Okta director Riley Helen reports no holdings

Okta, Inc. filed a Form 3 showing director Riley Helen as a reporting person, with no current holdings or transactions reported.

Rhea-AI Filing Summary

Okta, Inc. (OKTA) filed an initial statement of beneficial ownership on Form 3 for Riley Helen, who is identified as a director of the company. The filing reports no equity transactions or holdings at this time and notes the inclusion of an Exhibit 24 Power of Attorney.

Key Terms

Form 3, beneficial ownership, Power of Attorney

3 terms

Form 3 regulatory

"filed an initial statement of beneficial ownership on Form 3"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

beneficial ownership financial

"filed an initial statement of beneficial ownership on Form 3"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Power of Attorney regulatory

"The filing reports no equity transactions and notes an Exhibit 24 Power of Attorney"

A power of attorney is a legal document that allows one person to make decisions and act on behalf of another person, often in financial or legal matters. It’s like giving someone a trusted helper or agent the authority to handle important tasks if you are unable to do so yourself. This matters to investors because it can impact how their assets are managed or transferred if they become unable to oversee their affairs.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Okta, Inc. (OKTA)'s new Form 3 filing report for Riley Helen?

It reports that Riley Helen is a director of Okta, Inc. and is now a reporting person under SEC rules. The Form 3 shows no reported transactions and no holdings in Okta securities at the time of the filing.

Does the Okta (OKTA) Form 3 for Riley Helen show any stock ownership?

No. The Form 3 for Riley Helen shows no reported holdings of Okta, Inc. securities, and the summary data lists zero holding entries and no derivative positions.

Are there any buy or sell transactions disclosed for Riley Helen in Okta (OKTA)'s Form 3?

No. The filing’s transaction summary shows no buys, no sells, and no other transactions for Riley Helen. It is purely an initial beneficial ownership statement without trading activity.

What role does Riley Helen have at Okta, Inc. (OKTA) according to the Form 3?

According to the Form 3, Riley Helen is a director of Okta, Inc. and is therefore required to report beneficial ownership of company securities under SEC insider reporting rules.

What is the significance of the Exhibit 24 Power of Attorney in Okta (OKTA)'s Form 3?

The remarks reference an Exhibit 24 - Power of Attorney, indicating that a Power of Attorney has been filed. This typically authorizes another person to sign SEC ownership reports on the director’s behalf.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/22/2026 - 04:58 PM Accepted by SEC EDGAR 09/22/2026 - 04:57 PM Learn about SEC filing dates

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^*

Riley Helen

(Last) (First) (Middle)

100 FIRST ST, SUITE 600

(Street)

SAN FRANCISCO CALIFORNIA 94105

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
09/18/2026

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

3a. Foreign Trading Symbol

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

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

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

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/ Nathan Francis, attorney-in-fact of the Reporting Person	09/22/2026
	** 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.
* Form 3: SEC 1473 (03-26)