Workiva (WK) CEO Julie Iskow reports PSU vesting and tax share withholding
Filing Impact
Filing Sentiment
Form Type
4
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.
Positive
- None.
Negative
- None.
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 | -- |
| Grant/Award | Class A Common Stock | 20,972 | $0.00 | -- |
| Grant/Award | Class A Common Stock | 14,390 | $0.00 | -- |
| Tax Withholding | Class A Common Stock | 26,166 | $64.95 | $1.70M |
Holdings After Transaction:
Class A Common Stock — 459,605 shares (Direct)
Footnotes (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. 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. 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. Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted.
FAQ
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.
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.