Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WORKIVA INCWK · Entity 589 | EVP, CLO, CAO & Corp Secretary | August 20, 2026 | August 21, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WORKIVA INC
Report date August 20, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 126,216 |
Reported balance
After 2026-08-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-20 · Sale · Disposed 6,571 · Balance 126,216 F1: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $75.76 to $76.19. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. F2: Includes 147 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on July 14, 2026 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $75.76 to $76.19. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.
F2: Includes 147 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on July 14, 2026
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 21, 2026 20:22 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 6,571 | $75.97 | $499,198.87 |
DisclosureSEC source: 0001809344-26-000008 · wk-form4_1787343756.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,216 F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $75.76 to $76.19. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. F2 · balance_after: Includes 147 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on July 14, 2026 Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:14 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 8,730 | $64.95 | $567,013.50 |
DisclosureSEC source: 0001809344-26-000006 · wk-form4_1771017284.xml · nonDerivative · entry 4 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,640 F4 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:14 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 3,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001809344-26-000006 · wk-form4_1771017284.xml · nonDerivative · entry 3 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,370 F3 · shares: Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 3, 2025. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 100% of the target for the 2025 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar years in the three-year performance period. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:14 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 7,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001809344-26-000006 · wk-form4_1771017284.xml · nonDerivative · entry 2 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,567 F2 · shares: Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2024. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 200% of the target for the 2024-2025 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar year in the three-year performance period. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:14 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 5,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001809344-26-000006 · wk-form4_1771017284.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,227 F1 · shares: Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2023. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 162.5% of the target for the 2023-2025 performance period. These PSUs became fully vested upon certification by the Compensation Committee. Read SEC document |
| February 03, 2026 Filed Feb 4, 2026 21:30 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 4,531 | $72.00 | $326,232.00 |
DisclosureSEC source: 0001809344-26-000004 · wk-form4_1770240639.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,273 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 22:00 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 33,839 | $76.54 | $2,590,037.06 |
DisclosureSEC source: 0001809344-26-000002 · wk-form4_1770156011.xml · nonDerivative · entry 2 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,804 F3 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F4 · shares: Vests in three equal annual installments commencing on the first anniversary of the grant date. F2 · balance_after: Includes 109 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on July 14, 2025, and 185 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on January 14, 2026. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 22:00 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 8,838 | $77.02 | $680,702.76 |
DisclosureSEC source: 0001809344-26-000002 · wk-form4_1770156011.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,965 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted. F2 · balance_after: Includes 109 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on July 14, 2025, and 185 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on January 14, 2026. Read SEC document |
| March 07, 2025 Filed Mar 7, 2025 22:24 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 4,115 | $85.72 | $352,737.80 |
DisclosureSEC source: 0001445305-25-000045 · wk-form4_1741386234.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,509 F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $85.21 to $86.81. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:39 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 786 | $87.52 | $68,790.72 |
DisclosureSEC source: 0001445305-25-000039 · wk-form4_1741127977.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,624 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:43 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 6,364 | $86.55 | $550,804.20 |
DisclosureSEC source: 0001445305-25-000025 · wk-form4_1740433409.xml · nonDerivative · entry 4 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,410 F4 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:43 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 6,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-25-000025 · wk-form4_1740433409.xml · nonDerivative · entry 3 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,774 F3 · shares: Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2024. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 186.2% of the target for the 2024 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar years in the three-year performance period. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:43 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 4,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-25-000025 · wk-form4_1740433409.xml · nonDerivative · entry 2 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,940 F2 · shares: Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2023. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 121.2% of the target for the 2023-2024 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar year in the three-year performance period. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:43 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 1,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-25-000025 · wk-form4_1740433409.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,498 F1 · shares: Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2022. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 65% of the target for the 2022-2024 performance period. These PSUs became fully vested upon certification by the Compensation Committee. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 21:46 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 26,621 | $97.29 | $2,589,957.09 |
DisclosureSEC source: 0001445305-25-000010 · wk-form4_1738705556.xml · nonDerivative · entry 2 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,310 F2 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F3 · shares: Vests in three equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 21:46 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 11,612 | $98.22 | $1,140,530.64 |
DisclosureSEC source: 0001445305-25-000010 · wk-form4_1738705556.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,689 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| September 01, 2024 Filed Sep 4, 2024 20:52 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 2,859 | $78.17 | $223,488.03 |
DisclosureSEC source: 0001445305-24-000128 · wk-form4_1725482410.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,301 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:16 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 3,750 | $79.46 | $297,975.00 |
DisclosureSEC source: 0001445305-24-000117 · wk-form4_1724098603.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,160 F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $79.42 to $79.54. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:13 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 8,256 | $83.58 | $690,036.48 |
DisclosureSEC source: 0001445305-24-000043 · wk-form4_1712175216.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,910 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:52 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 786 | $85.50 | $67,203.00 |
DisclosureSEC source: 0001445305-24-000041 · wk-form4_1709675527.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,166 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:47 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 2,617 | $94.11 | $246,285.87 |
