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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Aug 20, 2026Reported sale · Form 4Brandon Ziegler, EVP, CLO, CAO & Corp Secretary · $499.2KOpen the filing ↗
- Aug 20, 2026Notice of sale · Form 144BRANDON ZIEGLER · Officer · $499.2KOpen the filing ↗
- Aug 5, 2026Notice of sale · Form 144Matthew Rizai · 10% Stockholder · $1.2MOpen the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record87815 flagged findings
Reported transactions (Form 4)46since Apr 15, 2025 · and 6 other holdings
Corporate events (8-K)30since Sep 9, 2019
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
Workiva, Inc. is a global software-as-a-service (SaaS) company. It provides a cloud-based connected and reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-08-04share offering or dilution eventfreshOpen filing ↗“…respectively. The fair value was determined based on the quoted price of the convertible senior notes in an over-the-counter…”
+1 more passage from the same document
- “…price of the convertible senior notes in an over-the-counter market on the last trading day of the reporting period and has been…”
- 2026-08-04capital return (buybacks/dividends)freshOpen filing ↗“…with accrued and unpaid interest thereon, of our 1.125% 2026 Notes in separate and individually negotiated transactions with…”
+1 more passage from the same document
- “…with certain holders. As of June 30, 2026, we had outstanding debt relating to our 2026 Notes and 2028 Notes of $71.2…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 878)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Aug 20, 26Form 144 ↗Notice of proposed sale
- Aug 20, 26Form 4 ↗Insider transaction
- Aug 14, 26SCHEDULE 13G ↗Passive stake · Jericho Capital Asset Management L.P. · 6.6% · event on Jun 30, 26
- Aug 5, 26Form 144 ↗Notice of proposed sale
- Aug 4, 2610-Q ↗Quarterly report
- Aug 4, 268-K ↗Current report · Results
- Jul 31, 26SCHEDULE 13G ↗Passive stake · Vanguard Capital Management · 5.1% · event on Jun 30, 26
Notice of proposed sale · 3 Form 144 filingsshow all 3hide
- Jul 16, 26Form 144 ↗Notice of proposed sale
- Jul 1, 26Form 144 ↗Notice of proposed sale
- Jun 17, 26Form 144 ↗Notice of proposed sale
Insider transaction · 7 Form 4 filingsshow all 7hide
- Jun 3, 26Form 3 ↗Insider transaction
- Jun 2, 268-K ↗Current report · A senior executive left or was appointed
- May 29, 26Form 144 ↗Notice of proposed sale
878 filings on record, the oldest from Oct 1, 14.
Listing the 25 most recent filings of the 878 on record.
1827
- Jun 2, 26A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- May 5, 26Auditor change filing (8-K Item 4.01)+1 more in the same filing8-K 4.01 ↗
4 senior executive changes2025 – 2026show all 4hide
- Jan 28, 26A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Dec 10, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jun 2, 25A senior executive left or was appointed+3 more in the same filing8-K 5.02 ↗
- Apr 4, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jun 18, 24Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Jun 3, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Oct 2, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Aug 29, 23Took on a new financial obligation+1 more in the same filing8-K 2.03 ↗
- Aug 17, 23Entered a material agreement+4 more in the same filing8-K 1.01 ↗
6 senior executive changes2022 – 2023show all 6hide
- Jul 26, 23A senior executive left or was appointed8-K 5.02 ↗
- Feb 21, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jan 31, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jan 9, 23A senior executive left or was appointed8-K 5.02 ↗
- Sep 6, 22A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jun 3, 22A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Apr 1, 22Entered a material agreement+3 more in the same filing8-K 1.01 ↗
8 senior executive changes2019 – 2022show all 8hide
- Feb 22, 22A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jan 31, 22A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Mar 4, 21A senior executive left or was appointed8-K/A 5.02 ↗
- Feb 17, 21A senior executive left or was appointed8-K 5.02 ↗
- Nov 2, 20A senior executive left or was appointed8-K 5.02 ↗
- Apr 13, 20A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Feb 27, 20A senior executive left or was appointed8-K 5.02 ↗
- Sep 9, 19A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
The record reaches back to Jan 15, 16.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- BlackRock, Inc.8.1%Mar 31, 25SCHEDULE 13G/A ↗
- Vanguard Portfolio Management7.5%Mar 31, 26SCHEDULE 13G ↗
- Jericho Capital Asset Management L.P.6.6%Jun 30, 26SCHEDULE 13G ↗2 co-filers on this document — the figure is the largest single stake, not their sum.
