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 |
|---|---|---|---|---|---|---|
| June 30, 2023 Filed Jul 6, 2023 01:44 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000128 · wk-form4_1688607882.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,900 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 | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000128 · wk-form4_1688607882.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,150 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 12, 2023 Filed May 12, 2023 16:54 UTC | TERADATA CORP /DE/ TDC · Entity 1449 | GrantCommon Stock | 6,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028935 · doc4.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,459 F1 · price: 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 26, 2023 Filed Apr 28, 2023 23:31 UTC | ZUORA INC ZUO · Entity 16054 | GrantRestricted Stock Units (RSU)(Class A) · Derivative | 51,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000069 · wf-form4_168272470245823.xml · derivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,724 Underlying: Class A Common Stock · 51,724 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. F4 · kind: These transactions reflect the exchange of certain "underwater" options to acquire shares of Zuora's Class A Common Stock for unvested RSUs pursuant to the terms and conditions set forth in Zuora's Offer to Exchange Eligible Stock Options for Unvested Restricted Stock Units dated April 19, 2023 (the "Offer to Exchange"). 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 |
| April 26, 2023 Filed Apr 28, 2023 23:31 UTC | ZUORA INC ZUO · Entity 16054 | Disposition to issuerStock Option (Right to buy Class A Common Stock) · Derivative | 150,000 | Not disclosed Strike: $13.51 | Not disclosed |
DisclosureSEC source: 0001423774-23-000069 · wf-form4_168272470245823.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 · 150,000 shares Expires 2030-06-22 F4 · kind: These transactions reflect the exchange of certain "underwater" options to acquire shares of Zuora's Class A Common Stock for unvested RSUs pursuant to the terms and conditions set forth in Zuora's Offer to Exchange Eligible Stock Options for Unvested Restricted Stock Units dated April 19, 2023 (the "Offer to Exchange"). F6 · price: On April 26, 2023, pursuant to the Offer to Exchange, 150,000 option shares held by the Reporting Person were canceled and exchanged for 51,724 unvested RSUs, reflecting an exchange ratio of 2.9 option shares for each RSU share exchanged. F5 · derivative.exercise_date: The canceled option was granted to the Reporting Person on June 22, 2020. The option was subject to vesting over four years, with 1/4 of the shares vesting on June 22, 2021, and the remaining shares vesting as to 1/48 of the award each month thereafter, so long as the Reporting Person continued to provide services to Zuora through each vesting date. Read SEC document |
| April 19, 2023 Filed Apr 28, 2023 23:31 UTC | ZUORA INC ZUO · Entity 16054 | GrantRestricted Stock Units (RSU)(Class A) · Derivative | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000069 · wf-form4_168272470245823.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: 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 |
| April 10, 2023 Filed Apr 12, 2023 20:05 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 7,500 | $9.00 | $67,497.00 |
DisclosureSEC source: 0001423774-23-000061 · wf-form4_168132994107692.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 135,775 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $8.83 and the highest price at which shares were sold was $9.09. 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 |
| April 03, 2023 Filed Apr 5, 2023 00:15 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 17,905 | $9.34 | $167,306.11 |
DisclosureSEC source: 0001423774-23-000056 · wf-form4_168065369473712.xml · nonDerivative · entry 4 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,275 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, two and three of Table I. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $9.3435 and the highest price at which shares were sold was $9.3750. 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, 2023 Filed Apr 5, 2023 00:15 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000056 · wf-form4_168065369473712.xml · derivative · entry 7 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,667 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. 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 |
| March 31, 2023 Filed Apr 5, 2023 00:15 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000056 · wf-form4_168065369473712.xml · derivative · entry 6 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 · 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 |
| March 31, 2023 Filed Apr 5, 2023 00:15 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000056 · wf-form4_168065369473712.xml · derivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,875 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 |
| March 31, 2023 Filed Apr 5, 2023 00:15 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000056 · wf-form4_168065369473712.xml · nonDerivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,180 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, 2023 Filed Apr 5, 2023 00:15 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000056 · wf-form4_168065369473712.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,347 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, 2023 Filed Apr 5, 2023 00:15 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000056 · wf-form4_168065369473712.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,597 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, 2023 Filed Jan 11, 2023 21:08 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 7,500 | $6.47 | $48,555.75 |
DisclosureSEC source: 0001423774-23-000012 · wf-form4_167347122680392.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,222 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $6.34 and the highest price at which shares were sold was $6.57. 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 03, 2023 Filed Jan 4, 2023 23:06 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 24,590 | $6.32 | $155,307.98 |
DisclosureSEC source: 0001423774-23-000006 · wf-form4_167287358878138.xml · nonDerivative · entry 4 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,722 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, two and three of Table I. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 23:06 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 20,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000006 · wf-form4_167287358878138.xml · derivative · entry 7 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,500 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. 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. 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, 2022 Filed Jan 4, 2023 23:06 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000006 · wf-form4_167287358878138.xml · derivative · entry 6 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,750 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. 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, 2022 Filed Jan 4, 2023 23:06 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000006 · wf-form4_167287358878138.xml · derivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,250 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. 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, 2022 Filed Jan 4, 2023 23:06 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 20,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000006 · wf-form4_167287358878138.xml · nonDerivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,312 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, 2022 Filed Jan 4, 2023 23:06 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000006 · wf-form4_167287358878138.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,478 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, 2022 Filed Jan 4, 2023 23:06 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000006 · wf-form4_167287358878138.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,728 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 10, 2022 Filed Oct 12, 2022 20:09 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 7,500 | $6.94 | $52,058.25 |
DisclosureSEC source: 0001423774-22-000153 · wf-form4_166560534836532.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,353 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $6.82 and the highest price at which shares were sold was $7.25. 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 03, 2022 Filed Oct 4, 2022 22:22 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 25,290 | $7.08 | $179,164.48 |
