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Cloudflare, Inc. (NET) SEC Filings

NET NYSE

Welcome to our dedicated page for Cloudflare SEC filings (Ticker: NET), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Cloudflare, Inc. SEC filings document material-event reporting for its connectivity cloud business and Class A common stock. Recent 8-K and 8-K/A filings cover quarterly operating results, Regulation FD disclosures, press-release exhibits, and amendments to material-event reports.

The filings also record governance and corporate matters, including executive transition disclosures and Item 2.05 reporting on costs associated with exit or disposal activities tied to the company’s operating model. These records frame Cloudflare’s formal disclosures around results, restructuring-related charges, leadership changes, and public-company reporting controls.

Rhea-AI Summary

Cloudflare, Inc. (NET) director and president Michelle Zatlyn reported multiple option exercises, share conversions and sales involving Class A and Class B Common Stock in early September 2026. She exercised employee stock options to acquire 297,027 shares of Class B Common Stock at a $2.04 exercise price per share, then converted those shares into Class A on a one-to-one basis.

Indirect holdings in Class A Common Stock held by various family and estate-planning trusts subsequently sold an aggregate of 99,009 shares between September 3 and September 8, 2026 at weighted-average prices generally between $271.69 and $283.25 per share. The filing states these sales were made under a Rule 10b5-1 trading plan adopted on February 27, 2026, and many of the shares and derivatives remain held indirectly through the named trusts.

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Rhea-AI Summary

Cloudflare, Inc. (NET) discloses updated equity holdings for President and Board Co-Chair Michelle Zatlyn. As of the reported August 19, 2026 entries, she holds 315,300 shares of Class A Common Stock directly and 19,615 shares indirectly through The SZ 2021 Irrevocable Trust, where she serves as appointer. The filing notes that the reported activity is under a Rule 10b5-1 trading plan and this particular form records holdings positions rather than specific buy or sell transactions.

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Cloudflare, Inc. (NET) reported insider transactions by President and Board Co‑Chair Michelle Zatlyn over August 19–21, 2026. Zatlyn exercised employee stock options for 297,027 shares of Class B Common Stock at an exercise price of $2.04 per share, converting them into Class A Common Stock held indirectly through trusts. Over the same period, trusts associated with Zatlyn sold 99,009 shares of Class A Common Stock in multiple open‑market transactions at weighted average prices generally between the high‑$270s and just under $300 per share. The sales were effected pursuant to a Rule 10b5‑1 trading plan adopted on February 27, 2026, and Zatlyn continues to have substantial indirect holdings of Class B shares convertible into Class A shares.

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Cloudflare, Inc. (NET) reported that its Chief Legal Officer, Alissa Michelle Starzak, exercised a Performance Stock Option for 3,333 shares of Class A Common Stock at an exercise price of $77.70 per share, with the option expiring on August 4, 2034. On August 17–18, 2026, she sold a total of 5,871 shares of Class A Common Stock in multiple open-market transactions at weighted average prices generally between the $307–$315 range. The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted on February 26, 2026. Following the option exercise, 86,666 shares remain subject to the option, which will continue to vest quarterly beginning on November 15, 2026.

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Cloudflare, Inc. (NET) reported insider activity by Chief Accounting Officer Janel Riley. On August 17, 2026, Riley exercised 1,667 performance stock options at a strike price of $67.79 per share, receiving the same number of Class A shares, and on August 17–18 sold an aggregate of 5,148 Class A shares in multiple open-market transactions at weighted average prices generally in the low $300s per share. The sales were executed under a Rule 10b5-1 trading plan adopted on November 24, 2025. Following the derivative transaction, 71,668 performance stock options remain outstanding, expiring on August 6, 2033, with the remaining option shares vesting quarterly beginning November 15, 2026.

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Cloudflare, Inc. (NET) reported that Chief Financial Officer Thomas J. Seifert exercised employee stock options for 10,000 shares of Class B Common Stock at an exercise price of $2.04 per share, then converted those Class B shares into 10,000 shares of Class A Common Stock on a one-to-one basis.

On the same date, he sold an aggregate of 10,000 Class A shares in multiple open-market transactions at weighted average prices ranging from about $304.65 to $314.61 per share, pursuant to a Rule 10b5-1 trading plan adopted on November 20, 2025. After these transactions, he continues to have indirect interests in Class B shares convertible into 150,000 and several blocks of 46,100 underlying Class A shares through entities and trusts for which he serves as partner or trustee, and indirect holdings of 92,337 Class A shares in a 2026 Grantor Retained Annuity Trust.

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Cloudflare, Inc. (NET) reported an insider transaction by Chief Legal Officer Alissa Michelle Starzak. On 2026-08-15, 3,775 shares of Class A Common Stock were disposed of at $315.78 per share to satisfy her tax liability in connection with the vesting of restricted stock units. After this tax-withholding event, she directly held 114,620 shares of Cloudflare Class A Common Stock.

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Cloudflare, Inc. (NET) reported an insider transaction by Chief Financial Officer Thomas J. Seifert. On 2026-08-15, 2,944 shares of Class A Common Stock were disposed of at $315.78 per share to satisfy tax liabilities related to vesting RSUs, reducing his directly held shares to 110,846. An additional 92,337 shares are held indirectly through a 2026 Seifert Grantor Retained Annuity Trust for which he serves as trustee.

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Cloudflare, Inc. (NET) reported that Chief Accounting Officer Janel Riley had 4,135 shares of Class A common stock withheld on 2026-08-15 to satisfy her tax liability related to vesting restricted stock units. This was a code F transaction (payment of taxes by share withholding), not an open-market sale. Following this event, she directly holds 45,028 shares of Cloudflare Class A common stock.

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Cloudflare, Inc. (NET) reported that CEO and Board Co-Chair Matthew Prince had 19,937 shares of Class A Common Stock withheld on 2026-08-15 to satisfy tax liabilities arising from the vesting of performance-based and time-based stock units. This code F transaction was not an open-market sale. Following the withholding, he held 315,300 shares directly. An additional 25,570 shares are held indirectly through The Matthew Prince Revocable Trust, which holds those shares of record.

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FAQ

How many Cloudflare (NET) SEC filings are available on StockTitan?

StockTitan tracks 256 SEC filings for Cloudflare (NET), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Cloudflare (NET)?

The most recent SEC filing for Cloudflare (NET) was filed on September 9, 2026.