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 |
|---|---|---|---|---|---|---|
| June 15, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 6 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,247 Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 5 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,333 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 | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 4 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,165 Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 3 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,218 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 | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,114 Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000096 · wk-form4_1718745677.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,205 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 29, 2024 Filed Apr 2, 2024 22:31 UTC | Okta, Inc. OKTA · Entity 3154 | GrantRestricted Stock Units · Derivative | 23,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000055 · wk-form4_1712097056.xml · derivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,240 Underlying: Class A Common Stock · 23,240 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: 8.33% of the shares underlying the RSU shall vest on June 15, 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. F2 · derivative.expiration_date: 8.33% of the shares underlying the RSU shall vest on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · derivative · entry 19 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,563 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 |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · derivative · entry 18 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 865 Underlying: Class A Common Stock · 109 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · derivative · entry 17 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,212 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 |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · derivative · entry 16 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 674 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. 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 |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · derivative · entry 15 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312 Underlying: Class A Common Stock · 103 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 |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · derivative · entry 14 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178 Underlying: Class A Common Stock · 177 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 September 15, 2020, 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 September 15, 2020, 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 |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 2,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 13 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,027 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 12 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,278 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 11 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,833 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 10 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,888 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 9 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,779 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 8 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,956 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 |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 7 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,640 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 6 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,735 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 5 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,566 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 4 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,624 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 3 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,521 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,621 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:57 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 4,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000042 · wk-form4_1710885417.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,444 Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 21:14 UTC | Okta, Inc. OKTA · Entity 3154 | GrantClass A Common Stock | 8,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000035 · wk-form4_1710364483.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,883 F1 · shares: On March 21, 2023, the Reporting Person was granted Performance Stock Units ("PSUs"), the vesting of which is subject to the achievement of certain performance criteria and to a service-based vesting criteria. On March 11, 2024, the Compensation Committee of the Board of Directors determined that 8,758 shares of the Issuer's Class A Common Stock were earned as result of the achievement of the performance criteria, with vesting to occur once the service-based vesting criteria are satisfied on March 15, 2024. F2 · balance_after: Includes 8,758 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 11:37 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 872 | $82.83 | $72,227.76 |
DisclosureSEC source: 0001660134-24-000002 · wk-form4_1705577846.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 July 14, 2023. Read SEC document |
| December 18, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 2,233 | $83.33 | $186,077.23 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 12 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,997 F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or 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 with regard to the block trade. Read SEC document |
| December 18, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 55 | $83.33 | $4,583.18 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 10 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,784 F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or 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 with regard to the block trade. Read SEC document |
| December 18, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 159 | $83.33 | $13,249.57 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 8 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,731 F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or 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 with regard to the block trade. Read SEC document |
| December 18, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 85 | $83.33 | $7,083.10 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 6 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,574 F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or 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 with regard to the block trade. Read SEC document |
| December 18, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 53 | $83.33 | $4,416.52 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 4 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,491 F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or 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 with regard to the block trade. Read SEC document |
| December 18, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 90 | $83.33 | $7,499.75 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,440 F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.55 to $84.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or 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 with regard to the block trade. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 4,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · derivative · entry 18 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,008 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. F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F9 · 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. F9 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · derivative · entry 17 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 974 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. F3 · 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: 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. F8 · 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 |
| December 15, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · derivative · entry 16 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,528 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. F3 · 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: 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. F7 · 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 |
| December 15, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · derivative · entry 15 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 843 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. F3 · 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, 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. F6 · 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 |
| December 15, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · derivative · entry 14 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 415 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. F3 · 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, 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. F5 · 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 |
| December 15, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · derivative · entry 13 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355 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. F3 · 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 September 15, 2020, 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 September 15, 2020, 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 |
| December 15, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 4,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 11 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,230 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, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 9 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,839 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, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 7 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,890 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, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 5 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,659 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, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 3 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,544 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, 2023 Filed Dec 19, 2023 22:11 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059212 · doc4.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,530 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, 2023 Filed Dec 7, 2023 22:13 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 1,125 | $71.82 | $80,797.50 |
DisclosureSEC source: 0001209191-23-057738 · doc4.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,352 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on July 14, 2023. Read SEC document |
| November 06, 2023 Filed Nov 8, 2023 22:07 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 2,334 | $70.00 | $163,380.00 |
DisclosureSEC source: 0001209191-23-054723 · doc4.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,477 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on July 14, 2023. Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 21:34 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 3,578 | $85.03 | $304,237.34 |
DisclosureSEC source: 0001209191-23-052986 · doc4.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,811 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on July 14, 2023. Read SEC document |
| September 18, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 1,597 | $83.01 | $132,562.50 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · nonDerivative · entry 12 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,389 F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $82.25 to $83.75, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or 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 with regard to the block trade. 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.