Evidence in favour
- 10 distinct acquisition events survive duplicate and security-type controls.
- Participation spans 12 named insiders rather than one filing source.
- The latest qualifying evidence is fresh, dated 08 Sep 2026.
Company insider dossier
Cloudflare Inc insider intelligence
NET filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.
15/100
Concentrated distribution
97/100 confidence- Exchange
- NYSE
- Sector
- Technology
- Industry
- Software - Infrastructure
- Latest evidence
- 8 Sep 2026
Investment committee read
Concentrated distribution
Priced common-share disposals are concentrated enough to warrant review, but they are not treated as a standalone bearish forecast.
Review exposure and filing contextDecision risks
- Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Price confirmation map
Weekly price with common-share events
Acquisitions and disposals are aligned to the nearest completed weekly bar.
Mar 2025Sep 2026
Weekly closeCommon-share acquisitionCommon-share disposal
Market confirmation
Price and trend context
- Latest close
- 306.53 USD
- One-week move
- +9.9%
- Four-week move
- -2.9%
- Fair-value gap
- +108.1%
- Trend signal
- Active
- Relative strength
- 27.1
Directional balance
Controlled event mix
1.9%acquisition
- Acquisition events
- 10
- Disposal events
- 523
- Net value
- -$429.3M
Cadence
Twelve-week filing pressure
Volume shows attention. Controlled events determine direction.
5029 Jun
2706 Jul
5313 Jul
020 Jul
027 Jul
10803 Aug
2410 Aug
7317 Aug
024 Aug
1831 Aug
1107 Sep
014 Sep
Named participants
Insider conviction by person
CUNNINGHAM, STACEYDirector500 events
LAKHANI, KARIMDirector500 events
SANDELL, SCOTT DDirector500 events
STARZAK, ALISSA MICHELLEChief Legal Officer3017 events
GRAHAM-CUMMING, JOHNDirector2847 events
SUDER, KATRINDirector281 events
RILEY, JANELChief Accounting Officer2618 events
SEIFERT, THOMAS JChief Financial Officer1953 events
HAWKINS, MARK JDirector195 events
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR12128 events
LEDBETTER, CARLDirector1214 events
PRINCE, MATTHEWDirector, CEO & Board Co-Chair, 10% Owner12250 events
Evidence quality
Security and transaction context
Role architecture
Who is participating
Transaction evidence
Auditable NET filing ledger
Showing 1 to 30 of 694.
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
AcquisitionCommon equity
33003 sharesClass A Common Stock
Not reportedContext evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalOptions and derivatives
33003 sharesEmployee Stock Option (right to buy)
Not reportedContext evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
AcquisitionCommon equity
33003 sharesClass B Common Stock
Not reportedContext evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
33003 sharesClass B Common Stock
Not reportedContext evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
14961 sharesClass A Common Stock
$4.2MDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
5489 sharesClass A Common Stock
$1.5MDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
4823 sharesClass A Common Stock
$1.3MDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
2428 sharesClass A Common Stock
$663.1KDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
2202 sharesClass A Common Stock
$604.2KDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
1713 sharesClass A Common Stock
$466.6KDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
1387 sharesClass A Common Stock
$383.6KDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
33003 sharesClass B Common Stock
Not reportedContext evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalOptions and derivatives
33003 sharesEmployee Stock Option (right to buy)
Not reportedContext evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
AcquisitionCommon equity
33003 sharesClass A Common Stock
Not reportedContext evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
AcquisitionCommon equity
33003 sharesClass B Common Stock
Not reportedContext evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
17603 sharesClass A Common Stock
$5.0MDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
7843 sharesClass A Common Stock
$2.2MDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
4804 sharesClass A Common Stock
$1.4MDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
2753 sharesClass A Common Stock
$770.1KDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
AcquisitionCommon equity
33003 sharesClass B Common Stock
Not reportedContext evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
AcquisitionCommon equity
33003 sharesClass A Common Stock
Not reportedContext evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalOptions and derivatives
33003 sharesEmployee Stock Option (right to buy)
Not reportedContext evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
33003 sharesClass B Common Stock
Not reportedContext evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
7273 sharesClass A Common Stock
$2.0MDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
7203 sharesClass A Common Stock
$2.0MDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
6177 sharesClass A Common Stock
$1.7MDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
5396 sharesClass A Common Stock
$1.5MDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
4744 sharesClass A Common Stock
$1.3MDirectional evidence
ZATLYN, MICHELLEDirector, PRESIDENT & BOARD CO-CHAIR
DisposalCommon equity
2210 sharesClass A Common Stock
$622.6KDirectional evidence
ZATLYN, MICHELLEDirector, President and Board Co-Chair
DisposalCommon equity
33003 sharesClass B Common Stock
Not reportedContext evidence
Reading the dossier
Direction and confidence are separate
Conviction
The 0 to 100 score classifies deduplicated priced common-share evidence. Fifty is balanced or non-directional.
Confidence
Confidence rises with controlled event depth, named-insider breadth, fresh evidence, normalized values, and a longer observation span.
Disposals
Selling is not treated as the mirror image of buying. It carries less directional weight because taxes, diversification, compensation, and planned transactions can all create sales.
Price confirmation
The market chart tests whether the filing thesis is being confirmed or rejected by price, fair-value position, relative strength, and the current trend state.
Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.