WK WORKIVA INC

CIK 0001445305 45 ready 8-Ks latest August 4, 2026, 4:11 PM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 1 baseline Risk accumulating: auditor change (2)

Ready 8-Ks 45

Latest filing August 4, 2026, 4:11 PM ET

Top materiality 0.85

Event mix earnings ×21 · leadership ×9 · other_material ×7

Sentiment 15 pos · 3 neg · 27 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for WK

Highest-materiality recent filing

Workiva Q2 revenue $255M (+19% YoY), GAAP EPS $0.24, non-GAAP EPS $0.80; raises FY margin target to 18%

August 4, 2026, 4:11 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

Revenue $255M (+19% YoY); subscription & support $236M (+19%).
GAAP net income $13M vs loss $19M YoY; GAAP EPS $0.24 vs -$0.35.

Read filing →

August 4, 2026, 4:11 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

Workiva Q2 revenue $255M (+19% YoY), GAAP EPS $0.24, non-GAAP EPS $0.80; raises FY margin target to 18%

Revenue $255M (+19% YoY); subscription & support $236M (+19%).
June 2, 2026, 4:26 PM ET other material materiality 0.40 neutral item 5.02 item 5.07 item 9.01 ◈ Shareholder Votes ×3

Workiva shareholders approve 3.9M share increase to equity plan at 2026 annual meeting

Shareholders approved amendment to 2014 Equity Incentive Plan, increasing authorized shares from 17,760,000 to 21,660,000.
May 5, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 9.01 ◈ Earnings Releases

Workiva Q1 2026 revenue $247M (+20% YoY); swings to GAAP net income of $19M from prior-year loss

Total revenue $247M (+20% YoY); subscription & support revenue $225M (+21%).
May 5, 2026, 7:59 PM ET other material materiality 0.50 neutral item 4.01 item 9.01 ◈ Auditor Changes ×2

Workiva dismisses EY as auditor, appoints Grant Thornton effective after Q1 2026 review

Audit Committee dismissed Ernst & Young (EY) as independent auditor, effective after completing Q1 2026 review.
February 19, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Workiva Q4 revenue $239M (+20% YoY); guides FY2026 revenue >$1B, expands buyback by $250M

Q4 revenue $239M (+20% YoY); subscription & support revenue $219M (+21%); GAAP net income $12M vs loss of $9M.
January 28, 2026, 6:59 PM ET leadership materiality 0.55 neutral item 5.02 item 7.01 item 9.01

Workiva adds former Cisco CFO Herren and ex-Workday exec Peek to board

David Mulcahy resigns as director and lead independent director, effective Jan 27, 2026, with no disagreement.
December 10, 2025, 6:59 PM ET leadership materiality 0.65 positive item 5.02 item 7.01 item 9.01

Workiva appoints Barbara Larson as CFO effective Jan 20, 2026; CEO Iskow interim CFO from Dec 27

Barbara Larson named EVP, CFO, Treasurer effective Jan 20; base salary $485k, bonus target 85%, $8M RSU grant.
November 5, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Workiva Q3 beats, raises FY25 guidance; CSO departs, new CRO named

Q3 total revenue $224M (+21% YoY); subscription revenue +23% to $210M; GAAP net income $3M vs loss year ago.
July 31, 2025, 7:59 PM ET earnings materiality 0.85 neutral item 2.02 item 9.01

Workiva Q2 revenue up 21% to $215M; CFO stepping down; FY guidance raised

Q2 subscription revenue $198M (+23% YoY); total revenue $215M (+21% vs. $178M).
June 2, 2025, 7:59 PM ET other material materiality 0.40 neutral item 5.02 item 5.03 item 5.07 item 9.01 ◈ Governance Changes

Workiva stockholders approve charter amendment to exculpate officers; re-elect three directors

Stockholders approved Certificate of Incorporation amendment to exculpate officers (60.6M for, 20.0M against).
May 1, 2025, 7:59 PM ET earnings materiality 0.80 neutral item 2.02 item 9.01

Workiva Q1 revenue $206M (+17% YoY); GAAP loss per share $(0.38) vs $(0.21)

Subscription & support revenue $186M (+20% YoY); professional services revenue flat at $21M.
April 4, 2025, 7:59 PM ET leadership materiality 0.35 neutral item 5.02 item 8.01 item 9.01 ◈ executive_change

Workiva director Brigid Bonner not standing for re-election; Astha Malik nominated to Board

Brigid Bonner will not seek re-election as Class II director at 2025 annual meeting; no disagreement with company.
February 25, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

Workiva Q4 revenue up 20% to $200M; subscription up 22%; guides FY2025 revenue $864-868M

