Marc Andreessen Reports 15.8M Samsara Shares Distributed; 793K Sold
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Marc L. Andreessen (through affiliated Andreessen Horowitz entities) reported a series of ownership changes in Samsara Inc. (IOT). On 09/08/2025 multiple Andreessen Horowitz funds were reported as acquiring Class A shares via distributions, and on 09/09/2025 several affiliated entities sold blocks of Class A shares at prices ranging roughly from $37.38 to $40.10 per share. The Form 4 shows acquired amounts (reported as acquisitions) including 1,758,907; 10,949,014; 994,899; 2,573,745; and smaller reported additions, and corresponding disposition entries tied to the internal distributions. Aggregate large distributions reported on 09/08/2025 total 15,773,565 shares across four fund groups. On 09/09/2025 disclosed open-market sales totaled 793,331 shares at weighted average prices in the $37.9–$38.78–$39.67 range noted in the footnotes. Holdings after transactions vary by entity, with some funds shown at zero and others retaining reported balances (for example, 4,512,974 shares held by LAMA Community Trust).
Positive
- Large distributions of Class A shares were executed and properly disclosed, totaling 15,773,565 shares on 09/08/2025
- Remaining sizeable holdings4,512,974 shares
Negative
- Open-market sales of 793,331 shares$40.10
- Multiple fund-level dispositions
Insights
TL;DR: Large internal distributions to limited partners were followed by reported secondary-market sales of under one million shares.
The filing documents substantial internal distributions from multiple Andreessen Horowitz funds on 09/08/2025 totaling 15,773,565 Class A shares, recorded under Rule 16 reporting. The following day, 09/09/2025, affiliated entities reported combined open-market sales of 793,331 shares at weighted average prices disclosed across several price ranges in the footnotes. These sales reduced certain fund-level reported holdings to zero while other entities retain sizable positions. All amounts and price ranges are presented in the filing; no additional context or motives are provided.
TL;DR: Reporting shows distribution mechanics and required disclosure; no governance action or new agreements are disclosed.
The Form 4 focuses on record-level changes: distributions from funds to limited partners and consequent reporting of beneficial ownership changes, plus subsequent sales. The explanation footnotes clarify the holders, voting/dispositive power through general partner entities, and disclaimers of group or beneficial ownership beyond pecuniary interest. The filing is procedural and compliant in nature; it does not disclose governance decisions, new director changes, or contractual amendments within the issuer.
Insider Trade Summary
Net Seller: 793,331 shares ($30,582,003)
Net Sell
23 txns
Insider
Andreessen Marc L
Role
Director
Sold
793,331 shs ($30.58M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Class A Common Stock | 183,868 | $37.90 | $6.97M |
| Sale | Class A Common Stock | 93,944 | $37.90 | $3.56M |
| Sale | Class A Common Stock | 268,420 | $38.78 | $10.41M |
| Sale | Class A Common Stock | 137,145 | $38.78 | $5.32M |
| Sale | Class A Common Stock | 50,712 | $39.67 | $2.01M |
| Sale | Class A Common Stock | 25,911 | $39.67 | $1.03M |
| Sale | Class A Common Stock | 11,860 | $37.91 | $450K |
| Sale | Class A Common Stock | 18,163 | $38.79 | $705K |
| Sale | Class A Common Stock | 3,308 | $39.70 | $131K |
| Conversion | Class B Common Stock | 1,758,907 | $0.00 | -- |
| Conversion | Class B Common Stock | 10,949,014 | $0.00 | -- |
| Conversion | Class B Common Stock | 994,899 | $0.00 | -- |
| Conversion | Class B Common Stock | 2,573,745 | $0.00 | -- |
| Conversion | Class A Common Stock | 1,758,907 | $0.00 | -- |
| Conversion | Class A Common Stock | 10,949,014 | $0.00 | -- |
| Conversion | Class A Common Stock | 994,899 | $0.00 | -- |
| Conversion | Class A Common Stock | 2,573,745 | $0.00 | -- |
| Other | Class A Common Stock | 1,255,907 | $0.00 | -- |
| Other | Class A Common Stock | 10,949,014 | $0.00 | -- |
| Other | Class A Common Stock | 994,899 | $0.00 | -- |
| Other | Class A Common Stock | 2,573,745 | $0.00 | -- |
| Other | Class A Common Stock | 33,331 | $0.00 | -- |
| Other | Class A Common Stock | 900,460 | $0.00 | -- |
Holdings After Transaction:
Class A Common Stock — 319,132 shares (Indirect, By Andreessen Horowitz LSV Fund I, L.P.);
Class B Common Stock — 0 shares (Indirect, By Andreessen Horowitz LSV Fund I, L.P.)
