Larissa Schwartz - 28 Jul 2025 Form 4 Insider Report for Okta, Inc. (OKTA)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
30 Jul 2025, 17:51:32 UTC
Prior SEC filing
20 Jun 2025
Next SEC filing
17 Sep 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Alexandra Gevirtz, attorney-in-fact of the Reporting Person

Key filing fact

Larissa Schwartz filed Form 4 for Okta, Inc. (OKTA) on 30 Jul 2025.

Key facts

  • This page summarizes Larissa Schwartz's Form 4 filing for Okta, Inc. (OKTA).
  • 6 reported transactions and 10 derivative rows are listed below.
  • Accepted by SEC: 30 Jul 2025, 17:51.

Change

  • Previous filing in this sequence was filed on 20 Jun 2025.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001968125 Primary reporting owner

Schwartz Larissa

Relationship
Chief Legal Officer and Corporate Secretary Exhibit 24 - Power of Attorney
Address
100 FIRST STREET, SUITE 600, SAN FRANCISCO
Signature
/s/ Alexandra Gevirtz, attorney-in-fact of the Reporting Person
Signature date
30 Jul 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

OKTA transaction

Class A Common Stock

Conversion of derivative security

Transaction value
$0
Shares
+14,000
Change %
+59%
Price
$0.000000
Shares after
37,640
Date
28 Jul 2025
Ownership
Direct
Footnotes
F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

OKTA transaction Derivative

Employee Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-9,000
Change %
-100%
Price
$0.000000
Shares after
0
Date
28 Jul 2025
Ownership
Direct
Underlying class
Class B Common Stock
Underlying amount
9,000
Exercise price
$8.73
Footnotes
F2
OKTA transaction Derivative

Class B Common Stock

Options Exercise

Transaction value
$0
Shares
+9,000
Change %
Price
$0.000000
Shares after
9,000
Date
28 Jul 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
9,000
Exercise price
Footnotes
F1
OKTA transaction Derivative

Employee Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-5,000
Change %
-100%
Price
$0.000000
Shares after
0
Date
28 Jul 2025
Ownership
Direct
Underlying class
Class B Common Stock
Underlying amount
5,000
Exercise price
$11.36
Footnotes
F2
OKTA transaction Derivative

Class B Common Stock

Options Exercise

Transaction value
$0
Shares
+5,000
Change %
+56%
Price
$0.000000
Shares after
14,000
Date
28 Jul 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
5,000
Exercise price
Footnotes
F1
OKTA transaction Derivative

Class B Common Stock

Conversion of derivative security

Transaction value
$0
Shares
-14,000
Change %
-100%
Price
$0.000000
Shares after
0
Date
28 Jul 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
14,000
Exercise price
Footnotes
F1
OKTA holding Derivative

Restricted Stock Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
632
Date
28 Jul 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
632
Exercise price
Footnotes
F3, F4
OKTA holding Derivative

Restricted Stock Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
325
Date
28 Jul 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
325
Exercise price
Footnotes
F3, F5
OKTA holding Derivative

Restricted Stock Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
13,336
Date
28 Jul 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
13,336
Exercise price
Footnotes
F3, F6
OKTA holding Derivative

Restricted Stock Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
13,557
Date
28 Jul 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
13,557
Exercise price
Footnotes
F3, F7
OKTA holding Derivative

Restricted Stock Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
33,880
Date
28 Jul 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
33,880
Exercise price
Footnotes
F3, F8
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 8 footnotes

Footnote 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.

Footnote F2

The shares subject to the option are fully vested and exercisable by the Reporting Person.

Footnote F3

Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

Footnote F4

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.

Footnote F5

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.

Footnote F6

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.

Footnote F7

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.

Footnote F8

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.

SEC remarks

Chief Legal Officer and Corporate Secretary Exhibit 24 - Power of Attorney

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