Zoom's Kimberly J. McGarry acquires 3,121 shares
The tax-withholding entry covered 1,383 shares, while a footnote describes reported sales under a Rule 10b5-1 plan adopted July 14, 2026.
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Form Type
4
Rhea-AI Filing Summary
Zoom Communications, Inc. (ZM) Chief Accounting Officer Kimberly J. McGarry had 3,121 restricted stock units converted into 3,121 Class A common shares on October 9, 2026; 34,337 RSUs were reported following the transaction. The issuer withheld 1,383 shares for tax withholding at $94.6700 per share that day. On October 13, 8,692 shares were delivered or withheld for payment of exercise price or tax liability at $97.5565 per share. A footnote associated with the October 13 entry states that reported sales were effected under a Rule 10b5-1 trading plan adopted July 14, 2026.
Insider Trade Summary
3,121 shares exercised/converted
Exercise
4 txns
Insider
McGarry Kimberly J
Role
Chief Accounting Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Class A Common Stock F3 | 8,692 | $97.5565 | $848K |
| Exercise | Restricted Stock Units F4, F5 | 3,121 | $0.00 | $0.00 |
| Exercise | Class A Common Stock F1 | 3,121 | $0.00 | $0.00 |
| Tax Withholding | Class A Common Stock F2 | 1,383 | $94.67 | $131K |
Holdings After Transaction:
Restricted Stock Units — 34,337 contracts (Direct);
Class A Common Stock — 346 shares (Direct)
Footnotes (5)
- F1. Includes 346 shares of Class A Common Stock purchased pursuant to the Zoom Video Communications, Inc. 2019 Employee Stock Purchase Plan ("ESPP"), for the purchase period of December 13, 2025 to June 12, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of Issuer's Class A Common Stock on June 12, 2026.
- F2. Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units.
- F3. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 14, 2026.
- F4. Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock.
- F5. The reporting person received an award of restricted stock units, 1/4 of which will vest on July 9, 2026 and the remaining units will vest in equal quarterly installments thereafter, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2019 Equity Incentive Plan) on each such vesting date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person under certain circumstances in connection with a change in control of the Issuer.
Key Figures
Restricted stock units converted: 3,121 units
Class A common shares acquired: 3,121 shares
Restricted stock units following transaction: 34,337 RSUs
+5 more
8 metrics
Restricted stock units converted
3,121 units
October 9, 2026
Class A common shares acquired
3,121 shares
Conversion of restricted stock units on October 9, 2026
Restricted stock units following transaction
34,337 RSUs
Reported following the October 9, 2026 transaction
Shares withheld for tax liability
1,383 shares
October 9, 2026
Price per share for tax withholding
$94.6700 per share
October 9, 2026
Shares delivered or withheld for exercise price or tax liability
8,692 shares
October 13, 2026
Price per share
$97.5565 per share
October 13, 2026 entry
Employee Stock Purchase Plan shares
346 shares
Footnote states these shares were purchased for the period December 13, 2025, to June 12, 2026
Key Terms
Restricted Stock Unit, Rule 10b5-1 trading plan, Employee Stock Purchase Plan, Continuous Service
4 terms
Restricted Stock Unit financial
"Each Restricted Stock Unit represents a contingent right to receive one share"
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
Rule 10b5-1 trading plan regulatory
"pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
Employee Stock Purchase Plan financial
"2019 Employee Stock Purchase Plan ("ESPP")"
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
Continuous Service financial
"subject to the Reporting Person's Continuous Service"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What were the vesting terms for Kimberly J. McGarry's ZM restricted stock units?
The award terms state that one-quarter would vest on July 9, 2026, with the remaining units vesting in equal quarterly installments thereafter, subject to Continuous Service on each vesting date. Accelerated vesting applies in certain circumstances involving termination of employment in connection with a change in control.
What Rule 10b5-1 plan is identified with Kimberly J. McGarry's ZM transactions?
A footnote states that reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted July 14, 2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.
