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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
July 16, 2024 Filed Jul 18, 2024 21:14 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 26,618 $0.00 Strike: $7.17 $0.00
Disclosure

SEC source: 0001660134-24-000118 · wk-form4_1721337243.xml · derivative · entry 3

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 169,335

Underlying: Class B Common Stock · 26,618 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.

F4 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person.

Read SEC document
July 16, 2024 Filed Jul 18, 2024 21:14 UTC SaleClass A Common Stock 26,618 $100.29 $2,669,436.70
Disclosure

SEC source: 0001660134-24-000118 · wk-form4_1721337243.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

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

F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.00 to $100.70 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
July 16, 2024 Filed Jul 18, 2024 21:14 UTC ConversionClass A Common Stock 26,618 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000118 · wk-form4_1721337243.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 26,618

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 05, 2024 Filed Jul 9, 2024 21:33 UTC ConversionClass B Common Stock · Derivative 34,620 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000117 · wk-form4_1720560787.xml · derivative · entry 6

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 34,620 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 05, 2024 Filed Jul 9, 2024 21:33 UTC Exercise / conversionClass B Common Stock · Derivative 34,620 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000117 · wk-form4_1720560787.xml · derivative · entry 5

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 34,620

Underlying: Class A Common Stock · 34,620 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 05, 2024 Filed Jul 9, 2024 21:33 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 34,620 $0.00 Strike: $7.17 $0.00
Disclosure

SEC source: 0001660134-24-000117 · wk-form4_1720560787.xml · derivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 195,953

Underlying: Class B Common Stock · 34,620 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.

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

Read SEC document
July 05, 2024 Filed Jul 9, 2024 21:33 UTC SaleClass A Common Stock 17,837 $96.24 $1,716,648.93
Disclosure

SEC source: 0001660134-24-000117 · wk-form4_1720560787.xml · nonDerivative · entry 3

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

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

F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.07 to $96.515 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 05, 2024 Filed Jul 9, 2024 21:33 UTC SaleClass A Common Stock 16,783 $95.84 $1,608,415.59
Disclosure

SEC source: 0001660134-24-000117 · wk-form4_1720560787.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,837

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 $95.07 to $96.065 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 05, 2024 Filed Jul 9, 2024 21:33 UTC ConversionClass A Common Stock 34,620 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000117 · wk-form4_1720560787.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 34,620

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 02, 2024 Filed Jul 5, 2024 21:41 UTC ConversionClass B Common Stock · Derivative 3,280 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000115 · wk-form4_1720215691.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 · 3,280 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 02, 2024 Filed Jul 5, 2024 21:41 UTC Exercise / conversionClass B Common Stock · Derivative 3,280 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000115 · wk-form4_1720215691.xml · derivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,280

Underlying: Class A Common Stock · 3,280 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 02, 2024 Filed Jul 5, 2024 21:41 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 3,280 $0.00 Strike: $7.17 $0.00
Disclosure

SEC source: 0001660134-24-000115 · wk-form4_1720215691.xml · derivative · entry 3

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 230,573

Underlying: Class B Common Stock · 3,280 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.

F4 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person.

Read SEC document
July 02, 2024 Filed Jul 5, 2024 21:41 UTC SaleClass A Common Stock 3,280 $95.64 $313,689.03
Disclosure

SEC source: 0001660134-24-000115 · wk-form4_1720215691.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

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

F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.175 to $96.03 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 02, 2024 Filed Jul 5, 2024 21:41 UTC ConversionClass A Common Stock 3,280 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000115 · wk-form4_1720215691.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,280

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
June 28, 2024 Filed Jul 2, 2024 21:10 UTC ConversionClass B Common Stock · Derivative 2,100 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000114 · wk-form4_1719954610.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 · 2,100 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
June 28, 2024 Filed Jul 2, 2024 21:10 UTC Exercise / conversionClass B Common Stock · Derivative 2,100 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000114 · wk-form4_1719954610.xml · derivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,100

Underlying: Class A Common Stock · 2,100 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
June 28, 2024 Filed Jul 2, 2024 21:10 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 2,100 $0.00 Strike: $7.17 $0.00
Disclosure

SEC source: 0001660134-24-000114 · wk-form4_1719954610.xml · derivative · entry 3

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 233,853

Underlying: Class B Common Stock · 2,100 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.

F4 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person.

Read SEC document
June 28, 2024 Filed Jul 2, 2024 21:10 UTC SaleClass A Common Stock 2,100 $95.12 $199,754.73
Disclosure

SEC source: 0001660134-24-000114 · wk-form4_1719954610.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

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

F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.05 to $95.25 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
June 28, 2024 Filed Jul 2, 2024 21:10 UTC ConversionClass A Common Stock 2,100 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000114 · wk-form4_1719954610.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,100

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
June 21, 2024 Filed Jun 25, 2024 22:07 UTC GrantRestricted Stock Units · Derivative 6,099 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000113 · wk-form4_1719353248.xml · derivative · entry 1

Bates Anthony John · CIK 0001580378 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,099

Underlying: Class A Common Stock · 6,099 shares

Expires not disclosed

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 shall vest on June 21, 2025, 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 shall vest on June 21, 2025, 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
June 20, 2024 Filed Jun 21, 2024 22:16 UTC GrantRestricted Stock Units · Derivative 2,832 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000102 · wk-form4_1719008191.xml · derivative · entry 4

HOROWITZ BENJAMIN A · CIK 0001166586 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,832

Underlying: Class A Common Stock · 2,832 shares

Expires not disclosed

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: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

F4 · derivative.expiration_date: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

Read SEC document
June 20, 2024 Filed Jun 21, 2024 22:12 UTC
Choi EmilieDirector
GrantRestricted Stock Units · Derivative 2,832 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000100 · wk-form4_1719007950.xml · derivative · entry 3

Choi Emilie · CIK 0001851658 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,832

Underlying: Class A Common Stock · 2,832 shares

Expires not disclosed

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: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

F3 · derivative.expiration_date: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

Read SEC document
June 20, 2024 Filed Jun 21, 2024 22:14 UTC
Epstein JeffDirector
GrantRestricted Stock Units · Derivative 2,832 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000101 · wk-form4_1719008042.xml · derivative · entry 3

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,832

Underlying: Class A Common Stock · 2,832 shares

Expires not disclosed

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: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

F3 · derivative.expiration_date: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

Read SEC document
June 20, 2024 Filed Jun 21, 2024 22:11 UTC GrantRestricted Stock Units · Derivative 2,832 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000099 · wk-form4_1719007881.xml · derivative · entry 3

ARCHAMBEAU SHELLYE L · CIK 0001191713 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,832

Underlying: Class A Common Stock · 2,832 shares

Expires not disclosed

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: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

F3 · derivative.expiration_date: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

Read SEC document
June 20, 2024 Filed Jun 21, 2024 18:31 UTC GrantRestricted Stock Units · Derivative 2,832 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000104 · wk-form4_1719009084.xml · derivative · entry 3

Saeger Rebecca · CIK 0001311379 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,832

Underlying: Class A Common Stock · 2,832 shares

Expires not disclosed

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: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

F3 · derivative.expiration_date: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

Read SEC document
June 20, 2024 Filed Jun 21, 2024 22:43 UTC GrantRestricted Stock Units · Derivative 2,832 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000105 · wk-form4_1719009830.xml · derivative · entry 3

Dixon Robert L JR · CIK 0001524849 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,832

Underlying: Class A Common Stock · 2,832 shares

Expires not disclosed

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: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

F3 · derivative.expiration_date: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

Read SEC document
June 20, 2024 Filed Jun 21, 2024 18:18 UTC GrantRestricted Stock Units · Derivative 2,832 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000103 · wk-form4_1719008286.xml · derivative · entry 3

Stankey Michael A. · CIK 0001557713 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,832

Underlying: Class A Common Stock · 2,832 shares

Expires not disclosed

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: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

F3 · derivative.expiration_date: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

Read SEC document
June 20, 2024 Filed Jun 24, 2024 21:02 UTC GrantRestricted Stock Units · Derivative 2,832 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000108 · wk-form4_1719262969.xml · derivative · entry 3

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,832

Underlying: Class A Common Stock · 2,832 shares

Expires not disclosed

F4 · 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: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

F5 · derivative.expiration_date: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

Read SEC document
June 20, 2024 Filed Jun 24, 2024 21:02 UTC SaleClass A Common Stock 300 $87.70 $26,308.53
Disclosure

SEC source: 0001660134-24-000108 · wk-form4_1719262969.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024.

F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.55 to $87.81 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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June 20, 2024 Filed Jun 24, 2024 21:02 UTC SaleClass A Common Stock 1,252 $86.82 $108,701.02
Disclosure

SEC source: 0001660134-24-000108 · wk-form4_1719262969.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 300

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024.

F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.54 to $87.47 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.

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June 19, 2024 Filed Jun 21, 2024 22:16 UTC Exercise / conversionRestricted Stock Units · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000102 · wk-form4_1719008191.xml · derivative · entry 3

HOROWITZ BENJAMIN A · CIK 0001166586 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,818 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: The RSUs vested in full on June 19, 2024.

F3 · derivative.expiration_date: The RSUs vested in full on June 19, 2024.

Read SEC document
June 19, 2024 Filed Jun 21, 2024 22:16 UTC Exercise / conversionClass A Common Stock 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000102 · wk-form4_1719008191.xml · nonDerivative · entry 1

HOROWITZ BENJAMIN A · CIK 0001166586 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,818

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
June 19, 2024 Filed Jun 21, 2024 22:12 UTC
Choi EmilieDirector
Exercise / conversionRestricted Stock Units · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000100 · wk-form4_1719007950.xml · derivative · entry 2

Choi Emilie · CIK 0001851658 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,818 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: The RSUs vested in full on June 19, 2024.

