Welcome to our dedicated page for Asana SEC filings (Ticker: ASAN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Asana, Inc. (ASAN) SEC filings page on Stock Titan provides access to the company 27s official regulatory disclosures, sourced from the U.S. Securities and Exchange Commission 27s EDGAR system. As a publicly traded software publisher focused on work management for human and AI collaboration, Asana uses these filings to report financial results, governance decisions, and other material events to investors.
Asana files periodic reports that include detailed discussions of revenues, operating income or loss, net income or loss, cash flows, and key business metrics. The company also presents non-GAAP financial measures such as non-GAAP gross profit, operating income, operating margin, net income, net income per share, free cash flow, and adjusted free cash flow, along with explanations of adjustments for stock-based compensation, certain payroll taxes, non-cash expenses, restructuring-related costs, and foreign currency impacts.
Current reports on Form 8-K disclose events such as quarterly financial results, leadership changes, and significant corporate actions. Examples include the appointment of a new Chief Executive Officer, transitions in senior executive roles, the reporting of impairment charges related to office space, and the announcement of annual meeting voting results. These filings also reference exhibits like press releases and key agreements.
Investors can also use SEC filings to understand Asana 27s customer and retention metrics, including definitions of Core customers (those spending $5,000 or more on an annualized basis) and customers spending $100,000 or more, as well as dollar-based net retention rates across these segments. These disclosures provide insight into the company 27s subscription base and expansion dynamics.
On Stock Titan, Asana 27s filings are updated in near real time as new documents are posted to EDGAR. AI-powered summaries help explain the contents of lengthy filings, highlight important sections, and clarify the implications of items such as non-GAAP reconciliations, executive compensation arrangements, and shareholder voting outcomes. Users can quickly review 10-K and 10-Q reports when available, track 8-K events, and monitor exhibits related to leadership appointments and compensation structures.
This page also surfaces information relevant to insider and governance activity when reported in SEC documents, such as offer letters for executive officers and terms related to equity awards and severance protections. By combining raw filings with AI-generated insights, the ASAN filings page helps readers navigate Asana 27s regulatory history and better understand the company 27s financial reporting and corporate governance framework.
Asana (NYSE:ASAN) filed a Form 4 revealing that CEO, President & Chair Dustin Moskovitz executed two open-market purchases of Class A shares on 06/25-26/2025 under a Rule 10b5-1 plan.
- Shares acquired: 30,563 at $12.9984 and 57,192 at $12.9514, totaling 87,755 shares.
- Cash outlay: ≈$1.14 million.
- Ownership: Direct stake increases to 51,486,191 shares; an additional 4,147,046 shares are held indirectly via trust.
- Transactions coded “P”; no shares were sold.
The pre-scheduled purchases reduce available float and may indicate insider confidence, yet size is modest relative to his >55 million-share position. No other material disclosures.
Asana, Inc. (NYSE: ASAN) filed a Form 8-K announcing a leadership transition effective July 21, 2025. The Board has appointed Daniel (Dan) Rogers, age 48, as Chief Executive Officer and Class III director, expanding the Board to ten members. Rogers brings senior operating experience from LaunchDarkly (CEO), Rubrik (President), ServiceNow (CMO) and prior roles at Symantec, Salesforce, Amazon and Microsoft. Incumbent CEO and co-founder Dustin Moskovitz will retire from management duties and remain Chair and non-employee Class I director.
Compensation package. Rogers will receive (i) $650 k base salary, (ii) target annual bonus of $650 k (FY-2026 bonus guaranteed at target and prorated), (iii) $18.2 million in time-based RSUs and (iv) $16.8 million in performance-based PSUs. RSUs vest 40 % after one year and 7.5 % quarterly thereafter over two additional years. PSUs vest in three annual tranches tied 20 % to revenue growth and 80 % to relative total shareholder return; payout ranges from 0 % to 200 % of target based on percentile performance thresholds (25th, 50th, 75th). Performance periods are rolling four-quarter blocks that may not align with the fiscal calendar.
