Every Form 4 that Workiva Inc. (WK) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow WK and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WK filings page.
WORKIVA INC (WK) director Martin J. Vanderploeg reported a restructuring of indirect holdings through bona fide gifts of 60,000 shares of Class B Common Stock on September 15, 2026, moving them from a living trust to an irrevocable family trust for which he serves as investment advisor and an immediate family member is beneficiary. Each Class B share is convertible into one Class A share. After these transfers, indirect holdings through the living trust total 1,141,832 Class B shares and 437,105 Class A shares, and the family trust holds 60,000 Class B shares. He also reports a direct holding of 292,275 Class A shares and a stock option covering 200,204 Class A shares at an exercise price of $12.40 per share expiring January 31, 2027, granted under Workiva’s 2014 Equity Incentive Plan, vesting in three equal annual installments. No Rule 10b5-1 trading plan is indicated.
WORKIVA INC (WK) officer Junko Swain, SVP and Chief Accounting Officer, reported a disposition of 2,151 shares of Class A Common Stock on September 1, 2026. The shares were delivered to Workiva to cover withholding taxes upon vesting of previously granted restricted stock units. After this tax-withholding transaction, Swain directly holds 28,830 shares of Workiva, including 147 shares acquired through the company’s Employee Stock Purchase Plan on July 15, 2026. No Rule 10b5-1 trading plan is reported.
WORKIVA INC (WK) reported that executive officer Brandon Ziegler, EVP, CLO, CAO & Corporate Secretary, sold 6,571 shares of Class A Common Stock on August 20, 2026 in an open-market or private transaction at a weighted-average price of $75.97 per share, with individual sale prices ranging from $75.76 to $76.19.
Following this sale, Ziegler directly holds 126,216 shares of WORKIVA INC Class A Common Stock, which includes 147 shares purchased under the Workiva Inc. Employee Stock Purchase Plan on July 14, 2026.
WORKIVA INC (WK) director Martin J. Vanderploeg reported a bona fide gift of 2,780 shares of Class A Common Stock on August 18, 2026, from an indirect holding "by living trust," leaving 437,105 Class A shares held indirectly. He also reports 292,275 Class A shares held directly.
Indirect derivative holdings include 1,201,832 shares of Class B Common Stock, each convertible into one Class A share. Direct derivative holdings include an employee stock option over 200,204 Class A shares at an exercise price of $12.40 per share, expiring January 31, 2027, vesting in three equal annual installments.
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.
PEEK MARK S reported acquisition or exercise transactions in this Form 4 filing.
Workiva Inc. director Mark S. Peek received a grant of 4,070 shares of Class A Common Stock in the form of restricted stock units under the Workiva Inc. 2014 Equity Incentive Plan. After this award on June 1, 2026, he directly owns 6,070 shares of Workiva stock.
WORKIVA INC director Martin J. Vanderploeg reported routine equity compensation activity. He received a grant of 4,070 restricted stock units of Class A Common Stock at no cost under the Workiva Inc. 2014 Equity Incentive Plan, which will vest in three equal annual installments starting on the first anniversary of the grant date.
To cover withholding taxes on previously granted restricted stock units that vested, 28,942 Class A shares were delivered back to the issuer at $52.83 per share; this is a tax-withholding disposition rather than an open-market sale. After these updates, he continues to hold substantial equity through direct Class A shares, indirect holdings in a living trust, stock options, and Class B shares convertible into Class A.
Workiva Inc. director Suku V. Radia reported an acquisition of Class A Common Stock through a compensation grant. On June 1, 2026, he received 4,070 shares as a grant or award, recorded at $0.00 per share, under the Workiva Inc. 2014 Equity Incentive Plan.
Following this grant, Radia directly held 15,643 shares of Class A Common Stock. A separate entry shows 29,799 shares held indirectly by a trust, indicating additional ownership through that entity. The filing reflects a compensation-related stock award rather than an open-market purchase or sale.
Malik Astha reported acquisition or exercise transactions in this Form 4 filing.
