Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Navan, Inc.NAVN · Entity 3707 | Director | June 25, 2026 | June 29, 2026 |
| Okta, Inc.OKTA · Entity 3154 | Chief Financial Officer | April 15, 2021 | April 19, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Navan, Inc.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 253,253 |
Reported balance
After 2026-06-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 9,959 · Balance 253,253 F1: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive one share of Issuer's Class A Common Stock. The RSUs are subject to a time-based service condition. The time-based service condition will be satisfied in full on the earlier of (i) the first anniversary of the date of the grant or (ii) the date of Issuer's next annual meeting of stockholders following the date of the grant, subject to Reporting Person's continued service through such vesting date. F2: Includes 146,813 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive one share of Issuer's Class A Common Stock. The RSUs are subject to a time-based service condition. The time-based service condition will be satisfied in full on the earlier of (i) the first anniversary of the date of the grant or (ii) the date of Issuer's next annual meeting of stockholders following the date of the grant, subject to Reporting Person's continued service through such vesting date.
F2: Includes 146,813 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting.
Okta, Inc.
Report date April 15, 2021 · Filed April 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 31,070 |
Reported balance
After 2021-04-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-04-15 · Grant · Acquired 31,070 · Balance 31,070 F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F2: 25% of the shares underlying the RSU shall vest on March 15, 2022, and the remaining shares underlying the RSU shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,064 |
Reported balance
Holding disclosure · report date 2021-04-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,064 F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F5: The RSUs vest in full on the earlier of June 16, 2021 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $274.25 · Expires 2031-04-14 | Direct | 69,595 |
Reported balance
After 2021-04-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-04-15 · Grant · Acquired 69,595 · Balance 69,595 F3: 25% of the shares subject to the option shall vest on March 8, 2022 and the remaining shares subject to the option shall vest in 36 equal monthly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.62 · Expires 2025-12-16 | Direct | 60,000 |
Reported balance
Holding disclosure · report date 2021-04-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 60,000 F4: The shares subject to the option are fully vested and exercisable by the Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 16,790 |
Reported balance
Holding disclosure · report date 2021-04-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 16,790 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.
F2: 25% of the shares underlying the RSU shall vest on March 15, 2022, and the remaining shares underlying the RSU shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.
F3: 25% of the shares subject to the option shall vest on March 8, 2022 and the remaining shares subject to the option shall vest in 36 equal monthly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.
F4: The shares subject to the option are fully vested and exercisable by the Reporting Person.
F5: The RSUs vest in full on the earlier of June 16, 2021 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 22, 2019 Filed Mar 26, 2019 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 7,930 | $84.46 | $669,767.80 |
DisclosureSEC source: 0001209191-19-021351 · doc4.xml · nonDerivative · entry 3 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.05 to $84.62 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 22, 2019 Filed Mar 26, 2019 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 9,570 | $83.46 | $798,712.20 |
DisclosureSEC source: 0001209191-19-021351 · doc4.xml · nonDerivative · entry 2 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,930 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.04 to $84.02 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 22, 2019 Filed Mar 26, 2019 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass A Common Stock | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-021351 · doc4.xml · nonDerivative · entry 1 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 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 17, 2018 Filed Dec 19, 2018 22:03 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass B Common Stock · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063520 · doc4.xml · derivative · entry 9 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 17,500 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 17, 2018 Filed Dec 19, 2018 22:03 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass B Common Stock · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063520 · doc4.xml · derivative · entry 8 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Class A Common Stock · 17,500 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 · 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 17, 2018 Filed Dec 19, 2018 22:03 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 17,500 | $0.00 Strike: $8.62 | $0.00 |
DisclosureSEC source: 0001209191-18-063520 · doc4.xml · derivative · entry 7 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,000 Underlying: Class B Common Stock · 17,500 shares Expires 2025-12-16 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. F8 · derivative.exercise_date: The shares subject to the option shall vest in 48 equal monthly installments commencing 11/12/2015, subject to the Reporting Person's continuous service to the Issuer through each vesting date. The option is early exercisable by the Reporting Person. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 22:03 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 700 | $64.94 | $45,458.00 |
DisclosureSEC source: 0001209191-18-063520 · doc4.xml · nonDerivative · entry 6 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.38 to $65.33 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the 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 |
| December 17, 2018 Filed Dec 19, 2018 22:03 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 5,722 | $63.74 | $364,720.28 |
DisclosureSEC source: 0001209191-18-063520 · doc4.xml · nonDerivative · entry 5 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.35 to $64.32 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 |
