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Trom Jeff D.'s Form 4 filing

Workiva Inc (WK) · filed Nov 16, 2021

Accession no.
0001445305-21-000174
Filed
Nov 16, 2021
Trade date
Nov 4-16, 2021
Filing delay
12 daysLate
Rule 10b5-1 plan
Not on the form (before 2023)

This filing lists 9 non-derivative transactions and 4 derivative transactions. Open-market sales total $49.8M. It was filed 12 days after the trade, past the 2-business-day deadline.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Trom Jeff D.CIK 0001013632Officer (Executive VP & CTO)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Nov 4, 2021Class A Common StockGGiftDisposed−15,000$0.00$050,000Indirect
Nov 16, 2021Class A Common StockCConversionAcquired+113,645$0.00$0163,645Indirect
Nov 16, 2021Class A Common StockSSaleDisposed−159,000$151.00−$24,009,0004,645Indirect
Nov 16, 2021Class A Common StockCConversionAcquired+57,000$0.00$057,000Indirect
Nov 16, 2021Class A Common StockSSaleDisposed−57,000$151.00−$8,607,0000Indirect
Nov 16, 2021Class A Common StockCConversionAcquired+57,000$0.00$057,000Indirect
Nov 16, 2021Class A Common StockSSaleDisposed−57,000$151.00−$8,607,0000Indirect
Nov 16, 2021Class A Common StockCConversionAcquired+57,000$0.00$057,000Indirect
Nov 16, 2021Class A Common StockSSaleDisposed−57,000$151.00−$8,607,0000Indirect

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Nov 16, 2021Class A Common StockCConversionDisposed−113,645$0.00$00Indirect
Nov 16, 2021Class A Common StockCConversionDisposed−57,000$0.00$00Indirect
Nov 16, 2021Class A Common StockCConversionDisposed−57,000$0.00$00Indirect
Nov 16, 2021Class A Common StockCConversionDisposed−57,000$0.00$00Indirect

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

No transaction price on this filing refers to a footnote.

Read the full filing on SEC EDGAR (opens in a new tab)