Welcome to our dedicated page for Workiva SEC filings (Ticker: WK), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Workiva Inc. announced that its board has appointed Barbara Larson as Executive Vice President, Chief Financial Officer and Treasurer, effective January 20, 2026. Larson joins from SentinelOne, and previously held several senior finance roles at Workday, VMware, TIBCO and Symantec, and serves on Equifax’s board.
Under her executive employment agreement, Larson will receive a base salary of $485,000, an initial target bonus of 85% of base salary for 2026, and an initial restricted stock unit grant valued at $8,000,000 under Workiva’s equity plan, along with standard employee benefits and confidentiality, non-solicitation and non-compete covenants.
If she is terminated without cause outside a change in control, she is eligible for one year of base salary and accelerated vesting of equity that would have vested in the following year, subject to a release of claims. If such a termination occurs in connection with a change in control, she is entitled to 18 months of base salary plus target bonus and full accelerated vesting of equity. The company also named CEO Julie Iskow as Interim CFO from December 27, 2025 until Larson’s start date.
A holder of Class A common stock of WK has filed a Rule 144 notice to sell 1,500 shares through Morgan Stanley Smith Barney LLC on the NYSE. The shares have an aggregate market value of $137,160.15, compared with 52,432,466 shares of this class outstanding. The planned sale date is listed as 12/10/2025.
The shares to be sold were acquired as restricted stock vesting under a registered plan, with 800 shares vesting on 01/02/2025 and 700 shares vesting on 06/03/2022, each described as compensation for services rendered.
Michael Hawkins has filed a notice of proposed sale of 12,000 shares of common stock under Rule 144. The planned sale is to be executed through Morgan Stanley Smith Barney LLC on or around 12/04/2025 on the NYSE, with an indicated aggregate market value of $1,105,850.40. The issuer has 52,432,466 shares outstanding, which is a baseline figure for the company’s equity. Hawkins previously acquired 2,374 performance shares and 9,626 restricted shares on 11/07/2025, and in the past three months he sold 12,250 shares of common stock for gross proceeds of $1,130,486.35.
Workiva Inc. director David S. Mulcahy reported a small open-market sale of company stock. On 11/26/2025, he sold 808 shares of Workiva Class A common stock at a weighted-average price of $92.01 per share, with actual sale prices ranging from $92.00 to $92.04. After this transaction, he directly beneficially owned 241,535 shares of Workiva common stock. The filing notes that detailed pricing breakdowns within the reported range are available upon request.
Workiva Inc. (WK)120,000 shares of common stock through broker Charles Schwab on or about 11/25/2025 on the NYSE, with an aggregate market value of $11,114,400. The securities to be sold were acquired over time through IPO purchases and restricted stock unit (RSU) vestings between 2010 and 2024, all from the issuer. The table also notes that 52,432,466 shares of the issuer’s common stock are outstanding; this is a baseline figure, not the amount being sold. By signing the notice, the seller represents that they do not know of any undisclosed material adverse information about the issuer’s current or prospective operations.
Workiva Inc. (WK) — Schedule 13G/A Amendment No. 1 filed by Eminence Capital
Eminence Capital, LP and Ricky C. Sandler reported beneficial ownership of 3,723,546 shares of Workiva Class A common stock, representing 7.1% of the class. The filing lists shared voting and dispositive power over all reported shares and no sole voting or dispositive power. The percentage is based on 52,169,998 shares outstanding as of July 25, 2025, as disclosed in Workiva’s Form 10‑Q for the quarter ended June 30, 2025.
The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control, consistent with a passive Schedule 13G filing. The date of event requiring the filing is September 30, 2025.
Workiva (WK) filed a Form 144 notice for a proposed sale of 78,421 common shares. The shares were acquired via stock option exercise on 11/12/2025 for cash and are proposed to be sold on 11/12/2025 through Morgan Stanley Smith Barney LLC on the NYSE. The filing lists an aggregate market value of $7,294,203.84. Workiva had 52,432,466 shares outstanding. Recent sales disclosed: 50,000 shares on 10/13/2025 for $4,434,375.00 and 40,000 shares on 10/03/2025 for $3,499,992.00.
WK: A holder filed a Form 144 notice to sell up to 12,250 shares of common stock. The filing lists an aggregate market value of $1,130,486.35, with an approximate sale date of 11/11/2025. The intended broker is Morgan Stanley Smith Barney LLC, and the shares are listed on the NYSE.
The shares to be sold were acquired as Restricted Stock on 11/07/2025 from the issuer, in the same 12,250-share amount. The filing also notes 52,432,466 shares outstanding, providing context for the issuer’s capital base.
Workiva Inc. reported third‑quarter results, delivering total revenue of $224.2 million, up from $185.6 million. Subscription and support drove growth at $209.6 million, while professional services were $14.6 million. Gross profit rose to $177.8 million. Operating loss narrowed to $3.4 million, and the company posted net income of $2.8 million versus a loss a year ago.
Cash and cash equivalents were $315.9 million and marketable securities were $540.9 million. Deferred revenue stood at $489.7 million current and $38.8 million non‑current. Cash from operations was $46.2 million for the quarter. The company repurchased $10.0 million of Class A shares in the quarter. Convertible senior notes included $71.0 million due 2026 (classified current) and $695.7 million due 2028 (non‑current).
Operating metrics showed 6,541 customers, gross retention of 97.3%, and net retention of 113.6%. As of October 30, 2025, Class A shares outstanding were 52,432,466 and Class B were 3,695,583.
Workiva Inc. reported via Form 8-K that it issued a press release announcing results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99.1 and incorporated by reference.
The company states the information in this report and its exhibits is not deemed “filed” under the Exchange Act. The press release is titled “Workiva Inc. Announces Third Quarter 2025 Financial Results.”