Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | Director | January 23, 2026 | January 26, 2026 |
| ServiceNow, Inc.NOW · Entity 2869 | Director | June 15, 2026 | June 17, 2026 |
| Zoom Communications, Inc.ZM · Entity 889 | Director · Chief Executive Officer | October 09, 2026 | October 13, 2026 |
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.
INTUIT INC.
Report date January 23, 2026 · Filed January 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2031-01-23 | Direct | 497 |
Reported balance
After 2026-01-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-23 · Grant · Acquired 497 · Balance 497 F1: 1-for-1 F2: Represents vesting date for these restricted stock units. F3: Represents release date for these vested restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: Represents vesting date for these restricted stock units.
F3: Represents release date for these vested restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to vesting date.
ServiceNow, Inc.
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,747 |
Reported balance
After 2026-06-15 transaction · row 1
1 source rowRow 1 · 2026-06-15 · Grant · Acquired 2,747 · Balance 2,747 F1: Represents an award of restricted stock units ("RSUs"). 100% of the RSUs vest on the earlier of May 21, 2027 and the date of the Issuer's next annual stockholder meeting in 2027. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs"). 100% of the RSUs vest on the earlier of May 21, 2027 and the date of the Issuer's next annual stockholder meeting in 2027. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration.
Zoom Communications, Inc.
Report date October 09, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 45,997 |
Last balance in matching sequence
After 2026-10-09 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-10-09 · Exercise / conversion · Acquired 46,823 · Balance 69,821 F1: 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. Row 2 · 2026-10-09 · Tax withholding · Disposed 23,824 · Balance 45,997 F2: Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units. F1: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 467,943 |
Reported balance
After 2026-10-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-09 · Exercise / conversion · Disposed 46,823 · Balance 467,943 F3: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F4: The reporting person received an award of restricted stock units on April 9, 2026, which will vest in equal quarterly installments over four years. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 20,643,685 |
Reported balance
Holding disclosure · report date 2026-10-09 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 20,643,685 F5: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units.
F3: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock.
F4: The reporting person received an award of restricted stock units on April 9, 2026, which will vest in equal quarterly installments over four years.
F5: 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.
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 09, 2025 Filed Apr 11, 2025 01:37 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionPerformance-vesting RSU · Derivative | 15,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000058 · wk-form4_1744335432.xml · derivative · entry 9 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 15,093 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. F7 · derivative.exercise_price: Each performance-vesting restricted stock unit (the performance-vesting RSU) represents a contingent right to receive one share of Issuers Class A Common Stock. F8 · derivative.exercise_date: Represents performance-vesting RSUs previously granted to the Reporting Person, which were subject to vesting upon certification by the Compensation Committee of the Companys achievement of certain performance metrics and determination of the number of performance-vesting RSUs that were eligible to vest, which determination occurred on February 25, 2025. The performance-vesting RSU is also subject to a service-based vesting requirement and will vest on April 9, 2025, subject to the Reporting Persons Continuous Service (as defined in the Issuers 2019 Equity Incentive Plan) on the vesting date. F8 · derivative.expiration_date: Represents performance-vesting RSUs previously granted to the Reporting Person, which were subject to vesting upon certification by the Compensation Committee of the Companys achievement of certain performance metrics and determination of the number of performance-vesting RSUs that were eligible to vest, which determination occurred on February 25, 2025. The performance-vesting RSU is also subject to a service-based vesting requirement and will vest on April 9, 2025, subject to the Reporting Persons Continuous Service (as defined in the Issuers 2019 Equity Incentive Plan) on the vesting date. Read SEC document |
| April 09, 2025 Filed Apr 11, 2025 01:37 UTC | Zoom Communications, Inc. ZM · Entity 889 | Tax withholdingClass A Common Stock | 7,665 | $66.70 | $511,255.50 |
DisclosureSEC source: 0001585521-25-000058 · wk-form4_1744335432.xml · nonDerivative · entry 4 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 41,121 F3 · kind: Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Performance-vesting restricted stock units. F1 · 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 |
| April 09, 2025 Filed Apr 11, 2025 01:37 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 15,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000058 · wk-form4_1744335432.xml · nonDerivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 48,786 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 · 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 |
| April 08, 2025 Filed Apr 11, 2025 01:37 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 30,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000058 · wk-form4_1744335432.xml · derivative · entry 8 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,863 Underlying: Class A Common Stock · 30,173 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. F6 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on July 11, 2023 which will vest in equal quarterly installments over three years. F6 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on July 11, 2023 which will vest in equal quarterly installments over three years. Read SEC document |
| April 08, 2025 Filed Apr 11, 2025 01:37 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 38,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000058 · wk-form4_1744335432.xml · derivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 191,406 Underlying: Class A Common Stock · 38,282 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: The reporting person received an award of restricted stock units on July 8, 2022, which will vest in equal quarterly installments over four years. F5 · derivative.expiration_date: The reporting person received an award of restricted stock units on July 8, 2022, which will vest in equal quarterly installments over four years. Read SEC document |
| April 08, 2025 Filed Apr 11, 2025 01:37 UTC | Zoom Communications, Inc. ZM · Entity 889 | Tax withholdingClass A Common Stock | 34,762 | $68.05 | $2,365,554.10 |
