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Lightspeed fund linked to Netskope (NTSK) director sells 1.65M shares after conversion

Filing Impact
(Very High)
Filing Sentiment
(Very Negative)
Form Type
4

Rhea-AI Filing Summary

Netskope director-associated fund reports large sales and a share conversion. Lightspeed Opportunity Fund, L.P., an entity associated with director Arif Janmohamed, converted 1,650,000 shares of Class B Common Stock into an equal number of Class A shares for no additional consideration, then sold 1,313,827 Class A shares on June 12 at a weighted average price of about $9.19 per share and 336,173 shares on June 15 at a weighted average price of $9.00 per share in open-market transactions. Following these sales, the filing shows no remaining indirectly held Class A shares. Janmohamed shares voting and investment power over the fund’s holdings and disclaims beneficial ownership except to the extent of his pecuniary interest.

Positive

  • None.

Negative

  • None.
Insider Janmohamed Arif
Role null
Sold 1,650,000 shs ($15.10M)
Type Security Shares Price Value
Sale Class A Common Stock 336,173 $9.00 $3.03M
Conversion Class B Common Stock 1,650,000 $0.00 --
Conversion Class A Common Stock 1,650,000 $0.00 --
Sale Class A Common Stock 1,313,827 $9.19 $12.07M
Holdings After Transaction: Class A Common Stock — 0 shares (Indirect, By Lightspeed Opportunity Fund, L.P.); Class B Common Stock — 2,690,640 shares (Indirect, By Lightspeed Opportunity Fund, L.P.)
Footnotes (1)
  1. Each share of Class B common stock was converted into one share of Class A Common Stock for no additional consideration. Shares are held by Lightspeed Opportunity Fund, L.P. ("Opportunity"). The Reporting Person is a director of Lightspeed Ultimate General Partner Opportunity Fund Ltd., the indirect general partner of Opportunity, and shares voting and investment power with respect to the shares held of record by Opportunity. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.71 to $9.495 inclusive. The Reporting Persons undertake 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 $8.785 to $9.44 inclusive. The Reporting Persons undertake 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. Each share of Class B Common Stock is convertible into one share of Class A Common Stock (A) at any time at the option of the holder or (B) automatically on September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation.
Class A shares sold (June 12) 1,313,827 shares at $9.19 Open-market sale of Class A Common Stock on June 12, 2026
Class A shares sold (June 15) 336,173 shares at $9.00 Open-market sale of Class A Common Stock on June 15, 2026
Total Class A shares sold 1,650,000 shares Aggregate of June 12 and June 15 sales
Class B to Class A conversion 1,650,000 shares at $0.00 Conversion of Class B into Class A Common Stock, no consideration
Post-sale Class A holdings 0 shares Indirect Class A Common Stock held following June 15 sale
Price range first sale $8.71–$9.495 Weighted-average price footnote for June 12 sale
Price range second sale $8.785–$9.44 Weighted-average price footnote for June 15 sale
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
pecuniary interest financial
"The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein."
Class B Common Stock financial
"Each share of Class B Common Stock is convertible into one share of Class A Common Stock"
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
derivative security financial
"Conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
voting and investment power financial
"shares voting and investment power with respect to the shares held of record by Opportunity"
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Janmohamed Arif

(Last)(First)(Middle)
C/O LIGHTSPEED VENTURE PARTNERS
2200 SAND HILL ROAD

(Street)
MENLO PARK CALIFORNIA 94025

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Netskope Inc [ NTSK ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/12/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock06/12/2026C1,650,000A(1)1,650,000IBy Lightspeed Opportunity Fund, L.P.(2)
Class A Common Stock06/12/2026S1,313,827D$9.19(3)336,173IBy Lightspeed Opportunity Fund, L.P.(2)
Class A Common Stock06/15/2026S336,173D$9(4)0IBy Lightspeed Opportunity Fund, L.P.(2)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Class B Common Stock(1)06/12/2026C1,650,000 (5) (5)Class A Common Stock1,650,000(1)2,690,640IBy Lightspeed Opportunity Fund, L.P.(2)
Explanation of Responses:
1. Each share of Class B common stock was converted into one share of Class A Common Stock for no additional consideration.
2. Shares are held by Lightspeed Opportunity Fund, L.P. ("Opportunity"). The Reporting Person is a director of Lightspeed Ultimate General Partner Opportunity Fund Ltd., the indirect general partner of Opportunity, and shares voting and investment power with respect to the shares held of record by Opportunity. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.71 to $9.495 inclusive. The Reporting Persons undertake 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.
4. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.785 to $9.44 inclusive. The Reporting Persons undertake 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.
5. Each share of Class B Common Stock is convertible into one share of Class A Common Stock (A) at any time at the option of the holder or (B) automatically on September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation.
Remarks:
/s/ Arif Janmohamed06/16/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did Netskope (NTSK) disclose in this Form 4 filing?

Netskope reported that Lightspeed Opportunity Fund, L.P., an entity associated with director Arif Janmohamed, converted Class B shares into 1,650,000 Class A shares, then sold 1,650,000 Class A shares in open-market transactions at weighted average prices around $9 per share.

How many Netskope (NTSK) shares were sold and at what prices?

Lightspeed Opportunity Fund, L.P. sold 1,313,827 Class A shares at a weighted average price of $9.19 and 336,173 shares at $9.00. Footnotes state these were multiple trades within ranges of $8.71–$9.495 and $8.785–$9.44 per share, respectively.

Who actually sold the Netskope (NTSK) shares in this Form 4?

The seller was Lightspeed Opportunity Fund, L.P., which holds shares associated with director Arif Janmohamed. He is a director of the fund’s indirect general partner and shares voting and investment power but disclaims beneficial ownership beyond his pecuniary interest.

What conversion of Netskope (NTSK) shares is described in the Form 4?

The filing states that 1,650,000 shares of Class B Common Stock were converted into 1,650,000 shares of Class A Common Stock for no additional consideration. Each Class B share is convertible into one Class A share under Netskope’s amended and restated certificate of incorporation.

Did the reporting entity retain any Netskope (NTSK) Class A shares after these transactions?

The Form 4 shows total indirectly held Class A Common Stock of zero shares after the June 15 open-market sale. This indicates Lightspeed Opportunity Fund, L.P. no longer reported any remaining Class A holdings following completion of the disclosed transactions.

How are the Netskope (NTSK) sale prices described in the Form 4 footnotes?

The reported per-share prices are weighted averages. One sale covered trades ranging from $8.71 to $9.495 per share, and the other from $8.785 to $9.44. The reporting persons offer full trade-by-trade detail to interested parties upon request.