Form 4 for WDAY Workday, Inc.
Accepted 2023-04-24 00:00:00 ET · period of report 2023-04-20 · accession 0001327811-23-000065 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-04-24 | 2023-04-20 | WDAY | Bozzini James | COO | A - Grant | $0.00 | +51.3K | 143.9K | +55% | $0 | |
| MI | 2023-04-24 | 2023-04-21 | WDAY | Bozzini James | COO | G - Gift | $0.00 | 0 | 14.9K | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2023-04-20 | A | A | 51,258 | $0.00 | 143,912 | D | — | — | (F8) Includes 120,896 restricted stock units (RSUs), each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, including 51,258 RSUs with a grant date of April 20, 2023, which will vest as to 25% of the underlying shares on April 5, 2024 and then quarterly thereafter. All grants are subject to the Reporting Person's continued service with the Issuer on the applicable vesting dates. |
| 2 | Common | Class A Common Stock | 2023-04-21 | G | D | 14,913 | $0.00 | 15,604 | I 2020 GRAT 1 | — | — | (F1) Represents a distribution by 2020 GRAT 1 to JEM Cooperative, LLC. (F2) The shares are held in a grantor retained annuity trust, of which the Reporting Person is the sole trustee, grantor, and recipient of annuity payments. |
| 3 | Common | Class A Common Stock | 2023-04-21 | G | A | 15,604 | $0.00 | 80,626 | I By the Bozzini Revocable Trust dtd 5/10/2004 | — | — | (F7) Represents a distribution by 2020 GRAT 2 to Bozzini Revocable Trust dtd 5/10/2004. |
| 4 | Common | Class A Common Stock | 2023-04-21 | G | D | 15,604 | $0.00 | 0 | I 2020 GRAT 2 | — | — | (F7) Represents a distribution by 2020 GRAT 2 to Bozzini Revocable Trust dtd 5/10/2004. (F6) The shares are held in a grantor retained annuity trust, of which the Reporting Person's spouse is the sole trustee, grantor, and recipient of annuity payments. |
| 5 | Common | Class A Common Stock | 2023-04-21 | G | A | 14,913 | $0.00 | 29,826 | I By JEM Cooperative, LLC | — | — | (F5) Represents a distribution by 2020 GRAT 2 to JEM Cooperative, LLC. (F3) These shares are owned directly by JEM Cooperative, LLC (the LLC). The Reporting Person is a co-manager of the LLC. The LLC is owned by three irrevocable trusts for which the Reporting Person's children are the beneficiaries. |
| 6 | Common | Class A Common Stock | 2023-04-21 | G | D | 14,913 | $0.00 | 15,604 | I 2020 GRAT 2 | — | — | (F5) Represents a distribution by 2020 GRAT 2 to JEM Cooperative, LLC. (F6) The shares are held in a grantor retained annuity trust, of which the Reporting Person's spouse is the sole trustee, grantor, and recipient of annuity payments. |
| 7 | Common | Class A Common Stock | 2023-04-21 | G | A | 15,604 | $0.00 | 65,022 | I By the Bozzini Revocable Trust dtd 5/10/2004 | — | — | (F4) Represents a distribution by 2020 GRAT 1 to Bozzini Revocable Trust dtd 5/10/2004. |
| 8 | Common | Class A Common Stock | 2023-04-21 | G | D | 15,604 | $0.00 | 0 | I 2020 GRAT 1 | — | — | (F4) Represents a distribution by 2020 GRAT 1 to Bozzini Revocable Trust dtd 5/10/2004. (F2) The shares are held in a grantor retained annuity trust, of which the Reporting Person is the sole trustee, grantor, and recipient of annuity payments. |
| 9 | Common | Class A Common Stock | 2023-04-21 | G | A | 14,913 | $0.00 | 14,913 | I By JEM Cooperative, LLC | — | — | (F1) Represents a distribution by 2020 GRAT 1 to JEM Cooperative, LLC. (F3) These shares are owned directly by JEM Cooperative, LLC (the LLC). The Reporting Person is a co-manager of the LLC. The LLC is owned by three irrevocable trusts for which the Reporting Person's children are the beneficiaries. |