Michelle Zatlyn - Nov 20, 2025 Form 4 Insider Report for Cloudflare, Inc. (NET)

Signature
/s/ Lindsey Cochran, by power of attorney
Stock symbol
NET
Transactions as of
Nov 20, 2025
Transactions value $
-$16,665,788
Form type
4
Date filed
11/24/2025, 08:49 PM
Previous filing
Nov 18, 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Zatlyn Michelle President and Board Co-Chair, Director C/O CLOUDFLARE, INC.101 TOWNSEND STREET, SAN FRANCISCO /s/ Lindsey Cochran, by power of attorney 2025-11-24 0001786951

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction NET Class A Common Stock Conversion of derivative security +25.6K +75.39% 59.7K Nov 20, 2025 See footnote F1, F2
transaction NET Class A Common Stock Sale -$86K -452 -0.76% $190.31 59.2K Nov 20, 2025 See footnote F2, F3, F4
transaction NET Class A Common Stock Sale -$423K -2.21K -3.73% $191.48 57K Nov 20, 2025 See footnote F2, F3, F5
transaction NET Class A Common Stock Sale -$385K -2K -3.51% $192.47 55K Nov 20, 2025 See footnote F2, F3, F6
transaction NET Class A Common Stock Sale -$139K -717 -1.3% $193.58 54.3K Nov 20, 2025 See footnote F2, F3, F7
transaction NET Class A Common Stock Sale -$66.7K -343 -0.63% $194.39 53.9K Nov 20, 2025 See footnote F2, F3, F8
transaction NET Class A Common Stock Sale -$62.4K -319 -0.59% $195.47 53.6K Nov 20, 2025 See footnote F2, F3, F9
transaction NET Class A Common Stock Sale -$43.6K -222 -0.41% $196.43 53.4K Nov 20, 2025 See footnote F2, F3, F10
transaction NET Class A Common Stock Sale -$71.2K -360 -0.67% $197.75 53K Nov 20, 2025 See footnote F2, F3, F11
transaction NET Class A Common Stock Sale -$664K -3.34K -6.29% $198.95 49.7K Nov 20, 2025 See footnote F2, F3, F12
transaction NET Class A Common Stock Sale -$1.8M -9K -18.1% $200.01 40.7K Nov 20, 2025 See footnote F2, F3, F13
transaction NET Class A Common Stock Sale -$1.51M -7.51K -18.46% $201.00 33.2K Nov 20, 2025 See footnote F2, F3, F14
transaction NET Class A Common Stock Sale -$1.36M -6.76K -20.36% $201.92 26.4K Nov 20, 2025 See footnote F2, F3, F15
transaction NET Class A Common Stock Sale -$380K -1.88K -7.09% $202.63 24.6K Nov 20, 2025 See footnote F2, F3, F16
transaction NET Class A Common Stock Conversion of derivative security +25.6K +104.42% 50.2K Nov 21, 2025 See footnote F1, F2
transaction NET Class A Common Stock Sale -$832K -4.47K -8.9% $186.40 45.7K Nov 21, 2025 See footnote F2, F3, F17
transaction NET Class A Common Stock Sale -$665K -3.55K -7.77% $187.13 42.2K Nov 21, 2025 See footnote F2, F3, F18
transaction NET Class A Common Stock Sale -$1.87M -9.94K -23.57% $188.39 32.2K Nov 21, 2025 See footnote F2, F3, F19
transaction NET Class A Common Stock Sale -$1.45M -7.68K -23.83% $189.27 24.6K Nov 21, 2025 See footnote F2, F3, F20
transaction NET Class A Common Stock Conversion of derivative security +25.6K +104.42% 50.2K Nov 24, 2025 See footnote F1, F2
transaction NET Class A Common Stock Sale -$2.37M -12.6K -25.1% $188.46 37.6K Nov 24, 2025 See footnote F2, F3, F21
transaction NET Class A Common Stock Sale -$1.75M -9.22K -24.52% $189.45 28.4K Nov 24, 2025 See footnote F2, F3, F22
transaction NET Class A Common Stock Sale -$727K -3.82K -13.47% $190.17 24.6K Nov 24, 2025 See footnote F2, F3, F23
holding NET Class A Common Stock 350K Nov 20, 2025 Direct
holding NET Class A Common Stock 19.6K Nov 20, 2025 See footnote F24

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction NET Employee Stock Option (right to buy) Options Exercise $0 -25.6K -1.35% $0.00 1.88M Nov 20, 2025 Class B Common Stock 25.6K $2.04 Direct F25
