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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
June 15, 2024 Filed Jun 18, 2024 21:20 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 2,196 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000095 · wk-form4_1718745608.xml · derivative · entry 7

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,763

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.

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

F2 · derivative.exercise_date: 25% of the shares underlying the RSU vested on 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.

F2 · 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
June 15, 2024 Filed Jun 18, 2024 21:20 UTC
Ninan ShibuChief Accounting Officer
Tax withholdingClass A Common Stock 246 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000095 · wk-form4_1718745608.xml · nonDerivative · entry 6

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,706

Read SEC document
June 15, 2024 Filed Jun 18, 2024 21:20 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionClass A Common Stock 484 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000095 · wk-form4_1718745608.xml · nonDerivative · entry 5

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,952

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 21:20 UTC
Ninan ShibuChief Accounting Officer
Tax withholdingClass A Common Stock 282 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000095 · wk-form4_1718745608.xml · nonDerivative · entry 4

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,468

Read SEC document
June 15, 2024 Filed Jun 18, 2024 21:20 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionClass A Common Stock 556 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000095 · wk-form4_1718745608.xml · nonDerivative · entry 3

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,750

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 21:20 UTC
Ninan ShibuChief Accounting Officer
Tax withholdingClass A Common Stock 1,113 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000095 · wk-form4_1718745608.xml · nonDerivative · entry 2

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,194

Read SEC document
June 15, 2024 Filed Jun 18, 2024 21:20 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionClass A Common Stock 2,196 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000095 · wk-form4_1718745608.xml · nonDerivative · entry 1

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,307

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 21:19 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 5,035 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000094 · wk-form4_1718745539.xml · derivative · entry 9

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,388

Underlying: Class A Common Stock · 5,035 shares

Expires not disclosed

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

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

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

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

Read SEC document
June 15, 2024 Filed Jun 18, 2024 21:19 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 10,505 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000094 · wk-form4_1718745539.xml · derivative · entry 8

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,537

Underlying: Class A Common Stock · 10,505 shares

Expires not disclosed

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

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

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

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

Read SEC document
June 15, 2024 Filed Jun 18, 2024 21:19 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 1,684 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000094 · wk-form4_1718745539.xml · derivative · entry 7

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,055

Underlying: Class A Common Stock · 1,684 shares

Expires not disclosed

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

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

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

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

Read SEC document
June 15, 2024 Filed Jun 18, 2024 21:19 UTC
McKinnon ToddDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 2,552 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000094 · wk-form4_1718745539.xml · nonDerivative · entry 6

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,883

Read SEC document
June 15, 2024 Filed Jun 18, 2024 21:19 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 5,035 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000094 · wk-form4_1718745539.xml · nonDerivative · entry 5

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,435

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 21:19 UTC
McKinnon ToddDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 5,324 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000094 · wk-form4_1718745539.xml · nonDerivative · entry 4

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,400

Read SEC document
June 15, 2024 Filed Jun 18, 2024 21:19 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 10,505 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000094 · wk-form4_1718745539.xml · nonDerivative · entry 3

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,724

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 21:19 UTC
McKinnon ToddDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 854 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000094 · wk-form4_1718745539.xml · nonDerivative · entry 2

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,219

Read SEC document
June 15, 2024 Filed Jun 18, 2024 21:19 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 1,684 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000094 · wk-form4_1718745539.xml · nonDerivative · entry 1

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,073

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 21:17 UTC Exercise / conversionRestricted Stock Units · Derivative 843 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000093 · wk-form4_1718745456.xml · derivative · entry 6

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,897

Underlying: Class A Common Stock · 843 shares

Expires not disclosed

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

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

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

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

Read SEC document
June 15, 2024 Filed Jun 18, 2024 21:17 UTC Exercise / conversionRestricted Stock Units · Derivative 1,850 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000093 · wk-form4_1718745456.xml · derivative · entry 5

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,549

Underlying: Class A Common Stock · 1,850 shares

Expires not disclosed

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

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

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

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

Read SEC document
June 15, 2024 Filed Jun 18, 2024 21:17 UTC Tax withholdingClass A Common Stock 343 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000093 · wk-form4_1718745456.xml · nonDerivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,552

Read SEC document
June 15, 2024 Filed Jun 18, 2024 21:17 UTC Exercise / conversionClass A Common Stock 843 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000093 · wk-form4_1718745456.xml · nonDerivative · entry 3

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,895

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 21:17 UTC Tax withholdingClass A Common Stock 798 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000093 · wk-form4_1718745456.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,052

Read SEC document
June 15, 2024 Filed Jun 18, 2024 21:17 UTC Exercise / conversionClass A Common Stock 1,850 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000093 · wk-form4_1718745456.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,850

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 10, 2024 Filed Jun 12, 2024 21:25 UTC ConversionClass B Common Stock · Derivative 12,707 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000090 · wk-form4_1718227532.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 · 12,707 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 10, 2024 Filed Jun 12, 2024 21:25 UTC Exercise / conversionClass B Common Stock · Derivative 12,707 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000090 · wk-form4_1718227532.xml · derivative · entry 5

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,707

Underlying: Class A Common Stock · 12,707 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 10, 2024 Filed Jun 12, 2024 21:25 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 12,707 $3.11 Strike: $3.11 $39,518.77
Disclosure

SEC source: 0001660134-24-000090 · wk-form4_1718227532.xml · derivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 12,707 shares

Expires 2024-08-26

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
June 10, 2024 Filed Jun 12, 2024 21:25 UTC SaleClass A Common Stock 4,868 $87.86 $427,707.83
Disclosure

