Qualys, Inc. filings document the regulatory disclosures of a Delaware software company providing cloud-based IT, security and compliance solutions. Its 8-K reports furnish quarterly and annual financial results, including GAAP and non-GAAP operating measures, guidance and conference-call materials.
Proxy materials cover annual meeting mechanics, Class II director elections, auditor ratification, advisory executive compensation votes and amendments to the 2012 Equity Incentive Plan. The filings also reflect public-company governance, common-stock voting matters and compensation-plan disclosures.
Qualys, Inc. insider notice reports a proposed sale of 1,590 common shares (restricted stock units) through Morgan Stanley Smith Barney, with an aggregate market value of $211,629.00. The securities were acquired as RSUs on 08/01/2025 and the planned approximate sale date is 08/20/2025 on NASDAQ. The filer also recorded two recent 10b5-1 sales by Bruce K. Posey: 541 shares on 07/21/2025 for $75,800.02 and 525 shares on 06/20/2025 for $71,379.78. Total shares outstanding noted: 36,095,879.
Wendy Pfeiffer, a director of Qualys, Inc. (QLYS), sold 200 shares of company common stock on 08/15/2025 at $129.72 per share. The Form 4 reports that after the sale she beneficially owned 11,082 shares, held directly. The filing states the sale was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 21, 2025. The Form 4 was submitted on 08/18/2025 and signed under power of attorney by Bruce Posey.
Qualys insider transactions by CEO Sumedh S. Thakar: The filing shows the CEO exercised 6,500 stock options with a $25.56 exercise price and immediately acquired 6,500 shares. On the same date, under a Rule 10b5-1 trading plan adopted February 26, 2025, he sold 5,722 shares at a weighted average price of $129.6697 and sold 2,778 shares at a weighted average price of $130.5372, for total shares sold of 8,500. Beneficial ownership reported moved from 216,420 shares following the option acquisition to 207,920 after the sales. The option granted is fully vested and exercisable and the sales were executed pursuant to the disclosed 10b5-1 plan.
Qualys insider sale reported on Form 4. Director John A. Zangardi sold 1,287 shares of Qualys, Inc. common stock on 08/13/2025 at a reported price of $132.0266 per share. After the sale he beneficially owned 11,034 shares directly and 5 shares indirectly through his son. The form was signed by Bruce Posey by power of attorney on 08/15/2025.
Qualys, Inc. (QLYS) submitted a Form 144 indicating a proposed sale of 1,287 common shares through Charles Schwab on Nasdaq, with an aggregate market value reported as $169,951 and total shares outstanding of 36,095,879. The securities were acquired as vested restricted stock grants on 06/12/2020 and the filing lists a payment classification of equity compensation dated 06/12/2024. The sale is scheduled approximately for 08/13/2025.
This quantity represents about 0.0036% of the outstanding shares, indicating the proposed sale is immaterial to overall share capital. The filer reports no securities sold in the past three months and includes the standard representation that they are not aware of undisclosed material adverse information.
Form 4 — QUALYS, INC. (QLYS) reported by Joo Mi Kim, Chief Financial Officer.
On 08/01/2025 the reporting person had 3,802 common shares withheld to cover tax liability in connection with the vesting of restricted stock units (transaction code F) at a reported value of $130.53 per share. After the withholding the reporting person beneficially owns 95,486 shares (direct). The Form 4 was signed by Bruce Posey by power of attorney for Joo Mi Kim on 08/05/2025. The filing includes an explicit explanation that the shares were withheld for tax withholding related to RSU vesting.
Qualys (QLYS) Form 4: CEO & President Sumedh S. Thakar reported an administrative share withholding on 1-Aug-2025 (Transaction Code F).
- Shares withheld: 6,042 common shares
- Implied price: $130.53 per share (≈ $0.79 million)
- Reason: To satisfy tax obligations related to vesting RSUs (per footnote 1)
- Post-transaction holding: 209,920 shares held directly
This was not an open-market sale and does not alter Thakar’s economic exposure. Such tax-related withholdings are routine and typically carry neutral-to-slightly-negative sentiment only because the share count in public float rises modestly.
Qualys (QLYS) posted solid but decelerating growth for Q2-25. Revenue rose 10.3% YoY to $164.1 M, keeping gross margin at 82.4%. Operating income increased 6.9% to $51.4 M, trimming operating margin to 31.4% (-90 bps). Net income advanced 8% to $47.3 M; diluted EPS reached $1.29 (+10.3% YoY) on a 2.5% lower diluted share count.
Cash & liquidity remain strong. Cash, cash equivalents and marketable securities totalled $621.2 M, up 8% since year-end, despite $89.5 M of share buybacks that reduced outstanding shares to 36.1 M. Operating cash flow grew 6% to $143.4 M YTD; capex was modest at $3.4 M. The company still has $254.6 M left under its $1.4 B cumulative repurchase authorisation.
- Deferred revenue slipped 5.4% vs. Dec-24 to $374.2 M, hinting at softer bookings.
- Expenses: R&D +11.5%, S&M +11.4%, G&A +18.4% YoY; opex growth outpaced revenue, pressuring margins.
- Comprehensive income was reduced by a $4.2 M hedge-related OCI loss.
Overall, Qualys remains highly profitable with robust cash generation, but slower billings momentum and rising costs warrant monitoring.