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Nasdaq · USD

OKTA

Okta, Inc.

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Tapewire entity
3154
SEC CIK
0001660134
Parsed reports
731

Last 12 months

Inside the activity.

2 purchase rows · 86 sale rows

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

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 15, 2024 Filed Mar 19, 2024 21:57 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass A Common Stock 4,445 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 12

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,278

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 21:57 UTC
Schwartz LarissaSee Remarks
Tax withholdingClass A Common Stock 55 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 11

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,833

Read SEC document
March 15, 2024 Filed Mar 19, 2024 21:57 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass A Common Stock 109 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 10

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,888

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 21:57 UTC
Schwartz LarissaSee Remarks
Tax withholdingClass A Common Stock 177 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 9

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,779

Read SEC document
March 15, 2024 Filed Mar 19, 2024 21:57 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass A Common Stock 316 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 8

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,956

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 21:57 UTC
Schwartz LarissaSee Remarks
Tax withholdingClass A Common Stock 95 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 7

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,640

Read SEC document
March 15, 2024 Filed Mar 19, 2024 21:57 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass A Common Stock 169 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 6

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,735

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 21:57 UTC
Schwartz LarissaSee Remarks
Tax withholdingClass A Common Stock 58 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 5

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,566

Read SEC document
March 15, 2024 Filed Mar 19, 2024 21:57 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass A Common Stock 103 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 4

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,624

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 21:57 UTC
Schwartz LarissaSee Remarks
Tax withholdingClass A Common Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 3

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,521

Read SEC document
March 15, 2024 Filed Mar 19, 2024 21:57 UTC
Schwartz LarissaSee Remarks
Exercise / conversionClass A Common Stock 177 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 2

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,621

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 21:57 UTC
Schwartz LarissaSee Remarks
Tax withholdingClass A Common Stock 4,439 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,444

Read SEC document
March 14, 2024 Filed Mar 18, 2024 21:59 UTC SaleClass A Common Stock 14 $109.59 $1,534.26
Disclosure

SEC source: 0001660134-24-000038 · wk-form4_1710799149.xml · nonDerivative · entry 4

ARCHAMBEAU SHELLYE L · CIK 0001191713 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,042

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2023.

Read SEC document
March 14, 2024 Filed Mar 18, 2024 21:59 UTC SaleClass A Common Stock 382 $108.71 $41,528.63
Disclosure

SEC source: 0001660134-24-000038 · wk-form4_1710799149.xml · nonDerivative · entry 3

ARCHAMBEAU SHELLYE L · CIK 0001191713 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,056

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2023.

F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.35 to $109.245 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the 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
March 14, 2024 Filed Mar 18, 2024 21:59 UTC SaleClass A Common Stock 971 $107.53 $104,411.92
Disclosure

SEC source: 0001660134-24-000038 · wk-form4_1710799149.xml · nonDerivative · entry 2

ARCHAMBEAU SHELLYE L · CIK 0001191713 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,438

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2023.

F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.22 to $107.76 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the 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
March 14, 2024 Filed Mar 18, 2024 21:59 UTC SaleClass A Common Stock 3,633 $106.62 $387,337.38
Disclosure

SEC source: 0001660134-24-000038 · wk-form4_1710799149.xml · nonDerivative · entry 1

ARCHAMBEAU SHELLYE L · CIK 0001191713 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,409

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2023.

F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.16 to $107.10 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the 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
March 11, 2024 Filed Mar 13, 2024 21:15 UTC
Tighe BrettChief Financial Officer
GrantClass A Common Stock 12,407 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000036 · wk-form4_1710364543.xml · nonDerivative · entry 2

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,839

F3 · shares: On March 21, 2023, the Reporting Person was granted PSUs, the vesting of which is subject to the achievement of certain performance criteria and to a service-based vesting criteria. On March 11, 2024, the Compensation Committee of the Board of Directors determined that 12,407 shares of the Issuer's Class A Common Stock were earned as result of the achievement of the performance criteria, with vesting to occur once the service-based vesting criteria are satisfied on March 15, 2024.

F4 · balance_after: Includes 17,456 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock.

Read SEC document
March 11, 2024 Filed Mar 13, 2024 21:15 UTC
Tighe BrettChief Financial Officer
GrantClass A Common Stock 5,049 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000036 · wk-form4_1710364543.xml · nonDerivative · entry 1

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,432

F1 · shares: On March 22, 2022, the Reporting Person was granted Performance Stock Units ("PSUs"), the vesting of which is subject to the achievement of certain performance criteria and to a service-based vesting criteria. On March 11, 2024, the Compensation Committee of the Board of Directors determined that 5,049 shares of the Issuer's Class A Common Stock were earned as result of the achievement of the performance criteria, with vesting to occur once the service-based vesting criteria are satisfied on March 15, 2024.

