Form 4 for OKTA Okta, Inc.
Accepted 2025-02-13 00:00:00 ET · period of report 2025-02-11 · accession 0001660134-25-000030 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-02-13 | 2025-02-11 | OKTA | Schwartz Larissa | See Remarks | A - Grant | $0.00 | +16.5K | 38.6K | +75% | $0 |
| D | 2025-02-13 | 2025-02-11 | OKTA | Schwartz Larissa | See Remarks | S - Sale | $97.59 | -2,740 | 22.1K | -11% | -$267.4K |
| D | 2025-02-13 | 2025-02-11 | OKTA | Schwartz Larissa | See Remarks | C - Cnv Deriv | $0.00 | +1,554 | 24.9K | +7% | $0 |
| DM | 2025-02-13 | 2025-02-11 | OKTA | Schwartz Larissa | See Remarks | M - OptEx | $0.00 | 0 | 1,554 | New | $0 |
| D | 2025-02-13 | 2025-02-11 | OKTA | Schwartz Larissa | See Remarks | C - Cnv Deriv | $0.00 | -1,554 | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2025-02-11 | A | A | 8,758 | $0.00 | 30,883 | D | — | — | (F3) On March 21, 2023, the Reporting Person was granted Performance Stock Units ("PSUs"), the vesting of which is subject to the achievement of certain performance criteria and to a service-based vesting criteria. On February 11, 2025, the Compensation Committee of the Board of Directors determined that 8,758 shares of the Issuer's Class A Common Stock were earned as result of the achievement of the performance criteria, with vesting to occur once the service-based vesting criteria are satisfied on March 15, 2025. (F4) Includes 8,758 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock. |
| 2 | Common | Class A Common Stock | 2025-02-11 | S | D | 2,740 | $97.59 | 22,125 | D | — | — | |
| 3 | Common | Class A Common Stock | 2025-02-11 | C | A | 1,554 | $0.00 | 24,865 | D | — | — | |
| 4 | Common | Class A Common Stock | 2025-02-11 | A | A | 7,746 | $0.00 | 38,629 | D | — | — | (F5) On March 29, 2024, the Reporting Person was granted 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 7,746 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. (F6) Includes 16,504 PSUs, with each PSU representing the right to receive one share of the Issuer's Class A Common Stock. |
| 5 | Derivative | Employee Stock Option (Right to Buy) | 2025-02-11 | M | D | 1,554 | $0.00 | 9,507 | D | $8.62 · — to 2025-12-16 | 1,554 Class B Common Stock | (F7) The shares subject to the option are fully vested and exercisable by the Reporting Person. |
| 6 | Derivative | Class B Common Stock | 2025-02-11 | C | D | 1,554 | $0.00 | 0 | D | — · — to — | 1,554 Class A Common Stock | (F1) Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. |
| 7 | Derivative | Class B Common Stock | 2025-02-11 | M | A | 1,554 | $0.00 | 1,554 | D | — · — to — | 1,554 Class A Common Stock | (F1) Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. |