Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OOMA INCOOMA · Entity 2473 | VP & Chief Accounting Officer | September 24, 2026 | September 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
OOMA INC
Report date September 24, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,455 |
Ending reported balance
After 2026-09-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-24 · Exercise / conversion · Acquired 1,500 · Balance 84,955 Row 2 · 2026-09-24 · Sale · Disposed 1,500 · Balance 83,455 F1: The range of prices for the shares of Common Stock sold is from $22.149 to $22.16. The Reporting Person undertakes that she will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. |
| Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $10.52 · Expires 2030-03-14 | Direct | 0 |
Reported balance
After 2026-09-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-24 · Exercise / conversion · Disposed 1,500 · Balance 0 F2: The shares subject to the option are fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The range of prices for the shares of Common Stock sold is from $22.149 to $22.16. The Reporting Person undertakes that she will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.
F2: The shares subject to the option are fully vested and exercisable.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2024 Filed Mar 19, 2024 16:40 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 2,005 | $7.35 | $14,736.75 |
DisclosureSEC source: 0000950170-24-033264 · ownership.xml · nonDerivative · entry 2 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,244 F2 · shares: Represents shares acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 16:40 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 142 | $8.65 | $1,228.30 |
DisclosureSEC source: 0000950170-24-033264 · ownership.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,239 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| March 15, 2024 Filed May 14, 2024 20:58 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-059744 · ownership.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,244 F1 · shares: Represents restricted stock units which will vest as follows: 1/16th of the total original number of restricted stock units shall vest on June 15, 2024 and 1/16th of the total original number of restricted stock units shall vest on the same day of every 3rd month thereafter, subject to the Reporting Person's continuous status as a Service Provider (as defined in the Issuer's 2015 Equity Incentive Plan) through each applicable vesting date. F2 · balance_after: The total number of shares reported in Column 5 includes the transactions that also occurred on March 15, 2024 which were reported on a Form 4 filed with the SEC on March 19, 2024. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 23:45 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 201 | $9.34 | $1,877.34 |
DisclosureSEC source: 0000950170-24-030289 · ownership.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,381 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:38 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 366 | $10.04 | $3,674.64 |
DisclosureSEC source: 0001209191-24-004256 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,582 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 23:07 UTC | OOMA INC OOMA · Entity 2473 | SaleCommon Stock | 8,044 | $10.72 | $86,235.70 |
DisclosureSEC source: 0001209191-24-000512 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,948 F1 · price: The range of prices for the shares of Common Stock is from $10.67 to $10.805. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 21:28 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 126 | $10.02 | $1,262.52 |
DisclosureSEC source: 0001209191-23-059154 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,992 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 21:29 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 172 | $10.31 | $1,773.32 |
DisclosureSEC source: 0001209191-23-058285 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,118 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 22:03 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 324 | $11.86 | $3,842.64 |
DisclosureSEC source: 0001209191-23-057466 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,290 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 00:04 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 148 | $13.23 | $1,958.04 |
DisclosureSEC source: 0001209191-23-049837 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,614 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| September 08, 2023 Filed Sep 11, 2023 23:19 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 195 | $13.64 | $2,659.80 |
DisclosureSEC source: 0001209191-23-049024 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,762 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 23:10 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 343 | $14.14 | $4,850.02 |
DisclosureSEC source: 0001209191-23-048541 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,957 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:20 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 147 | $14.27 | $2,097.69 |
DisclosureSEC source: 0001209191-23-038377 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,300 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| June 08, 2023 Filed Jun 9, 2023 23:13 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 186 | $13.32 | $2,477.52 |
DisclosureSEC source: 0001209191-23-036058 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,447 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 23:42 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 330 | $13.50 | $4,455.00 |
DisclosureSEC source: 0001209191-23-034653 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,633 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:19 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 1,956 | $10.60 | $20,733.60 |
DisclosureSEC source: 0001209191-23-019907 · doc4.xml · nonDerivative · entry 2 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,963 F2 · shares: Represents shares acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:19 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 337 | $12.47 | $4,202.39 |
DisclosureSEC source: 0001209191-23-019907 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,007 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 22:52 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017935 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,344 F1 · security: Represent restricted stock units which will vest as follows: 1/16th of the total original number of restricted stock units shall vest on June 8, 2023 and 1/16th of the total original number of restricted stock units shall vest on the same day of every 3rd month thereafter, subject to the reporting person's continuous status as a Service Provider (as defined in the Stock Plan) through each applicable vesting date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:10 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 424 | $13.07 | $5,541.68 |
DisclosureSEC source: 0001209191-23-015719 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,344 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:45 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 306 | $13.81 | $4,225.86 |
DisclosureSEC source: 0001209191-22-061950 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,768 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| December 01, 2022 Filed Dec 6, 2022 00:35 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 368 | $15.38 | $5,659.84 |
DisclosureSEC source: 0001209191-22-059875 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,074 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 17:50 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 284 | $12.78 | $3,629.52 |
DisclosureSEC source: 0001209191-22-050458 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,442 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 19:27 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 315 | $11.65 | $3,669.75 |
DisclosureSEC source: 0001209191-22-048692 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,726 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 22:39 UTC | OOMA INC OOMA · Entity 2473 | Tax withholdingCommon Stock | 274 | $11.78 | $3,227.72 |
DisclosureSEC source: 0001209191-22-038102 · doc4.xml · nonDerivative · entry 1 Sabharwal Namrata · CIK 0001932872 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,041 F1 · kind: Shares delivered by Reporting Person to Issuer in payment of the withholding tax liability upon vesting of the restricted stock units. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.