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 |
|---|---|---|---|---|---|---|
| March 15, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · derivative · entry 13 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263 Underlying: Class A Common Stock · 262 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: 25% of the shares underlying the RSU vested on June 15, 2020, and the remaining shares underlying the RSU shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F4 · derivative.expiration_date: 25% of the shares underlying the RSU vested on June 15, 2020, and the remaining shares underlying the RSU shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · nonDerivative · entry 11 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,716 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, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · nonDerivative · entry 9 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,727 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, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · nonDerivative · entry 7 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,481 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, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · nonDerivative · entry 5 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,355 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, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · nonDerivative · entry 3 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,326 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 |
| March 15, 2023 Filed Mar 17, 2023 21:56 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019820 · doc4.xml · nonDerivative · entry 1 Schwartz Larissa · CIK 0001968125 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,258 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.