Planned 1,757-share sale disclosed by Ooma (NYSE: OOMA) holder

Rhea-AI Filing Summary

Ooma, Inc. shareholder JENNY C YEH TRUST filed a notice to sell up to 1,757 shares of common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of $36,510.46, on or after July 28, 2026 on the NYSE. The filing also lists recent sales under a Rule 10b5-1 trading plan: 12,840 shares for $251,298.11 on July 1, 2026; 2,481 shares for $49,687.48 on July 7, 2026; and 1,762 shares for $37,002.00 on July 16, 2026.

Key Figures

Shares planned for sale: 1,757 shares Planned sale market value: $36,510.46 10b5-1 sale July 1, 2026: 12,840 shares for $251,298.11 +2 more

5 metrics

Shares planned for sale 1,757 shares Planned sale of common stock on or after July 28, 2026

Planned sale market value $36,510.46 Aggregate market value of 1,757 shares to be sold

10b5-1 sale July 1, 2026 12,840 shares for $251,298.11 Rule 10b5-1 sale reported by JENNY C YEH TRUST

10b5-1 sale July 7, 2026 2,481 shares for $49,687.48 Rule 10b5-1 sale reported by JENNY C YEH TRUST

10b5-1 sale July 16, 2026 1,762 shares for $37,002.00 Rule 10b5-1 sale reported by JENNY C YEH TRUST

Key Terms

Form 144, Rule 10b5-1, Restricted Stock Units

3 terms

Form 144 regulatory

"144: Securities To Be Sold"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Rule 10b5-1 regulatory

"10b5-1 Sales for JENNY C YEH TRUST"

Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

Restricted Stock Units financial

"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.

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

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Available on EDGAR 07/28/2026 - 04:21 PM Accepted by SEC EDGAR 07/28/2026 - 04:20 PM Learn about SEC filing dates

FAQ

What stock sale is being planned in the OOMA Form 144 filing?

The filing reports a planned sale of up to 1,757 shares of Ooma common stock, with an aggregate market value of $36,510.46, to be executed through Morgan Stanley Smith Barney LLC on or after July 28, 2026.

Who is the selling security holder in OOMA’s Form 144 notice?

The selling security holder is the JENNY C YEH TRUST, which filed to sell Ooma common shares via Morgan Stanley Smith Barney LLC and reported recent sales under a Rule 10b5-1 trading plan during July 2026.

What recent 10b5-1 plan sales of OOMA stock were disclosed?

The trust reported Rule 10b5-1 sales of Ooma stock: 12,840 shares for $251,298.11 on July 1, 2026; 2,481 shares for $49,687.48 on July 7; and 1,762 shares for $37,002.00 on July 16.

On which exchange is the planned OOMA share sale expected to occur?

The planned sale of 1,757 Ooma common shares is expected to occur on the NYSE, according to the Form 144 notice, using Morgan Stanley Smith Barney LLC as the broker.

What type of OOMA security is covered by the Form 144 and related awards?

The Form 144 covers common stock of Ooma. It also notes earlier issuance of Restricted Stock Units on June 15, 2025 as the source of the securities held by the selling trust.

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	1757	36510.46	27500000	07/28/2026	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	06/15/2025	Restricted Stock Units	Issuer			1757	06/15/2025	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	07/16/2026	1762	37002.00
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)