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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
January 23, 2025 Filed Jan 27, 2025 22:09 UTC
Tighe BrettChief Financial Officer
SaleClass A Common Stock 4,000 $87.14 $348,542.00
Disclosure

SEC source: 0001660134-25-000005 · wk-form4_1738015785.xml · nonDerivative · entry 1

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 108,533

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 11, 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 $86.67 to $87.66 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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC ConversionClass B Common Stock · Derivative 19,998 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · derivative · entry 23

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 109,378

Underlying: Class A Common Stock · 19,998 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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC ConversionClass B Common Stock · Derivative 39,996 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · derivative · entry 22

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 217,672

Underlying: Class A Common Stock · 39,996 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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC ConversionClass B Common Stock · Derivative 390,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.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 · 390,000 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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC Exercise / conversionClass B Common Stock · Derivative 390,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · derivative · entry 20

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 390,000

Underlying: Class A Common Stock · 390,000 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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 390,000 $0.00 Strike: $8.97 $0.00
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · derivative · entry 19

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 598,852

Underlying: Class B Common Stock · 390,000 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.

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

Read SEC document
January 23, 2025 Filed Jan 27, 2025 22:12 UTC SaleClass A Common Stock 51 $88.31 $4,503.81
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · nonDerivative · entry 12

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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC SaleClass A Common Stock 3,230 $87.57 $282,847.22
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · nonDerivative · entry 11

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 51

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

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.305 to $88.12 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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC SaleClass A Common Stock 16,717 $86.99 $1,454,243.59
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · nonDerivative · entry 10

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 3,281

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

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.305 to $87.30 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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC ConversionClass A Common Stock 19,998 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · nonDerivative · entry 9

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 19,998

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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC SaleClass A Common Stock 100 $88.31 $8,831.00
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · nonDerivative · entry 8

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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC SaleClass A Common Stock 6,513 $87.57 $570,325.17
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · nonDerivative · entry 7

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 100

F2 · 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 $87.30 to $88.12 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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC SaleClass A Common Stock 33,383 $86.99 $2,904,030.57
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · nonDerivative · entry 6

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 6,613

F2 · 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 $86.30 to $87.295 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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC ConversionClass A Common Stock 39,996 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · nonDerivative · entry 5

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 39,996

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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC SaleClass A Common Stock 972 $88.31 $85,837.32
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · nonDerivative · entry 4

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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC SaleClass A Common Stock 63,508 $87.57 $5,561,217.74
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · nonDerivative · entry 3

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 972

F2 · 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 $87.30 to $88.12 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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC SaleClass A Common Stock 325,520 $86.99 $28,317,440.53
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 64,480

F2 · 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 $86.30 to $87.295 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
January 23, 2025 Filed Jan 27, 2025 22:12 UTC ConversionClass A Common Stock 390,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000006 · wk-form4_1738015930.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 390,000

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
January 22, 2025 Filed Jan 24, 2025 22:10 UTC
Schwartz LarissaSee Remarks
ConversionClass B Common Stock · Derivative 1,553 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000004 · wk-form4_1737756627.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 · 1,553 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
January 22, 2025 Filed Jan 24, 2025 22:10 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass B Common Stock · Derivative 1,553 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000004 · wk-form4_1737756627.xml · derivative · entry 4

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,553

Underlying: Class A Common Stock · 1,553 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
January 22, 2025 Filed Jan 24, 2025 22:10 UTC
Schwartz LarissaSee Remarks
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,553 $0.00 Strike: $8.62 $0.00
Disclosure

SEC source: 0001660134-25-000004 · wk-form4_1737756627.xml · derivative · entry 3

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,061

Underlying: Class B Common Stock · 1,553 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.

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

Read SEC document
January 22, 2025 Filed Jan 24, 2025 22:10 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 2,704 $89.58 $242,224.32
Disclosure

SEC source: 0001660134-25-000004 · wk-form4_1737756627.xml · nonDerivative · entry 2

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,311

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 30, 2024.

Read SEC document
January 22, 2025 Filed Jan 24, 2025 22:10 UTC
Schwartz LarissaSee Remarks
ConversionClass A Common Stock 1,553 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000004 · wk-form4_1737756627.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 26,015

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
January 21, 2025 Filed Jan 23, 2025 22:12 UTC
Tighe BrettChief Financial Officer
SaleClass A Common Stock 1,821 $89.47 $162,917.04
Disclosure

SEC source: 0001660134-25-000003 · wk-form4_1737670341.xml · nonDerivative · entry 2

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 112,533

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 11, 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 $89.17 to $89.66 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
January 21, 2025 Filed Jan 23, 2025 22:12 UTC
Tighe BrettChief Financial Officer
SaleClass A Common Stock 3,179 $88.74 $282,106.69
Disclosure

SEC source: 0001660134-25-000003 · wk-form4_1737670341.xml · nonDerivative · entry 1

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 114,354

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 11, 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 $88.16 to $89.15 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
January 21, 2025 Filed Jan 23, 2025 22:11 UTC SaleClass A Common Stock 1,370 $89.27 $122,304.15
Disclosure

SEC source: 0001660134-25-000002 · wk-form4_1737670257.xml · nonDerivative · entry 2

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.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.00 to $89.62 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
January 21, 2025 Filed Jan 23, 2025 22:11 UTC SaleClass A Common Stock 1,936 $88.55 $171,429.12
Disclosure

