James Bozzini - 20 Apr 2023 Form 4 Insider Report for Workday, Inc. (WDAY)

Role
COO
Signature
/s/ Juliana Capata, attorney-in-fact
Issuer symbol
WDAY
Transactions as of
20 Apr 2023
Net transactions value
$0
Form type
4
Filing time
24 Apr 2023, 21:24:01 UTC
Previous filing
07 Apr 2023
Next filing
07 Jul 2023
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction WDAY Class A Common Stock Gift $0 -14,913 -49% $0.000000 15,604 21 Apr 2023 2020 GRAT 1 F1, F2
transaction WDAY Class A Common Stock Gift $0 +14,913 $0.000000 14,913 21 Apr 2023 By JEM Cooperative, LLC F1, F3
transaction WDAY Class A Common Stock Gift $0 -15,604 -100% $0.000000* 0 21 Apr 2023 2020 GRAT 1 F2, F4
transaction WDAY Class A Common Stock Gift $0 +15,604 +32% $0.000000 65,022 21 Apr 2023 By the Bozzini Revocable Trust dtd 5/10/2004 F4
transaction WDAY Class A Common Stock Gift $0 -14,913 -49% $0.000000 15,604 21 Apr 2023 2020 GRAT 2 F5, F6
transaction WDAY Class A Common Stock Gift $0 +14,913 +100% $0.000000 29,826 21 Apr 2023 By JEM Cooperative, LLC F3, F5
transaction WDAY Class A Common Stock Gift $0 -15,604 -100% $0.000000* 0 21 Apr 2023 2020 GRAT 2 F6, F7
transaction WDAY Class A Common Stock Gift $0 +15,604 +24% $0.000000 80,626 21 Apr 2023 By the Bozzini Revocable Trust dtd 5/10/2004 F7
transaction WDAY Class A Common Stock Award $0 +51,258 +55% $0.000000 143,912 20 Apr 2023 Direct F8
holding WDAY Class A Common Stock 5,077 20 Apr 2023 By the Bozzini Irrevocable Trust dtd 7/12/2012 FBO Child 1
holding WDAY Class A Common Stock 5,077 20 Apr 2023 By the Bozzini Irrevocable Trust dtd 7/12/2012 FBO Child 2
holding WDAY Class A Common Stock 5,077 20 Apr 2023 By the Bozzini Irrevocable Trust dtd 7/12/2012 FBO Child 3
holding WDAY Class A Common Stock 50,000 20 Apr 2023 2022 GRAT 3 F2
holding WDAY Class A Common Stock 50,000 20 Apr 2023 2022 GRAT 4 F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.
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.
F4 Represents a distribution by 2020 GRAT 1 to Bozzini Revocable Trust dtd 5/10/2004.
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.
F7 Represents a distribution by 2020 GRAT 2 to Bozzini Revocable Trust dtd 5/10/2004.
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.