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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
May 07, 2026 Filed May 8, 2026 21:15 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 1,054 $80.00 $84,320.00
Disclosure

SEC source: 0001968125-26-000008 · wk-form4_1778274912.xml · nonDerivative · entry 3

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 48,448

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 03, 2025.

Read SEC document
May 06, 2026 Filed May 8, 2026 21:15 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 2,330 $77.50 $180,564.98
Disclosure

SEC source: 0001968125-26-000008 · wk-form4_1778274912.xml · nonDerivative · entry 2

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 49,502

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 03, 2025.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.15 to $78.00 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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May 06, 2026 Filed May 8, 2026 21:15 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 2,993 $76.73 $229,641.82
Disclosure

SEC source: 0001968125-26-000008 · wk-form4_1778274912.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 51,832

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 03, 2025.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.15 to $77.13 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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April 16, 2026 Filed Apr 20, 2026 21:08 UTC PurchaseClass A Common Stock 1,100 $72.46 $79,711.28
Disclosure

SEC source: 0001294735-26-000001 · wk-form4_1776719332.xml · nonDerivative · entry 2

Schellhase David · CIK 0001294735 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,712

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 15, 2026.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $72.33 to $72.80 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 purchased at each separate price within the range set forth in this footnote.

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April 16, 2026 Filed Apr 20, 2026 21:08 UTC PurchaseClass A Common Stock 2,612 $71.86 $187,696.75
Disclosure

SEC source: 0001294735-26-000001 · wk-form4_1776719332.xml · nonDerivative · entry 1

Schellhase David · CIK 0001294735 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,612

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 15, 2026.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $71.31 to $72.29 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 purchased at each separate price within the range set forth in this footnote.

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April 07, 2026 Filed Apr 9, 2026 21:04 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 100 $80.58 $8,058.00
Disclosure

SEC source: 0001968125-26-000007 · wk-form4_1775768642.xml · nonDerivative · entry 3

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 54,825

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 03, 2025.

Read SEC document
April 07, 2026 Filed Apr 9, 2026 21:04 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 4,278 $80.02 $342,305.88
Disclosure

SEC source: 0001968125-26-000007 · wk-form4_1775768642.xml · nonDerivative · entry 2

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 54,925

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 03, 2025.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.58 to $80.54 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
April 07, 2026 Filed Apr 9, 2026 21:04 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 1,999 $79.15 $158,219.25
Disclosure

SEC source: 0001968125-26-000007 · wk-form4_1775768642.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 59,203

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 03, 2025.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.58 to $79.555 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
April 01, 2026 Filed Apr 3, 2026 21:04 UTC ConversionClass B Common Stock · Derivative 2,409 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000005 · wk-form4_1775250295.xml · derivative · entry 5

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,409 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
April 01, 2026 Filed Apr 3, 2026 21:04 UTC Exercise / conversionClass B Common Stock · Derivative 2,409 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000005 · wk-form4_1775250295.xml · derivative · entry 4

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,409

Underlying: Class A Common Stock · 2,409 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
April 01, 2026 Filed Apr 3, 2026 21:04 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 2,409 $0.00 Strike: $8.97 $0.00
Disclosure

SEC source: 0002053652-26-000005 · wk-form4_1775250295.xml · derivative · entry 3

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 2,409 shares

Expires 2026-10-23

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_date: The shares subject to the option are fully vested and exercisable by the Reporting Person.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 21:04 UTC SaleClass A Common Stock 2,409 $80.00 $192,720.00
Disclosure

SEC source: 0002053652-26-000005 · wk-form4_1775250295.xml · nonDerivative · entry 2

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,470

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 15, 2025.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 21:04 UTC ConversionClass A Common Stock 2,409 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000005 · wk-form4_1775250295.xml · nonDerivative · entry 1

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,879

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
March 25, 2026 Filed Mar 27, 2026 21:05 UTC
Addison Jonathan JamesChief Revenue Officer
SaleClass A Common Stock 4,200 $78.65 $330,342.60
Disclosure

