Workiva's top three insider shareholders as of May 23, 2026 are Jeff D. Trom (Executive Vp Cto, 511.52K shares), Julie Iskow (President Ceo, 460.53K shares), Martin J. Vanderploeg (Ceo, 439.88K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jeff D. Trom | Executive Vp Cto | 290,907 | 220,611 | 06 Sep, 2022 |
| Martin J. Vanderploeg | Ceo | 0 | 439,885 | 02 Jun, 2025 |
| Suku V. Radia | - | 0 | 28,154 | 13 Nov, 2024 |
| Michael M Crow | - | 38,107 | 0 | 02 Jun, 2025 |
| David S. Mulcahy | - | 240,373 | 0 | 12 Dec, 2025 |
| Richard Scott Herren | - | 877 | 0 | 03 Mar, 2026 |
| Brigid A. Bonner | - | 21,588 | 0 | 03 Jun, 2024 |
| Robert H Herz | - | 0 | 36,809 | 14 Mar, 2025 |
| Jill Klindt | Evp, Cfo Treasurer | 107,581 | 0 | 27 May, 2025 |
| Mithun Banarjee | Chief Customer Officer | 160,551 | 0 | 06 Sep, 2022 |
| Julie Iskow | President Ceo | 460,530 | 0 | 06 Apr, 2026 |
| Brandon Ziegler | Evp, Clo, Cao Corp Secretary | 132,640 | 0 | 13 Feb, 2026 |
| Michael D. Hawkins | Evp, Sales | 52,306 | 0 | 14 Mar, 2025 |
| Barbara A Larson | Evp, Cfo Treasurer | 141,103 | 0 | 03 Feb, 2026 |
| Junko Swain | Svp, Chief Accounting Officer | 30,834 | 0 | 13 Feb, 2026 |
| Astha Malik | - | 3,218 | 0 | 02 Jun, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 03 Apr, 2026 | Julie Iskow | Class A Common Stock | D | 7,578 | $60.00 | 460,530 | D | F |
| 01 Mar, 2026 | Julie Iskow | Class A Common Stock | A | 4,092 | $0.00 | 472,893 | D | A |
| 02 Mar, 2026 | Richard Scott Herren | Class A Common Stock | A | 877 | - | 877 | D | A |
| 01 Mar, 2026 | Julie Iskow | Class A Common Stock | D | 2,208 | $61.58 | 470,685 | D | F |
| 01 Mar, 2026 | Julie Iskow | Class A Common Stock | D | 2,577 | $61.58 | 468,108 | D | F |
| 11 Feb, 2026 | Brandon Ziegler | Class A Common Stock | A | 5,954 | $0.00 | 130,227 | D | A |
| 11 Feb, 2026 | Brandon Ziegler | Class A Common Stock | A | 5,954 | $0.00 | 130,227 | D | A |
| 11 Feb, 2026 | Junko Swain | Class A Common Stock | A | 771 | $0.00 | 31,208 | D | A |
| 11 Feb, 2026 | Julie Iskow | Class A Common Stock | A | 13,135 | $0.00 | 459,605 | D | A |
| 11 Feb, 2026 | Brandon Ziegler | Class A Common Stock | A | 5,954 | $0.00 | 130,227 | D | A |
| 11 Feb, 2026 | Brandon Ziegler | Class A Common Stock | A | 7,340 | $0.00 | 137,567 | D | A |
| 11 Feb, 2026 | Junko Swain | Class A Common Stock | D | 374 | $64.95 | 30,834 | D | F |
| 11 Feb, 2026 | Brandon Ziegler | Class A Common Stock | A | 7,340 | $0.00 | 137,567 | D | A |
| 11 Feb, 2026 | Julie Iskow | Class A Common Stock | A | 20,972 | $0.00 | 480,577 | D | A |
| 11 Feb, 2026 | Brandon Ziegler | Class A Common Stock | A | 7,340 | $0.00 | 137,567 | D | A |
| 11 Feb, 2026 | Brandon Ziegler | Class A Common Stock | A | 3,803 | $0.00 | 141,370 | D | A |
| 11 Feb, 2026 | Brandon Ziegler | Class A Common Stock | A | 3,803 | $0.00 | 141,370 | D | A |
| 11 Feb, 2026 | Julie Iskow | Class A Common Stock | A | 14,390 | $0.00 | 494,967 | D | A |
| 11 Feb, 2026 | Brandon Ziegler | Class A Common Stock | A | 3,803 | $0.00 | 141,370 | D | A |
| 11 Feb, 2026 | Brandon Ziegler | Class A Common Stock | D | 8,730 | $64.95 | 132,640 | D | F |