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Ooma (NYSE: OOMA) SVP delivers 1,894 shares to cover RSU tax

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Ooma Inc. director and SVP & Chief Legal Officer Jenny C. Yeh reported a routine tax-related share disposition. She delivered 1,894 shares of common stock to the company to cover withholding tax due on the vesting of restricted stock units. After this tax-withholding transaction, she continues to directly hold 279,102 shares of Ooma common stock.

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Insider Yeh Jenny C
Role SVP & Chief Legal Officer
Type Security Shares Price Value
Tax Withholding Common Stock 1,894 $17.53 $33K
Holdings After Transaction: Common Stock — 279,102 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares used for tax withholding 1,894 shares Delivered to issuer for RSU withholding tax
Tax-withholding share price $17.53 per share Value applied to 1,894 shares
Shares held after transaction 279,102 shares Direct Ooma common stock holding post-transaction
restricted stock units financial
"upon vesting of the 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.
withholding tax liability financial
"in payment of the withholding tax liability upon vesting"
tax-withholding disposition financial
"transaction_action: tax-withholding disposition"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Form 4 regulatory
"INSIDER FILING DATA (Form 4)"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
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Form 4 Insider Transactions: What Each Field Means →
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*
Yeh Jenny C
(Last)(First)(Middle)
C/O OOMA, INC.
525 ALMANOR AVE., SUITE 200
(Street)
SUNNYVALE CALIFORNIA 94085
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
OOMA INC [ OOMA ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
SVP & Chief Legal Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/10/2026		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
Common Stock06/10/2026F(1)1,894D$17.53279,102D
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
Explanation of Responses:
1. Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units.
/s/ Jenny C. Yeh06/11/2026
** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did OOMA SVP Jenny C. Yeh report?

Jenny C. Yeh reported delivering 1,894 Ooma shares to the company to cover withholding taxes upon vesting of restricted stock units. This is a tax-withholding disposition, not an open-market sale of stock on an exchange.

Was Jenny C. Yeh’s OOMA transaction a market sale of shares?

No, the transaction was not a market sale. The 1,894 Ooma shares were delivered back to the company specifically to pay withholding tax due on vesting RSUs, a common administrative step for equity compensation.

How many OOMA shares does Jenny C. Yeh hold after this Form 4?

After the tax-withholding disposition, Jenny C. Yeh directly holds 279,102 shares of Ooma common stock. This figure reflects her position following delivery of 1,894 shares to satisfy the RSU-related tax obligation.

What price was used for Jenny C. Yeh’s OOMA tax-withholding shares?

The 1,894 Ooma shares used for tax withholding were valued at $17.53 per share for this transaction. That price is used to determine the value of shares applied to cover the RSU-related tax liability.

What does the footnote in Jenny C. Yeh’s OOMA Form 4 explain?

The footnote explains that the shares were delivered to Ooma to pay the withholding tax liability when restricted stock units vested. It clarifies the transaction is a tax-withholding disposition rather than a discretionary purchase or sale of Ooma shares.