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Nasdaq · USD

OKTA

Okta, Inc.

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Tapewire entity
3154
SEC CIK
0001660134
Parsed reports
731

Last 12 months

Inside the activity.

2 purchase rows · 86 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202507
Jan 202606
Feb 202601
Mar 202609
Apr 202624
May 202604
Jun 2026019
Jul 202604
Aug 202600
Sep 2026027
Oct 202604

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 18, 2025 Filed Sep 22, 2025 21:04 UTC
Addison Jonathan JamesChief Revenue Officer
SaleClass A Common Stock 100 $93.96 $9,396.00
Disclosure

SEC source: 0002010033-25-000005 · wk-form4_1758575082.xml · nonDerivative · entry 4

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,067

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2025.

Read SEC document
September 18, 2025 Filed Sep 22, 2025 21:04 UTC
Addison Jonathan JamesChief Revenue Officer
SaleClass A Common Stock 1,775 $93.55 $166,056.58
Disclosure

SEC source: 0002010033-25-000005 · wk-form4_1758575082.xml · nonDerivative · entry 3

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,167

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2025.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $92.92 to $93.89 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 18, 2025 Filed Sep 22, 2025 21:04 UTC
Addison Jonathan JamesChief Revenue Officer
SaleClass A Common Stock 3,816 $92.29 $352,173.68
Disclosure

SEC source: 0002010033-25-000005 · wk-form4_1758575082.xml · nonDerivative · entry 2

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,942

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2025.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.92 to $92.83 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 18, 2025 Filed Sep 22, 2025 21:04 UTC
Addison Jonathan JamesChief Revenue Officer
SaleClass A Common Stock 400 $91.14 $36,456.00
Disclosure

SEC source: 0002010033-25-000005 · wk-form4_1758575082.xml · nonDerivative · entry 1

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,758

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2025.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.91 to $91.45 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 17, 2025 Filed Sep 19, 2025 20:53 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 1,948 $90.41 $176,119.07
Disclosure

SEC source: 0001968125-25-000009 · wk-form4_1758315224.xml · nonDerivative · entry 2

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 39,155

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 30, 2024.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.09 to $91.02 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 17, 2025 Filed Sep 19, 2025 20:53 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 1,400 $89.83 $125,755.98
Disclosure

SEC source: 0001968125-25-000009 · wk-form4_1758315224.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,103

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 30, 2024.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.08 to $90.07 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Exercise / conversionRestricted Stock Units · Derivative 5,280 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · derivative · entry 15

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,799

Underlying: Class A Common Stock · 5,280 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F6 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 2025, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F6 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2025, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Exercise / conversionRestricted Stock Units · Derivative 4,842 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · derivative · entry 14

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,050

Underlying: Class A Common Stock · 4,842 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F5 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F5 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Exercise / conversionRestricted Stock Units · Derivative 9,952 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · derivative · entry 13

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,905

Underlying: Class A Common Stock · 9,952 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F4 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F4 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Exercise / conversionRestricted Stock Units · Derivative 1,188 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · derivative · entry 12

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,375

Underlying: Class A Common Stock · 1,188 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F3 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Exercise / conversionRestricted Stock Units · Derivative 385 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · derivative · entry 11

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 385 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: The shares underlying the RSU fully vested on September 15, 2025.

F2 · derivative.expiration_date: The shares underlying the RSU fully vested on September 15, 2025.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Tax withholdingClass A Common Stock 2,682 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · nonDerivative · entry 10

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,696

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Exercise / conversionClass A Common Stock 5,280 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · nonDerivative · entry 9

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,378

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Tax withholdingClass A Common Stock 2,459 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · nonDerivative · entry 8

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,098

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Exercise / conversionClass A Common Stock 4,842 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · nonDerivative · entry 7

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,557

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Tax withholdingClass A Common Stock 5,054 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · nonDerivative · entry 6

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,715

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Exercise / conversionClass A Common Stock 9,952 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · nonDerivative · entry 5

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,769

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Tax withholdingClass A Common Stock 604 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · nonDerivative · entry 4

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,817

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Exercise / conversionClass A Common Stock 1,188 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · nonDerivative · entry 3

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,421

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Tax withholdingClass A Common Stock 196 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · nonDerivative · entry 2

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,233

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:08 UTC Exercise / conversionClass A Common Stock 385 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000004 · wk-form4_1758143282.xml · nonDerivative · entry 1

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,429

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,080 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · derivative · entry 18

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,800

Underlying: Class A Common Stock · 3,080 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F7 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 2025, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F7 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2025, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 1,453 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · derivative · entry 17

