Asana, Inc. filings document the formal disclosures of a public software company built around a cloud-based work management platform and subscription revenue model. Its Form 8-K reports cover operating and financial results, guidance updates, capital actions involving Class A common stock, leadership transitions, compensation arrangements, and material events affecting expenses or assets.
Asana proxy materials address board composition, director elections, executive compensation, equity awards, shareholder voting matters, and governance changes such as board refreshment and lead independent director succession. The filing record also includes disclosures on incentive compensation plans, share repurchase authorization mechanics, and risk-related accounting matters such as impairment charges tied to leased office space.
Asana, Inc. reported a leadership change in its finance organization. On July 13, 2026, Veronica Sosa tendered her resignation as Chief Accounting Officer and Principal Accounting Officer, with her resignation to be effective as of August 7, 2026. She is expected to continue serving in both roles through that effective date, supporting continuity in the company’s accounting function during the transition.
The company states there were no disagreements between Ms. Sosa and Asana, and that her departure is not related to the company’s operations, policies, or practices, nor to any accounting policies or practices. The filing does not describe a successor but formally records this upcoming change in a key financial reporting role.
Asana, Inc. director Justin Rosenstein reported a bona fide gift of 2,700,000 shares of Class A Common Stock to Fidelity Investments Charitable Gift Fund at no price per share. After this donation, he directly holds 532,776 Class A shares. The footnotes state he does not exercise voting or investment control over Fidelity Investments Charitable Gift Fund or the donated shares and has no pecuniary interest in shares held by the fund.
Asana, Inc. director and CEO Daniel Mark Rogers reported an open-market sale of 13,790 shares of Class A Common Stock. The shares were sold at a weighted average price of $6.895 per share, in multiple trades between $6.73 and $7.00.
After this transaction, he directly holds 1,891,990 Asana shares. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on March 31, 2026, indicating it was scheduled in advance rather than timed discretionarily.
Dan Rogers filed a Form 144 proposing sale of securities linked to ASAN. The filing lists 13,790 shares associated with Restricted Stock Units dated 06/20/2026 and records prior sales of 26,975 shares on 06/22/2026 for $179,626.53.
The notice names Morgan Stanley Smith Barney LLC as broker/dealer at 1 New York Plaza and identifies the securities class as Common. This is a routine Section 144 notice of proposed sale under broker-assisted distribution.
Asana, Inc. General Counsel and Corporate Secretary Katie Marie Colendich reported an open-market sale of Class A Common Stock. She sold 5,242 shares at a price of $6.685 per share. After this transaction, she directly holds 176,598 shares of Asana Class A Common Stock.
Asana, Inc. Chief Financial Officer Aziz Megji reported an open-market sale of 13,239 shares of Class A common stock at a weighted average price of $6.7287 per share. After this transaction, he directly holds 765,389 shares. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on March 23, 2026.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice reporting proposed sales of Common Stock by an issuer-related holder. The filing lists restricted stock dated 06/20/2026 and two recent sale events by Katie Colendich on 06/22/2026 (7,647 shares) and 06/24/2026 (8,337 shares).
The notice names the broker-dealer Morgan Stanley Smith Barney LLC at 1 New York Plaza and indicates the securities are Common stock intended for NYSE trading. The filing records share counts and trade dates but does not state prices or proceeds.
Asana, Inc. General Counsel and Corporate Secretary Katie Marie Colendich reported selling a total of 15,984 shares of Class A common stock in two open-market transactions. She sold 8,337 shares at a weighted average price of $6.742 per share and 7,647 shares at a weighted average price of $6.659 per share.
The filing notes that at least one of these sales was required to cover tax obligations arising from the vesting and settlement of restricted stock units, and that the sales were made under a Rule 10b5-1 trading plan. Following the transactions, she continues to hold 181,840 shares directly.
Asana, Inc. Chief Accounting Officer Veronica Sosa reported an open-market sale of 11,378 shares of Class A common stock at $6.659 per share. According to the footnote, this sale was required under the company’s sell-to-cover policy to satisfy tax obligations from vesting RSUs.
After the transaction, Sosa directly holds 62,344 Asana shares, indicating she retains a substantial equity position despite the tax-related sale.
Asana, Inc. Chief Financial Officer Aziz Megji reported selling a total of 31,696 shares of Class A common stock in open-market transactions. The sales comprised 6,089 shares at a weighted average price of $6.6471 per share and 25,607 shares at $6.6590 per share.
According to the footnotes, these transactions were carried out under the company’s policy requiring sell-to-cover trades to satisfy tax obligations from the vesting and settlement of Restricted Stock Units. The sales were also executed pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on March 23, 2026.