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Nasdaq · USD

OKTA

Okta, Inc.

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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
March 20, 2025 Filed Mar 24, 2025 21:03 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 91,731 $113.14 $10,378,243.53
Disclosure

SEC source: 0001660134-25-000063 · wk-form4_1742850212.xml · nonDerivative · entry 3

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 120,743

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 15, 2024.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.65 to $113.64 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.

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March 20, 2025 Filed Mar 24, 2025 21:03 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 57,366 $112.26 $6,440,159.57
Disclosure

SEC source: 0001660134-25-000063 · wk-form4_1742850212.xml · nonDerivative · entry 2

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 212,474

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 15, 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 $111.65 to $112.645 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.

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March 20, 2025 Filed Mar 24, 2025 21:03 UTC
McKinnon ToddDirector · Chief Executive Officer
ConversionClass A Common Stock 224,533 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000063 · wk-form4_1742850212.xml · nonDerivative · entry 1

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 269,840

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 · kind: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 21:02 UTC SaleClass A Common Stock 518 $114.26 $59,187.15
Disclosure

SEC source: 0001660134-25-000062 · wk-form4_1742850137.xml · nonDerivative · entry 3

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.77 to $114.49 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
March 20, 2025 Filed Mar 24, 2025 21:02 UTC SaleClass A Common Stock 701 $113.26 $79,394.35
Disclosure

SEC source: 0001660134-25-000062 · wk-form4_1742850137.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 518

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 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 $112.76 to $113.72 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
March 20, 2025 Filed Mar 24, 2025 21:02 UTC SaleClass A Common Stock 518 $112.35 $58,199.32
Disclosure

SEC source: 0001660134-25-000062 · wk-form4_1742850137.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,219

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 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 $111.76 to $112.68 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
March 19, 2025 Filed Mar 21, 2025 21:15 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 160 $115.16 $18,425.20
Disclosure

SEC source: 0001660134-25-000061 · wk-form4_1742591736.xml · nonDerivative · entry 3

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,125

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

F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.15 to $115.17 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
March 19, 2025 Filed Mar 21, 2025 21:15 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 8,109 $114.28 $926,679.49
Disclosure

SEC source: 0001660134-25-000061 · wk-form4_1742591736.xml · nonDerivative · entry 2

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,285

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 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.95 to $114.80 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.

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March 19, 2025 Filed Mar 21, 2025 21:15 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 3,283 $113.57 $372,863.11
Disclosure

SEC source: 0001660134-25-000061 · wk-form4_1742591736.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,394

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 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.95 to $113.94 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
March 17, 2025 Filed Mar 18, 2025 21:52 UTC SaleClass A Common Stock 3,364 $114.06 $383,710.62
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · nonDerivative · entry 12

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,828

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 28, 2024.

F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.89 to $114.31 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
March 17, 2025 Filed Mar 18, 2025 21:52 UTC SaleClass A Common Stock 2,531 $113.33 $286,845.06
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · nonDerivative · entry 11

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 13,192

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 28, 2024.

F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.88 to $113.87 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
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Exercise / conversionRestricted Stock Units · Derivative 4,841 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · derivative · entry 17

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 38,734

Underlying: Class A Common Stock · 4,841 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.

F4 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F9 · 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.

F9 · 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
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Exercise / conversionRestricted Stock Units · Derivative 9,953 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · derivative · entry 16

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 39,809

Underlying: Class A Common Stock · 9,953 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.

F4 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F8 · 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.

F8 · 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
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Exercise / conversionRestricted Stock Units · Derivative 1,188 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · derivative · entry 15

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,750

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.

F4 · 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: 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.

F7 · 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
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Exercise / conversionRestricted Stock Units · Derivative 385 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · derivative · entry 14

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 770

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.

F4 · 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: 25% of the shares underlying the RSU vested on September 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.

F6 · derivative.expiration_date: 25% of the shares underlying the RSU vested on September 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
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Exercise / conversionRestricted Stock Units · Derivative 180 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · derivative · entry 13

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 180 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.

F4 · 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: The shares underlying the RSU fully vested on March 15, 2025.

F5 · derivative.expiration_date: The shares underlying the RSU fully vested on March 15, 2025.

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Tax withholdingClass A Common Stock 2,459 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · nonDerivative · entry 10

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,723

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Exercise / conversionClass A Common Stock 4,841 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · nonDerivative · entry 9

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 18,182

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
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Tax withholdingClass A Common Stock 4,912 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · nonDerivative · entry 8

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 13,341

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Exercise / conversionClass A Common Stock 9,953 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · nonDerivative · entry 7

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 18,253

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
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Tax withholdingClass A Common Stock 592 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · nonDerivative · entry 6

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,300

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Exercise / conversionClass A Common Stock 1,188 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · nonDerivative · entry 5

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,892

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
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Tax withholdingClass A Common Stock 209 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · nonDerivative · entry 4

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,704

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Exercise / conversionClass A Common Stock 385 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · nonDerivative · entry 3

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,913

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
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Tax withholdingClass A Common Stock 98 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · nonDerivative · entry 2

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,528

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:52 UTC Exercise / conversionClass A Common Stock 180 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000054 · wk-form4_1742334743.xml · nonDerivative · entry 1

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,626

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
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 1,453 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · derivative · entry 16

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,620

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
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,591 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · derivative · entry 15

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,137

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
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,318 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · derivative · entry 14

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,270

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
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 848 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · derivative · entry 13

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,393

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
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 1,069 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · derivative · entry 12

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,207

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
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 810 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 11

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,072

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 1,453 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 10

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,882

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
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 2,027 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 9

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,429

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 3,591 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 8

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,456

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
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 1,901 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 7

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,865

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 3,318 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 6

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,766

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
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 490 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 5

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,448

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 848 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 4

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,938

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
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 619 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 3

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,090

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 1,069 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 2

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,709

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
March 15, 2025 Filed Mar 18, 2025 21:54 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 3,237 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 1

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,640

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:58 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,873 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000057 · wk-form4_1742335080.xml · derivative · entry 14

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,987

Underlying: Class A Common Stock · 3,873 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 shall vest 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 shall vest 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
March 15, 2025 Filed Mar 18, 2025 21:58 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 6,297 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000057 · wk-form4_1742335080.xml · derivative · entry 13

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,191

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.

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
March 15, 2025 Filed Mar 18, 2025 21:58 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 4,580 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000057 · wk-form4_1742335080.xml · derivative · entry 12

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,321

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.

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
March 15, 2025 Filed Mar 18, 2025 21:58 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 203 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000057 · wk-form4_1742335080.xml · derivative · entry 11

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 203 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 March 15, 2025.

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

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:58 UTC
Tighe BrettChief Financial Officer
Tax withholdingClass A Common Stock 1,525 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000057 · wk-form4_1742335080.xml · nonDerivative · entry 9

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,944

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:58 UTC
Tighe BrettChief Financial Officer
Exercise / conversionClass A Common Stock 3,873 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000057 · wk-form4_1742335080.xml · nonDerivative · entry 8

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,469

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
March 15, 2025 Filed Mar 18, 2025 21:58 UTC
Tighe BrettChief Financial Officer
Tax withholdingClass A Common Stock 2,478 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000057 · wk-form4_1742335080.xml · nonDerivative · entry 7

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,596

Read SEC document
March 15, 2025 Filed Mar 18, 2025 21:58 UTC
Tighe BrettChief Financial Officer
Exercise / conversionClass A Common Stock 6,297 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000057 · wk-form4_1742335080.xml · nonDerivative · entry 6

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 131,074

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

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