SEC source: 0001660134-25-000002 · wk-form4_1737670257.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,370

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 $87.985 to $88.915 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
December 30, 2024 Filed Jan 2, 2025 22:03 UTC
Schwartz LarissaSee Remarks
ConversionClass B Common Stock · Derivative 1,553 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000001 · wk-form4_1735855401.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 · 1,553 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
December 30, 2024 Filed Jan 2, 2025 22:03 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass B Common Stock · Derivative 1,553 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000001 · wk-form4_1735855401.xml · derivative · entry 4

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,553

Underlying: Class A Common Stock · 1,553 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
December 30, 2024 Filed Jan 2, 2025 22:03 UTC
Schwartz LarissaSee Remarks
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,553 $0.00 Strike: $8.62 $0.00
Disclosure

SEC source: 0001660134-25-000001 · wk-form4_1735855401.xml · derivative · entry 3

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,614

Underlying: Class B Common Stock · 1,553 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.

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

Read SEC document
December 30, 2024 Filed Jan 2, 2025 22:03 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 2,704 $80.50 $217,672.00
Disclosure

SEC source: 0001660134-25-000001 · wk-form4_1735855401.xml · nonDerivative · entry 2

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,462

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 30, 2024.

Read SEC document
December 30, 2024 Filed Jan 2, 2025 22:03 UTC
Schwartz LarissaSee Remarks
ConversionClass A Common Stock 1,553 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000001 · wk-form4_1735855401.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,166

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
December 20, 2024 Filed Dec 26, 2024 22:03 UTC
McKinnon ToddDirector · Chief Executive Officer
GiftClass B Common Stock · Derivative 149,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000177 · wk-form4_1735250609.xml · derivative · entry 9

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 6,153,778

Underlying: Class A Common Stock · 149,000 shares

Expires not disclosed

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
December 20, 2024 Filed Dec 26, 2024 22:03 UTC
McKinnon ToddDirector · Chief Executive Officer
GiftClass B Common Stock · Derivative 149,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000177 · wk-form4_1735250609.xml · derivative · entry 8

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 149,000 shares

Expires not disclosed

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
December 20, 2024 Filed Dec 26, 2024 22:03 UTC
McKinnon ToddDirector · Chief Executive Officer
ConversionClass B Common Stock · Derivative 224,533 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000177 · wk-form4_1735250609.xml · derivative · entry 7

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 149,000

Underlying: Class A Common Stock · 224,533 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
December 20, 2024 Filed Dec 26, 2024 22:03 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass B Common Stock · Derivative 373,533 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000177 · wk-form4_1735250609.xml · derivative · entry 6

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 373,533

Underlying: Class A Common Stock · 373,533 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
December 20, 2024 Filed Dec 26, 2024 22:03 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 373,533 $0.00 Strike: $8.97 $0.00
Disclosure

SEC source: 0001660134-24-000177 · wk-form4_1735250609.xml · derivative · entry 5

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 454,642

Underlying: Class B Common Stock · 373,533 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.

F6 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person.

Read SEC document
December 20, 2024 Filed Dec 26, 2024 22:03 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 133,878 $82.79 $11,083,143.78
Disclosure

SEC source: 0001660134-24-000177 · wk-form4_1735250609.xml · nonDerivative · entry 4

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

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 April 15, 2024.

F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.45 to $83.13 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
December 20, 2024 Filed Dec 26, 2024 22:03 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 62,096 $82.15 $5,101,142.93
Disclosure

SEC source: 0001660134-24-000177 · wk-form4_1735250609.xml · nonDerivative · entry 3

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 133,878

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 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.45 to $82.445 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
December 20, 2024 Filed Dec 26, 2024 22:03 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 37,054 $80.86 $2,996,045.63
Disclosure

SEC source: 0001660134-24-000177 · wk-form4_1735250609.xml · nonDerivative · entry 2

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 195,974

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 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.45 to $81.435 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
December 20, 2024 Filed Dec 26, 2024 22:03 UTC
McKinnon ToddDirector · Chief Executive Officer
ConversionClass A Common Stock 224,533 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000177 · wk-form4_1735250609.xml · nonDerivative · entry 1

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 233,028

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
December 15, 2024 Filed Dec 17, 2024 22:26 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 1,452 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · derivative · entry 15

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,073

Underlying: Class A Common Stock · 1,452 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
December 15, 2024 Filed Dec 17, 2024 22:26 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,591 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · derivative · entry 14

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,728

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
December 15, 2024 Filed Dec 17, 2024 22:26 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,317 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · derivative · entry 13

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,588

Underlying: Class A Common Stock · 3,317 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
December 15, 2024 Filed Dec 17, 2024 22:26 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 849 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · derivative · entry 12

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,241

Underlying: Class A Common Stock · 849 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
December 15, 2024 Filed Dec 17, 2024 22:26 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 1,069 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · derivative · entry 11

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,276

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 Restricted Stock Units ("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 Restricted Stock Units ("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
December 15, 2024 Filed Dec 17, 2024 22:26 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 795 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 10

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,067

Read SEC document
December 15, 2024 Filed Dec 17, 2024 22:26 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 1,452 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 9

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,862

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
December 15, 2024 Filed Dec 17, 2024 22:26 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 2,007 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 8

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,410

Read SEC document
December 15, 2024 Filed Dec 17, 2024 22:26 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 3,591 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 7

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,417

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.