Severance & change-in-control terms. If terminated without cause outside a CIC window, Rogers receives one year of salary, pro-rated bonus, one year of health benefit payments, and pro-rated RSU vesting; unvested PSUs are forfeited. Within the CIC window (three months pre- to 18 months post-transaction) severance increases to 1.5× (salary + target bonus), 18 months of health benefits, full RSU acceleration and PSU acceleration at the greater of actual or target performance (if before the CIC close). Death or disability results in immediate 100 % RSU vesting and 12 months of continued health coverage.
Other disclosures. Rogers has no family relationships or related-party transactions under Item 404(a). The company will enter its standard indemnification agreement with him. A press release (Exhibit 99.1) dated June 25, 2025, communicates the transition.
Investor takeaway: Asana is shifting from founder-led to externally recruited leadership, aligning equity awards heavily with rTSR and revenue growth. The sizeable $35 million equity grant creates headline dilution but is structured for performance alignment. Founder Moskovitz remains Chair, preserving continuity while freeing operational leadership.
Eleanor B. Lacey, General Counsel and Corporate Secretary of Asana, reported two significant stock transactions:
- On June 20, 2025, sold 13,915 shares of Class A Common Stock at $13.167 per share in a sell-to-cover transaction to satisfy tax obligations related to RSU vesting
- On June 23, 2025, sold 13,760 shares at an average price of $12.9533 per share (range: $12.94-$13.05) pursuant to a Rule 10b5-1 trading plan established on March 12, 2025
Following these transactions, Lacey directly owns 559,293 shares of Asana Class A Common Stock. The second sale was executed under a pre-planned trading arrangement, demonstrating compliance with insider trading regulations. These transactions represent standard executive stock management practices for tax obligations and portfolio diversification.
Asana COO Anne Raimondi reported a significant insider transaction on June 20, 2025, involving the sale of 27,016 shares of Class A Common Stock at a price of $13.167 per share. Following the transaction, Raimondi maintains direct ownership of 889,936 shares of Asana stock.
The sale was executed as part of a mandatory sell-to-cover transaction to satisfy tax obligations related to the vesting and settlement of Restricted Stock Units (RSUs). This type of transaction is conducted in accordance with the company's policy and is a routine practice for handling tax liabilities associated with equity compensation.
Key Transaction Details:
- Transaction Type: Sale (S)
- Total Value: Approximately $355,660
- Ownership Type: Direct
- Filing Date: June 24, 2025
- Transaction Purpose: Tax obligation coverage
On 24 Jun 2025, Asana, Inc. (ASAN) filed a Form 4 disclosing a modest insider transaction by Chief Financial Officer Sonalee Elizabeth Parekh. On 20 Jun 2025, Parekh sold 4,230 Class A shares at an average price of $13.167, realizing roughly $55.7 thousand in gross proceeds. Following the sale, she continues to beneficially own 1,336,927 shares, a reduction of only about 0.32 % of her prior stake.
The transaction was executed under Asana’s mandatory “sell-to-cover” policy, which requires executives to sell shares upon RSU vesting to cover associated tax obligations. The filing cites no additional open-market sales, derivative activity, or use of a Rule 10b5-1 trading plan.
Because the disposition is small relative to the executive’s remaining holdings and is clearly linked to tax-withholding requirements, it is generally considered administrative rather than a discretionary insider exit. Investors may view the event as neutral but should watch upcoming Form 4s for larger or repeated discretionary sales that could alter insider-sentiment signals.
Asana, Inc. (ticker ASAN) filed a Form 144 indicating a proposed disposition of insider-held shares under Rule 144. The notice covers the sale of 13,760 common shares through broker Morgan Stanley Smith Barney on or about 23 June 2025 on the NYSE. The shares carry an aggregate market value of approximately $180,944, based on the price at the time of filing. With 155,760,507 shares outstanding, the transaction represents roughly 0.009 % of the company’s total common stock, indicating limited dilution or market-moving potential.
The filing also discloses that the same account holder (name not listed in the excerpt) previously sold 4,911 shares for gross proceeds of $73,085.01 on 24 March 2025. The securities being sold were acquired as Restricted Stock Units on 20 June 2025, with no cash consideration indicated, suggesting they stem from equity compensation. No adverse information about the issuer was acknowledged, and no details were provided on a Rule 10b5-1 trading plan. While insider sales can raise sentiment concerns, the amount is immaterial relative to Asana’s float and unlikely to affect corporate strategy or liquidity.