Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Asana, Inc.ASAN · Entity 4425 | Chief Financial Officer | September 21, 2026 | September 23, 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.
Asana, Inc.
Report date September 21, 2026 · Filed September 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 726,721 |
Ending reported balance
After 2026-09-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-21 · Sale · Disposed 35,444 · Balance 729,945 F1: This sale reported on this Form 4 was effected pursuant to the Issuer's policy requiring sell-to-cover to satisfy certain tax obligations of the Reporting Person incurred with the vesting and settlement of certain Restricted Stock Units (RSUs). Row 2 · 2026-09-23 · Sale · Disposed 3,224 · Balance 726,721 F2: This sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted March 23, 2026, to satisfy additional tax withholding obligations in connection with the vesting of restricted stock units. F3: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $8.98 to $9.52 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: This sale reported on this Form 4 was effected pursuant to the Issuer's policy requiring sell-to-cover to satisfy certain tax obligations of the Reporting Person incurred with the vesting and settlement of certain Restricted Stock Units (RSUs).
F2: This sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted March 23, 2026, to satisfy additional tax withholding obligations in connection with the vesting of restricted stock units.
F3: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $8.98 to $9.52 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
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 |
|---|---|---|---|---|---|---|
| September 23, 2026 Filed Sep 23, 2026 22:56 UTC | Asana, Inc. ASAN · Entity 4425 | SaleClass A Common Stock | 3,224 | $9.26 | $29,866.17 |
DisclosureSEC source: 0001964323-26-000008 · wk-form4_1790204181.xml · nonDerivative · entry 2 Megji Aziz · CIK 0001964323 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 726,721 F2 · kind: This sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted March 23, 2026, to satisfy additional tax withholding obligations in connection with the vesting of restricted stock units. F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $8.98 to $9.52 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 21, 2026 Filed Sep 23, 2026 22:56 UTC | Asana, Inc. ASAN · Entity 4425 | SaleClass A Common Stock | 35,444 | $9.53 | $337,639.54 |
DisclosureSEC source: 0001964323-26-000008 · wk-form4_1790204181.xml · nonDerivative · entry 1 Megji Aziz · CIK 0001964323 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 729,945 F1 · kind: This sale reported on this Form 4 was effected pursuant to the Issuer's policy requiring sell-to-cover to satisfy certain tax obligations of the Reporting Person incurred with the vesting and settlement of certain Restricted Stock Units (RSUs). Read SEC document |
| June 24, 2026 Filed Jun 26, 2026 21:46 UTC | Asana, Inc. ASAN · Entity 4425 | SaleClass A Common Stock | 13,239 | $6.73 | $89,081.26 |
DisclosureSEC source: 0001477720-26-000050 · wk-form4_1782510359.xml · nonDerivative · entry 1 Megji Aziz · CIK 0001964323 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 765,389 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted March 23, 2026. F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $6.63 to $$6.86 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 22, 2026 Filed Jun 24, 2026 22:03 UTC | Asana, Inc. ASAN · Entity 4425 | SaleClass A Common Stock | 6,089 | $6.65 | $40,474.19 |
DisclosureSEC source: 0001964323-26-000006 · wk-form4_1782338602.xml · nonDerivative · entry 2 Megji Aziz · CIK 0001964323 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 778,628 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted March 23, 2026. F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $6.47 to $6.88 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 22, 2026 Filed Jun 24, 2026 22:03 UTC | Asana, Inc. ASAN · Entity 4425 | SaleClass A Common Stock | 25,607 | $6.66 | $170,517.01 |
DisclosureSEC source: 0001964323-26-000006 · wk-form4_1782338602.xml · nonDerivative · entry 1 Megji Aziz · CIK 0001964323 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 784,717 F1 · kind: This sale reported on this Form 4 was effected pursuant to the Issuer's policy requiring sell-to-cover to satisfy certain tax obligations of the Reporting Person incurred with the vesting and settlement of certain Restricted Stock Units (RSUs). Read SEC document |
| May 06, 2026 Filed May 8, 2026 21:10 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 585,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001964323-26-000004 · wk-form4_1778274615.xml · nonDerivative · entry 1 Megji Aziz · CIK 0001964323 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810,324 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 1/12 of the RSUs vest and settle into shares of Class A Common Stock on June 20, 2026, and 1/12 of the RSUs vest and settle into shares of Class A Common Stock quarterly thereafter. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 21:13 UTC | Asana, Inc. ASAN · Entity 4425 | SaleClass A Common Stock | 30,650 | $6.10 | $187,066.15 |
DisclosureSEC source: 0001477720-26-000027 · wk-form4_1774991617.xml · nonDerivative · entry 1 Megji Aziz · CIK 0001964323 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 224,549 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted March 14, 2025. 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.