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Nasdaq · USD

OKTA

Okta, Inc.

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Tapewire entity
3154
SEC CIK
0001660134
Parsed reports
731

Last 12 months

Inside the activity.

2 purchase rows · 86 sale rows

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

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 20, 2024 Filed Sep 24, 2024 22:02 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 118,614 $74.97 $8,892,266.21
Disclosure

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · nonDerivative · entry 2

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,393

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 $74.35 to $75.345 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the U.S. Securities and Exchange Commission (the "SEC") , upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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

SEC source: 0001660134-24-000145 · wk-form4_1727215314.xml · nonDerivative · entry 1

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 209,007

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 16, 2024 Filed Sep 17, 2024 21:29 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 2,790 $74.01 $206,487.90
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 13

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,713

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 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 1,453 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · derivative · entry 15

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,525

Underlying: Class A Common Stock · 1,453 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F7 · derivative.exercise_date: 8.33% of the shares underlying the RSU shall vest on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F7 · derivative.expiration_date: 8.33% of the shares underlying the RSU shall vest on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,591 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · derivative · entry 14

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,319

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.

F2 · 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 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.

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,317 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · derivative · entry 13

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,905

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.

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F5 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 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.

F5 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 848 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · derivative · entry 12

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,090

Underlying: Class A Common Stock · 848 shares

Expires not disclosed

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

F2 · 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: 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.

F4 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 1,069 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · derivative · entry 11

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,345

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.

F2 · 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 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.

F3 · 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
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 794 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · nonDerivative · entry 10

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,451

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 1,453 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · nonDerivative · entry 9

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,245

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 1,961 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · nonDerivative · entry 8

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,792

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 3,591 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · nonDerivative · entry 7

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,753

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 1,811 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · nonDerivative · entry 6

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,162

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 3,317 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · nonDerivative · entry 5

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,973

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 463 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · nonDerivative · entry 4

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,656

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 848 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · nonDerivative · entry 3

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,119

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 584 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · nonDerivative · entry 2

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,271

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:43 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 1,069 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · nonDerivative · entry 1

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,855

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 · balance_after: Since the date of the Reporting Person's last ownership report, he transferred 9,850 shares of Okta, Inc. Class A Common Stock to his ex-spouse pursuant to a domestic relations order. The Reporting Person no longer reports as beneficially owned any securities owned by his ex-spouse.

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,873 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · derivative · entry 16

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,734

Underlying: Class A Common Stock · 3,873 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F7 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 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.

F7 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 6,298 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · derivative · entry 15

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,786

Underlying: Class A Common Stock · 6,298 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.

F2 · 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, 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.

F6 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 4,580 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · derivative · entry 14

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,481

Underlying: Class A Common Stock · 4,580 shares

Expires not disclosed

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

F2 · 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: 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.

F5 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 202 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · derivative · entry 13

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 405

Underlying: Class A Common Stock · 202 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.

F2 · 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: 6.25% of the shares underlying the RSU vested on June 15, 2021, 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.

F4 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 415 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · derivative · entry 12

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 415

Underlying: Class A Common Stock · 415 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.

F2 · 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 March 15, 2021, 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 March 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Tax withholdingClass A Common Stock 1,525 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · nonDerivative · entry 10

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,278

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Exercise / conversionClass A Common Stock 3,873 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · nonDerivative · entry 9

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,803

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Tax withholdingClass A Common Stock 2,479 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · nonDerivative · entry 8

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,930

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Exercise / conversionClass A Common Stock 6,298 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · nonDerivative · entry 7

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,409

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Tax withholdingClass A Common Stock 1,848 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · nonDerivative · entry 6

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,111

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Exercise / conversionClass A Common Stock 4,580 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · nonDerivative · entry 5

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,959

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Tax withholdingClass A Common Stock 87 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · nonDerivative · entry 4

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,379

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Exercise / conversionClass A Common Stock 202 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · nonDerivative · entry 3

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,466

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Tax withholdingClass A Common Stock 181 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · nonDerivative · entry 2

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,264

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:27 UTC
Tighe BrettChief Financial Officer
Exercise / conversionClass A Common Stock 415 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000139 · wk-form4_1726608462.xml · nonDerivative · entry 1

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,445

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 · balance_after: Includes 281 shares of Class A Common Stock acquired under a Section 423 Employee Stock Purchase Plan.

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:32 UTC Exercise / conversionRestricted Stock Units · Derivative 842 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000143 · wk-form4_1726608769.xml · derivative · entry 6

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,055

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.

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September 15, 2024 Filed Sep 17, 2024 21:32 UTC Exercise / conversionRestricted Stock Units · Derivative 1,849 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000143 · wk-form4_1726608769.xml · derivative · entry 5

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,700

Underlying: Class A Common Stock · 1,849 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.

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.

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September 15, 2024 Filed Sep 17, 2024 21:32 UTC Tax withholdingClass A Common Stock 317 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000143 · wk-form4_1726608769.xml · nonDerivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,622

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September 15, 2024 Filed Sep 17, 2024 21:32 UTC Exercise / conversionClass A Common Stock 842 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000143 · wk-form4_1726608769.xml · nonDerivative · entry 3

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,939

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:32 UTC Tax withholdingClass A Common Stock 752 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000143 · wk-form4_1726608769.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,097

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September 15, 2024 Filed Sep 17, 2024 21:32 UTC Exercise / conversionClass A Common Stock 1,849 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000143 · wk-form4_1726608769.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,849

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 5,035 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000142 · wk-form4_1726608651.xml · derivative · entry 9

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,353

Underlying: Class A Common Stock · 5,035 shares

Expires not disclosed

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

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

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

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 10,506 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000142 · wk-form4_1726608651.xml · derivative · entry 8

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,031

Underlying: Class A Common Stock · 10,506 shares

Expires not disclosed

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

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

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

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 1,685 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000142 · wk-form4_1726608651.xml · derivative · entry 7

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,370

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
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
McKinnon ToddDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 2,552 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000142 · wk-form4_1726608651.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
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 5,035 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000142 · wk-form4_1726608651.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
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
McKinnon ToddDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 5,325 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000142 · wk-form4_1726608651.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
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 10,506 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000142 · wk-form4_1726608651.xml · nonDerivative · entry 3

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,337

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
McKinnon ToddDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 854 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000142 · wk-form4_1726608651.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
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 1,685 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000142 · wk-form4_1726608651.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
September 15, 2024 Filed Sep 17, 2024 21:29 UTC
Schwartz LarissaSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 1,937 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · derivative · entry 19

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 19,367

Underlying: Class A Common Stock · 1,937 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.

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F8 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 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.

F8 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:29 UTC
Schwartz LarissaSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 4,446 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · derivative · entry 18

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 26,672

Underlying: Class A Common Stock · 4,446 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.

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F7 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 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.

F7 · 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

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