Bicket John has demonstrated a consistent and exclusive focus on selling shares of Samsara Inc. (IOT), with no recorded purchases across 114 transactions totaling over $113.5 million in sales. The activity is concentrated entirely on IOT, with no trades in other companies. Recent filings show a continuation of this pattern, with 23 sales executed between January and February 2026, including multiple transactions per day. On February 17, 2026, Bicket sold shares worth $97,229, $1.07 million, $21,427, $255,878, $281,540, and a single large block of $5.1 million. Earlier in the month, February 3-4 saw sales of $286,846, $267,619, $2,611, $839,811, $855,820, and $4.4 million. The January 20 and January 6 filings followed a similar structure, with clustered sales ranging from $43,366 to $6.46 million.
The transactions suggest a methodical unwinding of positions rather than a single liquidation event, with sales occurring in varied increments across multiple dates. Notably, two transactions on January 6 were coded as "C" (conversion of derivative security) with $0 reported value, indicating possible option exercises or other non-cash adjustments preceding sales. The absence of any buying activity—both in recent months and across Bicket’s entire filing history—points to a sustained reduction in exposure to IOT. The scale and repetition of sales, particularly the recurring six-figure to multimillion-dollar dispositions, underscore a deliberate and ongoing divestment strategy.
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