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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
December 15, 2025 Filed Dec 17, 2025 22:11 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 836 $0.00 $0.00
Disclosure

SEC source: 0001940985-25-000005 · wk-form4_1766009515.xml · derivative · entry 12

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,524

Underlying: Class A Common Stock · 836 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
December 15, 2025 Filed Dec 17, 2025 22:11 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 484 $0.00 $0.00
Disclosure

SEC source: 0001940985-25-000005 · wk-form4_1766009515.xml · derivative · entry 11

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,421

Underlying: Class A Common Stock · 484 shares

Expires not disclosed

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

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
December 15, 2025 Filed Dec 17, 2025 22:11 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 556 $0.00 $0.00
Disclosure

SEC source: 0001940985-25-000005 · wk-form4_1766009515.xml · derivative · entry 10

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 556

Underlying: Class A Common Stock · 556 shares

Expires not disclosed

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

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

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

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

Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:11 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 2,196 $0.00 $0.00
Disclosure

SEC source: 0001940985-25-000005 · wk-form4_1766009515.xml · derivative · entry 9

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,588

Underlying: Class A Common Stock · 2,196 shares

Expires not disclosed

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

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

F2 · derivative.exercise_date: 25% of the shares underlying the RSU vested on September 15, 2023, and the remaining shares underlying the RSU shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

F2 · derivative.expiration_date: 25% of the shares underlying the RSU vested on September 15, 2023, and the remaining shares underlying the RSU shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:11 UTC
Ninan ShibuChief Accounting Officer
Tax withholdingClass A Common Stock 425 $0.00 $0.00
Disclosure

SEC source: 0001940985-25-000005 · wk-form4_1766009515.xml · nonDerivative · entry 8

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,401

Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:11 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionClass A Common Stock 836 $0.00 $0.00
Disclosure

SEC source: 0001940985-25-000005 · wk-form4_1766009515.xml · nonDerivative · entry 7

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,826

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
December 15, 2025 Filed Dec 17, 2025 22:11 UTC
Ninan ShibuChief Accounting Officer
Tax withholdingClass A Common Stock 246 $0.00 $0.00
Disclosure

SEC source: 0001940985-25-000005 · wk-form4_1766009515.xml · nonDerivative · entry 6

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,990

Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:11 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionClass A Common Stock 484 $0.00 $0.00
Disclosure

SEC source: 0001940985-25-000005 · wk-form4_1766009515.xml · nonDerivative · entry 5

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,236

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
December 15, 2025 Filed Dec 17, 2025 22:11 UTC
Ninan ShibuChief Accounting Officer
Tax withholdingClass A Common Stock 283 $0.00 $0.00
Disclosure

SEC source: 0001940985-25-000005 · wk-form4_1766009515.xml · nonDerivative · entry 4

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,752

Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:11 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionClass A Common Stock 556 $0.00 $0.00
Disclosure

SEC source: 0001940985-25-000005 · wk-form4_1766009515.xml · nonDerivative · entry 3

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,035

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
December 15, 2025 Filed Dec 17, 2025 22:11 UTC
Ninan ShibuChief Accounting Officer
Tax withholdingClass A Common Stock 1,116 $0.00 $0.00
Disclosure

SEC source: 0001940985-25-000005 · wk-form4_1766009515.xml · nonDerivative · entry 2

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,479

Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:11 UTC
Ninan ShibuChief Accounting Officer
Exercise / conversionClass A Common Stock 2,196 $0.00 $0.00
Disclosure

SEC source: 0001940985-25-000005 · wk-form4_1766009515.xml · nonDerivative · entry 1

Ninan Shibu · CIK 0001940985 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,595

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
December 15, 2025 Filed Dec 17, 2025 22:09 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 7,392 $0.00 $0.00
Disclosure

SEC source: 0001700626-25-000006 · wk-form4_1766009379.xml · derivative · entry 9

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,527

Underlying: Class A Common Stock · 7,392 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
December 15, 2025 Filed Dec 17, 2025 22:09 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 5,035 $0.00 $0.00
Disclosure

SEC source: 0001700626-25-000006 · wk-form4_1766009379.xml · derivative · entry 8

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,177

Underlying: Class A Common Stock · 5,035 shares

Expires not disclosed

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

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

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
December 15, 2025 Filed Dec 17, 2025 22:09 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 10,505 $0.00 $0.00
Disclosure

SEC source: 0001700626-25-000006 · wk-form4_1766009379.xml · derivative · entry 7

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,506

Underlying: Class A Common Stock · 10,505 shares

Expires not disclosed

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

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

F2 · 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.

