Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TERADATA CORP /DE/TDC · Entity 1449 | Director | August 14, 2026 | August 18, 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.
TERADATA CORP /DE/
Report date August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,862 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Grant · Acquired 2,197 · Balance 28,862 F1: Award of restricted share units issued under the Director Compensation Program. The units vest in four equal quarterly installments commencing three months after the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted share units issued under the Director Compensation Program. The units vest in four equal quarterly installments commencing three months after the grant date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ZUORA INC
Report date February 14, 2025 · Filed February 14, 2025
Section 16 reporting ended · disclosed 2025-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 1
1 source rowRow 1 · 2025-02-14 · Disposition to issuer · Disposed 404,634 · Balance 0 F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchase, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration"). |
| Restricted Stock Unit (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-14 · Disposition to issuer · Disposed 18,750 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
| Restricted Stock Unit (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-14 · Disposition to issuer · Disposed 20,834 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
| Restricted Stock Unit (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-02-14 · Disposition to issuer · Disposed 125,000 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
| Restricted Stock Unit (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-02-14 · Disposition to issuer · Disposed 6,466 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
| Restricted Stock Unit (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-02-14 · Disposition to issuer · Disposed 243,750 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
| Restricted Stock Unit (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-02-14 · Disposition to issuer · Disposed 300,000 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchase, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions.
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 |
|---|---|---|---|---|---|---|
| August 14, 2026 Filed Aug 18, 2026 21:19 UTC | TERADATA CORP /DE/ TDC · Entity 1449 | GrantCommon Stock | 2,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001815346-26-000007 · wk-form4_1787087975.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,862 F1 · kind: Award of restricted share units issued under the Director Compensation Program. The units vest in four equal quarterly installments commencing three months after the grant date. Read SEC document |
| May 22, 2026 Filed May 26, 2026 20:45 UTC | TERADATA CORP /DE/ TDC · Entity 1449 | SaleCommon Stock | 15,000 | $33.47 | $502,021.50 |
DisclosureSEC source: 0001815346-26-000004 · wk-form4_1779828348.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,665 F1 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.45 to $33.5202. The reporting person has provided to the issuer and will provide any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| May 14, 2026 Filed May 18, 2026 20:17 UTC | TERADATA CORP /DE/ TDC · Entity 1449 | GrantCommon Stock | 8,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001815346-26-000002 · wk-form4_1779135435.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,665 F1 · shares: Award of restricted share units issued under the Director Compensation Program. The units vest in four equal quarterly installments commencing three months after the grant date. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:44 UTC | TERADATA CORP /DE/ TDC · Entity 1449 | GrantCommon Stock | 11,489 | $0.00 | $0.00 |
DisclosureSEC source: 0000816761-25-000146 · wk-form4_1747687448.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,875 F1 · kind: Award of restricted share units issued under the Director Compensation Program. The units vest in four equal quarterly installments commencing three months after the grant date. Read SEC document |
| February 14, 2025 Filed Feb 14, 2025 21:05 UTC | ZUORA INC ZUO · Entity 16054 | Disposition to issuerRestricted Stock Unit (RSU) (Class A) · Derivative | 300,000 | $10.00 | $3,000,000.00 |
DisclosureSEC source: 0001140361-25-004766 · form4.xml · derivative · entry 7 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 300,000 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · kind: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. Read SEC document |
| February 14, 2025 Filed Feb 14, 2025 21:05 UTC | ZUORA INC ZUO · Entity 16054 | Disposition to issuerRestricted Stock Unit (RSU) (Class A) · Derivative | 243,750 | $10.00 | $2,437,500.00 |
DisclosureSEC source: 0001140361-25-004766 · form4.xml · derivative · entry 6 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 243,750 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · kind: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. Read SEC document |
| February 14, 2025 Filed Feb 14, 2025 21:05 UTC | ZUORA INC ZUO · Entity 16054 | Disposition to issuerRestricted Stock Unit (RSU) (Class A) · Derivative | 6,466 | $10.00 | $64,660.00 |
DisclosureSEC source: 0001140361-25-004766 · form4.xml · derivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,466 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · kind: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. Read SEC document |
| February 14, 2025 Filed Feb 14, 2025 21:05 UTC | ZUORA INC ZUO · Entity 16054 | Disposition to issuerRestricted Stock Unit (RSU) (Class A) · Derivative | 125,000 | $10.00 | $1,250,000.00 |
DisclosureSEC source: 0001140361-25-004766 · form4.xml · derivative · entry 4 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 125,000 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · kind: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. Read SEC document |
| February 14, 2025 Filed Feb 14, 2025 21:05 UTC | ZUORA INC ZUO · Entity 16054 | Disposition to issuerRestricted Stock Unit (RSU) (Class A) · Derivative | 20,834 | $10.00 | $208,340.00 |
