Workiva CEO reports PSU vesting and tax withholding

Workiva Inc.’s President & CEO, Julie Iskow, reported equity compensation activity involving performance-based stock units.

Rhea-AI Filing Summary

Workiva Inc.’s President & CEO, Julie Iskow, reported equity compensation activity involving performance-based stock units. On February 11, 2026, she acquired 13,135, 20,972, and 14,390 Class A shares at $0 per share as performance restricted stock units vested for the 2023–2025, 2024–2025, and 2025 performance periods.

The filing notes these PSUs were certified by the Compensation Committee at 162.5%, 200%, and 100% of target, respectively. In a separate transaction, 26,166 shares were delivered back to Workiva at $64.95 per share to cover withholding taxes, leaving Iskow with 468,801 directly owned shares. Additional PSUs may vest in future years if employment continues and annual revenue growth rate goals are achieved.

Insider Trade Summary

4 transactions reported

Mixed 4 txns

Insider Iskow Julie

Role President & CEO

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	13,135	$0.00	$0.00
Grant/Award	Class A Common Stock	20,972	$0.00	$0.00
Grant/Award	Class A Common Stock	14,390	$0.00	$0.00
Exercise Price or Tax Liability	Class A Common Stock	26,166	$64.95	$1.70M

Holdings After Transaction: Class A Common Stock — 468,801 shares (Direct)

Footnotes (4)

1. F1. Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2023. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 162.5% of the target for the 2023-2025 performance period. These PSUs became fully vested upon certification by the Compensation Committee.
2. F2. Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2024. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 200% of the target for the 2024-2025 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar year in the three-year performance period.
3. F3. Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 3, 2025. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 100% of the target for the 2025 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar years in the three-year performance period.
4. F4. Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Workiva (WK) CEO Julie Iskow report?

Julie Iskow reported vesting of performance stock units that delivered new Class A shares to her on February 11, 2026. She also transferred shares back to Workiva to cover withholding taxes, as detailed in the Form 4 filing’s transactions and footnotes.

How many Workiva (WK) shares did Julie Iskow acquire from PSU vesting?

Julie Iskow acquired 13,135, 20,972, and 14,390 Class A shares as performance restricted stock units vested. These awards relate to the 2023–2025, 2024–2025, and 2025 performance periods and were settled at no cash cost per share to Iskow.

Why did Julie Iskow dispose of 26,166 Workiva (WK) shares?

The 26,166 Class A shares were delivered to Workiva to pay withholding taxes due on vested performance stock units. The Form 4 labels this as a tax-withholding disposition at $64.95 per share, not as an open-market sale by the CEO.

What performance levels did Workiva (WK) PSUs for Julie Iskow achieve?

The filing states PSUs granted in 2023 vested at 162.5% of target, 2024 grants vested at 200% of target, and 2025 grants vested at 100%. These vesting levels followed Compensation Committee certification of performance conditions for the respective periods.

Will Julie Iskow receive additional Workiva (WK) PSU shares in the future?

Additional PSUs may vest for awards granted in 2024 and 2025 after remaining calendar years in their three-year performance periods. Future vesting depends on Julie Iskow’s continued employment and achieving specified annual revenue growth rate goals, according to the footnotes.

How many Workiva (WK) shares does Julie Iskow own after these transactions?

Following the reported acquisitions and tax-withholding disposition, Julie Iskow directly owns 468,801 shares of Workiva Class A common stock. This figure appears in the Form 4 as the amount beneficially owned after the February 11, 2026 transactions.

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Accepted by SEC EDGAR 02/13/2026 - 04:13 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Iskow Julie

(Last) (First) (Middle)

2900 UNIVERSITY BOULEVARD

(Street)

AMES IA 50010

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
WORKIVA INC [ WK ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President & CEO

3. Date of Earliest Transaction (Month/Day/Year)
02/11/2026

4. 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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	02/11/2026		A		13,135(1)	A	$0	459,605	D
Class A Common Stock	02/11/2026		A		20,972(2)	A	$0	480,577	D
Class A Common Stock	02/11/2026		A		14,390(3)	A	$0	494,967	D
Class A Common Stock	02/11/2026		F(4)		26,166	D	$64.95	468,801	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2023. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 162.5% of the target for the 2023-2025 performance period. These PSUs became fully vested upon certification by the Compensation Committee.

2. Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2024. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 200% of the target for the 2024-2025 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar year in the three-year performance period.

3. Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 3, 2025. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 100% of the target for the 2025 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar years in the three-year performance period.

4. Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted.

Remarks:

	/s/ Brandon E. Ziegler as attorney-in-fact for Julie Iskow	02/13/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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