Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zoom Communications, Inc.ZM · Entity 889 | Director | July 06, 2021 | July 08, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Zoom Communications, Inc.
Report date July 06, 2021 · Filed July 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 20,481 |
Reported balance
After 2021-07-06 transaction · row 1
1 source rowRow 1 · 2021-07-06 · Sale · Disposed 1,000 · Balance 20,481 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 06, 2021 Filed Jul 8, 2021 22:47 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 1,000 | $400.00 | $400,000.00 |
DisclosureSEC source: 0001585521-21-000188 · wf-form4_162578440490428.xml · nonDerivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,481 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 22:19 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,000 | $320.00 | $640,000.00 |
DisclosureSEC source: 0001585521-21-000136 · wf-form4_162310435807530.xml · nonDerivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,481 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| March 29, 2021 Filed Apr 22, 2021 22:39 UTC | Zoom Communications, Inc. ZM · Entity 889 | GiftClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000080 · wf-form4_161913113225894.xml · nonDerivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,481 Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 23:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000007 · wf-form4_161248082033859.xml · derivative · entry 3 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,408 Underlying: Class A Common Stock · 2,000 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. F2 · 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. F2 · 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. F2 · 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 |
| February 01, 2021 Filed Feb 4, 2021 23:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,000 | $368.45 | $736,900.00 |
DisclosureSEC source: 0001585521-21-000007 · wf-form4_161248082033859.xml · nonDerivative · entry 2 Swanson Bart · CIK 0001773303 · Director 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. Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 23:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000007 · wf-form4_161248082033859.xml · nonDerivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 |
| November 02, 2020 Filed Nov 5, 2020 01:09 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000287 · wf-form4_160453856423248.xml · derivative · entry 3 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,408 Underlying: Class A Common Stock · 2,000 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. F2 · 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. F2 · 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. F2 · 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 |
| November 02, 2020 Filed Nov 5, 2020 01:09 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,000 | $462.53 | $925,060.00 |
DisclosureSEC source: 0001585521-20-000287 · wf-form4_160453856423248.xml · nonDerivative · entry 2 Swanson Bart · CIK 0001773303 · Director 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. Read SEC document |
| November 02, 2020 Filed Nov 5, 2020 01:09 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000287 · wf-form4_160453856423248.xml · nonDerivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · derivative · entry 15 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,408 Underlying: Class A Common Stock · 2,000 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. F14 · 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. F14 · 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. F14 · 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 20 | $361.80 | $7,236.00 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 14 Swanson Bart · CIK 0001773303 · Director 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. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 95 | $360.22 | $34,220.80 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 13 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F13 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $359.94 to $360.79. 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 140 | $358.91 | $50,246.80 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 12 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F12 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $358.59 to $359.43. 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 140 | $357.79 | $50,091.20 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 11 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F11 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $357.42 to $358.22. 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 240 | $356.85 | $85,643.81 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 10 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395 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 $356.33 to $357.29. 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 300 | $355.54 | $106,662.39 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 9 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635 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 $355.00 to $356.00. 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 160 | $354.33 | $56,693.20 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 8 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 935 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 $353.99 to $354.80. 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 130 | $353.14 | $45,908.69 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 7 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,095 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 $352.94 to $353.35. 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 140 | $352.23 | $49,311.60 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 6 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,225 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 $351.90 to $352.74. 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 60 | $350.92 | $21,055.20 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 5 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,365 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 $350.76 to $351.03. 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 215 | $349.89 | $75,226.61 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 4 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,425 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 $349.30 to $350.00. 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 320 | $348.63 | $111,560.80 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 3 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,640 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 $348.18 to $349.00. 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 40 | $347.33 | $13,893.38 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 2 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,960 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 $346.90 to $347.60. 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 |
| September 08, 2020 Filed Sep 10, 2020 23:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000242 · wf-form4_159977902808798.xml · nonDerivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 |