F2 · balance_after: Includes 5,049 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock.

Read SEC document
March 11, 2024 Filed Mar 13, 2024 21:14 UTC
Schwartz LarissaSee Remarks
GrantClass A Common Stock 8,758 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000035 · wk-form4_1710364483.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,883

F1 · shares: On March 21, 2023, the Reporting Person was granted Performance Stock Units ("PSUs"), the vesting of which is subject to the achievement of certain performance criteria and to a service-based vesting criteria. On March 11, 2024, the Compensation Committee of the Board of Directors determined that 8,758 shares of the Issuer's Class A Common Stock were earned as result of the achievement of the performance criteria, with vesting to occur once the service-based vesting criteria are satisfied on March 15, 2024.

F2 · balance_after: Includes 8,758 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock.

Read SEC document
March 11, 2024 Filed Mar 13, 2024 21:13 UTC
McKinnon ToddDirector · Chief Executive Officer
GrantClass A Common Stock 42,020 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000033 · wk-form4_1710364414.xml · nonDerivative · entry 1

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,010

F1 · shares: On March 21, 2023, the Reporting Person was granted Performance Stock Units ("PSUs"), the vesting of which is subject to the achievement of certain performance criteria and to a service-based vesting criteria. On March 11, 2024, the Compensation Committee of the Board of Directors determined that 42,020 shares of the Issuer's Class A Common Stock were earned as result of the achievement of the performance criteria, with vesting to occur once the service-based vesting criteria are satisfied on March 15, 2024.

F2 · balance_after: Includes 42,020 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock.

Read SEC document
March 11, 2024 Filed Mar 13, 2024 21:12 UTC
Ninan ShibuChief Accounting Officer
GrantClass A Common Stock 1,095 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000032 · wk-form4_1710364315.xml · nonDerivative · entry 1

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,634

F1 · shares: On March 21, 2023, the Reporting Person was granted Performance Stock Units ("PSUs"), the vesting of which is subject to the achievement of certain performance criteria and to a service-based vesting criteria. On March 11, 2024, the Compensation Committee of the Board of Directors determined that 1,095 shares of the Issuer's Class A Common Stock were earned as result of the achievement of the performance criteria, with vesting to occur once the service-based vesting criteria are satisfied on March 15, 2024.

F2 · balance_after: Includes 1,095 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock.

Read SEC document
February 16, 2024 Filed Feb 21, 2024 22:17 UTC
Ninan ShibuChief Accounting Officer
SaleClass A Common Stock 2,500 $90.23 $225,575.00
Disclosure

SEC source: 0001660134-24-000009 · wk-form4_1708553813.xml · nonDerivative · entry 1

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,539

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

F2 · balance_after: Includes 238 shares of Class A Common Stock acquired under a Section 423 Employee Stock Purchase Plan.

Read SEC document
January 16, 2024 Filed Jan 18, 2024 11:37 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 872 $82.83 $72,227.76
Disclosure

SEC source: 0001660134-24-000002 · wk-form4_1705577846.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,125

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on July 14, 2023.

Read SEC document
December 21, 2023 Filed Dec 26, 2023 21:55 UTC
McKinnon ToddDirector · Chief Executive Officer
GiftClass A Common Stock 39,084 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059685 · doc4.xml · nonDerivative · entry 1

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,990

F1 · kind: The transaction reported involved a gift by the Reporting Person of 39,084 shares of Class A Common Stock to the McKinnon-Stachon Family Charitable Trust, a donor advised fund.

Read SEC document
December 19, 2023 Filed Dec 19, 2023 22:05 UTC GiftClass A Common Stock 8,800 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059207 · doc4.xml · nonDerivative · entry 7

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

F3 · kind: The transaction reported involved a gift by the Trust of 8,800 shares of Class A Common Stock to the American Endowment Foundation FBO Kerrest Family Foundation, a donor advised fund.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 22:13 UTC
Tighe BrettChief Financial Officer
SaleClass A Common Stock 2,510 $83.33 $209,159.81
Disclosure

SEC source: 0001209191-23-059215 · doc4.xml · nonDerivative · entry 10

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,383

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 22:13 UTC
Tighe BrettChief Financial Officer
SaleClass A Common Stock 1,889 $83.33 $157,411.50
Disclosure

SEC source: 0001209191-23-059215 · doc4.xml · nonDerivative · entry 8

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,596

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 22:13 UTC
Tighe BrettChief Financial Officer
SaleClass A Common Stock 91 $83.33 $7,583.08
Disclosure

SEC source: 0001209191-23-059215 · doc4.xml · nonDerivative · entry 6

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,905

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 22:13 UTC
Tighe BrettChief Financial Officer
SaleClass A Common Stock 187 $83.33 $15,582.82
Disclosure

