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.
This page provides access to Workiva Inc. (NYSE: WK) SEC filings, along with AI-powered tools that help explain the information contained in each document. Workiva is a cloud-native, AI-powered software platform focused on transparency, accountability, and trust in reporting and compliance, and its own filings offer insight into how the company operates and reports its results.
Investors can review annual reports on Form 10-K and quarterly reports on Form 10-Q for details on Workiva’s business, risk factors, financial statements, and segment information, including the breakdown between subscription and support revenue and professional services revenue. These core filings also discuss key operating metrics, non-GAAP financial measures, and the company’s use of a subscription-based business model.
Current reports on Form 8-K document material events such as quarterly earnings announcements and leadership changes. For example, recent 8-K filings reference the release of second and third quarter financial results and the appointment of a new Executive Vice President, Chief Financial Officer and Treasurer, as well as an interim CFO during a transition period. These filings help readers track changes in Workiva’s executive team and ongoing financial performance.
Users can also monitor proxy statements and related governance documents, which describe board composition, committees, and executive compensation, as well as any equity incentive or employment agreements referenced in exhibits. Insider transaction reports on Form 4, when available, allow investors to see purchases, sales, and equity grants involving Workiva’s officers and directors.
Stock Titan enhances these filings with AI-generated summaries that highlight important sections, explain technical language, and surface items that may be relevant to shareholders, analysts, and other stakeholders who follow Workiva’s reporting and compliance-focused software business.
Workiva Inc. reported several Board changes. David S. Mulcahy, a Class I director and Lead Independent Director, resigned effective immediately, with the company stating his decision was not related to any disagreement over operations, policies or practices. The Board appointed Suku Radia as the new Lead Independent Director.
The Board approved expanding its size to eight members as of June 1, 2026, and elected R. Scott Herren as a Class III director effective March 1, 2026, and Mark S. Peek as a Class I director effective June 1, 2026. Both will receive standard non‑employee director compensation and enter into Workiva’s customary indemnification agreements. Their appointments were also announced in a press release furnished as an exhibit.
Workiva Inc. executive Barbara A. Larson filed an initial ownership report showing no current holdings of the company’s Class A common stock. The Form 3 identifies her as Executive Vice President, Chief Financial Officer and Treasurer of Workiva Inc. and indicates that she beneficially owns 0 shares of Class A common stock in direct ownership. This filing establishes her baseline reported position as an officer under insider reporting rules.
Workiva shareholder Matthew Rizai filed a notice to sell 30,364 common shares under Rule 144. The planned sale is through Merrill Lynch in West Des Moines, Iowa, with an aggregate market value of 2,429,120 and will take place on 01/21/2026 on the NYSE. The issuer has 52,432,466 common shares outstanding.
Rizai previously acquired 293,468 common shares on 09/07/2017 and 2,077,058 shares on 12/12/2014 for cash directly from the issuer. During the past three months he sold 25,616, 60,000 and 78,421 common shares on 01/02/2026, 12/17/2025 and 11/12/2025, generating gross proceeds of 2,131,927, 5,307,828 and 7,294,203.
Workiva insider plans another share sale under SEC Rule 144. A shareholder intends to sell 25,980 shares of common stock through Merrill Lynch on or about 01/02/2026 on the NYSE, with an aggregate market value of $2,250,000. The filing notes that 52,432,466 shares of the issuer’s common stock were outstanding.
The securities to be sold were originally acquired for cash from the issuer on 09/07/2017, totaling 293,468 shares at that time. Over the prior three months, the same seller, Matthew Rizai, reported multiple sales of common stock, including 60,000 shares for $5,307,828 on 12/17/2025, 78,421 shares for $7,294,203 on 11/12/2025, 50,000 shares for $4,434,375 on 10/13/2025, and 40,000 shares for $3,499,992 on 10/03/2025.
WK reports that Matthew Rizai has filed a notice under Rule 144 to sell 60,000 shares of common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of 5,307,828.00, around 12/17/2025 on the NYSE. The issuer lists 52,432,466 common shares outstanding.
The 60,000 shares to be sold were acquired on 12/17/2025 via a stock option exercise from the issuer, paid in cash. In the past three months, Matthew Rizai has sold 78,421 common shares for gross proceeds of 7,294,203.84, 50,000 shares for 4,434,375.00, and 40,000 shares for 3,499,992.00. He represents that he does not know any material adverse information about the issuer that has not been publicly disclosed.
Workiva Inc. director reports stock sale. A Workiva Inc. (WK) director filed a Form 4 disclosing the sale of 1,162 shares of Class A common stock on 12/10/2025. The transaction was coded as an “S” sale at a price of $91.5 per share. After this trade, the reporting person beneficially owns 240,373 shares of Workiva Class A common stock in direct ownership. The filing is identified as being made by a single reporting person and is signed by an attorney-in-fact on behalf of the director.
Workiva Inc. director reports small stock sale
A director of Workiva Inc. (Class A Common Stock) reported selling 1,500 shares on 12/10/2025 at a price of $91.44 per share. After this transaction, the director held 35,802 Class A shares directly and 36,809 Class A shares indirectly through a trust. The filing is a routine disclosure of insider trading activity required under securities regulations.
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.
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