Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MORGAN STANLEY | 102,562.562 | reported | 01 Jun 2026 | tx 22+87,252.127−1,847 |
| WORKIVA INC | 34,802 | reported | 29 May 2026 | tx 38+223,465−208,841 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2026 | SALE | WORKIVA INC | 1,000 | 49.69 USD | |
| 01 Jun 2026 | GRANT_AWARD | MORGAN STANLEY | 1,309.777 | 0.00 USD | |
| 10 Dec 2025 | SALE | WORKIVA INC | 1,500 | 91.44 USD | |
| 01 Jun 2025 | GRANT_AWARD | MORGAN STANLEY | 2,155.46 | 0.00 USD | |
| 29 May 2025 | GRANT_AWARD | WORKIVA INC | 3,218 | — | |
| 02 May 2025 | SALE | MORGAN STANLEY | 800 | 119.32 USD | |
| 14 Mar 2025 | SALE | WORKIVA INC | 1,500 | 88.66 USD | |
| 14 Mar 2025 | SALE | WORKIVA INC | 1,000 | 88.70 USD | |
| 11 Nov 2024 | SALE | WORKIVA INC | 4,800 | 94.77 USD | |
| 11 Nov 2024 | SALE | WORKIVA INC | 3,177 | 94.69 USD | |
| 17 Jul 2024 | SALE | MORGAN STANLEY | 861 | 106.62 USD | |
| 17 Jul 2024 | SALE | MORGAN STANLEY | 139 | 106.63 USD | |
| 30 May 2024 | GRANT_AWARD | WORKIVA INC | 2,817 | — | |
| 01 Jun 2024 | GRANT_AWARD | MORGAN STANLEY | 2,675.29 | 0.00 USD | |
| 23 Feb 2024 | OTHER | WORKIVA INC | 11,793 | 86.05 USD | |
| 23 Feb 2024 | OTHER | WORKIVA INC | 11,793 | 86.05 USD | |
| 03 Nov 2023 | SALE | WORKIVA INC | 1,500 | 89.32 USD | |
| 01 Jun 2023 | GRANT_AWARD | MORGAN STANLEY | 3,167.83 | 0.00 USD | |
| 30 May 2023 | GRANT_AWARD | WORKIVA INC | 2,217 | — | |
| 23 Jan 2023 | SALE | WORKIVA INC | 7,818 | 90.51 USD | |
| 13 Jan 2023 | SALE | WORKIVA INC | 9,182 | 90.07 USD | |
| 03 Jan 2023 | SALE | WORKIVA INC | 3,000 | 85.00 USD | |
| 01 Jun 2022 | GRANT_AWARD | WORKIVA INC | 2,925 | — | |
| 01 Jun 2022 | GRANT_AWARD | MORGAN STANLEY | 2,944.61 | 0.00 USD | |
| 17 Mar 2022 | SALE | WORKIVA INC | 750 | 103.11 USD |