Workiva's three largest insider shareholders as of September 05, 2026 are Jeff D. Trom (Executive Vp Cto, 511.52K shares), Julie Iskow (President Ceo, 460.53K shares), Martin J. Vanderploeg (Ceo, 437.11K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Jeff D. Trom | Executive Vp Cto | 290,907 | 220,611 | 511,518 | 21.7% | 06 Sep, 2022 |
| 2 | Julie Iskow | President Ceo | 460,530 | 0 | 460,530 | 19.5% | 06 Apr, 2026 |
| 3 | Martin J. Vanderploeg | Ceo | 0 | 437,105 | 437,105 | 18.5% | 20 Aug, 2026 |
| 4 | David S. Mulcahy | Director | 240,373 | 0 | 240,373 | 10.2% | 12 Dec, 2025 |
| 5 | Mithun Banarjee | Chief Customer Officer | 160,551 | 0 | 160,551 | 6.8% | 06 Sep, 2022 |
| 6 | Barbara A Larson | Evp, Cfo Treasurer | 141,103 | 0 | 141,103 | 6.0% | 03 Feb, 2026 |
| 7 | Brandon Ziegler | Evp, Clo, Cao Corp Secretary | 126,216 | 0 | 126,216 | 5.3% | 21 Aug, 2026 |
| 8 | Jill Klindt | Evp, Cfo Treasurer | 107,581 | 0 | 107,581 | 4.6% | 27 May, 2025 |
| 9 | Michael D. Hawkins | Evp, Sales | 52,306 | 0 | 52,306 | 2.2% | 14 Mar, 2025 |
| 10 | Robert H Herz | Director | 37,372 | 0 | 37,372 | 1.6% | 08 Jun, 2026 |
| 11 | Junko Swain | Svp, Chief Accounting Officer | 28,830 | 0 | 28,830 | 1.2% | 02 Sep, 2026 |
| 12 | Brigid A. Bonner | Director | 21,588 | 0 | 21,588 | 0.9% | 03 Jun, 2024 |
| 13 | Suku V. Radia | Director | 15,643 | 0 | 15,643 | 0.7% | 03 Jun, 2026 |
| 14 | Michael M Crow | Director | 7,288 | 0 | 7,288 | 0.3% | 03 Jun, 2026 |
| 15 | Astha Malik | Director | 7,288 | 0 | 7,288 | 0.3% | 03 Jun, 2026 |
| 16 | Mark S Peek | Director | 6,070 | 0 | 6,070 | 0.3% | 03 Jun, 2026 |
| 17 | Richard Scott Herren | Director | 877 | 0 | 877 | 0.0% | 03 Mar, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 20 Aug, 2026 | Brandon Ziegler | Evp, Clo, Cao Corp Secretary | Disposed S | 6,571 | $75.97 | $499.20K | 126,216 | Direct |
| 18 Aug, 2026 | Martin J. Vanderploeg | Director | Disposed G | 2,780 | $0.00 | $0 | 437,105 | Indirect |
| 04 Jun, 2026 | Robert H Herz | Director | Disposed S | 1,500 | $51.23 | $76.85K | 37,372 | Direct |
| 01 Jun, 2026 | Suku V. Radia | Director | Acquired A | 4,070 | — | — | 15,643 | Direct |
| 01 Jun, 2026 | Michael M Crow | Director | Acquired A | 4,070 | — | — | 7,288 | Direct |
| 01 Jun, 2026 | Robert H Herz | Director | Acquired A | 4,070 | — | — | 38,872 | Direct |
| 01 Jun, 2026 | Mark S Peek | Director | Acquired A | 4,070 | — | — | 6,070 | Direct |
| 01 Jun, 2026 | Astha Malik | Director | Acquired A | 4,070 | — | — | 7,288 | Direct |
| 29 May, 2026 | Robert H Herz | Director | Disposed S | 1,000 | $49.69 | $49.69K | 34,802 | Direct |
| 03 Apr, 2026 | Julie Iskow | President Ceo | Disposed F | 7,578 | $60.00 | $454.68K | 460,530 | Direct |
| 02 Mar, 2026 | Richard Scott Herren | Director | Acquired A | 877 | — | — | 877 | Direct |
| 01 Mar, 2026 | Julie Iskow | President Ceo | Acquired A | 4,092 | $0.00 | $0 | 472,893 | Direct |
| 01 Mar, 2026 | Julie Iskow | President Ceo | Disposed F | 2,208 | $61.58 | $135.97K | 470,685 | Direct |
| 01 Mar, 2026 | Julie Iskow | President Ceo | Disposed F | 2,577 | $61.58 | $158.69K | 468,108 | Direct |
| 11 Feb, 2026 | Julie Iskow | President Ceo | Acquired A | 13,135 | $0.00 | $0 | 459,605 | Direct |
| 11 Feb, 2026 | Junko Swain | Svp, Chief Accounting Officer | Acquired A | 771 | $0.00 | $0 | 31,208 | Direct |
| 11 Feb, 2026 | Junko Swain | Svp, Chief Accounting Officer | Disposed F | 374 | $64.95 | $24.29K | 30,834 | Direct |
| 11 Feb, 2026 | Julie Iskow | President Ceo | Acquired A | 20,972 | $0.00 | $0 | 480,577 | Direct |
| 11 Feb, 2026 | Julie Iskow | President Ceo | Acquired A | 14,390 | $0.00 | $0 | 494,967 | Direct |
| 11 Feb, 2026 | Julie Iskow | President Ceo | Disposed F | 26,166 | $64.95 | $1.70Mn | 468,801 | Direct |