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 |
|---|---|---|---|---|---|---|
| November 05, 2024 Filed Nov 8, 2024 00:44 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 1,079 | $77.83 | $83,973.18 |
DisclosureSEC source: 0001585521-24-000251 · wk-form4_1731026673.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 $77.82 to $77.84. 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 05, 2024 Filed Nov 8, 2024 00:44 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 99,011 | $77.27 | $7,650,480.96 |
DisclosureSEC source: 0001585521-24-000251 · wk-form4_1731026673.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: 1,079 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 $76.82 to $77.81. 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 05, 2024 Filed Nov 8, 2024 00:44 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 78,481 | $76.45 | $6,000,100.04 |
DisclosureSEC source: 0001585521-24-000251 · wk-form4_1731026673.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: 100,090 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 $75.82 to $76.815. 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 05, 2024 Filed Nov 8, 2024 00:44 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 156,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000251 · wk-form4_1731026673.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: 178,571 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 |
| October 22, 2024 Filed Oct 23, 2024 22:51 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 35,714 | $72.21 | $2,578,982.94 |
DisclosureSEC source: 0001585521-24-000247 · wk-form4_1729723881.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: 21,657 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.79 to $72.765. 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. F3 · 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 |
| October 21, 2024 Filed Oct 23, 2024 22:51 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 22,991 | $71.81 | $1,650,882.55 |
DisclosureSEC source: 0001585521-24-000247 · wk-form4_1729723881.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: 57,371 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.50 to $72.135. 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. F3 · 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 |
| October 21, 2024 Filed Oct 23, 2024 22:51 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 12,731 | $70.81 | $901,426.09 |
DisclosureSEC source: 0001585521-24-000247 · wk-form4_1729723881.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: 80,362 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.48 to $71.30. 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. F3 · 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 |
| October 10, 2024 Filed Oct 11, 2024 01:41 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 13,777 | $70.91 | $976,862.32 |
DisclosureSEC source: 0001585521-24-000223 · wk-form4_1728610871.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: 93,093 F3 · 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 $70.44 to $71.28. 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 |
| October 10, 2024 Filed Oct 11, 2024 01:41 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 7,471 | $70.03 | $523,191.89 |
DisclosureSEC source: 0001585521-24-000223 · wk-form4_1728610871.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: 106,870 F3 · 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 $69.405 to $70.40. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. 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 |
| October 09, 2024 Filed Oct 11, 2024 01:41 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 587 | $69.89 | $41,025.43 |
DisclosureSEC source: 0001585521-24-000223 · wk-form4_1728610871.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: 114,341 F3 · 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 $69.77 to $70.04. 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 |
| October 09, 2024 Filed Oct 11, 2024 01:41 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 1,833 | $69.20 | $126,845.80 |
DisclosureSEC source: 0001585521-24-000223 · wk-form4_1728610871.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: 114,928 F3 · 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 $68.75 to $69.685. 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 |
| October 09, 2024 Filed Oct 11, 2024 01:41 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 34,786 | $68.12 | $2,369,622.32 |
DisclosureSEC source: 0001585521-24-000223 · wk-form4_1728610871.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: 116,761 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. 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 |
| October 08, 2024 Filed Oct 11, 2024 01:41 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 30,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000223 · wk-form4_1728610871.xml · derivative · entry 8 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 211,209 Underlying: Class A Common Stock · 30,172 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 Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F10 · 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. F10 · 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 |
| October 08, 2024 Filed Oct 11, 2024 01:41 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 38,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000223 · wk-form4_1728610871.xml · derivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 267,969 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. F8 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F9 · 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. F9 · 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 |
| October 08, 2024 Filed Oct 11, 2024 01:41 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 68,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000223 · wk-form4_1728610871.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: 151,547 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 |
| September 05, 2024 Filed Sep 7, 2024 00:55 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 457 | $68.46 | $31,288.41 |
DisclosureSEC source: 0001585521-24-000193 · wk-form4_1725670532.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: 83,094 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.165 to $68.605. 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. F3 · 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 |
| September 05, 2024 Filed Sep 7, 2024 00:55 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 1,963 | $67.51 | $132,522.72 |
DisclosureSEC source: 0001585521-24-000193 · wk-form4_1725670532.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: 83,551 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.11 to $68.10. 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. F3 · 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 |
