Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zscaler, Inc.ZS · Entity 3153 | 10% owner | September 25, 2025 | September 29, 2025 |
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.
Zscaler, Inc.
Report date September 25, 2025 · Filed September 29, 2025
Jointly reported with Chaudhry Jagtar Singh
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 24,341,267 |
Reported balance
After 2025-09-25 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2025-09-25 · Gift · Disposed 21,861 · Balance 24,341,267 F1: The shares are held of record by Jyoti Chaudhry TTEE The RSP Trust U/A DTD 06/07/2017. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 2,177,994 |
Reported balance
Holding disclosure · report date 2025-09-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,177,994 F2: The shares are held of record by Jagtar S Chaudhry TTEE The RSJ Trust U/A DTD 06/07/2017. |
| Common StockSEC Table I · non-derivative | Direct | 350,700 |
Reported balance
Holding disclosure · report date 2025-09-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 350,700 |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 6,666 |
Reported balance
Holding disclosure · report date 2025-09-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6,666 F3: The shares are held of record by The P. Jyoti Chaudhry Family Trust dated March 1, 2000 for which Ms. Kaur serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares are held of record by Jyoti Chaudhry TTEE The RSP Trust U/A DTD 06/07/2017.
F2: The shares are held of record by Jagtar S Chaudhry TTEE The RSJ Trust U/A DTD 06/07/2017.
F3: The shares are held of record by The P. Jyoti Chaudhry Family Trust dated March 1, 2000 for which Ms. Kaur serves as trustee.
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 25, 2025 Filed Sep 29, 2025 16:19 UTC | Zscaler, Inc. ZS · Entity 3153 | GiftCommon Stock | 21,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001713683-25-000176 · wk-form4_1759177162.xml · nonDerivative · entry 1 Chaudhry Jagtar Singh · CIK 0001374436 · Director · CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 24,341,267 F1 · ownership.nature: The shares are held of record by Jyoti Chaudhry TTEE The RSP Trust U/A DTD 06/07/2017. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 17:17 UTC | Zscaler, Inc. ZS · Entity 3153 | GiftCommon Stock | 26,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001713683-24-000162 · wk-form4_1733955457.xml · nonDerivative · entry 1 Chaudhry Jagtar Singh · CIK 0001374436 · Director · CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 24,363,128 F1 · ownership.nature: The shares are held of record by Jyoti Chaudhry TTEE The RSP Trust U/A DTD 06/07/2017. Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 20:45 UTC | Zscaler, Inc. ZS · Entity 3153 | GiftCommon Stock | 29,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001713683-23-000175 · wk-form4_1701913513.xml · nonDerivative · entry 1 Chaudhry Jagtar Singh · CIK 0001374436 · Director · CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 24,389,229 F1 · ownership.nature: The shares are held of record by Jyoti Chaudhry TTEE The RSP Trust U/A DTD 06/07/2017. Read SEC document |
| September 30, 2020 Filed Feb 12, 2021 16:37 UTC | Zscaler, Inc. ZS · Entity 3153 | GiftCommon Stock | 55,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001713683-21-000025 · wf-form4_161316580874098.xml · nonDerivative · entry 1 Chaudhry Jagtar Singh · CIK 0001374436 · Director · President, CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 24,561,949 F1 · ownership.nature: The shares are held of record by P. Jyoti Chaudhry. Read SEC document |
| June 26, 2019 Filed Jun 28, 2019 16:24 UTC | Zscaler, Inc. ZS · Entity 3153 | OtherCommon Stock | 13,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039478 · doc4.xml · nonDerivative · entry 1 Chaudhry Jagtar Singh · CIK 0001374436 · Director · President, CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Represents a distribution of shares to the beneficiary of The Chaudhry Family Trust f/b/o Manpreet Bains for which Ms. Kaur serves as trustee(the "Family Trust"). F2 · ownership.nature: The shares are held of record by the Family Trust. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 18:14 UTC | Zscaler, Inc. ZS · Entity 3153 | OtherCommon Stock | 33,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-021839 · doc4.xml · nonDerivative · entry 1 Chaudhry Jagtar Singh · CIK 0001374436 · Director · President, CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 0 F1 · kind: Represents a distribution of shares to the beneficiaries of The Chaudhry Family Trust dated June 30, 2014 for which Surjit Kaur serves as trustee (the "Family Trust"). F2 · ownership.nature: The shares are held of record by the Family Trust. In prior Forms 3 and 4, the dated date of this trust was inadvertently reported as August 1, 2014. Read SEC document |
| March 20, 2018 Filed Mar 20, 2018 20:58 UTC | Zscaler, Inc. ZS · Entity 3153 | ConversionSeries C Convertible Preferred Stock · Derivative | 894,460 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-008203 · doc4.xml · derivative · entry 11 Chaudhry Jagtar Singh · CIK 0001374436 · Director · President, CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 0 Underlying: Common Stock · 894,460 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. F4 · derivative.exercise_price: The Series C Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F4 · price: The Series C Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F4 · derivative.exercise_date: The Series C Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F4 · derivative.expiration_date: The Series C Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: The shares are held of record by P. Jyoti Chaudhry. Read SEC document |
