178.xml · nonDerivative · entry 3 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,088 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 |
| August 16, 2021 Filed Aug 18, 2021 20:27 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionClass A Common Stock | 911 | $15.86 | $14,448.46 |
DisclosureSEC source: 0001445305-21-000126 · wf-form4_162931840601178.xml · nonDerivative · entry 2 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,544 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 |
| August 16, 2021 Filed Aug 18, 2021 20:27 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionClass A Common Stock | 11,880 | $15.83 | $188,060.40 |
DisclosureSEC source: 0001445305-21-000126 · wf-form4_162931840601178.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,633 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 |
| May 10, 2021 Filed May 10, 2021 22:09 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionEmployee Stock Option to Purchase Class A Common Stock · Derivative | 5,940 | $0.00 Strike: $8.48 | $0.00 |
DisclosureSEC source: 0001626102-21-000002 · wf-form4_162068457646300.xml · derivative · entry 3 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,940 shares Expires 2022-12-27 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. F2 · security: Granted pursuant to the 2009 Unit Incentive Plan. F3 · derivative.exercise_date: Vests as to 25% of the shares on the first anniversary of the grant date and then 6.25% of the shares at the end of each three-month period thereafter. Read SEC document |
| May 10, 2021 Filed May 10, 2021 22:09 UTC | WORKIVA INC WK · Entity 589 | Exercise / conversionClass A Common Stock | 5,940 | $8.48 | $50,371.20 |
DisclosureSEC source: 0001626102-21-000002 · wf-form4_162068457646300.xml · nonDerivative · entry 2 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,753 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 |
| May 07, 2021 Filed May 10, 2021 22:09 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 9,000 | $91.28 | $821,520.00 |
DisclosureSEC source: 0001626102-21-000002 · wf-form4_162068457646300.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,813 F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $90.62 to $92.23. 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 01, 2021 Filed Mar 2, 2021 21:27 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 2,984 | $104.38 | $311,469.92 |
DisclosureSEC source: 0001445305-21-000041 · wf-form4_161472041163411.xml · nonDerivative · entry 3 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,813 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 |
| March 01, 2021 Filed Mar 2, 2021 21:27 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 22,514 | $104.38 | $2,350,011.32 |
DisclosureSEC source: 0001445305-21-000041 · wf-form4_161472041163411.xml · nonDerivative · entry 2 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,797 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 01, 2021 Filed Mar 2, 2021 21:27 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 2,469 | $104.38 | $257,714.22 |
DisclosureSEC source: 0001445305-21-000041 · wf-form4_161472041163411.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,283 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.