DisclosureSEC source: 0001423774-22-000144 · wf-form4_166492214767800.xml · nonDerivative · entry 4 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,853 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, two and three of Table I. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $7.0759 and the highest price at which shares were sold was $7.3922. 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, 2022 Filed Oct 4, 2022 22:22 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000144 · wf-form4_166492214767800.xml · derivative · entry 7 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,334 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. 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 |
| September 30, 2022 Filed Oct 4, 2022 22:22 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000144 · wf-form4_166492214767800.xml · derivative · entry 6 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,500 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. 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 |
| September 30, 2022 Filed Oct 4, 2022 22:22 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000144 · wf-form4_166492214767800.xml · derivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,625 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 |
| September 30, 2022 Filed Oct 4, 2022 22:22 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000144 · wf-form4_166492214767800.xml · nonDerivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,143 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, 2022 Filed Oct 4, 2022 22:22 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000144 · wf-form4_166492214767800.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,310 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 |
| September 30, 2022 Filed Oct 4, 2022 22:22 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000144 · wf-form4_166492214767800.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,560 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 11, 2022 Filed Jul 13, 2022 23:32 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 10,000 | $9.56 | $95,586.00 |
DisclosureSEC source: 0001423774-22-000131 · wf-form4_165775515789024.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,185 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $9.45 and the highest price at which shares were sold was $9.88. 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 01, 2022 Filed Jul 5, 2022 23:35 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 18,136 | $8.93 | $162,037.91 |
DisclosureSEC source: 0001423774-22-000129 · wf-form4_165706409126896.xml · nonDerivative · entry 4 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,185 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, two and three of Table I. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 23:35 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000129 · wf-form4_165706409126896.xml · derivative · entry 7 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,167 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. 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 |
| June 30, 2022 Filed Jul 5, 2022 23:35 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000129 · wf-form4_165706409126896.xml · derivative · entry 6 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,250 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. 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. 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 |
| June 30, 2022 Filed Jul 5, 2022 23:35 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000129 · wf-form4_165706409126896.xml · derivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 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. 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 |
| June 30, 2022 Filed Jul 5, 2022 23:35 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000129 · wf-form4_165706409126896.xml · nonDerivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,321 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, 2022 Filed Jul 5, 2022 23:35 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000129 · wf-form4_165706409126896.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,488 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, 2022 Filed Jul 5, 2022 23:35 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000129 · wf-form4_165706409126896.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,738 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 01, 2022 Filed Jun 2, 2022 20:10 UTC | TERADATA CORP /DE/ TDC · Entity 1449 | GrantCommon Stock | 6,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-033497 · doc4.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,283 F1 · kind: Award of restricted share units issued under the Director Compensation Program in connection with Mr. McElhatton's election to the board of directors. The units vest in four equal, quarterly installments commencing three months after the grant date. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 20:10 UTC | TERADATA CORP /DE/ TDC · Entity 1449 | GrantCommon Stock | 2,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-033497 · doc4.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,042 F1 · kind: Award of restricted share units issued under the Director Compensation Program in connection with Mr. McElhatton's election to the board of directors. The units vest in four equal, quarterly installments commencing three months after the grant date. Read SEC document |
| April 11, 2022 Filed Apr 13, 2022 21:35 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 4,700 | $13.59 | $63,873.00 |
DisclosureSEC source: 0001423774-22-000082 · wf-form4_164988569628264.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,363 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 21:14 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 9,962 | $14.63 | $145,713.18 |
DisclosureSEC source: 0001423774-22-000075 · wf-form4_164910686340212.xml · nonDerivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,063 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 and two of Table I. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $14.5909 and the highest price at which shares were sold was $14.6273. 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 |
| March 31, 2022 Filed Apr 4, 2022 21:14 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000075 · wf-form4_164910686340212.xml · derivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer'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 the Issuer 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 |
| March 31, 2022 Filed Apr 4, 2022 21:14 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000075 · wf-form4_164910686340212.xml · derivative · entry 4 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,375 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer'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 the Issuer 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 |
| March 31, 2022 Filed Apr 4, 2022 21:14 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000075 · wf-form4_164910686340212.xml · nonDerivative · entry 2 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,025 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, 2022 Filed Apr 4, 2022 21:14 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000075 · wf-form4_164910686340212.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,275 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 01, 2022 Filed Mar 4, 2022 01:55 UTC | ZUORA INC ZUO · Entity 16054 | GrantRestricted Stock Units (RSU)(Class A) · Derivative | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000046 · wf-form4_164635891433764.xml · derivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Class A Common Stock · 250,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer'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, 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 the Issuer 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 |
| January 10, 2022 Filed Jan 12, 2022 21:11 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 4,700 | $16.05 | $75,419.02 |
DisclosureSEC source: 0001423774-22-000006 · wf-form4_164202190381412.xml · nonDerivative · entry 1 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,900 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $15.67 and the highest price at which shares were sold was $16.48. 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 |
| January 03, 2022 Filed Jan 4, 2022 21:52 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 14,429 | $18.06 | $260,537.24 |
DisclosureSEC source: 0001815346-22-000002 · wf-form4_164133310487543.xml · nonDerivative · entry 3 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,600 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 and two of Table I. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $18.0536 and the highest price at which shares were sold was $18.2040. 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 |
| December 31, 2021 Filed Jan 4, 2022 21:52 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001815346-22-000002 · wf-form4_164133310487543.xml · derivative · entry 5 McElhatton Todd · CIK 0001815346 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,750 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer'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 the Issuer 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.