STOCK TITAN

Workiva (NYSE: WK) director sells 1,500 Class A shares at $51.23

Filing Impact
(Neutral)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Workiva director Robert H. Herz reported an open-market sale of 1,500 shares of Class A Common Stock at $51.23 per share on June 4, 2026. After this sale, he directly holds 37,372 shares and has an additional 36,809 shares held indirectly through a trust.

Positive

  • None.

Negative

  • None.
Insider Herz Robert H
Role null
Sold 1,500 shs ($77K)
Type Security Shares Price Value
Sale Class A Common Stock 1,500 $51.23 $77K
holding Class A Common Stock -- -- --
Holdings After Transaction: Class A Common Stock — 37,372 shares (Direct, null); Class A Common Stock — 36,809 shares (Indirect, By Trust)
Footnotes (1)
Shares sold 1,500 shares Open-market sale on June 4, 2026
Sale price $51.23 per share Class A Common Stock sale
Direct holdings after sale 37,372 shares Class A Common Stock directly owned post-transaction
Indirect trust holdings 36,809 shares Class A Common Stock held indirectly by trust
Net shares sold 1,500 shares Net buy/sell direction is net-sell
open-market sale financial
"reported an open-market sale of 1,500 shares of Class A Common Stock"
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
Class A Common Stock financial
"1,500 shares of Class A Common Stock at $51.23 per share"
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.
indirect ownership financial
"an additional 36,809 shares held indirectly through a trust"
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SEC Form 4
FORM 4UNITED 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*
Herz Robert H

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/04/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Class A Common Stock06/04/2026S1,500D$51.2337,372D
Class A Common Stock36,809IBy Trust
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
Remarks:
/s/ Brandon E. Ziegler as attorney-in-fact for Robert H. Herz06/08/2026
** Signature of Reporting PersonDate
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)

FAQ

What insider transaction did Workiva (WK) disclose for Robert H. Herz?

Workiva disclosed that director Robert H. Herz sold 1,500 shares of Class A Common Stock in an open-market transaction. The sale occurred on June 4, 2026, and was reported on a Form 4 insider trading filing with the SEC.

At what price did the Workiva (WK) director sell his shares?

Robert H. Herz sold 1,500 Workiva Class A shares at $51.23 per share. This price reflects the average sale price reported for the open-market transaction executed on June 4, 2026, according to the Form 4 filing.

How many Workiva (WK) shares does Robert H. Herz hold after the sale?

After the sale, Robert H. Herz directly holds 37,372 shares of Workiva Class A Common Stock. In addition, a separate entry shows 36,809 shares held indirectly by a trust associated with him, as reported in the Form 4.

Is the Workiva (WK) director’s transaction a buy or sell?

The transaction is a sale of shares. Robert H. Herz executed an open-market sale of 1,500 shares of Workiva Class A Common Stock, as indicated by the “S” transaction code and “open-market sale” description on the Form 4.

How significant is the 1,500-share sale for Workiva (WK) director holdings?

The 1,500-share sale is relatively small compared with Robert H. Herz’s remaining position. He continues to hold 37,372 shares directly, plus 36,809 shares indirectly through a trust, suggesting the transaction represents only a minor portion of his total holdings.

Does the Workiva (WK) Form 4 show any option exercises or derivatives?

The Form 4 does not report any derivative security transactions or option exercises for Robert H. Herz. It shows one open-market sale of common stock and a separate holding entry for shares owned indirectly through a trust.