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 |
|---|---|---|---|---|---|---|
| January 09, 2024 Filed Jan 11, 2024 01:23 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 1,200 | $68.65 | $82,378.80 |
DisclosureSEC source: 0001585521-24-000008 · wk-form4_1704936191.xml · nonDerivative · entry 4 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 115,962 F4 · 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 $68.545 to $68.825. 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 09, 2024 Filed Jan 11, 2024 01:23 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 1,221 | $68.20 | $83,270.37 |
DisclosureSEC source: 0001585521-24-000008 · wk-form4_1704936191.xml · nonDerivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 117,162 F4 · 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 $67.51 to $68.445. 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, 2024 Filed Jan 11, 2024 01:23 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 30,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000008 · wk-form4_1704936191.xml · derivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 301,726 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. 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 |
| January 08, 2024 Filed Jan 11, 2024 01:23 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 38,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000008 · wk-form4_1704936191.xml · derivative · entry 6 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 382,812 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. 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 |
| January 08, 2024 Filed Jan 11, 2024 01:23 UTC | Zoom Communications, Inc. ZM · Entity 889 | Tax withholdingClass A Common Stock | 32,342 | $67.46 | $2,181,843.07 |
DisclosureSEC source: 0001585521-24-000008 · wk-form4_1704936191.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: 118,383 F2 · shares: Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.461 to $67.462. 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, 2024 Filed Jan 11, 2024 01:23 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 68,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-24-000008 · wk-form4_1704936191.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: 150,725 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, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 11,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · derivative · entry 16 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,207 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. F12 · 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. F12 · 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. F12 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass B Common Stock · Derivative | 11,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · derivative · entry 15 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,207 Underlying: Class A Common Stock · 11,207 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. F12 · 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. F12 · 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. F12 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,207 | $0.00 Strike: $3.77 | $0.00 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · derivative · entry 14 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 11,207 shares Expires 2028-09-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F11 · derivative.exercise_date: This option is fully vested. F12 · derivative.underlying: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,421 | $67.37 | $163,094.78 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · nonDerivative · entry 10 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 82,270 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F10 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.23 to $67.47. 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. F6 · 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, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 4,953 | $68.89 | $341,222.57 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · nonDerivative · entry 9 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F9 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.495 to $69.20. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 6,254 | $67.72 | $423,547.15 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · nonDerivative · entry 8 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,953 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.47 to $68.425. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 11,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · nonDerivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,207 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 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 11,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · derivative · entry 13 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,207 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. F12 · 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. F12 · 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. F12 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass B Common Stock · Derivative | 11,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · derivative · entry 12 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,207 Underlying: Class A Common Stock · 11,207 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. F12 · 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. F12 · 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. F12 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,207 | $0.00 Strike: $3.77 | $0.00 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · derivative · entry 11 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,207 Underlying: Class B Common Stock · 11,207 shares Expires 2028-09-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F11 · derivative.exercise_date: This option is fully vested. F12 · derivative.underlying: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,021 | $67.15 | $135,713.99 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · nonDerivative · entry 6 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 84,691 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.01 to $67.25. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. F6 · 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, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 400 | $66.34 | $26,537.36 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.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: 86,712 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 $65.925 to $66.85. 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. F6 · 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, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 800 | $69.55 | $55,638.16 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · nonDerivative · entry 4 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.325 to $69.74. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 533 | $68.48 | $36,498.72 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · nonDerivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 800 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.25 to $69.19. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 9,874 | $67.71 | $668,596.19 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,333 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 $67.25 to $68.21. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 23:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 11,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000261 · wk-form4_1701905337.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,207 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 02, 2023 Filed Nov 3, 2023 22:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 11,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000244 · wk-form4_1699049692.xml · derivative · entry 12 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,207 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. Read SEC document |
| November 02, 2023 Filed Nov 3, 2023 22:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass B Common Stock · Derivative | 11,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000244 · wk-form4_1699049692.xml · derivative · entry 11 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,207 Underlying: Class A Common Stock · 11,207 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. Read SEC document |
| November 02, 2023 Filed Nov 3, 2023 22:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,207 | $0.00 Strike: $3.77 | $0.00 |
DisclosureSEC source: 0001585521-23-000244 · wk-form4_1699049692.xml · derivative · entry 10 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,414 Underlying: Class B Common Stock · 11,207 shares Expires 2028-09-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: This option is fully vested. F8 · derivative.underlying: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| November 02, 2023 Filed Nov 3, 2023 22:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,421 | $60.96 | $147,572.78 |
DisclosureSEC source: 0001585521-23-000244 · wk-form4_1699049692.xml · nonDerivative · entry 6 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 87,112 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 $60.68 to $61.07. 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. F4 · 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 02, 2023 Filed Nov 3, 2023 22:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 11,207 | $61.23 | $686,187.80 |
