Disclosed positions

Estimated from their latest filings — positions may have changed since

$24.94M

combined est. value

Stock	Shares	Price	Value	Weight	As of
WKWORKIVA INC	468,108	$51.93	$24.31M	97%	2026-03-01
FIVNFive9, Inc.	26,117	$24.20	$632.0K	3%	2026-05-20

WK

WORKIVA INC

$24.31M

468,108 sh

FIVN

Five9, Inc.

$632.0K

26,117 sh

All filings on record

Every Form 4 transaction we track for this filer

all 11buys 0sells 0

Stock	Transaction	Date	~6mo later
FIVNFive9, Inc.	Grant — · 8,972 sh	2026-05-20	—
WKWORKIVA INC	Tax $158.7K · 2,577 sh	2026-03-01	—
WKWORKIVA INC	Tax $136.0K · 2,208 sh	2026-03-01	—
WKWORKIVA INC	Grant — · 4,092 sh	2026-03-01	—
WKWORKIVA INC	Tax $1.70M · 26,166 sh	2026-02-11	—
WKWORKIVA INC	Grant — · 14,390 sh	2026-02-11	—
WKWORKIVA INC	Grant — · 20,972 sh	2026-02-11	—
WKWORKIVA INC	Grant — · 13,135 sh	2026-02-11	—
WKWORKIVA INC	Tax $1.30M · 18,115 sh	2026-02-03	—
WKWORKIVA INC	Grant $9.80M · 128,038 sh	2026-02-02	—
WKWORKIVA INC	Tax $1.81M · 23,460 sh	2026-02-01	—

FIVNGrant

2026-05-20 · Five9, Inc.

8,972

—

WKTax

2026-03-01 · WORKIVA INC

$158.7K

—

WKTax

2026-03-01 · WORKIVA INC

$136.0K

—

WKGrant

2026-03-01 · WORKIVA INC

4,092

—

WKTax

2026-02-11 · WORKIVA INC

$1.70M

—

WKGrant

2026-02-11 · WORKIVA INC

14,390

—

WKGrant

2026-02-11 · WORKIVA INC

20,972

—

WKGrant

2026-02-11 · WORKIVA INC

13,135

—

WKTax

2026-02-03 · WORKIVA INC

$1.30M

—

WKGrant

2026-02-02 · WORKIVA INC

$9.80M

—

WKTax

2026-02-01 · WORKIVA INC

$1.81M

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.