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Cloudflare, Inc. (NET) SEC Filings, Feb-Mar 2026

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.

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Morgan Stanley Smith Barney LLC filed a Form 144 reporting a proposed sale of 10,341 shares of Common Stock on 03/17/2026 tied to an exercise of stock options with reported gross proceeds of $2,143,999.53. The filing also lists prior 10b5-1 sales by Thomas Seifert: 02/20/2026 41,557 shares ($7,689,669.88), 01/20/2026 10,000 shares ($1,783,682.00), and 12/22/2025 10,000 shares ($2,016,931.00).

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Cloudflare, Inc. related holder reported proposed and completed dispositions of Class A common stock under a Section 144 notice. The Matthew Prince Revocable Trust executed multiple sales of 52,384 shares on listed dates in 2026 with reported gross proceeds for each trade. The excerpt also lists prior acquisitions converted or received as compensation, including 448,545 shares acquired in 09/25/2009 (private conversion), 10,790 RSUs dated 04/19/2023, 7,290 RSUs dated 02/05/2025, and 4,831 performance awards dated 02/05/2025.

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SEIFERT THOMAS J reported acquisition or exercise transactions in this Form 4 filing.

Cloudflare, Inc. reported that its Chief Financial Officer, Thomas J. Seifert, received a grant of 142,116 shares of Class A common stock in the form of restricted stock units. These RSUs will vest in nineteen equal monthly installments beginning on March 15, 2026.

After this compensation-related award, Seifert holds 227,568 shares of Class A common stock directly. This is an equity grant at no cash cost per share, reflecting ongoing stock-based compensation rather than an open-market purchase or sale.

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Cloudflare, Inc. Chief Accounting Officer Janel Riley exercised a performance stock option for 23,332 shares of Class A common stock on March 5, 2026, then sold 23,332 shares at $190.00 per share in an open-market transaction executed under a Rule 10b5-1 trading plan adopted on November 24, 2025. Following these transactions, she held 56,791 shares of Class A common stock directly, and 76,668 shares remained subject to the performance stock option, which will continue to vest quarterly beginning on May 15, 2026.

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Cloudflare, Inc. director and executive Michelle Zatlyn reported a series of option exercises, share conversions, and related share sales. On March 3–5, 2026, employee stock options for 25,641 Class B shares were exercised each day and the resulting Class B Common Stock was converted into 25,641 Class A Common Stock per day.

The newly issued Class A shares were re-registered into The Sutherland/Zatlyn Revocable Trust, and multiple irrevocable and annuity trusts associated with Zatlyn then sold an aggregate of 76,923 Class A Common Stock in open-market transactions at weighted-average prices ranging from about $173 to $191 per share, under a Rule 10b5-1 trading plan adopted on February 14, 2025. Zatlyn continues to hold significant positions through direct holdings, such as 406,811 Class A shares, and through various trusts that collectively hold large amounts of Class B Common Stock that is convertible one-for-one into Class A.

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Cloudflare, Inc. chief accounting officer Riley Janel reported an open-market sale of 4,160 shares of Class A Common Stock on March 3, 2026 at a price of $180.00 per share. The transaction was executed under a Rule 10b5-1 trading plan adopted on November 24, 2025, and Janel now directly holds 56,791 shares.

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Cloudflare, Inc. director Mark J. Hawkins sold 133 shares of Class A Common Stock in an open-market transaction. The shares were sold at a price of $168.62 per share on March 2, 2026, leaving him with 10,455 shares of direct ownership.

The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted by Hawkins on May 30, 2025, indicating the transaction was scheduled in advance rather than timed at his discretion.

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Cloudflare, Inc. director John Graham-Cumming exercised stock options for 2,520 shares of Class A common stock on March 2, 2026, converting options with a $0.0000 exercise price into shares at $44.7200 per share. He then sold 2,520 shares in a series of open-market transactions under a Rule 10b5-1 trading plan adopted on May 28, 2025, leaving his direct holdings unchanged at 495,191 Class A shares.

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Form 144 filing for NET reports proposed sales of Common stock through Morgan Stanley Smith Barney LLC as broker and lists recent dispositions by Mark Hawkins. The excerpt shows recent sales including 23,609.46 and 26,652.60 (reported on 01/02/2026 and 02/02/2026 respectively). Timing and aggregate registered amount for the offering are not stated in the excerpt.

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Cloudflare, Inc. CEO Matthew Prince reported trust-related share conversions and sales. Over February 24–26, trusts for which he serves as trustee or investment advisor converted multiple blocks of 52,384 Class B shares into Class A shares at no cost, on a one-to-one basis.

Across the same period, those trusts sold a total of 157,152 Class A shares in a series of open-market trades at weighted average prices generally in the $159–$177 range, executed under a pre-arranged Rule 10b5-1 trading plan adopted on February 11, 2025. Following these transactions, indirect holdings included 4,876,314 Class B shares and 22,911 Class A shares, in addition to 406,811 Class A shares held directly.

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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 March 17, 2026.