Navan trust plans $2.2M common stock sale

Navan, Inc. (NAVN) received a notice that The Shai Cohen GST Trust intends to sell restricted or control shares under Rule 144.

Rhea-AI Filing Summary

Navan, Inc. (NAVN) received a notice that The Shai Cohen GST Trust intends to sell restricted or control shares under Rule 144. The trust plans to sell 75,000 shares of common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of approximately $2,199,750.00. The shares are described as Founders Shares originally acquired from the issuer on February 26, 2015. In the past three months, a related holder, Ariel Cohen, sold 41,530 shares of Navan common stock for proceeds of $874,821.14 on June 22, 2026, which is disclosed for Rule 144 aggregation purposes.

Key Figures

Shares planned for sale: 75,000 shares of common stock Aggregate market value of planned sale: $2,199,750.00 Shares sold in past 3 months: 41,530 shares of common stock +2 more

5 metrics

Shares planned for sale 75,000 shares of common stock Shares of Navan, Inc. to be sold by The Shai Cohen GST Trust under Rule 144

Aggregate market value of planned sale $2,199,750.00 Value of 75,000 Navan common shares listed in the Form 144

Shares sold in past 3 months 41,530 shares of common stock Navan shares sold by Ariel Cohen on June 22, 2026

Proceeds from past 3-month sale $874,821.14 Total proceeds from Ariel Cohen’s June 22, 2026 sale of Navan common stock

Original acquisition date of Founders Shares February 26, 2015 Acquisition date of the shares to be sold by The Shai Cohen GST Trust

Key Terms

Rule 144, Founders Shares, aggregate market value, Securities To Be Sold

4 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144."

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

Founders Shares financial

"Common | 02/26/2015 | Founders Shares | Issuer"

Founders shares are a special block of a company’s stock originally given to the people who started the business; they often carry extra voting power or favorable terms compared with regular shares. For investors, these shares matter because they concentrate control and influence how future funding, ownership dilution, and decision-making will play out—think of founders shares as the steering wheel that can steer a company’s direction even as more passengers (investors) climb aboard.

aggregate market value financial

"Common | Morgan Stanley... | 75000 | 2199750.00 |"

Aggregate market value is the combined price you would pay to buy all outstanding shares of a company or all companies in a group at current market prices — essentially the sum of each stock’s market capitalization. It matters to investors because it shows the overall size and weight of an investment or sector (like the total cost to buy every piece of a puzzle), helps compare scale across companies or markets, and influences index composition and risk exposure.

Securities To Be Sold regulatory

"144: Securities To Be Sold"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 144 filing disclose for Navan, Inc. (NAVN)?

It discloses that The Shai Cohen GST Trust intends to sell 75,000 shares of Navan common stock under Rule 144, with an indicated aggregate value of about $2,199,750.00. These are Founders Shares originally acquired from Navan on February 26, 2015.

How many Navan (NAVN) shares are planned to be sold under this Form 144?

The notice states an intention to sell 75,000 shares of Navan common stock by The Shai Cohen GST Trust. The planned sale is to be executed through Morgan Stanley Smith Barney LLC under Rule 144.

What is the approximate market value of the Navan (NAVN) shares covered by this Form 144?

The filing lists an aggregate market value of about $2,199,750.00 for the 75,000 shares of Navan common stock that The Shai Cohen GST Trust plans to sell under Rule 144.

Who is the broker for the planned Navan (NAVN) Rule 144 sale?

The planned sale of 75,000 Navan common shares by The Shai Cohen GST Trust will be handled by Morgan Stanley Smith Barney LLC Executive Financial Services, located at 1 New York Plaza, New York, NY 10004.

What prior Navan (NAVN) share sales are disclosed in the last three months?

The filing reports that Ariel Cohen sold 41,530 shares of Navan common stock on June 22, 2026 for total proceeds of $874,821.14. This information is included for Rule 144 aggregation purposes.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/27/2026 - 04:23 PM EDT Accepted by SEC EDGAR 08/27/2026 - 04:21 PM EDT Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001853730
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	NAVAN, INC.
SEC File Number	001-42922
Address of Issuer	3045 Park Boulevard Palo Alto CALIFORNIA 94306
Phone	8885058747
Name of Person for Whose Account the Securities are To Be Sold	THE SHAI COHEN GST TRUST
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Director
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	75000	2199750.00	239026566	08/27/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	02/26/2015	Founders Shares	Issuer			75000	02/26/2015	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
ARIEL COHEN 3045 Park Boulevard Palo Alto CA 94306	Common	06/22/2026	41530	874821.14

144: Remarks and Signature

Remarks
Date of Notice	08/27/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	01/06/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Meital Cohen Karlsberg
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)