Workiva CEO covers taxes with 18,115 share transfer

Workiva Inc. President and CEO Julie Iskow reported an automatic share disposition related to equity compensation.

Accepted by SEC EDGAR 02/04/2026 - 04:26 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Workiva Inc. President and CEO Julie Iskow reported an automatic share disposition related to equity compensation. On February 3, 2026, 18,115 shares of Class A common stock were delivered back to Workiva at $72 per share to cover withholding taxes due on previously granted restricted stock units that vested.

After this tax-withholding transaction, Iskow beneficially owned 446,470 shares of Workiva Class A common stock in direct form.

Insider Trade Summary

Exercise Price or Tax Liability: 18,115 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	18,115	$72.00	$1.30M

Holdings After Transaction: Class A Common Stock — 446,470 shares (Direct)

Footnotes (1)

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

FAQ

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

What insider transaction did Workiva (WK) report for Julie Iskow?

Workiva reported that President and CEO Julie Iskow delivered 18,115 Class A common shares to the company. The transfer on February 3, 2026, was to satisfy withholding taxes due on the vesting of previously granted restricted stock units.

Was the Workiva CEO’s Form 4 transaction an open-market stock sale?

No, the Form 4 shows no open-market sale. The 18,115 Workiva Class A shares were delivered back to the issuer solely to pay withholding taxes owed upon the vesting of previously granted restricted stock units, rather than being sold in the market.

How many Workiva shares does CEO Julie Iskow own after this transaction?

After the February 3, 2026 tax-withholding share delivery, Julie Iskow beneficially owns 446,470 shares of Workiva Class A common stock. The Form 4 reports these shares as held directly following the completion of the reported transaction.

What price per share was used for the Workiva CEO’s tax-withholding shares?

The transaction used a price of $72.00 per share for the 18,115 Workiva Class A shares delivered. This price is shown on the Form 4 and applies only to the tax-withholding share transfer, not to any open-market purchase or sale.

What does transaction code “F” mean in the Workiva CEO’s Form 4?

Transaction code “F” on the Form 4 indicates shares were disposed of to satisfy tax withholding obligations. In this case, 18,115 Workiva Class A shares were delivered to the issuer to cover withholding taxes on vesting restricted stock units previously granted to Julie Iskow.

Is Julie Iskow a major insider at Workiva (WK)?

Yes, Julie Iskow is a major insider at Workiva. The Form 4 lists her as both a director and an officer, with the title President & CEO. However, she is not reported as a 10% owner in this specific insider filing.

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 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)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President & CEO

3. Date of Earliest Transaction (Month/Day/Year)
02/03/2026

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	02/03/2026		F(1)		18,115	D	$72	446,470	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 the 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	02/04/2026
	** 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.