Okta, Inc.

Current directors and officers who also hold a role at another S&P 500 company.

• Jeff EpsteinADSK · DirectorTWLO · Director
• Shellye L. ArchambeauROP · DirectorVZ · Director
• Emilie ChoiCOIN · Officer
• Robert BernshteynPTC · Director
• Robert L. Dixon, Jr.ELV · Director

Latest Schedule 13D/13G filing per holder. Holders that reported falling below 5% are not shown. Index funds usually report once a year.

No 5% holder filings parsed yet for this company.

Open-market purchases and sales reported on Form 4. Grants, option exercises and tax withholding are excluded.

Every 8-K with Item 5.02 (departure, election or appointment of directors and officers). The text is the first paragraph of the item.

1. Sep 18, 2026

   Departure of Director; Appointment of New Director On September 14, 2026 , Emilie Choi, a Class I director of the Board of Directors (the “Board”) of Okta, Inc. (the “Company”), provided notice that she would resign from the Board, effective that day. Ms. Choi’s resignation is not the result of disagreement with the Company on any matters relating to its operations, policies or practices. The Board expresses its appreciation for Ms. Choi’s service to the Company and her invaluable contributions to the Board. Additionally, on September 17, 2026, the Board, upon the recommendation of its Compensation and Corporate Governance Committee, appointed Helen Riley as an independent director of the Company, effective September 18, 2026. The Board appointed Ms.

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2. Jun 23, 2026

   On June 18, 2026, at the 2026 annual meeting of stockholders (the “Annual Meeting”) of Okta, Inc. (the “Company”), the Company’s stockholders approved an amendment (the “Amendment”) to the Okta, Inc. 2017 Equity Incentive Plan (the “2017 Equity Incentive Plan”). The Company’s Board of Directors (the “Board”) previously approved the Amendment, which became effective immediately following stockholder approval. The key features of the Amendment, as approved, include: • removal of the termination date, such that the 2017 Equity Incentive Plan will continue until terminated by the Board; • removal of the existing “evergreen” provision that provided for automatic annual increases to the shares of Class A common stock reserved for issuance; and • removal of liberal share recycling for stock options and stock appreciation rights.

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3. Apr 22, 2026

   On April 22, 2026, Okta, Inc. (the “Company”) announced that Larissa Schwartz intends to leave her role as Chief Legal Officer and Corporate Secretary effective as of July 31, 2026. In connection with Ms. Schwartz’s expected departure, the Company and Ms. Schwartz have entered into a transition and separation agreement dated April 21, 2026, pursuant to which she will (i) continue employment in her current role through July 31, 2026 and be paid her current annual base salary and (ii) thereafter continue employment as a senior advisor to the Company through January 31, 2027 and be paid a base salary of $21,483 per month. During her continued employment through January 31, 2027, Ms. Schwartz will also continue to be eligible for benefits and vest into Company equity awards in accordance with their terms. In addition, Ms.

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4. Mar 23, 2026

   Departure of Director On March 19, 2026, Jeff Epstein informed Okta, Inc. (the “Company”) that he would resign from the Board of Directors (the “Board”) of the Company, effective at the Company's 2026 annual meeting of stockholders currently planned to be held on June 18, 2026. Mr. Epstein’s departure is not the result of any disagreement with the Company. The Board expresses its appreciation for Mr. Epstein’s service to the Company and his invaluable contributions to the Board.

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5. Mar 11, 2026

   Departure of Director On March 5, 2026, Michael Stankey informed Okta, Inc. (the “Company”) of his resignation from the Board of Directors (the “Board”) of the Company. Mr. Stankey’s departure is not the result of any disagreement with the Company. The Board expresses its appreciation for Mr. Stankey’s service to the Company and his invaluable contributions to the Board.

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6. Dec 19, 2025

   Appointment of New Directors; Departure of Director On December 18, 2025, the Board of Directors (the “Board”) of Okta, Inc. (the “Company”), upon the recommendation of its Nominating and Corporate Governance Committee (the “Nominating Committee”), expanded the size of the Board from 10 to 11 directors and appointed Rob Bernshteyn and Paul Sagan as independent directors to the Board, effective December 19, 2025. Mr. Bernshteyn was appointed as a Class II director to serve until the Company’s 2028 Annual Meeting of Stockholders and Mr. Sagan was appointed as a Class I director to serve until the Company’s 2027 Annual Meeting of Stockholders, each to hold such office until his successor has been duly elected and qualified, or until his earlier death, resignation or removal. The Board appointed Mr. Bernshteyn to the Audit Committee and the Cybersecurity Risk Committee and appointed Mr.

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7. Aug 14, 2025

   Appointment of New Directors On August 11, 2025 , the Board of Directors (the “Board”) of Okta, Inc. (the “Company”), upon the recommendation of its Nominating and Corporate Governance Committee, expanded the size of the Board from eight to ten directors and appointed David Schellhase as an independent director and Mary Agnes (Maggie) Wilderotter as a non-independent director to the Board, effective August 13, 2025. Mr. Schellhase was appointed as a Class III director to serve until the Company’s 2026 Annual Meeting of Stockholders and Ms. Wilderotter was appointed as a Class II director to serve until the Company's 2028 Annual Meeting of Stockholders, each to hold such office until his or her successor has been duly elected and qualified, or until his or her earlier death, resignation or removal. The Board also appointed Mr.