SEC source: 0001660134-24-000090 · wk-form4_1718227532.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 $87.58 to $88.15 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the 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 10, 2024 Filed Jun 12, 2024 21:25 UTC SaleClass A Common Stock 14,010 $86.96 $1,218,278.78
Disclosure

SEC source: 0001660134-24-000090 · wk-form4_1718227532.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,868

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 $86.58 to $87.57 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the 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 10, 2024 Filed Jun 12, 2024 21:25 UTC ConversionClass A Common Stock 12,707 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000090 · wk-form4_1718227532.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 18,878

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
May 25, 2024 Filed May 29, 2024 21:13 UTC
Epstein JeffDirector
Exercise / conversionRestricted Stock Units · Derivative 478 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000087 · wk-form4_1717017209.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 · 478 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 May 25, 2022, and the remaining shares underlying the RSU vested 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 May 25, 2022, and the remaining shares underlying the RSU vested in 2 equal annual installments thereafter, subject to the Reporting Person's continued service with the Issuer on each such date.

Read SEC document
May 25, 2024 Filed May 29, 2024 21:13 UTC
Epstein JeffDirector
Exercise / conversionClass A Common Stock 478 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000087 · wk-form4_1717017209.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,674

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
March 29, 2024 Filed Apr 2, 2024 22:28 UTC
Addison Jonathan JamesChief Revenue Officer
GrantRestricted Stock Units · Derivative 17,430 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000054 · wk-form4_1712096906.xml · derivative · entry 2

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,430

Underlying: Class A Common Stock · 17,430 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: 8.33% of the shares underlying the RSU shall vest on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F2 · derivative.expiration_date: 8.33% of the shares underlying the RSU shall vest on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
March 29, 2024 Filed Apr 2, 2024 22:27 UTC
Tighe BrettChief Financial Officer
GrantRestricted Stock Units · Derivative 46,480 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000053 · wk-form4_1712096821.xml · derivative · entry 3

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,480

Underlying: Class A Common Stock · 46,480 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: 8.33% of the shares underlying the RSU shall vest on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F2 · derivative.expiration_date: 8.33% of the shares underlying the RSU shall vest on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
March 29, 2024 Filed Apr 2, 2024 22:31 UTC
Schwartz LarissaSee Remarks
GrantRestricted Stock Units · Derivative 23,240 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000055 · wk-form4_1712097056.xml · derivative · entry 2

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,240

Underlying: Class A Common Stock · 23,240 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: 8.33% of the shares underlying the RSU shall vest on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F2 · derivative.expiration_date: 8.33% of the shares underlying the RSU shall vest on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
March 29, 2024 Filed Apr 2, 2024 22:33 UTC
Ninan ShibuChief Accounting Officer
GrantRestricted Stock Units · Derivative 5,810 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000056 · wk-form4_1712097156.xml · derivative · entry 2

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,810

Underlying: Class A Common Stock · 5,810 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: 8.33% of the shares underlying the RSU shall vest on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F2 · derivative.expiration_date: 8.33% of the shares underlying the RSU shall vest on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
March 29, 2024 Filed Apr 2, 2024 22:24 UTC
McKinnon ToddDirector · Chief Executive Officer
GrantRestricted Stock Units · Derivative 60,423 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000052 · wk-form4_1712096644.xml · derivative · entry 2

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,423

Underlying: Class A Common Stock · 60,423 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: 8.33% of the shares underlying the RSU shall vest on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F2 · derivative.expiration_date: 8.33% of the shares underlying the RSU shall vest on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
March 19, 2024 Filed Mar 21, 2024 21:06 UTC
Ninan ShibuChief Accounting Officer
SaleClass A Common Stock 4,279 $104.14 $445,615.06
Disclosure

SEC source: 0001660134-24-000051 · wk-form4_1711055160.xml · nonDerivative · entry 1

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,111

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 15, 2023.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,591 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · derivative · entry 15

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,501

Underlying: Class A Common Stock · 3,591 shares

Expires not disclosed

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

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

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
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,317 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · derivative · entry 14

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,540

Underlying: Class A Common Stock · 3,317 shares

Expires not disclosed

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

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

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
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 5,651 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · derivative · entry 13

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 5,651 shares

Expires not disclosed

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

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

F4 · derivative.exercise_date: 100% of the shares underlying the RSU vested on March 15, 2024.

F4 · derivative.expiration_date: 100% of the shares underlying the RSU vested on March 15, 2024.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 848 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · derivative · entry 12

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,786

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.

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

F3 · derivative.exercise_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F3 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 1,069 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · derivative · entry 11

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,483

Underlying: Class A Common Stock · 1,069 shares

Expires not disclosed

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

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

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

F2 · derivative.expiration_date: 25% of the shares underlying the 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
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 1,961 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · nonDerivative · entry 10

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,911

Read SEC document
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 3,591 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · nonDerivative · entry 9

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,872

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
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 1,811 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · nonDerivative · entry 8

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,281

Read SEC document
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 3,317 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · nonDerivative · entry 7

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,092

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
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 3,085 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · nonDerivative · entry 6

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,775

Read SEC document
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 5,651 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · nonDerivative · entry 5

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,860

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
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 463 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · nonDerivative · entry 4

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,209

Read SEC document
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 848 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · nonDerivative · entry 3

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,672

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
March 15, 2024 Filed Mar 19, 2024 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 584 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000050 · wk-form4_1710885817.xml · nonDerivative · entry 2

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,824

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.