DisclosureSEC source: 0001140361-25-004766 · form4.xml · derivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 20,834 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · kind: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. Read SEC document |
| February 14, 2025 Filed Feb 14, 2025 21:05 UTC | ZUORA INC ZUO · Entity 16054 | Disposition to issuerRestricted Stock Unit (RSU) (Class A) · Derivative | 18,750 | $10.00 | $187,500.00 |
DisclosureSEC source: 0001140361-25-004766 · form4.xml · derivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 18,750 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · kind: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. Read SEC document |
| February 14, 2025 Filed Feb 14, 2025 21:05 UTC | ZUORA INC ZUO · Entity 16054 | Disposition to issuerClass A Common Stock | 404,634 | $10.00 | $4,046,340.00 |
DisclosureSEC source: 0001140361-25-004766 · form4.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchase, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration"). F1 · price: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchase, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration"). Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:07 UTC | ZUORA INC ZUO · Entity 16054 | GrantRestricted Stock Units (RSU)(Class A) · Derivative | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001815346-25-000002 · wk-form4_1738789647.xml · derivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Class A Common Stock · 300,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F2 · derivative.exercise_date: As previously disclosed in the Zuora, Inc. definitive proxy statement filed on December 31, 2024 (the Proxy Statement), these RSUs are granted pursuant to the terms of the Merger Agreement, to replace certain Zuora PSUs that were forfeited for no consideration. The RSUs will vest and become payable, immediately prior to Closing, subject to the continued employment of the reporting person through such date, or will be forfeited automatically if the Merger Agreement is terminated pursuant to its terms without the occurrence of the Closing. All undefined terms shall have the meaning ascribed to them in the Proxy Statement. F2 · derivative.expiration_date: As previously disclosed in the Zuora, Inc. definitive proxy statement filed on December 31, 2024 (the Proxy Statement), these RSUs are granted pursuant to the terms of the Merger Agreement, to replace certain Zuora PSUs that were forfeited for no consideration. The RSUs will vest and become payable, immediately prior to Closing, subject to the continued employment of the reporting person through such date, or will be forfeited automatically if the Merger Agreement is terminated pursuant to its terms without the occurrence of the Closing. All undefined terms shall have the meaning ascribed to them in the Proxy Statement. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 21:29 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 50,373 | $9.93 | $500,088.03 |
DisclosureSEC source: 0001423774-25-000029 · wk-form4_1735939763.xml · nonDerivative · entry 6 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 404,634 F1 · price: The shares were sold to satisfy the tax liability of the Reporting Person in connection with the issuance of Class A Common Stock resulting from the vesting of restricted stock units under the Zuora, Inc. 2018 Equity Incentive Plan ("Plan"). The shares for the Reporting Person were aggregated with shares sold to satisfy tax liability for all other Plan participants, and all such shares were sold on January 2, 2025. The price reported in Column 4 is the weighted average price. Shares were sold in multiple transactions at prices between $9.92 and $9.95. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, Zuora or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 27,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000029 · wk-form4_1735939763.xml · derivative · entry 11 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,750 Underlying: Class A Common Stock · 27,084 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. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F8 · derivative.exercise_date: The RSUs vest over three years, with 1/12 of the shares underlying the initial award vesting on June 30, 2024, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F4 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 6,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000029 · wk-form4_1735939763.xml · derivative · entry 10 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,466 Underlying: Class A Common Stock · 6,465 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. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F7 · derivative.exercise_date: The RSUs vest over two years, with 1/8 of the shares underlying the initial award vesting on June 30, 2023, and the remaining shares vesting as to 1/8 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F4 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000029 · wk-form4_1735939763.xml · derivative · entry 9 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,000 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F6 · derivative.exercise_date: The RSUs vest over three years, with 1/12 of the shares underlying the initial award vesting on June 30, 2023, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F4 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000029 · wk-form4_1735939763.xml · derivative · entry 8 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,834 Underlying: Class A Common Stock · 20,833 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. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F5 · derivative.exercise_date: The RSUs vest over three years, with 1/12 of the shares underlying the initial award vesting on June 30, 2022, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F4 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000029 · wk-form4_1735939763.xml · derivative · entry 7 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,750 Underlying: Class A Common Stock · 18,750 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. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F3 · derivative.exercise_date: The RSUs vest over four years, with 1/16 of the shares underlying the initial award vesting on June 30, 2021, and the remaining shares vesting as to 1/16 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F4 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 27,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000029 · wk-form4_1735939763.xml · nonDerivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 455,007 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 |
