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Insider Information:   Iskow Julie
Relationship:   Director
City:   San Jose
State:   CA
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   316,658    

Indirect Shares

  0      
Direct Value   $23,742,491    

Indirect Value

  $0      
Total Shares   316,658      
Total Value   $23,742,491      


Workiva Llc
 $23,218,238 Cvent Holding Corp
 $196,914 Five9, Inc.
 $327,339 Workiva Llc
 $23,218,238 Cvent Holding Corp
 $196,914 Five9, Inc.
 $327,339
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

      
       
     Stock price went down :
      
       
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Vocera Communications, Inc. VCRA Director 2022-02-23 0 2019-05-31 0    Premium*  
            Workiva Llc WK President & CEO, Direc... 2024-04-03 287,996 2019-10-01 0    Premium*  
            Cvent Holding Corp CVT Director 2022-05-19 23,112 2022-05-19 0    Premium*  
            Five9, Inc. FIVN Director 2023-02-06 5,550 2023-02-06 0    Premium*  
* Premium Members only  

Records found :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
WK Workiva Llc President & CEO   •       •      –    2024-04-03 4 D $81.36 $614,268 D/D (7,550) 287,996 0 -
WK Workiva Llc President & CEO   •       •      –    2024-03-01 4 D $85.50 $163,305 D/D (1,910) 295,546 0 -
WK Workiva Llc President & CEO   •       •      –    2024-03-01 4 A $85.50 $1,224,959 D/D 14,327 297,456 0 -
WK Workiva Llc President & CEO   •       •      –    2024-02-15 4 D $94.11 $539,250 D/D (5,730) 283,129 0 -
WK Workiva Llc President & CEO   •       •      –    2024-02-15 4 A $0.00 $0 D/D 10,659 288,859 0 -
WK Workiva Llc President & CEO   •       •      –    2024-02-01 4 D $95.37 $2,092,322 D/D (21,939) 278,200 0 -
WK Workiva Llc President & CEO   •       •      –    2024-02-01 4 A $95.37 $6,999,967 D/D 73,398 300,139 0 -
WK Workiva Llc President & CEO   •       •      –    2023-09-01 4 D $110.38 $234,006 D/D (2,120) 226,741 0 -
WK Workiva Llc President & COO   •       •      –    2023-03-01 4 D $89.00 $166,608 D/D (1,872) 186,723 0 -
WK Workiva Llc President & COO   •       •      –    2023-02-17 4 D $88.24 $113,741 D/D (1,289) 188,595 0 -
WK Workiva Llc President & COO   •       •      –    2023-02-17 4 A $0.00 $0 D/D 2,447 189,884 0 -
FIVN Five9, Inc. Director   –       •      –    2023-02-06 4 A $0.00 $0 D/D 5,550 5,550 0 -
WK Workiva Llc President & COO   •       •      –    2023-02-03 4 D $91.26 $763,390 D/D (8,365) 187,437 0 -
WK Workiva Llc President & COO   •       •      –    2023-02-01 4 D $92.79 $1,073,859 D/D (11,573) 195,802 0 -
WK Workiva Llc President & COO   •       •      –    2023-02-01 4 A $92.79 $5,249,965 D/D 56,579 207,375 0 -
WK Workiva Llc President & COO   •       •      –    2022-10-01 4 D $77.80 $1,889,373 D/D (24,285) 150,796 0 -
WK Workiva Llc President & COO   •       •      –    2022-09-01 4 D $64.92 $137,630 D/D (2,120) 175,081 0 -
CVT Cvent Holding Corp Director   –       •      –    2022-05-19 4 A $0.00 $0 D/D 23,112 23,112 0 -
WK Workiva Llc President & COO   •       •      –    2022-03-01 4 A $108.34 $1,155,013 D/D 10,661 177,201 0 -
VCRA Vocera Communications, In... Director   –       •      –    2022-02-23 4 D $0.00 $0 D/D (16,420) 0 0 -
WK Workiva Llc EVP & Chief Operating Officer   •       •      –    2022-02-03 4 D $111.85 $935,513 D/D (8,364) 166,540 0 -
WK Workiva Llc EVP & Chief Operating Officer   •       •      –    2022-02-01 4 D $119.68 $773,372 D/D (6,462) 174,904 0 -
WK Workiva Llc EVP & Chief Operating Officer   •       •      –    2022-02-01 4 A $119.68 $3,468,805 D/D 28,984 181,366 0 -
WK Workiva Llc EVP & Chief Operating Officer   •       •      –    2021-10-01 4 D $142.35 $3,457,112 D/D (24,286) 152,382 0 -
WK Workiva Llc EVP & Chief Operating Officer   •       •      –    2021-09-01 4 A $142.85 $2,300,028 D/D 16,101 176,668 0 -

  25  Records found
  1     
  Page 1 of 1  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed