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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
September 15, 2024 Filed Sep 17, 2024 21:29 UTC
Schwartz LarissaSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 108 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · derivative · entry 17

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 649

Underlying: Class A Common Stock · 108 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: 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.

F6 · 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 21:29 UTC
Schwartz LarissaSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 316 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · derivative · entry 16

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,580

Underlying: Class A Common Stock · 316 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 March 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 March 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 21:29 UTC
Schwartz LarissaSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 169 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · derivative · entry 15

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 337

Underlying: Class A Common Stock · 169 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 21:29 UTC
Schwartz LarissaSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 104 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · derivative · entry 14

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 104

Underlying: Class A Common Stock · 104 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 21:29 UTC
Schwartz LarissaSee Remarks
Tax withholdingClass A Common Stock 982 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 12

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,503

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:29 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass A Common Stock 1,937 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 11

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 31,485

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
Tax withholdingClass A Common Stock 2,254 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 10

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 29,548

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:29 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass A Common Stock 4,446 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 9

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 31,802

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
Tax withholdingClass A Common Stock 55 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 8

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,356

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:29 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass A Common Stock 108 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 7

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,411

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
Tax withholdingClass A Common Stock 161 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 6

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,303

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:29 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass A Common Stock 316 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 5

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,464

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
Tax withholdingClass A Common Stock 86 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 4

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,148

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:29 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass A Common Stock 169 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 3

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,234

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
Tax withholdingClass A Common Stock 53 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 2

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,065

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:29 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass A Common Stock 104 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,118

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
Ninan ShibuChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 484 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000141 · wk-form4_1726608598.xml · derivative · entry 9

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,842

Underlying: Class A Common Stock · 484 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, 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 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
Ninan ShibuChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 556 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000141 · wk-form4_1726608598.xml · derivative · entry 8

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,334

Underlying: Class A Common Stock · 556 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: 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
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 2,196 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000141 · wk-form4_1726608598.xml · derivative · entry 7

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,567

Underlying: Class A Common Stock · 2,196 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 RSU vested on September 15, 2023, 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 RSU vested on September 15, 2023, 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
Ninan ShibuChief Accounting Officer
Tax withholdingClass A Common Stock 246 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000141 · wk-form4_1726608598.xml · nonDerivative · entry 6

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,463

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionClass A Common Stock 484 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000141 · wk-form4_1726608598.xml · nonDerivative · entry 5

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,709

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
Ninan ShibuChief Accounting Officer
Tax withholdingClass A Common Stock 282 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000141 · wk-form4_1726608598.xml · nonDerivative · entry 4

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,225

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionClass A Common Stock 556 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000141 · wk-form4_1726608598.xml · nonDerivative · entry 3

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,507

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
Ninan ShibuChief Accounting Officer
Tax withholdingClass A Common Stock 1,113 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000141 · wk-form4_1726608598.xml · nonDerivative · entry 2

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,951

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:30 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionClass A Common Stock 2,196 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000141 · wk-form4_1726608598.xml · nonDerivative · entry 1

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,064

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 162 shares of Class A Common Stock acquired under a Section 423 Employee Stock Purchase Plan.

Read SEC document
August 19, 2024 Filed Aug 21, 2024 21:07 UTC
Choi EmilieDirector
Exercise / conversionRestricted Stock Units · Derivative 1,213 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000122 · wk-form4_1724274442.xml · derivative · entry 2

Choi Emilie · CIK 0001851658 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,213

Underlying: Class A Common Stock · 1,213 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: 33-1/3% of the shares underlying the RSU vested on August 19, 2023, and the remaining shares underlying the RSU shall vest in 2 equal annual installments thereafter, subject to the Reporting Person's continued service with the Issuer on each such date.

F2 · derivative.expiration_date: 33-1/3% of the shares underlying the RSU vested on August 19, 2023, and the remaining shares underlying the RSU shall vest in 2 equal annual installments thereafter, subject to the Reporting Person's continued service with the Issuer on each such date.

