Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nextdoor Holdings, Inc.NXDR · Entity 5074 | Director | September 30, 2026 | October 03, 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.
Nextdoor Holdings, Inc.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 194,941 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Exercise / conversion · Acquired 6,536 · Balance 194,941 |
| Restricted Stock Units (RSU)SEC Table II · derivative / convertible security | Direct | 6,536 |
Reported balance
After 2026-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-30 · Exercise / conversion · Disposed 6,536 · Balance 6,536 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: The RSU Award will vest as to 1/4 of the shares subject to the award on each of March 31, 2026, June 30, 2026, September 30, 2026 and December 31, 2026, in each case, subject to the reporting person's continued service to the Issuer through each such date. F3: These RSUs do not expire; they either vest or are cancelled prior to the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: The RSU Award will vest as to 1/4 of the shares subject to the award on each of March 31, 2026, June 30, 2026, September 30, 2026 and December 31, 2026, in each case, subject to the reporting person's continued service to the Issuer through each such date.
F3: These RSUs do not expire; they either vest or are cancelled prior to the vesting 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 69,067 · Balance 0 F1: On February 19, 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 Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent, and 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 cash in an amount equal to $10.00 per share, without interest thereon and subject to any applicable withholding taxes (the "Merger Consideration"). F2: Includes unvested restricted stock units ("RSUs") of the Company. Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's RSUs, whether or not vested, 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy The 2016 Jason Pressman Trust U/D/T March 8, 2016 | 0 |
Reported balance
After 2025-02-14 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-02-14 · Disposition to issuer · Disposed 43,899 · Balance 0 F1: On February 19, 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 Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent, and 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 cash in an amount equal to $10.00 per share, without interest thereon and subject to any applicable withholding taxes (the "Merger Consideration"). F3: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Shasta Ventures II GP, LLC | 0 |
Reported balance
After 2025-02-14 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-02-14 · Disposition to issuer · Disposed 17,812 · Balance 0 F1: On February 19, 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 Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent, and 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 cash in an amount equal to $10.00 per share, without interest thereon and subject to any applicable withholding taxes (the "Merger Consideration"). F4: These shares are owned directly by Shasta Ventures II GP, LLC. The Reporting Person is a managing director of Shasta Ventures II GP, LLC and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 19, 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 Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent, and 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 cash in an amount equal to $10.00 per share, without interest thereon and subject to any applicable withholding taxes (the "Merger Consideration").
F2: Includes unvested restricted stock units ("RSUs") of the Company. Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's RSUs, whether or not vested, 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.
F3: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein.
F4: These shares are owned directly by Shasta Ventures II GP, LLC. The Reporting Person is a managing director of Shasta Ventures II GP, LLC and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.
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 01, 2024 Filed Apr 4, 2024 20:02 UTC | Nextdoor Holdings, Inc. KIND · Entity 5074 | GrantStock Option (Right to Buy) · Derivative | 8,239 | $0.00 Strike: $2.24 | $0.00 |
DisclosureSEC source: 0001846069-24-000075 · wk-form4_1712260947.xml · derivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,239 Underlying: Class A Common Stock · 8,239 shares Expires 2034-04-01 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:04 UTC | ZUORA INC ZUO · Entity 16054 | GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000067 · wk-form4_1709672670.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,837 F1 · shares: Pursuant to Zuora's Non-Employee Director Compensation Program ("Compensation Program"), the Reporting Person previously elected to receive restricted stock units ("RSUs") in lieu of cash compensation for fees payable for services on Zuora's Board of Directors and any committees thereof for fiscal year 2025 ("FY25"). The Compensation Program was subsequently amended to increase FY25 fees. The RSUs granted to the Reporting Person on March 1, 2024, represents the quotient of (i) the increase in the Reporting Person's FY25 compensation fee divided by (ii) the closing price of Zuora's Class A Common Stock on the date of grant. Each RSU represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting. The RSUs vest as to 1/4 of the shares underlying the initial award on each of March 31, 2024, June 30, 2024, September 30, 2024 and December 31, 2024, so long as the Reporting Person continues to provide services to Zuora through each such vesting date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:02 UTC | Nextdoor Holdings, Inc. KIND · Entity 5074 | GrantStock Option (Right to Buy) · Derivative | 8,239 | $0.00 Strike: $2.18 | $0.00 |