SEC source: 0001209191-23-059215 · doc4.xml · nonDerivative · entry 4

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,793

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 22:13 UTC
Tighe BrettChief Financial Officer
SaleClass A Common Stock 139 $83.33 $11,582.95
Disclosure

SEC source: 0001209191-23-059215 · doc4.xml · nonDerivative · entry 2

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,565

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 22:11 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 2,233 $83.33 $186,077.23
Disclosure

SEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 12

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,997

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 22:11 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 55 $83.33 $4,583.18
Disclosure

SEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 10

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,784

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 22:11 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 159 $83.33 $13,249.57
Disclosure

SEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 8

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,731

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 22:11 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 85 $83.33 $7,083.10
Disclosure

SEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 6

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,574

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 22:11 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 53 $83.33 $4,416.52
Disclosure

SEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 4

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,491

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

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December 18, 2023 Filed Dec 19, 2023 22:11 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 90 $83.33 $7,499.75
Disclosure

SEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 2

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,440

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

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December 18, 2023 Filed Dec 19, 2023 22:05 UTC SaleClass A Common Stock 282 $83.33 $23,499.23
Disclosure

SEC source: 0001209191-23-059207 · doc4.xml · nonDerivative · entry 6

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,689

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

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December 18, 2023 Filed Dec 19, 2023 22:05 UTC SaleClass A Common Stock 626 $83.33 $52,164.96
Disclosure

SEC source: 0001209191-23-059207 · doc4.xml · nonDerivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,128

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

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December 18, 2023 Filed Dec 19, 2023 22:05 UTC SaleClass A Common Stock 754 $83.33 $62,831.27
Disclosure

SEC source: 0001209191-23-059207 · doc4.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,905

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

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December 18, 2023 Filed Dec 19, 2023 22:09 UTC
Ninan ShibuChief Accounting Officer
SaleClass A Common Stock 280 $83.33 $23,332.57
Disclosure

SEC source: 0001209191-23-059211 · doc4.xml · nonDerivative · entry 4

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,801

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

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December 18, 2023 Filed Dec 19, 2023 22:09 UTC
Ninan ShibuChief Accounting Officer
SaleClass A Common Stock 864 $83.33 $71,997.64
Disclosure

SEC source: 0001209191-23-059211 · doc4.xml · nonDerivative · entry 2

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,525

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

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December 18, 2023 Filed Dec 19, 2023 22:07 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 5,275 $83.33 $439,568.92
Disclosure

SEC source: 0001209191-23-059209 · doc4.xml · nonDerivative · entry 6

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,074

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

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December 18, 2023 Filed Dec 19, 2023 22:07 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 847 $83.33 $70,581.02
Disclosure

SEC source: 0001209191-23-059209 · doc4.xml · nonDerivative · entry 4

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,844

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

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December 18, 2023 Filed Dec 19, 2023 22:07 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 1,327 $83.33 $110,579.71
Disclosure

SEC source: 0001209191-23-059209 · doc4.xml · nonDerivative · entry 2

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,006

F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the 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 with regard to the block trade.

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December 15, 2023 Filed Dec 19, 2023 22:13 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 6,297 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059215 · doc4.xml · derivative · entry 16

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,679

Underlying: Class A Common Stock · 6,297 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.

F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of Class A Common Stock.

F8 · 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.

F8 · 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.

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December 15, 2023 Filed Dec 19, 2023 22:13 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 4,580 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059215 · doc4.xml · derivative · entry 15

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,222

Underlying: Class A Common Stock · 4,580 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of Class A Common Stock.

F7 · 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.

F7 · 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.

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December 15, 2023 Filed Dec 19, 2023 22:13 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 203 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059215 · doc4.xml · derivative · entry 14

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,011

Underlying: Class A Common Stock · 203 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.

F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of Class A Common Stock.

F6 · derivative.exercise_date: 6.25% of the shares underlying the RSU vested on June 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F6 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

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December 15, 2023 Filed Dec 19, 2023 22:13 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 415 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059215 · doc4.xml · derivative · entry 13

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,660

Underlying: Class A Common Stock · 415 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of Class A Common Stock.

F5 · derivative.exercise_date: 6.25% of the shares underlying the RSU vested on March 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F5 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on March 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

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December 15, 2023 Filed Dec 19, 2023 22:13 UTC
Tighe BrettChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 302 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059215 · doc4.xml · derivative · entry 12

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 604

Underlying: Class A Common Stock · 302 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.

F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of Class A Common Stock.

F4 · derivative.exercise_date: 6.25% of the shares underlying the RSU vested on September 15, 2020, 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 September 15, 2020, 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.

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December 15, 2023 Filed Dec 19, 2023 22:13 UTC
Tighe BrettChief Financial Officer
Exercise / conversionClass A Common Stock 6,297 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059215 · doc4.xml · nonDerivative · entry 9

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,893

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

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