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 |
|---|---|---|---|---|---|---|
| September 04, 2018 Filed Sep 6, 2018 20:10 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass B Common Stock · Derivative | 1,921,040 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001423774-18-000013 · wf-form4_153627900666987.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: 5,763,122 Underlying: Class A Common Stock · 1,921,040 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. F6 · 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 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. F6 · 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 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. F6 · 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 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: Shasta Ventures II GP, LLC is the general partner of Shasta Ventures II, L.P. The reporting person is a managing director of Shasta Ventures II GP, LLC. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:10 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 4,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-18-000013 · wf-form4_153627900666987.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: 4,170 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 distribution of Class A Common Stock of the Issuer by Shasta Ventures II GP, LLC described in footnote 4. 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 the shares held by the Trust except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:10 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 19,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-18-000013 · wf-form4_153627900666987.xml · nonDerivative · entry 4 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, GP LLC Disclosed balance after: 0 F4 · kind: Represents a pro rata in kind distribution of Class A Common Stock of the Issuer by Shasta Ventures II GP, LLC without consideration to its members. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:10 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 19,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-18-000013 · wf-form4_153627900666987.xml · nonDerivative · entry 3 Pressman Jason · CIK 0001649999 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, GP LLC Disclosed balance after: 19,210 F3 · kind: Represents the receipt of shares in the pro rata in kind distribution of Class A Common Stock of the Issuer by Shasta Ventures II GP, LLC described in footnote 2 Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:10 UTC | ZUORA INC ZUO · Entity 16054 | OtherClass A Common Stock | 1,921,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-18-000013 · wf-form4_153627900666987.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, and not a purchase or sale of securities, by Shasta Ventures II, L.P. to its respective partners, including its general partner, Shasta Ventures II GP, LLC. F1 · ownership.nature: Shasta Ventures II GP, LLC is the general partner of Shasta Ventures II, L.P. The reporting person is a managing director of Shasta Ventures II GP, LLC. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:10 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass A Common Stock | 1,921,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-18-000013 · wf-form4_153627900666987.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: 1,921,040 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: Shasta Ventures II GP, LLC is the general partner of Shasta Ventures II, L.P. The reporting person is a managing director of Shasta Ventures II GP, LLC. Read SEC document |
| April 16, 2018 Filed Apr 16, 2018 17:21 UTC | ZUORA INC ZUO · Entity 16054 | ConversionSeries F Preferred Stock · Derivative | 65,801 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-010227 · doc4.xml · derivative · entry 6 Pressman Jason · CIK 0001649999 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 0 Underlying: Class B Common Stock · 65,801 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 share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F2 · derivative.exercise_date: Each share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F2 · derivative.expiration_date: Each share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F1 · derivative.underlying: 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 which occurs after the closing of the issuer's initial public offering ("IPO"), 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 IPO 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. F3 · ownership.nature: Shasta Ventures II GP, LLC is the general partner of Shasta Ventures II, L.P. The reporting person is a managing director of Shasta Ventures II GP, LLC. Read SEC document |
| April 16, 2018 Filed Apr 16, 2018 17:21 UTC | ZUORA INC ZUO · Entity 16054 | ConversionSeries E Preferred Stock · Derivative | 494,527 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-010227 · doc4.xml · derivative · entry 5 Pressman Jason · CIK 0001649999 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 0 Underlying: Class B Common Stock · 494,527 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 share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F2 · derivative.exercise_date: Each share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F2 · derivative.expiration_date: Each share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F1 · derivative.underlying: 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 which occurs after the closing of the issuer's initial public offering ("IPO"), 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 IPO 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. F3 · ownership.nature: Shasta Ventures II GP, LLC is the general partner of Shasta Ventures II, L.P. The reporting person is a managing director of Shasta Ventures II GP, LLC. Read SEC document |
| April 16, 2018 Filed Apr 16, 2018 17:21 UTC | ZUORA INC ZUO · Entity 16054 | ConversionSeries D Preferred Stock · Derivative | 706,396 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-010227 · doc4.xml · derivative · entry 4 Pressman Jason · CIK 0001649999 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 0 Underlying: Class B Common Stock · 706,396 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 share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F2 · derivative.exercise_date: Each share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F2 · derivative.expiration_date: Each share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F1 · derivative.underlying: 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 which occurs after the closing of the issuer's initial public offering ("IPO"), 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 IPO 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. F3 · ownership.nature: Shasta Ventures II GP, LLC is the general partner of Shasta Ventures II, L.P. The reporting person is a managing director of Shasta Ventures II GP, LLC. Read SEC document |
| April 16, 2018 Filed Apr 16, 2018 17:21 UTC | ZUORA INC ZUO · Entity 16054 | ConversionSeries C Preferred Stock · Derivative | 1,224,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-010227 · doc4.xml · derivative · entry 3 Pressman Jason · CIK 0001649999 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 0 Underlying: Classs B Common Stock · 1,224,915 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 share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F2 · derivative.exercise_date: Each share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F2 · derivative.expiration_date: Each share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F1 · derivative.underlying: 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 which occurs after the closing of the issuer's initial public offering ("IPO"), 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 IPO 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. F3 · ownership.nature: Shasta Ventures II GP, LLC is the general partner of Shasta Ventures II, L.P. The reporting person is a managing director of Shasta Ventures II GP, LLC. Read SEC document |
| April 16, 2018 Filed Apr 16, 2018 17:21 UTC | ZUORA INC ZUO · Entity 16054 | ConversionSeries B Preferred Stock · Derivative | 5,192,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-010227 · doc4.xml · derivative · entry 2 Pressman Jason · CIK 0001649999 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 0 Underlying: Class B Common Stock · 5,192,523 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 share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F2 · derivative.exercise_date: Each share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F2 · derivative.expiration_date: Each share of the issuer's Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, and Series F Preferred Stock will automatically convert into 1 share of the issuer's Class B Common Stock immediately upon the closing of the issuer's IPO and has no expiration date. F1 · derivative.underlying: 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 which occurs after the closing of the issuer's initial public offering ("IPO"), 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 IPO 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. F3 · ownership.nature: Shasta Ventures II GP, LLC is the general partner of Shasta Ventures II, L.P. The reporting person is a managing director of Shasta Ventures II GP, LLC. Read SEC document |
| April 16, 2018 Filed Apr 16, 2018 17:21 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass B Common Stock · Derivative | 7,684,162 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-010227 · doc4.xml · derivative · entry 1 Pressman Jason · CIK 0001649999 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Shasta Ventures II, L.P. Disclosed balance after: 7,684,162 Underlying: Class A Common Stock · 7,684,162 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: 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 which occurs after the closing of the issuer's initial public offering ("IPO"), 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 IPO 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 · 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 which occurs after the closing of the issuer's initial public offering ("IPO"), 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 IPO 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 · 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 which occurs after the closing of the issuer's initial public offering ("IPO"), 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 IPO 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 · 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 which occurs after the closing of the issuer's initial public offering ("IPO"), 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 IPO 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. F3 · ownership.nature: Shasta Ventures II GP, LLC is the general partner of Shasta Ventures II, L.P. The reporting person is a managing director of Shasta Ventures II GP, LLC. 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.