98139AAD7

Workiva Inc

Could not find a ticker for this position, may be a filing error

A cloud-based software platform that helps finance, sustainability, and risk teams turn data from hundreds of systems into linked, auditable reports — its products include Wdesk, Wdata, and Workiva Carbon. It was founded in 2008 in Ames, Iowa, as WebFilings by a group of entrepreneurs who wanted to end the error-prone copy-pasting of spreadsheets into SEC filings, and it rebranded to Workiva in 2014. The name, pronounced "work-eeva," was chosen to reflect the company's mission to change the way people work.

CONVERTIBLEUnderlying: WKCUSIP: 98139AAD7TechnologyUS1 derivative reporter

1.25% Convertible Notes due 2028

Ownership Activity Financials Filings

Insiders

Ranked by how much each holding moved in the last year

Insider

Vanderploeg Martin J.Director · 4 transactions

1.93M+3%

Granted 4.1K

Iskow JuliePresident & CEO, Director · 11 transactions

460.5K+27.9%

Granted 180.6K

Mulcahy David S.Director · 2 transactions

240.4K-0.8%

Sold 2.0K

Larson Barbara AEVP, CFO & Treasurer · 1 transaction

141.1K—

Granted 141.1K

Ziegler BrandonEVP, CLO, CAO & Corp Secretary · 8 transactions

126.2K+21.9%

Granted 50.9K · Sold 6.6K

Crow Michael MDirector · 3 transactions

103.2K-21.5%

Granted 4.1K

Radia Suku V.Director · 1 transaction

86.8K+4.9%

Granted 4.1K

Herz Robert HDirector · 4 transactions

74.2K+0.1%

Granted 4.1K · Sold 4.0K

Swain JunkoSVP, Chief Accounting Officer · 6 transactions

31.2K+17.1%

Granted 7.6K

Malik AsthaDirector · 1 transaction

7.3K—

Granted 4.1K

Herren Richard ScottDirector · 2 transactions

4.9K—

Granted 4.9K

Peek Mark SDirector · 1 transaction

2.0K—

Granted 4.1K

Insider	Stake change	Holds now	Granted / vested	Bought	Sold
Vanderploeg Martin J.Director · 4 transactions	+3%	1.93M	4.1K	—	—
Iskow JuliePresident & CEO, Director · 11 transactions	+27.9%	460.5K	180.6K	—	—
Mulcahy David S.Director · 2 transactions	-0.8%	240.4K	—	—	2.0K
Larson Barbara AEVP, CFO & Treasurer · 1 transaction	—	141.1K	141.1K	—	—
Ziegler BrandonEVP, CLO, CAO & Corp Secretary · 8 transactions	+21.9%	126.2K	50.9K	—	6.6K
Crow Michael MDirector · 3 transactions	-21.5%	103.2K	4.1K	—	—
Radia Suku V.Director · 1 transaction	+4.9%	86.8K	4.1K	—	—
Herz Robert HDirector · 4 transactions	+0.1%	74.2K	4.1K	—	4.0K
Swain JunkoSVP, Chief Accounting Officer · 6 transactions	+17.1%	31.2K	7.6K	—	—
Malik AsthaDirector · 1 transaction	—	7.3K	4.1K	—	—
Herren Richard ScottDirector · 2 transactions	—	4.9K	4.9K	—	—
Peek Mark SDirector · 1 transaction	—	2.0K	4.1K	—	—

Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.