Okta Insider Larissa Schwartz Files Form 4 on March 23, 2026

Schwartz Larissa 4 Filing Summary
FieldDetail
CompanySchwartz Larissa
Form Type4
Filed DateMar 23, 2026
Risk Levellow
Pages3
Reading Time3 min
Sentimentneutral

Complexity: simple

Sentiment: neutral

Topics: insider-activity, form-4, ownership-change

Related Tickers: OKTA

TL;DR

**Okta insider Larissa Schwartz filed a Form 4, signaling a change in her stock ownership.**

AI Summary

This Form 4 filing, dated March 23, 2026, indicates that Larissa Schwartz, an insider at Okta, Inc., has filed a statement of changes in beneficial ownership of securities. While the filing itself doesn't detail specific transactions, it signals that an insider's holdings may have changed, which is important for investors as insider activity can sometimes hint at future company performance. For shareholders, monitoring these filings helps gauge insider confidence in Okta's stock.

Why It Matters

This filing signals potential changes in an insider's stake in Okta, which can be a leading indicator for the stock's future direction. Investors often watch insider transactions closely for clues about a company's health and prospects.

Risk Assessment

Risk Level: low — This filing is purely administrative, reporting a change in beneficial ownership, and does not inherently carry significant risk.

Analyst Insight

A smart investor would note this filing and then look for the specific transaction details within the full Form 4 document to understand if it was a buy, sell, or grant, and the size of the transaction, to assess insider sentiment.

Key Players & Entities

  • Schwartz Larissa (person) — Reporting insider for Okta, Inc.
  • Okta, Inc. (company) — The issuer of the securities
  • 0001968125 (person) — CIK for Schwartz Larissa
  • 0001660134 (company) — CIK for Okta, Inc.

FAQ

What is the purpose of this Form 4 filing by Larissa Schwartz?

This Form 4 is a 'Statement of changes in beneficial ownership of securities,' indicating that Larissa Schwartz, an insider at Okta, Inc., has reported a change in her ownership of the company's securities as of the period of report, March 19, 2026.

When was this Form 4 filed and accepted by the SEC?

The Form 4 was filed on March 23, 2026, and accepted by the SEC on the same day at 18:06:57.

Filing Stats: 777 words · 3 min read · ~3 pages · Grade level 8.1 · Accepted 2026-03-23 18:06:57

Filing Documents

From the Filing

SEC FORM 4 SEC Form 4 FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 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: 3235-0287 Estimated average burden hours per response: 0.5    Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).    Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10. 1. Name and Address of Reporting Person * Schwartz Larissa (Last) (First) (Middle) 100 FIRST STREET, SUITE 600 (Street) SAN FRANCISCO CALIFORNIA 94105 (City) (State) (Zip) UNITED STATES (Country) 2. Issuer Name and Ticker or Trading Symbol Okta, Inc. [ OKTA ] 5. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) See Remarks 2a. Foreign Trading Symbol 3. Date of Earliest Transaction (Month/Day/Year) 03/19/2026 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person 4. If Amendment, Date of Original Filed (Month/Day/Year) Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned 1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4) Code V Amount (A) or (D) Price Class A Common Stock 61,202 D Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4) Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares Restricted Stock Units (1) 03/19/2026 A 43,109 (2) (2) Class A Common Stock 43,109 $ 0 43,109 D Restricted Stock Units (1) (3) (3) Class A Common Stock 7,747 7,747 D Restricted Stock Units (1) (4) (4) Class A Common Stock 24,640 24,640 D Explanation of Responses: 1. Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. 2. 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. 3. 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. 4. 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. Remarks: Chief Legal Officer and Corporate Secretary /s/ Nathan Francis, attorney-in-fact of the Reporting Person 03/23/2026 ** 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 4 (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 4: SEC 1474 (03-26)

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