[Form 3] Okta, Inc. Initial Statement of Beneficial Ownership

Rhea-AI Filing Summary

Mary Agnes Wilderotter filed an initial Form 3 reporting beneficial ownership in Okta, Inc. (OKTA). The filing, executed by attorney-in-fact Larissa Schwartz on 08/14/2025, shows 16,839 shares of Class A common stock held indirectly through a trust. The form identifies her relationship to the issuer as a director and is a single-person filing. No derivative securities or additional holdings were reported on this Form 3.

Insights

Corporate Governance Expert

TL;DR: Routine disclosure of a director's indirect holding in Okta; procedural and transparency aspects are standard.

The Form 3 documents an initial Section 16 filing by a company director reporting indirect ownership of 16,839 Class A shares via a trust. This is a standard compliance filing that establishes a baseline for future Section 16 reporting obligations. There are no reported derivative positions or amendments. From a governance perspective, timely and complete initial disclosures help meet insider reporting requirements and allow investors to track future trades by the reporting person.

Securities Compliance Analyst

TL;DR: Filing meets basic Section 16(a) requirements; no material change to investor valuation or control indicated.

The report is an initial beneficial-ownership statement filed by an individual identified as a director. Ownership is indirect through a trust, which is commonly used for estate or investment planning and does not, by itself, indicate control changes. The absence of derivative holdings and the single-class entry simplify monitoring for potential Rule 16b-3 or short-swing profit concerns. The signature by an attorney-in-fact is clearly noted with the filing date.

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

Wilderotter Mary Agnes

(Last) (First) (Middle)

100 FIRST ST, SUITE 600

(Street)

SAN FRANCISCO CA 94105

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
08/13/2025

3. Issuer Name and Ticker or Trading Symbol
Okta, Inc. [ OKTA ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Class A Common Stock	16,839	I	By Trust

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Exhibit 24 - Power of Attorney

	/s/ Larissa Schwartz, attorney-in-fact of the Reporting Person	08/14/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Mary Agnes Wilderotter report on her Form 3 for OKTA?

The Form 3 reports 16,839 shares of Class A common stock held indirectly via a trust and identifies her role as a director.

When was the Form 3 for OKTA signed and who signed it?

The Form 3 was signed by Larissa Schwartz, attorney-in-fact for the reporting person on 08/14/2025.

Does the Form 3 for OKTA show any derivative securities?

No. The filing lists no derivative securities such as options, warrants, or convertible instruments.

Is the ownership reported direct or indirect on the OKTA Form 3?

The ownership is reported as indirect, with the nature of indirect ownership specified as By Trust.

Does this Form 3 indicate any change in control of OKTA?

No. The filing simply reports an initial beneficial ownership amount and does not indicate any change in control or major transaction.