Workday withholds 8,502 CEO shares for taxes
Workday's CEO also reported 547,003 Class A shares subject to performance-based RSUs tied to a five-year stock-price performance period.
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Form Type
4
Rhea-AI Filing Summary
Workday, Inc. CEO Aneel Bhusri had 8,502 Class A common shares withheld by the issuer on October 5, 2026, at $186.14 per share to satisfy tax withholding tied to RSU vesting. He reported 992,050 directly held Class A shares afterward, including 518,115 RSUs and 9,182 PSUs, each entitling him to one Class A share upon settlement; the awards are subject to continued service on applicable vesting dates. He also reported 547,003 Class A shares subject to performance-based RSUs and 8,126,443 directly held Class B shares; a minor child indirectly held 5,000 Class B shares.
Insights
Analyzing...
Insider Trade Summary
Tax Withholding: 8,502 shares
Tax Withholding
4 txns
Insider
BHUSRI ANEEL
Role
CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Class A Common Stock F1, F2 | 8,502 | $186.14 | $1.58M |
| holding | Performance Rights F3 | -- | -- | -- |
| holding | Class B Common Stock F4, F5 | -- | -- | -- |
| holding | Class B Common Stock F4, F5 | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 992,050 shares (Direct);
Performance Rights — 547,003 contracts (Direct);
Class B Common Stock — 8,126,443 contracts (Direct);
Class B Common Stock — 5,000 contracts (Indirect, By Minor Child)
Footnotes (5)
- F1. Represents shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the vesting of restricted stock units (RSUs).
- F2. Includes 518,115 RSUs and 9,182 performance stock units (PSUs), each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement. All grants are subject to the Reporting Person's continued service with the Issuer on the applicable vesting dates.
- F3. Reflects shares of Class A Common Stock subject to performance-based RSUs (PVUs) that are divided into four tranches, with each tranche representing the Reporting Person's right to acquire 1/4 of the maximum shares subject to the award. Each PVU represents a contingent right to receive one share of Class A Common Stock. The PVUs shall vest subject to the achievement of certain performance metrics based on the Issuer's stock price over a five-year performance period. Subject to the achievement of the performance metrics applicable to each tranche and to the Reporting Person's continued service with the Issuer on the applicable vesting dates, the shares subject to an achieved tranche shall vest as to 1/20 of such tranche's shares on each of the 20 quarterly anniversaries of 03/05/2026.
- F4. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock, (b) the date when the number of outstanding shares of Class B Common Stock represents less than 9% of all outstanding shares of Class A and Class B Common Stock, (c) October 11, 2032 or (d) nine (9) months after the death of the later to die of David A. Duffield and Aneel Bhusri. The shares of Class A and Class B Common Stock have no expiration date.
- F5. Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect as of the date hereof. The shares of Class B Common Stock have no expiration date.
Key Figures
Class A shares withheld: 8,502 shares
Price per share: $186.14 per share
Direct Class A shares reported after transaction: 992,050 shares
+5 more
8 metrics
Class A shares withheld
8,502 shares
Withheld on October 5, 2026, for tax withholding tied to RSU vesting
Price per share
$186.14 per share
Price reported for the shares withheld on October 5, 2026
Direct Class A shares reported after transaction
992,050 shares
Includes 518,115 RSUs and 9,182 PSUs
Restricted stock units
518,115 RSUs
Included in the reported direct Class A amount; each entitles the holder to one Class A share upon settlement
Performance stock units
9,182 PSUs
Included in the reported direct Class A amount; each entitles the holder to one Class A share upon settlement
Class A shares subject to performance-based RSUs
547,003 shares
Vesting is subject to performance metrics over a five-year performance period and continued service
Direct Class B shares
8,126,443 shares
Reported direct holding
Indirect Class B shares
5,000 shares
Held by a minor child
Key Terms
restricted stock units (RSUs), performance stock units (PSUs), performance-based RSUs (PVUs), permitted transferee
4 terms
restricted stock units (RSUs) financial
"vesting of restricted stock units (RSUs)"
Restricted stock units (RSUs) are a type of company promise to give employees shares of stock in the future, usually after certain conditions like working for a set time. They are like a gift promised today that you receive later, which can become valuable if the company's stock price goes up. RSUs matter because they are a way companies reward employees and can be a significant part of compensation.
performance stock units (PSUs) financial
"9,182 performance stock units (PSUs), each of which entitle"
Performance stock units (PSUs) are a form of executive or employee pay that promise company shares only if pre-set performance goals are met over a defined period; think of them as a bonus paid in stock that arrives only when the company hits agreed targets. Investors watch PSUs because they affect the number of shares outstanding (dilution) and reveal how management’s pay is tied to financial or operational results, aligning incentives with shareholder outcomes.
performance-based RSUs (PVUs) financial
"performance-based RSUs (PVUs) that are divided into four tranches"
permitted transferee regulatory
"transfers to any "permitted transferee" as defined in"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What conditions apply to Aneel Bhusri's WDAY performance-based RSUs?
The 547,003 shares subject to performance-based RSUs (PVUs) are divided into four tranches, each representing a right to acquire one-quarter of the maximum award. Vesting depends on the issuer's stock-price performance metrics over a five-year performance period and continued service. Each achieved tranche vests 1/20 on each of the 20 quarterly anniversaries of March 5, 2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.
