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.
The Okta, Inc. (OKTA) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Okta is a cloud-native security company focused on identity and access management, and its filings offer detailed insight into its financial performance, governance, and material events.
Investors can review Form 8-K reports where Okta discloses items such as quarterly financial results, the use of non-GAAP measures, settlement of stockholder derivative actions, board changes, and stockholder meeting outcomes. These filings often attach press releases and settlement documents as exhibits, giving additional context on the company’s operations and legal matters.
Okta’s filings describe how it reports revenue, subscription revenue, remaining performance obligations, operating income, net income, and free cash flow, along with reconciliations between GAAP and non-GAAP metrics. The company explains which expenses are excluded from non-GAAP measures and why management views these adjustments as outside core operating results, while noting the limitations of such metrics.
On Stock Titan, new Okta filings are surfaced as they appear in the EDGAR system, and AI-powered summaries help explain key sections, highlight important changes, and point out items such as financial condition updates, derivative litigation settlements, and stockholder voting results. Users can quickly scan high-level insights and then drill into the full text of 8-Ks and other forms to understand how Okta describes its identity-focused business, financial reporting approach, and governance decisions.
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.
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.
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.
Larissa Schwartz reported proposed and recent sales of Common stock under a 10b5-1 plan. The filing lists six 10b5-1 transactions on 02/06/2026 and 03/10/2026 with per-transaction share counts and gross proceeds: 1,054 shares for $87,977.38, 126 shares for $10,517.22, 656 shares for $54,756.32 (02/06/2026); and 1,054 shares for $84,320.00, 126 shares for $10,048.50, 656 shares for $52,316.00 (03/10/2026).
Okta, Inc. executive Eric Robert Kelleher exercised options and converted Class B shares into Class A shares, then sold a portion of the resulting stock. He exercised 2,409 Employee Stock Options at an exercise price of $8.97 per share, receiving 2,409 shares of Class B Common Stock that were then converted into 2,409 shares of Class A Common Stock. On the same day, he sold 2,409 shares of Class A Common Stock at $80.00 per share in an open-market transaction under a pre-arranged Rule 10b5-1 trading plan. After these transactions, he directly held 15,470 shares of Class A Common Stock and retained additional equity exposure through vested options and Restricted Stock Units tied to future vesting.
Okta, Inc.’s Chief Revenue Officer Jonathan James Addison sold 23,304 shares of Class A Common Stock on March 25, 2026 in three open-market transactions at weighted average prices of $77.1011, $77.8699 and $78.6530 per share. These sales were executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 24, 2025, indicating they were scheduled in advance. Following the transactions, he directly holds 4,364 shares of Class A Common Stock and multiple restricted stock unit (RSU) awards, each RSU representing the right to receive one share at no cost. The RSUs, including one grant covering 55,426 underlying shares, vest in equal quarterly installments over time, subject to his continued employment on each vesting date.
Okta Inc: The Vanguard Group filed Amendment No. 10 to a Schedule 13G/A reporting that it beneficially owns 0 shares of Okta Inc Common Stock, representing 0%. The filing explains that on January 12, 2026 Vanguard completed an internal realignment and certain subsidiaries will report ownership separately "in accordance with SEC Release No. 34-39538 (January 12, 1998)."
The filing lists Vanguard's address and states Vanguard or its managed accounts retain the right to receive dividends or proceeds for reported accounts; the signer is Ashley Grim, dated 03/27/2026.
Michael A. Stankey reports a sale of 190,000 shares of Okta common stock. The sale was reported on 03/23/2026 on a Form 144 and lists Morgan Stanley Smith Barney LLC as the broker. The filing shows aggregate proceeds of $15,422,433.00.
Okta, Inc. Chief Executive Officer Todd McKinnon reported open-market sales of 11,263 shares of Class A Common Stock on March 23, 2026, at weighted average prices ranging from $78.40 to $82.09 per share. These transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted on April 15, 2025, indicating they were scheduled in advance.
After the sales, McKinnon directly held 97,083 shares of Class A Common Stock. He also had substantial additional exposure through indirect holdings of Class B Common Stock held by trusts, representing 6,383,887 and 128,247 underlying Class A shares, plus multiple Restricted Stock Units and fully vested stock options covering additional Class A shares.