Source-grounded facts extracted from WORKIVA INC's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
WORKIVA INC shareholders approved Approval of the amendment and restatement of the Workiva Inc. 2014 Equity Incentive Plan to increase the number of shares that may be issued under the Plan at the 2026-05-28 meeting.
“Proposal 3: Approval of the amendment and restatement of the Workiva Inc. 2014 Equity Incentive Plan to increase the number of shares that may be issued under the Plan For Against Abstain Broker Non-Votes 62,218,607 11,806,408 18,320 4,805,109”
WORKIVA INC shareholders approved Advisory approval of the compensation of the named executive officers at the 2026-05-28 meeting.
“Proposal 2: Advisory approval of the compensation of the named executive officers For Against Abstain Broker Non-Votes 51,575,404 22,289,983 177,948 4,805,109”
WORKIVA INC shareholders approved Election of three Class III directors at the 2026-05-28 meeting.
“Proposal 1: Election of three Class III directors Director Term Expiring For Withhold Broker Non-Votes Michael M. Crow, Ph.D. 2029 57,647,311 16,396,024 4,805,109 R. Scott Herren 2029 73,726,838 316,497 4,805,109 Julie Iskow 2029 53,595,260 20,448,075 4,805,109”
WORKIVA INC reported first quarter ended March 31, 2026 results: revenue $247 million, net income $19 million, EPS $0.33 per diluted share. Guidance initiated.
“Total revenue for the first quarter of 2026 reached $247 million, an increase of 20% from $206 million in the first quarter of 2025.”
WORKIVA INC engaged Grant Thornton, LLP as its auditor.
“On April 30, 2026, the Committee approved the engagement of Grant Thornton, LLP (“GT”) as its new independent registered public accounting firm for the Company’s fiscal year ending December 31, 2026 and related interim periods.”
WORKIVA INC dismissed Ernst & Young LLP as its auditor.
“(a) Dismissal of Independent Registered Public Accounting Firm. O n April 30, 2026, the Audit Committee of the Board of Directors (the “Committee”) of Workiva Inc.”
WORKIVA INC: Amended certificate of incorporation to allow officer exculpation under Delaware law, effective May 29, 2025 (effective 2025-05-29).
“the stockholders of Workiva Inc., a Delaware corporation (the "Company"), approved an amendment (the "Amendment") to the Company's Certificate of Incorporation to allow for the exculpation of officers as permitted by Delaware law”
Brigid Bonner departed as Class II director at WORKIVA INC.
“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”).”
WORKIVA INC reported first quarter ended March 31, 2024 results: revenue Total revenue for the first quarter of 2024 reached $176 million, net income GAAP net loss for the first quarter of 2024 was $12 million, EPS GAAP net loss per basic and diluted share was $0.21. Guidance reaffirmed.
“Workiva Inc. Announces First Quarter 2024 Financial Results • Increased Q1 2024 Subscription & Support Revenue by 20% over Q1 2023 • Total revenues of $176 million in Q1 2024, representing 17% year-over-year growth • Achieved 34% YOY Growth of Customers with Annual Contract Value Over $300K NEW YORK - May 2, 2024 – Workiva Inc. (NYSE:WK), the world’s leading cloud platform for assured integrated reporting, today announced financial results for its first quarter ended March 31, 2024.”
WORKIVA INC reported First quarter 2024 results: revenue Total revenue is expected to be in the range of $173 million to $175 million.. Guidance initiated.
“As of February 20, 2024, Workiva is providing guidance as follows: First Quarter 2024 Guidance : • Total revenue is expected to be in the range of $173 million to $175 million.”
WORKIVA INC reported the full year ended December 31, 2023 results: revenue Total revenue for the full year 2023 reached $630 million, net income GAAP net loss for 2023 was $128 million, EPS GAAP net loss per basic and diluted share was $2.36.
“Total revenue for the full year 2023 reached $630 million, an increase of 17% from $538 million in 2022.”
WORKIVA INC reported the quarter ended December 31, 2023 results: revenue $167 million, net income GAAP net loss for the fourth quarter of 2023 was $4 million, EPS GAAP net loss per basic and diluted share was $0.08.
“Total revenue for the fourth quarter of 2023 reached $167 million, an increase of 16% from $144 million in the fourth quarter of 2022.”
WORKIVA INC reported the third quarter ended September 30, 2023 results: revenue $158 million, net income GAAP net loss for the third quarter of 2023 was $56 million, EPS GAAP net loss per basic and diluted share was $1.04.
“--- Workiva Inc. Announces Third Quarter 2023 Financial Results • Increased Q3 2023 Subscription & Support Revenue by 21% over Q3 2022 • Generated Total Q3 2023 Revenue of $158.2 Million, up 19% over Q3 2022 • Achieved 38% YOY Growth of Customers with Annual Contract Value Over $300K NEW YORK - October 30, 2023 – Workiva Inc. (NYSE:WK), the world’s leading cloud”
WORKIVA INC incurred convertible notes of $77 million aggregate principal amount with Goldman Sachs & Co. LLC at 1.250% maturing due 2028.
“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”).”
WORKIVA INC incurred convertible notes of $625 million with U.S. Bank Trust Company, National Association at 1.250% maturing August 15, 2028.
“Workiva Inc. (the "Company", "we", "us") entered into a purchase agreement (the “Purchase Agreement”) with Goldman Sachs & Co. LLC (the “Initial Purchaser”), to issue and sell $625 million in aggregate principal amount of 1.250% Convertible Senior Notes due 2028 (the “2028 Notes”), with an option granted to the Initial Purchaser to purchase, for settlement within a”
WORKIVA INC entered into Purchase Agreement with Goldman Sachs & Co. LLC valued at $625 million (effective 2023-08-14).