DisclosureSEC source: 0001846069-24-000063 · wk-form4_1709676148.xml · derivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,239 Underlying: Class A Common Stock · 8,239 shares Expires 2034-03-01 Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 16:18 UTC | ZUORA INC ZUO · Entity 16054 | GrantClass A Common Stock | 6,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000056 · wk-form4_1706908678.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,213 F1 · shares: Pursuant to Zuora's Non-Employee Director Compensation Program, the Reporting Person has elected to receive restricted stock units ("RSUs") in lieu of the cash compensation fees payable for services on Zuora's Board of Directors and any committees thereof. The number of RSUs granted to the Reporting Person represents the quotient of (i) all applicable annual retainer fees divided by (ii) the closing price of Zuora's Class A Common Stock on the date of grant. Each RSU represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting. The RSUs vest as to 1/4 of the shares underlying the initial award on each of March 31, 2024, June 30, 2024, September 30, 2024 and December 31, 2024, so long as the Reporting Person continues to provide services to Zuora through each such vesting date. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 22:30 UTC | Nextdoor Holdings, Inc. KIND · Entity 5074 | GrantStock Option (Right to Buy) · Derivative | 8,239 | $0.00 Strike: $1.61 | $0.00 |
DisclosureSEC source: 0001846069-24-000035 · wk-form4_1707172199.xml · derivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,239 Underlying: Class A Common Stock · 8,239 shares Expires 2034-02-01 Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:34 UTC | Nextdoor Holdings, Inc. KIND · Entity 5074 | GrantStock Option (Right to Buy) · Derivative | 8,239 | $0.00 Strike: $1.74 | $0.00 |
DisclosureSEC source: 0001846069-24-000013 · wk-form4_1704404019.xml · derivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,239 Underlying: Class A Common Stock · 8,239 shares Expires 2034-01-02 Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 21:06 UTC | Nextdoor Holdings, Inc. KIND · Entity 5074 | GrantStock Option (Right to Buy) · Derivative | 8,240 | $0.00 Strike: $1.64 | $0.00 |
DisclosureSEC source: 0001846069-23-000153 · wk-form4_1701810359.xml · derivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,240 Underlying: Class A Common Stock · 8,240 shares Expires 2033-12-01 Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:05 UTC | Nextdoor Holdings, Inc. KIND · Entity 5074 | GrantStock Option (Right to Buy) · Derivative | 8,239 | $0.00 Strike: $1.76 | $0.00 |
DisclosureSEC source: 0001846069-23-000111 · wk-form4_1699041917.xml · derivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,239 Underlying: Class A Common Stock · 8,239 shares Expires 2033-11-01 Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 20:20 UTC | Nextdoor Holdings, Inc. KIND · Entity 5074 | GrantStock Option (Right to Buy) · Derivative | 8,239 | $0.00 Strike: $1.77 | $0.00 |
DisclosureSEC source: 0001846069-23-000092 · wk-form4_1696450845.xml · derivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,239 Underlying: Class A Common Stock · 8,239 shares Expires 2033-10-02 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:11 UTC | Nextdoor Holdings, Inc. KIND · Entity 5074 | GrantStock Option (Right to Buy) · Derivative | 24,717 | $0.00 Strike: $2.18 | $0.00 |
DisclosureSEC source: 0001846069-23-000064 · wk-form4_1694031082.xml · derivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,717 Underlying: Class A Common Stock · 24,717 shares Expires 2033-09-01 Read SEC document |
| June 27, 2023 Filed Jun 27, 2023 21:18 UTC | ZUORA INC ZUO · Entity 16054 | GrantClass A Common Stock | 16,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000108 · wk-form4_1687915085.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,709 F1 · shares: Represents restricted stock units (RSUs) automatically granted at Zuora's Annual Meeting of Stockholders on June 27, 2023. The RSUs will fully vest and convert into shares of Zuora's Class A Common Stock on the earlier of (a) the date of Zuora's 2024 Annual Meeting of Stockholders and (b) the date that is one year following the RSU grant date, subject to continuous service through the vesting date. Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 16:42 UTC | ZUORA INC ZUO · Entity 16054 | GrantClass A Common Stock | 7,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000025 · wf-form4_167537415088653.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,491 F1 · shares: Pursuant to Zuora's Non-Employee Director Compensation Program, the Reporting Person has elected to receive restricted stock units ("RSUs") in lieu of the cash compensation fees payable for services on Zuora's Board of Directors and any committees thereof. The number of RSUs granted to the Reporting Person represents the quotient of (i) all applicable annual retainer fees divided by (ii) the closing price of Zuora's Class A Common Stock on the date of grant. Each RSU represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting. The RSUs vest as to 1/4 of the shares underlying the initial award on each of March 31, 2023, June 30, 2023, September 30, 2023 and December 31, 2023, so long as the Reporting Person continues to provide services to Zuora through each such vesting date. Read SEC document |
| August 19, 2022 Filed Aug 23, 2022 20:17 UTC | Nextdoor Holdings, Inc. KIND · Entity 5074 | GrantStock Option (Right to buy) · Derivative | 24,647 | $0.00 Strike: $3.34 | $0.00 |
