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 |
|---|---|---|---|---|---|---|
| April 05, 2024 Filed Apr 9, 2024 20:18 UTC | ZUORA INC ZUO · Entity 16054 | GrantRestricted Stock Units (RSU)(Class A) · Derivative | 325,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000114 · wk-form4_1712693906.xml · derivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 325,000 Underlying: Class A Common Stock · 325,000 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: 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 |
| April 03, 2024 Filed Apr 3, 2024 23:57 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 31,006 | $8.61 | $266,912.05 |
DisclosureSEC source: 0001423774-24-000104 · wk-form4_1712188653.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,803 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 January April 3, 2024. The price reported in Column 4 is the weighted average price. Shares were sold in multiple transactions at prices between $8.3950 and $9.1200. 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 |
| March 31, 2024 Filed Apr 2, 2024 20:31 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 6,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000090 · wk-form4_1712089837.xml · derivative · entry 10 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,862 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. 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 |
| March 31, 2024 Filed Apr 2, 2024 20:31 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000090 · wk-form4_1712089837.xml · derivative · entry 9 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 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 |
| March 31, 2024 Filed Apr 2, 2024 20:31 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000090 · wk-form4_1712089837.xml · derivative · entry 8 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,334 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. 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 |
| March 31, 2024 Filed Apr 2, 2024 20:31 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000090 · wk-form4_1712089837.xml · derivative · entry 7 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 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 |
| March 31, 2024 Filed Apr 2, 2024 20:31 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000090 · wk-form4_1712089837.xml · derivative · entry 6 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,375 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 |
| March 31, 2024 Filed Apr 2, 2024 20:31 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 6,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000090 · wk-form4_1712089837.xml · nonDerivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,809 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 31, 2024 Filed Apr 2, 2024 20:31 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000090 · wk-form4_1712089837.xml · nonDerivative · entry 4 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,343 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 31, 2024 Filed Apr 2, 2024 20:31 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000090 · wk-form4_1712089837.xml · nonDerivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,343 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 31, 2024 Filed Apr 2, 2024 20:31 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000090 · wk-form4_1712089837.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,510 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 31, 2024 Filed Apr 2, 2024 20:31 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000090 · wk-form4_1712089837.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,760 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 |
| January 10, 2024 Filed Jan 11, 2024 21:44 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 10,000 | $8.55 | $85,483.00 |
DisclosureSEC source: 0001423774-24-000038 · wk-form4_1705009474.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 228,385 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 $8.44 and the highest price at which shares were sold was $8.64. 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 |
| January 04, 2024 Filed Jan 4, 2024 23:35 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 41,692 | $8.36 | $348,524.27 |
DisclosureSEC source: 0001423774-24-000027 · wk-form4_1704411328.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,385 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 January 4, 2024. The price reported in Column 4 is the weighted average price. Shares were sold in multiple transactions at prices between $7.9144 and $9.0200. 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, 2023 Filed Jan 4, 2024 00:11 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 6,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000011 · wk-form4_1704327066.xml · derivative · entry 10 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,328 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 RSU represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F1 · kind: This transaction represents the vesting of restricted stock units ("RSUs") held by the Reporting Person on the Transaction Date. No RSUs were sold by the Reporting Person on this date. F8 · 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, 2023 Filed Jan 4, 2024 00:11 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000011 · wk-form4_1704327066.xml · derivative · entry 9 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,000 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 RSU represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F1 · kind: This transaction represents the vesting of restricted stock units ("RSUs") held by the Reporting Person on the Transaction Date. No RSUs were sold by the Reporting Person on this date. F7 · 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, 2023 Filed Jan 4, 2024 00:11 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000011 · wk-form4_1704327066.xml · derivative · entry 8 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,167 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 RSU represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F1 · kind: This transaction represents the vesting of restricted stock units ("RSUs") held by the Reporting Person on the Transaction Date. No RSUs were sold by the Reporting Person on this date. F6 · 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, 2023 Filed Jan 4, 2024 00:11 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000011 · wk-form4_1704327066.xml · derivative · entry 7 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,750 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 RSU represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F1 · kind: This transaction represents the vesting of restricted stock units ("RSUs") held by the Reporting Person on the Transaction Date. No RSUs were sold by the Reporting Person on this date. F5 · 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, 2023 Filed Jan 4, 2024 00:11 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000011 · wk-form4_1704327066.xml · derivative · entry 6 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 · 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F1 · kind: This transaction represents the vesting of restricted stock units ("RSUs") held by the Reporting Person on the Transaction Date. No RSUs were sold by the Reporting Person on this date. F3 · 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. 