SEC source: 0002010033-26-000004 · wk-form4_1774645512.xml · nonDerivative · entry 3

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,364

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 24, 2025.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.44 to $79.08 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
March 25, 2026 Filed Mar 27, 2026 21:05 UTC
Addison Jonathan JamesChief Revenue Officer
SaleClass A Common Stock 12,322 $77.87 $959,512.91
Disclosure

SEC source: 0002010033-26-000004 · wk-form4_1774645512.xml · nonDerivative · entry 2

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,564

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 24, 2025.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.41 to $78.40 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
March 25, 2026 Filed Mar 27, 2026 21:05 UTC
Addison Jonathan JamesChief Revenue Officer
SaleClass A Common Stock 6,782 $77.10 $522,899.66
Disclosure

SEC source: 0002010033-26-000004 · wk-form4_1774645512.xml · nonDerivative · entry 1

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 20,886

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 24, 2025.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.40 to $77.38 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
March 23, 2026 Filed Mar 25, 2026 21:02 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 3,753 $81.60 $306,263.19
Disclosure

SEC source: 0001700626-26-000004 · wk-form4_1774472556.xml · nonDerivative · entry 4

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 97,083

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 15, 2025.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.48 to $82.09 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
March 23, 2026 Filed Mar 25, 2026 21:02 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 5,110 $81.06 $414,207.91
Disclosure

SEC source: 0001700626-26-000004 · wk-form4_1774472556.xml · nonDerivative · entry 3

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 100,836

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 15, 2025.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.48 to $81.47 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the 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
March 23, 2026 Filed Mar 25, 2026 21:02 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 2,000 $80.19 $160,376.80
Disclosure

SEC source: 0001700626-26-000004 · wk-form4_1774472556.xml · nonDerivative · entry 2

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 105,946

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 15, 2025.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.48 to $80.41 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
March 23, 2026 Filed Mar 25, 2026 21:02 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 400 $78.79 $31,515.96
Disclosure

SEC source: 0001700626-26-000004 · wk-form4_1774472556.xml · nonDerivative · entry 1

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 107,946

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 15, 2025.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.40 to $79.35 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
March 19, 2026 Filed Mar 23, 2026 22:05 UTC GrantRestricted Stock Units · Derivative 73,901 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000004 · wk-form4_1774303511.xml · derivative · entry 2

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 73,901

Underlying: Class A Common Stock · 73,901 shares

Expires not disclosed

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

F3 · derivative.exercise_date: 8.33% of the shares underlying the RSU shall vest on June 15, 2026, 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 shall vest on June 15, 2026, 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, 2026 Filed Mar 23, 2026 22:05 UTC SaleClass A Common Stock 16,818 $80.00 $1,345,440.00
Disclosure

SEC source: 0002053652-26-000004 · wk-form4_1774303511.xml · nonDerivative · entry 1

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,470

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 15, 2025.

Read SEC document
March 19, 2026 Filed Mar 23, 2026 22:04 UTC
Addison Jonathan JamesChief Revenue Officer
GrantRestricted Stock Units · Derivative 55,426 $0.00 $0.00
Disclosure

SEC source: 0002010033-26-000003 · wk-form4_1774303476.xml · derivative · entry 2

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,426

Underlying: Class A Common Stock · 55,426 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, 2026, 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, 2026, 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, 2026 Filed Mar 23, 2026 22:07 UTC
Tighe BrettChief Financial Officer
GrantRestricted Stock Units · Derivative 55,426 $0.00 $0.00
Disclosure

SEC source: 0001865084-26-000004 · wk-form4_1774303658.xml · derivative · entry 3

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,426

Underlying: Class A Common Stock · 55,426 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, 2026, 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, 2026, 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, 2026 Filed Mar 23, 2026 22:06 UTC
Schwartz LarissaSee Remarks
GrantRestricted Stock Units · Derivative 43,109 $0.00 $0.00
Disclosure