Read SEC document
August 19, 2024 Filed Aug 21, 2024 21:07 UTC
Choi EmilieDirector
Exercise / conversionClass A Common Stock 1,213 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000122 · wk-form4_1724274442.xml · nonDerivative · entry 1

Choi Emilie · CIK 0001851658 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,243

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
August 13, 2024 Filed Aug 15, 2024 21:04 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 2,795 $92.02 $257,195.90
Disclosure

SEC source: 0001660134-24-000121 · wk-form4_1723755846.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,014

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
July 22, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
GiftClass B Common Stock · Derivative 34,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · derivative · entry 19

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 5,702,696

Underlying: Class A Common Stock · 34,000 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
July 22, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
GiftClass B Common Stock · Derivative 34,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · derivative · entry 18

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 34,000 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
July 22, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
ConversionClass B Common Stock · Derivative 44,846 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · derivative · entry 17

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 34,000

Underlying: Class A Common Stock · 44,846 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
July 22, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass B Common Stock · Derivative 78,846 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · derivative · entry 16

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 78,846

Underlying: Class A Common Stock · 78,846 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
July 22, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 78,846 $0.00 Strike: $8.97 $0.00
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · derivative · entry 15

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,499,741

Underlying: Class B Common Stock · 78,846 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.

F8 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person.

Read SEC document
July 22, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 4,327 $96.55 $417,787.43
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · nonDerivative · entry 8

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.

F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.24 to $96.93 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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July 22, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 24,203 $95.12 $2,302,073.19
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · nonDerivative · entry 7

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,327

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

F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.00 to $95.99 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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July 22, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 64,199 $94.73 $6,081,622.63
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · nonDerivative · entry 6

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,530

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 $94.00 to $94.99 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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July 22, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
ConversionClass A Common Stock 44,846 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · nonDerivative · entry 5

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 92,729

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

F1 · kind: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

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July 19, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
GiftClass B Common Stock · Derivative 138,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · derivative · entry 14

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 5,668,696

Underlying: Class A Common Stock · 138,000 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
July 19, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
GiftClass B Common Stock · Derivative 138,000 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · derivative · entry 13

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 138,000 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
July 19, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
ConversionClass B Common Stock · Derivative 179,687 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · derivative · entry 12

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 138,000

Underlying: Class A Common Stock · 179,687 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
July 19, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass B Common Stock · Derivative 317,687 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · derivative · entry 11

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 317,687

Underlying: Class A Common Stock · 317,687 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
July 19, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 216,216 $0.00 Strike: $8.97 $0.00
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · derivative · entry 10

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,578,587

Underlying: Class B Common Stock · 216,216 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.

F8 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person.

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July 19, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 101,471 $0.00 Strike: $7.17 $0.00
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · derivative · entry 9

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 79,582

Underlying: Class B Common Stock · 101,471 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.

F8 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person.

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July 19, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 173 $94.73 $16,388.29
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · nonDerivative · entry 4

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,883

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

Read SEC document
July 19, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 48,618 $93.85 $4,562,789.58
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · nonDerivative · entry 3

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 48,056

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 $93.6737 to $94.66 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
July 19, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 130,896 $93.26 $12,207,662.02
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · nonDerivative · entry 2

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 96,674

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 $92.6717 to $93.6706 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
July 19, 2024 Filed Jul 23, 2024 21:04 UTC
McKinnon ToddDirector · Chief Executive Officer
ConversionClass A Common Stock 179,687 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000120 · wk-form4_1721768644.xml · nonDerivative · entry 1

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 227,570

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
July 16, 2024 Filed Jul 18, 2024 21:15 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 2,792 $99.40 $277,524.80
Disclosure

SEC source: 0001660134-24-000119 · wk-form4_1721337316.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 29,809

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

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July 16, 2024 Filed Jul 18, 2024 21:14 UTC ConversionClass B Common Stock · Derivative 26,618 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000118 · wk-form4_1721337243.xml · derivative · entry 5

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 26,618 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
July 16, 2024 Filed Jul 18, 2024 21:14 UTC Exercise / conversionClass B Common Stock · Derivative 26,618 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000118 · wk-form4_1721337243.xml · derivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 26,618

Underlying: Class A Common Stock · 26,618 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

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