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. 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. 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.