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ZM

Zoom Communications, Inc.

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889
SEC CIK
0001585521
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771

Last 12 months

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0 purchase rows · 179 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 2025016
Dec 2025020
Jan 2026015
Feb 2026014
Mar 202605
Apr 2026025
May 2026017
Jun 2026022
Jul 2026013
Aug 2026013
Sep 202608
Oct 2026011

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 80,529 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · derivative · entry 28

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 22,608,560

Underlying: Class A Common Stock · 80,529 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F13 · derivative.exercise_price: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F13 · derivative.exercise_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F13 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F15 · balance_after: Includes 22,585,512 shares that were previously held directly that are now held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the 2018 Yuan and Zhang Revocable Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees.

F16 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the the 2018 Yuan and Zhang Revocable Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 11,545 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · derivative · entry 27

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 11,545 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F13 · derivative.exercise_price: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F13 · derivative.exercise_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F13 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
Exercise / conversionClass B Common Stock · Derivative 11,545 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · derivative · entry 26

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,545

Underlying: Class A Common Stock · 11,545 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F13 · derivative.exercise_price: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F13 · derivative.exercise_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F13 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 11,545 $0.00 Strike: $3.77 $0.00
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · derivative · entry 25

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,790

Underlying: Class B Common Stock · 11,545 shares

Expires 2028-09-24

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F14 · derivative.exercise_date: The shares subject to the option vest in monthly installments as follows: approximately 1,577 shares vested on October 24, 2018 and approximately 1,577 vested on the 24th day of each month thereafter through and including December 24, 2018, approximately 8,207 shares vested on January 24, 2019 and approximately 8,207 shares vest on the 24th day of each month thereafter through and including December 24, 2021 and approximately 7,472 shares vest on the 24th day of each month thereafter through and including September 24, 2022. The shares subject to this option are early exercisable, subject to the Issuer's right to repurchase.

F13 · derivative.underlying: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 4,080 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · derivative · entry 24

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,080 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F13 · derivative.exercise_price: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F13 · derivative.exercise_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F13 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
Exercise / conversionClass B Common Stock · Derivative 4,080 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · derivative · entry 23

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,080

Underlying: Class A Common Stock · 4,080 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F13 · derivative.exercise_price: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F13 · derivative.exercise_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F13 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,080 $0.00 Strike: $4.15 $0.00
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · derivative · entry 22

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,585

Underlying: Class B Common Stock · 4,080 shares

Expires 2023-09-24

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F12 · derivative.exercise_date: The shares subject to the option vest in monthly installments as follows: approximately 8,840 shares vested on October 24, 2018 and approximately 8,840 shares vested on the 24th day of each month thereafter through and including December 24, 2018, approximately 2,210 shares vested on January 24, 2019 and approximately 2,210 shares vest on the 24th day of each month thereafter through and including December 24, 2021 and approximately 2,945 shares vest on the 24th day of each month thereafter through and including September 24, 2022.

F13 · derivative.underlying: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 2,447 $113.71 $278,245.92
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 21

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F10 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.40 to $114.13. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F11 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 8,805 $112.85 $993,664.50
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 20

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 2,447

F9 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.40 to $113.39. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F11 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 9,870 $111.88 $1,104,296.07
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 19

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 11,252

F8 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.40 to $112.39. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F11 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 18,575 $110.79 $2,057,901.96
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 18

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 21,122

F7 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.40 to $111.39. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F11 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 16,067 $110.02 $1,767,697.77
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 17

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 39,697

F6 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.40 to $110.395. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F11 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 15,723 $108.85 $1,711,418.68
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 16

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 55,764

F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.40 to $109.39. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F11 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 5,634 $108.18 $609,467.53
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 15

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 71,487

F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.40 to $108.395. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F11 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 2,319 $106.92 $247,956.52
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 14

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 77,121

F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.40 to $107.38. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F11 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 1,089 $105.59 $114,991.97
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 13

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 79,440

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.20 to $106.175. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F11 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 80,529 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 12

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 80,529

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F11 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 468 $113.71 $53,216.28
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 11

