Datadog, Inc. SEC Filings

Datadog, Inc. director reported multiple open-market sales of Class A common stock on 11/13/2025, executed indirectly through the 2019 Shah Family Trust. The transactions, made under a pre-arranged Rule 10b5-1 trading plan dated June 14, 2024, involved several small blocks of shares sold at weighted-average prices ranging from $185.8100 to $190.0800. After the last reported priced sale, the trust continued to beneficially own 356,533 shares of Datadog Class A common stock, held indirectly with the reporting person disclaiming beneficial ownership beyond any pecuniary interest.

Datadog (DDOG) reported insider transactions by its Chief Technology Officer and director on 11/11/2025. The reporting person exercised 18,750 stock options at an exercise price of $10.74, converted 10,688 Class B shares into Class A, and sold Class A shares in multiple tranches pursuant to a Rule 10b5-1 plan.

Sales included 9,905 shares at a weighted-average price of $196.7772 and 29,407 shares at a weighted-average price of $197.6483, with additional tranches reported. Following the transactions, the filer directly owned 395,661 Class A shares and indirectly owned 169 Class A shares by trust. Class B shares are convertible 1:1 into Class A at any time.

Datadog (DDOG): Director insider sales disclosed. Matthew Jacobson, a director, reported open‑market sales of Class A common stock on 11/10/2025 and 11/11/2025 by affiliated funds ICONIQ Strategic Partners VI, L.P. and ICONIQ Strategic Partners VI‑B, L.P. Transactions included 61,608 and 90,760 shares at a weighted average price of $198.4338, with additional sales at weighted averages of $199.5981, $200.5623, $201.0687, and final sales at $200.1396.

Following the 11/11/2025 sales, the filings show those funds at 0 shares. Separately, the reporting person lists 675,558 shares held directly via trusts, with beneficial ownership disclaimed except to any pecuniary interest.

Datadog (DDOG) director reported insider activity on 11/06/2025. A family trust converted 12,500 shares of Class B into Class A at $0, then sold 12,500 Class A at $187.47 under a Rule 10b5-1 plan dated December 12, 2024. After these moves, the trust held 12,496 Class A, and the reporting person also held 19,612 shares directly; derivative securities beneficially owned following the transactions were 255,542, held indirectly by the trust. Each Class B share is convertible 1-for-1 into Class A.

Datadog, Inc. reported Q3 results showing strong top-line growth but heavier operating spend. Revenue rose to $885,651 (thousands) from $690,016 a year ago, with gross profit of $709,194 (thousands). Operating results swung to a loss of $5,809 (thousands) from income of $20,278 (thousands) a year earlier as R&D and go-to-market investments increased. Net income was $33,885 (thousands), or diluted EPS of $0.10.

Cash generation remained solid: net cash provided by operating activities reached $723,066 (thousands) for the nine months. The balance sheet showed $540,602 (thousands) in cash and cash equivalents and $3,599,737 (thousands) in marketable securities at quarter end. The company completed conversions of its 0.125% 2025 convertible notes, delivering $634,100 (thousands) in cash and issuing 1,354,569 Class A shares; its 0.00% 2029 notes remained outstanding with a $982,402 (thousands) net carrying amount.

Datadog completed three acquisitions in 2025 totaling $178.4 million in consideration, adding $163.1 million of goodwill and $17.6 million of intangibles, and increased the useful life of capitalized software development costs to three years.

Datadog, Inc. (DDOG) furnished an 8-K announcing results for the quarter ended September 30, 2025. The company issued a press release detailing its quarterly financial results, which is furnished as Exhibit 99.1.

The information under Item 2.02, including Exhibit 99.1, is furnished and not deemed filed under the Exchange Act, and is not subject to Section 18 liabilities, unless specifically incorporated by reference. The filing was signed by Chief Financial Officer David Obstler.

Datadog (DDOG) Form 4: CEO and Director reported insider transactions on 11/03/2025. He converted a total of 125,364 shares from Class B to Class A (including 21,728 and 40,954 directly, plus 62,682 tied to a separate conversion) and sold 62,682 Class A shares under a Rule 10b5-1 plan dated September 13, 2024.

The sales occurred in multiple trades at weighted-average prices ranging from $160.57 to $165.15. Following these transactions, beneficial ownership of Class A shares was 533,358 directly. He also exercised 38,118 options at $0.9092.

Datadog (DDOG) Chief Executive Officer and Director reported insider transactions on 10/22/2025. He converted 11,195 shares of Class B Common Stock into Class A Common Stock, then sold a total of 11,195 Class A shares pursuant to a Rule 10b5-1 plan dated September 13, 2024.

The sales occurred in four blocks at weighted-average prices of $153.3032, $154.2219, $155.2042, and $155.9323, with disclosed intra-range prices. Following these transactions, he held 533,358 Class A shares directly and 8,442,543 derivative securities directly. Each Class B share is convertible 1-for-1 into Class A with no expiration and will convert automatically upon defined events, including the tenth anniversary of the IPO.

Datadog (DDOG) insider activity: A director, through a family trust, converted 8,333 shares of Class B Common Stock into 8,333 shares of Class A Common Stock on 10/14/2025 (Transaction Code C), then sold 8,333 Class A shares the same day (Code S) at a weighted-average price of $160.547, under a Rule 10b5-1 trading plan dated December 12, 2024.

Following these transactions, the trust held 12,496 shares of Class A Common Stock indirectly, and the reporting person also held 19,612 shares of Class A Common Stock directly. The trust reported 268,042 shares of Class B Common Stock remaining. The sale price ranged from $160 to $160.63, and detailed trade breakdowns are available upon request.