“On August 14, 2023, Workiva Inc. (the "Company", "we", "us") entered into a purchase agreement (the “Purchase Agreement”) with Goldman Sachs & Co. LLC (the “Initial Purchaser”), to issue and sell $625 million in aggregate principal amount of 1.250% Convertible Senior Notes due 2028”
WORKIVA INC reported the quarter ended June 30, 2023 results: revenue $155.0 million, net income GAAP net loss for the second quarter of 2023 was $20.9 million, EPS GAAP net loss per basic and diluted share was $0.39. Guidance reaffirmed.
“--- Workiva Inc. Announces Second Quarter 2023 Financial Results • Increased Q2 2023 Subscription & Support Revenue by 21% over Q2 2022 • Generated Total Q2 2023 Revenue of $155.0 Million, up 18% over Q2 2022 • Achieved 28% YOY Growth of Customers with Annual Contract Value Over $150K NEW YORK - August 3, 2023 – Workiva Inc. (NYSE:WK), the world’s leading cloud”
Jill E. Klindt changed role as Executive Vice President, Chief Financial Officer and Treasurer at WORKIVA INC.
“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.”
Junko Swain was appointed as Senior Vice President and Chief Accounting Officer at WORKIVA INC.
“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.”
WORKIVA INC shareholders approved Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2023 at the 2023-05-30 meeting.
“Proposal 3: Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2023 For Against Abstain 82,398,357 106,790 40,448”
WORKIVA INC shareholders approved Advisory approval of the compensation of the named executive officers at the 2023-05-30 meeting.
“Proposal 2: Advisory approval of the compensation of the named executive officers For Against Abstain Broker Non-Votes 72,598,891 4,427,554 1,234,369 4,284,781”
WORKIVA INC shareholders approved Election of two Class III directors at the 2023-05-30 meeting.
“Proposal 1: Election of two Class III directors Director Term Expiring For Withhold Broker Non-Votes Michael M. Crow, Ph.D. 2026 60,624,771 17,635,713 4,284,781 Julie Iskow 2026 77,718,164 542,650 4,284,781”
WORKIVA INC reported first quarter ended March 31, 2023 results: revenue Total revenue for the first quarter of 2023 reached $150.2 million, net income GAAP net loss for the first quarter of 2023 was $46.2 million, EPS GAAP net loss per basic and diluted share was $0.86. Guidance reaffirmed.
“Workiva Inc. (the "Company") issued a press release announcing its results for the quarter ended March 31, 2023.”
WORKIVA INC reported financial results for the fourth quarter and full year ended December 31, 2022.
“On February 21, 2023, Workiva Inc. (the "Company") issued a press release announcing its results for the quarter and year ended December 31, 2022. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein.”
Julie Iskow was appointed as Chief Executive Officer at WORKIVA INC.
“Julie Iskow, 61, the Company’s President and Chief Operating Officer, was appointed Chief Executive Officer of the Company, effective April 1, 2023.”
Martin J. Vanderploeg was appointed as Non-Executive Chair at WORKIVA INC.
“Mr. Vanderploeg will continue to serve on the Board, and commencing on April 1, 2023, will serve as the Board’s Non-Executive Chair.”
Martin J. Vanderploeg retired as Chief Executive Officer at WORKIVA INC.
“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.”
WORKIVA INC: Amended and restated bylaws to clarify procedural mechanics for stockholder nominations of directors, including requiring a proxy card color other than white for stockholders soliciting proxies from other stockholders (effective 2023-01-09).
“On January 9, 2023, the Board of Directors of Workiva Inc. (the "Company") amended and restated the Company's bylaws (as amended, the “Bylaws”) to clarify and enhance procedural mechanics in connection with stockholder nominations of directors, including by requiring a stockholder directly or indirectly soliciting proxies from other stockholders to use a proxy card color other than white.”
Jeffrey D. Trom retired as Chief Technology Officer at WORKIVA INC.
“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.”
WORKIVA INC reported quarter ended September 30, 2022 results: revenue $132.8 million, net income $29.7 million net loss, EPS $0.56 net loss per basic and diluted share.
“Third Quarter 2022 Financial Highlights • Revenue: Total revenue for the third quarter of 2022 reached $132.8 million, an increase of 17.9% from $112.7 million in the third quarter of 2021. Subscription and support revenue contributed $118.6 million, up 19.9% versus the third quarter of 2021. Professional services revenue was $14.3 million, an increase of 3.5% compared to the same quarter in the prior year. • Gross Profit: GAAP gross profit for the third quarter of 2022 was $100.4 million compared with $86.3 million in the same quarter of 2021. GAAP gross margin was 75.6% versus 76.6% in the third quarter of 2021. Non-GAAP gross profit for the third quarter of 2022 was $101.8 million, an increase of 16.5% compared with the prior year's third quarter, and non-GAAP gross margin was 76.6% compared to 77.6% in the third quarter of 2021. • Results from Operations: GAAP loss from operations for the third quarter of 2022 was $30.1 million compared with a loss of $8.0 million in the prior year”
Mithun Banarjee was terminated as other_named_officer at WORKIVA INC.
“On September 1, 2022, Workiva Inc. (the "Company") and Mithun Banarjee agreed that Mr. Banarjee would terminate his employment with the Company.”
Jeffrey D. Trom changed role as Chief Technology Officer at WORKIVA INC.
“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.”
Mithun Banarjee changed role as Chief Customer Officer at WORKIVA INC.
“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.”
Julie Iskow was appointed as President at WORKIVA INC.
“On February 19, 2022, the Company announced that Julie Iskow was appointed as President of the Company, effective March 1, 2022.”
Martin J. Vanderploeg changed role as President at WORKIVA INC.
“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.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.