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F10 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.40 to $114.13. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 1,704 $112.85 $192,300.83
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 10

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 468

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F9 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.40 to $113.39. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 1,905 $111.88 $213,139.21
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 9

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,172

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F8 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.40 to $112.39. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 3,645 $110.79 $403,818.98
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 8

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,077

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F7 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.40 to $111.39. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 3,111 $110.02 $342,275.64
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 7

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,722

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F6 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.40 to $110.395. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 3,046 $108.85 $331,550.40
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 6

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,833

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.40 to $109.39. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 1,090 $108.18 $117,914.13
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 5

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,879

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.40 to $108.395. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 445 $106.92 $47,581.00
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 4

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,969

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.40 to $107.38. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
SaleClass A Common Stock 211 $105.60 $22,280.59
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 3

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,414

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.20 to $106.175. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 11,545 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 2

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,625

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 00:20 UTC
Yuan Eric S.Director · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 4,080 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000047 · wf-form4_164695798602717.xml · nonDerivative · entry 1

Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,080

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 07, 2022 Filed Mar 9, 2022 00:21 UTC Exercise / conversionRestricted Stock Units · Derivative 126 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000044 · wf-form4_164678524393091.xml · derivative · entry 2

Chadwick Jonathan · CIK 0001375800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,262

Underlying: Class A Common Stock · 126 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's Class A Common Stock.

F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on September 7, 2021, which vest in equal installments on each quarterly anniversary date over twelve quarters.

F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on September 7, 2021, which vest in equal installments on each quarterly anniversary date over twelve quarters.

Read SEC document
March 07, 2022 Filed Mar 9, 2022 00:21 UTC Exercise / conversionClass A Common Stock 126 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000044 · wf-form4_164678524393091.xml · nonDerivative · entry 1

Chadwick Jonathan · CIK 0001375800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 252

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 04, 2022 Filed Mar 9, 2022 00:20 UTC
Bawa AparnaChief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 1,710 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000043 · wf-form4_164678522357956.xml · derivative · entry 3

Bawa Aparna · CIK 0001773301 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,105

Underlying: Class A Common Stock · 1,710 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's Class A Common Stock.

F5 · derivative.exercise_date: On July 23, 2020, the Compensation Committee approved an award of restricted stock units to be granted to the Reporting Person, effective September 4, 2020 (the "RSU"). The number of shares of the Issuer's Class A Common Stock issuable under the RSU was determined by dividing $7,000,000 by the average closing price of the Issuer's Class A Common Stock over the sixty (60) day trading period ending seven days prior to the September 4, 2020 grant date and rounding up to the nearest whole share. The RSU vests as to 1/4th of the shares subject to the RSU on the one-year anniversary of the grant date, with1/12 of the remaining shares vesting in equal quarterly installments over the next three years subject to the Reporting Person's continuous service as of such vesting dates. The RSU is subject to accelerated vesting in the event of termination of employment by the Reporting Person under certain circumstances in connection with a change in control of the Issuer.

F5 · derivative.expiration_date: On July 23, 2020, the Compensation Committee approved an award of restricted stock units to be granted to the Reporting Person, effective September 4, 2020 (the "RSU"). The number of shares of the Issuer's Class A Common Stock issuable under the RSU was determined by dividing $7,000,000 by the average closing price of the Issuer's Class A Common Stock over the sixty (60) day trading period ending seven days prior to the September 4, 2020 grant date and rounding up to the nearest whole share. The RSU vests as to 1/4th of the shares subject to the RSU on the one-year anniversary of the grant date, with1/12 of the remaining shares vesting in equal quarterly installments over the next three years subject to the Reporting Person's continuous service as of such vesting dates. The RSU is subject to accelerated vesting in the event of termination of employment by the Reporting Person under certain circumstances in connection with a change in control of the Issuer.

Read SEC document
March 04, 2022 Filed Mar 9, 2022 00:20 UTC
Bawa AparnaChief Operating Officer
Tax withholdingClass A Common Stock 665 $111.13 $73,901.45
Disclosure

SEC source: 0001585521-22-000043 · wf-form4_164678522357956.xml · nonDerivative · entry 2

Bawa Aparna · CIK 0001773301 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 97,347

F3 · shares: Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units.

