Research Summary
AI-generated summary of this SEC filing
Workiva (WK) EVP Brandon Ziegler Receives RSU Award
What Happened Brandon Ziegler, EVP, Chief Legal Officer, Chief Administrative Officer and Corporate Secretary of Workiva (WK), received a grant of 33,839 restricted stock units (RSUs) on 2026-02-02 valued at $76.54 each (total ≈ $2,590,037). On 2026-02-01 he delivered 8,838 shares back to the company to satisfy withholding taxes on previously vested RSUs; those shares were valued at $77.02 each (total ≈ $680,703). The delivery of shares for taxes is a routine, non‑market sale; the grant is an award/acquisition.
Key Details
- Transactions:
- 2026-02-01 — 8,838 shares delivered for tax withholding at $77.02/share; disposition value ≈ $680,703 (code F).
- 2026-02-02 — Grant of 33,839 RSUs at $76.54/share; grant value ≈ $2,590,037 (code A).
- Shares owned after the transactions: Not specified in this Form 4 filing.
- Notable footnotes:
- F1: Shares were delivered to the issuer to pay withholding taxes on vested RSUs.
- F2: Includes 109 shares bought via ESPP on 2025-07-14 and 185 shares bought via ESPP on 2026-01-14.
- F3: RSU grant made under the 2014 Equity Incentive Plan.
- F4: RSUs vest in three equal annual installments beginning on the first anniversary of the grant.
- Filing timeliness: Form 4 filed 2026-02-03 for transactions on 2026-02-01 and 2026-02-02; no late filing indicated.
Context
- The 33,839 RSUs are an award (acquisition) but are subject to a multi-year vesting schedule (three equal annual installments), so they are not immediately tradable.
- The 8,838‑share disposition was a tax-withholding share surrender (routine), not an open-market sale indicating a change in investment view.
- Transaction codes: A = award/grant; F = shares delivered for tax withholding.