[Form 4] Samsara Inc. Insider Trading Activity
Samsara Inc. (IOT) Form 4 filings report that multiple Andreessen Horowitz-related entities distributed large blocks of Class A common stock on September 8, 2025, and executed subsequent sales on September 9, 2025. Collectively, distributions transferred ownership interests from funds to limited partners and affiliated entities, while the same reporting group sold shares in multiple transactions at prices ranging roughly from $37.38 to $40.10 per share. Notable movements include dispositions of 10,949,014 shares (AH Fund IV entities), 1,255,907 shares (AH LSV Fund I entities), and several million shares from parallel funds, leaving some entities with zero remaining Class A shares and others retaining defined holdings shown on the form.
Samsara Inc. (IOT) — Le dichiarazioni Form 4 indicano che diverse entità collegate ad Andreessen Horowitz hanno distribuito ampie tranche di azioni ordinarie di Classe A l'8 settembre 2025 e hanno effettuato successivamente vendite il 9 settembre 2025. Le distribuzioni hanno trasferito quote di proprietà dai fondi ai limited partner e ad entità affiliate, mentre lo stesso gruppo che ha riportato le operazioni ha venduto azioni in più transazioni a prezzi compresi approssimativamente tra $37.38 e $40.10 per azione. Movimenti significativi includono la cessione di 10.949.014 azioni (entità AH Fund IV), 1.255.907 azioni (entità AH LSV Fund I) e diversi milioni di azioni da fondi paralleli, lasciando alcune entità senza azioni di Classe A rimanenti e altre con posizioni definite riportate nel modulo.
Samsara Inc. (IOT) — Los formularios Form 4 informan que varias entidades vinculadas a Andreessen Horowitz distribuyeron grandes bloques de acciones comunes Clase A el 8 de septiembre de 2025 y realizaron ventas posteriores el 9 de septiembre de 2025. En conjunto, las distribuciones transfirieron intereses de propiedad de los fondos a socios limitados y entidades afiliadas, mientras que el mismo grupo informante vendió acciones en múltiples transacciones a precios que oscilaron aproximadamente entre $37.38 y $40.10 por acción. Movimientos notables incluyen disposiciones de 10.949.014 acciones (entidades AH Fund IV), 1.255.907 acciones (entidades AH LSV Fund I) y varios millones de acciones de fondos paralelos, dejando a algunas entidades sin acciones Clase A remanentes y a otras con posiciones específicas que aparecen en el formulario.
Samsara Inc. (IOT) — Form 4 제출 서류에 따르면 Andreessen Horowitz 관련 여러 법인이 2025년 9월 8일에 대규모 클래스 A 보통주를 분배하고, 2025년 9월 9일에 후속 매각을 실시했습니다. 이번 분배는 펀드로부터 유한책임사원 및 계열사로 소유 지분을 이전했으며, 동일한 보고 그룹은 주당 대략 $37.38 ~ $40.10 범위의 가격으로 여러 거래에 걸쳐 주식을 매각했습니다. 주요 이동으로는 10,949,014주(AH Fund IV 법인), 1,255,907주(AH LSV Fund I 법인) 및 병행 펀드의 수백만 주가 포함되며, 일부 법인은 남은 클래스 A 주식이 0주가 되었고 다른 법인은 서류에 기재된 특정 보유를 유지하고 있습니다.
Samsara Inc. (IOT) — Les dépôts Form 4 indiquent que plusieurs entités liées à Andreessen Horowitz ont distribué d'importants blocs d'actions ordinaires de classe A le 8 septembre 2025, puis ont réalisé des ventes le 9 septembre 2025. Collectivement, ces distributions ont transféré des participations de propriété des fonds vers des commanditaires et des entités affiliées, tandis que le même groupe déclarant a vendu des actions dans plusieurs transactions à des prix se situant approximativement entre 37,38 $ et 40,10 $ par action. Parmi les mouvements notables figurent des cessions de 10 949 014 actions (entités AH Fund IV), 1 255 907 actions (entités AH LSV Fund I) et plusieurs millions d'actions provenant de fonds parallèles, laissant certaines entités sans actions de classe A et d'autres avec des avoirs précis figurant sur le formulaire.
Samsara Inc. (IOT) — Aus den Form-4-Meldungen geht hervor, dass mehrere mit Andreessen Horowitz verbundene Einheiten am 8. September 2025 große Blöcke von Stammaktien Klasse A verteilt und anschließend am 9. September 2025 Verkäufe getätigt haben. Die Verteilungen übertrugen kollektive Eigentumsanteile von Fonds auf Limited Partners und verbundene Einheiten, während dieselbe meldende Gruppe Aktien in mehreren Transaktionen zu Kursen von etwa $37.38 bis $40.10 pro Aktie veräußerte. Bedeutende Bewegungen umfassen Veräußerungen von 10.949.014 Aktien (AH Fund IV-Einheiten), 1.255.907 Aktien (AH LSV Fund I-Einheiten) sowie mehrere Millionen Aktien aus Parallelfonds, wobei einige Einheiten danach keine Klasse-A-Aktien mehr hielten und andere in der Meldung aufgeführte Bestände behielten.
- None.
- Large disposals: AH Fund IV entities sold 10,949,014 Class A shares on 09/08/2025 (reported as a distribution) and additional sales across 09/09/2025 at weighted-average prices, materially reducing reported holdings.
- Remaining holdings reduced to zero for some reporting entities: several entities (e.g., parts of AH LSV Fund I and AH Parallel Fund V) report zero Class A shares after the reported sales.
- Wide price range: Sales executed across a broad range of prices (~$37.38 to $40.10), indicating multiple transactions that could reflect market liquidity impact or staged selling.