DisclosureSEC source: 0001585521-25-000058 · wk-form4_1744335432.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 33,693 F2 · kind: Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units. F1 · 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 |
| April 08, 2025 Filed Apr 11, 2025 01:37 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 68,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000058 · wk-form4_1744335432.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 68,455 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 · 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 05, 2025 Filed Mar 7, 2025 00:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 91,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000046 · wk-form4_1741306523.xml · derivative · entry 9 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 21,620,585 Underlying: Class A Common Stock · 91,133 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. F8 · 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. F8 · 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. F8 · 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. F1 · 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 05, 2025 Filed Mar 7, 2025 00:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 68,397 | $75.37 | $5,155,403.36 |
DisclosureSEC source: 0001585521-25-000046 · wk-form4_1741306523.xml · nonDerivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · 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 $75.005 to $75.695. 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. F1 · 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 05, 2025 Filed Mar 7, 2025 00:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 22,736 | $74.59 | $1,695,812.31 |
DisclosureSEC source: 0001585521-25-000046 · wk-form4_1741306523.xml · nonDerivative · entry 6 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 68,397 F2 · 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 $73.99 to $74.97. 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. F1 · 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 05, 2025 Filed Mar 7, 2025 00:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 91,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000046 · wk-form4_1741306523.xml · nonDerivative · entry 5 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 91,133 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 · 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 04, 2025 Filed Mar 7, 2025 00:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 75,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000046 · wk-form4_1741306523.xml · derivative · entry 8 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 21,711,718 Underlying: Class A Common Stock · 75,531 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. F8 · 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. F8 · 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. F8 · 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. F1 · 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 04, 2025 Filed Mar 7, 2025 00:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 54,753 | $75.34 | $4,125,085.54 |
DisclosureSEC source: 0001585521-25-000046 · wk-form4_1741306523.xml · nonDerivative · entry 4 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · 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 $74.925 to $75.82. 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. F1 · 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 04, 2025 Filed Mar 7, 2025 00:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 12,586 | $74.32 | $935,431.80 |
DisclosureSEC source: 0001585521-25-000046 · wk-form4_1741306523.xml · nonDerivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 54,753 F2 · 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 $73.915 to $74.85. 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. F1 · 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 04, 2025 Filed Mar 7, 2025 00:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 8,192 | $73.56 | $602,592.87 |
DisclosureSEC source: 0001585521-25-000046 · wk-form4_1741306523.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 67,339 F2 · 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 $72.89 to $73.875. 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. F1 · 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 04, 2025 Filed Mar 7, 2025 00:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 75,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000046 · wk-form4_1741306523.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 75,531 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 · 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 |
| February 25, 2025 Filed Feb 28, 2025 00:59 UTC | Zoom Communications, Inc. ZM · Entity 889 | GrantPerformance-vesting RSU · Derivative | 15,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000035 · wk-form4_1740704335.xml · derivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,093 Underlying: Class A Common Stock · 15,093 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-vesting restricted stock unit (the performance-vesting RSU) represents a contingent right to receive one share of Issuers Class A Common Stock. F2 · derivative.exercise_date: Represents performance-vesting RSUs previously granted to the Reporting Person, which were subject to vesting upon certification by the Compensation Committee of the Companys achievement of certain performance metrics and determination of the number of performance-vesting RSUs that were eligible to vest, which determination occurred on February 25, 2025. The performance-vesting RSU is also subject to a service-based vesting requirement and will vest on April 9, 2025, subject to the Reporting Persons Continuous Service (as defined in the Issuers 2019 Equity Incentive Plan) on the vesting date. F2 · derivative.expiration_date: Represents performance-vesting RSUs previously granted to the Reporting Person, which were subject to vesting upon certification by the Compensation Committee of the Companys achievement of certain performance metrics and determination of the number of performance-vesting RSUs that were eligible to vest, which determination occurred on February 25, 2025. The performance-vesting RSU is also subject to a service-based vesting requirement and will vest on April 9, 2025, subject to the Reporting Persons Continuous Service (as defined in the Issuers 2019 Equity Incentive Plan) on the vesting date. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 01:14 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 83,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000024 · wk-form4_1738890889.xml · derivative · entry 8 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 21,787,249 Underlying: Class A Common Stock · 83,332 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. F7 · 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. F7 · 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. F7 · 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. F1 · 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 |
| February 05, 2025 Filed Feb 7, 2025 01:14 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 6,910 | $86.83 | $599,971.81 |
