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. 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.
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.
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.
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.
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.
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.
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.
Cloudflare, Inc. files its annual report outlining rapid growth, continued losses, and key business risks. Revenue rose to $2,167.9 million in 2025 from $1,669.6 million in 2024 and $1,296.7 million in 2023, while net losses were $102.3 million, $78.8 million, and $183.9 million, respectively.
The company serves about 332,000 paying customers, including 4,298 large customers as of December 31, 2025, on a global network in more than 330 cities and over 125 countries. As of June 30, 2025, non‑affiliate market value was about $35.7 billion, and as of February 12, 2026, there were 317,576,096 Class A and 34,404,202 Class B shares outstanding.
Cloudflare, Inc. Chief Financial Officer Thomas J. Seifert reported a mix of option exercises, share conversions, and open-market sales. He exercised an employee stock option for 10,000 shares and converted 10,000 shares of Class B Common Stock into 10,000 shares of Class A Common Stock, all at a stated price of $0.0000 per share. He then sold a total of 41,557 shares of Class A Common Stock in multiple open‑market transactions, including 8,279 shares at $177.1821 and 8,133 shares at $191.1280 per share, under a Rule 10b5‑1 trading plan adopted on November 26, 2024. After these sales, he directly owned 105,930 shares of Class A Common Stock. The filing also notes that each share of Class B Common Stock is convertible into one share of Class A Common Stock and that additional Class B shares are held indirectly through Center Court entities where Seifert serves as partner or trustee.
Cloudflare, Inc. entities associated with President and Board Co‑Chair Michelle Zatlyn reported a net sale of 86,362 shares of Class A Common Stock over February 19–23, 2026. The sales were executed through various SZ family trusts under a Rule 10b5‑1 trading plan adopted on February 14, 2025, at weighted average prices ranging from about $171.53 to $194.10 per share. In connection with these sales, fully vested employee stock options were exercised and Class B Common Stock was converted into Class A on a one‑for‑one basis, with resulting Class A shares re‑registered to the family revocable trust.