Tapewire

Nasdaq · USD

OKTA

Okta, Inc.

Export transactions ↓
Tapewire entity
3154
SEC CIK
0001660134
Parsed reports
731

Last 12 months

Inside the activity.

2 purchase rows · 86 sale rows

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

Latest available

Insider transactions

JSON API
Reset

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
December 15, 2024 Filed Dec 17, 2024 22:29 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 1,685 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000173 · wk-form4_1734474534.xml · derivative · entry 7

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,685

Underlying: Class A Common Stock · 1,685 shares

Expires not disclosed

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

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

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

F2 · derivative.expiration_date: 25% of the shares underlying the RSU vested on March 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 22:29 UTC
McKinnon ToddDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 2,552 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000173 · wk-form4_1734474534.xml · nonDerivative · entry 6

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,495

Read SEC document
December 15, 2024 Filed Dec 17, 2024 22:29 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 5,035 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000173 · wk-form4_1734474534.xml · nonDerivative · entry 5

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,047

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 22:29 UTC
McKinnon ToddDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 5,324 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000173 · wk-form4_1734474534.xml · nonDerivative · entry 4

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,012

Read SEC document
December 15, 2024 Filed Dec 17, 2024 22:29 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 10,505 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000173 · wk-form4_1734474534.xml · nonDerivative · entry 3

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,336

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 22:29 UTC
McKinnon ToddDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 854 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000173 · wk-form4_1734474534.xml · nonDerivative · entry 2

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 831

Read SEC document
December 15, 2024 Filed Dec 17, 2024 22:29 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 1,685 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000173 · wk-form4_1734474534.xml · nonDerivative · entry 1

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,685

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 22:27 UTC Exercise / conversionRestricted Stock Units · Derivative 842 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000172 · wk-form4_1734474473.xml · derivative · entry 6

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,213

Underlying: Class A Common Stock · 842 shares

Expires not disclosed

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

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

F3 · derivative.exercise_date: 25% of the shares underlying the RSU vested on March 15, 2022, and the remaining shares underlying the RSU shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service with the Issuer on each such date, and subject to tolling from November 1, 2022 through October 31, 2023 per a Sabbatical Agreement between the Reporting Person and the Issuer.

F3 · derivative.expiration_date: 25% of the shares underlying the RSU vested on March 15, 2022, and the remaining shares underlying the RSU shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service with the Issuer on each such date, and subject to tolling from November 1, 2022 through October 31, 2023 per a Sabbatical Agreement between the Reporting Person and the Issuer.

Read SEC document
December 15, 2024 Filed Dec 17, 2024 22:27 UTC Exercise / conversionRestricted Stock Units · Derivative 1,850 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000172 · wk-form4_1734474473.xml · derivative · entry 5

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,850

Underlying: Class A Common Stock · 1,850 shares

Expires not disclosed

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

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

F2 · derivative.exercise_date: 25% of the shares underlying the RSU vested on March 15, 2021, and the remaining shares underlying the RSU shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service with the Issuer on each such date, and subject to tolling from November 1, 2022 through October 31, 2023 per a Sabbatical Agreement between the Reporting Person and the Issuer.

F2 · derivative.expiration_date: 25% of the shares underlying the RSU vested on March 15, 2021, and the remaining shares underlying the RSU shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service with the Issuer on each such date, and subject to tolling from November 1, 2022 through October 31, 2023 per a Sabbatical Agreement between the Reporting Person and the Issuer.

Read SEC document
December 15, 2024 Filed Dec 17, 2024 22:27 UTC Tax withholdingClass A Common Stock 296 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000172 · wk-form4_1734474473.xml · nonDerivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,306

Read SEC document
December 15, 2024 Filed Dec 17, 2024 22:27 UTC Exercise / conversionClass A Common Stock 842 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000172 · wk-form4_1734474473.xml · nonDerivative · entry 3

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,602

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 22:27 UTC Tax withholdingClass A Common Stock 712 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000172 · wk-form4_1734474473.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,760

Read SEC document
December 15, 2024 Filed Dec 17, 2024 22:27 UTC Exercise / conversionClass A Common Stock 1,850 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000172 · wk-form4_1734474473.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,472