DisclosureSEC source: 0001562180-22-006284 · primarydocument.xml · derivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,647 Underlying: Class A Common Stock · 24,647 shares Expires 2032-08-18 F1 · derivative.exercise_date: The stock options vest as to 1/12 of the total award on each monthly anniversary following June 16, 2022, subject to the reporting person's continued service to the Company on each applicable vesting date. Read SEC document |
| June 21, 2022 Filed Jun 24, 2022 19:26 UTC | ZUORA INC ZUO · Entity 16054 | GrantClass A Common Stock | 19,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000107 · wf-form4_165611317910781.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,422 F1 · shares: Represents restricted stock units (RSUs) automatically granted at Zuora's Annual Meeting of Stockholders on June 21, 2022. The RSUs will fully vest and convert on a one-for-one basis into shares of Zuora's Class A Common Stock on the earlier of (a) the date of Zuora's 2023 Annual Meeting of Stockholders and (b) the date that is one year following the RSU grant date, subject to continuous service through the vesting date. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 20:14 UTC | Nextdoor Holdings, Inc. KIND · Entity 5074 | PurchaseClass A Common Stock | 151,088 | $3.30 | $498,484.64 |
DisclosureSEC source: 0001562180-22-004915 · primarydocument.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 151,088 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.25 to $3.36, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the preceding sentence of this footnote. F2 · ownership.nature: The shares are held by a trust of which the Reporting Person is the trustee. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 16:33 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass B Common Stock · Derivative | 1,000,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021767 · doc4.xml · derivative · entry 6 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 0 Underlying: Class A Common Stock · 1,000,000 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. F7 · derivative.exercise_price: Each share of the Issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F7 · price: Each share of the Issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F7 · derivative.exercise_date: Each share of the Issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F7 · derivative.expiration_date: Each share of the Issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F1 · ownership.nature: These shares are owned directly by Shasta Ventures II, L.P. ("Shasta II"), of which Shasta Ventures II GP, LLC ("Shasta II GP") is the sole general partner and exercises voting and investment power over these shares. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 16:33 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 43,899 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-021767 · doc4.xml · nonDerivative · entry 5 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 43,899 F5 · kind: Represents a change in the form of ownership from one form of indirect ownership to another by virtue of the receipt of shares in the pro rata in kind distributions by Shasta II described in footnote (2) and Shasta II GP described in footnote (4). F5 · price: Represents a change in the form of ownership from one form of indirect ownership to another by virtue of the receipt of shares in the pro rata in kind distributions by Shasta II described in footnote (2) and Shasta II GP described in footnote (4). F6 · ownership.nature: The shares are held by the 2016 Jason Pressman Trust U/D/T March 8, 2016 (the "Trust"). The reporting person is a trustee of the Trust. The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 16:33 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 202,998 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-021767 · doc4.xml · nonDerivative · entry 4 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shasta Ventures II GP, LLC Disclosed balance after: 17,812 F4 · kind: Represents a pro-rata in-kind distribution of shares by Shasta II GP, without consideration, to its members. F4 · price: Represents a pro-rata in-kind distribution of shares by Shasta II GP, without consideration, to its members. F3 · ownership.nature: These shares are owned directly by Shasta II GP. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 16:33 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 207,998 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-021767 · doc4.xml · nonDerivative · entry 3 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shasta Ventures II GP, LLC Disclosed balance after: 220,810 F2 · kind: Represents an in kind distribution without consideration by Shasta II to its partners, including its general partner, Shasta II GP. F2 · price: Represents an in kind distribution without consideration by Shasta II to its partners, including its general partner, Shasta II GP. F3 · ownership.nature: These shares are owned directly by Shasta II GP. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 16:33 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 1,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-021767 · doc4.xml · nonDerivative · entry 2 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 0 F2 · kind: Represents an in kind distribution without consideration by Shasta II to its partners, including its general partner, Shasta II GP. F2 · price: Represents an in kind distribution without consideration by Shasta II to its partners, including its general partner, Shasta II GP. F1 · ownership.nature: These shares are owned directly by Shasta Ventures II, L.P. ("Shasta II"), of which Shasta Ventures II GP, LLC ("Shasta II GP") is the sole general partner and exercises voting and investment power over these shares. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 16:33 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass A Common Stock | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021767 · doc4.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 1,000,000 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. F1 · ownership.nature: These shares are owned directly by Shasta Ventures II, L.P. ("Shasta II"), of which Shasta Ventures II GP, LLC ("Shasta II GP") is the sole general partner and exercises voting and investment power over these shares. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| November 05, 2021 Filed Nov 10, 2021 01:41 UTC | Nextdoor Holdings, Inc. KIND · Entity 5074 | GrantClass B Common Stock · Derivative | 27,360,232 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-063781 · doc4.xml · derivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 27,360,232 Underlying: Class A Common Stock · 27,360,232 shares Expires not disclosed F1 · derivative.exercise_price: Represents shares of Class B Common Stock of the Company received pursuant to a business combination (the "Business Combination") which was effectuated in accordance with the terms of an Agreement and Plan of Merger dated as of July 6, 2021, entered into by and among: (i) Khosla Ventures Acquisition Co. II (the "Issuer"), a Delaware corporation; (ii) Lorelei Merger Sub Inc., a Delaware corporation and a wholly-owned subsidiary of the Issuer; and (iii) Nextdoor, Inc. ("Original Nextdoor"), a Delaware corporation. As a result of the Business Combination, Original Nextdoor became a wholly owned subsidiary of the Issuer and the Issuer was renamed "Nextdoor Holdings, Inc." Upon completion of the Business Combination, the reporting person's shares of the stock of Original Nextdoor were exchanged for shares of Class B Common Stock of the Issuer based on an exchange ratio of 3.1057 to 1. F1 · kind: Represents shares of Class B Common Stock of the Company received pursuant to a business combination (the "Business Combination") which was effectuated in accordance with the terms of an Agreement and Plan of Merger dated as of July 6, 2021, entered into by and among: (i) Khosla Ventures Acquisition Co. II (the "Issuer"), a Delaware corporation; (ii) Lorelei Merger Sub Inc., a Delaware corporation and a wholly-owned subsidiary of the Issuer; and (iii) Nextdoor, Inc. ("Original Nextdoor"), a Delaware corporation. As a result of the Business Combination, Original Nextdoor became a wholly owned subsidiary of the Issuer and the Issuer was renamed "Nextdoor Holdings, Inc." Upon completion of the Business Combination, the reporting person's shares of the stock of Original Nextdoor were exchanged for shares of Class B Common Stock of the Issuer based on an exchange ratio of 3.1057 to 1. F1 · price: Represents shares of Class B Common Stock of the Company received pursuant to a business combination (the "Business Combination") which was effectuated in accordance with the terms of an Agreement and Plan of Merger dated as of July 6, 2021, entered into by and among: (i) Khosla Ventures Acquisition Co. II (the "Issuer"), a Delaware corporation; (ii) Lorelei Merger Sub Inc., a Delaware corporation and a wholly-owned subsidiary of the Issuer; and (iii) Nextdoor, Inc. ("Original Nextdoor"), a Delaware corporation. As a result of the Business Combination, Original Nextdoor became a wholly owned subsidiary of the Issuer and the Issuer was renamed "Nextdoor Holdings, Inc." Upon completion of the Business Combination, the reporting person's shares of the stock of Original Nextdoor were exchanged for shares of Class B Common Stock of the Issuer based on an exchange ratio of 3.1057 to 1. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock of the Issuer at the election of the holder any time; provided; however, that each share of Class B Common Stock shall automatically be converted into Class A Common Stock on a one for one basis on the earlier of the: (i) tenth anniversary of completion of the Business Combination or (ii) date specified by the affirmative vote of the holders of two thirds of the Class B Common Stock then outstanding. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value (subject to certain exceptions). F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock of the Issuer at the election of the holder any time; provided; however, that each share of Class B Common Stock shall automatically be converted into Class A Common Stock on a one for one basis on the earlier of the: (i) tenth anniversary of completion of the Business Combination or (ii) date specified by the affirmative vote of the holders of two thirds of the Class B Common Stock then outstanding. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, whether or not for value (subject to certain exceptions). F3 · ownership.nature: The shares are held directly by Shasta Ventures II, L.P ("Shasta Ventures II"). Shasta Ventures II GP, LLC ("SVII GP") is the general partner of Shasta Ventures II. Voting and dispositive decisions with respect to the shares held by Shasta Ventures II are made collectively by the managing members of SVII GP, including the reporting person. The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 17:56 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 11,710 | $14.99 | $175,545.78 |
DisclosureSEC source: 0001423774-21-000043 · wf-form4_162275735133272.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 0 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 $14.70 and the highest price at which shares were sold was $15.22. 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. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 18, 2020 19:40 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 8,400 | $12.71 | $106,781.64 |