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, 2023 Filed Jan 4, 2024 00:11 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 6,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000011 · wk-form4_1704327066.xml · nonDerivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,077 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction represents the vesting of restricted stock units ("RSUs") held by the Reporting Person on the Transaction Date. No RSUs were sold by the Reporting Person on this date. Read SEC document |
| December 31, 2023 Filed Jan 4, 2024 00:11 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000011 · wk-form4_1704327066.xml · nonDerivative · entry 4 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 273,612 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction represents the vesting of restricted stock units ("RSUs") held by the Reporting Person on the Transaction Date. No RSUs were sold by the Reporting Person on this date. Read SEC document |
| December 31, 2023 Filed Jan 4, 2024 00:11 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000011 · wk-form4_1704327066.xml · nonDerivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,612 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction represents the vesting of restricted stock units ("RSUs") held by the Reporting Person on the Transaction Date. No RSUs were sold by the Reporting Person on this date. Read SEC document |
| December 31, 2023 Filed Jan 4, 2024 00:11 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000011 · wk-form4_1704327066.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,779 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction represents the vesting of restricted stock units ("RSUs") held by the Reporting Person on the Transaction Date. No RSUs were sold by the Reporting Person on this date. Read SEC document |
| December 31, 2023 Filed Jan 4, 2024 00:11 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000011 · wk-form4_1704327066.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,029 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction represents the vesting of restricted stock units ("RSUs") held by the Reporting Person on the Transaction Date. No RSUs were sold by the Reporting Person on this date. Read SEC document |
| October 10, 2023 Filed Oct 10, 2023 22:57 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 10,000 | $7.96 | $79,614.00 |
DisclosureSEC source: 0001423774-23-000221 · wk-form4_1696978638.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 199,654 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person adopted on June 21, 2023. F3 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $7.88 and the highest price at which shares were sold was $8.01. 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 |
| October 06, 2023 Filed Oct 10, 2023 22:57 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 23,168 | $7.98 | $184,910.76 |
DisclosureSEC source: 0001423774-23-000221 · wk-form4_1696978638.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 209,654 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 $7.81 and the highest price at which shares were sold was $8.12. 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 |
| October 04, 2023 Filed Oct 7, 2023 00:45 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 65,478 | $7.89 | $516,483.92 |
DisclosureSEC source: 0001423774-23-000209 · wk-form4_1696639523.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,822 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 4, 2023. The price reported in Column 4 is the weighted average price. Shares were sold in multiple transactions at prices between $7.555 and $8.290. 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, 2023 Filed Oct 4, 2023 01:52 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionPerformance Stock Units (PSU)(Class A) · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000170 · wk-form4_1696384335.xml · derivative · entry 13 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 50,000 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. F9 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon settlement for no consideration. F1 · kind: Vesting of PSUs earned by the Reporting Person on September 7, 2023, as determined by the Compensation Committee of Zuora's Board of Directors. F10 · derivative.exercise_date: The PSUs shall vest on September 30, 2023, so long as the Reporting Person continues to provide services to Zuora through such vesting date. F11 · derivative.expiration_date: PSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| September 30, 2023 Filed Oct 4, 2023 01:52 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 6,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000170 · wk-form4_1696384335.xml · derivative · entry 11 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,793 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. 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 settlement for no consideration. F8 · 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 |
| September 30, 2023 Filed Oct 4, 2023 01:52 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000170 · wk-form4_1696384335.xml · derivative · entry 10 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 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 settlement 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, 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 |
| September 30, 2023 Filed Oct 4, 2023 01:52 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 20,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000170 · wk-form4_1696384335.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 · 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. 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 settlement 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, 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 |
| September 30, 2023 Filed Oct 4, 2023 01:52 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000170 · wk-form4_1696384335.xml · derivative · entry 8 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,500 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. 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 settlement for no consideration. F5 · 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 |
