Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Okta, Inc.OKTA · Entity 3154 | Chief Revenue Officer | September 15, 2026 | September 17, 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 September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 16,624 |
Ending reported balance
After 2026-09-15 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-09-15 · Exercise / conversion · Acquired 3,591 · Balance 14,079 Row 2 · 2026-09-15 · Tax withholding · Disposed 1,920 · Balance 12,159 Row 3 · 2026-09-15 · Exercise / conversion · Acquired 1,453 · Balance 13,612 Row 4 · 2026-09-15 · Tax withholding · Disposed 768 · Balance 12,844 Row 5 · 2026-09-15 · Exercise / conversion · Acquired 3,080 · Balance 15,924 Row 6 · 2026-09-15 · Tax withholding · Disposed 1,568 · Balance 14,356 Row 7 · 2026-09-15 · Exercise / conversion · Acquired 4,619 · Balance 18,975 Row 8 · 2026-09-15 · Tax withholding · Disposed 2,351 · Balance 16,624 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,591 |
Reported balance
After 2026-09-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-15 · Exercise / conversion · Disposed 3,591 · Balance 3,591 F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F2: 8.33% of the shares underlying the RSU vested on March 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 | 2,905 |
Reported balance
After 2026-09-15 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-09-15 · Exercise / conversion · Disposed 1,453 · Balance 2,905 F1: 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 | 18,480 |
Reported balance
After 2026-09-15 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-09-15 · Exercise / conversion · Disposed 3,080 · Balance 18,480 F1: 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 | 46,189 |
Reported balance
After 2026-09-15 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-09-15 · Exercise / conversion · Disposed 4,619 · Balance 46,189 F1: 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: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.
F2: 8.33% of the shares underlying the RSU vested on March 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.
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, 2025 Filed Jun 17, 2025 21:23 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 1,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000096 · wk-form4_1750195403.xml · nonDerivative · entry 9 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,374 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:23 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 1,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000096 · wk-form4_1750195403.xml · nonDerivative · entry 8 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,922 Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:23 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 3,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000096 · wk-form4_1750195403.xml · nonDerivative · entry 7 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,915 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:23 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 1,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000096 · wk-form4_1750195403.xml · nonDerivative · entry 6 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,324 Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:23 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 3,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000096 · wk-form4_1750195403.xml · nonDerivative · entry 5 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,201 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:23 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 486 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000096 · wk-form4_1750195403.xml · nonDerivative · entry 4 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,884 Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:23 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000096 · wk-form4_1750195403.xml · nonDerivative · entry 3 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,370 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:23 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000096 · wk-form4_1750195403.xml · nonDerivative · entry 2 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,522 Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 21:23 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000096 · wk-form4_1750195403.xml · nonDerivative · entry 1 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,136 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 |
| April 11, 2025 Filed Apr 15, 2025 21:19 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 7,005 | $101.19 | $708,835.95 |
DisclosureSEC source: 0001660134-25-000071 · wk-form4_1744751962.xml · nonDerivative · entry 1 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,067 Read SEC document |
| March 30, 2025 Filed Apr 1, 2025 22:19 UTC | Okta, Inc. OKTA · Entity 3154 | GrantRestricted Stock Units · Derivative | 36,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000065 · wk-form4_1743545949.xml · derivative · entry 2 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,959 Underlying: Class A Common Stock · 36,959 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, 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. F2 · derivative.expiration_date: 8.33% of the shares underlying the RSU shall vest on June 15, 2025, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 1,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · derivative · entry 16 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,620 Underlying: Class A Common Stock · 1,453 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F6 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 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. F6 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 3,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · derivative · entry 15 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,137 Underlying: Class A Common Stock · 3,591 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F5 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on March 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F5 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on March 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, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 3,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · derivative · entry 14 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,270 Underlying: Class A Common Stock · 3,318 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F4 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · derivative · entry 13 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,393 Underlying: Class A Common Stock · 848 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F3 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · derivative · entry 12 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,207 Underlying: Class A Common Stock · 1,069 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: 25% of the shares underlying the RSU vested on December 15, 2022, 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. F2 · derivative.expiration_date: 25% of the shares underlying the RSU vested on December 15, 2022, 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, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 810 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 11 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,072 Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 1,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 10 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,882 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, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 2,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 9 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,429 Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 3,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 8 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,456 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, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 1,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 7 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,865 Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 3,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 6 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,766 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, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 5 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,448 Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 4 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,938 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, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 