F2 · derivative.expiration_date: The RSUs vested in full on June 19, 2024.

Read SEC document
June 19, 2024 Filed Jun 21, 2024 22:12 UTC
Choi EmilieDirector
Exercise / conversionClass A Common Stock 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000100 · wk-form4_1719007950.xml · nonDerivative · entry 1

Choi Emilie · CIK 0001851658 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,030

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
June 19, 2024 Filed Jun 21, 2024 22:14 UTC
Epstein JeffDirector
Exercise / conversionRestricted Stock Units · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000101 · wk-form4_1719008042.xml · derivative · entry 2

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,818 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: The RSUs vested in full on June 19, 2024.

F2 · derivative.expiration_date: The RSUs vested in full on June 19, 2024.

Read SEC document
June 19, 2024 Filed Jun 21, 2024 22:14 UTC
Epstein JeffDirector
Exercise / conversionClass A Common Stock 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000101 · wk-form4_1719008042.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,492

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
June 19, 2024 Filed Jun 21, 2024 22:11 UTC Exercise / conversionRestricted Stock Units · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000099 · wk-form4_1719007881.xml · derivative · entry 2

ARCHAMBEAU SHELLYE L · CIK 0001191713 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,818 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: The RSUs vested in full on June 19, 2024.

F2 · derivative.expiration_date: The RSUs vested in full on June 19, 2024.

Read SEC document
June 19, 2024 Filed Jun 21, 2024 22:11 UTC Exercise / conversionClass A Common Stock 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000099 · wk-form4_1719007881.xml · nonDerivative · entry 1

ARCHAMBEAU SHELLYE L · CIK 0001191713 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,860

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
June 19, 2024 Filed Jun 21, 2024 18:31 UTC Exercise / conversionRestricted Stock Units · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000104 · wk-form4_1719009084.xml · derivative · entry 2

Saeger Rebecca · CIK 0001311379 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,818 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: The RSUs vested in full on June 19, 2024.

F2 · derivative.expiration_date: The RSUs vested in full on June 19, 2024.

Read SEC document
June 19, 2024 Filed Jun 21, 2024 18:31 UTC Exercise / conversionClass A Common Stock 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000104 · wk-form4_1719009084.xml · nonDerivative · entry 1

Saeger Rebecca · CIK 0001311379 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,190

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
June 19, 2024 Filed Jun 21, 2024 22:43 UTC Exercise / conversionRestricted Stock Units · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000105 · wk-form4_1719009830.xml · derivative · entry 2

Dixon Robert L JR · CIK 0001524849 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,818 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: The RSUs vested in full on June 19, 2024.

F2 · derivative.expiration_date: The RSUs vested in full on June 19, 2024.

Read SEC document
June 19, 2024 Filed Jun 21, 2024 22:43 UTC Exercise / conversionClass A Common Stock 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000105 · wk-form4_1719009830.xml · nonDerivative · entry 1

Dixon Robert L JR · CIK 0001524849 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,637

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
June 19, 2024 Filed Jun 21, 2024 18:18 UTC Exercise / conversionRestricted Stock Units · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000103 · wk-form4_1719008286.xml · derivative · entry 2

Stankey Michael A. · CIK 0001557713 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,818 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: The RSUs vested in full on June 19, 2024.

F2 · derivative.expiration_date: The RSUs vested in full on June 19, 2024.

Read SEC document
June 19, 2024 Filed Jun 21, 2024 18:18 UTC Exercise / conversionClass A Common Stock 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000103 · wk-form4_1719008286.xml · nonDerivative · entry 1

Stankey Michael A. · CIK 0001557713 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,392

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
June 15, 2024 Filed Jun 18, 2024 21:16 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 1,452 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000092 · wk-form4_1718745374.xml · derivative · entry 15

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,978

Underlying: Class A Common Stock · 1,452 shares

Expires not disclosed

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

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
June 15, 2024 Filed Jun 18, 2024 21:16 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,591 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000092 · wk-form4_1718745374.xml · derivative · entry 14

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,910

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
June 15, 2024 Filed Jun 18, 2024 21:16 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,318 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000092 · wk-form4_1718745374.xml · derivative · entry 13

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,222

Underlying: Class A Common Stock · 3,318 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
June 15, 2024 Filed Jun 18, 2024 21:16 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 848 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000092 · wk-form4_1718745374.xml · derivative · entry 12

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,938

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
June 15, 2024 Filed Jun 18, 2024 21:16 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 1,069 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000092 · wk-form4_1718745374.xml · derivative · entry 11

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,414

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 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 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
June 15, 2024 Filed Jun 18, 2024 21:16 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 793 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000092 · wk-form4_1718745374.xml · nonDerivative · entry 10

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,636

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.