transaction NET Class B Common Stock Options Exercise $0 +25.6K $0.00 25.6K Nov 20, 2025 Class A Common Stock 25.6K Direct F1
transaction NET Class B Common Stock Conversion of derivative security $0 -25.6K -100% $0.00 0 Nov 20, 2025 Class A Common Stock 25.6K Direct F1, F26
transaction NET Employee Stock Option (right to buy) Options Exercise $0 -25.6K -1.37% $0.00 1.85M Nov 21, 2025 Class B Common Stock 25.6K $2.04 Direct F25
transaction NET Class B Common Stock Options Exercise $0 +25.6K $0.00 25.6K Nov 21, 2025 Class A Common Stock 25.6K Direct F1
transaction NET Class B Common Stock Conversion of derivative security $0 -25.6K -100% $0.00 0 Nov 21, 2025 Class A Common Stock 25.6K Direct F1, F26
transaction NET Employee Stock Option (right to buy) Options Exercise $0 -25.6K -1.39% $0.00 1.83M Nov 24, 2025 Class B Common Stock 25.6K $2.04 Direct F25
transaction NET Class B Common Stock Options Exercise $0 +25.6K $0.00 25.6K Nov 24, 2025 Class A Common Stock 25.6K Direct F1
transaction NET Class B Common Stock Conversion of derivative security $0 -25.6K -100% $0.00 0 Nov 24, 2025 Class A Common Stock 25.6K Direct F1, F26
holding NET Class B Common Stock 552K Nov 20, 2025 Class A Common Stock 552K See footnote F1, F2, F27, F28
holding NET Class B Common Stock 352K Nov 20, 2025 Class A Common Stock 352K See footnote F1, F29
holding NET Class B Common Stock 2.06M Nov 20, 2025 Class A Common Stock 2.06M See footnote F1, F30, F31
holding NET Class B Common Stock 4.82K Nov 20, 2025 Class A Common Stock 4.82K See footnote F1, F32, F33
holding NET Class B Common Stock 0 Nov 20, 2025 Class A Common Stock 0 See footnote F1, F34, F35
holding NET Class B Common Stock 922K Nov 20, 2025 Class A Common Stock 922K See footnote F1, F36
holding NET Class B Common Stock 945K Nov 20, 2025 Class A Common Stock 945K See footnote F1, F37
holding NET Class B Common Stock 791K Nov 20, 2025 Class A Common Stock 791K See footnote F1, F38, F39
holding NET Class B Common Stock 1M Nov 20, 2025 Class A Common Stock 1M See footnote F1, F40
holding NET Class B Common Stock 200K Nov 20, 2025 Class A Common Stock 200K See footnote F1, F41
holding NET Class B Common Stock 250K Nov 20, 2025 Class A Common Stock 250K See footnote F1, F42, F43
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 Each share of Class B Common Stock is convertible at any time into Class A Common Stock on a one-to-one basis at the reporting person's election and has no expiration date.
F2 The shares are held of record by The Sutherland/Zatlyn Revocable Trust dated November 17, 2016, for which the reporting person serves as co-trustee (the "Revocable Trust").
F3 The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 14, 2025.
F4 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $189.935 to $190.79, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (4) through (23) to this Form 4.
F5 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $190.975 to $191.97, inclusive.
F6 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $191.99 to $192.96, inclusive.
F7 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $193.01 to $194.00, inclusive.
F8 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $194.03 to $194.93, inclusive.
F9 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $195.16 to $196.09, inclusive.
F10 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $196.21 to $196.91, inclusive.
F11 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $197.375 to $198.20, inclusive.
