Name | Relationship | Address | Signature | Signature date | CIK |
---|---|---|---|---|---|
Kerrest Jacques Frederic | Director | 100 FIRST ST, SUITE 600, SAN FRANCISCO | /s/ Larissa Schwartz, attorney-in-fact of the Reporting Person | 2025-09-25 | 0001700842 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | OKTA | Class A Common Stock | Conversion of derivative security | $0 | +73K | $0.00 | 73K | Sep 23, 2025 | By Trust | F1 | |
transaction | OKTA | Class A Common Stock | Gift | $0 | -73K | -100% | $0.00 | 0 | Sep 25, 2025 | By Trust | F2 |
holding | OKTA | Class A Common Stock | 3.43K | Sep 23, 2025 | Direct |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | OKTA | Class B Common Stock | Conversion of derivative security | $0 | -73K | -7.3% | $0.00 | 927K | Sep 23, 2025 | Class A Common Stock | 73K | By Trust | F1 | |
holding | OKTA | Class B Common Stock | 88.8K | Sep 23, 2025 | Class A Common Stock | 88.8K | By Trust | F1 | ||||||
holding | OKTA | Class B Common Stock | 158K | Sep 23, 2025 | Class A Common Stock | 158K | By Trust | F1 | ||||||
holding | OKTA | Restricted Stock Units | 1.69K | Sep 23, 2025 | Class A Common Stock | 1.69K | Direct | F3, F4 | ||||||
holding | OKTA | Restricted Stock Units | 2.49K | Sep 23, 2025 | Class A Common Stock | 2.49K | Direct | F3, F5 | ||||||
holding | OKTA | Employee Stock Option (Right to Buy) | 114K | Sep 23, 2025 | Class A Common Stock | 114K | $39.21 | Direct | F6 | |||||
holding | OKTA | Employee Stock Option (Right to Buy) | 71.5K | Sep 23, 2025 | Class A Common Stock | 71.5K | $82.16 | Direct | F6 | |||||
holding | OKTA | Employee Stock Option (Right to Buy) | 41.7K | Sep 23, 2025 | Class A Common Stock | 41.7K | $142.47 | Direct | F6 | |||||
holding | OKTA | Employee Stock Option (Right to Buy) | 13.3K | Sep 23, 2025 | Class A Common Stock | 13.3K | $274.96 | Direct | F6 | |||||
holding | OKTA | Employee Stock Option (Right to Buy) | 26.5K | Sep 23, 2025 | Class A Common Stock | 26.5K | $274.96 | Direct | F6 |
Id | Content |
---|---|
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. |
F2 | The transaction reported involved a gift by the Trust of 73,000 shares of Class A Common Stock to the American Endowment Foundation FBO Kerrest Johnson Family Charitable Fund, a donor advised fund. |
F3 | Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. |
F4 | 25% of the shares underlying the RSU vested on March 15, 2022, and the remaining shares underlying the RSU shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service with the Issuer on each such date, and subject to tolling from November 1, 2022 through October 31, 2023 per a Sabbatical Agreement between the Reporting Person and the Issuer. |
F5 | The RSUs vest in full on the earlier of June 24, 2026 or the date immediately prior to the Issuer's next regular annual stockholder meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date. |
F6 | The shares subject to the option are fully vested and exercisable by the Reporting Person. |