Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Okta, Inc.OKTA · Entity 3154 | See Remarks | June 22, 2026 | June 24, 2026 |
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.
Okta, Inc.
Report date June 22, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 25,241 |
Reported balance
After 2026-06-22 transaction · row 1
1 source rowRow 1 · 2026-06-22 · Sale · Disposed 2,463 · Balance 25,241 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 03, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,810 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 5,810 F2: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F3: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 21,560 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 21,560 F2: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F4: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 39,517 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 39,517 F2: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F5: 8.33% of the shares underlying the RSU vested 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. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 03, 2025.
F2: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.
F3: 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: 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: 8.33% of the shares underlying the RSU vested 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.
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 |
|---|---|---|---|---|---|---|
| December 15, 2025 Filed Dec 17, 2025 22:13 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 3,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000014 · wk-form4_1766009585.xml · nonDerivative · entry 9 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,628 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 22:13 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 984 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000014 · wk-form4_1766009585.xml · nonDerivative · entry 8 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,548 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:13 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 1,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000014 · wk-form4_1766009585.xml · nonDerivative · entry 7 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,532 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 22:13 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 2,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000014 · wk-form4_1766009585.xml · nonDerivative · entry 6 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,596 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:13 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000014 · wk-form4_1766009585.xml · nonDerivative · entry 5 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,854 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 22:13 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000014 · wk-form4_1766009585.xml · nonDerivative · entry 4 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,409 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:13 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000014 · wk-form4_1766009585.xml · nonDerivative · entry 3 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,464 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 22:13 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000014 · wk-form4_1766009585.xml · nonDerivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,356 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:13 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000014 · wk-form4_1766009585.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,517 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 05, 2025 Filed Dec 9, 2025 22:07 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 1,318 | $85.71 | $112,965.78 |
DisclosureSEC 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 | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 1,318 | $85.26 | $112,372.68 |
DisclosureSEC 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 | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 1,318 | $91.65 | $120,794.70 |
DisclosureSEC 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 |
| September 17, 2025 Filed Sep 19, 2025 20:53 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 1,948 | $90.41 | $176,119.07 |
DisclosureSEC source: 0001968125-25-000009 · wk-form4_1758315224.xml · nonDerivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,155 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 30, 2024. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.09 to $91.02 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the 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 |
| September 17, 2025 Filed Sep 19, 2025 20:53 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 1,400 | $89.83 | $125,755.98 |
DisclosureSEC source: 0001968125-25-000009 · wk-form4_1758315224.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,103 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 30, 2024. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.08 to $90.07 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 |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 3,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · derivative · entry 15 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,800 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. F6 · 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. F6 · 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 |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 1,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · derivative · entry 14 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,620 Underlying: Class A Common Stock · 1,937 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, 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. F5 · 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 |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · derivative · entry 13 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,891 Underlying: Class A Common Stock · 4,445 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, 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. F4 · 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 |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · derivative · entry 12 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217 Underlying: Class A Common Stock · 108 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F3 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · derivative · entry 11 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316 Underlying: Class A Common Stock · 316 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: 6.25% of the shares underlying the RSU vested on March 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F2 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on March 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 1,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · nonDerivative · entry 10 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,503 Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 3,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · nonDerivative · entry 9 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,068 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 |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 984 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · nonDerivative · entry 8 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,988 Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 1,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · nonDerivative · entry 7 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,972 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 |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 2,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · nonDerivative · entry 6 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,035 Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · nonDerivative · entry 5 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,293 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 |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · nonDerivative · entry 4 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,848 Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · nonDerivative · entry 3 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,903 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 |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · nonDerivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,795 Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001968125-25-000007 · wk-form4_1758143706.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,956 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 21:51 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass B Common Stock · Derivative | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000132 · wk-form4_1753912284.xml · derivative · entry 6 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 14,000 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. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 21:51 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass B Common Stock · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000132 · wk-form4_1753912284.xml · derivative · entry 5 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,000 Underlying: Class A Common Stock · 5,000 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 · 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 |
| July 28, 2025 Filed Jul 30, 2025 21:51 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $11.36 | $0.00 |
DisclosureSEC source: 0001660134-25-000132 · wk-form4_1753912284.xml · derivative · entry 4 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 5,000 shares Expires 2027-03-05 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. F2 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 21:51 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass B Common Stock · Derivative | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000132 · wk-form4_1753912284.xml · derivative · entry 3 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,000 Underlying: Class A Common Stock · 9,000 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 · 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 |
| July 28, 2025 Filed Jul 30, 2025 21:51 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $8.73 | $0.00 |
DisclosureSEC source: 0001660134-25-000132 · wk-form4_1753912284.xml · derivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 9,000 shares Expires 2026-06-01 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. F2 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable by the Reporting Person. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 21:51 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass A Common Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000132 · wk-form4_1753912284.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,640 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 20, 2025 Filed Jun 20, 2025 21:53 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 2,244 | $100.00 | $224,400.00 |
DisclosureSEC source: 0001660134-25-000105 · wk-form4_1750456390.xml · nonDerivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,640 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 30, 2024. Read SEC document |
| June 17, 2025 Filed Jun 20, 2025 21:53 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 1,105 | $98.50 | $108,842.50 |
DisclosureSEC source: 0001660134-25-000105 · wk-form4_1750456390.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,884 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 30, 2024. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:33 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 3,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000102 · wk-form4_1750195990.xml · derivative · entry 15 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,880 Underlying: Class A Common Stock · 3,079 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F6 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on 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. F6 · 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 |
| June 15, 2025 Filed Jun 17, 2025 21:33 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 1,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000102 · wk-form4_1750195990.xml · derivative · entry 14 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,557 Underlying: Class A Common Stock · 1,937 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, 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. F5 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:33 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 4,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000102 · wk-form4_1750195990.xml · derivative · entry 13 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,336 Underlying: Class A Common Stock · 4,446 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, 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. F4 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:33 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000102 · wk-form4_1750195990.xml · derivative · entry 12 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 325 Underlying: Class A Common Stock · 108 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F3 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:33 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000102 · wk-form4_1750195990.xml · derivative · entry 11 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 632 Underlying: Class A Common Stock · 316 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: 6.25% of the shares underlying the RSU vested on March 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F2 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on March 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:33 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 1,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000102 · wk-form4_1750195990.xml · nonDerivative · entry 10 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,989 Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:33 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 3,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000102 · wk-form4_1750195990.xml · nonDerivative · entry 9 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,553 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:33 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 984 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000102 · wk-form4_1750195990.xml · nonDerivative · entry 8 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,474 Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:33 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 1,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000102 · wk-form4_1750195990.xml · nonDerivative · entry 7 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,458 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:33 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 2,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000102 · wk-form4_1750195990.xml · nonDerivative · entry 6 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,521 Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:33 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 4,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000102 · wk-form4_1750195990.xml · nonDerivative · entry 5 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,779 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:33 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000102 · wk-form4_1750195990.xml · nonDerivative · entry 4 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,333 Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:33 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000102 · wk-form4_1750195990.xml · nonDerivative · entry 3 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,388 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.