F12 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $198.385 to $199.38, inclusive.
F13 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $199.41 to $200.345, inclusive.
F14 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $200.47 to $201.45, inclusive.
F15 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $201.47 to $202.41, inclusive.
F16 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $202.47 to $202.94, inclusive.
F17 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $185.70 to $186.69, inclusive.
F18 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $186.72 to $187.70, inclusive.
F19 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $187.91 to $188.90, inclusive.
F20 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $188.91 to $189.83, inclusive.
F21 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $187.98 to $188.93, inclusive.
F22 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $188.99 to $189.98, inclusive.
F23 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $189.995 to $190.47, inclusive.
F24 The shares are held of record by The SZ 2021 Irrevocable Trust dated November 6, 2021, for which the reporting person serves as the appointer (the "2021 Irrevocable Trust").
F25 Shares subject to the option are fully vested and immediately exercisable.
F26 Upon the conversion of the shares of Class B Common Stock to Class A Common Stock, the shares were re-registered and are now held of record by the Revocable Trust.
F27 Includes 45,012 shares previously reported as held directly by The Sutherland/Zatlyn 2023 Annuity Trust II dated August 29, 2023, for which the reporting person serves as co-trustee (the "2023 Annuity Trust II") and 209,341 shares previously reported as held directly by The Sutherland/Zatlyn 2024 Annuity Trust III dated November 12, 2024, for which the reporting person serves as co-trustee (the "2024 Annuity Trust III"), which were re-registered on November 17, 2025 and are now held of record by the Revocable Trust.
F28 Excludes 250,000 shares previously reported as held directly by the Revocable Trust which were re-registered on November 17, 2025 and are now held of record by The Sutherland/Zatlyn 2025 Annuity Trust III dated November 11, 2025, for which the reporting person serves as trustee (the "2025 Annuity Trust III").
F29 The shares are held of record by The SZ 2020 Irrevocable Trust dated November 25, 2020, for which the reporting person serves as an investment advisor.
F30 Includes 113,137 shares previously reported as held directly by the 2023 Annuity Trust II which were re-registered on November 17, 2025 and are now held of record by the 2021 Irrevocable Trust.
F31 The shares are held of record by the 2021 Irrevocable Trust.
F32 Consists of 4,819 shares previously reported as held directly by 2023 Annuity Trust II which were re-registered on November 17, 2025 and are now held of record by The SZ 2023 Irrevocable Trust dated August 29, 2023, for which the reporting person serves as a co-trustee (the "2023 Irrevocable Trust").
F33 The shares are held of record by the 2023 Irrevocable Trust.
F34 Excludes 162,968 shares previously reported as held directly by the 2023 Annuity Trust II which were re-registered on November 17, 2025 as follows: (i) 45,012 shares are now held of record by the Revocable Trust; (ii) 4,819 shares are now held of record by the 2023 Irrevocable Trust and (iii) 113,137 shares now held of record by the 2021 Irrevocable Trust.
F35 The shares are held of record by 2023 Annuity Trust II.
F36 The shares are held of record by The Sutherland/Zatlyn 2024 Annuity Trust dated May 29, 2024, for which the reporting person serves as co-trustee.
F37 The shares are held of record by The Sutherland/Zatlyn 2024 Annuity Trust II dated August 19, 2024, for which the reporting person serves as co-trustee.
F38 Excludes 209,341 shares previously reported as held directly by the 2024 Annuity Trust III, which were re-registered on November 17, 2025 and are now held of record by the Revocable Trust.
F39 The shares are held of record by the 2024 Annuity Trust III.
F40 The shares are held of record by The Sutherland/Zatlyn 2025 Annuity Trust dated May 23, 2025, for which the reporting person serves as trustee.
F41 The shares are held of record by The Sutherland/Zatlyn 2025 Annuity Trust II dated August 15, 2025, for which the reporting person serves as trustee.
F42 Consists of 250,000 shares previously reported as held directly by the Revocable Trust which were re-registered on November 17, 2025 and are now held of record by the 2025 Annuity Trust III.
F43 The shares are held of record by the 2025 Annuity Trust III.