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.
Okta, Inc. filings document the regulatory record of a Nasdaq-listed identity software company with Class A common stock and a dual-class voting structure referenced in annual meeting materials. Form 8-K disclosures cover operating results, supplemental investor materials, Regulation FD communications, director and officer departures, compensatory arrangements, and stockholder voting outcomes.
Proxy filings describe board elections, governance proposals, executive compensation, equity awards, pay-versus-performance information, and shareholder meeting procedures. The company’s filings also include disclosures tied to capital structure, subscription-driven financial results, remaining performance obligations, litigation-related governance matters, risk factors, and exhibits filed in Inline XBRL.
Okta, Inc. Chief Accounting Officer Shibu Ninan reported routine equity transactions involving Class A Common Stock. On June 15, 2026, he exercised restricted stock units to acquire a total of 4,645 shares of Class A Common Stock in several transactions, while 2,366 shares were disposed of to cover tax obligations through share withholding.
On June 16, 2026, he made a bona fide gift of 2,492 shares of Class A Common Stock. After these transactions, he directly holds 23,304 shares of Okta Class A Common Stock. No open-market purchases or sales were reported.
Okta, Inc. director Jacques Frederic Kerrest reported equity compensation activity, mainly vesting and conversions rather than market trades. On June 17, 2026, 2,487 Restricted Stock Units vested in full and were settled into 2,487 shares of Class A Common Stock, bringing his directly held Class A shares to 7,123.
Separately, a trust associated with Kerrest converted 6,300 shares of Class B Common Stock into 6,300 shares of Class A Common Stock and now holds 6,800 Class A shares indirectly. The filing also lists multiple employee stock options that are fully vested and exercisable at fixed exercise prices, along with sizable Class B holdings that are convertible into Class A on a one-for-one basis with no expiration date.
Okta, Inc. executive Eric Robert Kelleher reported compensation-related equity activity involving Restricted Stock Units (RSUs), stock options, and Class A common shares. RSUs representing 16,280 shares of Class A Common Stock were converted into shares, reflecting scheduled vesting under prior awards.
To cover tax obligations on these vestings, a total of 8,285 shares of Class A Common Stock were disposed of through tax-withholding transactions coded "F", which are not open‑market sales. The filing shows no open‑market buying or selling of shares, only option and RSU activity tied to compensation.
Okta, Inc. Chief Revenue Officer Jonathan James Addison reported compensation-related equity activity involving Restricted Stock Units (RSUs) and associated tax withholding. On June 15, 2026, he exercised derivative awards to acquire 12,741 shares of Class A Common Stock through four M-code transactions, each reflecting conversion of RSUs.
To cover tax obligations, he disposed of 6,617 shares through four F-code transactions classified as tax-withholding dispositions, not open-market sales. Footnotes explain that each RSU converts into one share of Class A stock and that these RSU grants vest 8.33% initially, with the remaining shares vesting in 11 equal quarterly installments, conditioned on continued employment.
Okta, Inc.’s Chief Financial Officer Brett Tighe reported selling a total of 65,000 shares of Class A Common Stock on June 8, 2026 in open-market transactions at weighted average prices between about $116 and $119 per share. Following these sales, he directly holds 119,680 shares of Class A Common Stock. He also has indirect holdings through a trust of 1,250 shares of Class A Common Stock and 69,046 shares of Class B Common Stock, which are convertible into Class A shares. In addition, he holds several blocks of Restricted Stock Units that each represent one future share of Class A Common Stock, with vesting tied to continued employment.
OKTA-related Form 144 lists common shares to be sold. The excerpt shows a broker/dealer entry referencing 65,000 common shares and associated numeric fields, with a filing date of 06/08/2026. The schedule also lists 40,602 Restricted Stock Units (09/01/2019) and 24,398 Performance Stock Units (03/15/2025).
This filing excerpt names Morgan Stanley Smith Barney LLC as the broker/dealer and indicates the securities are common stock on NASDAQ. The excerpt contains limited transaction detail beyond the quantities and security types shown.
Okta, Inc. officer Larissa Schwartz reported open-market sales of 24,971 shares of Class A Common Stock on June 2, 2026. The trades were executed at weighted average prices within ranges from $129.28 to $136.91 per share.
The sales were made pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on July 3, 2025. Following these transactions, Schwartz directly holds 47,048 shares of Class A Common Stock and retains unexercised Restricted Stock Units representing 43,109, 24,640, and 7,747 underlying shares that vest over time.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice concerning proposed sales of Common stock of OKTA via brokerage activity on 06/02/2026. The filing lists securities from Restricted Stock Units and the Employee Stock Purchase Plan with lot counts 4,720 and 20,251, and shows multiple recent 10b5-1 sales by Larissa Schwartz.
The excerpt includes detailed recent dispositions dated 03/10/2026 through 05/07/2026, with individual sale quantities (for example, 5,197, 1,054, 126, 656) and proceeds shown (for example, $400,580.07, $84,320.00, $9,626.40). The filing identifies NASDAQ as the exchange and lists a broker address for Morgan Stanley Smith Barney LLC.
Okta reported solid quarterly growth and profitability for the three months ended April 30, 2026. Total revenue rose to $765 million from $688 million, driven by subscription revenue of $750 million, as more users and additional solutions were sold to new and existing customers.
Net income increased to $74 million, a 10% margin, helped by operating income of $56 million. Operating cash flow was $277 million, and cash, cash equivalents and short-term investments totaled $2,589 million, supporting a $350 million convertible note maturing in June 2026 and ongoing investment.
Okta is also returning capital to shareholders, repurchasing about 3.0 million Class A shares for $241 million, with $680 million remaining under its $1 billion authorization. Key SaaS metrics stayed healthy, with a Dollar-Based Net Retention Rate of 107%, remaining performance obligations of $4,719 million, and 5,180 customers above $100,000 in annual contract value.
Okta, Inc. reported first quarter fiscal 2027 results with total revenue of $765 million and subscription revenue of $750 million, both up 11% year-over-year. Remaining performance obligations reached $4.719 billion, up 16%, while current RPO was $2.499 billion, up 12%.
GAAP operating income was $56 million (7% margin) and GAAP net income was $74 million, or $0.42 per diluted share. On a non-GAAP basis, operating income was $191 million (25% margin) and diluted net income per share was $0.91.
Okta generated operating cash flow of $277 million and free cash flow of $271 million, both at a 35% margin, and held $2.589 billion in cash, cash equivalents and short-term investments. For fiscal 2027, Okta guides revenue to $3.185–$3.205 billion (9–10% growth), non-GAAP operating margin of 25–26%, and free cash flow margin of 27–28%, reflecting headwinds from shifting professional services to partners and lower interest income tied to stock repurchases and cash settlement of 2026 notes.