---
schema_version: "secwatch.filing_event.v1"
accession: "0001445305-23-000144"
form_type: "8-K"
ticker: "WK"
cik: "0001445305"
company_name: "WORKIVA INC"
filed_at: "2023-08-29T23:59:59+00:00"
generated_at: "2026-06-11T02:21:13.633163+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Workiva closes $77M add-on to 1.250% convertible notes due 2028, net proceeds ~$75.8M

## Summary
- Sold additional $77M of 1.250% Convertible Senior Notes due 2028 to Goldman Sachs under option from August 17 offering.
- Net proceeds of approximately $75.8M after fees and expenses.
- Additional Notes have same terms as the $625M Initial Notes issued August 17, 2023.
- Notes mature in 2028, bear interest at 1.250% per annum, and are convertible into Class A common stock.
- Notes sold in private placement to QIBs under Rule 144A; conversion shares unregistered.

## SEC filing metadata
- accession: 0001445305-23-000144
- form_type: 8-K
- ticker: WK
- cik: 0001445305
- company_name: WORKIVA INC
- filed_at: 2023-08-29T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 2.03, 3.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1445305/000144530523000144/0001445305-23-000144-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1445305/000144530523000144/wk-20230829.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001445305-23-000144
- JSON: https://secwatch.observer/filing/0001445305-23-000144.json
- Plain text: https://secwatch.observer/filing/0001445305-23-000144.txt

## Key facts
- Debt Financings
  WORKIVA INC incurred convertible notes of $77 million aggregate principal amount with Goldman Sachs & Co. LLC at 1.250% maturing due 2028.
  - Instrument: convertible notes
  - Principal: $77 million aggregate principal amount
  - Counterparty: Goldman Sachs & Co. LLC
  - Rate: 1.250%
  - Maturity: due 2028
  - Event: incurrence
  source text: On August 29, 2023, Workiva Inc. (the “Company,” “we” or “us”) completed the sale of $77 million aggregate principal amount of its 1.250% Convertible Senior Notes due 2028 (the “Additional Notes”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1445305/000144530523000144/0001445305-23-000144-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.