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OKTAOkta, Inc. · Insider ownership research

Okta, Inc. insiders sold $58.2M in the past 12 months. How much of their stake is that?

Insiders sold $58.2M in the past 12 months.100% was sold under disclosed trading plans. The largest seller, Todd McKinnon (Chief Executive Officer, Director), sold $21.5M.Share-of-stake figures for this company are being verified and will be added when that check is finished. Why

Updated Oct 13, 2026 from SEC filings · covers Oct 14, 2025 to Oct 13, 2026
1
buyer among officers and directors (2 trades), past 12 months
100%
of sales were under disclosed trading plans, past 12 months
7 of 21
officers and directors sold shares, past 12 months
Is this normal? Less than usual: about half of the 5-year average. 7 insiders sold; the average is 8 a year. Year by year
Latest filing: Filed Oct 9 for a sale from Oct 7 to Oct 8. Shibu Ninan sold 15K shares ($3.2M) under a disclosed plan. Filing
SEC ownership filings: 85 filed in the 12 months to Oct 13, 2026; 731 on record since Apr 6, 2017 · See the evidence

What stands out

David Schellhase bought 3.7K shares for $267K, first on Apr 16, 2026. These are the first purchases by current officers or directors in the filings on record.Purchase, Apr 16, 2026

A share of stake is shown for 0 of the 7 officers and directors who sold. 21 are left out

i
Left out: Benjamin Horowitz, Jacques Kerrest, Brett Tighe, Todd McKinnon, Larissa Schwartz, Michael Stankey, Mary Wilderotter, Shibu Ninan, Rebecca Saeger, Shellye Archambeau, Robert Dixon Jr., Jeff Epstein, Emilie Choi, Eric Kelleher, Jonathan Addison, Anthony Bates, David Schellhase, Robert Bernshteyn, Paul Sagan, Scott Morgan and Helen Riley (share of stake is being verified).
Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Their share of stake is being verified and is not shown yet; amounts and trading plans are below.

Todd McKinnon
Chief Executive Officer, Director
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$21.5MDisclosed plan
Brett Tighe
Chief Financial Officer
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$21.4MDisclosed plan
Larissa Schwartz
Chief Legal Officer and Corporate Secretary
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$5.3MDisclosed plan
Eric Kelleher
President and Chief Operating Officer
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$4.6MDisclosed plan
Shibu Ninan
Chief Accounting Officer
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$3.3MDisclosed plan
All 7 sellers

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planOne dollar scale for every month; the tallest bar is labeled
OctNov 2025: $112K under a disclosed planNovDec 2025: $1.9M under a disclosed planDecJan 2026: $1.4M under a disclosed planJanFeb 2026: $153K under a disclosed planFebMar 2026: $4.2M under a disclosed planMarApr 2026: $701K under a disclosed planAprMay 2026: $707K under a disclosed planMayJun 2026: $11.7M under a disclosed planJunJul 2026: $10.1M under a disclosed planJulAugSep 2026: $23.9M under a disclosed plan$23.9MSepOct 2026: $3.2M under a disclosed planOct

