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

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

David Schellhase, identified as a Director of Okta, Inc. (OKTA), submitted an initial Form 3 reporting the event dated 08/13/2025. The filing states that the reporting person does not beneficially own any securities of the issuer. The Form 3 was signed on behalf of Mr. Schellhase by an attorney-in-fact, Larissa Schwartz, on 08/14/2025.

Positive

  • None.

Negative

  • None.
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
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Schellhase David

(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)
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
No securities are beneficially owned.
/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 the Form 3 filed for OKTA on 08/13/2025 disclose?

The Form 3 for Okta (OKTA) filed for 08/13/2025 reports that Director David Schellhase does not beneficially own any securities of the issuer.

Who filed the Form 3 for David Schellhase for OKTA?

The Form 3 was filed on behalf of the reporting person and signed by attorney-in-fact Larissa Schwartz on 08/14/2025.

Does the Form 3 list any derivative or non-derivative holdings for OKTA?

No. The filing explicitly states: No securities are beneficially owned; no entries appear in Table I or Table II.

What is the reporting relationship of David Schellhase to Okta on this Form 3?

The Form 3 marks the reporting person as a Director of Okta, Inc.

Was the Form 3 filed jointly or by one reporting person?

The form indicates it was filed by one reporting person (the single reporting-person checkbox is marked).
Okta Inc

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13.87B
167.59M
0.53%
96.55%
3.88%
Software - Infrastructure
Services-prepackaged Software
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United States
SAN FRANCISCO