4Filing Date: Sep 9, 2026

Okta

Statement of Changes in Beneficial Ownership

View SEC Filing
ACC: 0001700842-26-000005
Total Value$0
Trades7
Insiders1

Transaction Details

Kerrest Jacques Frederic
Director·Indirect · By Trust
Gift · Dispose
Class A Common Stock
Shares-6.00K
Price$0.00
Total Value$0
Shares Owned After0
Transaction DateSep 9, 2026
Footnotes ▸

The transaction reported involved a gift by the Trust of 6,000 shares of Class A Common Stock to the American Endowment Foundation FBO Kerrest Johnson Family Charitable Fund, a donor advised fund.

Kerrest Jacques Frederic
Director·Indirect · By Trust
· Acquire
Class A Common Stock
Shares+6.00K
Price$0.00
Total Value$0
Shares Owned After6.00K
Transaction DateSep 4, 2026
Footnotes ▸

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.

Kerrest Jacques Frederic
Director·Indirect · By Trust
· Dispose
Class B Common StockDerivative
Shares-6.00K
Price$0.00
Total Value$0
Shares Owned After805.69K
Transaction DateSep 4, 2026
Footnotes ▸

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. | 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. | 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. | 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.

Kerrest Jacques Frederic
Director·Indirect · By Trust
Class B Common StockDerivative
Shares0
Price-
Total Value$0
Shares Owned After114.28K
Holding Only
Footnotes ▸

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. | 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. | 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.

Kerrest Jacques Frederic
Director·Direct
Restricted Stock UnitsDerivative
Shares0
Price-
Total Value$0
Shares Owned After2.08K
Holding Only
Footnotes ▸

Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. | The RSUs vest in full on the earlier of June 18, 2027 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. | The RSUs vest in full on the earlier of June 18, 2027 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.

Kerrest Jacques Frederic
Director·Direct
Class A Common Stock
Shares0
Price-
Total Value$0
Shares Owned After7.12K
Kerrest Jacques Frederic
Director·Direct
Employee Stock Option (Right to Buy)Derivative
Shares0
Price-
Total Value$0
Shares Owned After114.00K
Exercise Price$39.21
ExpiresMar 21, 2028
Holding Only
Footnotes ▸

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

Post-Transaction Holdings

Kerrest Jacques Frederic · Director
SecuritySharesChange
Class A Common Stock7.12K-
Class B Common Stock805.69K-6.00K (-0.74%)
Employee Stock Option (Right to Buy)114.00K-
Restricted Stock Units2.08K-
auto_awesome

Deep Analysis

Director Jacques Kerrest converted 6,000 Okta Class B shares to Class A and immediately gifted the 6,000 Class A shares to a donor-advised fund — no market sale.

lock
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership === Document Type: 4 Period of Report: 2026-09-04 10b5-1 Pre-arranged Plan: No --- Issuer --- Name: Okta, Inc. (OKTA) CIK: 0001660134 --- Reporting Owner --- Name: Kerrest Jacques Frederic CIK: 0001700842 Role: Director --- Non-Derivative Transactions --- [Transaction #1] Security: Class A Common Stock Date: 2026-09-04 | Code: C (Conversion of derivative) Shares: +6,000 | Price: $0.00 Shares Owned After: 6,000 | Ownership: I (Indirect) | Nature: By Trust Footnotes: [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. [Transaction #2] Security: Class A Common Stock Date: 2026-09-09 | Code: G (Gift) Shares: -6,000 | Price: $0.00 Shares Owned After: 0 | Ownership: I (Indirect) | Nature: By Trust Footnotes: [F2] The transaction reported involved a gift by the Trust of 6,000 shares of Class A Common Stock to the American Endowment Foundation FBO Kerrest Johnson Family Charitable Fund, a donor advised fund. --- Derivative Transactions --- [Transaction #1] Security: Class B Common Stock Date: 2026-09-04 | Code: C (Conversion of derivative) Shares: -6,000 | Price: $0.00 Shares Owned After: 805,687 | Ownership: I (Indirect) | Nature: By Trust Footnotes: [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. [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. [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. [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. --- Holdings --- [Holding #1] Security: Class A Common Stock Ownership: D (Direct) [Holding #2] Security: Class B Common Stock Ownership: I (Indirect) Footnotes: [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. [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. [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. [Holding #3] Security: Class B Common Stock Ownership: I (Indirect) Footnotes: [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. [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. [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. [Holding #4] Security: Restricted Stock Units Ownership: D (Direct) Footnotes: [F3] Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. [F4] The RSUs vest in full on the earlier of June 18, 2027 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. [F4] The RSUs vest in full on the earlier of June 18, 2027 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. [Holding #5] Security: Employee Stock Option (Right to Buy) Ownership: D (Direct) Footnotes: [F5] The shares subject to the option are fully vested and exercisable by the Reporting Person. [Holding #6] Security: Employee Stock Option (Right to Buy) Ownership: D (Direct) Footnotes: [F5] The shares subject to the option are fully vested and exercisable by the Reporting Person. [Holding #7] Security: Employee Stock Option (Right to Buy) Ownership: D (Direct) Footnotes: [F5] The shares subject to the option are fully vested and exercisable by the Reporting Person. [Holding #8] Security: Employee Stock Option (Right to Buy) Ownership: D (Direct) Footnotes: [F5] The shares subject to the option are fully vested and exercisable by the Reporting Person. [Holding #9] Security: Employee Stock Option (Right to Buy) Ownership: D (Direct) Footnotes: [F5] The shares subject to the option are fully vested and exercisable by the Reporting Person. --- Footnotes (Complete Index) --- 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 6,000 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: The RSUs vest in full on the earlier of June 18, 2027 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. F5: The shares subject to the option are fully vested and exercisable by the Reporting Person. --- Signature --- /s/ /s/ Nathan Francis, attorney-in-fact of the Reporting Person (2026-09-09)

keid analysis is for reference only and does not constitute investment advice.