Addison Jonathan James 4

4 · Okta, Inc. · Filed Mar 17, 2026

AI-generated summary of this filing

Updated Mar 17, 2026

Okta (OKTA) CRO Jonathan Addison: RSUs Vested; Shares Withheld for Taxes

What Happened

Jonathan Addison, Chief Revenue Officer of Okta (OKTA), had restricted stock units (RSUs) fully vest on March 15, 2026. The filing shows a total of 28,248 RSUs converting to shares. Of those, 12,291 shares were reported as acquired on conversion (transaction code M) and 15,957 shares were surrendered/withheld to satisfy tax withholding obligations (transaction code F). All reported transactions show $0 exercise price or cash proceeds.

Key Details

Transaction date: March 15, 2026; Form 4 filed March 17, 2026 (timely filing).
Total shares vested/converted: 28,248.
Shares acquired on conversion (M): 12,291.
Shares withheld/disposed for tax liability (F): 15,957.
Reported price/exercise amount: $0 for all entries.
Footnotes: RSUs represent the right to one share each and the applicable RSU awards fully vested on March 15, 2026; earlier vesting schedule details are noted in the filing (initial 8.33% tranches and subsequent quarterly vesting for prior awards).
No open-market purchase or sale proceeds reported; transactions reflect award settlement and tax withholding rather than a discretionary sale or purchase.

Context

These entries document RSU vesting and net settlement (routine compensation events). Transaction codes: M = conversion/exercise of derivative (RSU settlement), F = shares withheld/used to pay taxes. Such withholding to cover taxes is common and does not necessarily indicate the insider is buying or selling stock as a market signal.

Form 4

Period: 2026-03-15

Chief Revenue Officer

Transactions

Tax Payment
Class A Common Stock
2026-03-15−9,365→ 21,969 total
Exercise/Conversion
Class A Common Stock
2026-03-15+849→ 22,818 total
Tax Payment
Class A Common Stock
2026-03-15−477→ 22,341 total
Exercise/Conversion
Class A Common Stock
2026-03-15+3,318→ 25,659 total
Tax Payment
Class A Common Stock
2026-03-15−1,832→ 23,827 total
Exercise/Conversion
Class A Common Stock
2026-03-15+3,591→ 27,418 total
Tax Payment
Class A Common Stock
2026-03-15−1,940→ 25,478 total
Exercise/Conversion
Class A Common Stock
2026-03-15+1,453→ 26,931 total
Tax Payment
Class A Common Stock
2026-03-15−775→ 26,156 total
Exercise/Conversion
Class A Common Stock
2026-03-15+3,080→ 29,236 total
Tax Payment
Class A Common Stock
2026-03-15−1,568→ 27,668 total
Exercise/Conversion
Restricted Stock Units
[F1][F2]
2026-03-15−849→ 0 total
→ Class A Common Stock (849 underlying)
Exercise/Conversion
Restricted Stock Units
[F1][F2]
2026-03-15−3,318→ 0 total
→ Class A Common Stock (3,318 underlying)
Exercise/Conversion
Restricted Stock Units
[F1][F3]
2026-03-15−3,591→ 10,773 total
→ Class A Common Stock (3,591 underlying)
Exercise/Conversion
Restricted Stock Units
[F1][F4]
2026-03-15−1,453→ 5,810 total
→ Class A Common Stock (1,453 underlying)
Exercise/Conversion
Restricted Stock Units
[F1][F5]
2026-03-15−3,080→ 24,640 total
→ Class A Common Stock (3,080 underlying)

Footnotes (5)

[F1]Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.
[F2]The shares underlying the RSU fully vested on March 15, 2026.
[F3]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.
[F4]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.
[F5]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.

Signature

/s/ Larissa Schwartz, attorney-in-fact of the Reporting Person|2026-03-17

1 file