| March 20, 2018 Filed Mar 20, 2018 20:58 UTC | Zscaler, Inc. ZS · Entity 3153 | ConversionSeries C Convertible Preferred Stock · Derivative | 82,603 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-008203 · doc4.xml · derivative · entry 10 Chaudhry Jagtar Singh · CIK 0001374436 · Director · President, CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 82,603 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. F4 · derivative.exercise_price: The Series C Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F4 · price: The Series C Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F4 · derivative.exercise_date: The Series C Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F4 · derivative.expiration_date: The Series C Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. Read SEC document |
| March 20, 2018 Filed Mar 20, 2018 20:58 UTC | Zscaler, Inc. ZS · Entity 3153 | ConversionSeries B Convertible Preferred Stock · Derivative | 12,665,999 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-008203 · doc4.xml · derivative · entry 9 Chaudhry Jagtar Singh · CIK 0001374436 · Director · President, CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 0 Underlying: Common Stock · 12,665,999 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F3 · price: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F3 · derivative.exercise_date: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F3 · derivative.expiration_date: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: The shares are held of record by P. Jyoti Chaudhry. Read SEC document |
| March 20, 2018 Filed Mar 20, 2018 20:58 UTC | Zscaler, Inc. ZS · Entity 3153 | ConversionSeries B Convertible Preferred Stock · Derivative | 1,169,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-008203 · doc4.xml · derivative · entry 8 Chaudhry Jagtar Singh · CIK 0001374436 · Director · President, CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,169,704 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F3 · price: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F3 · derivative.exercise_date: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F3 · derivative.expiration_date: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. Read SEC document |
| March 20, 2018 Filed Mar 20, 2018 20:58 UTC | Zscaler, Inc. ZS · Entity 3153 | ConversionSeries A Convertible Preferred Stock · Derivative | 9,479,740 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-008203 · doc4.xml · derivative · entry 7 Chaudhry Jagtar Singh · CIK 0001374436 · Director · President, CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 0 Underlying: Common Stock · 9,479,740 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Series A Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · price: The Series A Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.exercise_date: The Series A Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.expiration_date: The Series A Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: The shares are held of record by P. Jyoti Chaudhry. Read SEC document |
| March 20, 2018 Filed Mar 20, 2018 20:58 UTC | Zscaler, Inc. ZS · Entity 3153 | ConversionSeries A Convertible Preferred Stock · Derivative | 875,453 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-008203 · doc4.xml · derivative · entry 6 Chaudhry Jagtar Singh · CIK 0001374436 · Director · President, CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 875,453 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Series A Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · price: The Series A Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.exercise_date: The Series A Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.expiration_date: The Series A Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. Read SEC document |
| March 20, 2018 Filed Mar 20, 2018 20:58 UTC | Zscaler, Inc. ZS · Entity 3153 | ConversionCommon Stock | 23,040,199 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-008203 · doc4.xml · nonDerivative · entry 2 Chaudhry Jagtar Singh · CIK 0001374436 · Director · President, CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 24,617,379 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 · price: The Series A Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F3 · price: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F4 · price: The Series C Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: The shares are held of record by P. Jyoti Chaudhry. Read SEC document |
| March 20, 2018 Filed Mar 20, 2018 20:58 UTC | Zscaler, Inc. ZS · Entity 3153 | ConversionCommon Stock | 2,127,760 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-008203 · doc4.xml · nonDerivative · entry 1 Chaudhry Jagtar Singh · CIK 0001374436 · Director · President, CEO & Chairman · 10% owner CHAUDHRY P JYOTI · CIK 0001075092 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,177,994 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 · price: The Series A Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F3 · price: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F4 · price: The Series C Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.