Joshua G. James, Founder and CEO of Huckleberry.ai, Inc. (NASDAQ:DOMO), filed a Form 4 on September 23, 2026, reporting a transaction dated September 21, 2026, involving the withholding of Class B Common Stock shares to satisfy a tax obligation upon vesting of restricted stock units.

Key Highlights

  • Transaction type: 43,852 shares of Class B Common Stock were disposed of (transaction code F) at $3.72 per share on September 21, 2026, to cover tax liability upon RSU vesting.
  • Direct ownership after transaction: James directly holds 1,595,021 shares of Class B Common Stock following the reported transaction.
  • Indirect holdings: James indirectly holds an additional 429,810 shares through Cocolalla, LLC; 116,600 shares through James Family Charitable Remainder Trust; 2,143 shares by spouse; and 10,000 shares through Cinnamon Birch LLC.
  • Derivative securities: James holds Class A Common Stock convertible into Class B Common Stock on a one-to-one basis at any time, with no expiration date, and 3,263,659 Class B Common Stock derivative securities held indirectly through Cocolalla, LLC.
  • Roles: The reporting person is listed as Director, 10% Owner, and Founder and CEO of the issuer.

Josh James Class B Share Withholding and Beneficial Ownership Details

According to the filing, Joshua G. James disposed of 43,852 shares of Class B Common Stock on September 21, 2026, at a price of $3.72 per share. The filing states these shares were "withheld for payment of tax liability upon vesting of restricted stock units." Following this transaction, James directly beneficially owned 1,595,021 shares of Class B Common Stock.

In addition to his direct holdings, the filing reports several indirect beneficial ownership positions. James indirectly holds 429,810 shares of Class B Common Stock through Cocolalla, LLC, 116,600 shares through James Family Charitable Remainder Trust, 2,143 shares by spouse, and 10,000 shares through Cinnamon Birch LLC. The filing notes that James is the Manager of Cocolalla, LLC and holds "voting and dispositive power over the shares" held there.

Regarding derivative securities, the filing discloses that James holds Class A Common Stock that "is convertible into shares of Class B Common Stock on a one to one basis at any time at the election of the Reporting Person and has no expiration date." Additionally, 3,263,659 derivative securities tied to Class B Common Stock are held indirectly through Cocolalla, LLC. The Form 4 was signed by Alexis Coll as attorney-in-fact on September 23, 2026.

What Was Disclosed

The filing reported one non-derivative transaction: the withholding of 43,852 Class B Common Stock shares at $3.72 to cover taxes on RSU vesting, along with disclosure of James's total direct and indirect beneficial ownership positions and derivative security holdings.