NET Cloudflare, Inc.

NEUTRAL Impact: 1/10 144
Horizon immediate Filed Jun 1, 2026 Processed 11d 12h ago SEC 0001950047-26-005333
Form 144 — notice of proposed sale of securities
Latest settled — T+1d ⚠ clustered
NET ▼ -2.69% at T+1d
NEUTRAL call ✗ call lost -2.69% · α vs SPY -2.00% · entry $272.66 → $265.33
Next anchor: T+5d due 5d ago
Currently $228.48 · -16.20% from $272.66 entry
Entry anchored
Jun 1, 03:59 PM ET
via Databento tick
T+1d
-2.69%
call -2.69% · α -2.00%
$265.33
settled 11d ago
T+5d
call — · α —
due 5d ago
T+20d
call — · α —
in 17d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Director Mark Hawkins filed a Form 144 notice of intent to sell 133 shares of Cloudflare common stock, with an estimated aggregate market value of approximately $32,774. The shares were acquired via restricted stock grants on multiple dates in 2026. The sale is de minimis relative to the company's $85.5B market cap and Hawkins' likely total holdings.

Actionable Insight

This is a routine, de minimis sale by a director. No actionable signal — ignore. The 133 shares represent a rounding error in holdings. Monitor for any larger Form 4 filings from C-suite insiders, but this filing has no trading relevance.

Key Facts

  • Director Mark J. Hawkins (also CFO of Logitech) filed Form 144 on June 1, 2026.
  • Proposed sale of 133 shares of Cloudflare common stock.
  • Estimated aggregate market value: ~$32,774 (based on ~$246.42/share).
  • Shares were acquired via restricted stock grants on 03/02/2026, 04/01/2026, 05/01/2026, and 06/01/2024.
  • Sale is tiny — 133 shares vs. $85.5B market cap (0.00000004% of shares outstanding).
  • No prior insider sales by Hawkins in the trailing 30 days; the 2 recent insider sells totaling $2.6M were from other insiders.

Financial Impact

Proceeds of ~$32,774 — immaterial relative to $85.5B market cap.

dilution

Risk Factors

  • None from this filing — the sale is too small to indicate any insider concern.

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
70% bullish (40 analysts)

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001950047-26-005333
Document: 0001950047-26-005333-index.html0001950047-26-005333
Document: 0001950047-26-005333.txt0001950047-26-005333
20 reports for NET
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +30.33%May 31, 2026
Filters
Rows
Reports for NET — sortable, filterable
Type Now
Jun 8, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$247.54 awaiting T+1awaiting T+1$228.48 (−7.70%)
Jun 1, 2026
11d ago
Insider Cluster
NEUTRAL ★ 2/10
$272.66 $265.33▼ −2.69%▼ −2.00%$228.48 (−16.20%)
Jun 1, 2026
11d ago
144
NEUTRAL ★ 1/10
$272.66 $265.33▼ −2.69%▼ −2.00%$228.48 (−16.20%)
May 31, 2026
12d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$166.88 $163.05▼ −2.30%▼ −1.07%$228.48 (+36.91%)
May 27, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
$228.11 $241.82▲ +6.01%▲ +5.77%$228.48 (+0.16%)
May 21, 2026
22d ago
Insider Cluster
NEUTRAL ★ 3/10
$216.17 $217.54▲ +0.63%▲ +0.05%$228.48 (+5.69%)
May 19, 2026
24d ago
Insider Cluster
NEUTRAL ★ 3/10
$210.13 $212.65▲ +1.20%▲ +1.00%$228.48 (+8.73%)
May 15, 2026
28d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$190.13 $197.38▲ +3.81%▲ +3.56%$228.48 (+20.17%)
May 1, 2026
6w ago
ANALYST-UPGRADE
MIXED ★ 2/10
$166.88 $163.05▼ −2.30%▼ −1.07%$228.48 (+36.91%)
May 1, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$217.50 $224.17▲ +3.07%▲ +3.41%$228.48 (+5.05%)
Showing 10 of 20

US Market Status

Market Closed — Opens Mon (52h 24m)

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