Workiva CEO uses shares for RSU tax withholding

Workiva Inc. President & CEO Julie Iskow reported a tax-withholding share disposition tied to equity compensation.

Accepted by SEC EDGAR 04/06/2026 - 04:06 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Workiva Inc. President & CEO Julie Iskow reported a tax-withholding share disposition tied to equity compensation. On this Form 4, 7,578 shares of Class A Common Stock were delivered back to the company at $60.00 per share to cover withholding taxes due upon the vesting of previously granted restricted stock units. After this non-market transaction, Iskow directly holds 460,530 shares, indicating she retains a substantial equity position despite the routine tax-related share surrender.

Insider Trade Summary

Exercise Price or Tax Liability: 7,578 shares

Exercise Price or Tax Liability 1 txn

Insider Iskow Julie

Role President & CEO

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Class A Common Stock	7,578	$60.00	$455K

Holdings After Transaction: Class A Common Stock — 460,530 shares (Direct)

Footnotes (1)

1. F1. Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Key Figures

Tax-withholding shares: 7,578 shares Per-share value: $60.00 per share Shares held after transaction: 460,530 shares

3 metrics

Tax-withholding shares 7,578 shares Shares delivered to issuer for RSU withholding taxes

Per-share value $60.00 per share Value applied to shares used for tax withholding

Shares held after transaction 460,530 shares Direct holdings of Julie Iskow following tax-withholding disposition

Key Terms

restricted stock units, withholding taxes, tax-withholding disposition, Class A Common Stock

4 terms

restricted stock units financial

"withholding taxes due upon the vesting of restricted stock units previously granted"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

withholding taxes financial

"Shares delivered to the issuer for payment of withholding taxes due"

Withholding taxes are amounts a payer or government takes out of payments — such as wages, interest, or dividends — before the recipient gets the money, functioning like a cashier keeping part of a bill to pay taxes on your behalf. For investors this matters because it reduces the cash they actually receive, affects net returns and yield calculations, and may require additional paperwork or treaty claims to recover or offset the withheld amount against final tax bills.

tax-withholding disposition financial

"transaction_action: "tax-withholding disposition""

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Class A Common Stock financial

"security_title: "Class A Common Stock""

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

FAQ

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

What insider transaction did Workiva (WK) CEO Julie Iskow report on this Form 4?

Julie Iskow reported a tax-related share disposition, not an open-market trade. She delivered 7,578 shares of Class A Common Stock to Workiva at $60.00 per share to cover withholding taxes from vesting restricted stock units granted earlier.

Was the Workiva (WK) CEO’s Form 4 transaction a stock sale in the open market?

No, this Form 4 reflects a tax-withholding disposition, not a market sale. Shares were surrendered to Workiva to pay withholding taxes owed upon vesting restricted stock units, using shares rather than cash for the tax obligation.

How many Workiva (WK) shares were used for Julie Iskow’s tax withholding?

A total of 7,578 shares of Workiva Class A Common Stock were delivered to the company. These shares satisfied withholding taxes due when previously granted restricted stock units vested, according to the transaction details and accompanying footnote disclosure.

At what price were the Workiva (WK) shares valued for the CEO’s tax-withholding transaction?

The shares used for tax withholding were valued at $60.00 per share. This per-share value is disclosed in the Form 4 transaction details and applies to the 7,578 shares delivered to Workiva to satisfy the withholding tax obligation.

How many Workiva (WK) shares does CEO Julie Iskow hold after this Form 4 transaction?

Following the tax-withholding disposition, Julie Iskow directly holds 460,530 shares of Workiva Class A Common Stock. This figure, reported in the filing, shows her remaining equity position after using 7,578 shares to cover vesting-related tax obligations.

What triggered the tax-withholding share disposition reported by Workiva (WK) CEO Julie Iskow?

The disposition was triggered by the vesting of previously granted restricted stock units. When those units vested, withholding taxes became due, and Iskow delivered 7,578 shares back to Workiva instead of paying the tax obligation entirely in cash.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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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 IOWA 50010

(City) (State) (Zip)

UNITED STATES

(Country)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/03/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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	04/03/2026		F(1)		7,578	D	$60	460,530	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. 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	04/06/2026
	** 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.
* Form 4: SEC 1474 (03-26)