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 |
|---|---|---|---|---|---|---|
| September 18, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 38 | $83.01 | $3,154.27 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · nonDerivative · entry 10 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,541 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 |
| September 18, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 111 | $83.01 | $9,213.80 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · nonDerivative · entry 8 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,471 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 |
| September 18, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 60 | $83.01 | $4,980.43 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · nonDerivative · entry 6 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,266 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 |
| September 18, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 37 | $83.01 | $3,071.27 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · nonDerivative · entry 4 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,157 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 |
| September 18, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 63 | $83.01 | $5,229.45 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · nonDerivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,090 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 |
| September 15, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · derivative · entry 18 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,454 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. 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 |
| September 15, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · derivative · entry 17 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,082 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 |
| September 15, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · derivative · entry 16 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,844 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 |
| September 15, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · derivative · entry 15 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,011 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. 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 |
| September 15, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · derivative · entry 14 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 519 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 |
| September 15, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · derivative · entry 13 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 533 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. 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 |
| September 15, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · nonDerivative · entry 11 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,986 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, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · nonDerivative · entry 9 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,579 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, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · nonDerivative · entry 7 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,582 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, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · nonDerivative · entry 5 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,326 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, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · nonDerivative · entry 3 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,194 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, 2023 Filed Sep 19, 2023 22:06 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050048 · doc4.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,153 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 16, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 1,557 | $75.60 | $117,708.58 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 14 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,976 F2 · 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. F3 · 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 $74.75 to $76.97, 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 |
| June 16, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 38 | $75.60 | $2,872.78 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 12 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,088 F2 · 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. F3 · 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 $74.75 to $76.97, 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 |
| June 16, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 111 | $75.60 | $8,391.56 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 10 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,018 F2 · 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. F3 · 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 $74.75 to $76.97, 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 |
| June 16, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 59 | $75.60 | $4,460.38 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 8 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,813 F2 · 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. F3 · 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 $74.75 to $76.97, 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 |
| June 16, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 37 | $75.60 | $2,797.19 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 6 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,704 F2 · 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. F3 · 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 $74.75 to $76.97, 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 |
| June 16, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 63 | $75.60 | $4,762.77 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 4 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,637 F2 · 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. F3 · 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 $74.75 to $76.97, 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 |
| June 16, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 93 | $75.60 | $7,030.76 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,522 F2 · 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. F3 · 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 $74.75 to $76.97, 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 |
| June 15, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · derivative · entry 21 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,899 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. F4 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F11 · 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. F11 · 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, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · derivative · entry 20 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,190 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. F4 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F10 · 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. F10 · 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, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · derivative · entry 19 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,160 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. F4 · 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: 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. F9 · 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, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · derivative · entry 18 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,180 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. F4 · 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, 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. F8 · 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, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · derivative · entry 17 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 623 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. F4 · 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, 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. F7 · 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, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · derivative · entry 16 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 710 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. F4 · 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 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. F6 · 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 |
| June 15, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.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 · 263 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. F4 · 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: The shares underlying the RSU fully vested on June 15, 2023. F5 · derivative.expiration_date: The shares underlying the RSU fully vested on June 15, 2023. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 13 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,533 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, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 11 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,126 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, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 9 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,129 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, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 7 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,872 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, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 5 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,741 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, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 3 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,700 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, 2023 Filed Jun 20, 2023 21:08 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038489 · doc4.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,615 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 · balance_after: Based on an internal audit, the Issuer determined that due to an administrative error, the Reporting Person's Form 3 filed on March 13, 2023 and subsequent Forms 4 inadvertently overstated the Reporting Person's Class A common stock by 327 shares. This has been corrected this Form 4. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 21:10 UTC | Okta, Inc. OKTA · Entity 3154 | GrantRestricted Stock Units · Derivative | 53,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020804 · doc4.xml · derivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,344 Underlying: Class A Common Stock · 53,344 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, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F2 · derivative.expiration_date: 8.33% of the shares underlying the RSU shall vest 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 16, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 37 | $82.48 | $3,051.69 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · nonDerivative · entry 12 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,679 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 $81.11 to $83.24, 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 |
| March 16, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 119 | $82.48 | $9,814.91 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · nonDerivative · entry 10 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,608 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 $81.11 to $83.24, 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 |
| March 16, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 70 | $82.48 | $5,773.47 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · nonDerivative · entry 8 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,411 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 $81.11 to $83.24, 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 |
| March 16, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 43 | $82.48 | $3,546.56 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · nonDerivative · entry 6 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,312 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 $81.11 to $83.24, 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 |
| March 16, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 74 | $82.48 | $6,103.39 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · nonDerivative · entry 4 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,252 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 $81.11 to $83.24, 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 |
| March 16, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 109 | $82.48 | $8,990.12 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · nonDerivative · entry 2 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,149 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 $81.11 to $83.24, 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 |
| March 15, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · derivative · entry 18 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,298 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. F9 · 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. F9 · 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, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · derivative · entry 17 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,476 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. F8 · 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. F8 · 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, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · derivative · entry 16 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,348 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. 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 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. F7 · 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, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · derivative · entry 15 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727 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. 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 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. F6 · 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, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · derivative · entry 14 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 888 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. 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 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. F5 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.