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 03, 2024 Filed Dec 4, 2024 22:13 UTC ConversionClass B Common Stock · Derivative 37,909 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000169 · wk-form4_1733350389.xml · derivative · entry 12

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 37,909 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 03, 2024 Filed Dec 4, 2024 22:13 UTC Exercise / conversionClass B Common Stock · Derivative 37,909 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000169 · wk-form4_1733350389.xml · derivative · entry 11

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,909

Underlying: Class A Common Stock · 37,909 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 03, 2024 Filed Dec 4, 2024 22:13 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 37,909 $0.00 Strike: $7.17 $0.00
Disclosure

SEC source: 0001660134-24-000169 · wk-form4_1733350389.xml · derivative · entry 10

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 37,909 shares

Expires 2025-08-27

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
December 03, 2024 Filed Dec 4, 2024 22:13 UTC SaleClass A Common Stock 641 $81.20 $52,051.76
Disclosure

SEC source: 0001660134-24-000169 · wk-form4_1733350389.xml · nonDerivative · entry 6

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,622

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024.

F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.00 to $81.295 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the 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 03, 2024 Filed Dec 4, 2024 22:13 UTC SaleClass A Common Stock 37,268 $80.41 $2,996,783.24
Disclosure

SEC source: 0001660134-24-000169 · wk-form4_1733350389.xml · nonDerivative · entry 5

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,263

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024.

F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.00 to $80.935 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 03, 2024 Filed Dec 4, 2024 22:13 UTC ConversionClass A Common Stock 37,909 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000169 · wk-form4_1733350389.xml · nonDerivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 39,531

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 02, 2024 Filed Dec 4, 2024 22:13 UTC ConversionClass B Common Stock · Derivative 131,426 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000169 · wk-form4_1733350389.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 · 131,426 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 02, 2024 Filed Dec 4, 2024 22:13 UTC Exercise / conversionClass B Common Stock · Derivative 131,426 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000169 · wk-form4_1733350389.xml · derivative · entry 8

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 131,426

Underlying: Class A Common Stock · 131,426 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 02, 2024 Filed Dec 4, 2024 22:13 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 131,426 $0.00 Strike: $7.17 $0.00
Disclosure

SEC source: 0001660134-24-000169 · wk-form4_1733350389.xml · derivative · entry 7

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,909

Underlying: Class B Common Stock · 131,426 shares

Expires 2025-08-27

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
December 02, 2024 Filed Dec 4, 2024 22:13 UTC SaleClass A Common Stock 13,680 $81.14 $1,109,989.73
Disclosure

SEC source: 0001660134-24-000169 · wk-form4_1733350389.xml · nonDerivative · entry 3

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,622

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024.

F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.00 to $81.41 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 02, 2024 Filed Dec 4, 2024 22:13 UTC SaleClass A Common Stock 117,746 $80.62 $9,492,894.46
Disclosure

SEC source: 0001660134-24-000169 · wk-form4_1733350389.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,302

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024.

F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.00 to $80.995 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 02, 2024 Filed Dec 4, 2024 22:13 UTC ConversionClass A Common Stock 131,426 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000169 · wk-form4_1733350389.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 133,048

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
November 04, 2024 Filed Nov 6, 2024 22:05 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 2,791 $71.50 $199,556.50
Disclosure

SEC source: 0001660134-24-000150 · wk-form4_1730930733.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,125

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 11, 2024.

Read SEC document
October 18, 2024 Filed Oct 22, 2024 21:06 UTC
McKinnon ToddDirector · Chief Executive Officer
GiftClass B Common Stock · Derivative 147,500 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000149 · wk-form4_1729631211.xml · derivative · entry 8

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 6,004,778

Underlying: Class A Common Stock · 147,500 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
October 18, 2024 Filed Oct 22, 2024 21:06 UTC
McKinnon ToddDirector · Chief Executive Officer
GiftClass B Common Stock · Derivative 147,500 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000149 · wk-form4_1729631211.xml · derivative · entry 7

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 147,500 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
October 18, 2024 Filed Oct 22, 2024 21:06 UTC
McKinnon ToddDirector · Chief Executive Officer
ConversionClass B Common Stock · Derivative 224,533 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000149 · wk-form4_1729631211.xml · derivative · entry 6

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 147,500

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
October 18, 2024 Filed Oct 22, 2024 21:06 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass B Common Stock · Derivative 372,033 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000149 · wk-form4_1729631211.xml · derivative · entry 5

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 372,033

Underlying: Class A Common Stock · 372,033 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
October 18, 2024 Filed Oct 22, 2024 21:06 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 372,033 $0.00 Strike: $8.97 $0.00
Disclosure

SEC source: 0001660134-24-000149 · wk-form4_1729631211.xml · derivative · entry 4

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 828,175

Underlying: Class B Common Stock · 372,033 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.

