SC 13G/A: Workday, Inc.

AI Summary

SC 13G/A filing by Workday, Inc..

Risk Assessment

Risk Level: low

Filing Documents

• tm245993d1_sc13ga.htm (SC 13G/A) — 52KB
• 0001104659-24-020599.txt ( ) — 54KB

(a)

Item 1 (a) Name of Issuer: Workday, Inc.

(b)

Item 1 (b) Address of Issuer's Principal Executive Offices: 6110 Stoneridge Mall Road Pleasanton, CA 94588

(a)

Item 2 (a) Name of Person Filing: David A. Duffield

(b)

Item 2 (b) Address of Principal Business Office or, if none, Residence: c/o Nevada Pacific Consulting, LLC 956 Lakeshore Blvd. Incline Village, NV 89451

(c)

Item 2 (c) Citizenship: United States

(d)

Item 2 (d) Title of Class of Securities: Class A Common Stock

(e)

Item 2 (e) CUSIP Number: 98138H101 Item 3. If this statement is filed pursuant to Rules 13d-1(b), or 13d-2(b) or (c), check whether the person filing is a: Not Applicable Item 4. Ownership. Provide the following information regarding the aggregate number and percentage of the class of securities identified in Item 1. (a) Amount beneficially owned: 53,556,296 shares, consisting of 102,997 shares of Class A Common Stock held directly by Mr. Duffield through The David A. Duffield Trust dated July 14, 1988 (the "Duffield Trust"), for which Mr. Duffield exercises sole voting and dispositive power, 1,124,000 shares of Class A Common Stock held indirectly by Mr. Duffield through the Dave & Cheryl Duffield Foundation, and for which Mr. Duffield exercises shared voting and dispositive power, 44,197,856 shares of Class B Common Stock held by the Duffield Trust, and 8,131,443 shares of Class B Common Stock held by Mr. Bhusri and subject to the Voting Agreement. Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one 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. 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 nine percent of all outstanding shares of Class A and Class B Common Stock, (c) October 17, 2032 or (d) nine months after the death of the later to die of David A.