Iskow Julie 4
4 · WORKIVA INC · Filed Feb 13, 2026
Research Summary
AI-generated summary of this filing
Workiva CEO Julie Iskow Receives PSU Awards; 26,166 Shares Used for Taxes
What Happened
- Julie Iskow, President & CEO and a director of Workiva (WK), was issued performance-based restricted stock (PSU) awards that converted to 48,497 shares on Feb 11, 2026 (three separate awards: 13,135; 20,972; 14,390 shares, reported as acquisitions at $0.00). To cover tax withholding on the vesting, 26,166 shares were delivered back to the issuer (reported as a disposition) at $64.95 per share, valued at $1,699,482. Net shares retained from this vesting event equal 22,331 shares (48,497 issued minus 26,166 surrendered).
Key Details
- Transaction date: February 11, 2026; Form 4 filed February 13, 2026 (timely filing).
- Awards granted/issued: 13,135; 20,972; 14,390 shares (reported as acquisitions at $0.00).
- Shares surrendered for tax withholding: 26,166 @ $64.95 = $1,699,482 (reported as disposition to pay taxes).
- Net shares received from this vesting: 22,331 (48,497 issued − 26,166 surrendered).
- Footnotes:
- The shares represent PSUs certified by the Compensation Committee: the 2/1/2023 PSUs vested at 162.5% of target; 2/1/2024 PSUs vested at 200% of target; 2/3/2025 PSUs vested at 100% of target. Some grants (2024, 2025) note additional PSUs may vest in later years subject to continued employment and revenue goals.
- The surrendered shares were delivered to the issuer to satisfy withholding tax obligations on vesting (tax-withholding cashless share surrender).
- Shares owned after the transaction: not specified in the provided filing.
Context
- These were vesting/award events (transaction code A) and a tax-withholding surrender (code F), not an open-market sale. Using vested shares to pay taxes is a common administrative step and does not necessarily signal a deliberate liquidity-driven sale to an outside buyer.
- For retail investors: awards that vest after certification reflect compensation tied to company performance. Purchases by insiders can be more informative than routine tax-related share surrenders; here the notable item is the PSU certification (above-target payouts for some performance periods).
Insider Transaction Report
Form 4
Iskow Julie
DirectorPresident & CEO
Transactions
- Award
Class A Common Stock
[F1]2026-02-11+13,135→ 459,605 total - Award
Class A Common Stock
[F2]2026-02-11+20,972→ 480,577 total - Award
Class A Common Stock
[F3]2026-02-11+14,390→ 494,967 total - Tax Payment
Class A Common Stock
[F4]2026-02-11$64.95/sh−26,166$1,699,482→ 468,801 total
Footnotes (4)
- [F1]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.
- [F2]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.
- [F3]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.
- [F4]Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of PSUs previously granted.
Signature
/s/ Brandon E. Ziegler as attorney-in-fact for Julie Iskow|2026-02-13