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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 05, 2025 Filed Mar 6, 2025 21:59 UTC Exercise / conversionClass B Common Stock · Derivative 143,852 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · derivative · entry 25

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 143,852

Underlying: Class A Common Stock · 143,852 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 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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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 05, 2025 Filed Mar 6, 2025 21:59 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 143,852 $0.00 Strike: $8.97 $0.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · derivative · entry 24

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 143,852 shares

Expires 2026-07-29

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.

F3 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 21:59 UTC SaleClass A Common Stock 3,338 $112.50 $375,525.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 18

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 0

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 21:59 UTC SaleClass A Common Stock 3,333 $109.50 $364,963.50
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 17

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 3,338

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 21:59 UTC ConversionClass A Common Stock 6,671 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 16

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 6,671

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 05, 2025 Filed Mar 6, 2025 21:59 UTC SaleClass A Common Stock 6,676 $112.50 $751,050.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 15

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 0

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 21:59 UTC SaleClass A Common Stock 6,666 $109.50 $729,927.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 14

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 6,676

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 21:59 UTC ConversionClass A Common Stock 13,342 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 13

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 13,342

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 05, 2025 Filed Mar 6, 2025 21:59 UTC SaleClass A Common Stock 78,852 $112.50 $8,870,850.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 12

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 21:59 UTC SaleClass A Common Stock 65,000 $109.50 $7,117,500.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 11

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 78,852

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 21:59 UTC ConversionClass A Common Stock 143,852 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 10

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 143,852

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 04, 2025 Filed Mar 6, 2025 21:59 UTC ConversionClass B Common Stock · Derivative 6,666 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · derivative · entry 23

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 86,047

Underlying: Class A Common Stock · 6,666 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 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.

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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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 04, 2025 Filed Mar 6, 2025 21:59 UTC ConversionClass B Common Stock · Derivative 13,332 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · derivative · entry 22

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 171,010

Underlying: Class A Common Stock · 13,332 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 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.

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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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 04, 2025 Filed Mar 6, 2025 21:59 UTC ConversionClass B Common Stock · Derivative 130,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · derivative · entry 21

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 130,000 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 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.

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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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 04, 2025 Filed Mar 6, 2025 21:59 UTC Exercise / conversionClass B Common Stock · Derivative 130,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · derivative · entry 20

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 130,000

Underlying: Class A Common Stock · 130,000 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 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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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 04, 2025 Filed Mar 6, 2025 21:59 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 130,000 $0.00 Strike: $8.97 $0.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · derivative · entry 19

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 143,852

Underlying: Class B Common Stock · 130,000 shares

Expires 2026-07-29

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.

F3 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:59 UTC SaleClass A Common Stock 3,333 $106.50 $354,964.50
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 9

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 0

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:59 UTC SaleClass A Common Stock 3,333 $103.50 $344,965.50
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 8

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 3,333

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:59 UTC ConversionClass A Common Stock 6,666 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 7

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 6,666

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 04, 2025 Filed Mar 6, 2025 21:59 UTC SaleClass A Common Stock 6,666 $106.50 $709,929.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 6

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 0

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:59 UTC SaleClass A Common Stock 6,666 $103.50 $689,931.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 5

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 6,666

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:59 UTC ConversionClass A Common Stock 13,332 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 13,332

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 04, 2025 Filed Mar 6, 2025 21:59 UTC SaleClass A Common Stock 65,000 $106.50 $6,922,500.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 3

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:59 UTC SaleClass A Common Stock 65,000 $103.50 $6,727,500.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 65,000

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:59 UTC ConversionClass A Common Stock 130,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000053 · wk-form4_1741298358.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 130,000

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
February 13, 2025 Filed Feb 18, 2025 22:10 UTC
Schwartz LarissaSee Remarks
ConversionClass B Common Stock · Derivative 9,507 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000033 · wk-form4_1739916642.xml · derivative · entry 5

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 9,507 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 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.

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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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
February 13, 2025 Filed Feb 18, 2025 22:10 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass B Common Stock · Derivative 9,507 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000033 · wk-form4_1739916642.xml · derivative · entry 4

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,507

Underlying: Class A Common Stock · 9,507 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 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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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
February 13, 2025 Filed Feb 18, 2025 22:10 UTC
Schwartz LarissaSee Remarks
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 9,507 $0.00 Strike: $8.62 $0.00
Disclosure

SEC source: 0001660134-25-000033 · wk-form4_1739916642.xml · derivative · entry 3

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 9,507 shares

Expires 2025-12-16

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.

F5 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person.

