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8-K ·Filed Sep 18, 2026

OKTA

Okta, Inc.
NEUTRAL
Impact 2/10
Horizonmonths Processed1mo ago SEC0001660134-26-000072
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Routine board refresh with no financial or strategic implications. Monitor next quarterly earnings for any commentary on AI/identity strategy, which Riley's background may influence over time.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
OKTA ▼ -0.73% at T+20d
NEUTRAL call -0.73% · α vs SPY +0.18% · entry $191.33 → $189.93
Next anchor: T+60d in 7w
Latest observation: T+24 -0.90% FF3 residual α
Entry = T+0 close
Sep 18, 2026
via day close
T+1d
+2.76%
call +2.76% · α +2.78%
$196.62
settled 5w ago
T+5d
+5.67%
call +5.67% · α +6.69%
$202.18
settled 5w ago
T+20d
-0.73%
call -0.73% · α +0.18%
$189.93
settled 11d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

Okta announced the resignation of director Emilie Choi (effective Sept 14, 2026) and the appointment of Helen Riley as an independent Class I director and Audit Committee member, effective Sept 18, 2026. The filing is a routine board refresh with no operational or financial impact — Choi's departure was not due to any disagreement, and Riley brings relevant AI/tech experience from Alphabet/X.

Key Facts

  • Emilie Choi resigned as Class I director effective September 14, 2026; resignation not due to any disagreement with Okta.
  • Helen Riley appointed as independent Class I director effective September 18, 2026, and as a member of the Audit Committee.
  • Riley is CFO and COO at X (The Moonshot Factory), an Alphabet subsidiary, with prior senior finance roles at Google.
  • Riley will receive standard non-employee director compensation: $35,000 annual board retainer, $13,000 for Audit Committee service, and an initial grant of 2,907 RSUs vesting over three years.

Financial Impact

No material financial impact; standard director compensation of $48,000 annual cash retainer plus 2,907 RSUs.

Risk Factors

  • No material risks identified from this filing.

Investment Themes

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001660134-26-000072
Document: okta-09142026ex991.htm0001660134-26-000072
Document: 0001660134-26-000072-index-headers.html0001660134-26-000072
Document: 0001660134-26-000072-index.html0001660134-26-000072
Document: 0001660134-26-000072.txt0001660134-26-000072
14 reports for OKTA
Performance horizon
75% Hit rate @ T+20 3 of 4 directional calls Went positive at some point 3 of 5 best @ T+60▲ +76.27%Mar 4, 2026
Filters
Rows
Reports for OKTA — sortable, filterable
TypeNow
Oct 20, 2026
6d ago
Institutional Cluster
BULLISH ★ 4/10
$208.64awaiting T+20—$226.99 (+8.79%)
Oct 19, 2026
8d ago
PTAB Trial
NEUTRAL ★ 3/10
$194.02awaiting T+20—$226.99 (+16.99%)
Oct 7, 2026
19d ago
144
NEUTRAL ★ 2/10
$220.21awaiting T+20—$226.99 (+3.08%)
Sep 24, 2026
4w ago
Insider Cluster
NEUTRAL ★ 3/10
$195.19 $213.05▲ +9.15%▲ +10.63%$226.99 (+16.29%)
Sep 18, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$191.33 $189.93▼ −0.73%▲ +0.18%$226.99 (+18.64%)
Jun 23, 2026
17w ago
8-K
NEUTRAL ★ 3/10
$118.58 $136.69▲ +15.27%▲ +13.34%$226.99 (+91.42%)
May 28, 2026
21w ago
8-K
BULLISH ★ 6/10
$123.27 $131.31▲ +6.52%▲ +8.32%$226.99 (+84.14%)
May 7, 2026
24w ago
DEFA14A
NEUTRAL ★ 3/10
$83.85 $118.72▲ +41.58%▲ +41.56%$226.99 (+170.69%)
Mar 23, 2026
31w ago
8-K
NEUTRAL ★ 3/10
$80.69 $77.28▼ −4.23%▼ −11.65%$226.99 (+181.29%)
Mar 19, 2026
31w ago
Insider Cluster
NEUTRAL ★ 3/10
$80.71 $72.05▼ −10.73%▼ −18.35%$226.99 (+181.22%)
Showing 10 of 14

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Report published Sep 18, 2026