144 ·Filed Aug 4, 2026

IOT

Samsara Inc.
NEUTRAL
Impact 2/10
Horizondays Processed1mo ago SEC0001921094-26-000801
Actionable Insight • Neutral

The selling pattern from a former affiliate is not alarming given the small size relative to market cap. Monitor for any acceleration of insider selling or filings from current executives, which would carry more weight. No immediate trading action warranted.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d ⚠ clustered
IOT ▼ -5.01% at T+20d
NEUTRAL call ✗ call lost -5.01% · α vs SPY -4.41% · entry $38.73 → $36.79
Next anchor: T+60d in 26d
Latest observation: T+38 -20.24% FF3 residual α
Entry anchored
Aug 4, 03:59 PM ET
via exchange tick
T+1d
-1.32%
call -1.32% · α -1.16%
$38.22
settled 8w ago
T+5d
+1.57%
call +1.57% · α +1.22%
$39.34
settled 7w ago
T+20d
-5.01%
call -5.01% · α -4.41%
$36.79
settled 4w ago
T+60d
—
call — · α —
—
in 26d

Price Chart

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Executive Summary

Former affiliate Susan L. Bostrom filed a Form 144 to sell 30,000 shares of Samsara Inc. (IOT) worth approximately $1.15M. This follows recent sales of 87,403 shares (~$3.33M) on July 28-29, 2026, bringing total recent sales to ~117,403 shares (~$4.48M). The proposed sale is small relative to IOT's $21.6B market cap and represents routine diversification by a former insider.

Key Facts

  • Susan L. Bostrom (former affiliate) intends to sell 30,000 shares of IOT common stock at an estimated market value of $1,147,501.
  • She previously sold 37,403 shares on 07/28/2026 for $1,397,474 and 50,000 shares on 07/29/2026 for $1,930,058.
  • Total recent insider sales by Bostrom amount to approximately 117,403 shares worth ~$4.48M.
  • The shares being sold were acquired through restricted stock lapses (equity compensation) in 2023.
  • Recent insider activity (30d) shows 4 sells totaling $2.1M prior to this filing.

Financial Impact

Proposed sale of 30,000 shares (~$1.15M) represents ~0.005% of IOT's $21.6B market cap; combined with prior sales totals ~$4.48M, still immaterial.

dilutioninsider holdings

Risk Factors

  • Further insider selling could create modest overhang sentiment.
  • Former affiliate sales may signal lack of confidence, though amounts are small.

Market Snapshot

Exchange
NYSE
Sector
Services-Computer Integrated Systems Design
Analyst Consensus
78% bullish (27 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (IOT) — Batch item 10001921094-26-000801
Document: 0001921094-26-000801-index.html0001921094-26-000801
Document: 0001921094-26-000801.txt0001921094-26-000801
144 Filing (IOT) — Batch item 40001921094-26-000801
Document: 0001921094-26-000801-index.html0001921094-26-000801
Document: 0001921094-26-000801.txt0001921094-26-000801
36 reports for IOT
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+5▲ +15.67%Apr 1, 2026
Filters
Rows
Reports for IOT — sortable, filterable
TypeNow
Aug 27, 2026
5w ago
Insider Cluster
BEARISH ★ 4/10
$41.16 $37.96▲ +7.77%▲ +8.28%$41.12 (+0.10%)
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$39.94 $39.55▼ −0.98%▼ −0.70%$41.12 (+2.95%)
Aug 7, 2026
7w ago
144
NEUTRAL ★ 3/10
$39.86 $40.15▲ +0.73%▲ +1.64%$41.12 (+3.16%)
Aug 6, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$38.22 $38.75▲ +1.39%▲ +0.79%$41.12 (+7.59%)
Aug 5, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$38.22 $38.75▲ +1.39%▲ +0.79%$41.12 (+7.59%)
Aug 4, 2026
8w ago
144
NEUTRAL ★ 2/10
$38.73 $36.79▼ −5.01%▼ −4.41%$41.12 (+6.17%)
Jul 29, 2026
9w ago
Insider Cluster
NEUTRAL ★ 4/10
$35.80 $41.87▲ +16.96%▲ +12.99%$41.12 (+14.86%)
Jul 28, 2026
9w ago
144
NEUTRAL ★ 2/10
$38.75 $39.84▲ +2.81%▼ −2.21%$41.12 (+6.12%)
Jul 23, 2026
10w ago
Insider Cluster
NEUTRAL ★ 4/10
$33.11 $39.94▲ +20.63%▲ +17.00%$41.12 (+24.19%)
Jul 23, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$33.11 $39.94▲ +20.63%▲ +17.00%$41.12 (+24.19%)
Showing 10 of 36

US Market Status

Market Closed — Opens Mon (65h 7m)

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