F2 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:09 UTC
McKinnon ToddDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 3,754 $0.00 $0.00
Disclosure

SEC source: 0001700626-25-000006 · wk-form4_1766009379.xml · nonDerivative · entry 6

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,286

Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:09 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 7,392 $0.00 $0.00
Disclosure

SEC source: 0001700626-25-000006 · wk-form4_1766009379.xml · nonDerivative · entry 5

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,040

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
December 15, 2025 Filed Dec 17, 2025 22:09 UTC
McKinnon ToddDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 2,557 $0.00 $0.00
Disclosure

SEC source: 0001700626-25-000006 · wk-form4_1766009379.xml · nonDerivative · entry 4

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,648

Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:09 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 5,035 $0.00 $0.00
Disclosure

SEC source: 0001700626-25-000006 · wk-form4_1766009379.xml · nonDerivative · entry 3

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,205

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
December 15, 2025 Filed Dec 17, 2025 22:09 UTC
McKinnon ToddDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 5,335 $0.00 $0.00
Disclosure

SEC source: 0001700626-25-000006 · wk-form4_1766009379.xml · nonDerivative · entry 2

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,170

Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:09 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 10,505 $0.00 $0.00
Disclosure

SEC source: 0001700626-25-000006 · wk-form4_1766009379.xml · nonDerivative · entry 1

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,505

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
December 15, 2025 Filed Dec 17, 2025 22:08 UTC Exercise / conversionRestricted Stock Units · Derivative 842 $0.00 $0.00
Disclosure

SEC source: 0001700842-25-000008 · wk-form4_1766009310.xml · derivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 843

Underlying: Class A Common Stock · 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.

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

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

Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:08 UTC Tax withholdingClass A Common Stock 233 $0.00 $0.00
Disclosure

SEC source: 0001700842-25-000008 · wk-form4_1766009310.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,038

Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:08 UTC Exercise / conversionClass A Common Stock 842 $0.00 $0.00
Disclosure

SEC source: 0001700842-25-000008 · wk-form4_1766009310.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,271

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
December 10, 2025 Filed Dec 10, 2025 22:10 UTC GiftClass A Common Stock 83,000 $0.00 $0.00
Disclosure

SEC source: 0001700842-25-000007 · wk-form4_1765404642.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 500

F2 · kind: The transaction reported involved a gift by the Trust of 83,000 shares of Class A Common Stock to the American Endowment Foundation FBO Kerrest Johnson Family Charitable Fund, a donor advised fund.

Read SEC document
December 08, 2025 Filed Dec 10, 2025 22:10 UTC ConversionClass B Common Stock · Derivative 83,500 $0.00 $0.00
Disclosure

SEC source: 0001700842-25-000007 · wk-form4_1765404642.xml · derivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 843,487

Underlying: Class A Common Stock · 83,500 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
December 08, 2025 Filed Dec 10, 2025 22:10 UTC ConversionClass A Common Stock 83,500 $0.00 $0.00
Disclosure

SEC source: 0001700842-25-000007 · wk-form4_1765404642.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 83,500

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
December 05, 2025 Filed Dec 9, 2025 22:07 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 1,318 $85.71 $112,965.78
Disclosure

SEC source: 0001968125-25-000013 · wk-form4_1765318025.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 35,201

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
November 11, 2025 Filed Nov 13, 2025 22:23 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 1,318 $85.26 $112,372.68
Disclosure

SEC source: 0001968125-25-000012 · wk-form4_1763072616.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 36,519

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
October 08, 2025 Filed Oct 10, 2025 21:00 UTC
Schwartz LarissaSee Remarks
SaleClass A Common Stock 1,318 $91.65 $120,794.70
Disclosure

SEC source: 0001968125-25-000010 · wk-form4_1760130052.xml · nonDerivative · entry 1

Schwartz Larissa · CIK 0001968125 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,837

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
October 02, 2025 Filed Oct 6, 2025 21:04 UTC
Tighe BrettChief Financial Officer
SaleClass A Common Stock 10,000 $95.00 $950,000.00
Disclosure

SEC source: 0001865084-25-000004 · wk-form4_1759784692.xml · nonDerivative · entry 1

Tighe Brett · CIK 0001865084 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 133,336

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2025.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 21:08 UTC ConversionClass B Common Stock · Derivative 2,410 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000006 · wk-form4_1759525713.xml · derivative · entry 6

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,410 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
October 01, 2025 Filed Oct 3, 2025 21:08 UTC Exercise / conversionClass B Common Stock · Derivative 2,410 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000006 · wk-form4_1759525713.xml · derivative · entry 5

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,410

Underlying: Class A Common Stock · 2,410 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
October 01, 2025 Filed Oct 3, 2025 21:08 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 2,410 $0.00 Strike: $8.97 $0.00
Disclosure

SEC source: 0002053652-25-000006 · wk-form4_1759525713.xml · derivative · entry 4

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,818

Underlying: Class B Common Stock · 2,410 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.

