Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OOMA INCOOMA · Entity 2473 | Director | June 04, 2026 | June 08, 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 June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 174,010 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 9,743 · Balance 174,010 F1: 100% of the total number of restricted stock units shall vest on the date of the Company's 2027 annual stockholder meeting, subject to the Reporting Person's continued service as a member of the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the total number of restricted stock units shall vest on the date of the Company's 2027 annual stockholder meeting, subject to the Reporting Person's continued service as a member of the Board.
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 |
|---|---|---|---|---|---|---|
| June 04, 2026 Filed Jun 8, 2026 22:57 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 9,743 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-262380 · ownership.xml · nonDerivative · entry 1 GOETTNER PETER J · CIK 0001235102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,010 F1 · shares: 100% of the total number of restricted stock units shall vest on the date of the Company's 2027 annual stockholder meeting, subject to the Reporting Person's continued service as a member of the Board. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:41 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 11,556 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083996 · ownership.xml · nonDerivative · entry 1 GOETTNER PETER J · CIK 0001235102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,267 F1 · shares: 100% of the total number of restricted stock units shall vest on the date of the Company's 2026 annual stockholder meeting, subject to the Reporting Person's continued service as a member of the Board. Read SEC document |
| February 19, 2025 Filed Feb 20, 2025 23:21 UTC | OOMA INC OOMA · Entity 2473 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $9.18 | $0.00 |
DisclosureSEC source: 0000950170-25-024418 · ownership.xml · derivative · entry 2 GOETTNER PETER J · CIK 0001235102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2025-02-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: 1/48th of the option vested on the one month anniversary of 2/22/2015 and 1/48th of the option vested monthly thereafter. The option is fully vested and exercisable. Read SEC document |
| February 19, 2025 Filed Feb 20, 2025 23:21 UTC | OOMA INC OOMA · Entity 2473 | Exercise / conversionCommon Stock | 10,000 | $9.18 | $91,800.00 |
DisclosureSEC source: 0000950170-25-024418 · ownership.xml · nonDerivative · entry 1 GOETTNER PETER J · CIK 0001235102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,711 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: The total shares reported has been adjusted for 77 shares inadvertently over reported on a Form 4 filed on June 7, 2024. Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 19:07 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 19,762 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-070506 · ownership.xml · nonDerivative · entry 1 GOETTNER PETER J · CIK 0001235102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,788 F1 · shares: 100% of the total number of restricted stock units shall vest on the date of the Company's 2025 annual stockholder meeting, subject to the Reporting Person's continued service as a member of the Board. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 23:52 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 11,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-034669 · doc4.xml · nonDerivative · entry 1 GOETTNER PETER J · CIK 0001235102 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,026 F1 · shares: 100% of the total number of restricted stock units shall vest on the date of the Company's 2024 annual stockholder meeting, subject to the Reporting Person's continued service as a member of the Board. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:52 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 11,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-034134 · doc4.xml · nonDerivative · entry 1 GOETTNER PETER J · CIK 0001235102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,243 F1 · shares: 100% of the total number of restricted stock units shall vest on the date of the Company's 2023 annual stockholder meeting, subject to the Reporting Person's continued service as a member of the Board. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 22:31 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 7,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-038375 · doc4.xml · nonDerivative · entry 1 GOETTNER PETER J · CIK 0001235102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,888 F1 · shares: 100% of the total number of restricted stock units shall vest on the date of the Company's 2022 annual stockholder meeting, subject to the Reporting Person's continued service as a member of the Board. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 22:57 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 10,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034836 · doc4.xml · nonDerivative · entry 1 GOETTNER PETER J · CIK 0001235102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,390 F1 · shares: 100% of the total number of restricted stock units shall vest on the date of the Company's 2021 annual stockholder meeting, subject to the Reporting Person's continued service as a member of the Board. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 21:31 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 9,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-036476 · doc4.xml · nonDerivative · entry 1 GOETTNER PETER J · CIK 0001235102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,939 F1 · shares: 100% of the total number of restricted stock units shall vest on the date of the Company's 2020 annual stockholder meeting, subject to the Reporting Person's continued service as a member of the Board. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 00:43 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 10,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036545 · doc4.xml · nonDerivative · entry 1 GOETTNER PETER J · CIK 0001235102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,332 F1 · shares: 100% of the total number of restricted stock units shall vest on the date of the Company's 2019 annual stockholder meeting, subject to the Reporting Person's continued service as a member of the Board. Read SEC document |
| June 20, 2017 Filed Jun 23, 2017 01:03 UTC | OOMA INC OOMA · Entity 2473 | GrantCommon Stock | 12,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041504 · doc4.xml · nonDerivative · entry 1 GOETTNER PETER J · CIK 0001235102 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,420 F1 · shares: 100% of the total number of restricted stock units shall vest on the date of the Company's 2018 annual stockholder meeting to be held on or about June 20, 2018, subject to the Reporting Person's continued service as a member of the Board. 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.