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 ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 8,782,856 shares of Asana common stock, representing 5.41% of the class as reported with an ownership date of 03/31/2026. The filing shows sole voting power for 76,016 shares and sole dispositive power over 8,782,856 shares. The filing states these shares include holdings for Vanguard funds and managed accounts controlled or advised by Vanguard affiliates, per SEC Release No. 34-39538. The report was signed on 04/28/2026.
Asana, Inc. is calling a virtual 2026 annual stockholder meeting on June 8, 2026 at 2:00 p.m. Pacific Time to vote on three key items. Stockholders will elect three Class III directors (Krista Anderson‑Copperman, Sydney Carey, and CEO Dan Rogers) to terms ending at the 2029 meeting, ratify PricewaterhouseCoopers LLP as auditor for the fiscal year ending January 31, 2027, and cast a non‑binding advisory vote on named executive officer pay for the fiscal year ended January 31, 2026.
The company has a dual‑class structure with 167,823,036 Class A shares carrying one vote each and 69,540,280 Class B shares carrying 10 votes each, voting together as a single class. Three long‑tenured directors (Adam D’Angelo, Matthew Cohler, and Lead Independent Director Lorrie Norrington) will depart after the meeting, shrinking the Board from ten to seven members, with Anderson‑Copperman becoming Lead Independent Director. The proxy also outlines NYSE and LTSE independence determinations, detailed committee charters, and a non‑employee director pay program combining cash retainers and RSU grants.
Asana, Inc. announced that three long-serving directors — Matt Cohler, Adam D’Angelo, and Lorrie Norrington — have submitted resignations effective at the 2026 Annual Meeting of Stockholders on June 8, 2026. The company describes these departures as part of an orderly Board refreshment process.
The filing states there were no disagreements with the company on operations, policies, or accounting matters. Following the resignations, the Board size will decrease from ten to seven directors. The Board has appointed Krista Anderson-Copperman to become Lead Independent Director at the conclusion of the 2026 Annual Meeting.
Asana director Justin Rosenstein converted 6,350,000 shares of Class B Common Stock into 6,350,000 shares of Class A Common Stock and then made a bona fide gift of those Class A shares to Fidelity Investments Charitable Gift Fund. The filing notes he does not have voting, investment control or pecuniary interest over the donated shares. After these transactions, he directly holds 3,210,398 shares of Class A Common Stock and also has indirect interests in Class B shares held by the Justin Rosenstein Trusts, each share of Class B being convertible into one share of Class A with no expiration date.
Asana, Inc. Chief Financial Officer Megji Aziz reported an open-market sale of 30,650 shares of Class A Common Stock on March 27, 2026 at an average price of $6.1033 per share. The transaction was executed pursuant to a Rule 10b5-1 trading plan adopted on March 14, 2025. Following this sale, Aziz directly holds 224,549 Asana shares, indicating she retains a substantial equity position in the company.
Asana, Inc. Chief Financial Officer Aziz Megji reported his initial beneficial ownership of the company’s Class A Common Stock. Following this reporting, he holds 255,199 shares directly, including 150,662 restricted stock units (RSUs).
The RSUs represent the right to receive the same number of Class A shares upon settlement. Of these, 89,773 RSUs vest in four equal quarterly installments starting on June 20, 2026, 15,699 RSUs vest on December 20, 2026, and 45,190 RSUs vest in four equal quarterly installments starting on June 20, 2027, in each case subject to his continued service.
Asana, Inc.’s General Counsel and Corporate Secretary Katie Marie Colendich reported open‑market sales of Class A common stock totaling 6,515 shares across two days. She sold 1,500 shares at an average price of $6.3901 on March 24 and 5,015 shares at $6.42 on March 25. Following these transactions, she directly holds 99,624 Class A shares. The filing notes the sales were executed under a pre‑arranged Rule 10b5‑1 trading plan adopted on June 27, 2025.
The Vanguard Group filed Amendment No. 4 to a Schedule 13G/A reporting ownership of 0 shares of Asana Inc. common stock. The amendment explains an internal realignment effective January 12, 2026 that disaggregated certain subsidiaries' holdings from The Vanguard Group.
The filing states Vanguard and related accounts have no sole or shared voting or dispositive power over Asana shares and that no other single person holds more than 5% of the class according to the disclosure.