Workiva Inc. SEC filings document operating results for its AI-powered platform, including subscription and support revenue, professional services revenue, GAAP and non-GAAP measures, cash flow metrics and revenue outlook. Current reports on Form 8-K also record capital allocation items such as Class A common stock repurchases and material-event disclosures.
Governance filings include definitive proxy materials covering board matters, executive compensation and equity awards, along with 8-K disclosures on director changes, officer appointments, compensatory arrangements and changes involving the independent registered public accounting firm.
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. reported results of its annual stockholder meeting, including approval of changes to its long‑term incentive plan and director elections. Stockholders approved an amendment and restatement of the 2014 Equity Incentive Plan, increasing the total shares authorized under the plan from 17,760,000 to 21,660,000, so an additional 3,900,000 Class A shares may be issued as equity awards. Three Class III directors—Michael M. Crow, Ph.D., R. Scott Herren, and Julie Iskow—were elected to terms expiring at the 2029 annual meeting. Stockholders also gave advisory approval to the compensation of named executive officers.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice to sell 1,000 shares of Class A Common stock. The filing references restricted stock vesting under a registered plan on 02/17/2026 and lists Services Rendered as the vesting reason.
The Form 144 shows brokerage information for Morgan Stanley Smith Barney LLC at New York Plaza and an execution/filing date of 05/29/2026. The notice identifies the securities as listed on NYSE.
Workiva Inc. Schedule 13G/A reports that Eminence Capital, LP and Ricky C. Sandler together beneficially own 2,519,889 shares of Class A Common Stock, representing 4.8% of the class based on 52,798,288 shares outstanding as of March 31, 2026. The filing states shared voting and dispositive power over these shares through Eminence-managed funds and separately managed accounts.
Workiva Inc. changed its independent auditor, moving from Ernst & Young LLP (EY) to Grant Thornton LLP (GT). The Audit Committee approved EY’s dismissal on April 30, 2026, effective after EY completes the review of the March 31, 2026 quarter and the related Form 10‑Q filing.
EY’s reports on Workiva’s financial statements for the fiscal years ended December 31, 2025 and December 31, 2024 contained no adverse opinions, disclaimers, or qualifications, and there were no disagreements or reportable events under Regulation S‑K Item 304. On the same date, the Committee approved GT as the new independent registered public accounting firm for the fiscal year ending December 31, 2026. EY provided a confirming letter to the SEC, filed as Exhibit 16.1.