Domo CEO Has 43,852 Shares Withheld for Taxes

The founder and CEO's reported positions also include indirect holdings through Cocolalla, LLC, a charitable remainder trust, a spouse, and Cinnamon Birch LLC.

Available on EDGAR 09/23/2026 - 07:03 PM EDT Accepted by SEC EDGAR 09/23/2026 - 07:02 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

DOMO, Inc. Founder and CEO James Joshua G had 43,852 Class B common shares withheld for tax liability upon restricted stock unit vesting on September 21, 2026, at $3.72 per share. He directly held 1,595,021 Class B shares afterward. Indirect positions included 3,263,659 Class A shares held by Cocolalla, LLC, convertible one-for-one into Class B at his election, plus 429,810 Class B shares held by that LLC; the reported positions also included 116,600 shares in James Family Charitable Remainder Trust, 2,143 held by his spouse, and 10,000 through Cinnamon Birch LLC.

Insider Trade Summary

Tax Withholding: 43,852 shares

Tax Withholding 1 txn

Insider James Joshua G

Role Founder and CEO

Type	Security	Shares	Price	Value
Tax Withholding	Class B Common Stock F1	43,852	$3.72	$163K
Holding	Class A Common Stock F2, F3	--	--	--
Holding	Class B Common Stock	--	--	--
Holding	Class B Common Stock	--	--	--
Holding	Class B Common Stock	--	--	--
Holding	Class B Common Stock	--	--	--

Holdings After Transaction: Class B Common Stock — 1,595,021 shares (Direct); Class A Common Stock — 3,263,659 contracts (Indirect, Cocolalla, LLC); Class B Common Stock — 429,810 shares (Indirect, Cocolalla, LLC); Class B Common Stock — 116,600 shares (Indirect, James Family Charitable Remainder Trust); Class B Common Stock — 2,143 shares (Indirect, By spouse); Class B Common Stock — 10,000 shares (Indirect, Cinnamon Birch LLC)

Footnotes (3)

1. F1. Shares withheld for payment of tax liability upon vesting of restricted stock units.
2. F2. The Class A Common Stock is convertible into shares of Class B Common Stock on a one to one basis at any time at the election of the Reporting Person and has no expiration date.
3. F3. The reported securities are held of record by Cocolalla, LLC. The Reporting Person is the Manager of Cocolalla, LLC with voting and dispositive power over the shares.

Key Figures

Class B shares withheld for tax liability: 43,852 shares Price per share: $3.72 per share Direct Class B shares following transaction: 1,595,021 shares +5 more

8 metrics

Class B shares withheld for tax liability 43,852 shares Upon restricted stock unit vesting on September 21, 2026

Price per share $3.72 per share Transaction on September 21, 2026

Direct Class B shares following transaction 1,595,021 shares Following the September 21, 2026 transaction

Class A shares held indirectly by Cocolalla, LLC 3,263,659 shares Convertible one-for-one into Class B shares at the reporting person's election

Class B shares held indirectly by Cocolalla, LLC 429,810 shares Reported as of September 21, 2026

Class B shares held indirectly by James Family Charitable Remainder Trust 116,600 shares Reported as of September 21, 2026

Class B shares held indirectly by spouse 2,143 shares Reported as of September 21, 2026

Class B shares held indirectly by Cinnamon Birch LLC 10,000 shares Reported as of September 21, 2026

Key Terms

restricted stock units, one to one basis, voting and dispositive power, held of record

4 terms

restricted stock units financial

"upon vesting of restricted stock units"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

one to one basis financial

"convertible into shares of Class B Common Stock on a one to one basis"

voting and dispositive power financial

"with voting and dispositive power over the shares"

held of record financial

"securities are held of record by Cocolalla, LLC"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many DOMO shares were withheld for tax liability?

James Joshua G, DOMO's Founder and CEO, had 43,852 Class B common shares withheld for tax liability upon restricted stock unit vesting on September 21, 2026, at $3.72 per share. No Rule 10b5-1 plan is reported.

How many DOMO Class B shares did James Joshua G hold directly afterward?

James Joshua G directly held 1,595,021 Class B shares after the September 21, 2026 transaction.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

James Joshua G

(Last) (First) (Middle)

C/O HUCKLEBERRY.AI, INC.

3300 N TRIUMPH BOULEVARD, SUITE 100

(Street)

LEHI UTAH 84043

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Huckleberry.ai, Inc. [ DOMO ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	X	10% Owner
X	Officer (give title below)		Other (specify below)
	Founder and CEO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/21/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class B Common Stock	09/21/2026		F		43,852(1)	D	$3.72	1,595,021	D
Class B Common Stock								429,810	I	Cocolalla, LLC
Class B Common Stock								116,600	I	James Family Charitable Remainder Trust
Class B Common Stock								2,143	I	By spouse
Class B Common Stock								10,000	I	Cinnamon Birch LLC

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Class A Common Stock	(2)							(2)	(2)	Class B Common Stock	3,263,659		3,263,659	I	Cocolalla, LLC(3)

Explanation of Responses:

1. Shares withheld for payment of tax liability upon vesting of restricted stock units.

2. The Class A Common Stock is convertible into shares of Class B Common Stock on a one to one basis at any time at the election of the Reporting Person and has no expiration date.

3. The reported securities are held of record by Cocolalla, LLC. The Reporting Person is the Manager of Cocolalla, LLC with voting and dispositive power over the shares.

Remarks:

	/s/ Alexis Coll, attorney-in-fact	09/23/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)