Q4 GAAP net loss $9M ($0.16/share) vs. $4M loss a year ago; non-GAAP net income $19M ($0.33 diluted).
November 6, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Workiva Q3 revenue $186M (+17% YoY), beats guidance; raises FY 2024 outlook

Q3 total revenue $186M (+17% YoY); subscription & support revenue $171M (+19% YoY).
August 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

Workiva Q2 revenue $178M (+15% YoY), raises FY2024 guidance, announces $100M buyback

Q2 total revenue $178M (+15% YoY); subscription & support $161M (+18%).
June 18, 2024, 7:59 PM ET M&A materiality 0.70 neutral item 1.01 item 9.01

Workiva acquires Sustain.Life for $100M in cash, adding carbon accounting platform

Total purchase price $100M, subject to customary adjustments; merger closed immediately on June 17, 2024.
June 3, 2024, 7:59 PM ET other material materiality 0.70 neutral item 5.02 item 5.07 item 9.01

Workiva shareholders OK 3.9M-share increase to equity plan; directors re-elected

Stockholders approved raising equity plan share reserve from 13.86M to 17.76M, adding 3.9M new shares.
May 2, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

Workiva Q1 revenue $176M (+17%), non-GAAP net income $0.23/sh; guides FY24 revenue $719-723M

Q1 total revenue $176M, up 17% YoY; subscription & support $155M (+20%); professional services flat at $21M.
February 20, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases ×3

Workiva Q4 subscription revenue up 18% to $149M; guides FY24 revenue $718-$722M

Q4 total revenue $167M (+16% YoY); subscription revenue $149M (+18% YoY)
October 30, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 9.01 ◈ Earnings Releases

Workiva Q3 revenue up 19% to $158.2M; subscription revenue +21% YoY; large contract customers up 38%

Subscription & support revenue $143M (+21% YoY); total revenue $158.2M (+19% YoY).
October 2, 2023, 7:59 PM ET leadership materiality 0.25 neutral item 5.02 item 9.01

Workiva enters new employment agreement with EVP, Chief Legal Officer Ziegler

Annual base salary remains $400,000; target bonus of 75% of base for 2023.
August 29, 2023, 7:59 PM ET debt materiality 0.60 neutral item 2.03 item 3.02 ◈ Debt Financings

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

Sold additional $77M of 1.250% Convertible Senior Notes due 2028 to Goldman Sachs under option from August 17 offering.
August 17, 2023, 7:59 PM ET debt materiality 0.70 neutral item 1.01 item 2.03 item 3.02 item 8.01 item 9.01 ◈ Debt Financings◈ Material Agreements

Workiva issues $625M 1.250% convertible notes due 2028; repurchases $274M of 2026 notes

$625M principal of 1.250% Convertible Senior Notes due 2028 priced; option for additional $100M.
August 3, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

Workiva Q2 revenue up 18% to $155M; subscription revenue +21% YoY; guides Q3 $155-156M

Q2 total revenue $155.0M (+18% YoY); subscription & support $136.8M (+21% YoY).
July 26, 2023, 7:59 PM ET leadership materiality 0.45 neutral item 5.02 ◈ executive_change ×2

Workiva appoints Junko Swain as SVP and Chief Accounting Officer effective Aug 14

Junko Swain named Senior VP and Chief Accounting Officer; Jill Klindt remains EVP, CFO and Treasurer.
June 1, 2023, 7:59 PM ET other materiality 0.00 neutral item 5.07 ◈ Shareholder Votes ×3

Workiva shareholders elect directors, approve executive compensation, ratify auditor at 2023 annual meeting

Michael M. Crow (60.6M for, 17.6M withhold) and Julie Iskow (77.7M for, 0.5M withhold) elected as Class III directors until 2026.
May 2, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 9.01 ◈ Earnings Releases

Workiva Q1 revenue $150.2M (+16% YoY); subscription rev up 21%; GAAP net loss $0.86/share

Total Q1 revenue $150.2M (+16% YoY); subscription & support revenue $129.7M (+21%).
February 21, 2023, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01 ◈ Earnings Releases

Workiva Q4 revenue $143.8M (+19% YoY); non-GAAP op profit beats guidance; FY23 revenue guidance $624-626M

Q4 total revenue $143.8M (+19.1% YoY); subscription & support revenue $125.9M (+20.7% YoY).
February 21, 2023, 6:59 PM ET leadership materiality 0.65 neutral item 5.02 item 9.01 ◈ executive_change ×3

CEO Martin Vanderploeg to retire; Julie Iskow appointed CEO effective April 1, 2023

Vanderploeg receives $1.38M lump sum, remains on Board as Non-Executive Chair.
January 31, 2023, 6:59 PM ET other material materiality 0.25 neutral item 5.02 item 9.01

