Jeff Epstein
CIK 1228718 · CFO and Executive VP-Ops · last filed 2026-06-22
Jeff Epstein is a CFO and Executive VP-Ops who has filed 125 SEC Form 4 insider transactions across 12 companies since 2007. The most recent filing, for OKTA, was dated Jun 22, 2026. Across all open-market trades the lifetime net is −$28.1M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $32.6M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$32.57M
12
125
-$28.12M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| OKTA | Director | 12,811 | $139.59 | $1.79M | $0 | 11 | 2026-06-22 |
| ADSK | Director | 2,865 | $234.25 | $671.1K | $0 | 2 | 2026-06-22 |
| TWLO | Director | 66,386 | $190.66 | $12.66M | $0 | 25 | 2026-06-17 |
| AVPT | Director | 1,184,128 | $12.75 | $15.10M | $0 | 1 | 2026-06-03 |
| Couchbase, Inc. (BASE) Delisted | Director | 0 | $24.51 | $0 | -$1.41M | 10 | 2025-09-24 |
| AvePoint, Inc. (AVPTW) Delisted | Director | 1,167,635 | $5.15 | $6.01M | -$9.38M | 9 | 2025-06-24 |
| Poshmark, Inc. (POSH) Delisted | Director | 2,083 | $17.90 | $37.3K | $0 | 4 | 2022-06-14 |
| SSTK | Director | 28,890 | $5.34 | $154.3K | $100.0K | 8 | 2020-06-08 |
| PCLN | Director | 8,257 | $29.16 | $240.7K | -$17.53M | 36 | 2019-06-07 |
| ORCL | CFO and Executive VP-Ops | 6,202 | $127.58 | $791.2K | $96.9K | 8 | 2010-10-25 |
| Stagwell Inc (MDCA) Delisted | Director | 8,000 | $5.42 | $43.4K | $0 | 1 | 2008-05-01 |
| AD | Exe. Vice President and CFO | 33,498 | $34.96 | $1.17M | $0 | 1 | 2007-02-01 |
Recent Filings
125 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-06-22 | OKTA | Exer (M) | +2,487 | $0 | EDGAR |
| 2026-06-22 | ADSK | Grant (A) | +2,019 | $0 | EDGAR |
| 2026-06-17 | TWLO | Grant (A) | +540 | $0 | EDGAR |
| 2026-06-03 | AVPT | Grant (A) | +16,493 | $190.0K | EDGAR |
| 2026-03-17 | TWLO | Grant (A) | +951 | $0 | EDGAR |
| 2025-12-17 | TWLO | Grant (A) | +885 | $0 | EDGAR |
| 2025-09-24 | Couchbase, Inc. (BASE) Delisted | Disp (D) | −89,361 | $0 | EDGAR |
| 2025-09-17 | TWLO | Grant (A) | +1,077 | $0 | EDGAR |
| 2025-06-24 | OKTA | Mixed | +2,832 | $0 | EDGAR |
| 2025-06-24 | AvePoint, Inc. (AVPTW) Delisted | Grant (A) | +9,744 | $175.0K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.