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 |
|---|---|---|---|---|---|---|
| October 08, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 38,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.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: 421,094 Underlying: Class A Common Stock · 38,281 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F12 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F13 · 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. F13 · derivative.expiration_date: The reporting person received an award of restricted stock units on July 8, 2022, which will vest in equal quarterly installments over four years. Read SEC document |
| October 08, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | Tax withholdingClass A Common Stock | 34,742 | $63.97 | $2,222,414.47 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.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: 115,648 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 $63.969 to $63.9693. 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 08, 2023 Filed Oct 11, 2023 22:48 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 68,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000232 · wk-form4_1697064474.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: 150,390 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the the 2018 Yuan and Zhang Revocable Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees. Read SEC document |
| September 19, 2023 Filed Sep 20, 2023 22:36 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 13,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000220 · wk-form4_1695249382.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 · 13,252 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 |
| September 19, 2023 Filed Sep 20, 2023 22:36 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass B Common Stock · Derivative | 13,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000220 · wk-form4_1695249382.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: 13,252 Underlying: Class A Common Stock · 13,252 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 |
| September 19, 2023 Filed Sep 20, 2023 22:36 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,252 | $0.00 Strike: $4.15 | $0.00 |
DisclosureSEC source: 0001585521-23-000220 · wk-form4_1695249382.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: 0 Underlying: Class B Common Stock · 13,252 shares Expires 2023-09-24 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. F9 · 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 |
| September 19, 2023 Filed Sep 20, 2023 22:36 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 1,700 | $70.10 | $119,163.88 |
DisclosureSEC source: 0001585521-23-000220 · wk-form4_1695249382.xml · nonDerivative · entry 6 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 $69.72 to $70.48. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| September 19, 2023 Filed Sep 20, 2023 22:36 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 11,552 | $69.27 | $800,195.49 |
DisclosureSEC source: 0001585521-23-000220 · wk-form4_1695249382.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: 1,700 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.705 to $69.70. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| September 19, 2023 Filed Sep 20, 2023 22:36 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 13,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000220 · wk-form4_1695249382.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: 13,252 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 18, 2023 Filed Sep 20, 2023 22:36 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 13,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000220 · wk-form4_1695249382.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: 0 Underlying: Class A Common Stock · 13,253 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 |
| September 18, 2023 Filed Sep 20, 2023 22:36 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass B Common Stock · Derivative | 13,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000220 · wk-form4_1695249382.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: 13,253 Underlying: Class A Common Stock · 13,253 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 |
| September 18, 2023 Filed Sep 20, 2023 22:36 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,253 | $0.00 Strike: $4.15 | $0.00 |
DisclosureSEC source: 0001585521-23-000220 · wk-form4_1695249382.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: 13,252 Underlying: Class B Common Stock · 13,253 shares Expires 2023-09-24 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: The shares subject to the option vest in monthly installments as follows: approximately 8,840 shares vested on October 24, 2018 and approximately 8,840 shares vested on the 24th day of each month thereafter through and including December 24, 2018, approximately 2,210 shares vested on January 24, 2019 and approximately 2,210 shares vest on the 24th day of each month thereafter through and including December 24, 2021 and approximately 2,945 shares vest on the 24th day of each month thereafter through and including September 24, 2022. 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 |
| September 18, 2023 Filed Sep 20, 2023 22:36 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 670 | $70.93 | $47,525.65 |
DisclosureSEC source: 0001585521-23-000220 · wk-form4_1695249382.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: 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. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.81 to $71.05. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| September 18, 2023 Filed Sep 20, 2023 22:36 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 12,583 | $70.42 | $886,072.21 |
DisclosureSEC source: 0001585521-23-000220 · wk-form4_1695249382.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: 670 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.81 to $70.77. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| September 18, 2023 Filed Sep 20, 2023 22:36 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 13,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000220 · wk-form4_1695249382.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: 13,253 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 11, 2023 Filed Jul 11, 2023 23:17 UTC | Zoom Communications, Inc. ZM · Entity 889 | GrantRestricted Stock Units · Derivative | 362,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000181 · wk-form4_1689117468.xml · derivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,071 Underlying: Class A Common Stock · 362,071 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F4 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on July 11, 2023 which will vest in equal quarterly installments over three years, beginning on October 8, 2023. F4 · 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, beginning on October 8, 2023. Read SEC document |
| July 08, 2023 Filed Jul 11, 2023 23:17 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 38,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000181 · wk-form4_1689117468.xml · derivative · entry 4 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 459,375 Underlying: Class A Common Stock · 38,281 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F5 · derivative.exercise_date: The reporting person received an award of restricted stock units on July 8, 2022, which will vest in equal quarterly installments over four years. F5 · derivative.expiration_date: The reporting person received an award of restricted stock units on July 8, 2022, which will vest in equal quarterly installments over four years. Read SEC document |
