Workiva (WK) CEO logs PSU-based stock award and tax share withholdings

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(High)

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(Neutral)

Form Type

Rhea-AI Filing Summary

Workiva Inc. President & CEO Julie Iskow reported a mix of equity compensation activity in Class A common stock. She acquired 4,092 shares at no cost through performance restricted stock units that were earned and vested at 200% of target for the 2024-2025 performance period.

To cover withholding taxes on these newly vested PSUs and previously granted restricted stock units, 2,208 shares and 2,577 shares were delivered back to Workiva, both at a reference price of $61.58 per share. After these transactions, Iskow directly owns 468,108 shares of Workiva Class A common stock.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider Iskow Julie

Role President & CEO

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	4,092	$0.00	--
Tax Withholding	Class A Common Stock	2,208	$61.58	$136K
Tax Withholding	Class A Common Stock	2,577	$61.58	$159K

Holdings After Transaction: Class A Common Stock — 472,893 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, 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. Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted. Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Form 4 Insider Transactions: What Each Field Means →

03/03/2026 - 04:17 PM

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
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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

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)
03/01/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A Common Stock	03/01/2026		A		4,092⁽¹⁾	A	$0	472,893	D
Class A Common Stock	03/01/2026		F⁽²⁾		2,208	D	$61.58	470,685	D
Class A Common Stock	03/01/2026		F⁽³⁾		2,577	D	$61.58	468,108	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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, 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.

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

3. Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Remarks:

	/s/ Brandon E. Ziegler as attorney-in-fact for Julie Iskow	03/03/2026
	** 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 (WK) CEO Julie Iskow report?

Julie Iskow reported a stock award and related tax transactions. She received 4,092 Workiva shares from vested performance restricted stock units and delivered 4,785 shares back to the company to satisfy withholding taxes on vested PSUs and restricted stock units.

How many Workiva (WK) shares did the CEO acquire through awards?

Julie Iskow acquired 4,092 shares of Workiva Class A common stock at no cost. These shares came from performance restricted stock units that were certified and vested at 200% of target for the 2024-2025 performance period under her equity compensation plan.

Were any of the Workiva (WK) CEO’s reported transactions open-market sales?

The reported dispositions were not open-market sales. A total of 2,208 and 2,577 shares were delivered back to Workiva solely to pay withholding taxes due on the vesting of previously granted performance restricted stock units and restricted stock units.

What performance outcome triggered the Workiva (WK) CEO’s PSU vesting?

The performance restricted stock units vested after the compensation committee certified results. The PSUs tied to Julie Iskow’s award were earned and vested at 200% of the target level for the 2024-2025 performance period, reflecting above-target performance against preset goals.

How many Workiva (WK) shares does the CEO own after these transactions?

After the award and tax-withholding dispositions, Julie Iskow directly holds 468,108 shares of Workiva Class A common stock. This figure reflects the net result of receiving 4,092 vested shares and delivering 4,785 shares back to the company to cover related tax obligations.

Do these Workiva (WK) insider transactions indicate a change in CEO compensation structure?

The transactions reflect ongoing equity compensation rather than a new structure. They involve performance restricted stock units and restricted stock units previously granted under existing plans, which vested based on performance certification and time, with shares withheld to cover tax liabilities.