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8. Jun 25, 2025

   Departure of Director On June 20, 2025, Benjamin Horowitz informed Okta, Inc. (the “Company”) that he would resign from the Board of Directors (the “Board”) of the Company, effective at the Company's 2025 annual meeting of stockholders on June 24, 2025 (the “Annual Meeting”). As a result of Mr. Horowitz’s resignation, the Board reduced its size from nine to eight directors. Mr. Horowitz’s departure is not the result of any disagreement with the Company. The Board expresses its appreciation for Mr. Horowitz’s service to the Company and his invaluable contributions to the Board.

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9. Feb 10, 2025

   Appointment of Principal Operating Officer On February 10, 2025, Okta, Inc. (the “Company”) announced that Eric Kelleher, age 53, became the Company’s President and Chief Operating Officer (“COO”) on February 1, 2025. In this position, he will serve as the Company’s principal operating officer. Mr. Kelleher previously served as the Company’s President, Customer Experience and Communication from February 2024 to January 2025, as Chief Customer Officer from October 2020 to January 2024, as Senior Vice President, Customer First from December 2019 to September 2020, and as Senior Vice President, Global Services from October 2016 to December 2019. Prior to joining the Company, Mr.

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10. Jun 24, 2024

    Appointment of New Director On June 20, 2024, the Board of Directors (the “Board”) of Okta, Inc. (the “Company”), upon the recommendation of the Board’s Nominating and Corporate Governance Committee, expanded the size of the Board to ten directors and appointed Anthony Bates to the Board as a Class III director, effective June 21, 2024. Mr. Bates will serve until the Company’s 2026 Annual Meeting of Stockholders or until his successor has been duly elected and qualified, or until his earlier death, resignation or removal. There is no arrangement or understanding between Mr. Bates and any other persons pursuant to which he was appointed as a director. Furthermore, there are no transactions between Mr. Bates and the Company that would be required to be reported under Item 404(a) of Regulation S-K. Mr.

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11. Aug 30, 2023

    On August 24, 2023, J. Frederic Kerrest, the Company’s Executive Vice Chairman, Chief Operating Officer and Co-founder, notified the Company that he will not return as an employee from his current sabbatical, which ends on October 31, 2023. Mr. Kerrest will continue to serve as a member of the Company’s board of directors as Vice Chairman. In connection with the foregoing, in lieu of receiving an initial RSU grant as a non-employee director, Mr. Kerrest has agreed to forfeit 76,549 stock options that are out of the money, and his outstanding RSUs and 5,963 stock options will vest in accordance with their original terms.

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12. Apr 28, 2023

    On April 25, 2023, Patrick Grady informed Okta, Inc. (the “Company”) that he will not stand for re-election to the Board of Directors of the Company (the “Board”) at the Company’s 2023 Annual Meeting of Stockholders (the “Annual Meeting”). Mr. Grady will continue to serve as a director until the expiration of his current term at the Annual Meeting. Mr. Grady’s departure is not the result of any disagreement with the Company. The Board expresses its appreciation for Mr. Grady’s service to the Company and his invaluable contributions to the Board.

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13. Mar 1, 2023

    On March 1, 2023, the Company announced that Jonathan Runyan is retiring from the role of General Counsel and Corporate Secretary effective as of March 3, 2023, following over eight years with the Company. In connection with Mr. Runyan’s resignation, the Company and Mr. Runyan have entered into a transition agreement dated February 27, 2023, pursuant to which he will serve the Company as an advisor through September 15, 2023. Under the transition agreement entered into with Mr. Runyan, he will continue employment as an advisor through September 15, 2023, and be paid his annual base salary, be eligible for benefits and vest into Company equity awards, in each case, at the rate in effect prior to his resignation. The Company also announced that Larissa Schwartz, age 51, will succeed Mr. Runyan and become the Company’s new Chief Legal Officer and Corporate Secretary on March 3, 2023. Ms.

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14. Nov 30, 2022

    On November 30, 2022, the Company announced that Susan St. Ledger, President, Worldwide Field Operations, intends to retire from her position with the Company effective as of January 31, 2023, the end of the Company’s fiscal year 2023. Pursuant to a Separation Agreement and Release, dated November 28, 2022, between the Company and Ms. St. Ledger (the “Agreement”), Ms. St. Ledger will cease being an executive officer and President, Worldwide Field Operations effective as of the end of the day on January 31, 2023, and beginning February 1, 2023 will remain a non-executive employee to provide such transition and advisory services as requested by the Company through the earlier of (i) September 30, 2023 (the “Separation Date”) and (ii) such earlier date as determined by the Company or Ms. St. Ledger. Ms. St.

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15. Aug 31, 2022

    On August 31, 2022, the Company announced that J. Frederic Kerrest, the Company’s Executive Vice Chairman, Chief Operating Officer and Co-founder intends to take a sabbatical. During the sabbatical, Mr. Kerrest will remain an at-will employee of the Company but will not fulfill any of his regular duties as an employee. The sabbatical will begin November 1, 2022 and continue through October 31, 2023. Mr. Kerrest will remain Executive Vice Chairman and continue to serve as a member of the Company’s board of directors. The Company has entered into a sabbatical letter agreement with Mr. Kerrest. Under the terms of the sabbatical letter agreement, Mr. Kerrest will not be paid his base salary during the term of the sabbatical. Mr.

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Proxy statements (DEF 14A): 2026 · 2025 · 2024 · 2023 · 2022 · 2021

From the company's 10-K XBRL data (SEC companyfacts).

People who stopped filing as an insider of this company. “Last filing” is the last Form 3/4/5, an upper bound on when they left.