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,715

Underlying: Class A Common Stock · 1,453 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F6 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F6 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,591 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · derivative · entry 16

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,955

Underlying: Class A Common Stock · 3,591 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F5 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on March 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F5 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on March 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,318 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · derivative · entry 15

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,635

Underlying: Class A Common Stock · 3,318 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F4 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F4 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 848 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · derivative · entry 14

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,697

Underlying: Class A Common Stock · 848 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F3 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 1,069 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · derivative · entry 13

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,069

Underlying: Class A Common Stock · 1,069 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: 25% of the shares underlying the RSU vested on December 15, 2022, and the remaining shares underlying the RSU shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F2 · derivative.expiration_date: 25% of the shares underlying the RSU vested on December 15, 2022, and the remaining shares underlying the RSU shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 1,565 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · nonDerivative · entry 12

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,158

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 3,080 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · nonDerivative · entry 11

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,723

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 785 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · nonDerivative · entry 10

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,643

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 1,453 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · nonDerivative · entry 9

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,428

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 1,969 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · nonDerivative · entry 8

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,975

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 3,591 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · nonDerivative · entry 7

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,944

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 1,858 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · nonDerivative · entry 6

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,353

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 3,318 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · nonDerivative · entry 5

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,211

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 482 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · nonDerivative · entry 4

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,893

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 848 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · nonDerivative · entry 3

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,375

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 609 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · nonDerivative · entry 2

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,527

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:06 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 1,069 $0.00 $0.00
Disclosure

SEC source: 0002010033-25-000003 · wk-form4_1758143183.xml · nonDerivative · entry 1

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,136

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:16 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,520 $0.00 $0.00
Disclosure

SEC source: 0001865084-25-000003 · wk-form4_1758143763.xml · derivative · entry 13

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,200

Underlying: Class A Common Stock · 3,520 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F5 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 2025, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F5 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2025, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:16 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,874 $0.00 $0.00
Disclosure

SEC source: 0001865084-25-000003 · wk-form4_1758143763.xml · derivative · entry 12

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,240

Underlying: Class A Common Stock · 3,874 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F4 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F4 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:16 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 6,297 $0.00 $0.00
Disclosure

SEC source: 0001865084-25-000003 · wk-form4_1758143763.xml · derivative · entry 11

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,596

Underlying: Class A Common Stock · 6,297 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F3 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:16 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 4,580 $0.00 $0.00
Disclosure

SEC source: 0001865084-25-000003 · wk-form4_1758143763.xml · derivative · entry 10

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,161

Underlying: Class A Common Stock · 4,580 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F2 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:16 UTC
Tighe BrettChief Financial Officer
Tax withholdingClass A Common Stock 1,386 $0.00 $0.00
Disclosure

SEC source: 0001865084-25-000003 · wk-form4_1758143763.xml · nonDerivative · entry 8

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,336

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:16 UTC
Tighe BrettChief Financial Officer
Exercise / conversionClass A Common Stock 3,520 $0.00 $0.00
Disclosure

SEC source: 0001865084-25-000003 · wk-form4_1758143763.xml · nonDerivative · entry 7

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144,722

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:16 UTC
Tighe BrettChief Financial Officer
Tax withholdingClass A Common Stock 1,525 $0.00 $0.00
Disclosure

SEC source: 0001865084-25-000003 · wk-form4_1758143763.xml · nonDerivative · entry 6

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,202

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:16 UTC
Tighe BrettChief Financial Officer
Exercise / conversionClass A Common Stock 3,874 $0.00 $0.00
Disclosure

SEC source: 0001865084-25-000003 · wk-form4_1758143763.xml · nonDerivative · entry 5

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,727

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:16 UTC
Tighe BrettChief Financial Officer
Tax withholdingClass A Common Stock 2,478 $0.00 $0.00
Disclosure

SEC source: 0001865084-25-000003 · wk-form4_1758143763.xml · nonDerivative · entry 4

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,853

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:16 UTC
Tighe BrettChief Financial Officer
Exercise / conversionClass A Common Stock 6,297 $0.00 $0.00
Disclosure

SEC source: 0001865084-25-000003 · wk-form4_1758143763.xml · nonDerivative · entry 3

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,331

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:16 UTC
Tighe BrettChief Financial Officer
Tax withholdingClass A Common Stock 1,834 $0.00 $0.00
Disclosure

SEC source: 0001865084-25-000003 · wk-form4_1758143763.xml · nonDerivative · entry 2

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 135,034

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.