- Vanguard Capital Management5.1%Jun 30, 26SCHEDULE 13G ↗
- T. Rowe Price Investment Management, Inc.4.9%Jun 30, 25SCHEDULE 13G/A ↗1 earlier filing
show 3 more holdershide
- Eminence Capital, LP4.8%Mar 31, 26SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum. · 2 earlier filings
- Matthew M Rizai4.8%Dec 31, 25SCHEDULE 13G/A ↗
- FMR LLC3.4%Jun 30, 25SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Aug 20, BRANDON ZIEGLER filed notice of intent to sell up to $499K. That is about 0.01% of shares outstanding.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $499K on Aug 20, per their Form 4. That is 100% of the shares announced so far, and the window is still open.
View notice (Form 144) ↗+3 more recent notices
Stock compensation, tax and giftsshow the 36 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Sep 1, 26Tax$165KJunko SwainSVP, Chief Accounting Officer↗
- Aug 18, 26Giftamount n/aMARTIN J. VANDERPLOEG↗
- Jun 1, 26Tax$1.5MMARTIN J. VANDERPLOEG↗
- Jun 1, 26Compensationamount n/aMARTIN J. VANDERPLOEG↗
- Jun 1, 26Compensationamount n/aMARK S PEEK↗
- Jun 1, 26Compensationamount n/aSUKU V. RADIA↗
- Jun 1, 26Compensationamount n/aMICHAEL M CROW↗
- Jun 1, 26Compensationamount n/aRichard Scott Herren↗
- Jun 1, 26Compensationamount n/aRobert H Herz↗
- Jun 1, 26Compensationamount n/aAstha Malik↗
- Apr 3, 26Tax$455KJulie IskowPresident & CEO↗
- Mar 2, 26Compensationamount n/aRichard Scott Herren↗
- Mar 1, 26Compensationamount n/aJulie IskowPresident & CEO↗
- Mar 1, 26Tax$136KJulie IskowPresident & CEO↗
- Mar 1, 26Tax$159KJulie IskowPresident & CEO↗
- Feb 11, 26Compensationamount n/aJulie IskowPresident & CEO↗
- Feb 11, 26Compensationamount n/aJulie IskowPresident & CEO↗
- Feb 11, 26Compensationamount n/aJulie IskowPresident & CEO↗
- Feb 11, 26Tax$1.7MJulie IskowPresident & CEO↗
- Feb 11, 26Compensationamount n/aBrandon ZieglerEVP, CLO, CAO & Corp Secretary↗
- Feb 11, 26Compensationamount n/aBrandon ZieglerEVP, CLO, CAO & Corp Secretary↗
- Feb 11, 26Compensationamount n/aBrandon ZieglerEVP, CLO, CAO & Corp Secretary↗
- Feb 11, 26Tax$567KBrandon ZieglerEVP, CLO, CAO & Corp Secretary↗
- Feb 11, 26Compensationamount n/aJunko SwainSVP, Chief Accounting Officer↗
- Feb 11, 26Tax$24KJunko SwainSVP, Chief Accounting Officer↗
- Feb 3, 26Tax$1.3MJulie IskowPresident & CEO↗
- Feb 3, 26Tax$326KBrandon ZieglerEVP, CLO, CAO & Corp Secretary↗
- Feb 3, 26Tax$47KJunko SwainSVP, Chief Accounting Officer↗
- Feb 2, 26Compensation$9.8MJulie IskowPresident & CEO↗
- Feb 2, 26Compensation$2.6MBrandon ZieglerEVP, CLO, CAO & Corp Secretary↗
- Feb 2, 26Compensation$10.8MBarbara A LarsonEVP, CFO & Treasurer↗
- Feb 2, 26Compensation$525KJunko SwainSVP, Chief Accounting Officer↗
- Feb 1, 26Tax$1.8MJulie IskowPresident & CEO↗
- Feb 1, 26Tax$681KBrandon ZieglerEVP, CLO, CAO & Corp Secretary↗
- Feb 1, 26Tax$48KJunko SwainSVP, Chief Accounting Officer↗
- Feb 1, 26Tax$43KMARTIN J. VANDERPLOEG↗
The full record holds 222 transactions and goes back to Dec 13, 22.
Its sector and its market
Workiva Inc. among Information Technology companies
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- 250 clean closes in the period.
- SEC records
- 878 documents on file, from Oct 1, 2014 to Sep 16, 2026.
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- Wikipedia, read on Sep 3, 2026.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
Why does a European company show no SEC records?
It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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