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.
Cloudflare, Inc. Class A common stock is held by Baillie Gifford & as an institutional investor under a Schedule 13G/A (Amendment No. 9). Baillie Gifford &, an investment adviser based in Scotland, reports beneficial ownership of 14,598,594 shares, representing 4.55% of the Class A common stock. It has sole power to vote 9,125,643 shares and sole power to dispose of 14,598,594 shares, with no shared voting or dispositive power. The filing indicates ownership of 5 percent or less of the class.
Cloudflare, Inc. Chief Financial Officer Thomas J. Seifert reported multiple stock transactions. On 2026-07-17 he sold an aggregate of 10,000 shares of Class A Common Stock in multiple transactions at weighted-average prices, with detailed price ranges provided in the footnotes. These sales were effected pursuant to a Rule 10b5-1 trading plan adopted on November 20, 2025.
On 2026-07-15, 2,943 Class A shares were disposed of to satisfy tax liabilities arising from RSU vesting. The filing also reports derivative activity, including the exercise or conversion of derivatives covering 30,000 underlying shares, such as 10,000 Employee Stock Options with a $2.0400 exercise price and the conversion of 10,000 shares of Class B Common Stock into 10,000 shares of Class A Common Stock.
Thomas Seifert filed to sell 10,000 shares of common stock of NET through Morgan Stanley Smith Barney LLC Executive Financial Services on or about July 17, 2026 on the NYSE, with an indicated aggregate market value of $2,724,600.00.
The disclosure also lists prior sales under a 10b5-1 Sales Plan: 10,000 shares for $2,323,887.00 on June 17, 2026 and 10,000 shares for $2,006,068.00 on May 18, 2026. The July 17, 2026 transaction is associated with the exercise of stock options for cash.
Cloudflare, Inc. executive Michelle Zatlyn, President and Board Co-Chair, reported updated holdings of Class A Common Stock as of July 13, 2026. She holds 360,807 shares directly and 19,615 shares indirectly through The SZ 2021 Irrevocable Trust, with no purchases or sales indicated.
Cloudflare, Inc. President and Board Co‑Chair Michelle Zatlyn reported open‑market sales of 99,064 Class A shares from July 13–15, 2026, at weighted‑average prices within ranges from $263.38 to $289.89 per share under a pre‑arranged Rule 10b5‑1 trading plan. The sold shares are held indirectly through the Sutherland/Zatlyn Revocable Trust and related trusts. She also exercised and converted derivative securities covering 297,192 shares, including employee stock options with a $2.04 exercise price, and retains additional options and Class B holdings convertible one‑for‑one into Class A.
The Sutherland / Zatlyn Revocable Trust dated November 17, 2016 filed a notice of proposed sale of 297,082 shares of Class A common stock under Form 144. The shares are to be sold through Goldman Sachs & Co. LLC, with an approximate sale date of July 13, 2026, and an aggregate market value of 80,072,511.46. The filing notes 319,528,350 Class A shares outstanding.
The securities were acquired on August 8, 2017 as compensation via stock options from the issuer and are expected to be disposed of through a cashless exercise / same-day sale. The filing also lists numerous prior sales by the same trust between April 20 and June 18, 2026, typically in 8,547-share blocks (and one 9,439-share block), with example transaction values of 1,685,929.08 and 2,053,317.73.
Cloudflare director Carl Ledbetter, through the Carl S. Ledbetter Trust dated February 14, 2020, reported an open-market sale of 5,000 shares of Class A Common Stock at a weighted average price of $268.1094 per share, with individual sale prices ranging from $268.09 to $268.18.
The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on February 25, 2026. Following the transactions, Ledbetter holds 888,073 shares indirectly through the trust and 20,441 shares directly.
Cloudflare, Inc. director John Graham-Cumming reported option exercises and share sales in Class A common stock. On July 6, 2026, he exercised stock options for 2,520 shares at an exercise price of $44.72 per share and reported open-market sales totaling 2,520 shares at weighted-average prices in the mid-$240s, executed in multiple trades.
The transactions were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on May 28, 2025. After these trades, he directly holds 494,909 shares of Cloudflare Class A common stock, indicating he retains a substantial equity position.
Filer submitted a Form 144 reporting proposed sales and recent dispositions of Common Stock. The filing lists 15,000 shares proposed to be sold through Stifel Nicolaus & Company and records four prior dispositions in the past three months: 9,991, 5,009, 15,000, and 15,000 shares on the dates shown. The filing also shows 319,528,350 shares outstanding as of 07/07/2026.
Cloudflare, Inc. CEO Matthew Prince reported a series of indirect transactions in Class A and Class B Common Stock. Trusts associated with him converted Class B Common Stock into 86,014 shares of Class A Common Stock at a conversion price of $0.00 per share, then sold the resulting Class A shares in multiple open-market trades at weighted average prices in the mid-$240s per share. The filing notes these sales were made under a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2026. As of July 1, 2026, he also held 360,807 shares of Class A Common Stock directly, and several indirect Class B positions that are each convertible into large blocks of Class A shares.