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 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.
Workiva Inc. announced that its board has appointed Barbara Larson as Executive Vice President, Chief Financial Officer and Treasurer, effective January 20, 2026. Larson joins from SentinelOne, and previously held several senior finance roles at Workday, VMware, TIBCO and Symantec, and serves on Equifax’s board.
Under her executive employment agreement, Larson will receive a base salary of $485,000, an initial target bonus of 85% of base salary for 2026, and an initial restricted stock unit grant valued at $8,000,000 under Workiva’s equity plan, along with standard employee benefits and confidentiality, non-solicitation and non-compete covenants.
If she is terminated without cause outside a change in control, she is eligible for one year of base salary and accelerated vesting of equity that would have vested in the following year, subject to a release of claims. If such a termination occurs in connection with a change in control, she is entitled to 18 months of base salary plus target bonus and full accelerated vesting of equity. The company also named CEO Julie Iskow as Interim CFO from December 27, 2025 until Larson’s start date.
A holder of Class A common stock of WK has filed a Rule 144 notice to sell 1,500 shares through Morgan Stanley Smith Barney LLC on the NYSE. The shares have an aggregate market value of $137,160.15, compared with 52,432,466 shares of this class outstanding. The planned sale date is listed as 12/10/2025.
The shares to be sold were acquired as restricted stock vesting under a registered plan, with 800 shares vesting on 01/02/2025 and 700 shares vesting on 06/03/2022, each described as compensation for services rendered.
Michael Hawkins has filed a notice of proposed sale of 12,000 shares of common stock under Rule 144. The planned sale is to be executed through Morgan Stanley Smith Barney LLC on or around 12/04/2025 on the NYSE, with an indicated aggregate market value of $1,105,850.40. The issuer has 52,432,466 shares outstanding, which is a baseline figure for the company’s equity. Hawkins previously acquired 2,374 performance shares and 9,626 restricted shares on 11/07/2025, and in the past three months he sold 12,250 shares of common stock for gross proceeds of $1,130,486.35.
Workiva Inc. director David S. Mulcahy reported a small open-market sale of company stock. On 11/26/2025, he sold 808 shares of Workiva Class A common stock at a weighted-average price of $92.01 per share, with actual sale prices ranging from $92.00 to $92.04. After this transaction, he directly beneficially owned 241,535 shares of Workiva common stock. The filing notes that detailed pricing breakdowns within the reported range are available upon request.
Workiva Inc. (WK) has a security holder who filed a Form 144 notice to sell 120,000 shares of common stock through broker Charles Schwab on or about 11/25/2025 on the NYSE, with an aggregate market value of $11,114,400. The securities to be sold were acquired over time through IPO purchases and restricted stock unit (RSU) vestings between 2010 and 2024, all from the issuer. The table also notes that 52,432,466 shares of the issuer’s common stock are outstanding; this is a baseline figure, not the amount being sold. By signing the notice, the seller represents that they do not know of any undisclosed material adverse information about the issuer’s current or prospective operations.
Workiva Inc. (WK) — Schedule 13G/A Amendment No. 1 filed by Eminence Capital
Eminence Capital, LP and Ricky C. Sandler reported beneficial ownership of 3,723,546 shares of Workiva Class A common stock, representing 7.1% of the class. The filing lists shared voting and dispositive power over all reported shares and no sole voting or dispositive power. The percentage is based on 52,169,998 shares outstanding as of July 25, 2025, as disclosed in Workiva’s Form 10‑Q for the quarter ended June 30, 2025.
The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control, consistent with a passive Schedule 13G filing. The date of event requiring the filing is September 30, 2025.