NET.NYSECloudflare, INC
Form 4: Cloudflare CFO Sells Shares
Sentiment:
Insider Transaction (Form 4)
Thomas J Seifert, Chief Financial Officer of Cloudflare, Inc., sold 10,000 shares of common stock on July 15, 2026.
Summary
- Tax/exercise-price withholding: disposed of 2,943 Class A Common Stock at $281.75 ($829,190) on July 15, 2026; holds 113,790 after (Direct).
- Conversion of derivative: acquired 10,000 Class A Common Stock on July 17, 2026; holds 123,790 after (Direct).
- Open-market sale: disposed of 200 Class A Common Stock at $266.19 ($53,238) on July 17, 2026; holds 123,590 after (Direct).
- Open-market sale: disposed of 100 Class A Common Stock at $267.76 ($26,776) on July 17, 2026; holds 123,490 after (Direct).
- Open-market sale: disposed of 300 Class A Common Stock at $270.50 ($81,151) on July 17, 2026; holds 123,190 after (Direct).
- Open-market sale: disposed of 500 Class A Common Stock at $274.60 ($137,302) on July 17, 2026; holds 122,690 after (Direct).
- Open-market sale: disposed of 1,559 Class A Common Stock at $275.79 ($429,951) on July 17, 2026; holds 121,131 after (Direct).
- Open-market sale: disposed of 1,741 Class A Common Stock at $276.63 ($481,618) on July 17, 2026; holds 119,390 after (Direct).
- Open-market sale: disposed of 3,299 Class A Common Stock at $277.68 ($916,056) on July 17, 2026; holds 116,091 after (Direct).
- Open-market sale: disposed of 1,201 Class A Common Stock at $278.76 ($334,786) on July 17, 2026; holds 114,890 after (Direct).
- Open-market sale: disposed of 800 Class A Common Stock at $279.91 ($223,929) on July 17, 2026; holds 114,090 after (Direct).
- Open-market sale: disposed of 300 Class A Common Stock at $281.29 ($84,388) on July 17, 2026; holds 113,790 after (Direct).
- Option exercise/conversion: disposed of 10,000 Employee Stock Option (right to buy) on July 17, 2026; holds 20,000 after (Direct).
- Option exercise/conversion: acquired 10,000 Class B Common Stock on July 17, 2026; holds 18,925 after (Direct).
- Conversion of derivative: disposed of 10,000 Class B Common Stock on July 17, 2026; holds 8,925 after (Direct).
Sentiment
Score: 4
Explanation: StockSavvy.ai views this as a mildly negative but low-conviction signal: an insider sold $2,769,195 of stock under a pre-arranged Rule 10b5-1 plan, which is typically routine.
Insider Transactions
Thomas J Seifert — Officer (Chief Financial Officer)
Transaction made under a Rule 10b5-1 trading plan.
| Date | Transaction | Security | Shares | Price | Value | Held After |
|---|---|---|---|---|---|---|
| 2026-07-15 | Tax/exercise-price withholding | Class A Common Stock | 2,943 | $282 | $829.2K | 113,790 |
| 2026-07-17 | Conversion of derivative | Class A Common Stock | 10,000 | — | — | 123,790 |
| 2026-07-17 | Open-market sale | Class A Common Stock | 200 | $266 | $53.2K | 123,590 |
| 2026-07-17 | Open-market sale | Class A Common Stock | 100 | $268 | $26.8K | 123,490 |
| 2026-07-17 | Open-market sale | Class A Common Stock | 300 | $271 | $81.2K | 123,190 |
| 2026-07-17 | Open-market sale | Class A Common Stock | 500 | $275 | $137.3K | 122,690 |
| 2026-07-17 | Open-market sale | Class A Common Stock | 1,559 | $276 | $430.0K | 121,131 |
| 2026-07-17 | Open-market sale | Class A Common Stock | 1,741 | $277 | $481.6K | 119,390 |
| 2026-07-17 | Open-market sale | Class A Common Stock | 3,299 | $278 | $916.1K | 116,091 |
| 2026-07-17 | Open-market sale | Class A Common Stock | 1,201 | $279 | $334.8K | 114,890 |
| 2026-07-17 | Open-market sale | Class A Common Stock | 800 | $280 | $223.9K | 114,090 |
| 2026-07-17 | Open-market sale | Class A Common Stock | 300 | $281 | $84.4K | 113,790 |
| 2026-07-17 | Option exercise/conversion | Employee Stock Option (right to buy) | 10,000 | — | — | 20,000 |
| 2026-07-17 | Option exercise/conversion | Class B Common Stock | 10,000 | — | — | 18,925 |
| 2026-07-17 | Conversion of derivative | Class B Common Stock | 10,000 | — | — | 8,925 |
Key Dates
| Date | Description |
|---|---|
| 2026-07-15 | Tax/exercise-price withholding (2,943 shares) |
| 2026-07-17 | Conversion of derivative (10,000 shares) |
| 2026-07-17 | Open-market sale (200 shares) |
| 2026-07-17 | Open-market sale (100 shares) |
| 2026-07-17 | Open-market sale (300 shares) |
| 2026-07-17 | Open-market sale (500 shares) |
| 2026-07-17 | Open-market sale (1,559 shares) |
| 2026-07-17 | Open-market sale (1,741 shares) |
| 2026-07-17 | Open-market sale (3,299 shares) |
| 2026-07-17 | Open-market sale (1,201 shares) |
| 2026-07-17 | Open-market sale (800 shares) |
| 2026-07-17 | Open-market sale (300 shares) |
| 2026-07-17 | Option exercise/conversion (10,000 shares) |
| 2026-07-17 | Option exercise/conversion (10,000 shares) |
| 2026-07-17 | Conversion of derivative (10,000 shares) |
Keywords
insider transaction, Form 4, NET, Cloudflare, Inc., bearish, Thomas J Seifert
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