| September 30, 2023 Filed Oct 4, 2023 01:52 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000170 · wk-form4_1696384335.xml · derivative · entry 7 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,125 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. 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 settlement for no consideration. F3 · 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. 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 |
| September 30, 2023 Filed Oct 4, 2023 01:52 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000170 · wk-form4_1696384335.xml · nonDerivative · entry 6 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298,300 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Vesting of PSUs earned by the Reporting Person on September 7, 2023, as determined by the Compensation Committee of Zuora's Board of Directors. Read SEC document |
| September 30, 2023 Filed Oct 4, 2023 01:52 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 6,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000170 · wk-form4_1696384335.xml · nonDerivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,300 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, 2023 Filed Oct 4, 2023 01:52 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000170 · wk-form4_1696384335.xml · nonDerivative · entry 4 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,834 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, 2023 Filed Oct 4, 2023 01:52 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 20,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000170 · wk-form4_1696384335.xml · nonDerivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,834 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, 2023 Filed Oct 4, 2023 01:52 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000170 · wk-form4_1696384335.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,000 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, 2023 Filed Oct 4, 2023 01:52 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000170 · wk-form4_1696384335.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,250 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 20, 2023 Filed Sep 25, 2023 23:21 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 10,000 | $8.68 | $86,807.00 |
DisclosureSEC source: 0001423774-23-000162 · wk-form4_1695684059.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 167,875 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on June 21, 2023. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $8.53 and the highest price at which shares were sold was $8.75. 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 07, 2023 Filed Oct 4, 2023 01:52 UTC | ZUORA INC ZUO · Entity 16054 | GrantPerformance Stock Units (PSU)(Class A) · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000170 · wk-form4_1696384335.xml · derivative · entry 12 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F9 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon settlement for no consideration. F10 · derivative.exercise_date: The PSUs shall vest on September 30, 2023, so long as the Reporting Person continues to provide services to Zuora through such vesting date. F11 · derivative.expiration_date: PSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| July 05, 2023 Filed Jul 6, 2023 01:44 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 38,323 | $10.08 | $386,127.22 |
DisclosureSEC source: 0001423774-23-000128 · wk-form4_1688607882.xml · nonDerivative · entry 6 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,875 F1 · shares: Shares sold to satisfy the Reporting Person's tax liability in connection with the issuance of Class A Common Stock resulting from the vesting of restricted stock units ("RSUs") as reported in rows one through five of Table I. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $10.0609 and the highest price at which shares were sold was $10.0762. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer 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, 2023 Filed Jul 6, 2023 01:44 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 6,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000128 · wk-form4_1688607882.xml · derivative · entry 11 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,259 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F9 · 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. F5 · 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, 2023 Filed Jul 6, 2023 01:44 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000128 · wk-form4_1688607882.xml · derivative · entry 10 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,000 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. F3 · derivative.exercise_price: Each 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, 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. F5 · 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, 2023 Filed Jul 6, 2023 01:44 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000128 · wk-form4_1688607882.xml · derivative · entry 9 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,834 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. F3 · derivative.exercise_price: Each 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, 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. F5 · 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, 2023 Filed Jul 6, 2023 01:44 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000128 · wk-form4_1688607882.xml · derivative · entry 8 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,250 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. F3 · derivative.exercise_price: Each 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 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. F5 · 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, 2023 Filed Jul 6, 2023 01:44 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000128 · wk-form4_1688607882.xml · derivative · entry 7 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 · 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. F3 · derivative.exercise_price: Each 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 1/4 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. F5 · 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, 2023 Filed Jul 6, 2023 01:44 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 6,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000128 · wk-form4_1688607882.xml · nonDerivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,198 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, 2023 Filed Jul 6, 2023 01:44 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000128 · wk-form4_1688607882.xml · nonDerivative · entry 4 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,733 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, 2023 Filed Jul 6, 2023 01:44 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000128 · wk-form4_1688607882.xml · nonDerivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,733 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.