WK · Workiva Inc · Insider Trading

Each share of Class B Common Stock is convertible, at any time at the election of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (i) the date specified by the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, (ii) any transfer, except for certain "qualified transfers" (as defined in the Issuer's Certificate of Incorporation) or (iii) upon the death of a natural person holding shares of Class B Common Stock (subject to certain exceptions as defined in the Issuer's Certificate of Incorporation).

On September 15, 2026, the reporting person contributed 60,000 shares of indirectly owned Class B Common Stock to an irrevocable trust for which the Reporting Person serves as an investment advisor, and of which the Reporting Person's immediate family member is beneficiary.

Each share of Class B Common Stock is convertible, at any time at the election of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (i) the date specified by the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, (ii) any transfer, except for certain "qualified transfers" (as defined in the Issuer's Certificate of Incorporation) or (iii) upon the death of a natural person holding shares of Class B Common Stock (subject to certain exceptions as defined in the Issuer's Certificate of Incorporation).

On September 15, 2026, the reporting person contributed 60,000 shares of indirectly owned Class B Common Stock to an irrevocable trust for which the Reporting Person serves as an investment advisor, and of which the Reporting Person's immediate family member is beneficiary.

Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Includes 147 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on July 15, 2026.

The price reported in Column 4 is a weighted-average price. The price actually received ranges from $75.76 to $76.19. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.

Includes 147 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on July 14, 2026

Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan.

Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan.

Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan.

Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan.

Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan.

Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan.

Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan.

Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Grant of restricted stock units pursuant to the Workiva Inc. 2014 Equity Incentive Plan (as Amended and Restated May 30, 2024).

Shares delivered to the issuer for payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted.

Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2024. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 200% of the target for the 2024-2025 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar year in the three-year performance period.

Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 3, 2025. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 100% of the target for the 2025 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar years in the three-year performance period.

Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2024. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 200% of the target for the 2024-2025 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar year in the three-year performance period.

Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted.

Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 3, 2025. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 100% of the target for the 2025 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar years in the three-year performance period.

Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2023. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 162.5% of the target for the 2023-2025 performance period. These PSUs became fully vested upon certification by the Compensation Committee.

Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 3, 2025. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 100% of the target for the 2025 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar years in the three-year performance period.

Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted.

Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted.

Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2024. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 200% of the target for the 2024-2025 performance period. Subject to the continued employment of the Reporting Person and achievement of applicable annual revenue growth rate goals, additional PSUs will vest following the completion of the remaining calendar year in the three-year performance period.

Represents shares of issuer common stock earned in connection with performance restricted stock units ("PSUs") granted to the Reporting Person on February 1, 2023. The Compensation Committee certified the performance conditions and the PSUs were earned and vested at 162.5% of the target for the 2023-2025 performance period. These PSUs became fully vested upon certification by the Compensation Committee.

Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan. Consists of 104,521 RSUs granted in connection with her hiring and pursuant to her employment agreement, and 36,582 RSUs granted as per the Company's annual granting procedures.

Vests in three equal annual installments commencing on the first anniversary of the grant date.

Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

Vests in four equal annual installments commencing on the first anniversary of the grant date.

Includes 185 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on January 14, 2025.

Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

Vests in three equal annual installments commencing on the first anniversary of the grant date.

Grant of restricted stock units pursuant to the 2014 Equity Incentive Plan.

Vests in three equal annual installments commencing on the first anniversary of the grant date.

Includes 109 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on July 14, 2025, and 185 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on January 14, 2026.

Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Includes 185 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on January 14, 2025.

Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Includes 109 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on July 14, 2025, and 185 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on January 14, 2026.

Each share of Class B Common Stock is convertible, at any time at the election of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (i) the date specified by the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, (ii) any transfer, except for certain "qualified transfers" (as defined in the Issuer's Certificate of Incorporation) or (iii) upon the death of a natural person holding shares of Class B Common Stock (subject to certain exceptions as defined in the Issuer's Certificate of Incorporation).

Each share of Class B Common Stock is convertible, at any time at the election of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (i) the date specified by the holders of at least 66 2/3% of the outstanding shares of Class B Common Stock, (ii) any transfer, except for certain "qualified transfers" (as defined in the Issuer's Certificate of Incorporation) or (iii) upon the death of a natural person holding shares of Class B Common Stock (subject to certain exceptions as defined in the Issuer's Certificate of Incorporation).

The price reported in Column 4 is a weighted-average price. The price actually received ranges from $92.00 to $92.04. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.

Represents a gift of securities by the Reporting Person to a family trust.

Represents a gift of securities by the Reporting Person to a family trust.

Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted.

Includes 109 shares purchased by the Reporting Person under the Workiva Inc. Employee Stock Purchase Plan on July 14, 2025.

Represents a gift of securities by the Reporting Person to a revocable trust.