Workiva adopts new RSU and PSU award forms for executive employees under 2014 EIP

Board approved forms of restricted stock unit (RSU) and performance RSU (PSU) agreements for executives.
January 10, 2023, 6:59 PM ET other materiality 0.20 neutral item 5.03 item 9.01 ◈ Governance Changes

Workiva amends bylaws to clarify stockholder director nomination procedures

Board amended bylaws on Jan 9, 2023 to enhance procedural mechanics for stockholder nominations of directors.
January 9, 2023, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 item 9.01 ◈ executive_change

Workiva CTO Jeff Trom to retire Feb 1, 2023; will consult 12 months at $10k/month

Retirement as CTO effective February 1, 2023; Trom enters 12-month consulting agreement.
November 2, 2022, 7:59 PM ET earnings materiality 0.70 negative item 2.02 item 9.01 ◈ Earnings Releases

Workiva Q3 revenue up 17.9% to $132.8M but GAAP net loss widens to $29.7M

Subscription & support revenue $118.6M (+19.9% YoY); total revenue $132.8M (+17.9%).
September 6, 2022, 7:59 PM ET leadership materiality 0.65 neutral item 5.02 item 9.01 ◈ executive_change

Workiva CFO Mithun Banarjee leaves; unvested equity vests, COBRA paid 18 months

Mithun Banarjee's employment terminated effective September 1, 2022; separation agreement signed.
August 9, 2022, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 9.01

Workiva Q2 revenue up 24.6% to $131.5M, but GAAP net loss widens to $28.9M

Total Q2 revenue $131.5M (+24.6% YoY); subscription & support revenue $113.4M (+24.3% YoY).
June 3, 2022, 7:59 PM ET other materiality 0.45 neutral item 5.02 item 5.07 item 9.01

Workiva shareholders approve 3M share equity plan increase, elect directors

Approved amendment of 2014 Equity Incentive Plan, increasing shares from 10.86M to 13.86M.
May 3, 2022, 7:59 PM ET earnings materiality 0.75 negative item 2.02 item 9.01

Workiva Q1 revenue $129.7M (+24.4% YoY); GAAP EPS loss $0.35 vs $0.15

Total revenue $129.7M, up 24.4% YoY; subscription & support revenue $107.1M, up 26.1%.
April 1, 2022, 7:59 PM ET M&A materiality 0.70 positive item 1.01 item 2.01 item 7.01 item 9.01

Workiva acquires ParsePort for $100M cash to boost European XBRL/ESEF reporting

Acquired all equity of Denmark-based ParsePort for $100M in cash, closing simultaneous with signing.
February 22, 2022, 6:59 PM ET earnings materiality 0.75 neutral item 2.02 item 9.01

Workiva Q4 revenue up 28.7% to $120.8M; guides FY22 rev $532-534M

Q4 total revenue $120.8M (+28.7% YoY); subscription & support $104.3M (+28.8%).
February 22, 2022, 6:59 PM ET leadership materiality 0.60 neutral item 5.02 item 9.01 ◈ executive_change ×4

Workiva appoints Julie Iskow as President; CCO takes leave, CTO reduces time

Martin Vanderploeg steps down as President but remains CEO; Julie Iskow (COO) appointed President effective March 1, 2022.
January 31, 2022, 6:59 PM ET other materiality 0.25 neutral item 5.02 item 9.01

Workiva adopts PSU award form with annual revenue growth targets 20-26%

Board adopted form of PSU award for executive employees under 2014 Equity Incentive Plan.
November 17, 2021, 6:59 PM ET other material materiality 0.55 neutral item 8.01

Workiva CEO sells 600k shares, CTO sells 330k shares; both affirm continued roles

CEO Vanderploeg sold 600,000 Class A shares (~24.8% of beneficial holdings) in block trade, representing 1.2% of total outstanding stock.
November 3, 2021, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

Workiva Q3 revenue $112.7M (+27.9% YoY); raises FY2021 guidance

Subscription & support revenue $98.9M, up 30.4% YoY; total revenue beat guidance.
August 11, 2021, 7:59 PM ET other material materiality 0.60 neutral item 8.01

CEO and CTO of Workiva sell combined 1.34M shares for personal planning; affirm roles

CEO sold 735,579 shares (22% of beneficial stake, 1.4% of total) for divorce tax planning.
August 3, 2021, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Workiva Q2 revenue $105.6M (+25.9% YoY); raises FY21 revenue guidance to $430-432M

Subscription & support revenue $91.2M (+29% YoY); total gross margin 76.7% vs 73.5%.

