Form 4: Workiva Director Vanderploeg Reports Stock Transactions

Sentiment:

SEC Form 4 Filing


Director Martin J. Vanderploeg reports changes in beneficial ownership of Workiva Inc. stock due to tax withholding and holdings in trusts.

Summary

  • On September 1, 2024, Workiva Inc. Director Martin J. Vanderploeg reported transactions involving Class A Common Stock.
  • 2,071 shares were delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units at a price of $78.17.
  • Following the reported transactions, Vanderploeg directly owns 324,791 shares of Class A Common Stock.
  • Vanderploeg also indirectly owns 341,869 shares of Class A Common Stock through a living trust.
  • Additionally, Vanderploeg indirectly holds derivative securities including options exercisable into 84,210 and 200,204 shares of Class A Common Stock, and convertible Class B Common Stock through a living trust and a charitable remainder trust.
  • The report was filed on September 4, 2024.

Sentiment

Score: 5

Explanation: This is a routine filing related to stock transactions for tax purposes and does not indicate a significant positive or negative sentiment.

Industry Context

Form 4 filings are standard disclosures required by the SEC for company insiders, providing transparency into their trading activities and ownership positions.

Stakeholder Impact

  • The transactions may have a minor impact on shareholders due to the change in insider ownership.
  • The tax withholding impacts the director's personal finances.

Key Dates

DateDescription
02/01/2017Date Employee Stock Option to Purchase Class A Common Stock was granted at $14.74
02/01/2018Date Employee Stock Option to Purchase Class A Common Stock was granted at $12.4
09/01/2024Date of the reported stock transactions.
09/04/2024Date the Form 4 was signed.
01/31/2026Expiration date of Employee Stock Option to Purchase Class A Common Stock granted on 02/01/2017
01/31/2027Expiration date of Employee Stock Option to Purchase Class A Common Stock granted on 02/01/2018

Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.