619 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 3 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,090 Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 2 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,709 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, 2025 Filed Mar 18, 2025 21:54 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 3,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000055 · wk-form4_1742334886.xml · nonDerivative · entry 1 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,640 Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 22:02 UTC | Okta, Inc. OKTA · Entity 3154 | GrantClass A Common Stock | 5,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-25-000027 · wk-form4_1739484122.xml · nonDerivative · entry 1 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,877 F1 · shares: On March 29, 2024, 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 February 11, 2025, the Compensation Committee of the Board of Directors determined that 5,810 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, 2025. F2 · balance_after: Includes 5,810 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 1,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · derivative · entry 15 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,073 Underlying: Class A Common Stock · 1,452 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F6 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 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. F6 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 3,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · derivative · entry 14 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,728 Underlying: Class A Common Stock · 3,591 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F5 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on March 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F5 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on March 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 |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 3,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · derivative · entry 13 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,588 Underlying: Class A Common Stock · 3,317 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F4 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 849 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · derivative · entry 12 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,241 Underlying: Class A Common Stock · 849 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. F3 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · derivative · entry 11 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,276 Underlying: Class A Common Stock · 1,069 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: 25% of the shares underlying the Restricted Stock Units ("RSU") vested on December 15, 2022, 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. F2 · derivative.expiration_date: 25% of the shares underlying the Restricted Stock Units ("RSU") vested on December 15, 2022, 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 |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 795 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 10 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,067 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 1,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 9 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,862 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 2,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 8 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,410 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 3,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 7 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,417 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 1,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 6 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,826 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 3,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 5 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,719 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 4 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,402 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 849 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 3 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,892 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Tax withholdingClass A Common Stock | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 2 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,043 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 22:26 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000171 · wk-form4_1734474396.xml · nonDerivative · entry 1 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,670 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 |
| October 14, 2024 Filed Oct 16, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 600 | $78.19 | $46,912.02 |
DisclosureSEC source: 0001660134-24-000148 · wk-form4_1729113694.xml · nonDerivative · entry 2 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,601 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 15, 2024. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.18 to $78.20 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 14, 2024 Filed Oct 16, 2024 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 9,250 | $77.59 | $717,736.18 |
DisclosureSEC source: 0001660134-24-000148 · wk-form4_1729113694.xml · nonDerivative · entry 1 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,201 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 15, 2024. F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.151 to $78.06 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the U.S. Securities and Exchange Commission (the "SEC") , upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:43 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 1,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · derivative · entry 15 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,525 Underlying: Class A Common Stock · 1,453 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F7 · derivative.exercise_date: 8.33% of the shares underlying the RSU 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. F7 · 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 |
| September 15, 2024 Filed Sep 17, 2024 21:43 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 3,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · derivative · entry 14 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,319 Underlying: Class A Common Stock · 3,591 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F6 · derivative.exercise_date: 8.33% of the shares underlying the RSU vested on March 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. F6 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on March 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:43 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 3,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · derivative · entry 13 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,905 Underlying: Class A Common Stock · 3,317 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F5 · derivative.exercise_date: 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. F5 · derivative.expiration_date: 8.33% of the shares underlying the RSU vested on June 15, 2023, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:43 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · derivative · entry 12 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,090 Underlying: Class A Common Stock · 848 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: 6.25% of the shares underlying the RSU vested on June 15, 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. F4 · derivative.expiration_date: 6.25% of the shares underlying the RSU vested on June 15, 2022, and the remaining shares underlying the RSU shall vest in 15 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date. Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:43 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001660134-24-000144 · wk-form4_1726609377.xml · derivative · entry 11 Addison Jonathan James · CIK 0002010033 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,345 Underlying: Class A Common Stock · 1,069 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: 25% of the shares underlying the Restricted Stock Units ("RSU") vested on December 15, 2022, 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. F3 · derivative.expiration_date: 25% of the shares underlying the Restricted Stock Units ("RSU") vested on December 15, 2022, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.