| December 17, 2018 Filed Dec 19, 2018 22:03 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 2,400 | $62.95 | $151,080.00 |
DisclosureSEC source: 0001209191-18-063520 · doc4.xml · nonDerivative · entry 4 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,422 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.33 to $63.28 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 |
| December 17, 2018 Filed Dec 19, 2018 22:03 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 2,003 | $61.60 | $123,384.80 |
DisclosureSEC source: 0001209191-18-063520 · doc4.xml · nonDerivative · entry 3 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,822 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.26 to $62.19 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 |
| December 17, 2018 Filed Dec 19, 2018 22:03 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 6,675 | $60.60 | $404,505.00 |
DisclosureSEC source: 0001209191-18-063520 · doc4.xml · nonDerivative · entry 2 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,825 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.195 to $61.16 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 |
| December 17, 2018 Filed Dec 19, 2018 22:03 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass A Common Stock | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063520 · doc4.xml · nonDerivative · entry 1 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 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 |
| September 17, 2018 Filed Sep 19, 2018 20:58 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass B Common Stock · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051660 · doc4.xml · derivative · entry 7 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 17,500 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 |
| September 17, 2018 Filed Sep 19, 2018 20:58 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass B Common Stock · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051660 · doc4.xml · derivative · entry 6 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Class A Common Stock · 17,500 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 · 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 |
| September 17, 2018 Filed Sep 19, 2018 20:58 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 17,500 | $0.00 Strike: $8.62 | $0.00 |
DisclosureSEC source: 0001209191-18-051660 · doc4.xml · derivative · entry 5 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,500 Underlying: Class B Common Stock · 17,500 shares Expires 2025-12-16 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_date: The shares subject to the option shall vest in 48 equal monthly installments commencing 11/12/2015, subject to the Reporting Person's continuous service to the Issuer through each vesting date. The option is early exercisable by the Reporting Person. Read SEC document |
| September 17, 2018 Filed Sep 19, 2018 20:58 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 1,200 | $71.66 | $85,994.04 |
DisclosureSEC source: 0001209191-18-051660 · doc4.xml · nonDerivative · entry 4 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.07 to $72.00 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the 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 |
| September 17, 2018 Filed Sep 19, 2018 20:58 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 5,980 | $70.29 | $420,324.03 |
DisclosureSEC source: 0001209191-18-051660 · doc4.xml · nonDerivative · entry 3 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.005 to $70.98 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 |
| September 17, 2018 Filed Sep 19, 2018 20:58 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 10,320 | $69.58 | $718,113.07 |
DisclosureSEC source: 0001209191-18-051660 · doc4.xml · nonDerivative · entry 2 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,180 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.05 to $69.99 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 |
| September 17, 2018 Filed Sep 19, 2018 20:58 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass A Common Stock | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051660 · doc4.xml · nonDerivative · entry 1 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 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 |
| June 28, 2018 Filed Jun 29, 2018 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | GrantRestricted Stock Units · Derivative | 3,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040064 · doc4.xml · derivative · entry 1 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,970 Underlying: Class A Common Stock · 3,970 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: The RSUs vest in full on the earlier of June 28, 2019 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. F2 · derivative.expiration_date: The RSUs vest in full on the earlier of June 28, 2019 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 21:00 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass B Common Stock · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038611 · doc4.xml · derivative · entry 7 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 17,500 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 |
| June 15, 2018 Filed Jun 19, 2018 21:00 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass B Common Stock · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038611 · doc4.xml · derivative · entry 6 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Class A Common Stock · 17,500 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 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 21:00 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 17,500 | $0.00 Strike: $8.62 | $0.00 |
DisclosureSEC source: 0001209191-18-038611 · doc4.xml · derivative · entry 5 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,000 Underlying: Class B Common Stock · 17,500 shares Expires 2025-12-16 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_date: The shares subject to the option shall vest in 48 equal monthly installments commencing 11/12/2015, subject to the Reporting Person's continuous service to the Issuer through each vesting date. The option is early exercisable by the Reporting Person. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 21:00 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 12,199 | $54.44 | $664,064.76 |
DisclosureSEC source: 0001209191-18-038611 · doc4.xml · nonDerivative · entry 4 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.035 to $54.48 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 |