DisclosureSEC source: 0001585521-25-000024 · wk-form4_1738890889.xml · nonDerivative · entry 6 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · 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 $86.47 to $87.35. 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. F1 · 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 |
| February 05, 2025 Filed Feb 7, 2025 01:14 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 76,422 | $86.05 | $6,576,296.51 |
DisclosureSEC source: 0001585521-25-000024 · wk-form4_1738890889.xml · nonDerivative · entry 5 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 6,910 F2 · 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 $85.47 to $86.465. 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. F1 · 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 |
| February 05, 2025 Filed Feb 7, 2025 01:14 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 83,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000024 · wk-form4_1738890889.xml · nonDerivative · entry 4 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 83,332 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 · 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 |
| February 04, 2025 Filed Feb 7, 2025 01:14 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 83,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000024 · wk-form4_1738890889.xml · derivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 21,870,581 Underlying: Class A Common Stock · 83,332 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. F7 · 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. F7 · 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. F7 · 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. F1 · 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 |
| February 04, 2025 Filed Feb 7, 2025 01:14 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,592 | $86.89 | $225,227.95 |
DisclosureSEC source: 0001585521-25-000024 · wk-form4_1738890889.xml · nonDerivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · 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 $86.81 to $87.00. 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. F1 · 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 |
| February 04, 2025 Filed Feb 7, 2025 01:14 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 80,740 | $86.26 | $6,964,438.62 |
DisclosureSEC source: 0001585521-25-000024 · wk-form4_1738890889.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 2,592 F2 · 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 $85.81 to $86.805. 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. F1 · 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 |
| February 04, 2025 Filed Feb 7, 2025 01:14 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 83,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000024 · wk-form4_1738890889.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 83,332 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 · 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 |
| January 24, 2025 Filed Jan 28, 2025 21:46 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 469 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-002824 · wk-form4_1738100772.xml · derivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 469 Underlying: Common Stock · 469 shares Expires 2030-01-24 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for these restricted stock units. F3 · derivative.expiration_date: Represents release date for these restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 14, 2025 Filed Jan 16, 2025 02:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000018 · wk-form4_1736993060.xml · derivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 21,953,913 Underlying: Class A Common Stock · 83,333 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. F6 · 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. F6 · 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. F6 · 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. F1 · 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 |
| January 14, 2025 Filed Jan 16, 2025 02:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 13,721 | $79.74 | $1,094,145.47 |
DisclosureSEC source: 0001585521-25-000018 · wk-form4_1736993060.xml · nonDerivative · entry 5 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · 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 $79.53 to $80.185. 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. F1 · 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 |
| January 14, 2025 Filed Jan 16, 2025 02:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 69,612 | $79.11 | $5,506,942.67 |
DisclosureSEC source: 0001585521-25-000018 · wk-form4_1736993060.xml · nonDerivative · entry 4 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 13,721 F2 · 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 $78.53 to $79.52. 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. F1 · 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 |
| January 14, 2025 Filed Jan 16, 2025 02:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000018 · wk-form4_1736993060.xml · nonDerivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 83,333 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 · 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 |
| January 13, 2025 Filed Jan 16, 2025 02:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000018 · wk-form4_1736993060.xml · derivative · entry 6 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 22,037,246 Underlying: Class A Common Stock · 83,333 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. F6 · 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. F6 · 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. F6 · 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. F1 · 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 |
| January 13, 2025 Filed Jan 16, 2025 02:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 118,036 | $79.03 | $9,328,255.24 |
DisclosureSEC source: 0001585521-25-000018 · wk-form4_1736993060.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · 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 $78.78 to $79.66. 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. F1 · 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 |
| January 13, 2025 Filed Jan 16, 2025 02:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000018 · wk-form4_1736993060.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 118,036 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 · 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 |
| January 08, 2025 Filed Jan 11, 2025 01:39 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 30,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000004 · wk-form4_1736559585.xml · derivative · entry 4 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,036 Underlying: Class A Common Stock · 30,173 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. F6 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on July 11, 2023 which will vest in equal quarterly installments over three years. F6 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on July 11, 2023 which will vest in equal quarterly installments over three years. Read SEC document |
