James Wei

CIK 1167196 · last filed 2017-03-24

James Wei is a corporate insider who has filed 13 SEC Form 4 insider transactions across 2 companies since 2008. The most recent filing shows the insider sold $1.4M of OOMA on Mar 24, 2017. Across all open-market trades the lifetime net is −$55.6M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $70.7M across reported positions. 25 SEC filings were submitted jointly with WORLDVIEW TECHNOLOGY PARTNERS IV LP.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure
$70.67M
Companies
2
Total Filings
13
Lifetime Open-Market Net
-$55.58M

Charts

Trading activity, where the exposure sits, and each trade against the stock price.

OOMA price and trades

Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.

Shares held

Shares owned after each reported transaction on this company (direct holdings as reported).

Open-market buying and selling

by month

Dollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.

Exposure by company

latest
OfficerDirector10% owner* stale (no filing in 3 yrs)

Most recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.

Filer Profile

Reported Address
435 TASSO ST
SUITE 120
PALO ALTO, CA 94301
Related Filers
WORLDVIEW TECHNOLOGY PARTNERS IV LP — 25 joint filings, latest 2017-03-17
Michael Orsak — 20 joint filings, latest 2017-03-17
WORLDVIEW STRATEGIC PARTNERS IV LP — 20 joint filings, latest 2017-03-17
WORLDVIEW TECHNOLOGY INTERNATIONAL IV, L.P. — 20 joint filings, latest 2017-03-17
Tim Weingarten — 5 joint filings, latest 2005-02-16
Worldview Equity I, L.L.C. — 4 joint filings, latest 2017-03-17
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
OOMA Director 61,948 $18.23 $1.13M -$56.10M 7 2017-03-24
PAR Director 3,135,796 $22.18 $69.54M $518.1K 5 2009-09-23

Recent Filings

13 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2017-03-24 OOMA Sell (S) −144,027 -$1.41M EDGAR
2017-03-17 OOMA Sell (S) −3,290,483 -$27.51M EDGAR
2017-01-20 OOMA Sell (S) −3,275,000 -$27.18M EDGAR
2016-06-17 OOMA Grant (A) +14,000 $0 EDGAR
2015-07-22 OOMA Conv (C) +6,565,488 $0 EDGAR
2015-07-22 OOMA Conv (C) +6,565,488 $0 EDGAR
2015-07-20 OOMA Grant (A) +9,615 $0 EDGAR
2010-10-01 — Disp (D) — $0
2009-09-23 PAR Grant (A) — $0 EDGAR
2008-11-25 PAR Buy (P) +40,700 $270.2K EDGAR
Showing 1–10 of 13
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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.