| September 04, 2024 Filed Sep 7, 2024 00:55 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,420 | $68.38 | $165,486.86 |
DisclosureSEC source: 0001585521-24-000193 · wk-form4_1725670532.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: 85,514 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.11 to $69.10. 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. F3 · 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 |
| August 06, 2024 Filed Aug 8, 2024 01:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,420 | $56.13 | $135,836.05 |
DisclosureSEC source: 0001585521-24-000172 · wk-form4_1723079067.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: 87,934 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.81 to $56.61. 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. F3 · 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 |
| August 05, 2024 Filed Aug 8, 2024 01:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 200 | $56.68 | $11,335.50 |
DisclosureSEC source: 0001585521-24-000172 · wk-form4_1723079067.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: 90,354 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.65 to $56.705. 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. F3 · 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 |
| August 05, 2024 Filed Aug 8, 2024 01:04 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,220 | $56.07 | $124,465.63 |
DisclosureSEC source: 0001585521-24-000172 · wk-form4_1723079067.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: 90,554 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.63 to $56.62. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. F3 · 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 |
| July 10, 2024 Filed Jul 11, 2024 00:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 1,000 | $56.89 | $56,888.20 |
DisclosureSEC source: 0001585521-24-000158 · wk-form4_1720659132.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: 92,774 F3 · 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 $56.805 to $57.00. 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 |
| July 10, 2024 Filed Jul 11, 2024 00:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 19,910 | $56.17 | $1,118,253.11 |
DisclosureSEC source: 0001585521-24-000158 · wk-form4_1720659132.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: 93,774 F3 · 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 $55.80 to $56.78. 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 |
| July 09, 2024 Filed Jul 11, 2024 00:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,420 | $57.04 | $138,047.21 |
DisclosureSEC source: 0001585521-24-000158 · wk-form4_1720659132.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: 113,684 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. 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 |
| July 09, 2024 Filed Jul 11, 2024 00:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 35,390 | $57.15 | $2,022,538.50 |
DisclosureSEC source: 0001585521-24-000158 · wk-form4_1720659132.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: 116,104 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. 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 |
| July 08, 2024 Filed Jul 11, 2024 00:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 30,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000158 · wk-form4_1720659132.xml · derivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 241,381 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. F6 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F8 · 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. F8 · 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 |
| July 08, 2024 Filed Jul 11, 2024 00:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 38,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000158 · wk-form4_1720659132.xml · derivative · entry 6 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 306,250 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. F6 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F7 · 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. F7 · 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 |
| July 08, 2024 Filed Jul 11, 2024 00:52 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 68,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000158 · wk-form4_1720659132.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: 151,494 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 |
| June 04, 2024 Filed Jun 5, 2024 22:24 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,420 | $61.67 | $149,247.45 |
DisclosureSEC source: 0001585521-24-000098 · wk-form4_1717626258.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: 83,040 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.43 to $62.07. 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. F3 · 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 |
| June 03, 2024 Filed Jun 5, 2024 22:24 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,420 | $61.80 | $149,551.16 |
DisclosureSEC source: 0001585521-24-000098 · wk-form4_1717626258.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: 85,460 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.49 to $62.35. 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. F3 · 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 |
| May 07, 2024 Filed May 8, 2024 22:50 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,420 | $62.11 | $150,316.61 |
DisclosureSEC source: 0001585521-24-000086 · wk-form4_1715208609.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: 87,880 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.895 to $62.31. 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. F3 · 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 |
| May 06, 2024 Filed May 8, 2024 22:50 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,420 | $61.82 | $149,594.24 |
DisclosureSEC source: 0001585521-24-000086 · wk-form4_1715208609.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: 90,300 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.57 to $62.145. 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. F3 · 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 11, 2024 Filed Apr 12, 2024 22:13 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,420 | $62.45 | $151,122.71 |
DisclosureSEC source: 0001585521-24-000066 · wk-form4_1712960028.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: 92,720 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.04 to $62.755. 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. F3 · 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 10, 2024 Filed Apr 12, 2024 22:13 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 500 | $62.69 | $31,342.75 |