| June 15, 2018 Filed Jun 19, 2018 21:00 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 2,101 | $53.42 | $112,226.81 |
DisclosureSEC source: 0001209191-18-038611 · doc4.xml · nonDerivative · entry 3 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,199 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.04 to 53.995 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 |
| June 15, 2018 Filed Jun 19, 2018 21:00 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 3,200 | $52.43 | $167,772.48 |
DisclosureSEC source: 0001209191-18-038611 · doc4.xml · nonDerivative · entry 2 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,300 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.025 to $53.015 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 |
| June 15, 2018 Filed Jun 19, 2018 21:00 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass A Common Stock | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038611 · doc4.xml · nonDerivative · entry 1 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 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 |
| April 06, 2018 Filed Apr 10, 2018 21:16 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 11,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-024529 · doc4.xml · derivative · entry 2 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,765 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The RSUs vest in full on the earlier of April 6, 2018 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. F2 · derivative.expiration_date: The RSUs vest in full on the earlier of April 6, 2018 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| April 06, 2018 Filed Apr 10, 2018 21:16 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 11,765 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-024529 · doc4.xml · nonDerivative · entry 1 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,765 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 · price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| March 23, 2018 Filed Mar 27, 2018 20:58 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass B Common Stock · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021758 · doc4.xml · derivative · entry 5 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 17,500 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 |
| March 23, 2018 Filed Mar 27, 2018 20:58 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass B Common Stock · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021758 · doc4.xml · derivative · entry 4 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Class A Common Stock · 17,500 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 · 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 |
| March 23, 2018 Filed Mar 27, 2018 20:58 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 17,500 | $0.00 Strike: $8.62 | $0.00 |
DisclosureSEC source: 0001209191-18-021758 · doc4.xml · derivative · entry 3 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,500 Underlying: Class B Common Stock · 17,500 shares Expires 2025-12-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The shares subject to the option shall vest in 48 equal monthly installments commencing 11/12/2015, subject to the Reporting Person's continuous service to the Issuer through each vesting date. The option is early exercisable by the Reporting Person. Read SEC document |
| March 23, 2018 Filed Mar 27, 2018 20:58 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 17,500 | $38.79 | $678,825.00 |
DisclosureSEC source: 0001209191-18-021758 · doc4.xml · nonDerivative · entry 2 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.38 to $39.33 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the 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 23, 2018 Filed Mar 27, 2018 20:58 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass A Common Stock | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021758 · doc4.xml · nonDerivative · entry 1 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 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 |
| April 12, 2017 Filed Apr 13, 2017 01:18 UTC | Okta, Inc. OKTA · Entity 3154 | OtherEmployee Stock Option (Right to Buy) · Derivative | 300,000 | $0.00 Strike: $8.62 | $0.00 |
DisclosureSEC source: 0000899243-17-010123 · doc4.xml · derivative · entry 2 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Class B Common Stock · 300,000 shares Expires 2025-12-16 F1 · kind: Immediately prior to the closing of the Issuer's initial public offering and following the conversion of each series of the Issuer's convertible preferred stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · derivative.exercise_date: The shares subject to the option vest in 48 equal monthly installments commencing on October 12, 2015, subject to the Reporting Person's continued service with the Issuer through each vesting date. The option is early exercisable by the Reporting Person. F3 · derivative.underlying: 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 12, 2017 Filed Apr 13, 2017 01:18 UTC | Okta, Inc. OKTA · Entity 3154 | OtherEmployee Stock Option (Right to Buy) · Derivative | 300,000 | $0.00 Strike: $8.62 | $0.00 |
DisclosureSEC source: 0000899243-17-010123 · doc4.xml · derivative · entry 1 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 300,000 shares Expires 2025-12-16 F1 · kind: Immediately prior to the closing of the Issuer's initial public offering and following the conversion of each series of the Issuer's convertible preferred stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · derivative.exercise_date: The shares subject to the option vest in 48 equal monthly installments commencing on October 12, 2015, subject to the Reporting Person's continued service with the Issuer through each vesting date. The option is early exercisable by the Reporting Person. Read SEC document |
| April 06, 2017 Filed Apr 10, 2017 22:59 UTC | Okta, Inc. OKTA · Entity 3154 | GrantRestricted Stock Units · Derivative | 11,765 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-009913 · doc4.xml · derivative · entry 1 KOUREY MICHAEL R · CIK 0001079576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,765 Underlying: Class A Common Stock · 11,765 shares Expires not disclosed F1 · security: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. The RSUs vest in full on the earlier of April 6, 2018 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. The RSUs vest in full on the earlier of April 6, 2018 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. The RSUs vest in full on the earlier of April 6, 2018 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. 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.