Executive changes

Departed

Brigid Bonner

Class II director

WK · WORKIVA INC

Filed: April 4, 2025, 7:59 PM ET

On April 2, 2025, Brigid Bonner, a member of the Nominating and Governance Committee and Chair of the Compensation Committee, informed the Board of Directors (the “Board”) of Workiva Inc. (the “Company”) of her decision not to stand for re-election as a Class II director of the Board when her current term expires at the Company’s 2025 annual meeting of the stockholders (the “Annual Meeting”).

Role change

Jill E. Klindt

Executive Vice President, Chief Financial Officer and Treasurer

WK · WORKIVA INC

Effective: 2023-08-14
Successor: Junko Swain
Filed: July 26, 2023, 7:59 PM ET

Jill E. Klindt, who served as the Company’s Executive Vice President, Chief Financial Officer, Chief Accounting Officer, and Treasurer, will no longer act as the Company’s Chief Accounting Officer, effective August 14, 2023, but will continue to serve as Executive Vice President, Chief Financial Officer and Treasurer.

Appointed

Junko Swain

Senior Vice President and Chief Accounting Officer

WK · WORKIVA INC

Effective: 2023-08-14
Filed: July 26, 2023, 7:59 PM ET

On July 24, 2023, Junko Swain was appointed to the posi tion of Senior Vice President and C hief Accounting Officer of Workiva Inc. (the “Company”, “we” or “us”), effective August 14, 2023.

Role change

Julie Iskow

Chief Executive Officer

WK · WORKIVA INC

Effective: 2023-04-01
Filed: February 21, 2023, 6:59 PM ET

Julie Iskow, 61, the Company’s President and Chief Operating Officer, was appointed Chief Executive Officer of the Company, effective April 1, 2023.

Appointed

Martin J. Vanderploeg

Non-Executive Chair

WK · WORKIVA INC

Effective: 2023-04-01
Filed: February 21, 2023, 6:59 PM ET

Mr. Vanderploeg will continue to serve on the Board, and commencing on April 1, 2023, will serve as the Board’s Non-Executive Chair.

Departed

Martin J. Vanderploeg

Chief Executive Officer

WK · WORKIVA INC

Effective: 2023-03-31
Successor: Julie Iskow
Filed: February 21, 2023, 6:59 PM ET

Martin J. Vanderploeg notified the Board of Directors (the “Board”) of Workiva Inc. (the “Company”) of his intent to retire as Chief Executive Officer of the Company, effective March 31, 2023.

Departed

Jeffrey D. Trom

Chief Technology Officer

WK · WORKIVA INC

Effective: 2023-02-01
Filed: January 9, 2023, 6:59 PM ET

On January 9, 2023, Jeffrey D. Trom informed Workiva Inc. (the "Company") of his intention to retire as Chief Technology Officer of the Company, effective as of February 1, 2023.

Departed

Mithun Banarjee

Other Named Officer

WK · WORKIVA INC

Effective: 2022-09-01
Filed: September 6, 2022, 7:59 PM ET

On September 1, 2022, Workiva Inc. (the "Company") and Mithun Banarjee agreed that Mr. Banarjee would terminate his employment with the Company.

Role change

Mithun Banarjee

Chief Customer Officer

WK · WORKIVA INC

Effective: 2022-03-01
Filed: February 22, 2022, 6:59 PM ET

On February 20, 2022, Mithun Banarjee informed the Company that he is stepping down from his role as Chief Customer Officer, in order to take a six month, unpaid temporary leave of absence for personal reasons, effective March 1, 2022.

Role change

Martin J. Vanderploeg

President

WK · WORKIVA INC

Effective: 2022-03-01
Successor: Julie Iskow
Filed: February 22, 2022, 6:59 PM ET

On February 19, 2022, Martin J. Vanderploeg notified Workiva Inc. (the “Company”) of his intention to step down from his role as President of the Company, in order to more fully focus on his role as Chief Executive Officer of the Company, effective March 1, 2022.

Appointed

Julie Iskow

President

WK · WORKIVA INC

Effective: 2022-03-01
Filed: February 22, 2022, 6:59 PM ET

On February 19, 2022, the Company announced that Julie Iskow was appointed as President of the Company, effective March 1, 2022.

Role change

Jeffrey D. Trom

Chief Technology Officer

WK · WORKIVA INC

Effective: 2022-03-01
Filed: February 22, 2022, 6:59 PM ET

On February 21, 2022, Jeffrey D. Trom, the Company’s Executive Vice President and Chief Technology Officer, informed the Company that he will continue to serve as Chief Technology Officer in a half time capacity, effective March 1, 2022, and in connection therewith will surrender certain of his administrative duties as an executive officer to focus on technology.

Earnings & guidance

2026-Q1 EPS reported $0.33 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

15 positive 3 negative 27 neutral

source · WK on sec.gov