Footnotes (1)
- These shares are held of record by Andreessen Horowitz LSV Fund I, L.P., for itself and as nominee for Andreessen Horowitz LSV Fund I-B, L.P. and Andreessen Horowitz LSV Fund I-Q, L.P. (collectively, the "AH LSV Fund I Entities"). AH Equity Partners LSV I, L.L.C. ("AH EP LSV I"), the general partner of the AH LSV Fund I Entities, may be deemed to have sole voting and dispositive power over the shares held by the AH LSV Fund I Entities. The Reporting Person and Benjamin Horowitz are the managing members of AH EP LSV I and may be deemed to have shared voting and dispositive power over the shares held by the AH LSV Fund I Entities. The Reporting Person disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH LSV Fund I Entities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of his pecuniary interest therein, if any. These shares are held of record by Andreessen Horowitz Fund IV, L.P., for itself and as nominee for Andreessen Horowitz Fund IV-A, L.P., Andreessen Horowitz Fund IV-B, L.P., and Andreessen Horowitz Fund IV-Q, L.P. (collectively, the "AH Fund IV Entities"). AH Equity Partners IV, L.L.C. ("AH EP IV"), the general partner of the AH Fund IV Entities, may be deemed to have sole voting and dispositive power over the shares held by the AH Fund IV Entities. The Reporting Person and Benjamin Horowitz are the managing members of AH EP IV and may be deemed to have shared voting and dispositive power over the shares held by the AH Fund IV Entities. The Reporting Person disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH Fund IV Entities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of his pecuniary interest therein, if any. These shares are held of record by AH Parallel Fund IV, L.P., for itself and as nominee for AH Parallel Fund IV-A, L.P., AH Parallel Fund IV-B, L.P., and AH Parallel Fund IV-Q, L.P. (collectively, the "AH Parallel Fund IV Entities"). AH Equity Partners IV (Parallel), L.L.C. ("AH EP IV Parallel"), the general partner of the AH Parallel Fund IV Entities, may be deemed to have sole voting and dispositive power over the shares held by the AH Parallel Fund IV Entities. (Continued from Footnote 3) The Reporting Person and Benjamin Horowitz are the managing members of AH EP IV Parallel and may be deemed to have shared voting and dispositive power over the shares held by the AH Parallel Fund IV Entities. The Reporting Person disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH Parallel Fund IV Entities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of his pecuniary interest therein, if any. These shares are held of record by AH Parallel Fund V, L.P., for itself and as nominee for AH Parallel Fund V-A, L.P., AH Parallel Fund V-B, L.P., and AH Parallel Fund V-Q, L.P. (collectively, the "AH Parallel Fund V Entities"). AH Equity Partners V (Parallel), L.L.C. ("AH EP V Parallel"), the general partner of the AH Parallel Fund V Entities, may be deemed to have sole voting and dispositive power over the shares held by the AH Parallel Fund V Entities. The Reporting Person and Benjamin Horowitz are the managing members of AH EP V Parallel and may be deemed to have shared voting and dispositive power over the shares held by the AH Parallel Fund V Entities. The Reporting Person disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH Parallel Fund V Entities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of his pecuniary interest therein, if any. On September 8, 2025, the AH LSV Fund I Entities distributed, for no consideration, 1,255,907 shares of the Issuer's Class A Common Stock (the "AH LSV Fund I Shares") to their limited partners and to AH EP LSV I, the general partner of the AH LSV Fund I Entities, representing each such partner's pro rata interest in such AH LSV Fund I Shares. On the same date, AH EP LSV I distributed, for no consideration, the AH LSV Fund I Shares it received in the distribution to its members, representing each such member's pro rata interest in such AH LSV Fund I Shares. The aforementioned distributions are collectively referred to herein as the "AH LSV Fund I Distribution." On September 8, 2025, the AH Fund IV Entities distributed, for no consideration, 10,949,014 shares of the Issuer's Class A Common Stock (the "AH Fund IV Shares") to their limited partners and to AH EP IV, the general partner of the AH Fund IV Entities, representing each such partner's pro rata interest in such AH Fund IV Shares. On the same date, AH EP IV distributed, for no consideration, the AH Fund IV Shares it received in the distribution to its members, representing each such member's pro rata interest in such AH Fund IV Shares. The aforementioned distributions are collectively referred to herein as the "AH Fund IV Distribution." On September 8, 2025, the AH Parallel Fund IV Entities distributed, for no consideration, 994,899 shares of the Issuer's Class A Common Stock (the "AH Parallel Fund IV Shares") to their limited partners and to AH EP IV Parallel, the general partner of the AH Parallel Fund IV Entities, representing each such partner's pro rata interest in such AH Parallel Fund IV Shares. On the same date, AH EP IV Parallel distributed, for no consideration, the AH Parallel Fund IV Shares it received in the distribution to its members, representing each such member's pro rata interest in such AH Parallel Fund IV Shares. The aforementioned distributions are collectively referred to herein as the "AH Parallel Fund IV Distribution." On September 8, 2025, the AH Parallel Fund V Entities distributed, for no consideration, 2,316,745 shares of the Issuer's Class A Common Stock (the "AH Parallel Fund V Shares") to their limited partners and to AH EP V Parallel, the general partner of the AH Parallel Fund V Entities, representing each such partner's pro rata interest in such AH Parallel Fund V Shares. On the same date, AH EP V Parallel distributed, for no consideration, the AH Parallel Fund V Shares it received in the distribution to its members, representing each such member's pro rata interest in such AH Parallel Fund V Shares. The aforementioned distributions are collectively referred to herein as the "AH Parallel Fund V Distribution." These shares were acquired pursuant to the AH LSV Fund I Distribution, the AH Fund IV Distribution, the AH Parallel Fund IV Distribution and the AH Parallel Fund V Distribution. The acquisition of such shares was made in accordance with the exemptions afforded by Rules 16a-13 and/or 16a-9 of the Securities Exchange Act of 1934, as amended. These shares are held of record by a16z Capital Management, L.L.C. ("a16z Capital"). The members of a16z Capital are the Reporting Person and Benjamin Horowitz, who share voting and dispositive power with respect to the shares held by a16z Capital. The Reporting Person disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by a16z Capital and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of his pecuniary interest therein, if any. These shares are held of record by the LAMA Community Trust, of which the Reporting Person is a trustee. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.38 to $38.3789 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.38 to $39.3791 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.38 to $40.10 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.40 to $38.39 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.41 to $39.40 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.42 to $40.10 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis, and has no expiration date.
FAQ
What did Marc Andreessen report on Form 4 for Samsara (IOT)?
The Form 4 reports distributions to limited partners and related ownership changes on 09/08/2025 and open-market sales on 09/09/2025, including acquisitions/receipts and sales of Class A shares.