Marc L Andreessen

Marc L Andreessen sells 1,113,660 shares (33.0% reduction) for $36,640,353.34 at Samsara Inc.

Marc L Andreessen executed 4 separate sales totaling 1,113,660 shares for $36,640,353.34, reducing his holdings from 3,370,147 shares to 2,256,487 shares—a 33.0% reduction. The sales occurred over two trading days (2026-06-10 to 2026-06-11) at prices ranging from $32.18 to $34.11, with a blended average of $32.90. His prior IOT sales (all on 2025-09-09) posted 90-day returns of +10.2%, +10.3%, +12.8%, and +15.5%—all positive—indicating his timing at that ticker has been consistently poor, with 0 of 5 prior sells well-timed at the 90-day mark. The current stock price of $33.66 stands 29.1% below the 52-week high of $47.47, yet the 30-day momentum is strong at +22.3%, conflicting with the typical conditions when insiders reduce large positions.

Marc Andreessen sells 1,142,827 shares (1.14M) at $34.05–$34.99 for $38,977,309.15; reduces stake 25.3%

Marc L Andreessen (Director) executed 6 separate sales totaling 1,142,827 shares for $38,977,309.15 (blended average $34.11) on June 8–9, 2026, reducing his IOT holdings from 4,512,974 to 3,370,147 shares (a -25.3% reduction). The sales occurred at prices well above the current market price of $32.64 and within the stock's 52-week range of $23.38–$48.40. Against his prior five sales at IOT (all on 2025-09-09), each of which saw positive 90-day returns ranging from +10.2% to +15.5%, this filing presents a timing contrast: the stock is now -32.6% from its 52-week high and up +12.3% over 30 days, yet prior sales by this filer at this ticker showed no pattern of well-timed exits (0 of 5 prior sells were well-timed at the 90-day mark). The company reported positive quarterly revenue growth of +29.6% year-over-year and $416.0M in latest-quarter revenue, though it remains unprofitable on a full-year basis. The large magnitude of this sale and the reduction of nearly one-quarter of his holdings warrant attention to whether this reflects a scheduled plan or discretionary positioning at current valuations.

Director Marc Andreessen sells entire 793.3K share stake in Samsara for $30.6M across 9 transactions on 2025-09-09 at $37.90–$39.70

Marc Andreessen executed 9 separate sales totaling 793,331 shares for $30,582,002.88 at blended average price $38.55, liquidating his entire common share position in Samsara. The sales occurred on the same day across three distinct price points ($37.90, $38.78, and $39.67), with smaller residual lots at $37.91, $38.79, and $39.70, suggesting a coordinated block execution rather than spontaneous dispositions. At Samsara's prior trades at the same ticker, Andreessen's 5 preceding sales (all on 2025-06-10) showed mixed timing outcomes: only 1 of 5 was well-timed at the 90-day mark, and the most recent June sales saw 30-day declines ranging from -5.9% to -9.5%, indicating his prior exits preceded near-term weakness. The company remains unprofitable (net income $-16,800,000.00 over the latest full year) despite robust revenue growth of +33.3% year-over-year, leaving investors with a high-growth but loss-making profile; the current price of $38.75 sits -36.4% below the 52-week high of $60.96, reflecting substantial drawdown since the year's peak.

Director Marc Andreessen sells 399,026 shares of Samsara (IOT) for $16,491,120.00 in 10 transactions

Marc Andreessen, a director at Samsara Inc., executed 10 separate sales totaling 399,026 shares for $16,491,120.00 on 2025-06-10, with a blended average price of $41.33. This represents a complete conversion of his derivative holdings at this price level. At Samsara's prior trades in March 2025, Andreessen's three months of holding resulted in stock appreciation (30d +14.0% to +15.8%, 90d +30.3% to +32.4%), whereas his December 2024 sale has underperformed significantly (90d -26.6%), indicating mixed execution timing across his IOT activity. The company remains unprofitable with net income of $-22,121,000.00 against revenue of $366,884,000.00, though annual revenue growth reached +33.3%, placing the sale amid high-growth but loss-making fundamentals. The current price of $42.34 sits -30.5% from the 52-week high of $60.96 and is trading -6.4% over the past 30 days, suggesting the sale occurred in a period of near-term weakness.

Director Marc Andreessen sells 292,931 shares of Samsara (IOT) for $10.0M; prior same-ticker sales all well-timed to declines

Marc L Andreessen (Director) executed 4 separate sales on 2025-03-10 totaling 292,931 shares for $10,014,473.78 at a blended average price of $34.19, reducing his position to zero shares. His prior 5 trades at Samsara were all well-timed at the 90-day mark, with each generating negative 90-day returns ranging from -25.0% to -29.1%, indicating a consistent pattern of selling ahead of declines. The stock has since fallen 30.9% over the past 30 days and 18.1% over 90 days, trading at $38.02 versus the insider's $34.19 average sale price. Note: This filing reflects a derivative conversion transaction; the insider's full derivative holdings in Table II are not yet populated, so this sale should not be characterized as a complete position exit but rather as a conversion of a specific batch of derivative securities.

Marc Andreessen sells 330,538 shares of Samsara at blended avg $45.06; stock now at $46.27, +16.2% in 30d, +64.8% in 90d.

Director Marc Andreessen executed 11 separate sales totaling 330,538 shares for $14,895,073.26 on 2024-09-11, reducing his holdings to zero shares in the open-market transaction pool. The sales occurred at prices ranging from $42.75 to $45.94, with a blended average price of $45.06, which is now below the current price of $46.27. Against his broader cross-ticker track record of 20 prior sells with an average 90-day return of +10.5% (55.00% well-timed rate), his two prior IOT sales on 2024-06-13 both posted strong positive returns: +59.6% and +54.9% at 90 days, meaning neither was well-timed (the stock rose after his sales). The company posted revenue of $300,202,000.00 in the latest quarter and annual revenue growth of +43.6%, but remains unprofitable with a net loss of $49,610,000.00. Note: This filing reflects a derivative-conversion transaction; the Form 4 Table II (derivative securities) is not yet populated, so the insider may retain additional derivative positions not visible in Table I.