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 |
|---|---|---|---|---|---|---|
| April 23, 2019 Filed Apr 25, 2019 21:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionSeries A Convertible Preferred Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026017 · doc4.xml · derivative · entry 1 Swanson Bart · CIK 0001773303 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class B 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. 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. 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.