Recent activity

Past 30 days, Sep 14, 2026 to Oct 13, 2026
Oct 8, 2026Shibu Ninan sold 2K shares ($440K) under a disclosed trading plan.
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Shibu Ninan
Chief Accounting Officer
2,002$220.00n/an/aOct 8, 2026Oct 9, 2026
Oct 7, 2026Shibu Ninan sold 13K shares ($2.8M) under a disclosed trading plan.
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Shibu Ninan
Chief Accounting Officer
12,675$217.45n/an/aOct 7, 2026Oct 9, 2026
Sep 22, 2026Todd McKinnon sold 49K shares ($9.4M) under a disclosed trading plan.
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Todd McKinnon
Chief Executive Officer, Director
48,822$193.48n/an/aSep 22, 2026Sep 24, 2026
Sep 18, 2026Eric Kelleher sold 6.4K shares ($1.2M) under a disclosed trading plan.
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Eric Kelleher
President and Chief Operating Officer
6,395$183.58n/an/aSep 18, 2026Sep 22, 2026
Sep 15, 20265 executives had 33K shares withheld by the company for taxes (not a market sale). 67K shares came in from vesting or option exercises the same day, so their combined holdings rose by 34K net.
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Todd McKinnon
Chief Executive Officer, Director
10,711n/an/an/aSep 15, 2026Sep 17, 2026
Eric Kelleher
President and Chief Operating Officer
8,285n/an/an/aSep 15, 2026Sep 17, 2026
Jonathan Addison
Chief Revenue Officer
6,607n/an/an/aSep 15, 2026Sep 17, 2026
Brett Tighe
Chief Financial Officer
4,729n/an/an/aSep 15, 2026Sep 17, 2026
Shibu Ninan
Chief Accounting Officer
2,366n/an/an/aSep 15, 2026Sep 17, 2026

"% of total stake" is the shares in an event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings are not confirmed, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.

Outside holders, reported separately

Benjamin Horowitz reported no open-market sales in the past 12 months. Large shareholders and the funds or companies that board members represent are not part of management, so they are left out of the figures above.

Details

Common questions

Is the Okta, Inc. CEO selling stock?

Yes. Todd McKinnon sold 140K shares ($21.5M) in the past 12 months, all of it under a trading plan disclosed in the filings.

Why are Okta, Inc. insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 100% of sales by value ran under 10b5-1 trading plans disclosed in the filings. A trading plan schedules sales in advance.

Are any Okta, Inc. insiders buying?

Yes. 1 officer or director reported 2 purchases in the past 12 months (Form 4 code P; rows the filings describe as reinvested dividends, plan purchases, private deals or moves into the person's own trust are not counted).

The evidence

Who sold7 officers and directors: amount, % of holdings, trading plan
Who soldAmount% of holdingsTrading plan
Todd McKinnon
Chief Executive Officer, Director
$21.5M
140K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Brett Tighe
Chief Financial Officer
$21.4M
155K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Larissa Schwartz
Chief Legal Officer and Corporate Secretary
$5.3M
48K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Eric Kelleher
President and Chief Operating Officer
$4.6M
43K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Shibu Ninan
Chief Accounting Officer
$3.3M
16K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Jonathan Addison
Chief Revenue Officer
$1.8M
23K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Shellye Archambeau
Director
$213K
2.5K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan

Board members representing outside shareholders, reported separately: Benjamin Horowitz. Details

The full ownership picture0 of 21 officers and directors confirmed

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

InsiderHeld Oct 13, 2025SoldHeld Oct 13, 2026Still held
Benjamin Horowitz
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Benjamin Horowitz are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Benjamin Horowitz

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Benjamin Horowitz are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Jacques Kerrest
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for Jacques Kerrest are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Jacques Kerrest

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jacques Kerrest are complete; balances and unit counts will be added when the check is finished.

−96Kgifted (net of own trusts)
−478withheld by the company for taxes

Stock options (not counted as shares):

Options heldStrike priceExpiresIntrinsic value (estimate)
114,000$39.21Mar 21, 2028$20.6M
71,547$82.16Mar 24, 2029$9.9M
41,673$142.47Apr 14, 2030$3.2M
13,263$274.96Apr 21, 2031$0
26,527$274.96Apr 21, 2031$0

Estimate: options held × ($220.00 − strike price), using the most recent insider trade price on Form 4 (Oct 8, 2026), not a market close.