SEC source: 0001968125-26-000006 · wk-form4_1774303614.xml · derivative · entry 2

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,109

Underlying: Class A Common Stock · 43,109 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, 2026, 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, 2026, 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, 2026 Filed Mar 23, 2026 22:06 UTC
Ninan ShibuChief Accounting Officer
GrantRestricted Stock Units · Derivative 13,549 $0.00 $0.00
Disclosure

SEC source: 0001940985-26-000004 · wk-form4_1774303588.xml · derivative · entry 2

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,549

Underlying: Class A Common Stock · 13,549 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, 2026, 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, 2026, 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, 2026 Filed Mar 23, 2026 22:06 UTC
McKinnon ToddDirector · Chief Executive Officer
GrantRestricted Stock Units · Derivative 103,462 $0.00 $0.00
Disclosure

SEC source: 0001700626-26-000003 · wk-form4_1774303558.xml · derivative · entry 2

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,462

Underlying: Class A Common Stock · 103,462 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, 2026, 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, 2026, 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, 2026 Filed Mar 17, 2026 22:02 UTC Exercise / conversionRestricted Stock Units · Derivative 5,280 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000003 · wk-form4_1773784926.xml · derivative · entry 13

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,239

Underlying: Class A Common Stock · 5,280 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each 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, 2025, 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, 2025, 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, 2026 Filed Mar 17, 2026 22:02 UTC Exercise / conversionRestricted Stock Units · Derivative 4,842 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000003 · wk-form4_1773784926.xml · derivative · entry 12

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,367

Underlying: Class A Common Stock · 4,842 shares

Expires not disclosed

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

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

F3 · derivative.exercise_date: 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.

F3 · 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
March 15, 2026 Filed Mar 17, 2026 22:02 UTC Exercise / conversionRestricted Stock Units · Derivative 9,953 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000003 · wk-form4_1773784926.xml · derivative · entry 11

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 9,953 shares

Expires not disclosed

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

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

F2 · derivative.exercise_date: The shares underlying the RSU fully vested on March 15, 2026.

F2 · derivative.expiration_date: The shares underlying the RSU fully vested on March 15, 2026.

Read SEC document
March 15, 2026 Filed Mar 17, 2026 22:02 UTC Exercise / conversionRestricted Stock Units · Derivative 1,188 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000003 · wk-form4_1773784926.xml · derivative · entry 10

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,188 shares

Expires not disclosed

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

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

F2 · derivative.exercise_date: The shares underlying the RSU fully vested on March 15, 2026.

F2 · derivative.expiration_date: The shares underlying the RSU fully vested on March 15, 2026.

Read SEC document
March 15, 2026 Filed Mar 17, 2026 22:02 UTC Tax withholdingClass A Common Stock 2,687 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000003 · wk-form4_1773784926.xml · nonDerivative · entry 9

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,288

Read SEC document
March 15, 2026 Filed Mar 17, 2026 22:02 UTC Exercise / conversionClass A Common Stock 5,280 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000003 · wk-form4_1773784926.xml · nonDerivative · entry 8

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,975

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, 2026 Filed Mar 17, 2026 22:02 UTC Tax withholdingClass A Common Stock 2,464 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000003 · wk-form4_1773784926.xml · nonDerivative · entry 7

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,695

Read SEC document
March 15, 2026 Filed Mar 17, 2026 22:02 UTC Exercise / conversionClass A Common Stock 4,842 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000003 · wk-form4_1773784926.xml · nonDerivative · entry 6

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,159

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, 2026 Filed Mar 17, 2026 22:02 UTC Tax withholdingClass A Common Stock 5,065 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000003 · wk-form4_1773784926.xml · nonDerivative · entry 5

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,317

Read SEC document
March 15, 2026 Filed Mar 17, 2026 22:02 UTC Exercise / conversionClass A Common Stock 9,953 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000003 · wk-form4_1773784926.xml · nonDerivative · entry 4