F1 · balance_after: The shares were issued pursuant to an option that was early exercised by the Reporting Person, and 45,000 shares are subject to the Issuer's right to repurchase as of the date hereof.

F2 · ownership.nature: The shares are held of record by Rafik Bawa and Aparna Bawa, as Trustees of the Bawa Family Trust under agreement dated November 12, 2013, for which the Reporting Person and the Reporting Person's spouse serve as trustees.

Read SEC document
March 04, 2022 Filed Mar 9, 2022 00:20 UTC
Bawa AparnaChief Operating Officer
Exercise / conversionClass A Common Stock 1,710 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000043 · wf-form4_164678522357956.xml · nonDerivative · entry 1

Bawa Aparna · CIK 0001773301 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 98,012

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: The shares were issued pursuant to an option that was early exercised by the Reporting Person, and 45,000 shares are subject to the Issuer's right to repurchase as of the date hereof.

F2 · ownership.nature: The shares are held of record by Rafik Bawa and Aparna Bawa, as Trustees of the Bawa Family Trust under agreement dated November 12, 2013, for which the Reporting Person and the Reporting Person's spouse serve as trustees.

Read SEC document
March 02, 2022 Filed Mar 4, 2022 18:13 UTC
Steckelberg KellyChief Financial Officer
ConversionClass B Common Stock · Derivative 6,700 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000035 · wf-form4_164643561220929.xml · derivative · entry 12

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 6,700 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F11 · derivative.exercise_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F11 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

Read SEC document
March 02, 2022 Filed Mar 4, 2022 18:13 UTC
Steckelberg KellyChief Financial Officer
Exercise / conversionClass B Common Stock · Derivative 6,700 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000035 · wf-form4_164643561220929.xml · derivative · entry 11

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,700

Underlying: Class A Common Stock · 6,700 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F11 · derivative.exercise_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F11 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

Read SEC document
March 02, 2022 Filed Mar 4, 2022 18:13 UTC
Steckelberg KellyChief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 6,700 $0.00 Strike: $1.31 $0.00
Disclosure

SEC source: 0001585521-22-000035 · wf-form4_164643561220929.xml · derivative · entry 10

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 777,800

Underlying: Class B Common Stock · 6,700 shares

Expires 2028-01-06

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F10 · derivative.exercise_date: 1/4 of the shares subject to the option vested on November 6, 2018, and 1/48 of the shares vest monthly thereafter. The shares subject to this option are early exercisable, subject to the Issuer's right to repurchase.

F11 · derivative.underlying: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

Read SEC document
March 02, 2022 Filed Mar 4, 2022 18:13 UTC
Steckelberg KellyChief Financial Officer
SaleClass A Common Stock 700 $122.31 $85,619.52
Disclosure

SEC source: 0001585521-22-000035 · wf-form4_164643561220929.xml · nonDerivative · entry 8

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F8 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.12 to $122.59. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

Read SEC document
March 02, 2022 Filed Mar 4, 2022 18:13 UTC
Steckelberg KellyChief Financial Officer
SaleClass A Common Stock 1,800 $121.72 $219,103.92
Disclosure

SEC source: 0001585521-22-000035 · wf-form4_164643561220929.xml · nonDerivative · entry 7

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 700

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F7 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.10 to $122.09. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

Read SEC document
March 02, 2022 Filed Mar 4, 2022 18:13 UTC
Steckelberg KellyChief Financial Officer
SaleClass A Common Stock 600 $120.59 $72,354.00
Disclosure

SEC source: 0001585521-22-000035 · wf-form4_164643561220929.xml · nonDerivative · entry 6

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F6 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.05 to $120.86. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

Read SEC document
March 02, 2022 Filed Mar 4, 2022 18:13 UTC
Steckelberg KellyChief Financial Officer
SaleClass A Common Stock 1,400 $119.20 $166,877.06
Disclosure

SEC source: 0001585521-22-000035 · wf-form4_164643561220929.xml · nonDerivative · entry 5

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,100

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.70 to $119.69. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

