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Okta Inc SEC Filings

OKTA NASDAQ

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.

Rhea-AI Summary

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.

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Filing
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Rhea-AI Summary

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.

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Rhea-AI Summary

OKTA affiliate filing notifies proposed resale of restricted stock units via brokerage sales. The excerpt lists multiple 10b5-1 sale executions by Larissa Schwartz on 03/10/2026, 04/07/2026, and 05/06/2026 with individual share amounts and dollar proceeds shown for each trade.

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Rhea-AI Summary

Okta insider Larissa Schwartz reported planned sales of common stock under a Rule 10b5-1 plan via Form 144. The filing lists multiple 10b5-1 sale entries on 03/10/2026 and 04/07/2026 showing specific share counts and proceeds for each trade.

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Okta Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 9,073,655 shares of Okta common stock, representing 5.36% of the class. The filing shows sole voting power over 1,485,957 shares and sole dispositive power over 9,073,655 shares. The Schedule 13G is signed on 04/30/2026.

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Vanguard Portfolio Management reports beneficial ownership of 9,260,653 shares of Okta Inc. common stock, representing 5.47% of the class as of 03/31/2026. The filing states Vanguard has sole power to dispose of 9,260,653 shares and sole voting power over 29,554 shares, filed on Schedule 13G.

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Rhea-AI Summary

Okta, Inc. reported an upcoming leadership change in its legal function. The company announced that Chief Legal Officer and Corporate Secretary Larissa Schwartz intends to leave her role effective July 31, 2026, after which she will continue as a senior advisor through January 31, 2027.

Under a transition and separation agreement dated April 21, 2026, Ms. Schwartz will remain in her current position until July 31, 2026 at her existing base salary, then serve as senior advisor at a base salary of $21,483 per month. She will continue to be eligible for benefits and equity vesting during this period and may receive a lump-sum severance equal to nine months of her current base salary, subject to a release of claims.

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Okta, Inc. director David Schellhase reported open-market purchases of the company’s Class A Common Stock. On April 16, 2026, he bought 1,100 shares at a weighted average price of $72.4648 per share and another 2,612 shares at $71.8594 per share. After these trades, he directly owned 3,712 shares. The transactions were executed under a Rule 10b5-1 trading plan adopted on January 15, 2026, and each reported price represents a weighted average across multiple trades within the stated price ranges.

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Rhea-AI Summary

Okta, Inc. officer Larissa Schwartz reported open-market sales of Class A Common Stock totaling 6,377 shares on April 7, 2026 at weighted average prices between $78.58 and $80.58 per share. After these transactions, she directly holds 54,825 Okta Class A shares.

The sales were executed under a pre-arranged Rule 10b5-1 trading plan adopted on July 3, 2025, indicating a scheduled disposition rather than ad hoc trading. Schwartz also holds restricted stock units representing an additional 7,747, 24,640, and 43,109 underlying Class A shares, which vest over time subject to continued employment.

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FAQ

How many Okta (OKTA) SEC filings are available on StockTitan?

StockTitan tracks 127 SEC filings for Okta (OKTA), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Okta (OKTA)?

The most recent SEC filing for Okta (OKTA) was filed on May 8, 2026.