| January 08, 2025 Filed Jan 11, 2025 01:39 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 38,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000004 · wk-form4_1736559585.xml · derivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,688 Underlying: Class A Common Stock · 38,281 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: The reporting person received an award of restricted stock units on July 8, 2022, which will vest in equal quarterly installments over four years. F5 · derivative.expiration_date: The reporting person received an award of restricted stock units on July 8, 2022, which will vest in equal quarterly installments over four years. Read SEC document |
| January 08, 2025 Filed Jan 11, 2025 01:39 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 33,751 | $78.69 | $2,655,808.81 |
DisclosureSEC source: 0001585521-25-000004 · wk-form4_1736559585.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 34,703 F2 · kind: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade 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 $78.6882 to $78.6884. 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. F1 · 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 |
| January 08, 2025 Filed Jan 11, 2025 01:39 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 68,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-25-000004 · wk-form4_1736559585.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 68,454 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 · 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 |
| December 05, 2024 Filed Dec 7, 2024 01:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000262 · wk-form4_1733533615.xml · derivative · entry 8 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 22,120,579 Underlying: Class A Common Stock · 83,333 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. F7 · 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. F7 · 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. F7 · 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. F1 · 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 |
| December 05, 2024 Filed Dec 7, 2024 01:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 26,138 | $84.60 | $2,211,332.30 |
DisclosureSEC source: 0001585521-24-000262 · wk-form4_1733533615.xml · nonDerivative · entry 6 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · 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 $84.33 to $85.085. 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. F1 · 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 |
| December 05, 2024 Filed Dec 7, 2024 01:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 57,195 | $83.74 | $4,789,389.19 |
DisclosureSEC source: 0001585521-24-000262 · wk-form4_1733533615.xml · nonDerivative · entry 5 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 26,138 F2 · 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 $83.32 to 84.315. 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. F1 · 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 |
| December 05, 2024 Filed Dec 7, 2024 01:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000262 · wk-form4_1733533615.xml · nonDerivative · entry 4 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 83,333 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 · 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 |
| December 04, 2024 Filed Dec 7, 2024 01:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000262 · wk-form4_1733533615.xml · derivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 22,203,912 Underlying: Class A Common Stock · 83,333 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. F7 · 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. F7 · 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. F7 · 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. F1 · 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 |
| December 04, 2024 Filed Dec 7, 2024 01:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 70,944 | $83.60 | $5,930,868.74 |
DisclosureSEC source: 0001585521-24-000262 · wk-form4_1733533615.xml · nonDerivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · 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 $83.29 to $84.135. 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. F1 · 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 |
| December 04, 2024 Filed Dec 7, 2024 01:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 12,389 | $82.90 | $1,027,075.36 |
DisclosureSEC source: 0001585521-24-000262 · wk-form4_1733533615.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 70,944 F2 · 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 $82.28 to $83.26. 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. F1 · 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 |
| December 04, 2024 Filed Dec 7, 2024 01:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000262 · wk-form4_1733533615.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 83,333 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 · 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 |
| November 06, 2024 Filed Nov 8, 2024 00:44 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000251 · wk-form4_1731026673.xml · derivative · entry 9 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 22,287,245 Underlying: Class A Common Stock · 83,333 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. F8 · 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. F8 · 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. F8 · 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. F1 · 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 |
| November 06, 2024 Filed Nov 8, 2024 00:44 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 65,543 | $79.83 | $5,232,114.17 |
DisclosureSEC source: 0001585521-24-000251 · wk-form4_1731026673.xml · nonDerivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · 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 $79.38 to $80.32. 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. F1 · 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 |
| November 06, 2024 Filed Nov 8, 2024 00:44 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 17,790 | $78.98 | $1,405,016.84 |
DisclosureSEC source: 0001585521-24-000251 · wk-form4_1731026673.xml · nonDerivative · entry 6 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 65,543 F2 · 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 $78.37 to $79.365. 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. F1 · 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 |
| November 06, 2024 Filed Nov 8, 2024 00:44 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000251 · wk-form4_1731026673.xml · nonDerivative · entry 5 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 83,333 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 · 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 |
| November 05, 2024 Filed Nov 8, 2024 00:44 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 156,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000251 · wk-form4_1731026673.xml · derivative · entry 8 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 22,370,578 Underlying: Class A Common Stock · 156,914 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. F8 · 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. F8 · 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. F8 · 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. F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.