OOMA (NYSE: OOMA) trust plans 1,762-share sale after prior 10b5-1 trades

Rhea-AI Filing Summary

Company with ticker OOMA filed a notice of proposed sale of 1,762 common shares, to be executed through Morgan Stanley Smith Barney LLC around July 16, 2026. The filing references an aggregate market value of 35,680.50 for these shares and 27,500,000 shares outstanding.

The shares relate to Restricted Stock Units acquired from the issuer on September 15, 2024. The notice also reports prior "10b5-1 Sales" by JENNY C YEH TRUST of 2,481 common shares on July 7, 2026 and 12,840 common shares on July 1, 2026, with reported amounts of 49,687.48 and 251,298.11, respectively.

Key Figures

Shares to be sold: 1,762 shares Aggregate market value: 35,680.50 Shares outstanding: 27,500,000 shares +4 more

7 metrics

Shares to be sold 1,762 shares Common shares covered by the notice for planned sale

Aggregate market value 35,680.50 Aggregate market value for the 1,762 common shares to be sold

Shares outstanding 27,500,000 shares Number of common shares outstanding referenced in the notice

Approximate sale date 07/16/2026 Approximate date of the proposed sale through Morgan Stanley Smith Barney LLC

Prior sale amount 2,481 shares; 49,687.48 Common shares and reported amount for 10b5-1 sale on 07/07/2026 by JENNY C YEH TRUST

Earlier sale amount 12,840 shares; 251,298.11 Common shares and reported amount for 10b5-1 sale on 07/01/2026 by JENNY C YEH TRUST

RSU acquisition date 09/15/2024 Date Restricted Stock Units were acquired from the issuer that underlie the 1,762 shares

Key Terms

Restricted Stock Units, 10b5-1 Sales, Securities To Be Sold, Securities Sold During The Past 3 Months

4 terms

Restricted Stock Units financial

"Common | 09/15/2024 | Restricted Stock Units | Issuer"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

10b5-1 Sales regulatory

"10b5-1 Sales for JENNY C YEH TRUST 525 Almanor Avenue"

10b5-1 sales are pre-arranged stock-trading plans that let company insiders automatically buy or sell shares according to a fixed schedule or formula, even if they later learn confidential information. Think of it as setting up an automatic thermostat for trades: it creates a clear, documented path that can protect insiders from insider-trading accusations and gives investors a signal about predictable insider activity—though it can also simply be a way for insiders to diversify or raise cash.

Securities To Be Sold regulatory

"144: Securities To Be Sold Common | 09/15/2024 | Restricted Stock Units"

Securities Sold During The Past 3 Months regulatory

"144: Securities Sold During The Past 3 Months 10b5-1 Sales"

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

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Available on EDGAR 07/16/2026 - 04:33 PM Accepted by SEC EDGAR 07/16/2026 - 04:32 PM Learn about SEC filing dates

FAQ

What does OOMA's Form 144 filing report?

The filing reports a planned sale of 1,762 common shares of OOMA stock through Morgan Stanley Smith Barney LLC around July 16, 2026, tied to Restricted Stock Units acquired from the issuer on September 15, 2024.

How many OOMA (OOMA) shares are proposed to be sold?

The notice covers a proposed sale of 1,762 common shares. These shares are associated with Restricted Stock Units acquired on 09/15/2024, and the filing lists an aggregate market value of 35,680.50 for the planned sale.

When are the OOMA (OOMA) shares expected to be sold under this Form 144?

The proposed transaction lists an approximate sale date of 07/16/2026. Morgan Stanley Smith Barney LLC is identified as the broker, and the common stock is shown as trading on the NYSE in connection with this planned sale.

What prior OOMA (OOMA) stock transactions by JENNY C YEH TRUST are disclosed?

The filing lists "10b5-1 Sales" for JENNY C YEH TRUST of 2,481 OOMA common shares on 07/07/2026 for 49,687.48 and 12,840 common shares on 07/01/2026 for 251,298.11 during the past three months.

How many OOMA (OOMA) shares are referenced as outstanding in the Form 144?

The Form 144 references 27,500,000 shares as the number of common shares outstanding. This figure appears alongside the proposed sale of 1,762 shares, providing context for the relative size of the planned transaction.

What is the origin of the OOMA (OOMA) shares being sold in this Form 144?

The shares are tied to Restricted Stock Units acquired from the issuer on 09/15/2024. The Form 144 indicates these RSUs as the source of the 1,762 common shares that are now being registered for potential sale.

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

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

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

Relationship to Issuer

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	1762	35680.50	27500000	07/16/2026	NYSE

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	09/15/2024	Restricted Stock Units	Issuer			1762	09/15/2024	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
10b5-1 Sales for JENNY C YEH TRUST 525 Almanor Avenue, Suite 200 Sunnyvale CA 94085	Common	07/07/2026	2481	49687.48
10b5-1 Sales for JENNY C YEH TRUST 525 Almanor Avenue, Suite 200 Sunnyvale CA 94085	Common	07/01/2026	12840	251298.11

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

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

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)