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, 2024 Filed Dec 17, 2024 22:31 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 982 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000175 · wk-form4_1734474675.xml · nonDerivative · entry 12 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,613 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:31 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 1,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000175 · wk-form4_1734474675.xml · nonDerivative · entry 11 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,595 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, 2024 Filed Dec 17, 2024 22:31 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 2,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000175 · wk-form4_1734474675.xml · nonDerivative · entry 10 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,658 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:31 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000175 · wk-form4_1734474675.xml · nonDerivative · entry 9 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,911 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, 2024 Filed Dec 17, 2024 22:31 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000175 · wk-form4_1734474675.xml · nonDerivative · entry 8 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,466 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:31 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000175 · wk-form4_1734474675.xml · nonDerivative · entry 7 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,521 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, 2024 Filed Dec 17, 2024 22:31 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000175 · wk-form4_1734474675.xml · nonDerivative · entry 6 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,413 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:31 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000175 · wk-form4_1734474675.xml · nonDerivative · entry 5 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,574 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, 2024 Filed Dec 17, 2024 22:31 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000175 · wk-form4_1734474675.xml · nonDerivative · entry 4 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,258 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:31 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000175 · wk-form4_1734474675.xml · nonDerivative · entry 3 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,344 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, 2024 Filed Dec 17, 2024 22:31 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000175 · wk-form4_1734474675.xml · nonDerivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,176 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:31 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000175 · wk-form4_1734474675.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,229 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 |
| November 04, 2024 Filed Nov 6, 2024 22:05 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 2,791 | $71.50 | $199,556.50 |
DisclosureSEC source: 0001660134-24-000150 · wk-form4_1730930733.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,125 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 11, 2024. Read SEC document |
| October 14, 2024 Filed Oct 16, 2024 21:19 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 2,797 | $77.63 | $217,131.11 |
DisclosureSEC source: 0001660134-24-000147 · wk-form4_1729113547.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,916 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 11, 2024. Read SEC document |
| September 16, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 2,790 | $74.01 | $206,487.90 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 13 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,713 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 11, 2024. Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 1,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · derivative · entry 19 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,367 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. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F8 · 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. F8 · 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, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 4,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · derivative · entry 18 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,672 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. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F7 · 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. F7 · 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, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · derivative · entry 17 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 649 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. F2 · 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: 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. F6 · 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, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · derivative · entry 16 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,580 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. F2 · 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: 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. F5 · 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, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · derivative · entry 15 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 337 Underlying: Class A Common Stock · 169 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. F2 · 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: 6.25% of the shares underlying the RSU vested on June 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F4 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · derivative · entry 14 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 104 Underlying: Class A Common Stock · 104 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. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: 6.25% of the shares underlying the RSU vested on March 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F3 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on March 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 982 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 12 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,503 Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 1,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 11 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,485 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, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 2,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 10 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,548 Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 4,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 9 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,802 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, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 8 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,356 Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 7 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,411 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, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 6 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,303 Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 5 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,464 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 |
| September 15, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 4 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,148 Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 3 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,234 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, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,065 Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:29 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000140 · wk-form4_1726608540.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,118 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 |
| August 13, 2024 Filed Aug 15, 2024 21:04 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 2,795 | $92.02 | $257,195.90 |
DisclosureSEC source: 0001660134-24-000121 · wk-form4_1723755846.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,014 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 11, 2024. Read SEC document |
| July 16, 2024 Filed Jul 18, 2024 21:15 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 2,792 | $99.40 | $277,524.80 |
DisclosureSEC source: 0001660134-24-000119 · wk-form4_1721337316.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,809 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 11, 2024. Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 1,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · derivative · entry 21 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,304 Underlying: Class A Common Stock · 1,936 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. F8 · 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. F8 · 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, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · derivative · entry 20 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,118 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. F7 · 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. F7 · 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, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · derivative · entry 19 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 757 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. F6 · 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. F6 · 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, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · derivative · entry 18 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,896 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. F5 · 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. F5 · 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, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · derivative · entry 17 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 506 Underlying: Class A Common Stock · 168 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: 6.25% of the shares underlying the RSU vested on June 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F4 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · derivative · entry 16 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208 Underlying: Class A Common Stock · 104 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 March 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F3 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on March 15, 2021, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · derivative · entry 15 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 178 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The shares underlying the RSU fully vested on June 15, 2024. F2 · derivative.expiration_date: The shares underlying the RSU fully vested on June 15, 2024. Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 982 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 14 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,601 Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 1,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 13 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,583 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, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 2,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 12 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,647 Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 11 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,900 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, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 10 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,455 Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 9 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,510 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, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 8 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,402 Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 7 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,563 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.