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 |
|---|---|---|---|---|---|---|
| February 03, 2021 Filed Feb 4, 2021 22:15 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 983 | $102.91 | $101,160.53 |
DisclosureSEC source: 0001445305-21-000020 · wf-form4_161247694078177.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,814 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, 2021 Filed Feb 3, 2021 22:45 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 1,262 | $101.25 | $127,777.50 |
DisclosureSEC source: 0001445305-21-000014 · wf-form4_161239228423313.xml · nonDerivative · entry 2 Klindt Jill · CIK 0001626102 · SVP, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,797 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, 2021 Filed Feb 3, 2021 22:45 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 3,457 | $101.25 | $350,021.25 |
DisclosureSEC source: 0001445305-21-000014 · wf-form4_161239228423313.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,059 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, 2020 Filed Sep 3, 2020 20:05 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 4,150 | $60.15 | $249,622.50 |
DisclosureSEC source: 0001445305-20-000102 · wf-form4_159916353369521.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,602 Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:25 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 837 | $46.16 | $38,635.92 |
DisclosureSEC source: 0001445305-20-000027 · wf-form4_158093793357572.xml · nonDerivative · entry 2 Klindt Jill · CIK 0001626102 · SVP, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,752 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 |
| February 03, 2020 Filed Feb 5, 2020 21:25 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 6,499 | $46.16 | $299,993.84 |
DisclosureSEC source: 0001445305-20-000027 · wf-form4_158093793357572.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,589 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 19, 2019 Filed Nov 21, 2019 21:15 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 12,000 | $42.05 | $504,600.00 |
DisclosureSEC source: 0001445305-19-000148 · wf-form4_157437090373434.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · SVP, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,090 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:18 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 8,361 | $41.86 | $349,991.46 |
DisclosureSEC source: 0001445305-19-000024 · wf-form4_154940152313318.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · VP, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,090 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 14, 2018 Filed Nov 16, 2018 21:16 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 2,625 | $35.35 | $92,793.75 |
DisclosureSEC source: 0001445305-18-000142 · wf-form4_154240296589968.xml · nonDerivative · entry 2 Klindt Jill · CIK 0001626102 · VP, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,729 F1 · price: The price reported in Column 4 is a weighted-average price. The prices actually received range from $35.20 to $35.66. 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 14, 2018 Filed Nov 16, 2018 21:16 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 875 | $34.39 | $30,091.25 |
DisclosureSEC source: 0001445305-18-000142 · wf-form4_154240296589968.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · VP, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,354 Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 21:31 UTC | WORKIVA INC WK · Entity 589 | GrantEmployee Stock Option to Purchase Class A Common Stock · Derivative | 0 | Not disclosed Strike: $18.60 | Not disclosed |
DisclosureSEC source: 0001445305-18-000056 · wf-form4_152002628703557.xml · derivative · entry 2 Klindt Jill · CIK 0001626102 · VP, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Class A Common Stock · 0 shares Expires 2027-07-02 F1 · security: Granted pursuant to the 2014 Equity Incentive Plan. F1 · price: Granted pursuant to the 2014 Equity 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 |
| March 01, 2018 Filed Mar 2, 2018 21:31 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 6,579 | $22.80 | $150,001.20 |
DisclosureSEC source: 0001445305-18-000056 · wf-form4_152002628703557.xml · nonDerivative · entry 1 Klindt Jill · CIK 0001626102 · VP, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,229 F1 · kind: Granted pursuant to the 2014 Equity Incentive Plan. F2 · shares: Vests in a single installment on the third anniversary of the grant date. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 21:20 UTC | WORKIVA INC WK · Entity 589 | GrantEmployee Stock Option to Purchase Class A Common Stock · Derivative | 25,000 | Not disclosed Strike: $18.60 | Not disclosed |
DisclosureSEC source: 0001624105-17-000014 · wf-form4_149937603735162.xml · derivative · entry 2 Klindt Jill · CIK 0001626102 · VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Class A Common Stock · 25,000 shares Expires 2027-07-02 F1 · security: Granted pursuant to the 2014 Equity Incentive Plan. F1 · price: Granted pursuant to the 2014 Equity Incentive Plan. F2 · 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 |
| February 01, 2017 Filed Feb 3, 2017 23:06 UTC | WORKIVA INC WK · Entity 589 | GrantEmployee Stock Option to Purchase Class A Common Stock · Derivative | 10,000 | Not disclosed Strike: $12.40 | Not disclosed |
DisclosureSEC source: 0001013632-17-000017 · wf-form4_148616320018081.xml · derivative · entry 2 Klindt Jill · CIK 0001626102 · VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2027-02-01 F1 · security: Granted pursuant to the 2014 Equity Incentive Plan. F1 · price: Granted pursuant to the 2014 Equity Incentive Plan. F2 · derivative.exercise_date: Vests as to 25% of the shares on the first anniversary of the grant date and as to 6.25% of the shares at the end of each three-month period thereafter. 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.