| July 08, 2023 Filed Jul 11, 2023 23:17 UTC | Zoom Communications, Inc. ZM · Entity 889 | Tax withholdingClass A Common Stock | 19,274 | $64.67 | $1,246,465.00 |
DisclosureSEC source: 0001585521-23-000181 · wk-form4_1689117468.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 81,937 F2 · shares: Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units. F1 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the the 2018 Yuan and Zhang Revocable Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees. Read SEC document |
| July 08, 2023 Filed Jul 11, 2023 23:17 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 38,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000181 · wk-form4_1689117468.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 101,211 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 |
| May 05, 2023 Filed May 9, 2023 21:37 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028345 · doc4.xml · derivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 407 Underlying: Common Stock · 407 shares Expires 2028-05-05 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for restricted stock units. These restricted stock units are subject to deferred release. F3 · derivative.expiration_date: Represents release date for vested restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 08, 2023 Filed Apr 11, 2023 23:18 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 38,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000083 · wf-form4_168125512873009.xml · derivative · entry 4 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 497,656 Underlying: Class A Common Stock · 38,281 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F6 · 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. F6 · derivative.expiration_date: The reporting person received an award of restricted stock units on July 8, 2022, which will vest in equal quarterly installments over four years. Read SEC document |
| April 08, 2023 Filed Apr 11, 2023 23:18 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 8,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000083 · wf-form4_168125512873009.xml · derivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 8,420 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F5 · derivative.exercise_date: The reporting person received an award of restricted stock units on April 8, 2022, 100% of which will vest on the first anniversary date of the grant. F5 · derivative.expiration_date: The reporting person received an award of restricted stock units on April 8, 2022, 100% of which will vest on the first anniversary date of the grant. Read SEC document |
| April 08, 2023 Filed Apr 11, 2023 23:18 UTC | Zoom Communications, Inc. ZM · Entity 889 | Tax withholdingClass A Common Stock | 24,158 | $68.88 | $1,663,887.08 |
DisclosureSEC source: 0001585521-23-000083 · wf-form4_168125512873009.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 62,930 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 $68.869 to $68.8814. 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 |
| April 08, 2023 Filed Apr 11, 2023 23:18 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 46,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000083 · wf-form4_168125512873009.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 87,088 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the the 2018 Yuan and Zhang Revocable Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees. Read SEC document |
| April 06, 2023 Filed Apr 11, 2023 00:29 UTC | Zoom Communications, Inc. ZM · Entity 889 | GrantRestricted Stock Units · Derivative | 13,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000075 · wf-form4_168117297272318.xml · derivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,851 Underlying: Class A Common Stock · 13,851 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units on April 6, 2023, 100% of which will vest on the first anniversary date of the grant. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units on April 6, 2023, 100% of which will vest on the first anniversary date of the grant. Read SEC document |
| January 08, 2023 Filed Jan 10, 2023 22:43 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 38,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000017 · wf-form4_167339059975219.xml · derivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535,937 Underlying: Class A Common Stock · 38,281 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F4 · 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. F4 · 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, 2023 Filed Jan 10, 2023 22:43 UTC | Zoom Communications, Inc. ZM · Entity 889 | Tax withholdingClass A Common Stock | 17,044 | $69.81 | $1,189,841.64 |
DisclosureSEC source: 0001585521-23-000017 · wf-form4_167339059975219.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 40,387 F2 · shares: Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units. F1 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the the 2018 Yuan and Zhang Revocable Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees. Read SEC document |
| January 08, 2023 Filed Jan 10, 2023 22:43 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 38,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-23-000017 · wf-form4_167339059975219.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 57,431 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the the 2018 Yuan and Zhang Revocable Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees. Read SEC document |
| October 08, 2022 Filed Oct 12, 2022 00:40 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 38,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000204 · wf-form4_166553522282360.xml · derivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,218 Underlying: Class A Common Stock · 38,281 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F4 · 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. F4 · derivative.expiration_date: The reporting person received an award of restricted stock units on July 8, 2022, which will vest in equal quarterly installments over four years. Read SEC document |
| October 08, 2022 Filed Oct 12, 2022 00:40 UTC | Zoom Communications, Inc. ZM · Entity 889 | Tax withholdingClass A Common Stock | 19,131 | $75.99 | $1,453,764.69 |
DisclosureSEC source: 0001585521-22-000204 · wf-form4_166553522282360.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 19,150 F2 · shares: Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units. F1 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the the 2018 Yuan and Zhang Revocable Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees. Read SEC document |
| October 08, 2022 Filed Oct 12, 2022 00:40 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 38,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000204 · wf-form4_166553522282360.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 38,281 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 |
| July 08, 2022 Filed Jul 8, 2022 23:47 UTC | Zoom Communications, Inc. ZM · Entity 889 | GrantRestricted Stock Units · Derivative | 612,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000155 · wf-form4_165732404676071.xml · derivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612,499 Underlying: Class A Common Stock · 612,499 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · 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. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units on July 8, 2022, which will vest in equal quarterly installments over four years. Read SEC document |