Read SEC document
March 02, 2022 Filed Mar 4, 2022 18:13 UTC
Steckelberg KellyChief Financial Officer
SaleClass A Common Stock 300 $118.09 $35,426.94
Disclosure

SEC source: 0001585521-22-000035 · wf-form4_164643561220929.xml · nonDerivative · entry 4

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,500

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.69 to $118.62. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

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March 02, 2022 Filed Mar 4, 2022 18:13 UTC
Steckelberg KellyChief Financial Officer
SaleClass A Common Stock 1,200 $117.11 $140,532.96
Disclosure

SEC source: 0001585521-22-000035 · wf-form4_164643561220929.xml · nonDerivative · entry 3

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,800

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.68 to $117.64. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

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March 02, 2022 Filed Mar 4, 2022 18:13 UTC
Steckelberg KellyChief Financial Officer
SaleClass A Common Stock 700 $115.98 $81,188.38
Disclosure

SEC source: 0001585521-22-000035 · wf-form4_164643561220929.xml · nonDerivative · entry 2

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,000

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.59 to $116.49. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

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March 02, 2022 Filed Mar 4, 2022 18:13 UTC
Steckelberg KellyChief Financial Officer
ConversionClass A Common Stock 6,700 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000035 · wf-form4_164643561220929.xml · nonDerivative · entry 1

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,700

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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March 01, 2022 Filed Mar 3, 2022 23:54 UTC GrantRestricted Stock Units · Derivative 476 $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000032 · wf-form4_164635164557125.xml · derivative · entry 1

McDermott William R · CIK 0001334944 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 476

Underlying: Class A Common Stock · 476 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's Class A Common Stock.

F2 · derivative.exercise_date: The reporting person received an award of restricted stock units all of which will vest in full on June 15, 2022, the day immediately preceding the Company's annual meeting of stockholders.

F2 · derivative.expiration_date: The reporting person received an award of restricted stock units all of which will vest in full on June 15, 2022, the day immediately preceding the Company's annual meeting of stockholders.

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February 14, 2022 Filed Feb 16, 2022 18:26 UTC
Steckelberg KellyChief Financial Officer
ConversionClass B Common Stock · Derivative 6,700 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000022 · wf-form4_164505394917820.xml · derivative · entry 11

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 6,700 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F10 · derivative.exercise_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F10 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

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February 14, 2022 Filed Feb 16, 2022 18:26 UTC
Steckelberg KellyChief Financial Officer
Exercise / conversionClass B Common Stock · Derivative 6,700 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001585521-22-000022 · wf-form4_164505394917820.xml · derivative · entry 10

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,700

Underlying: Class A Common Stock · 6,700 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F10 · derivative.exercise_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

F10 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

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February 14, 2022 Filed Feb 16, 2022 18:26 UTC
Steckelberg KellyChief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 6,700 $0.00 Strike: $1.31 $0.00
Disclosure

SEC source: 0001585521-22-000022 · wf-form4_164505394917820.xml · derivative · entry 9

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 784,500

Underlying: Class B Common Stock · 6,700 shares

Expires 2028-01-06

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_date: 1/4 of the shares subject to the option vested on November 6, 2018, and 1/48 of the shares vest monthly thereafter. The shares subject to this option are early exercisable, subject to the Issuer's right to repurchase.

F10 · derivative.underlying: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering.

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February 14, 2022 Filed Feb 16, 2022 18:26 UTC
Steckelberg KellyChief Financial Officer
SaleClass A Common Stock 300 $147.20 $44,160.00
Disclosure

SEC source: 0001585521-22-000022 · wf-form4_164505394917820.xml · nonDerivative · entry 7

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F7 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $146.95 to $147.39. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

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February 14, 2022 Filed Feb 16, 2022 18:26 UTC
Steckelberg KellyChief Financial Officer
SaleClass A Common Stock 1,500 $146.37 $219,559.80
Disclosure

SEC source: 0001585521-22-000022 · wf-form4_164505394917820.xml · nonDerivative · entry 6

Steckelberg Kelly · CIK 0001364713 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F6 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.94 to $146.70. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.