Brett Tighe
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Brett Tighe are complete.
Chief Financial Officer
n/a−155Kn/an/a
Vesting, gifts, unvested awards and holding lines for Brett Tighe

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Brett Tighe are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
−49Kwithheld by the company for taxes
Todd McKinnon
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for Todd McKinnon are complete.
Chief Executive Officer, Director
n/a−140Kn/an/a
Vesting, gifts, unvested awards and holding lines for Todd McKinnon

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Todd McKinnon are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
−142Kwithheld by the company for taxes

Stock options (not counted as shares):

Options heldStrike priceExpiresIntrinsic value (estimate)
32,251$82.16Mar 24, 2029$4.4M
48,372$142.47Apr 14, 2030$3.8M
63,667$274.96Apr 21, 2031$0
127,334$274.96Apr 21, 2031$0

Estimate: options held × ($220.00 − strike price), using the most recent insider trade price on Form 4 (Oct 8, 2026), not a market close.

Larissa Schwartz
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Larissa Schwartz are complete.
Chief Legal Officer and Corporate Secretary
n/a−48Kn/an/a
Vesting, gifts, unvested awards and holding lines for Larissa Schwartz

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Larissa Schwartz are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
−37Kwithheld by the company for taxes
Michael Stankey
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Michael Stankey are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Michael Stankey

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Michael Stankey are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Mary Wilderotter
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Mary Wilderotter are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Mary Wilderotter

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Mary Wilderotter are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Shibu Ninan
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Shibu Ninan are complete.
Chief Accounting Officer
n/a−16Kn/an/a
Vesting, gifts, unvested awards and holding lines for Shibu Ninan

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Shibu Ninan are complete; balances and unit counts will be added when the check is finished.

−2.5Kgifted (net of own trusts)
−13Kwithheld by the company for taxes
Rebecca Saeger
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Rebecca Saeger are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Rebecca Saeger

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Rebecca Saeger are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Shellye Archambeau
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Shellye Archambeau are complete.
Director
n/a−2.5Kn/an/a
Vesting, gifts, unvested awards and holding lines for Shellye Archambeau

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Shellye Archambeau are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Robert Dixon Jr.
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Robert Dixon Jr. are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Robert Dixon Jr.

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Robert Dixon Jr. are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Jeff Epstein
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Jeff Epstein are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Jeff Epstein

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jeff Epstein are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Emilie Choi
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Emilie Choi are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Emilie Choi

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Emilie Choi are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Eric Kelleher
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Eric Kelleher are complete.
President and Chief Operating Officer
n/a−43Kn/an/a
Vesting, gifts, unvested awards and holding lines for Eric Kelleher

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Eric Kelleher are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
−49Kwithheld by the company for taxes

Stock options (not counted as shares):

Options heldStrike priceExpiresIntrinsic value (estimate)
2,955$211.86Sep 20, 2030$24K
6,792$274.96Apr 21, 2031$0
12,587$255.38Sep 22, 2031$0

Estimate: options held × ($220.00 − strike price), using the most recent insider trade price on Form 4 (Oct 8, 2026), not a market close.

Jonathan Addison
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Jonathan Addison are complete.
Chief Revenue Officer
n/a−23Kn/an/a
Vesting, gifts, unvested awards and holding lines for Jonathan Addison

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jonathan Addison are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
−36Kwithheld by the company for taxes
Anthony Bates
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Anthony Bates are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Anthony Bates

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Anthony Bates are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
David Schellhase
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for David Schellhase are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for David Schellhase

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for David Schellhase are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Robert Bernshteyn
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Robert Bernshteyn are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Robert Bernshteyn

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Robert Bernshteyn are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Paul Sagan
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Paul Sagan are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Paul Sagan

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Paul Sagan are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Scott Morgan
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Scott Morgan are complete.
Chief Legal Officer
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Scott Morgan

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Scott Morgan are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Helen Riley
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Helen Riley are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Helen Riley

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Helen Riley are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Holdings and share of stake for Okta, Inc. are being verified, so no balances, unit counts or percentages are shown. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings.

What explains the selling$58.2M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $58.2M across 428,289 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

Taxes

326,989 shares ($0) were withheld by the company for taxes, which isn't a market sale.