| July 06, 2020 Filed Jul 8, 2020 22:34 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000200 · wf-form4_159424766969234.xml · derivative · entry 3 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,408 Underlying: Class A Common Stock · 3,000 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. F2 · 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. F2 · 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. F2 · 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 |
| July 06, 2020 Filed Jul 8, 2020 22:34 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 3,000 | $265.00 | $795,000.00 |
DisclosureSEC source: 0001585521-20-000200 · wf-form4_159424766969234.xml · nonDerivative · entry 2 Swanson Bart · CIK 0001773303 · Director 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. Read SEC document |
| July 06, 2020 Filed Jul 8, 2020 22:34 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000200 · wf-form4_159424766969234.xml · nonDerivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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 |
| June 22, 2020 Filed Jun 24, 2020 23:26 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000198 · wf-form4_159304115115565.xml · derivative · entry 3 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,408 Underlying: Class A Common Stock · 3,000 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. F2 · 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. F2 · 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. F2 · 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 |
| June 22, 2020 Filed Jun 24, 2020 23:26 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 3,000 | $247.29 | $741,870.00 |
DisclosureSEC source: 0001585521-20-000198 · wf-form4_159304115115565.xml · nonDerivative · entry 2 Swanson Bart · CIK 0001773303 · Director 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. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 23:26 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000198 · wf-form4_159304115115565.xml · nonDerivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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 |
| June 10, 2020 Filed Jun 12, 2020 22:32 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000175 · wf-form4_159200110975227.xml · derivative · entry 3 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,408 Underlying: Class A Common Stock · 3,000 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. F2 · 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. F2 · 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. F2 · 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 |
| June 10, 2020 Filed Jun 12, 2020 22:32 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 3,000 | $215.00 | $645,000.00 |
DisclosureSEC source: 0001585521-20-000175 · wf-form4_159200110975227.xml · nonDerivative · entry 2 Swanson Bart · CIK 0001773303 · Director 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. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 22:32 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000175 · wf-form4_159200110975227.xml · nonDerivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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 |
| June 09, 2020 Filed Mar 6, 2021 01:02 UTC | Zoom Communications, Inc. ZM · Entity 889 | OtherClass B Common Stock · Derivative | 9,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000021 · wf-form4_161499250569450.xml · derivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,481 Underlying: Class A Common Stock · 9,073 shares Expires not disclosed F1 · 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. F2 · kind: Represents a pro rata distribution from Beyond Merits Limited. The Reporting Person is no longer a director of Beyond Merits Limited, and as such, no longer shares voting or investment control with respect to the shares held of record by Beyond Merits Limited. F1 · 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. F1 · 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. F3 · balance_after: Reflects the Reporting Person's current holdings as of the filing date. Read SEC document |
| June 09, 2020 Filed Apr 22, 2021 22:38 UTC Amendment | Zoom Communications, Inc. ZM · Entity 889 | OtherClass A Common Stock | 9,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000079 · wf-form4a_161913111297911.xml · nonDerivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,981 F1 · security: The original Form 4 filed on March 3, 2021 to report the pro rata distribution from Beyond Merits Limited on June 9, 2020 incorrectly reported a distribution of 9,073 shares of Class B Common Stock rather than Class A Common Stock to the Reporting Person. This amendment is filed to correct the class of common stock and end of period holdings owned directly by the reporting person as of June 9, 2020. Subsequent Form 4s filed after such date should have reported the securities beneficially owned as Class A Common Stock. F1 · kind: The original Form 4 filed on March 3, 2021 to report the pro rata distribution from Beyond Merits Limited on June 9, 2020 incorrectly reported a distribution of 9,073 shares of Class B Common Stock rather than Class A Common Stock to the Reporting Person. This amendment is filed to correct the class of common stock and end of period holdings owned directly by the reporting person as of June 9, 2020. Subsequent Form 4s filed after such date should have reported the securities beneficially owned as Class A Common Stock. F2 · kind: Represents a pro rata distribution from Beyond Merits Limited. The Reporting Person is no longer a director of Beyond Merits Limited, and as such, no longer shares voting or investment control with respect to the shares held of record by Beyond Merits Limited. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 23:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 41,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000161 · wf-form4_159174672069866.xml · derivative · entry 10 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,408 Underlying: Class A Common Stock · 41,500 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_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. 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. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 23:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 4,550 | $203.98 | $928,104.91 |
DisclosureSEC source: 0001585521-20-000161 · wf-form4_159174672069866.xml · nonDerivative · entry 9 Swanson Bart · CIK 0001773303 · Director 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. F9 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $203.70 to $204.40. 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 |
| June 05, 2020 Filed Jun 9, 2020 23:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 6,200 | $203.04 | $1,258,822.58 |
DisclosureSEC source: 0001585521-20-000161 · wf-form4_159174672069866.xml · nonDerivative · entry 8 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,550 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 $202.68 to $203.58. 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 |
| June 05, 2020 Filed Jun 9, 2020 23:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 8,100 | $202.13 | $1,637,214.12 |
DisclosureSEC source: 0001585521-20-000161 · wf-form4_159174672069866.xml · nonDerivative · entry 7 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,750 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 $201.64 to $202.62. 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. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 23:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 5,624 | $200.99 | $1,130,390.26 |