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,382

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, 2026 Filed Mar 17, 2026 22:02 UTC Tax withholdingClass A Common Stock 605 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000003 · wk-form4_1773784926.xml · nonDerivative · entry 3

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,429

Read SEC document
March 15, 2026 Filed Mar 17, 2026 22:02 UTC Exercise / conversionClass A Common Stock 1,188 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000003 · wk-form4_1773784926.xml · nonDerivative · entry 2

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,034

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, 2026 Filed Mar 17, 2026 22:02 UTC Tax withholdingClass A Common Stock 10,539 $0.00 $0.00
Disclosure

SEC source: 0002053652-26-000003 · wk-form4_1773784926.xml · nonDerivative · entry 1

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,846

Read SEC document
March 15, 2026 Filed Mar 17, 2026 22:01 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,080 $0.00 $0.00
Disclosure

SEC source: 0002010033-26-000002 · wk-form4_1773784865.xml · derivative · entry 16

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,640

Underlying: Class A Common Stock · 3,080 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, 2025, 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, 2025, 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, 2026 Filed Mar 17, 2026 22:01 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 1,453 $0.00 $0.00
Disclosure

SEC source: 0002010033-26-000002 · wk-form4_1773784865.xml · derivative · entry 15

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,810

Underlying: Class A Common Stock · 1,453 shares

Expires not disclosed

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

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
March 15, 2026 Filed Mar 17, 2026 22:01 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,591 $0.00 $0.00
Disclosure

SEC source: 0002010033-26-000002 · wk-form4_1773784865.xml · derivative · entry 14

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,773

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.

F3 · 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.

F3 · 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, 2026 Filed Mar 17, 2026 22:01 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,318 $0.00 $0.00
Disclosure

SEC source: 0002010033-26-000002 · wk-form4_1773784865.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 · 3,318 shares

Expires not disclosed

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

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

F2 · derivative.exercise_date: The shares underlying the RSU fully vested on March 15, 2026.

F2 · derivative.expiration_date: The shares underlying the RSU fully vested on March 15, 2026.

Read SEC document
March 15, 2026 Filed Mar 17, 2026 22:01 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 849 $0.00 $0.00
Disclosure

SEC source: 0002010033-26-000002 · wk-form4_1773784865.xml · derivative · entry 12

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 · 849 shares

Expires not disclosed

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

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

F2 · derivative.exercise_date: The shares underlying the RSU fully vested on March 15, 2026.

F2 · derivative.expiration_date: The shares underlying the RSU fully vested on March 15, 2026.

Read SEC document
March 15, 2026 Filed Mar 17, 2026 22:01 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 1,568 $0.00 $0.00
Disclosure

SEC source: 0002010033-26-000002 · wk-form4_1773784865.xml · nonDerivative · entry 11

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,668

Read SEC document
March 15, 2026 Filed Mar 17, 2026 22:01 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 3,080 $0.00 $0.00
Disclosure

SEC source: 0002010033-26-000002 · wk-form4_1773784865.xml · nonDerivative · entry 10

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,236

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, 2026 Filed Mar 17, 2026 22:01 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 775 $0.00 $0.00
Disclosure

SEC source: 0002010033-26-000002 · wk-form4_1773784865.xml · nonDerivative · entry 9

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,156

Read SEC document
March 15, 2026 Filed Mar 17, 2026 22:01 UTC
Addison Jonathan JamesChief Revenue Officer
Exercise / conversionClass A Common Stock 1,453 $0.00 $0.00
Disclosure

SEC source: 0002010033-26-000002 · wk-form4_1773784865.xml · nonDerivative · entry 8

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,931

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, 2026 Filed Mar 17, 2026 22:01 UTC
Addison Jonathan JamesChief Revenue Officer
Tax withholdingClass A Common Stock 1,940 $0.00 $0.00
Disclosure

SEC source: 0002010033-26-000002 · wk-form4_1773784865.xml · nonDerivative · entry 7

Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,478

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.