[144] Samsara Inc. SEC Filing
Rhea-AI Filing Summary
Samsara Inc. insider filing reports a proposed sale of 960,000 common shares via Charles Schwab on the NYSE, with an aggregate market value of $37,401,600 and listing 299,748,928 shares outstanding. The filing details the acquisition history for the shares, including Series A (05/15/2015), Series B (12/01/2016), founder shares (12/31/2020) and two restricted stock lapses in September 2025 recorded as equity compensation. The notice also lists multiple insider sales over the past three months totaling approximately $35,397,672 in gross proceeds, showing recent liquidity events by the holder.
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Insights
TL;DR: A material insider sale filing: 960,000 shares (~$37.4M) planned; recent sales generated roughly $35.4M in proceeds over three months.
The filing signals a scheduled disposition of a sizable block of Samsara common stock through an established broker on the NYSE. The shares were acquired across multiple events (Series A/B, founder shares, restricted stock lapses), indicating long-held and compensation-related origins. Recent dispositions over the prior three months total about $35.4M, which is meaningful in absolute terms though small relative to total shares outstanding. Monitor for further scheduled sales or 10b5-1 plan disclosures to understand whether this reflects routine liquidity or systematic selling.
TL;DR: Repeated insider sales and a planned $37.4M sale raise governance and concentration questions but are not, alone, evidence of company distress.
The chronology shows acquisitions from 2015–2020 and recent restricted stock lapses in September 2025, followed by multiple sales through June–September 2025. While the cumulative proceeds (~$35.4M) and the planned $37.4M sale are substantial in cash terms, they represent a small fraction of total outstanding shares. The filing contains no disclosure of adverse material non-public information; the signer affirms no such knowledge. Assess potential reputational or market-impact risk if selling continues at this pace.