DisclosureSEC source: 0001585521-20-000161 · wf-form4_159174672069866.xml · nonDerivative · entry 6 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,850 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 $200.60 to $201.60. 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 |
| June 05, 2020 Filed Jun 9, 2020 23:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 9,076 | $200.00 | $1,815,191.83 |
DisclosureSEC source: 0001585521-20-000161 · wf-form4_159174672069866.xml · nonDerivative · entry 5 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,474 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 $199.58 to $200.57. 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 |
| June 05, 2020 Filed Jun 9, 2020 23:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 5,550 | $199.20 | $1,105,570.55 |
DisclosureSEC source: 0001585521-20-000161 · wf-form4_159174672069866.xml · nonDerivative · entry 4 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,550 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 $198.55 to $199.55. 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 |
| June 05, 2020 Filed Jun 9, 2020 23:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 1,600 | $197.69 | $316,306.08 |
DisclosureSEC source: 0001585521-20-000161 · wf-form4_159174672069866.xml · nonDerivative · entry 3 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,100 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $197.27 to $198.25. 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 |
| June 05, 2020 Filed Jun 9, 2020 23:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 800 | $196.64 | $157,315.52 |
DisclosureSEC source: 0001585521-20-000161 · wf-form4_159174672069866.xml · nonDerivative · entry 2 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,700 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $196.29 to $197.22. 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 |
| June 05, 2020 Filed Jun 9, 2020 23:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 41,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000161 · wf-form4_159174672069866.xml · nonDerivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,500 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 |
| July 18, 2019 Filed Apr 22, 2021 22:38 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 85,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000078 · wf-form4_161913108154114.xml · derivative · entry 2 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 85,908 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 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. F1 · 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. F1 · 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 |
| July 18, 2019 Filed Apr 22, 2021 22:38 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 85,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000078 · wf-form4_161913108154114.xml · nonDerivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,908 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 |
| April 23, 2019 Filed Apr 25, 2019 21:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 85,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026017 · doc4.xml · derivative · entry 4 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,556 Underlying: Class A Common Stock · 85,908 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. F2 · 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. Following the closing of the Issuer's IPO, each share of Class B Common Stock held by the Reporting Person will convert automatically 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. Following the closing of the IPO, 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 IPO. F2 · 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. Following the closing of the Issuer's IPO, each share of Class B Common Stock held by the Reporting Person will convert automatically 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. Following the closing of the IPO, 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 IPO. F2 · 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. Following the closing of the Issuer's IPO, each share of Class B Common Stock held by the Reporting Person will convert automatically 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. Following the closing of the IPO, 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 IPO. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 21:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionSeries C Convertible Preferred Stock · Derivative | 85,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026017 · doc4.xml · derivative · entry 3 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 85,908 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 share of preferred stock is convertible into one share of Class B Common Stock and has no expiration date. Immediately prior to the consummation of the Issuer's IPO, all shares of preferred stock automatically converted into shares of Class B Common Stock. F1 · derivative.exercise_date: Each share of preferred stock is convertible into one share of Class B Common Stock and has no expiration date. Immediately prior to the consummation of the Issuer's IPO, all shares of preferred stock automatically converted into shares of Class B Common Stock. F1 · derivative.expiration_date: Each share of preferred stock is convertible into one share of Class B Common Stock and has no expiration date. Immediately prior to the consummation of the Issuer's IPO, all shares of preferred stock automatically converted into shares of Class B Common Stock. F2 · 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. Following the closing of the Issuer's IPO, each share of Class B Common Stock held by the Reporting Person will convert automatically 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. Following the closing of the IPO, 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 IPO. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 21:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026017 · doc4.xml · derivative · entry 2 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 44,648 Underlying: Class A Common Stock · 20,000 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. F2 · 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. Following the closing of the Issuer's IPO, each share of Class B Common Stock held by the Reporting Person will convert automatically 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. Following the closing of the IPO, 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 IPO. F2 · 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. Following the closing of the Issuer's IPO, each share of Class B Common Stock held by the Reporting Person will convert automatically 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. Following the closing of the IPO, 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 IPO. F2 · 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. Following the closing of the Issuer's IPO, each share of Class B Common Stock held by the Reporting Person will convert automatically 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. Following the closing of the IPO, 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 IPO. F3 · ownership.nature: The shares are held of record by Beyond Merits Limited, for which the Reporting Person is a director and shareholder and shares voting and investment control with respect to such shares. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.