DisclosureSEC source: 0001649999-20-000007 · wf-form4_160833842940613.xml · nonDerivative · entry 3 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 11,710 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F5 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $12.51 and the highest price at which shares were sold was $12.86. 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. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 19:40 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 8,400 | $12.88 | $108,192.84 |
DisclosureSEC source: 0001649999-20-000007 · wf-form4_160833842940613.xml · nonDerivative · entry 2 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 20,110 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F4 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $12.67 and the highest price at which shares were sold was $13.17. 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. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 19:40 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 8,400 | $12.35 | $103,704.72 |
DisclosureSEC source: 0001649999-20-000007 · wf-form4_160833842940613.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 28,510 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 $12.14 and the highest price at which shares were sold was $12.57. 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. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| December 15, 2020 Filed Dec 15, 2020 19:33 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 8,400 | $12.22 | $102,638.76 |
DisclosureSEC source: 0001649999-20-000005 · wf-form4_160807879318768.xml · nonDerivative · entry 3 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 36,910 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F5 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $12.08 and the highest price at which shares were sold was $12.34. 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. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 19:33 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 8,400 | $12.26 | $103,008.36 |
DisclosureSEC source: 0001649999-20-000005 · wf-form4_160807879318768.xml · nonDerivative · entry 2 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 45,310 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F4 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $12.14 and the highest price at which shares were sold was $12.38. 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. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 19:33 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 8,400 | $12.14 | $102,017.16 |
DisclosureSEC source: 0001649999-20-000005 · wf-form4_160807879318768.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 53,710 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 $12.01 and the highest price at which shares were sold was $12.35. 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. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| December 10, 2020 Filed Dec 10, 2020 20:14 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 8,400 | $12.10 | $101,657.64 |
DisclosureSEC source: 0001649999-20-000003 · wf-form4_160764925675635.xml · nonDerivative · entry 3 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 62,110 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F5 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $11.75 and the highest price at which shares were sold was $12.26. 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. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 20:14 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 8,400 | $12.03 | $101,042.76 |
DisclosureSEC source: 0001649999-20-000003 · wf-form4_160764925675635.xml · nonDerivative · entry 2 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 70,510 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F4 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $11.73 and the highest price at which shares were sold was $12.45. 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. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 20:14 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 8,457 | $12.34 | $104,366.15 |
DisclosureSEC source: 0001649999-20-000003 · wf-form4_160764925675635.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 78,910 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 $12.17 and the highest price at which shares were sold was $12.57. 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. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:09 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass B Common Stock · Derivative | 1,763,122 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-024861 · doc4.xml · derivative · entry 6 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 1,000,000 Underlying: Class A Common Stock · 1,763,122 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. F7 · derivative.exercise_price: Each share of the Issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F7 · price: Each share of the Issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F7 · derivative.exercise_date: Each share of the Issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F7 · derivative.expiration_date: Each share of the Issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F1 · ownership.nature: These shares are owned directly by Shasta Ventures II, L.P. ("Shasta II"), of which Shasta Ventures II GP, LLC ("Shasta II GP") is the sole general partner and exercises voting and investment power over these shares. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:09 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 77,399 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-024861 · doc4.xml · nonDerivative · entry 5 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 87,367 F5 · kind: Represents a change in the form of ownership from one form of indirect ownership to another by virtue of the receipt of shares in the pro rata in kind distributions by Shasta II described in footnote (2) and Shasta II GP described in footnote (4). F5 · price: Represents a change in the form of ownership from one form of indirect ownership to another by virtue of the receipt of shares in the pro rata in kind distributions by Shasta II described in footnote (2) and Shasta II GP described in footnote (4). F6 · ownership.nature: The shares are held by the 2016 Jason Pressman Trust U/D/T March 8, 2016 (the "Trust"). The reporting person is a trustee of the Trust. The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:09 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 357,915 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-024861 · doc4.xml · nonDerivative · entry 4 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shasta Ventures II GP, LLC Disclosed balance after: 12,812 F4 · kind: Represents a pro-rata in-kind distribution of shares by Shasta II GP, without consideration, to its members. F4 · price: Represents a pro-rata in-kind distribution of shares by Shasta II GP, without consideration, to its members. F3 · ownership.nature: These shares are owned directly by Shasta II GP. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:09 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 366,730 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-024861 · doc4.xml · nonDerivative · entry 3 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shasta Ventures II GP, LLC Disclosed balance after: 370,727 F2 · kind: Represents an in kind distribution without consideration by Shasta II to its partners, including its general partner, Shasta II GP. F2 · price: Represents an in kind distribution without consideration by Shasta II to its partners, including its general partner, Shasta II GP. F3 · ownership.nature: These shares are owned directly by Shasta II GP. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:09 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 1,763,122 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-024861 · doc4.xml · nonDerivative · entry 2 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 0 F2 · kind: Represents an in kind distribution without consideration by Shasta II to its partners, including its general partner, Shasta II GP. F2 · price: Represents an in kind distribution without consideration by Shasta II to its partners, including its general partner, Shasta II GP. F1 · ownership.nature: These shares are owned directly by Shasta Ventures II, L.P. ("Shasta II"), of which Shasta Ventures II GP, LLC ("Shasta II GP") is the sole general partner and exercises voting and investment power over these shares. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:09 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass A Common Stock | 1,763,122 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-024861 · doc4.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 1,763,122 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: These shares are owned directly by Shasta Ventures II, L.P. ("Shasta II"), of which Shasta Ventures II GP, LLC ("Shasta II GP") is the sole general partner and exercises voting and investment power over these shares. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 16:58 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 9,968 | $14.25 | $142,040.01 |
DisclosureSEC source: 0001423774-19-000145 · wf-form4_157670631374792.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 9,968 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 $14.16 and the highest price at which shares were sold was $14.34. 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. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016 (the "Trust"). The Reporting Person is a trustee of the Trust. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 17:45 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 9,968 | $15.08 | $150,358.31 |
DisclosureSEC source: 0001423774-19-000095 · wf-form4_156875673432231.xml · nonDerivative · entry 2 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 19,936 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F4 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $14.78 and the highest price at which shares were sold was $15.32. 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 ranges set forth in this footnote. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016 (the "Trust"). The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 17:45 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 1,040 | $15.06 | $15,662.61 |
DisclosureSEC source: 0001423774-19-000095 · wf-form4_156875673432231.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 29,904 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 $14.87 and the highest price at which shares were sold was $15.29. 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 ranges set forth in this footnote. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016 (the "Trust"). The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 17:40 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 11,008 | $15.35 | $169,021.24 |
DisclosureSEC source: 0001423774-19-000055 · wf-form4_156098044023819.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 30,944 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 $14.91 and the highest price at which shares were sold was $15.64. 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 ranges set forth in this footnote. F3 · ownership.nature: The shares are held by the 2016 Jason Pressman U/D/T March 8, 2016 (the "Trust"). The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| March 26, 2019 Filed Mar 27, 2019 21:00 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 1,040 | $19.76 | $20,550.40 |
