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Company Analysis

NET Insider Trading

Cloudflare, Inc. | Services-Prepackaged Software

Comprehensive Trading Performance Summary

The investment history of corporate insiders at Cloudflare, Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Services-Prepackaged Software sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2026-05-21 22:38 2026-05-19 Prince Matthew Director, Officer, 10% owner - CEO & Board Co-Chair SELL $207.49 157,152 $32,606,966 25,550 -86.0%
2026-05-19 21:51 2026-05-15 Riley Janel Officer - Chief Accounting Officer OPT+S $195.10 6,814 $1,329,381 49,163 0.0%
2026-05-19 21:55 2026-05-18 SEIFERT THOMAS J Officer - Chief Financial Officer OPT+S $200.61 10,000 $2,006,068 212,014 0.0%
2026-05-05 22:15 2026-05-05 Ledbetter Carl Director SELL $238.12 15,000 $3,571,797 908,073 -1.6%
2026-05-05 22:17 2026-05-04 Graham-Cumming John Director OPT+S $221.58 2,520 $558,382 494,067 0.0%
2026-05-04 20:24 2026-05-01 Hawkins Mark J Director SELL $211.62 133 $28,145 10,189 -1.3%
2026-05-04 20:26 2026-05-01 Ledbetter Carl Director SELL $215.82 5,009 $1,081,049 923,073 -0.5%
2026-04-22 23:55 2026-04-20 Zatlyn Michelle Director, Officer - President and Board Co-Chair OPT+S $204.87 76,923 $15,759,469 34,514 0.0%
2026-04-17 21:33 2026-04-17 SEIFERT THOMAS J Officer - Chief Financial Officer OPT+S $197.98 10,000 $1,979,757 221,681 0.0%
2026-04-08 23:09 2026-04-08 Prince Matthew Director, Officer, 10% owner - CEO & Board Co-Chair SELL $223.62 659 $147,367 0 -100.0%
2026-04-08 23:06 2026-04-06 Prince Matthew Director, Officer, 10% owner - CEO & Board Co-Chair SELL $211.94 156,493 $33,167,768 659 -99.6%
2026-04-02 20:54 2026-04-01 Hawkins Mark J Director SELL $209.60 133 $27,877 10,322 -1.3%
2026-03-30 22:37 2026-03-27 Graham-Cumming John Director OPT+S $202.31 3,644 $737,203 494,067 0.0%
2026-03-20 20:47 2026-03-18 Ledbetter Carl Director SELL $227.05 15,000 $3,405,750 938,073 -1.6%
2026-03-18 23:29 2026-03-16 Prince Matthew Director, Officer, 10% owner - CEO & Board Co-Chair SELL $212.88 143,534 $30,555,705 13,618 -91.3%
2026-03-18 23:31 2026-03-18 Prince Matthew Director, Officer, 10% owner - CEO & Board Co-Chair SELL $227.80 13,618 $3,102,156 0 -100.0%
2026-03-17 23:27 2026-03-17 SEIFERT THOMAS J Officer - Chief Financial Officer OPT+S $212.30 10,341 $2,195,442 224,625 0.0%
2026-03-07 01:47 2026-03-05 Riley Janel Officer - Chief Accounting Officer OPT+S $190.00 23,332 $4,433,080 56,791 0.0%
2026-03-06 03:18 2026-03-03 Zatlyn Michelle Director, Officer - President and Board Co-Chair OPT+S $181.25 76,923 $13,941,971 34,514 0.0%
2026-03-05 00:10 2026-03-03 Riley Janel Officer - CHIEF ACCOUNTING OFFICER SELL $180.00 4,160 $748,800 56,791 -6.8%
2026-03-04 00:42 2026-03-02 Graham-Cumming John Director OPT+S $178.24 2,520 $449,154 495,191 0.0%
2026-03-04 00:44 2026-03-02 Hawkins Mark J Director SELL $168.62 133 $22,426 10,455 -1.3%
2026-02-27 05:04 2026-02-24 Prince Matthew Director, Officer, 10% owner - CEO & Board Co-Chair SELL $169.01 157,152 $26,559,678 22,911 -87.3%
2026-02-25 03:47 2026-02-20 SEIFERT THOMAS J Officer - Chief Financial Officer OPT+S $185.04 41,557 $7,689,670 85,452 0.0%
