Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WORKIVA INC | 317,147 | reported | 01 Feb 2026 | tx 129+3,434,291−5,911,043 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Feb 2026 | TAX_WITHHOLDING | WORKIVA INC | 560 | 77.02 USD | |
| 21 Jan 2026 | GIFT | WORKIVA INC | 491,270 | 0.00 USD | deriv |
| 21 Jan 2026 | GIFT | WORKIVA INC | 491,270 | 0.00 USD | deriv |
| 05 May 2025 | GIFT | WORKIVA INC | 84,210 | 0.00 USD | |
| 29 May 2025 | GRANT_AWARD | WORKIVA INC | 3,218 | — | |
| 05 May 2025 | GIFT | WORKIVA INC | 84,210 | 0.00 USD | |
| 15 Apr 2025 | EXERCISE | WORKIVA INC | 84,210 | 14.74 USD | |
| 15 Apr 2025 | EXERCISE | WORKIVA INC | 84,210 | 0.00 USD | deriv |
| 20 Feb 2025 | TAX_WITHHOLDING | WORKIVA INC | 438 | 86.55 USD | |
| 20 Feb 2025 | GRANT_AWARD | WORKIVA INC | 2,828 | 0.00 USD | |
| 01 Feb 2025 | TAX_WITHHOLDING | WORKIVA INC | 2,886 | 98.22 USD | |
| 10 Jan 2025 | GIFT | WORKIVA INC | 9,806 | 0.00 USD | |
| 10 Jan 2025 | GIFT | WORKIVA INC | 9,806 | 0.00 USD | |
| 11 Sept 2024 | PURCHASE | WORKIVA INC | 3,122 | 69.85 USD | |
| 11 Sept 2024 | PURCHASE | WORKIVA INC | 878 | 70.81 USD | |
| 01 Sept 2024 | TAX_WITHHOLDING | WORKIVA INC | 2,071 | 78.17 USD | |
| 16 Aug 2024 | PURCHASE | WORKIVA INC | 4,000 | 78.91 USD | |
| 09 Aug 2024 | PURCHASE | WORKIVA INC | 3,710 | 74.94 USD | |
| 09 Aug 2024 | PURCHASE | WORKIVA INC | 290 | 75.61 USD | |
| 30 May 2024 | GRANT_AWARD | WORKIVA INC | 2,817 | — | |
| 16 Feb 2024 | GIFT | WORKIVA INC | 51,805 | 0.00 USD | |
| 15 Feb 2024 | GRANT_AWARD | WORKIVA INC | 3,481 | 0.00 USD | |
| 16 Feb 2024 | GIFT | WORKIVA INC | 51,805 | 0.00 USD | |
| 15 Feb 2024 | TAX_WITHHOLDING | WORKIVA INC | 833 | 94.11 USD | |
| 01 Feb 2024 | TAX_WITHHOLDING | WORKIVA INC | 8,004 | 95.37 USD |