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 21:08 UTC SaleClass A Common Stock 800 $92.29 $73,834.00
Disclosure

SEC source: 0002053652-25-000006 · wk-form4_1759525713.xml · nonDerivative · entry 3

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,174

F2 · 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 $92.06 to $92.68 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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October 01, 2025 Filed Oct 3, 2025 21:08 UTC SaleClass A Common Stock 1,610 $91.45 $147,233.70
Disclosure

SEC source: 0002053652-25-000006 · wk-form4_1759525713.xml · nonDerivative · entry 2

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,974

F2 · 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 $90.99 to $91.75 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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October 01, 2025 Filed Oct 3, 2025 21:08 UTC ConversionClass A Common Stock 2,410 $0.00 $0.00
Disclosure

SEC source: 0002053652-25-000006 · wk-form4_1759525713.xml · nonDerivative · entry 1

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,584

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

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

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September 25, 2025 Filed Sep 25, 2025 21:00 UTC GiftClass A Common Stock 73,000 $0.00 $0.00
Disclosure

SEC source: 0001700842-25-000006 · wk-form4_1758834039.xml · nonDerivative · entry 2

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

F2 · kind: The transaction reported involved a gift by the Trust of 73,000 shares of Class A Common Stock to the American Endowment Foundation FBO Kerrest Johnson Family Charitable Fund, a donor advised fund.

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September 23, 2025 Filed Sep 25, 2025 21:00 UTC ConversionClass B Common Stock · Derivative 73,000 $0.00 $0.00
Disclosure

SEC source: 0001700842-25-000006 · wk-form4_1758834039.xml · derivative · entry 4

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 926,987

Underlying: Class A Common Stock · 73,000 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.

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September 23, 2025 Filed Sep 25, 2025 21:00 UTC ConversionClass A Common Stock 73,000 $0.00 $0.00
Disclosure

SEC source: 0001700842-25-000006 · wk-form4_1758834039.xml · nonDerivative · entry 1

Kerrest Jacques Frederic · CIK 0001700842 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 73,000

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

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

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September 22, 2025 Filed Sep 24, 2025 20:59 UTC
McKinnon ToddDirector · Chief Executive Officer
GiftClass B Common Stock · Derivative 17,109 $0.00 $0.00
Disclosure

SEC source: 0001700626-25-000005 · wk-form4_1758747594.xml · derivative · entry 7

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 6,383,887

Underlying: Class A Common Stock · 17,109 shares

Expires not disclosed

F6 · 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.

F6 · 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.

F6 · 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.

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September 22, 2025 Filed Sep 24, 2025 20:59 UTC
McKinnon ToddDirector · Chief Executive Officer
GiftClass B Common Stock · Derivative 17,109 $0.00 $0.00
Disclosure

SEC source: 0001700626-25-000005 · wk-form4_1758747594.xml · derivative · entry 6

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 17,109 shares

Expires not disclosed

F6 · 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.

F6 · 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.

F6 · 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.

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September 22, 2025 Filed Sep 24, 2025 20:59 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionClass B Common Stock · Derivative 17,109 $0.00 $0.00
Disclosure

SEC source: 0001700626-25-000005 · wk-form4_1758747594.xml · derivative · entry 5

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,109

Underlying: Class A Common Stock · 17,109 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.

F6 · 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.

F6 · 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.

F6 · 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.

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September 22, 2025 Filed Sep 24, 2025 20:59 UTC
McKinnon ToddDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 17,109 $0.00 Strike: $8.97 $0.00
Disclosure

SEC source: 0001700626-25-000005 · wk-form4_1758747594.xml · derivative · entry 4

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 17,109 shares

Expires 2026-07-29

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

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

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September 22, 2025 Filed Sep 24, 2025 20:59 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 3,295 $93.72 $308,813.66
Disclosure

SEC source: 0001700626-25-000005 · wk-form4_1758747594.xml · nonDerivative · entry 3

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 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 $93.40 to $94.33 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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September 22, 2025 Filed Sep 24, 2025 20:59 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 9,720 $92.89 $902,876.22
Disclosure

SEC source: 0001700626-25-000005 · wk-form4_1758747594.xml · nonDerivative · entry 2

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,295

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 $92.40 to $93.395 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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September 22, 2025 Filed Sep 24, 2025 20:59 UTC
McKinnon ToddDirector · Chief Executive Officer
SaleClass A Common Stock 18,953 $91.81 $1,740,057.87
Disclosure

SEC source: 0001700626-25-000005 · wk-form4_1758747594.xml · nonDerivative · entry 1

McKinnon Todd · CIK 0001700626 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 13,015

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 $91.40 to $92.395 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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September 18, 2025 Filed Sep 22, 2025 21:06 UTC SaleClass A Common Stock 2,618 $93.59 $245,014.69
Disclosure

SEC source: 0002053652-25-000005 · wk-form4_1758575174.xml · nonDerivative · entry 3

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,174

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 $93.23 to $93.89 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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September 18, 2025 Filed Sep 22, 2025 21:06 UTC SaleClass A Common Stock 5,304 $92.30 $489,559.73
Disclosure

SEC source: 0002053652-25-000005 · wk-form4_1758575174.xml · nonDerivative · entry 2

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,792

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 $92.01 to $92.82 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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September 18, 2025 Filed Sep 22, 2025 21:06 UTC SaleClass A Common Stock 600 $91.20 $54,721.02
Disclosure

SEC source: 0002053652-25-000005 · wk-form4_1758575174.xml · nonDerivative · entry 1

Kelleher Eric Robert · CIK 0002053652 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,096

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 $90.91 to $91.68 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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.