Purchases · 1 buyer (2 trades)

1 officer or director bought shares in this period, in 2 trades(Form 4 code P, leaving out rows the filings describe as reinvested dividends, plan purchases, private deals or moves into the person's own trust). Across all their filings on record there are 2 purchase trades.

Charitable gifts · 96K shares

Gifts the filings describe as charitable. Gifts are not sales and are not included in the sale totals.

SellerShares soldProceedsUnder a disclosed planShare of totalSales dates
Todd McKinnon
Chief Executive Officer, Director
140K$21.5M100%37%Dec 22, 2025 to Sep 22, 2026
Brett Tighe
Chief Financial Officer
155K$21.4M100%37%Jan 13, 2026 to Sep 2, 2026
Larissa Schwartz
Chief Legal Officer and Corporate Secretary
48K$5.3M100%9%Nov 11, 2025 to Jun 22, 2026
Eric Kelleher
President and Chief Operating Officer
43K$4.6M100%8%Dec 18, 2025 to Sep 18, 2026
Shibu Ninan
Chief Accounting Officer
16K$3.3M100%6%Jan 13, 2026 to Oct 8, 2026
Jonathan Addison
Chief Revenue Officer
23K$1.8M100%3%Mar 25, 2026 to Mar 25, 2026
Shellye Archambeau
Director
2.5K$213K100%0.4%May 18, 2026 to May 18, 2026

Sales by month

MonthSale proceedsDisclosed planTo cover taxesNo plan disclosed
Oct 2025$0$0$0$0
Nov 2025$112K$112K$0$0
Dec 2025$1.9M$1.9M$0$0
Jan 2026$1.4M$1.4M$0$0
Feb 2026$153K$153K$0$0
Mar 2026$4.2M$4.2M$0$0
Apr 2026$701K$701K$0$0
May 2026$707K$707K$0$0
Jun 2026$11.7M$11.7M$0$0
Jul 2026$10.1M$10.1M$0$0
Aug 2026$0$0$0$0
Sep 2026$23.9M$23.9M$0$0
Oct 2026$3.2M$3.2M$0$0
Board members representing outside shareholders (1)Listed and sourced; not part of the management totals or the answer line

Directors whose reported holdings sit mostly in an investment fund or a corporate shareholder they represent, not in their own name, with beneficial ownership disclaimed except for their own financial interest. Listed and sourced here; not part of the management totals or the answer line. Shares a fund hands to its own investors are distributions, not sales.

Board memberHeld Oct 13, 2025SoldHeld Oct 13, 2026Still held
Benjamin Horowitz
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Benjamin Horowitz are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Benjamin Horowitz

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Benjamin Horowitz are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Is this normal? Selling year by year5 earlier years to compare with

Less than usual: about half of the 5-year average. 7 insiders sold; the average is 8 a year.

12 months endingShares soldInsiders who soldProceeds
Oct 13, 2026
Latest 12 months
428K7$58.2M
Oct 13, 2025
1 year earlier
2.23M6$206M
Oct 13, 2024
2 years earlier
635K6$55.2M
Oct 14, 2023
3 years earlier
72K7$5.0M
Oct 14, 2022
4 years earlier
160K7$24.4M
Oct 14, 2021
5 years earlier
882K12$217M

Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.

Known gaps and uncertainty21 officers and directors not confirmed

Holdings and share of stake are being verified. Balances, unit counts and every share-of-stake figure for Okta, Inc. are held back until that check is finished. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings and are complete.

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology731 filings on record, 85 filed in the 12-month period, and how we read them

All 731 Forms 3, 4 and 5 on record for Okta, Inc. (SEC CIK 1660134), filed from Apr 6, 2017 to Oct 9, 2026; 85 of them were filed in the 12 months this page covers, retrieved from SEC EDGAR on Oct 13, 2026. Prices are the ones reported in each filing, often weighted averages.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (13)No filing in 18 months; last reported balances, not in any total

Spotted something wrong on this page? Report an error. We check every report against the SEC filing and list what we fix in the corrections log.