DisclosureSEC source: 0000899243-19-009071 · doc4.xml · nonDerivative · entry 6 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 41,952 F7 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 22, 2018. F8 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $19.30 to $19.98, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F6 · ownership.nature: The shares are held by the 2016 Jason Pressman Trust U/D/T March 8, 2016 (the "Trust"). The reporting person is a trustee of the Trust. The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 21:00 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass B Common Stock · Derivative | 3,000,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-009071 · doc4.xml · derivative · entry 7 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 2,763,122 Underlying: Class A Common Stock · 3,000,000 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 share of the Issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F9 · price: Each share of the Issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F9 · derivative.exercise_date: Each share of the Issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F9 · derivative.expiration_date: Each share of the Issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F1 · ownership.nature: These shares are owned directly by Shasta Ventures II, L.P. ("Shasta II"), of which Shasta Ventures II GP, LLC ("Shasta II GP") is the sole general partner and exercises voting and investment power over these shares. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 21:00 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 39,872 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-009071 · doc4.xml · nonDerivative · entry 5 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 42,992 F5 · kind: Represents a change in the form of ownership from one form of indirect ownership to another by virtue of the receipt of shares in the pro rata in kind distributions by Shasta II described in footnote (2) and Shasta II GP described in footnote (4). F5 · price: Represents a change in the form of ownership from one form of indirect ownership to another by virtue of the receipt of shares in the pro rata in kind distributions by Shasta II described in footnote (2) and Shasta II GP described in footnote (4). F6 · ownership.nature: The shares are held by the 2016 Jason Pressman Trust U/D/T March 8, 2016 (the "Trust"). The reporting person is a trustee of the Trust. The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 21:00 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 185,297 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-009071 · doc4.xml · nonDerivative · entry 4 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shasta Ventures II GP, LLC Disclosed balance after: 3,997 F4 · kind: Represents a pro-rata in-kind distribution of shares by Shasta II GP, without consideration, to its members. F4 · price: Represents a pro-rata in-kind distribution of shares by Shasta II GP, without consideration, to its members. F3 · ownership.nature: These shares are owned directly by Shasta II GP. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 21:00 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 188,294 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-009071 · doc4.xml · nonDerivative · entry 3 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shasta Ventures II GP, LLC Disclosed balance after: 188,294 F2 · kind: Represents a pro rata in kind distribution without consideration by Shasta II to its partners, including its general partner, Shasta II GP. F2 · price: Represents a pro rata in kind distribution without consideration by Shasta II to its partners, including its general partner, Shasta II GP. F3 · ownership.nature: These shares are owned directly by Shasta II GP. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 21:00 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 3,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-009071 · doc4.xml · nonDerivative · entry 2 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 0 F2 · kind: Represents a pro rata in kind distribution without consideration by Shasta II to its partners, including its general partner, Shasta II GP. F2 · price: Represents a pro rata in kind distribution without consideration by Shasta II to its partners, including its general partner, Shasta II GP. F1 · ownership.nature: These shares are owned directly by Shasta Ventures II, L.P. ("Shasta II"), of which Shasta Ventures II GP, LLC ("Shasta II GP") is the sole general partner and exercises voting and investment power over these shares. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 21:00 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass A Common Stock | 3,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-009071 · doc4.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 3,000,000 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. F1 · ownership.nature: These shares are owned directly by Shasta Ventures II, L.P. ("Shasta II"), of which Shasta Ventures II GP, LLC ("Shasta II GP") is the sole general partner and exercises voting and investment power over these shares. The reporting person is a managing director of Shasta II and disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 19:47 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 1,050 | $17.87 | $18,763.50 |
DisclosureSEC source: 0001649999-18-000003 · wf-form4_154518046270522.xml · nonDerivative · entry 1 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The 2016 Jason Pressman Trust U/D/T March 8, 2016 Disclosed balance after: 3,120 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. 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.