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 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. reported several Board changes. David S. Mulcahy, a Class I director and Lead Independent Director, resigned effective immediately, with the company stating his decision was not related to any disagreement over operations, policies or practices. The Board appointed Suku Radia as the new Lead Independent Director.
The Board approved expanding its size to eight members as of June 1, 2026, and elected R. Scott Herren as a Class III director effective March 1, 2026, and Mark S. Peek as a Class I director effective June 1, 2026. Both will receive standard non‑employee director compensation and enter into Workiva’s customary indemnification agreements. Their appointments were also announced in a press release furnished as an exhibit.
Workiva Inc. executive Barbara A. Larson filed an initial ownership report showing no current holdings of the company’s Class A common stock. The Form 3 identifies her as Executive Vice President, Chief Financial Officer and Treasurer of Workiva Inc. and indicates that she beneficially owns 0 shares of Class A common stock in direct ownership. This filing establishes her baseline reported position as an officer under insider reporting rules.
Workiva shareholder Matthew Rizai filed a notice to sell 30,364 common shares under Rule 144. The planned sale is through Merrill Lynch in West Des Moines, Iowa, with an aggregate market value of 2,429,120 and will take place on 01/21/2026 on the NYSE. The issuer has 52,432,466 common shares outstanding.
Rizai previously acquired 293,468 common shares on 09/07/2017 and 2,077,058 shares on 12/12/2014 for cash directly from the issuer. During the past three months he sold 25,616, 60,000 and 78,421 common shares on 01/02/2026, 12/17/2025 and 11/12/2025, generating gross proceeds of 2,131,927, 5,307,828 and 7,294,203.
Workiva insider plans another share sale under SEC Rule 144. A shareholder intends to sell 25,980 shares of common stock through Merrill Lynch on or about 01/02/2026 on the NYSE, with an aggregate market value of $2,250,000. The filing notes that 52,432,466 shares of the issuer’s common stock were outstanding.
The securities to be sold were originally acquired for cash from the issuer on 09/07/2017, totaling 293,468 shares at that time. Over the prior three months, the same seller, Matthew Rizai, reported multiple sales of common stock, including 60,000 shares for $5,307,828 on 12/17/2025, 78,421 shares for $7,294,203 on 11/12/2025, 50,000 shares for $4,434,375 on 10/13/2025, and 40,000 shares for $3,499,992 on 10/03/2025.
WK reports that Matthew Rizai has filed a notice under Rule 144 to sell 60,000 shares of common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of 5,307,828.00, around 12/17/2025 on the NYSE. The issuer lists 52,432,466 common shares outstanding.
The 60,000 shares to be sold were acquired on 12/17/2025 via a stock option exercise from the issuer, paid in cash. In the past three months, Matthew Rizai has sold 78,421 common shares for gross proceeds of 7,294,203.84, 50,000 shares for 4,434,375.00, and 40,000 shares for 3,499,992.00. He represents that he does not know any material adverse information about the issuer that has not been publicly disclosed.
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.