Workiva Inc (WK)

INFORMATION TECHNOLOGY: SOFTWARE
SIC: SERVICES-PREPACKAGED SOFTWARE

2900 UNIVERSITY BLVD. AMES, IA 50010

Workiva Inc. provides cloud-based and mobile-enabled platforms for enterprises. The Company offers software to collect, manage, report and analyze business data in real time.

Data as of 2020-09-12
Market Cap2.656 Billion Shares Outstanding47.754 Million Avg 30-day Volume311.101 Thousand
P/E Ratio Dividend Yield EPS-1.32
Price/Sales6.739 Price cash flow ratio140.7 Price free cash flow ratio164.0
Book Value1.49 Price to Tangible Book37.78 Alpha0.01
Short Interest Ratio8.59 % Short Interest to Float5.0 R-squared0.314738
BETA1.84214 52-week High/Low61.5 / 22.01 Stddev0.1403
View SEC Filings from WK instead.
Q2 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 3 2 50.0% 0 (0.0%) 1 (0.06%) -100.0%
Funds Holding: 174 141 23.4% 58 (3.78%) 45 (2.88%) 28.89%
13F shares: 30.754 Million 28.295 Million 8.69% 9.936 Million 7.916 Million 25.52%
% Ownership 64.4009 60.1545 7.06% 20.8074 16.8299 23.63%
New Positions: 50 22 127.27% 23 10 130.0%
Increased Positions 67 57 17.54% 17 19 -10.53%
Closed Positions 15 36 -58.33% 10 19 -47.37%
Reduced Positions 40 41 -2.44% 14 12 16.67%
Total Calls 106.404 Thousand 20.203 Thousand 426.67% 29.1 Thousand 14.4 Thousand 102.08%
Total Puts 43.811 Thousand 16.659 Thousand 162.99% 5.1 Thousand
PUT/CALL Ratio 0.41 0.82 -50.0% 0.0 0.35 -100.0%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding WK (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding WK BETA

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

95.1 Thousand total shares from 12 transactions

Exercise Derivative Conversion (M)

22 Thousand total shares from 4 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

KATZ EUGENE S

  • Director
94,911 2020-09-02 6

KLINDT JILL SVP, TREASURER & CAO

  • Officer
29,602 2020-09-01 3

TROM JEFF D. EXECUTIVE VP & CTO

  • Officer
  • 10% Owner
318,127 2020-09-01 5

VANDERPLOEG MARTIN J. PRESIDENT & CEO

  • Officer
  • Director
  • 10% Owner
395,952 2020-09-01 3

MILLER J STUART EXECUTIVE VP & CFO

  • Officer
331,028 2020-08-27 3

BANARJEE MITHUN EVP AND CHIEF CUSTOMER OFFICER

  • Officer
159,474 2020-08-20 2

CROW MICHAEL M

  • Director
61,832 2020-08-14 2

HERZ ROBERT H

  • Director
106,238 2020-05-19 3

MULCAHY DAVID S.

  • Director
234,125 2020-05-19 1

RADIA SUKU V.

  • Director
63,832 2020-05-19 1

BONNER BRIGID A.

  • Director
14,388 2020-05-19 1

ZIEGLER BRANDON SENIOR VICE PRESIDENT

  • Officer
  • GEN COUNSEL & CORP. SECRETARY
64,683 2020-05-19 1

CALKINS TROY M. EVP, CLO & CORP SECRETARY

  • Officer
288,649 2020-02-03 2

RYAN SCOTT G. EVP AND CHIEF REVENUE OFFICER

  • Officer
248,711 2020-02-03 1

ISKOW JULIE EVP & CHIEF OPERATING OFFICER

  • Officer
186,036 2020-02-03 3

RIZAI MATTHEW M

  • 10% Owner
301,596 2019-05-17 0

BEHAR JEROME M

BEHAR LIVING TRUST

BEHAR LESLIE F.

  • 10% Owner
No longer subject to file 2018-05-03 0

HOWELL JOSEPH H. EXECUTIVE VP

  • Officer
20,673 2018-02-05 0

SELLBERG MICHAEL S. EXECUTIVE VP & CPO

  • Officer
85,237 2017-02-06 0

BEHAR JEROME M

  • 10% Owner
4,260,990 2016-08-30 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

KATZ EUGENE S - Director

2020-09-03 17:07:34 -0400 2020-09-02 G 50 d 94,711 direct -2.2847 -2.5567 0.8341 3 -3.8803 5

VANDERPLOEG MARTIN J. - Director - Officer - > 10% Owner PRESIDENT & CEO

2020-09-03 20:07:08 -0400 2020-09-01 C 35,986 a 395,952 direct -2.2847 -2.5567 0.8341 3 -3.8803 5

TROM JEFF D. - Officer - > 10% Owner EXECUTIVE VP & CTO by revocable trust

2020-09-03 20:07:29 -0400 2020-09-01 C 50,000 d 1,199,645 indirect

KLINDT JILL - Officer SVP, TREASURER & CAO

2020-09-03 16:05:51 -0400 2020-09-01 S 4,150 $60.15 d 29,602 direct -2.2847 -2.5567 0.8341 3 -3.8803 5