DisclosureSEC source: 0001585521-23-000244 · wk-form4_1699049692.xml · nonDerivative · entry 5 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.07 to $61.68. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| November 02, 2023 Filed Nov 3, 2023 22:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 11,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000244 · wk-form4_1699049692.xml · nonDerivative · entry 4 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,207 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 22:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 11,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000244 · wk-form4_1699049692.xml · derivative · entry 9 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,208 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. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 22:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass B Common Stock · Derivative | 11,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000244 · wk-form4_1699049692.xml · derivative · entry 8 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,208 Underlying: Class A Common Stock · 11,208 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. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 22:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,208 | $0.00 Strike: $3.77 | $0.00 |
DisclosureSEC source: 0001585521-23-000244 · wk-form4_1699049692.xml · derivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,621 Underlying: Class B Common Stock · 11,208 shares Expires 2028-09-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: This option is fully vested. F8 · derivative.underlying: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 22:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 2,421 | $59.57 | $144,227.93 |
DisclosureSEC source: 0001585521-23-000244 · wk-form4_1699049692.xml · nonDerivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 89,533 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.365 to $59.65. 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. F4 · 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 01, 2023 Filed Nov 3, 2023 22:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 11,208 | $59.87 | $671,050.98 |
DisclosureSEC source: 0001585521-23-000244 · wk-form4_1699049692.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.65 to $60.12. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 22:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 11,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000244 · wk-form4_1699049692.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,208 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 10, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 11,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · derivative · entry 19 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,208 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. F16 · 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. F16 · 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. F16 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| October 10, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass B Common Stock · Derivative | 11,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · derivative · entry 18 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,208 Underlying: Class A Common Stock · 11,208 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. F16 · 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. F16 · 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. F16 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| October 10, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,208 | $0.00 Strike: $3.77 | $0.00 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · derivative · entry 17 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,829 Underlying: Class B Common Stock · 11,208 shares Expires 2028-09-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F15 · derivative.exercise_date: This option is fully vested. F16 · derivative.underlying: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| October 10, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 17,464 | $67.36 | $1,176,308.68 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · nonDerivative · entry 11 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 91,954 F4 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F11 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.03 to $67.52. 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 |
| October 10, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 3,809 | $66.52 | $253,382.68 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · nonDerivative · entry 10 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 109,418 F4 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F10 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.02 to $67.00. 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 |
| October 10, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 11,208 | $67.63 | $758,012.73 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · nonDerivative · entry 9 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F4 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F9 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.52 to $67.825. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| October 10, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 11,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · nonDerivative · entry 8 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,208 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 09, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 11,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · derivative · entry 16 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,208 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. F16 · 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. F16 · 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. F16 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| October 09, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass B Common Stock · Derivative | 11,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · derivative · entry 15 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,208 Underlying: Class A Common Stock · 11,208 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. F16 · 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. F16 · 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. F16 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| October 09, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,208 | $0.00 Strike: $3.77 | $0.00 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · derivative · entry 14 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,037 Underlying: Class B Common Stock · 11,208 shares Expires 2028-09-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F15 · derivative.exercise_date: This option is fully vested. F16 · derivative.underlying: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. Read SEC document |
| October 09, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 921 | $64.74 | $59,626.18 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · nonDerivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 113,227 F4 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.69 to $64.80. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. 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, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 1,500 | $64.42 | $96,622.95 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · nonDerivative · entry 6 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 114,148 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 $63.68 to $64.67. 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, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 4,794 | $66.00 | $316,419.34 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · nonDerivative · entry 5 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F4 · 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 $65.80 to $66.11. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| October 09, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 6,414 | $65.25 | $418,486.56 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · nonDerivative · entry 4 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,794 F4 · 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 $64.80 to $65.78. 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. Read SEC document |
| October 09, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 11,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · nonDerivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,208 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 08, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 30,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.xml · derivative · entry 13 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 331,899 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. F12 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F14 · 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. F14 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.