WORKIVA INC (WK)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-04-06

Key Insights

  • Insider Julie Iskow, the President and CEO of Workiva Inc, disposed of 7,578 shares of Class A common stock by withholding shares to cover tax obligations related to the vesting of restricted stock units.
  • Iskow's beneficial ownership of Workiva's common stock decreased from 468,108 shares to 460,530 shares, a reduction of approximately 1.6%.
  • This transaction is part of a regular pattern of insider selling observed over the past year, which may indicate a lack of confidence in the company's near-term outlook.
Insider Trading Filed: 2026-02-13

Key Insights

  • The reporting person, Julie Iskow, who is the President and CEO of Workiva Inc., acquired a significant number of shares through performance-based restricted stock unit (PSU) grants that vested during the reported period.
  • The PSU grants were tied to the company's performance, with some vesting at 162.5%, 200%, and 100% of the target levels, indicating strong financial results for the company.
  • The reporting person also sold a portion of her shares to cover withholding taxes, which is a common practice for executives when their equity-based compensation vests.
Insider Trading Filed: 2026-02-13

Key Insights

  • Insider Brandon Ziegler, the EVP, CLO, CAO & Corp Secretary, acquired a significant number of shares through vesting of performance stock units (PSUs), indicating his confidence in the company's future performance.
  • The PSU grants were tied to annual revenue growth targets, suggesting the company is focused on driving top-line growth and aligning executive compensation with shareholder interests.
  • The shares withheld for tax payments upon vesting of the PSUs indicate Ziegler's willingness to hold a substantial portion of his equity compensation, further aligning his interests with those of shareholders.
Insider Trading Filed: 2026-02-13

Key Insights

  • Junko Swain, the SVP and Chief Accounting Officer, acquired 771 shares of Workiva Inc. (WK) stock on February 11, 2026, indicating insider confidence in the company.
  • Swain also sold 374 shares to cover tax withholdings, suggesting a partial liquidation of her holdings.
  • The transaction was part of a previously established 10b5-1 trading plan, indicating a structured approach to insider trading.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.