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WORKIVA INC [WK]

Reporting date: 02/11/2026

⚠️ Bullish Insider Mix Detected

📝 What Happened

  • Insider: Multiple reporting owners (Julie Iskow; Ziegler Brandon; Swain Junko)
  • Role: President & CEO; EVP, CLO, CAO & Corporate Secretary; SVP, Chief Accounting Officer
  • Company: WORKIVA INC (WK)
  • Transaction Date(s): 2026-02-11
  • Table I (Non-Derivative Securities)
    • Sale : 35,270 shares
    • Average Sale Price: $64.95
    • Total Value: 35,270 * $64.95 = ~$2,290,786.50
    • Post-Transaction Direct Holdings: 632,275 shares (aggregate across reporting owners)
    • Indirect Holdings: 0 shares
    • 10b5-1 Plan Used? No

📄 Summary

Multiple officers (Julie Iskow — President & CEO; Brandon Ziegler — EVP/CLO/CAO & Corp Secretary; Junko Swain — SVP & Chief Accounting Officer) at WORKIVA INC (WK) executed a mix of compensation vesting and related withholding disposals on February 11, 2026. Collectively they were awarded/received 66,365 shares (vested PSUs/awards reported at $0.00) and delivered/sold 35,270 shares to the issuer to satisfy withholding at a reported price of $64.95, realizing proceeds of about ~$2,290,787. After the transactions the group now holds 632,275 direct shares. For retail traders, this is a neutral-to-slightly bullish event: insiders net acquired shares via vesting while only surrendering shares for tax withholding.

🔑 Interpretation

  • Type: Compensation-related (PSU vesting) with tax-withholding dispositions — not a discretionary open-market sell program.
  • Disposition: Awarded shares vested (acquired) and a portion were immediately delivered/surrendered to the issuer to cover withholding taxes (F-code disposals).
  • Size Context: Aggregate awards (66,365 shares) exceed the withholding disposals (35,270 shares), producing a net increase in holdings (~31,095 shares). The withholding sales are standard for vested compensation and not large relative to each officer's total post-transaction holdings.
  • ATH Metric: The reported disposal price was $64.95. Using a recent close near that level as reference, $64.95 appears in line with recent trading and is not an obvious all-time high or low trigger; timing looks consistent with scheduled vesting rather than opportunistic trading at an ATH or bottom.
  • Outlier Check: Activity appears routine for multi-year PSU vesting cycles and corresponding tax-withholding — not unusually large versus the amounts vested and holdings disclosed.

📊 Bullish or Bearish?

Decide: Bullish

Bullish. The filings show large PSU vestings (multiple officers) and only routine share deliveries to cover withholding — insiders net increased their exposure. The disposals were tax-related (F-code) rather than large discretionary sell-downs; data completeness is good for these reported transactions. Cluster activity cannot be determined from this filing alone.

✅ Bottom Line (Retail Takeaway)

This looks like routine compensation vesting with tax-related share surrender, not a bearish signal. For retail traders, it’s noise — not a clear tradeable event unless followed by coordinated open-market sales from multiple senior insiders.