Welcome to our dedicated page for Workiva SEC filings (Ticker: WK), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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. reported strong fourth quarter and full-year 2025 results and issued upbeat 2026 guidance. Q4 2025 revenue reached $239 million, up 20% year-over-year, with subscription and support revenue of $219 million. GAAP operating margin improved to 3.4%, while non-GAAP operating margin rose to 19.1%.
For 2025, total revenue was $885 million, up 20%, and subscription and support revenue grew 22% to $813 million. GAAP net loss narrowed to $26 million, and non-GAAP net income increased to $104 million, with a 9.9% non-GAAP operating margin and 15.6% free cash flow margin on $138 million of free cash flow.
Workiva ended 2025 with $892 million in cash, cash equivalents, and marketable securities, repurchased $72 million of Class A shares, and expanded its repurchase authorization by $250 million. For 2026, it projects revenue of $1.036–$1.040 billion, GAAP operating margin of 2.6–3.2%, non-GAAP operating margin of 15.0–15.5%, and free cash flow margin of about 19%.
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 31,208 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 Matthew M. Rizai reports beneficial ownership of 2,658,114 shares tied to Workiva Class A common stock, representing 4.8% of the class as of December 31, 2025. This reflects that he now reports ownership of 5 percent or less of the class.
The stake includes both Class A and Class B common stock, plus 140,204 shares of Class A common stock issuable upon option exercise within 60 days. Class B shares are convertible one-for-one into Class A and carry ten votes per share, giving Rizai substantial voting influence through various trusts and family entities.
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.