Welcome to our dedicated page for Okta SEC filings (Ticker: OKTA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Okta, Inc. filings document the regulatory record of a Nasdaq-listed identity software company with Class A common stock and a dual-class voting structure referenced in annual meeting materials. Form 8-K disclosures cover operating results, supplemental investor materials, Regulation FD communications, director and officer departures, compensatory arrangements, and stockholder voting outcomes.
Proxy filings describe board elections, governance proposals, executive compensation, equity awards, pay-versus-performance information, and shareholder meeting procedures. The company’s filings also include disclosures tied to capital structure, subscription-driven financial results, remaining performance obligations, litigation-related governance matters, risk factors, and exhibits filed in Inline XBRL.
OKTA-related Form 144 lists common shares to be sold. The excerpt shows a broker/dealer entry referencing 65,000 common shares and associated numeric fields, with a filing date of 06/08/2026. The schedule also lists 40,602 Restricted Stock Units (09/01/2019) and 24,398 Performance Stock Units (03/15/2025).
This filing excerpt names Morgan Stanley Smith Barney LLC as the broker/dealer and indicates the securities are common stock on NASDAQ. The excerpt contains limited transaction detail beyond the quantities and security types shown.
Okta, Inc. officer Larissa Schwartz reported open-market sales of 24,971 shares of Class A Common Stock on June 2, 2026. The trades were executed at weighted average prices within ranges from $129.28 to $136.91 per share.
The sales were made pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on July 3, 2025. Following these transactions, Schwartz directly holds 47,048 shares of Class A Common Stock and retains unexercised Restricted Stock Units representing 43,109, 24,640, and 7,747 underlying shares that vest over time.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice concerning proposed sales of Common stock of OKTA via brokerage activity on 06/02/2026. The filing lists securities from Restricted Stock Units and the Employee Stock Purchase Plan with lot counts 4,720 and 20,251, and shows multiple recent 10b5-1 sales by Larissa Schwartz.
The excerpt includes detailed recent dispositions dated 03/10/2026 through 05/07/2026, with individual sale quantities (for example, 5,197, 1,054, 126, 656) and proceeds shown (for example, $400,580.07, $84,320.00, $9,626.40). The filing identifies NASDAQ as the exchange and lists a broker address for Morgan Stanley Smith Barney LLC.
Okta reported solid quarterly growth and profitability for the three months ended April 30, 2026. Total revenue rose to $765 million from $688 million, driven by subscription revenue of $750 million, as more users and additional solutions were sold to new and existing customers.
Net income increased to $74 million, a 10% margin, helped by operating income of $56 million. Operating cash flow was $277 million, and cash, cash equivalents and short-term investments totaled $2,589 million, supporting a $350 million convertible note maturing in June 2026 and ongoing investment.
Okta is also returning capital to shareholders, repurchasing about 3.0 million Class A shares for $241 million, with $680 million remaining under its $1 billion authorization. Key SaaS metrics stayed healthy, with a Dollar-Based Net Retention Rate of 107%, remaining performance obligations of $4,719 million, and 5,180 customers above $100,000 in annual contract value.
Okta, Inc. reported first quarter fiscal 2027 results with total revenue of $765 million and subscription revenue of $750 million, both up 11% year-over-year. Remaining performance obligations reached $4.719 billion, up 16%, while current RPO was $2.499 billion, up 12%.
GAAP operating income was $56 million (7% margin) and GAAP net income was $74 million, or $0.42 per diluted share. On a non-GAAP basis, operating income was $191 million (25% margin) and diluted net income per share was $0.91.
Okta generated operating cash flow of $277 million and free cash flow of $271 million, both at a 35% margin, and held $2.589 billion in cash, cash equivalents and short-term investments. For fiscal 2027, Okta guides revenue to $3.185–$3.205 billion (9–10% growth), non-GAAP operating margin of 25–26%, and free cash flow margin of 27–28%, reflecting headwinds from shifting professional services to partners and lower interest income tied to stock repurchases and cash settlement of 2026 notes.
Okta, Inc. director Shellye L. Archambeau reported an indirect open-market sale of 2,500 shares of Class A Common Stock at $85.00 per share on May 18, 2026. The shares are held through an LLC and the transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 12, 2025. Following this sale, the filing shows Archambeau indirectly holding 9,192 Okta shares through the LLC.
OKTA affiliate filed a Form 144 notice reporting proposed resale of Class A Common stock. The filing lists a broker-intermediary UBS Financial Services Inc. and shows a figure of 2,500 (shares or units) alongside $212,500.00. The filing references RSU releases dated 12/13/2019 (1,432) and 06/13/2020 (1,068). The entry includes an action date of 05/18/2026 and identifies the trading market as Nasdaq.
Okta, Inc. officer Larissa Schwartz reported open-market sales of a total of 6,377 shares of Class A Common Stock. She sold 2,993 shares at a weighted average price of $76.7263, 2,330 shares at $77.4957, and 1,054 shares at $80.00 per share.
After these sales, she directly holds 48,448 shares of Class A Common Stock. She also holds Restricted Stock Units representing rights to receive 43,109, 24,640 and 7,747 shares of Class A Common Stock, which vest in quarterly installments. The transactions were conducted under a pre-arranged Rule 10b5-1 trading plan.
Okta, Inc. is asking stockholders to elect two Class III directors, ratify Ernst & Young LLP as auditor, approve executive pay on an advisory basis, and amend the 2017 Equity Incentive Plan at its virtual 2026 annual meeting.
The proxy highlights strong fiscal 2026 results, including $2.919 billion in revenue, higher profitability, and robust cash flow. It describes an evolving board with a majority of independent directors, a lead independent director role, and enhanced oversight of cybersecurity, AI, and sustainability. Okta emphasizes pay-for-performance, heavier use of performance-based equity awards, higher stock ownership guidelines for directors, and a clawback policy aligned with new SEC and Nasdaq rules.