Todd McElhatton - 03 Feb 2025 Form 4 Insider Report for ZUORA INC

Reporting relationship: Chief Financial Officer
Issuer ticker: N/A
Reported as of: 03 Feb 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 05 Feb 2025, 16:07:34 UTC
Prior SEC filing: 03 Jan 2025
Next SEC filing: 14 Feb 2025
Source filing: View source filing
Reporting owner signature: /s/ Erika Ward as attorney-in-fact for Todd McElhatton

Key filing fact

Todd McElhatton filed Form 4 for ZUORA INC on 05 Feb 2025.

Key facts

This page summarizes Todd McElhatton's Form 4 filing for ZUORA INC.
1 reported transaction and 1 derivative row are listed below.
Accepted by SEC: 05 Feb 2025, 16:07.

Change

Previous filing in this sequence was filed on 03 Jan 2025.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

ZUO transaction Derivative

Restricted Stock Units (RSU)(Class A)

Award

Transaction value: $0
Shares: +300,000
Change %
Price: $0.000000
Shares after: 300,000
Date: 03 Feb 2025
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 300,000
Exercise price
Footnotes: F1, F2, F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration.

Footnote F2

As previously disclosed in the Zuora, Inc. definitive proxy statement filed on December 31, 2024 (the Proxy Statement), these RSUs are granted pursuant to the terms of the Merger Agreement, to replace certain Zuora PSUs that were forfeited for no consideration. The RSUs will vest and become payable, immediately prior to Closing, subject to the continued employment of the reporting person through such date, or will be forfeited automatically if the Merger Agreement is terminated pursuant to its terms without the occurrence of the Closing. All undefined terms shall have the meaning ascribed to them in the Proxy Statement.

Footnote F3

RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date.