Insights
TL;DR Significant institutional distributions followed by multi-price sales, reducing certain Andreessen Horowitz entities' reported Class A holdings.
The filings show a structural reallocation: several a16z and affiliated fund entities distributed shares to limited partners and related entities on 09/08/2025, then executed open-market sales on 09/09/2025 at weighted-average prices spanning roughly $37.38–$40.10. The largest single reported disposal was 10,949,014 shares from AH Fund IV entities. Some entities report remaining holdings of zero after sales, while others retain mid-to-high hundreds of thousands of shares. For investors, this is a liquidity and ownership structure event rather than an earnings or operational signal; the sales were executed across a range of prices and many shares were distributed for no consideration to partners prior to sale.
TL;DR The transaction is a redistribution of fund-held stock followed by market sales, raising governance disclosure but not stating intent beyond distributions.
The report details distributions from multiple Andreessen Horowitz funds to limited partners and related entities, with general partners (AH EP variants) described as having voting/dispositive power prior to distribution. Filings include disclaimers that reporting persons do not form a "group" and disclaim beneficial ownership except to the extent of pecuniary interest. From a governance perspective, the filings are procedural: they document transfers and sales and clarify voting/dispositive relationships, but they do not contain statements about strategic intent, changes to board control, or coordination among holders beyond standard fund mechanics.
Samsara Inc. (IOT) — Le dichiarazioni Form 4 indicano che diverse entità collegate ad Andreessen Horowitz hanno distribuito ampie tranche di azioni ordinarie di Classe A l'8 settembre 2025 e hanno effettuato successivamente vendite il 9 settembre 2025. Le distribuzioni hanno trasferito quote di proprietà dai fondi ai limited partner e ad entità affiliate, mentre lo stesso gruppo che ha riportato le operazioni ha venduto azioni in più transazioni a prezzi compresi approssimativamente tra $37.38 e $40.10 per azione. Movimenti significativi includono la cessione di 10.949.014 azioni (entità AH Fund IV), 1.255.907 azioni (entità AH LSV Fund I) e diversi milioni di azioni da fondi paralleli, lasciando alcune entità senza azioni di Classe A rimanenti e altre con posizioni definite riportate nel modulo.
Samsara Inc. (IOT) — Los formularios Form 4 informan que varias entidades vinculadas a Andreessen Horowitz distribuyeron grandes bloques de acciones comunes Clase A el 8 de septiembre de 2025 y realizaron ventas posteriores el 9 de septiembre de 2025. En conjunto, las distribuciones transfirieron intereses de propiedad de los fondos a socios limitados y entidades afiliadas, mientras que el mismo grupo informante vendió acciones en múltiples transacciones a precios que oscilaron aproximadamente entre $37.38 y $40.10 por acción. Movimientos notables incluyen disposiciones de 10.949.014 acciones (entidades AH Fund IV), 1.255.907 acciones (entidades AH LSV Fund I) y varios millones de acciones de fondos paralelos, dejando a algunas entidades sin acciones Clase A remanentes y a otras con posiciones específicas que aparecen en el formulario.
Samsara Inc. (IOT) — Form 4 제출 서류에 따르면 Andreessen Horowitz 관련 여러 법인이 2025년 9월 8일에 대규모 클래스 A 보통주를 분배하고, 2025년 9월 9일에 후속 매각을 실시했습니다. 이번 분배는 펀드로부터 유한책임사원 및 계열사로 소유 지분을 이전했으며, 동일한 보고 그룹은 주당 대략 $37.38 ~ $40.10 범위의 가격으로 여러 거래에 걸쳐 주식을 매각했습니다. 주요 이동으로는 10,949,014주(AH Fund IV 법인), 1,255,907주(AH LSV Fund I 법인) 및 병행 펀드의 수백만 주가 포함되며, 일부 법인은 남은 클래스 A 주식이 0주가 되었고 다른 법인은 서류에 기재된 특정 보유를 유지하고 있습니다.
Samsara Inc. (IOT) — Les dépôts Form 4 indiquent que plusieurs entités liées à Andreessen Horowitz ont distribué d'importants blocs d'actions ordinaires de classe A le 8 septembre 2025, puis ont réalisé des ventes le 9 septembre 2025. Collectivement, ces distributions ont transféré des participations de propriété des fonds vers des commanditaires et des entités affiliées, tandis que le même groupe déclarant a vendu des actions dans plusieurs transactions à des prix se situant approximativement entre 37,38 $ et 40,10 $ par action. Parmi les mouvements notables figurent des cessions de 10 949 014 actions (entités AH Fund IV), 1 255 907 actions (entités AH LSV Fund I) et plusieurs millions d'actions provenant de fonds parallèles, laissant certaines entités sans actions de classe A et d'autres avec des avoirs précis figurant sur le formulaire.
Samsara Inc. (IOT) — Aus den Form-4-Meldungen geht hervor, dass mehrere mit Andreessen Horowitz verbundene Einheiten am 8. September 2025 große Blöcke von Stammaktien Klasse A verteilt und anschließend am 9. September 2025 Verkäufe getätigt haben. Die Verteilungen übertrugen kollektive Eigentumsanteile von Fonds auf Limited Partners und verbundene Einheiten, während dieselbe meldende Gruppe Aktien in mehreren Transaktionen zu Kursen von etwa $37.38 bis $40.10 pro Aktie veräußerte. Bedeutende Bewegungen umfassen Veräußerungen von 10.949.014 Aktien (AH Fund IV-Einheiten), 1.255.907 Aktien (AH LSV Fund I-Einheiten) sowie mehrere Millionen Aktien aus Parallelfonds, wobei einige Einheiten danach keine Klasse-A-Aktien mehr hielten und andere in der Meldung aufgeführte Bestände behielten.