Results of Operations and Financial Condition On August 4, 2026, Workiva Inc. (the “Company”) issued a press release announcing its results for the quarter ended June 30, 2026. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amende…

The filing is about an amendment and restatement of the equity incentive plan, not a management change.

Changes in Registrant’s Certifying Accountant. (a) Dismissal of Independent Registered Public Accounting Firm. O n April 30, 2026, the Audit Committee of the Board of Directors (the “Committee”) of Workiva Inc. (the “Company”) approved the dismissal of Ernst & Young LLP (“EY”) as the Company’s independent registered public accounting firm, effective immediately following the completion of their interim review of the Company’s unaudited interim consolidated financial statements for the quarter…

Results of Operations and Financial Condition On May 5, 2026, Workiva Inc. (the “Company”) issued a press release announcing its results for the quarter ended March 31, 2026. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended…

Results of Operations and Financial Condition On February 19, 2026, Workiva Inc. (the “Company”) issued a press release announcing its results for the quarter ended December 31, 2025. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as…

Director — David S. Mulcahy: David S. Mulcahy resigned as a Class I director and Lead Independent Director.

Chief Financial Officer and Treasurer — Barbara Larson: Appointment of a new Chief Financial Officer and Treasurer from an external candidate.

Results of Operations and Financial Condition On November 5, 2025, Workiva Inc. (the “Company”) issued a press release announcing its results for the quarter ended September 30, 2025. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as…

Results of Operations and Financial Condition On July 31, 2025, Workiva Inc. (the "Company") issued a press release announcing its results for the quarter ended June 30, 2025. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended…

The filing pertains to an equity incentive plan for non-employee directors.

Results of Operations and Financial Condition On May 1, 2025, Workiva Inc. (the "Company") issued a press release announcing its results for the quarter ended March 31, 2025. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended…

Director — Brigid Bonner: Ms. Bonner decided not to stand for re-election as a Class II director.

Results of Operations and Financial Condition On February 25, 2025, Workiva Inc. (the "Company") issued a press release announcing its results for the quarter ended December 31, 2024. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as…

Results of Operations and Financial Condition On November 6, 2024, Workiva Inc. (the "Company") issued a press release announcing its results for the quarter ended September 30, 2024. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as…

Results of Operations and Financial Condition On August 1, 2024, Workiva Inc. (the "Company") issued a press release announcing its results for the quarter ended June 30, 2024. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amende…

Entry into a Material Definitive Agreement. On June 17, 2024 (the “Effective Date”), Workiva Inc., a Delaware corporation (the “Company”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Sustain.Life, Inc., a Delaware corporation (“Sustain”), Sapience Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of the Company (“Merger Sub”) and Shareholder Representative Services LLC, a Colorado limited liability company solely in its capacity as representat…

The filing is about an amendment and restatement of the equity incentive plan, not a management change.

Results of Operations and Financial Condition On May 2, 2024, Workiva Inc. (the "Company") issued a press release announcing its results for the quarter ended March 31, 2024. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended…

Results of Operations and Financial Condition On February 20, 2024, Workiva Inc. (the "Company") issued a press release announcing its results for the quarter and year ended December 31, 2023. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of…

Results of Operations and Financial Condition On October 30, 2023, Workiva Inc. (the "Company") issued a press release announcing its results for the quarter ended September 30, 2023. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as…

Executive Vice President, Chief Legal Officer and Chief Administrative Officer and Corporate Secretary — Brandon E. Ziegler: Mr. Ziegler's new employment agreement was signed, continuing his role with the company.

Unregistered Sales of Equity Securities. We offered and sold the Notes to the Initial Purchaser in reliance on the exemption from registration provided by Section 4(a)(2) of the Securities Act. The Notes and the shares of our Class A common stock issuable upon conversion of the Notes, if any, have not been registered under the Securities Act and may not be offered or sold in the United States absent registration or an applicable exemption from registration requirements. To the extent that any…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On August 29, 2023, Workiva Inc. (the “Company,” “we” or “us”) completed the sale of $77 million aggregate principal amount of its 1.250% Convertible Senior Notes due 2028 (the “Additional Notes”). The Additional Notes were sold to Goldman Sachs & Co. LLC (the “Initial Purchaser”) pursuant to the Initial Purchaser’s partial exercise of its option to purchase up to $100 million ag…

Unregistered Sales of Equity Securities. We offered and sold the 2028 Notes to the Initial Purchaser in reliance on the exemption from registration provided by Section 4(a)(2) of the Securities Act. The 2028 Notes and the shares of our Class A common stock issuable upon conversion of the 2028 Notes, if any, have not been registered under the Securities Act and may not be offered or sold in the United States absent registration or an applicable exemption from registration requirements. To the…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The 2028 Notes were issued pursuant to an Indenture entered into on August 17, 2023 (the "Indenture"), between the Company and U.S. Bank Trust Company, National Association, as trustee (“Trustee”). The 2028 Notes will mature on August 15, 2028, unless earlier converted, redeemed or repurchased. The 2028 Notes will bear interest from August 17, 2023 at a rate of 1.250% per year pa…