2026-02-24 04:29 2026-02-19 Zatlyn Michelle Director, Officer - President and Board Co-Chair OPT+S $184.61 86,362 $15,943,323 34,514 0.0%
2026-02-12 00:56 2026-02-09 Graham-Cumming John Director OPT+S $173.35 2,520 $436,831 495,191 0.0%
2026-02-04 00:20 2026-02-02 Kramer Douglas James Officer - CHIEF LEGAL OFFICER SELL $176.19 3,000 $528,570 101,101 -2.9%
2026-02-04 00:22 2026-02-02 Hawkins Mark J Director SELL $176.19 134 $23,609 10,588 -1.2%
2026-01-29 00:29 2026-01-27 Ledbetter Carl Director SELL $211.16 15,000 $3,167,415 953,073 -1.5%
2026-01-22 01:13 2026-01-20 SEIFERT THOMAS J Officer - Chief Financial Officer OPT+S $178.37 10,000 $1,783,682 137,486 0.0%
2026-01-16 04:19 2026-01-13 Zatlyn Michelle Director, Officer - President and Board Co-Chair OPT+S $188.56 76,923 $14,504,409 24,555 0.0%
2026-01-09 03:31 2026-01-06 Prince Matthew Director, Officer, 10% owner - CEO & Board Co-Chair SELL $195.36 157,152 $30,701,120 0 -100.0%
2026-01-07 00:31 2026-01-05 Graham-Cumming John Director OPT+S $200.27 2,520 $504,676 495,191 0.0%
2026-01-07 00:23 2026-01-02 Kramer Douglas James Officer - Chief Legal Officer SELL $198.54 9,000 $1,786,861 104,101 -8.0%
2026-01-07 00:30 2026-01-02 Hawkins Mark J Director SELL $198.90 134 $26,653 10,722 -1.2%
2026-01-07 00:33 2026-01-05 Ledbetter Carl Director SELL $198.26 6,134 $1,216,136 968,073 -0.6%
2025-12-31 02:04 2025-12-29 Ledbetter Carl Director SELL $201.46 8,866 $1,786,142 974,207 -0.9%
2025-12-24 00:17 2025-12-22 Suder Katrin Director SELL $200.00 2,031 $406,200 37,723 -5.1%
2025-12-24 00:14 2025-12-22 SEIFERT THOMAS J Officer - Chief Financial Officer OPT+S $201.69 10,000 $2,016,931 137,486 0.0%
2025-12-17 01:01 2025-12-15 Graham-Cumming John Director OPT+S $199.37 2,520 $502,425 495,191 0.0%
2025-12-12 02:36 2025-12-09 Zatlyn Michelle Director, Officer - President and Board Co-Chair OPT+S $206.56 76,923 $15,888,930 24,555 0.0%
2025-12-06 04:02 2025-12-03 Prince Matthew Director, Officer - CEO & Board Co-Chair SELL $202.36 157,152 $31,801,467 0 -100.0%
2025-12-03 00:52 2025-12-01 Kramer Douglas James Officer - Chief Legal Officer SELL $196.84 3,000 $590,509 113,101 -2.6%
2025-12-03 00:54 2025-12-01 Hawkins Mark J Director SELL $197.65 134 $26,485 10,856 -1.2%
2025-11-25 04:49 2025-11-20 Zatlyn Michelle Director, Officer - President and Board Co-Chair OPT+S $192.93 86,381 $16,665,789 24,555 0.0%
2025-11-22 02:45 2025-11-20 SEIFERT THOMAS J Officer - Chief Financial Officer OPT+S $194.18 41,555 $8,069,179 137,486 0.0%
2025-11-20 00:21 2025-11-19 Suder Katrin Director SELL $196.38 2,031 $398,848 39,754 -4.9%
2025-11-20 03:59 2025-11-17 Prince Matthew Director, Officer, 10% owner - CEO & Board Co-Chair SELL $199.21 157,152 $31,306,973 22,175 -87.6%
2025-11-19 01:35 2025-11-18 Riley Janel Officer - Chief Accounting Officer SELL $196.51 3,488 $685,418 56,144 -5.8%
2025-11-18 02:25 2025-11-17 Ledbetter Carl Director SELL $207.96 15,000 $3,119,400 983,073 -1.5%
SHOW ENTRIES

How to Interpret $NET Trades

Not every insider transaction in Cloudflare, Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $NET shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for NET

Insider activity data for Cloudflare, Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $NET, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.