DisclosureSEC source: 0001445305-24-000029 · wk-form4_1708465656.xml · nonDerivative · entry 3 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,952 F3 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:47 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 3,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-24-000029 · wk-form4_1708465656.xml · nonDerivative · entry 2 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,569 F2 · shares: Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2023. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 100% of the target for the 2023 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar years in the three-year performance period. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:47 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 1,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-24-000029 · wk-form4_1708465656.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,905 F1 · shares: Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2022. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 80% of the target for the 2022-2023 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar year in the three-year performance period. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 22:19 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 10,768 | $95.37 | $1,026,944.16 |
DisclosureSEC source: 0001445305-24-000008 · wk-form4_1707171514.xml · nonDerivative · entry 2 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,444 F3 · kind: Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 22:19 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 25,689 | $95.37 | $2,449,959.93 |
DisclosureSEC source: 0001445305-24-000008 · wk-form4_1707171514.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,212 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F2 · shares: Vests in three equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
| November 06, 2023 Filed Nov 7, 2023 21:23 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 1,370 | $88.50 | $121,245.00 |
DisclosureSEC source: 0001445305-23-000172 · wk-form4_1699392196.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,523 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:25 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 1,430 | $110.38 | $157,843.40 |
DisclosureSEC source: 0001445305-23-000146 · wk-form4_1694031897.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,893 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:36 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 8,255 | $102.41 | $845,394.55 |
DisclosureSEC source: 0001445305-23-000073 · wk-form4_1680640556.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Secretary · Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,323 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 21:23 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 786 | $89.00 | $69,954.00 |
DisclosureSEC source: 0001445305-23-000059 · wf-form4_167779218303123.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Secretary · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,578 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| February 27, 2023 Filed Feb 28, 2023 21:24 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 10,818 | $87.67 | $948,414.06 |
DisclosureSEC source: 0001445305-23-000057 · wf-form4_167761945358027.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Secretary · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,364 F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $87.34 to $88.07. For all transactions reported in this Form 4 utilizing a weighted-average price, the Reporting Person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| February 17, 2023 Filed Feb 21, 2023 21:35 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 710 | $88.24 | $62,650.40 |
DisclosureSEC source: 0001445305-23-000045 · wf-form4_167701529371923.xml · nonDerivative · entry 2 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Secretary · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,182 F2 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted. Read SEC document |
| February 17, 2023 Filed Feb 21, 2023 21:35 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 1,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001445305-23-000045 · wf-form4_167701529371923.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Secretary · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,892 F1 · shares: Represents issued shares of performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2022. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 76% of the target for the 2022 calendar year. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar years in the three-year performance period. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:17 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 6,402 | $92.79 | $594,041.58 |
DisclosureSEC source: 0001445305-23-000020 · wf-form4_167545903574471.xml · nonDerivative · entry 2 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Secretary · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,503 F3 · kind: Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:17 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 25,649 | $92.79 | $2,379,970.71 |
DisclosureSEC source: 0001445305-23-000020 · wf-form4_167545903574471.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Secretary · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,905 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F2 · shares: Vests in three equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 20:36 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 1,430 | $64.92 | $92,835.60 |
DisclosureSEC source: 0001445305-22-000123 · wf-form4_166249659139763.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Secretary · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,256 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 20:15 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 8,256 | $122.35 | $1,010,121.60 |
DisclosureSEC source: 0001445305-22-000061 · wf-form4_164910330875797.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Secretary · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,686 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:22 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 4,615 | $108.34 | $499,989.10 |
DisclosureSEC source: 0001445305-22-000047 · wf-form4_164625613764910.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · EVP, CLO, CAO & Secretary · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,942 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F2 · shares: Vests in three equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:08 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 3,577 | $119.68 | $428,095.36 |
DisclosureSEC source: 0001445305-22-000009 · wf-form4_164392248652053.xml · nonDerivative · entry 2 Ziegler Brandon · CIK 0001809344 · Executive VP & CLO · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,327 F3 · kind: Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:08 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 16,450 | $119.68 | $1,968,736.00 |
DisclosureSEC source: 0001445305-22-000009 · wf-form4_164392248652053.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · Executive VP & CLO · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,904 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F2 · shares: Vests in three equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:15 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 11,201 | $142.85 | $1,600,062.85 |
DisclosureSEC source: 0001445305-21-000140 · wf-form4_163061370545280.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · Executive VP & CLO · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,454 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F2 · shares: Vests as to 25% of the shares on each of the first and second anniversaries of the grant date, and 50% of the shares on the third anniversary of the grant date. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 20:22 UTC | WORKIVA INC WK · Entity 589 | SaleClass A Common Stock | 8,252 | $132.42 | $1,092,729.84 |
DisclosureSEC source: 0001445305-21-000132 · wf-form4_162975014896220.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · Executive VP & CLO · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,253 F1 · price: The price reported in Column 4 is a weighted-average price. The price actually received ranges from $132.00 to $132.98. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:37 UTC | WORKIVA INC WK · Entity 589 | Tax withholdingClass A Common Stock | 7,919 | $92.29 | $730,844.51 |
DisclosureSEC source: 0001445305-21-000058 · wf-form4_161765500719539.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · Executive VP & CLO · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,505 F1 · kind: Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 22:38 UTC | WORKIVA INC WK · Entity 589 | GrantClass A Common Stock | 20,741 | $101.25 | $2,100,026.25 |
DisclosureSEC source: 0001445305-21-000008 · wf-form4_161239188920261.xml · nonDerivative · entry 1 Ziegler Brandon · CIK 0001809344 · Senior Vice President · Gen Counsel & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,424 F1 · kind: Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. F2 · shares: Vests in three equal annual installments commencing on the first anniversary of the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.