STOCK TITAN

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.

(Moderate)
(Neutral)
Form Type
4

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.

Positive

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Negative

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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.
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
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.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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)
XDirectorX10% Owner
XOfficer (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)
XForm 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)
CodeVAmount(A) or (D)Price
Class B Common Stock09/21/2026F43,852(1)D$3.721,595,021D
Class B Common Stock429,810ICocolalla, LLC
Class B Common Stock116,600IJames Family Charitable Remainder Trust
Class B Common Stock2,143IBy spouse
Class B Common Stock10,000ICinnamon 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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Class A Common Stock(2) (2) (2)Class B Common Stock3,263,6593,263,659ICocolalla, 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-fact09/23/2026
** Signature of Reporting PersonDate
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)

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