| April 08, 2022 Filed Apr 13, 2022 00:05 UTC | Zoom Communications, Inc. ZM · Entity 889 | GrantRestricted Stock Units · Derivative | 8,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000081 · wf-form4_164980832822649.xml · derivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,420 Underlying: Class A Common Stock · 8,420 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units on April 8, 2022, 100% of which will vest on the first anniversary date of the grant. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units on April 8, 2022, 100% of which will vest on the first anniversary date of the grant. Read SEC document |
| March 21, 2022 Filed Mar 23, 2022 21:25 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 540 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000060 · wf-form4_164807072327405.xml · derivative · entry 3 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 22,527,492 Underlying: Class A Common Stock · 540 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. All outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the Issuer's initial public offering. F2 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the the 2018 Yuan and Zhang Revocable Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees. Read SEC document |
| March 21, 2022 Filed Mar 23, 2022 21:25 UTC | Zoom Communications, Inc. ZM · Entity 889 | GiftClass A Common Stock | 540 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000060 · wf-form4_164807072327405.xml · nonDerivative · entry 2 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Read SEC document |
| March 21, 2022 Filed Mar 23, 2022 21:25 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 540 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000060 · wf-form4_164807072327405.xml · nonDerivative · entry 1 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 540 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 |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 80,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · derivative · entry 18 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 22,528,032 Underlying: Class A Common Stock · 80,528 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. F10 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the the 2018 Yuan and Zhang Revocable Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 11,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · derivative · entry 17 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,545 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 |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass B Common Stock · Derivative | 11,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · derivative · entry 16 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,545 Underlying: Class A Common Stock · 11,545 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 |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,545 | $0.00 Strike: $3.77 | $0.00 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · derivative · entry 15 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,245 Underlying: Class B Common Stock · 11,545 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. F9 · derivative.exercise_date: The shares subject to the option vest in monthly installments as follows: approximately 1,577 shares vested on October 24, 2018 and approximately 1,577 vested on the 24th day of each month thereafter through and including December 24, 2018, approximately 8,207 shares vested on January 24, 2019 and approximately 8,207 shares vest on the 24th day of each month thereafter through and including December 24, 2021 and approximately 7,472 shares vest on the 24th day of each month thereafter through and including September 24, 2022. The shares subject to this option are early exercisable, subject to the Issuer's right to repurchase. 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 |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass B Common Stock · Derivative | 4,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · derivative · entry 14 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,080 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 |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass B Common Stock · Derivative | 4,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · derivative · entry 13 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,080 Underlying: Class A Common Stock · 4,080 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 |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,080 | $0.00 Strike: $4.15 | $0.00 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · derivative · entry 12 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,505 Underlying: Class B Common Stock · 4,080 shares Expires 2023-09-24 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: The shares subject to the option vest in monthly installments as follows: approximately 8,840 shares vested on October 24, 2018 and approximately 8,840 shares vested on the 24th day of each month thereafter through and including December 24, 2018, approximately 2,210 shares vested on January 24, 2019 and approximately 2,210 shares vest on the 24th day of each month thereafter through and including December 24, 2021 and approximately 2,945 shares vest on the 24th day of each month thereafter through and including September 24, 2022. 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 |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 656 | $111.10 | $72,880.81 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · nonDerivative · entry 11 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.05 to $111.20. 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. F6 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 22,821 | $110.49 | $2,521,487.73 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · nonDerivative · entry 10 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 656 F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.05 to $111.04. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. F6 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 23,771 | $109.56 | $2,604,250.92 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · nonDerivative · entry 9 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 23,477 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.05 to $110.04. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. F6 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 33,280 | $108.59 | $3,613,861.89 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · nonDerivative · entry 8 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 47,248 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.05 to $109.045 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 Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | ConversionClass A Common Stock | 80,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · nonDerivative · entry 7 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 80,528 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · ownership.nature: The shares are held of record by Zheng Yuan and Hongyu Zhang, cotrustees of the Zheng Yuan 2019 Grantor Retained Annuity Trust, for which the Reporting Person and the Reporting Person's spouse serve as cotrustees. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 125 | $111.10 | $13,887.33 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · nonDerivative · entry 6 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.05 to $111.20. 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 |
| March 09, 2022 Filed Mar 11, 2022 00:20 UTC | Zoom Communications, Inc. ZM · Entity 889 | SaleClass A Common Stock | 4,426 | $110.49 | $489,025.64 |
DisclosureSEC source: 0001585521-22-000048 · wf-form4_164695801693659.xml · nonDerivative · entry 5 Yuan Eric S. · CIK 0001773298 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125 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 $110.05 to $111.04. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff at the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. 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.