Workiva Inc. reported a new equity award to director Astha Malik. On June 1, 2026, Malik received 4,070 shares of Class A Common Stock as a grant of restricted stock units under the Workiva Inc. 2014 Equity Incentive Plan, at a stated price of $0.00 per share.
Following this compensation-related grant, Malik directly holds 7,288 shares of Workiva Class A Common Stock. The filing does not reflect any open-market buying or selling, only a stock-based award to a board member.
Herren Richard Scott reported acquisition or exercise transactions in this Form 4 filing.
Workiva Inc. director Richard Scott Herren received an equity award of 4,070 shares of Class A Common Stock. The shares were granted as restricted stock units under the Workiva Inc. 2014 Equity Incentive Plan at no cash cost to him. Following this award, his directly held stake increased to 4,947 shares, reflecting routine stock-based compensation rather than an open-market purchase or sale.
Herz Robert H reported acquisition or exercise transactions in this Form 4 filing.
WORKIVA INC director Robert H. Herz received a grant of 4,070 restricted stock units of Class A Common Stock at no cost, issued under the Workiva Inc. 2014 Equity Incentive Plan. This is a compensation-related award, not an open-market purchase.
Following this grant, Herz holds 38,872 shares of Class A Common Stock directly, and 36,809 shares are held indirectly by a trust. The filing does not show any open-market buying or selling activity, only the new equity award and an updated report of existing indirect holdings.
CROW MICHAEL M reported acquisition or exercise transactions in this Form 4 filing.
Workiva Inc. director Michael M. Crow reported a compensation-related stock grant and updated holdings. He received 4,070 shares of Class A Common Stock as a grant or award at a reported price of $0.0000 per share, pursuant to the Workiva Inc. 2014 Equity Incentive Plan.
After this grant, Crow directly holds 7,288 shares of Class A Common Stock. A separate entry shows 46,332 shares of Class A Common Stock held indirectly through a family trust, reflecting indirect ownership rather than a market transaction.
Workiva Inc. director Robert H. Herz reported an open-market sale of 1,000 shares of Class A Common Stock. The shares were sold at a price of $49.69 per share on May 29, 2026. After this transaction, he directly holds 34,802 shares and indirectly holds 36,809 shares through a trust.
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.
Workiva Inc. director Richard Scott Herren reported an equity award of Class A common stock. He acquired 877 shares on a grant basis at a stated price of $0.00 per share. The award was in the form of restricted stock units granted under the Workiva Inc. 2014 Equity Incentive Plan (as Amended and Restated May 30, 2024).
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.
Swain Junko reported multiple insider transaction types in a Form 4 filing for WK. The filing lists transactions totaling 1,145 shares at a weighted average price of $64.95 per share. Following the reported transactions, holdings were 30,834 shares.
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.
Workiva Inc.’s President & CEO, Julie Iskow, reported equity compensation activity involving performance-based stock units. On February 11, 2026, she acquired 13,135, 20,972, and 14,390 Class A shares at $0 per share as performance restricted stock units vested for the 2023–2025, 2024–2025, and 2025 performance periods.
The filing notes these PSUs were certified by the Compensation Committee at 162.5%, 200%, and 100% of target, respectively. In a separate transaction, 26,166 shares were delivered back to Workiva at $64.95 per share to cover withholding taxes, leaving Iskow with 468,801 directly owned shares. Additional PSUs may vest in future years if employment continues and annual revenue growth rate goals are achieved.
Workiva Inc. insider Junko Swain, SVP and Chief Accounting Officer, reported a small share disposition related to taxes. On 02/03/2026, Swain transferred 650 shares of Workiva Class A common stock at $72 per share. According to the footnote, these shares were delivered back to Workiva to pay withholding taxes due when previously granted restricted stock units vested. After this tax-related transaction, Swain directly owned 30,437 shares of Workiva Class A common stock.
Workiva Inc. executive Brandon Ziegler, EVP, CLO, CAO & Corporate Secretary, reported an automatic share withholding related to equity compensation. On 02/03/2026, 4,531 shares of Class A common stock were delivered to Workiva at $72 per share to cover withholding taxes due upon vesting of previously granted restricted stock units.
