Samsara Inc SEC Filings

Dominic Phillips, Executive Vice President and Chief Financial Officer of Samsara Inc. (IOT), reported multiple open-market sales of Class A common stock executed on 09/05/2025. The Form 4 discloses four sale entries totaling 17,793 shares sold, with reported weighted-average prices in ranges from $39.32 to $42.67. The sales were effected pursuant to a Rule 10b5-1 trading plan adopted December 31, 2024.

The filing shows the reporting person holds beneficial ownership of Class A shares directly and indirectly: post-transaction reported direct holdings decrease across the reported lines (examples include 811,328, 805,037, 795,135, and 793,735 shares). The Form also lists 1,061,816 Class A shares held indirectly by the Phillips Family Trust.

Samsara Inc. (IOT) Form 144 notice: A proposal to sell 33,331 shares of Class A common stock is reported through Raymond James & Associates, scheduled approximately for 09/09/2025 on the NYSE. The filing lists an aggregate market value of $1,384,236.43 and total shares outstanding of 299,748,928, indicating the portion offered represents a small fraction of outstanding equity. The securities were acquired on 12/10/2024 as an in-kind equity distribution from Andreessen Horowitz; the payment/nature of sale is listed as cash. The filer reports no securities sold in the past three months and includes the standard representation that no undisclosed material adverse information is known.

Samsara Inc. (IOT) filed a Form 144 proposing the sale of 503,000 Class A shares through Raymond James & Associates on the NYSE, with an aggregate market value of $20,889,590 and an approximate sale date of 09/09/2025. The securities were originally acquired on 09/13/2019 as Series F preferred stock that converted into Class B common and then into Class A common, totaling 13,561,282 shares acquired. The filing reports no securities sold in the past three months and includes the required representation that the seller is not aware of undisclosed material adverse information.

Samsara Inc. (IOT) filed a Form 144 notifying a proposed sale of 257,000 Class A shares through Raymond James & Associates on 09/09/2025, with an aggregate market value of $10,673,210.00. The shares represent part of an original acquisition recorded on 12/21/2018 when Series E preferred stock converted into Class B common and then to Class A common; the filer shows 5,633,880 shares acquired on that date and indicates cash payment. The filing reports no securities sold by the filer in the past three months and includes the standard representation that no undisclosed material adverse information is known.

Samsara Inc. provides a Connected Operations Platform that links people, devices, and systems to generate operational insights. The condensed consolidated financial statements are unaudited and prepared in accordance with U.S. GAAP for the three and six months ended August 2, 2025, and include comparisons to prior periods.

The filing reports share counts of 348,744,278 Class A and 224,890,359 Class B shares outstanding as of August 2, 2025, and notes deferred commissions of $226.2 million (up from $209.3 million). Available-for-sale marketable debt securities are held with no material allowance for credit losses. Deferred revenue balances total $3,165.5 million with approximately $1,401.8 million expected to be recognized within 12 months. Letters of credit totaled $17.8 million. The company recorded income tax provisions of $1.6 million and $3.2 million for the three- and six-month periods in 2025, respectively, and reported negative effective tax rates for the periods shown. No individually material legal exposures were identified.

Andreessen Horowitz entities reported conversion and subsequent disposition plans for Samsara Inc. (IOT) shares. Multiple Andreessen Horowitz funds converted Class B common stock into Class A common stock on a 1:1 basis, resulting in reported beneficial ownership of approximately 19,759,835 Class A shares across the reporting persons. Several funds state they will distribute most converted Class A shares in-kind to their partners and two funds plan limited sell-downs: AH LSV I may sell up to 503,000 shares and AH Parallel V may sell up to 257,000. The filing is one of three combined reports covering over ten reporting persons and clarifies voting/dispositive arrangements and disclaimers of group ownership.

Samsara Inc. (IOT) Form 4 shows conversion of multiple holders' Class B common stock into Class A common stock on 09/08/2025 and immediate related actions. Several Andreessen Horowitz-related entities acquired (via conversion) Class A shares: 1,758,907, 10,949,014, 994,899, and 2,573,745 shares, each reported as indirect holdings. The filing states that certain funds plan to distribute the converted Class A shares in-kind pro rata to partners without consideration, while two funds intend to sell up to 503,000 and 257,000 shares, respectively. The Class B shares are convertible 1:1 into Class A and have no expiration. The report is one of three filings that together disclose holdings for a group of Andreessen Horowitz funds and Benjamin Horowitz; signatories include Phil Hathaway acting for the funds.

Andreessen Horowitz-related entities reported conversion of Class B into Class A shares of Samsara Inc. (IOT) on 09/08/2025 and disclosed planned dispositions and in-kind distributions to fund partners. Multiple Andreessen Horowitz funds hold converted Class A shares, with specific planned actions: AH LSV Fund I intends to sell up to 503,000 shares and distribute the remaining 1,758,907 shares pro rata to its partners; Andreessen Horowitz Fund IV plans to distribute 10,949,014 shares pro rata to partners; AH Parallel Fund IV plans to distribute 994,899 shares; AH Parallel Fund V plans to sell up to 257,000 shares and distribute the remaining 2,573,745 shares. Several trusts and affiliate entities are reported as indirect holders.

Samsara Inc. insider Sanjit Biswas, who is listed as Chief Executive Officer, Director and a greater-than-10% owner, reported multiple sales of Class A common stock on September 2-3, 2025 executed pursuant to Rule 10b5-1 trading plans. The Form 4 shows discrete dispositions totaling 160,000 shares across several transactions with weighted-average prices in the mid-$35 range (reported ranges from $34.75 to $35.88). The filing also reports various post-transaction beneficial holdings across trusts and accounts (examples: 632,952, 628,047, 597,902, and other balances). The Form discloses 1,320,311 restricted stock units outstanding that convert to Class A shares subject to vesting.