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

Read SEC document
October 18, 2024 Filed Oct 22, 2024 21:06 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 1,896 $75.06 $142,317.74
Disclosure

SEC source: 0001660134-24-000149 · wk-form4_1729631211.xml · nonDerivative · entry 3

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.

F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.06 to $75.08 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
October 18, 2024 Filed Oct 22, 2024 21:06 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 222,637 $74.62 $16,613,239.73
Disclosure

SEC source: 0001660134-24-000149 · wk-form4_1729631211.xml · nonDerivative · entry 2

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,896

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 $74.06 to $75.05 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
October 18, 2024 Filed Oct 22, 2024 21:06 UTC
McKinnon ToddDirector · Chief Executive Officer
ConversionClass A Common Stock 224,533 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000149 · wk-form4_1729631211.xml · nonDerivative · entry 1

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 224,533

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
October 14, 2024 Filed Oct 16, 2024 21:21 UTC
Addison Jonathan JamesChief Revenue Officer
SaleClass A Common Stock 600 $78.19 $46,912.02
Disclosure

SEC source: 0001660134-24-000148 · wk-form4_1729113694.xml · nonDerivative · entry 2

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,601

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 15, 2024.

F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.18 to $78.20 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
October 14, 2024 Filed Oct 16, 2024 21:21 UTC
Addison Jonathan JamesChief Revenue Officer
SaleClass A Common Stock 9,250 $77.59 $717,736.18
Disclosure

SEC source: 0001660134-24-000148 · wk-form4_1729113694.xml · nonDerivative · entry 1

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,201

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 15, 2024.

F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.151 to $78.06 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
October 14, 2024 Filed Oct 16, 2024 21:19 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 2,797 $77.63 $217,131.11
Disclosure

SEC source: 0001660134-24-000147 · wk-form4_1729113547.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,916

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 11, 2024.

Read SEC document
September 23, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
GiftClass B Common Stock · Derivative 154,582 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · derivative · entry 15

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 5,857,278

Underlying: Class A Common Stock · 154,582 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
September 23, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
GiftClass B Common Stock · Derivative 154,582 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · derivative · entry 14

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 154,582 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
September 23, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
ConversionClass B Common Stock · Derivative 24,021 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · derivative · entry 13

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 154,582

Underlying: Class A Common Stock · 24,021 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
September 23, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass B Common Stock · Derivative 99,021 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · derivative · entry 12

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 178,603

Underlying: Class A Common Stock · 99,021 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
September 23, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 99,021 $0.00 Strike: $8.97 $0.00
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · derivative · entry 11

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,200,208

Underlying: Class B Common Stock · 99,021 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
September 23, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass B Common Stock · Derivative 79,582 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · derivative · entry 10

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 79,582

Underlying: Class A Common Stock · 79,582 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
September 23, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 79,582 $0.00 Strike: $7.17 $0.00
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · derivative · entry 9

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 79,582 shares

Expires 2025-08-27

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
September 23, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 32,516 $76.22 $2,478,434.55
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · nonDerivative · entry 5

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 $75.66 to $76.57 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 23, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
ConversionClass A Common Stock 24,021 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · nonDerivative · entry 4

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 32,516

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
September 20, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
ConversionClass B Common Stock · Derivative 200,512 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.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 · 200,512 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
September 20, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass B Common Stock · Derivative 200,512 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · derivative · entry 7

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 200,512

Underlying: Class A Common Stock · 200,512 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
September 20, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 200,512 $0.00 Strike: $8.97 $0.00
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · derivative · entry 6

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,299,229

Underlying: Class B Common Stock · 200,512 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
September 20, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 81,898 $75.56 $6,188,040.89
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · nonDerivative · entry 3

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,495

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 $75.35 to $75.77 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

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