Addison Jonathan James 4
4 · Okta, Inc. · Filed Mar 27, 2026
Research Summary
AI-generated summary of this filing
Okta (OKTA) CRO Addison Jonathan James Sells 23,304 Shares
What Happened
Addison Jonathan James, Chief Revenue Officer of Okta, sold a total of 23,304 shares of Okta common stock in open‑market transactions on March 25, 2026, generating approximately $1,812,756 in proceeds. The three reported disposals were: 6,782 shares at a weighted average price of $77.10 ($522,900), 12,322 shares at $77.87 ($959,513), and 4,200 shares at $78.65 ($330,343). These sales were reported on a Form 4 filed March 27, 2026.
Key Details
- Transaction date: March 25, 2026 (reported on Form 4 filed March 27, 2026). Filing appears timely (within the usual 2‑business‑day window).
- Transaction type/code: Open market sales (Code S). Total shares sold: 23,304; total proceeds ≈ $1,812,756.
- Price details / footnotes:
- 6,782 shares — weighted avg $77.10; prices ranged $76.40–$77.38 (footnote F2).
- 12,322 shares — weighted avg $77.87; prices ranged $77.41–$78.40 (footnote F3).
- 4,200 shares — weighted avg $78.65; prices ranged $78.44–$79.08 (footnote F4).
- All sales were effected pursuant to a Rule 10b5‑1 trading plan adopted Dec 24, 2025 (footnote F1). The reporting person offers to provide detailed per‑price breakdowns on request.
- Shares owned after transaction: Not specified in the information provided in this summary/filing excerpt.
- Additional filing notes: The Form 4 includes RSU‑related footnotes (F5–F9) describing RSU definition and vesting schedules referenced in the filing.
Context
- These were routine open‑market sales executed under a pre‑arranged 10b5‑1 plan. Such sales typically follow a predetermined schedule and do not, by themselves, indicate the insider’s current view of the company.
- For retail investors, purchases usually carry more informational weight than routine sales; this filing documents disposition of existing shares rather than an acquisition.
Insider Transaction Report
Form 4
Okta, Inc.OKTA
Addison Jonathan James
Chief Revenue Officer
Transactions
- Sale
Class A Common Stock
[F1][F2]2026-03-25$77.10/sh−6,782$522,900→ 20,886 total - Sale
Class A Common Stock
[F1][F3]2026-03-25$77.87/sh−12,322$959,513→ 8,564 total - Sale
Class A Common Stock
[F1][F4]2026-03-25$78.65/sh−4,200$330,343→ 4,364 total
Holdings
- 10,773
Restricted Stock Units
[F5][F6]→ Class A Common Stock (10,773 underlying) - 5,810
Restricted Stock Units
[F5][F7]→ Class A Common Stock (5,810 underlying) - 24,640
Restricted Stock Units
[F5][F8]→ Class A Common Stock (24,640 underlying) - 55,426
Restricted Stock Units
[F5][F9]→ Class A Common Stock (55,426 underlying)
Footnotes (9)
- [F1]This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 24, 2025.
- [F2]The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.40 to $77.38 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- [F3]The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.41 to $78.40 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- [F4]The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.44 to $79.08 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- [F5]Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.
- [F6]8.33% of the shares underlying the RSU vested on March 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.
- [F7]8.33% of the shares underlying the RSU vested on June 15, 2024, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.
- [F8]8.33% of the shares underlying the RSU vested on June 15, 2025, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.
- [F9]8.33% of the shares underlying the RSU shall vest on June 15, 2026, and the remaining shares underlying the RSU shall vest in 11 equal quarterly installments thereafter, subject to the Reporting Person's continuous employment with the Issuer on each such date.
Signature
/s/ Larissa Schwartz, attorney-in-fact of the Reporting Person|2026-03-27