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.
This page provides access to Workiva Inc. (NYSE: WK) SEC filings, along with AI-powered tools that help explain the information contained in each document. Workiva is a cloud-native, AI-powered software platform focused on transparency, accountability, and trust in reporting and compliance, and its own filings offer insight into how the company operates and reports its results.
Investors can review annual reports on Form 10-K and quarterly reports on Form 10-Q for details on Workiva’s business, risk factors, financial statements, and segment information, including the breakdown between subscription and support revenue and professional services revenue. These core filings also discuss key operating metrics, non-GAAP financial measures, and the company’s use of a subscription-based business model.
Current reports on Form 8-K document material events such as quarterly earnings announcements and leadership changes. For example, recent 8-K filings reference the release of second and third quarter financial results and the appointment of a new Executive Vice President, Chief Financial Officer and Treasurer, as well as an interim CFO during a transition period. These filings help readers track changes in Workiva’s executive team and ongoing financial performance.
Users can also monitor proxy statements and related governance documents, which describe board composition, committees, and executive compensation, as well as any equity incentive or employment agreements referenced in exhibits. Insider transaction reports on Form 4, when available, allow investors to see purchases, sales, and equity grants involving Workiva’s officers and directors.
Stock Titan enhances these filings with AI-generated summaries that highlight important sections, explain technical language, and surface items that may be relevant to shareholders, analysts, and other stakeholders who follow Workiva’s reporting and compliance-focused software business.
Workiva Inc. (WK) Form 144 filing: Insider Matthew Rizai has notified the SEC of his intent to sell up to 50,000 common shares through Merrill Lynch on or after 01 Aug 2025. At the referenced market price this equates to approximately $3.88 million. With 55.73 million shares outstanding, the proposed sale equals roughly 0.09 % of total shares.
The filer already disposed of 100,000 shares on 14 Jul 2025 and 28,200 shares on 19 May 2025, realising combined gross proceeds of $8.69 million. Together with the planned sale, the insider will have liquidated the entire 178,200-share block acquired for cash on 11 Jul 2024.
- Broker: Merrill Lynch, West Des Moines, IA
- Planned exchange: NYSE
- Relationship to issuer not specified; certification affirms no undisclosed adverse information.
The filing signals continued insider selling but the volume is small relative to float, limiting direct supply impact. Investors often monitor Form 144s for sentiment shifts and potential overhang.
Form 144 Overview: Workiva Inc. (NYSE: WK) has received a Form 144 notice indicating the proposed sale of 100,000 common shares through Merrill Lynch, West Des Moines, IA. The shares have an aggregate market value of $6.714 million based on the market price at the time of filing. The filing sets an approximate sale date of 14 July 2025.
Ownership Context: The company reports 55.73 million shares outstanding; the planned sale therefore represents roughly 0.18 % of total shares, a relatively small fraction of the float. According to the form, the same account holder—identified as Matthew Rizai—sold 28,200 shares on 19 May 2025 for $1.972 million. The shares proposed for sale were acquired on 11 July 2024 for cash, suggesting they have been held for more than six months, satisfying holding-period requirements for Rule 144 sales.
Investor Considerations: Form 144 filings are not a guarantee that a sale will occur; they serve as advance notice of an affiliate’s intent. The overall size of the sale is modest relative to Workiva’s market capitalization and should not materially affect the share count or trigger dilution. Nonetheless, investors often monitor Form 144 activity as a gauge of insider sentiment, and repeated or sizable disposals can contribute to negative perception in the market.