Ooma trust plans sale of 27K shares worth $561K

Ooma, Inc. (OOMA) received a Rule 144 notice that the JENNY C YEH TRUST intends to sell up to 27,316 shares of Ooma common stock through Morgan Stanley Smith Barney LLC, with an approximate aggregate market value of $560,797.48.

Rhea-AI Filing Summary

Ooma, Inc. (OOMA) received a Rule 144 notice that the JENNY C YEH TRUST intends to sell up to 27,316 shares of Ooma common stock through Morgan Stanley Smith Barney LLC, with an approximate aggregate market value of $560,797.48. The planned sale date is 08/27/2026 on the NYSE, with 27,500,000 Ooma common shares outstanding.

The securities to be sold were acquired from the issuer through restricted stock units vesting between 12/01/2024 and 09/15/2025, the exercise of stock options, and an Employee Stock Purchase Plan. The notice also lists recent 10b5-1 plan sales by the same trust in July 2026 as background.

Key Figures

Shares to be sold: 27,316 shares Aggregate market value: $560,797.48 Shares outstanding: 27,500,000 shares +5 more

8 metrics

Shares to be sold 27,316 shares Maximum number of Ooma common shares covered by the Rule 144 notice

Aggregate market value $560,797.48 Aggregate market value of the 27,316 shares proposed to be sold

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

Stock options shares 3,125 shares Shares to be sold acquired via exercise of stock options dated 08/27/2026

RSU shares 21,301 shares Shares to be sold acquired via restricted stock units dated 12/01/2024

ESPP shares 2,890 shares Shares to be sold acquired via Employee Stock Purchase Plan dated 03/15/2025

Single 10b5-1 sale 12,840 shares for $251,298.11 10b5-1 sale of Ooma common stock on 07/01/2026 by JENNY C YEH TRUST

Date of Notice 08/27/2026 Date on which the Rule 144 notice was signed and filed

Key Terms

Rule 144, restricted stock units, Employee Stock Purchase Plan, 10b5-1 Sales, +1 more

5 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.

restricted stock units financial

"The securities to be sold were acquired upon the vesting of restricted stock units"

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.

Employee Stock Purchase Plan financial

"Common | 03/15/2025 | Employee Stock Purchase Plan | Issuer"

An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.

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.

Exercise of Stock Options financial

"Common | 08/27/2026 | Exercise of Stock Options | Issuer"

FAQ

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

What does the Form 144 filing mean for OOMA shareholders?

The filing states that the JENNY C YEH TRUST intends to sell up to 27,316 Ooma common shares under Rule 144, with an aggregate market value of $560,797.48. It is a notice of a potential resale of existing shares, not an issuance of new shares.

How many OOMA shares are covered by this Form 144 notice?

The notice covers up to 27,316 shares of Ooma common stock, with an aggregate market value of $560,797.48, to be sold through Morgan Stanley Smith Barney LLC on or about 08/27/2026.

How were the OOMA shares being sold under this Form 144 acquired?

The securities to be sold were acquired from Ooma through restricted stock units that vested between 12/01/2024 and 09/15/2025, along with shares from the exercise of stock options and participation in an Employee Stock Purchase Plan.

What recent sales has the JENNY C YEH TRUST made in OOMA stock?

The notice lists several 10b5-1 plan sales of Ooma common stock in July 2026, including a sale of 12,840 shares for $251,298.11 on 07/01/2026 and other smaller sales on 07/07/2026, 07/16/2026, and 07/28/2026.

How many OOMA shares are outstanding according to this filing?

The filing reports that 27,500,000 shares of Ooma common stock were outstanding. This figure is provided as context for the potential sale and is separate from the 27,316 shares covered by the Form 144 notice.

Who is acting as broker for the planned OOMA share sale?

The planned sale of up to 27,316 Ooma common shares is to be executed through Morgan Stanley Smith Barney LLC Executive Financial Services, located at 1 New York Plaza, New York, NY, as stated in the notice.

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

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Available on EDGAR 08/27/2026 - 04:41 PM EDT Accepted by SEC EDGAR 08/27/2026 - 04:40 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	0001724512
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	Ooma, Inc.
SEC File Number	001-37493
Address of Issuer	525 Almanor Avenue, Suite 200 Sunnyvale CALIFORNIA 94085
Phone	6505666600
Name of Person for Whose Account the Securities are To Be Sold	JENNY C YEH 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	27316	560797.48	27500000	08/27/2026	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	08/27/2026	Exercise of Stock Options	Issuer			3125	08/27/2026	Cash
Common	12/01/2024	Restricted Stock Units	Issuer			21301	12/01/2024	N/A
Common	03/15/2025	Employee Stock Purchase Plan	Issuer			2890	03/15/2025	Cash

* 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	07/28/2026	1757	38654.00
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	The securities to be sold were acquired upon the vesting of restricted stock units during the period of 12/1/2024 through 09/15/2025
Date of Notice	08/27/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	04/01/2026
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/ Jenny C Yeh
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)