| December 31, 2024 Filed Jan 3, 2025 21:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 6,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000029 · wk-form4_1735939763.xml · nonDerivative · entry 4 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427,923 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 |
| December 31, 2024 Filed Jan 3, 2025 21:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000029 · wk-form4_1735939763.xml · nonDerivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 421,458 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 |
| December 31, 2024 Filed Jan 3, 2025 21:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000029 · wk-form4_1735939763.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 396,458 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 |
| December 31, 2024 Filed Jan 3, 2025 21:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000029 · wk-form4_1735939763.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,625 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 03, 2024 Filed Oct 3, 2024 23:05 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 51,879 | $8.34 | $432,857.62 |
DisclosureSEC source: 0001423774-24-000268 · wk-form4_1727996710.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 356,875 F1 · price: The shares were sold to satisfy the tax liability of the Reporting Person in connection with the issuance of Class A Common Stock resulting from the vesting of restricted stock units under the Zuora, Inc. 2018 Equity Incentive Plan ("Plan"). The shares for the Reporting Person were aggregated with shares sold to satisfy tax liability for all other Plan participants, and all such shares were sold over a three-day period ending on October 3, 2024. The price reported in Column 4 is the weighted average price. Shares were sold in multiple transactions at prices between $8.235 and $8.52. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, Zuora or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 27,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000244 · wk-form4_1727906953.xml · derivative · entry 10 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,834 Underlying: Class A Common Stock · 27,083 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F7 · derivative.exercise_date: The RSUs vest over three years, with 1/12 of the shares underlying the initial award vesting on June 30, 2024, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 6,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000244 · wk-form4_1727906953.xml · derivative · entry 9 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,931 Underlying: Class A Common Stock · 6,466 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F6 · derivative.exercise_date: The RSUs vest over two years, with 1/8 of the shares underlying the initial award vesting on June 30, 2023, and the remaining shares vesting as to 1/8 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000244 · wk-form4_1727906953.xml · derivative · entry 8 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F5 · derivative.exercise_date: The RSUs vest over three years, with 1/12 of the shares underlying the initial award vesting on June 30, 2023, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000244 · wk-form4_1727906953.xml · derivative · entry 7 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,667 Underlying: Class A Common Stock · 20,833 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F4 · derivative.exercise_date: The RSUs vest over three years, with 1/12 of the shares underlying the initial award vesting on June 30, 2022, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000244 · wk-form4_1727906953.xml · derivative · entry 6 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,500 Underlying: Class A Common Stock · 18,750 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F2 · derivative.exercise_date: The RSUs vest over four years, with 1/16 of the shares underlying the initial award vesting on June 30, 2021, and the remaining shares vesting as to 1/16 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 27,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000244 · wk-form4_1727906953.xml · nonDerivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 408,754 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 30, 2024 Filed Oct 2, 2024 22:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 6,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000244 · wk-form4_1727906953.xml · nonDerivative · entry 4 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 381,671 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 30, 2024 Filed Oct 2, 2024 22:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000244 · wk-form4_1727906953.xml · nonDerivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,205 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 30, 2024 Filed Oct 2, 2024 22:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000244 · wk-form4_1727906953.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 350,205 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 30, 2024 Filed Oct 2, 2024 22:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000244 · wk-form4_1727906953.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329,372 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 10, 2024 Filed Jul 12, 2024 20:10 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 10,000 | $8.72 | $87,180.00 |
DisclosureSEC source: 0001423774-24-000218 · wk-form4_1720815019.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 310,622 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person adopted on June 21, 2023. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $8.63 and the highest price at which shares were sold was $8.78. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, Zuora or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 20:15 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 54,688 | $9.64 | $526,995.44 |