Read SEC document
February 13, 2025 Filed Feb 18, 2025 22:10 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 9,507 $100.00 $950,700.95
Disclosure

SEC source: 0001660134-25-000033 · wk-form4_1739916642.xml · nonDerivative · entry 2

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 38,629

F3 · 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 in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.00 to $100.01 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, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · balance_after: Includes 16,504 Performance Stock Units ("PSUs"), with each PSU representing the right to receive one share of the Issuer's Class A Common Stock.

Read SEC document
February 13, 2025 Filed Feb 18, 2025 22:10 UTC
Schwartz LarissaSee Remarks
ConversionClass A Common Stock 9,507 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000033 · wk-form4_1739916642.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 48,136

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.

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.

F2 · balance_after: Includes 16,504 Performance Stock Units ("PSUs"), with each PSU representing the right to receive one share of the Issuer's Class A Common Stock.

Read SEC document
February 13, 2025 Filed Feb 18, 2025 22:09 UTC ConversionClass B Common Stock · Derivative 3,333 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000032 · wk-form4_1739916588.xml · derivative · entry 11

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 92,713

Underlying: Class A Common Stock · 3,333 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 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.

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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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
February 13, 2025 Filed Feb 18, 2025 22:09 UTC ConversionClass B Common Stock · Derivative 6,666 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000032 · wk-form4_1739916588.xml · derivative · entry 10

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 184,342

Underlying: Class A Common Stock · 6,666 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 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.

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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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
February 13, 2025 Filed Feb 18, 2025 22:09 UTC ConversionClass B Common Stock · Derivative 65,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000032 · wk-form4_1739916588.xml · derivative · entry 9

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 65,000 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 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.

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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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
February 13, 2025 Filed Feb 18, 2025 22:09 UTC Exercise / conversionClass B Common Stock · Derivative 65,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000032 · wk-form4_1739916588.xml · derivative · entry 8

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 65,000

Underlying: Class A Common Stock · 65,000 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 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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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.

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February 13, 2025 Filed Feb 18, 2025 22:09 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 65,000 $0.00 Strike: $8.97 $0.00
Disclosure

SEC source: 0001660134-25-000032 · wk-form4_1739916588.xml · derivative · entry 7

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 273,852

Underlying: Class B Common Stock · 65,000 shares

Expires 2026-07-29

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.

F3 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person.

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February 13, 2025 Filed Feb 18, 2025 22:09 UTC SaleClass A Common Stock 3,333 $100.50 $334,966.50
Disclosure

SEC source: 0001660134-25-000032 · wk-form4_1739916588.xml · nonDerivative · entry 6

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 0

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

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February 13, 2025 Filed Feb 18, 2025 22:09 UTC ConversionClass A Common Stock 3,333 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000032 · wk-form4_1739916588.xml · nonDerivative · entry 5

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 3,333

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.

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February 13, 2025 Filed Feb 18, 2025 22:09 UTC SaleClass A Common Stock 6,666 $100.50 $669,933.00
Disclosure

SEC source: 0001660134-25-000032 · wk-form4_1739916588.xml · nonDerivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 0

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

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February 13, 2025 Filed Feb 18, 2025 22:09 UTC ConversionClass A Common Stock 6,666 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000032 · wk-form4_1739916588.xml · nonDerivative · entry 3

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 6,666

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
February 13, 2025 Filed Feb 18, 2025 22:09 UTC SaleClass A Common Stock 65,000 $100.50 $6,532,500.00
Disclosure

SEC source: 0001660134-25-000032 · wk-form4_1739916588.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 19, 2024.

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February 13, 2025 Filed Feb 18, 2025 22:09 UTC ConversionClass A Common Stock 65,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000032 · wk-form4_1739916588.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 65,000

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.

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February 11, 2025 Filed Feb 13, 2025 22:02 UTC
Addison Jonathan JamesChief Revenue Officer
GrantClass A Common Stock 5,810 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000027 · wk-form4_1739484122.xml · nonDerivative · entry 1

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,877

F1 · shares: On March 29, 2024, the Reporting Person was granted Performance Stock Units ("PSUs"), the vesting of which is subject to the achievement of certain performance criteria and to a service-based vesting criteria. On February 11, 2025, the Compensation Committee of the Board of Directors determined that 5,810 shares of the Issuer's Class A Common Stock were earned as result of the achievement of the performance criteria, with vesting to occur once the service-based vesting criteria are satisfied on March 15, 2025.

F2 · balance_after: Includes 5,810 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock.

