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Workiva (WK) CFO Barbara Larson reports zero Class A share ownership

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
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hours per response: 0.5
1. Name and Address of Reporting Person*
Larson Barbara A

(Last) (First) (Middle)
2900 UNIVERSITY BLVD.

(Street)
AMES IA 50010

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
01/20/2026
3. Issuer Name and Ticker or Trading Symbol
WORKIVA INC [ WK ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, CFO & Treasurer
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Class A Common Stock 0 D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
/s/ Brandon E. Ziegler as attorney-in-fact for Barbara A. Larson 01/22/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does Workiva (WK) executive Barbara A. Larson report owning in this Form 3?

She reports beneficial ownership of 0 shares of Workiva Inc. Class A common stock, held in direct ownership.

What is Barbara A. Larson’s role at Workiva Inc. (WK)?

Barbara A. Larson is reported as an Officer of Workiva Inc., with the title EVP, CFO & Treasurer.

What is the event date for this Workiva (WK) Form 3 filing?

The date of the event requiring the statement is listed as 01/20/2026.

Is Barbara A. Larson a director or 10% owner of Workiva Inc. (WK)?

She is identified as an officer but not marked as a director or 10% owner in this filing.

Does this Workiva (WK) Form 3 show any derivative securities for Barbara A. Larson?

No. The table for derivative securities appears without any positions listed for derivative securities beneficially owned.

Is this Workiva (WK) insider filing made by a single reporting person?

Yes. The Form 3 is marked as Form filed by One Reporting Person, referring to Barbara A. Larson.
Workiva Inc

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