DisclosureSEC source: 0001423774-24-000206 · wk-form4_1720037697.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 320,622 F1 · price: The shares were sold to satisfy the tax liability of the Reporting Person in connection with the issuance of Class A Common Stock resulting from the vesting of restricted stock units under the Zuora, Inc. 2018 Equity Incentive Plan ("Plan"). The shares for the Reporting Person were aggregated with shares sold to satisfy tax liability for all other Plan participants, and all such shares were sold over a three-day period ending on July 3, 2024. The price reported in Column 4 is the weighted average price. Shares were sold in multiple transactions at prices between $9.41 and $9.89. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, Zuora or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:23 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 27,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000190 · wk-form4_1719951795.xml · derivative · entry 12 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 297,917 Underlying: Class A Common Stock · 27,083 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F8 · derivative.exercise_date: The RSUs vest over three years, with 1/12 of the shares underlying the initial award vesting on June 30, 2024, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:23 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 6,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000190 · wk-form4_1719951795.xml · derivative · entry 11 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,397 Underlying: Class A Common Stock · 6,465 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F7 · derivative.exercise_date: The RSUs vest over two years, with 1/8 of the shares underlying the initial award vesting on June 30, 2023, and the remaining shares vesting as to 1/8 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:23 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000190 · wk-form4_1719951795.xml · derivative · entry 10 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,000 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F6 · derivative.exercise_date: The RSUs vest over three years, with 1/12 of the shares underlying the initial award vesting on June 30, 2023, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:23 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 20,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000190 · wk-form4_1719951795.xml · derivative · entry 9 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,500 Underlying: Class A Common Stock · 20,834 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F5 · derivative.exercise_date: The RSUs vest over three years, with 1/12 of the shares underlying the initial award vesting on June 30, 2022, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:23 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000190 · wk-form4_1719951795.xml · derivative · entry 8 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,250 Underlying: Class A Common Stock · 18,750 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F4 · derivative.exercise_date: The RSUs vest over four years, with 1/16 of the shares underlying the initial award vesting on June 30, 2021, and the remaining shares vesting as to 1/16 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:23 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000190 · wk-form4_1719951795.xml · derivative · entry 7 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,375 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F2 · derivative.exercise_date: The RSUs vest over four years, with 1/4 of the shares underlying the initial award vesting on June 30, 2021, and the remaining shares vesting as to 1/16 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:23 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 27,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000190 · wk-form4_1719951795.xml · nonDerivative · entry 6 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,310 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 |
| June 30, 2024 Filed Jul 2, 2024 20:23 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 6,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000190 · wk-form4_1719951795.xml · nonDerivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,227 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 |
| June 30, 2024 Filed Jul 2, 2024 20:23 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000190 · wk-form4_1719951795.xml · nonDerivative · entry 4 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 341,762 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 |
| June 30, 2024 Filed Jul 2, 2024 20:23 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 20,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000190 · wk-form4_1719951795.xml · nonDerivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,762 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 |
| June 30, 2024 Filed Jul 2, 2024 20:23 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000190 · wk-form4_1719951795.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,928 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 |
| June 30, 2024 Filed Jul 2, 2024 20:23 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000190 · wk-form4_1719951795.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,178 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 |
| May 14, 2024 Filed May 15, 2024 23:35 UTC | TERADATA CORP /DE/ TDC · Entity 1449 | GrantCommon Stock | 6,927 | $0.00 | $0.00 |
DisclosureSEC source: 0000816761-24-000117 · wk-form4_1715816103.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,386 F1 · kind: Award of restricted share units issued under the Director Compensation Program. The units vest in four equal, quarterly installments commencing three months after the grant date. Read SEC document |
| April 10, 2024 Filed Apr 11, 2024 20:08 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 10,000 | $8.35 | $83,451.00 |
DisclosureSEC source: 0001423774-24-000120 · wk-form4_1712866106.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 267,803 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person adopted on June 21, 2023. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $8.26 and the highest price at which shares were sold was $8.44. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, Zuora or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote. 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.