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February 11, 2025 Filed Feb 13, 2025 22:07 UTC
Tighe BrettChief Financial Officer
GrantClass A Common Stock 15,493 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000031 · wk-form4_1739484414.xml · nonDerivative · entry 3

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 137,973

F5 · shares: On March 29, 2024, the Reporting Person was granted PSUs, the vesting of which is subject to the achievement of certain performance criteria and to a service-based vesting criteria. On February 11, 2025, the Compensation Committee of the Board of Directors determined that 15,493 shares of the Issuer's Class A Common Stock were earned as result of the achievement of the performance criteria, with vesting to occur once the service-based vesting criteria are satisfied on March 15, 2025.

F6 · balance_after: Includes 40,440 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock.

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February 11, 2025 Filed Feb 13, 2025 22:07 UTC
Tighe BrettChief Financial Officer
GrantClass A Common Stock 12,407 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000031 · wk-form4_1739484414.xml · nonDerivative · entry 2

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,480

F3 · shares: On March 21, 2023, the Reporting Person was granted PSUs, the vesting of which is subject to the achievement of certain performance criteria and to a service-based vesting criteria. On February 11, 2025, the Compensation Committee of the Board of Directors determined that 12,407 shares of the Issuer's Class A Common Stock were earned as result of the achievement of the performance criteria, with vesting to occur once the service-based vesting criteria are satisfied on March 15, 2025.

F4 · balance_after: Includes 24,947 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock.

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February 11, 2025 Filed Feb 13, 2025 22:07 UTC
Tighe BrettChief Financial Officer
GrantClass A Common Stock 12,540 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000031 · wk-form4_1739484414.xml · nonDerivative · entry 1

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,073

F1 · shares: On March 22, 2022, the Reporting Person was granted Performance Stock Units ("PSUs"), the vesting of which is subject to the achievement of certain performance criteria and to a service-based vesting criteria. On February 11, 2025, the Compensation Committee of the Board of Directors determined that 12,540 shares of the Issuer's Class A Common Stock were earned as result of the achievement of the performance criteria, with vesting to occur once the service-based vesting criteria are satisfied on March 15, 2025.

F2 · balance_after: Includes 12,540 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock.

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February 11, 2025 Filed Feb 13, 2025 22:05 UTC
Schwartz LarissaSee Remarks
ConversionClass B Common Stock · Derivative 1,554 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000030 · wk-form4_1739484346.xml · derivative · entry 7

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,554 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 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.

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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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
February 11, 2025 Filed Feb 13, 2025 22:05 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass B Common Stock · Derivative 1,554 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000030 · wk-form4_1739484346.xml · derivative · entry 6

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,554

Underlying: Class A Common Stock · 1,554 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 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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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
February 11, 2025 Filed Feb 13, 2025 22:05 UTC
Schwartz LarissaSee Remarks
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,554 $0.00 Strike: $8.62 $0.00
Disclosure

SEC source: 0001660134-25-000030 · wk-form4_1739484346.xml · derivative · entry 5

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,507

Underlying: Class B Common Stock · 1,554 shares

Expires 2025-12-16

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.

F7 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person.

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February 11, 2025 Filed Feb 13, 2025 22:05 UTC
Schwartz LarissaSee Remarks
GrantClass A Common Stock 7,746 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000030 · wk-form4_1739484346.xml · nonDerivative · entry 4

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 38,629

F5 · shares: On March 29, 2024, the Reporting Person was granted PSUs, the vesting of which is subject to the achievement of certain performance criteria and to a service-based vesting criteria. On February 11, 2025, the Compensation Committee of the Board of Directors determined that 7,746 shares of the Issuer's Class A Common Stock were earned as result of the achievement of the performance criteria, with vesting to occur once the service-based vesting criteria are satisfied on March 15, 2025.

F6 · balance_after: Includes 16,504 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock.

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February 11, 2025 Filed Feb 13, 2025 22:05 UTC
Schwartz LarissaSee Remarks
GrantClass A Common Stock 8,758 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000030 · wk-form4_1739484346.xml · nonDerivative · entry 3

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,883

F3 · shares: On March 21, 2023, the Reporting Person was granted Performance Stock Units ("PSUs"), the vesting of which is subject to the achievement of certain performance criteria and to a service-based vesting criteria. On February 11, 2025, the Compensation Committee of the Board of Directors determined that 8,758 shares of the Issuer's Class A Common Stock were earned as result of the achievement of the performance criteria, with vesting to occur once the service-based vesting criteria are satisfied on March 15, 2025.

F4 · balance_after: Includes 8,758 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock.

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