DisclosureSEC source: 0001585521-24-000066 · wk-form4_1712960028.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: 95,140 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.595 to $62.90. 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. F3 · 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 10, 2024 Filed Apr 12, 2024 22:13 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 27,463 | $61.97 | $1,701,785.99 |
DisclosureSEC source: 0001585521-24-000066 · wk-form4_1712960028.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: 95,640 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.56 to $62.53. 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. F3 · 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, 2024 Filed Apr 10, 2024 00:26 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 30,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000056 · wk-form4_1712708797.xml · derivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,554 Underlying: Class A Common Stock · 30,172 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. F3 · 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, 2024 Filed Apr 10, 2024 00:26 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 38,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000056 · wk-form4_1712708797.xml · derivative · entry 6 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 344,531 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. F3 · 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, 2024 Filed Apr 10, 2024 00:26 UTC | Zoom Communications, Inc. ZM · Entity 889 | Tax withholdingClass A Common Stock | 34,829 | $62.97 | $2,193,182.13 |
DisclosureSEC source: 0001585521-24-000056 · wk-form4_1712708797.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: 123,103 F2 · shares: 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, 2024 Filed Apr 10, 2024 00:26 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 68,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000056 · wk-form4_1712708797.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: 157,932 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 06, 2024 Filed Apr 10, 2024 00:26 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 13,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000056 · wk-form4_1712708797.xml · derivative · entry 5 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 · 13,851 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. F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F4 · derivative.exercise_date: The reporting person received an award of restricted stock units on April 6, 2023, 100% of which will vest on the first anniversary date of the grant. F4 · derivative.expiration_date: The reporting person received an award of restricted stock units on April 6, 2023, 100% of which will vest on the first anniversary date of the grant. Read SEC document |
| April 06, 2024 Filed Apr 10, 2024 00:26 UTC | Zoom Communications, Inc. ZM · Entity 889 | Tax withholdingClass A Common Stock | 7,112 | $62.13 | $441,864.29 |
DisclosureSEC source: 0001585521-24-000056 · wk-form4_1712708797.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: 89,479 F2 · shares: 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 06, 2024 Filed Apr 10, 2024 00:26 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 13,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000056 · wk-form4_1712708797.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: 96,591 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, 2024 Filed Mar 7, 2024 00:47 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 300 | $68.41 | $20,523.00 |
DisclosureSEC source: 0001585521-24-000034 · wk-form4_1709772460.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: 82,740 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.395 to $68.42. 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. F3 · 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, 2024 Filed Mar 7, 2024 00:47 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 600 | $67.31 | $40,383.78 |
DisclosureSEC source: 0001585521-24-000034 · wk-form4_1709772460.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: 83,040 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.17 to $67.51. 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. F3 · 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, 2024 Filed Mar 7, 2024 00:47 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 1,520 | $66.62 | $101,266.50 |
DisclosureSEC source: 0001585521-24-000034 · wk-form4_1709772460.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: 83,640 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.16 to $67.14. 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. F3 · 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, 2024 Filed Mar 7, 2024 00:47 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,420 | $69.84 | $169,024.66 |
DisclosureSEC source: 0001585521-24-000034 · wk-form4_1709772460.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: 85,160 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.54 to $70.185. 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. F3 · 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 06, 2024 Filed Feb 8, 2024 00:46 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,421 | $63.63 | $154,038.55 |
DisclosureSEC source: 0001585521-24-000021 · wk-form4_1707353198.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 87,580 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.42 to $63.90. 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. F3 · 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, 2024 Filed Feb 8, 2024 00:46 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,421 | $63.69 | $154,186.23 |
DisclosureSEC source: 0001585521-24-000021 · wk-form4_1707353198.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 90,001 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.42 to $63.91. 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. F3 · 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 19, 2024 Filed Jan 22, 2024 15:25 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 418 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-001131 · form4.xml · derivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 418 Underlying: Common Stock · 418 shares Expires 2029-01-19 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units, subject to deferred release. 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 10, 2024 Filed Jan 11, 2024 01:23 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 23,540 | $68.00 | $1,600,647.03 |
DisclosureSEC source: 0001585521-24-000008 · wk-form4_1704936191.xml · nonDerivative · entry 5 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 92,422 F4 · 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 $67.63 to $68.26. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.