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Workiva Inc (WK) EVP Ziegler reports PSU vesting and tax share delivery

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Workiva Inc executive Brandon Ziegler, EVP, CLO, CAO & Corporate Secretary, reported several equity award transactions in Class A common stock. On February 11, 2026, he acquired 5,954, 7,340, and 3,803 shares at $0 per share through performance restricted stock units (PSUs) granted in 2023, 2024, and 2025.

The Compensation Committee certified that these PSU grants vested at 162.5%, 200%, and 100% of target for their respective performance periods, with portions subject to continued employment and future revenue growth goals. In a separate transaction coded F, 8,730 shares were delivered at $64.95 per share to cover withholding taxes, leaving him with 132,640 directly owned shares.

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Insider Ziegler Brandon
Role EVP, CLO, CAO & Corp Secretary
Type Security Shares Price Value
Grant/Award Class A Common Stock 5,954 $0.00 --
Grant/Award Class A Common Stock 7,340 $0.00 --
Grant/Award Class A Common Stock 3,803 $0.00 --
Tax Withholding Class A Common Stock 8,730 $64.95 $567K
Holdings After Transaction: Class A Common Stock — 130,227 shares (Direct)
Footnotes (1)
  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.
Form 4 Insider Transactions: What Each Field Means →
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*
Ziegler Brandon
(Last) (First) (Middle)
2900 UNIVERSITY BLVD.
(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)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, CLO, CAO & Corp Secretary
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 5,954(1) A $0 130,227 D
Class A Common Stock 02/11/2026 A 7,340(2) A $0 137,567 D
Class A Common Stock 02/11/2026 A 3,803(3) A $0 141,370 D
Class A Common Stock 02/11/2026 F(4) 8,730 D $64.95 132,640 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 02/13/2026
** 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 4 (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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did Workiva Inc (WK) report for Brandon Ziegler?

Brandon Ziegler reported multiple equity award transactions in Workiva Class A common stock on February 11, 2026. He received three PSU-related share deliveries and had shares withheld to cover taxes, ending with 132,640 directly owned shares after these transactions.

How many Workiva (WK) shares did Brandon Ziegler acquire through PSUs?

On February 11, 2026, Brandon Ziegler acquired 5,954, 7,340, and 3,803 Workiva Class A shares via earned performance restricted stock units. These came from PSU grants made in 2023, 2024, and 2025 that vested upon Compensation Committee certification of performance conditions.

Why were some of Brandon Ziegler’s Workiva (WK) shares disposed of in this Form 4?

The Form 4 shows 8,730 Class A shares disposed of under transaction code F at $64.95 per share. According to the footnotes, these shares were delivered back to Workiva to satisfy withholding tax obligations from the vesting of previously granted performance stock units.

What performance outcomes triggered PSU vesting for Workiva (WK) executive Brandon Ziegler?

The PSUs granted to Brandon Ziegler vested after the Compensation Committee certified performance results. The 2023 grant vested at 162.5% of target, the 2024 grant at 200% of target, and the 2025 grant at 100% of target for their respective performance periods.

Are additional PSU shares for Workiva (WK) executive Brandon Ziegler expected to vest?

Future vesting is possible under the 2024 and 2025 PSU awards. Footnotes state additional PSUs may vest after remaining calendar years in their three-year performance periods, subject to continued employment and achievement of specified annual revenue growth rate goals.

What is Brandon Ziegler’s role at Workiva Inc (WK) according to the Form 4?

The Form 4 identifies Brandon Ziegler as an officer of Workiva Inc, serving as Executive Vice President, Chief Legal Officer, Chief Accounting Officer, and Corporate Secretary. The filing notes that the report is filed by one reporting person, not a group.