After this tax-withholding transaction, Ziegler beneficially owned 124,273 shares of Workiva Class A common stock in direct ownership.
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.
Workiva Inc. executive Junko Swain reported routine equity compensation transactions. On 02/01/2026, she delivered 618 shares of Class A common stock at $77.02 to Workiva to cover withholding taxes due on previously granted restricted stock units that vested. On 02/02/2026, she received a grant of 6,859 restricted stock units of Class A common stock at $76.54 under the 2014 Equity Incentive Plan, which vest in four equal annual installments starting on the first anniversary of the grant date.
Following these transactions, Swain directly beneficially owned 31,087 shares of Workiva Class A common stock, including 185 shares purchased under the Workiva Employee Stock Purchase Plan on January 14, 2025.
Workiva Inc. executive Brandon Ziegler reported two equity-related transactions in Class A common stock. On February 1, 2026, he delivered 8,838 shares to Workiva at $77.02 per share to cover withholding taxes due on previously vested restricted stock units.
On February 2, 2026, he received a grant of 33,839 restricted stock units at $76.54 per share under Workiva’s 2014 Equity Incentive Plan. These units vest in three equal annual installments starting on the first anniversary of the grant. Following these transactions, he directly beneficially owned 128,804 shares of Class A common stock, including shares acquired through the company’s employee stock purchase plan.
Workiva Inc. reported that EVP, CFO & Treasurer Barbara A. Larson received an equity grant covering 141,103 shares of Class A common stock on 02/02/2026. The award consists of 104,521 restricted stock units granted in connection with her hiring under her employment agreement and 36,582 restricted stock units granted under the company’s annual grant procedures, all pursuant to the 2014 Equity Incentive Plan. These restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date, and following this grant she beneficially owns 141,103 shares directly.
Workiva Inc. President & CEO Julie Iskow reported equity transactions in Class A common stock. On February 2, 2026, she received 128,038 restricted stock units at $76.54 per share under the 2014 Equity Incentive Plan, which vest in three equal annual installments starting one year after the grant.
On February 1, 2026, 23,460 shares were delivered to Workiva at $77.02 per share to cover withholding taxes due on previously granted restricted stock units that vested. After these transactions, Iskow directly beneficially owned 464,585 shares of Workiva Class A common stock.
Workiva Inc. director Martin J. Vanderploeg reported several equity-related moves involving his holdings and related trusts. On February 1, 2026, 560 shares of Class A common stock were delivered to the company at $77.02 per share to cover withholding taxes on previously vested restricted stock units. After this, he held 317,147 Class A shares directly and 439,885 Class A shares indirectly through a living trust.
On January 21, 2026, entities associated with him transferred 491,270 Class B common shares from a charitable remainder trust, which then held none, to a living trust, which then held 1,201,832 Class B shares. Each Class B share is convertible into one Class A share under specified conditions. He also holds an employee stock option for 200,204 Class A shares at an exercise price of $12.40 per share, expiring January 31, 2027.
Workiva Inc. director reports stock sale. A Workiva Inc. (WK) director filed a Form 4 disclosing the sale of 1,162 shares of Class A common stock on 12/10/2025. The transaction was coded as an “S” sale at a price of $91.5 per share. After this trade, the reporting person beneficially owns 240,373 shares of Workiva Class A common stock in direct ownership. The filing is identified as being made by a single reporting person and is signed by an attorney-in-fact on behalf of the director.
Workiva Inc. director reports small stock sale
A director of Workiva Inc. (Class A Common Stock) reported selling 1,500 shares on 12/10/2025 at a price of $91.44 per share. After this transaction, the director held 35,802 Class A shares directly and 36,809 Class A shares indirectly through a trust. The filing is a routine disclosure of insider trading activity required under securities regulations.
Workiva Inc. director David S. Mulcahy reported a small open-market sale of company stock. On 11/26/2025, he sold 808 shares of Workiva Class A common stock at a weighted-average price of $92.01 per share, with actual sale prices ranging from $92.00 to $92.04. After this transaction, he directly beneficially owned 241,535 shares of Workiva common stock. The filing notes that detailed pricing breakdowns within the reported range are available upon request.