VANDERPLOEG MARTIN J. - Director - Officer - > 10% Owner PRESIDENT & CEO by living trust

2020-09-03 20:07:08 -0400 2020-09-01 C 35,986 d 2,204,023 indirect

TROM JEFF D. - Officer - > 10% Owner EXECUTIVE VP & CTO

2020-09-03 20:07:29 -0400 2020-09-01 C 50,000 a 318,127 direct -2.2847 -2.5567 0.8341 3 -3.8803 5

MILLER J STUART - Officer EXECUTIVE VP & CFO

2020-08-31 16:09:50 -0400 2020-08-28 S 15,889 $59.53 d 331,028 direct 0.4755 -8.8211 0.4755 2 -11.6413 5

MILLER J STUART - Officer EXECUTIVE VP & CFO

2020-08-31 16:09:50 -0400 2020-08-27 S 1,718 $59.20 d 346,917 direct 0.4755 -8.8211 0.4755 2 -11.6413 5

MILLER J STUART - Officer EXECUTIVE VP & CFO

2020-08-31 16:09:50 -0400 2020-08-27 S 600 $59.98 d 330,428 direct 0.4755 -8.8211 0.4755 2 -11.6413 5

MILLER J STUART - Officer EXECUTIVE VP & CFO

2020-08-31 16:09:50 -0400 2020-08-27 S 14,106 $58.78 d 348,635 direct 0.4755 -8.8211 0.4755 2 -11.6413 5

BANARJEE MITHUN - Officer EVP AND CHIEF CUSTOMER OFFICER

2020-08-24 16:21:21 -0400 2020-08-21 M 8,250 $55.05 d 2,750 direct

BANARJEE MITHUN - Officer EVP AND CHIEF CUSTOMER OFFICER

2020-08-24 16:21:21 -0400 2020-08-21 M 2,789 $14.28 a 162,263 direct 2.7694 7.5851 7.5851 6 0.0 1

BANARJEE MITHUN - Officer EVP AND CHIEF CUSTOMER OFFICER

2020-08-24 16:21:21 -0400 2020-08-21 M 2,789 $55.05 d 0 direct

BANARJEE MITHUN - Officer EVP AND CHIEF CUSTOMER OFFICER

2020-08-24 16:21:21 -0400 2020-08-21 S 11,039 $55.05 d 159,474 direct 2.7694 7.5851 7.5851 6 0.0 1

BANARJEE MITHUN - Officer EVP AND CHIEF CUSTOMER OFFICER

2020-08-24 16:21:21 -0400 2020-08-21 M 8,250 $13.55 a 170,513 direct 2.7694 7.5851 7.5851 6 0.0 1

BANARJEE MITHUN - Officer EVP AND CHIEF CUSTOMER OFFICER

2020-08-24 16:21:21 -0400 2020-08-20 M 5,000 $55.21 d 0 direct

BANARJEE MITHUN - Officer EVP AND CHIEF CUSTOMER OFFICER

2020-08-24 16:21:21 -0400 2020-08-20 S 4,816 $55.92 d 166,100 direct 2.7694 7.5851 7.5851 6 0.0 1

BANARJEE MITHUN - Officer EVP AND CHIEF CUSTOMER OFFICER

2020-08-24 16:21:21 -0400 2020-08-20 M 5,000 $16.66 a 171,100 direct 2.7694 7.5851 7.5851 6 0.0 1

BANARJEE MITHUN - Officer EVP AND CHIEF CUSTOMER OFFICER

2020-08-24 16:21:21 -0400 2020-08-20 S 508 $56.03 d 159,474 direct 2.7694 7.5851 7.5851 6 0.0 1

BANARJEE MITHUN - Officer EVP AND CHIEF CUSTOMER OFFICER

2020-08-24 16:21:21 -0400 2020-08-20 S 6,184 $55.25 d 170,916 direct 2.7694 7.5851 7.5851 6 0.0 1

BANARJEE MITHUN - Officer EVP AND CHIEF CUSTOMER OFFICER

2020-08-24 16:21:21 -0400 2020-08-20 M 6,000 $55.81 d 2,789 direct

BANARJEE MITHUN - Officer EVP AND CHIEF CUSTOMER OFFICER

2020-08-24 16:21:21 -0400 2020-08-20 S 6,118 $55.36 d 159,982 direct 2.7694 7.5851 7.5851 6 0.0 1

BANARJEE MITHUN - Officer EVP AND CHIEF CUSTOMER OFFICER

2020-08-24 16:21:21 -0400 2020-08-20 M 6,000 $14.28 a 177,100 direct 2.7694 7.5851 7.5851 6 0.0 1

CROW MICHAEL M - Director by family trust

2020-08-17 16:14:56 -0400 2020-08-14 S 20,000 $54.74 d 36,943 indirect 0.0 2.811 2.811 6 0.0 1

KATZ EUGENE S - Director

2020-08-12 16:20:31 -0400 2020-08-10 S 10,000 $55.30 d 94,761 direct -3.1183 -0.6593 0.0 1 -3.1183 2

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

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