| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| WORKIVA INC | Director | Class A Common Stock | 21,588 | $1,758,558 | $81.46 | 30 May 2024 | Direct |
| Concentra Group Holdings Parent, Inc. | Director | Common Stock | 15,496 | $324,331 | $20.93 | 04 Nov 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CON | Concentra Group Holdings Parent, Inc. | 04 Nov 2025 | 2 | $0 | 4 | Director | 06 Nov 2025, 17:19 |
| CON | Concentra Group Holdings Parent, Inc. | 01 Jul 2025 | 0 | $0 | 3 | Director | 01 Jul 2025, 19:03 |
| WK | WORKIVA INC | 30 May 2024 | 1 | $0 | 4 | Director | 03 Jun 2024, 16:29 |
| WK | WORKIVA INC | 30 May 2023 | 1 | $0 | 4 | Director | 01 Jun 2023, 16:28 |
| WK | WORKIVA INC | 28 Nov 2022 | 1 | -$216,188 | 4 | Director | 30 Nov 2022, 15:13 |
| WK | WORKIVA INC | 01 Jun 2022 | 1 | $0 | 4 | Director | 03 Jun 2022, 16:36 |
| WK | WORKIVA INC | 03 Jun 2021 | 1 | $0 | 4 | Director | 07 Jun 2021, 16:28 |