Kramer Douglas James

CLO Kramer Douglas James sells 3,000 NET shares at $176.19; stock now $170.31, down 32.8% from 52-week high

Kramer Douglas James, Chief Legal Officer of Cloudflare, sold 3,000 shares at $176.19 on 2026-02-02, reducing his holdings to 101,101 shares post-transaction. The $528.6K sale occurs as NET trades at $170.31, down 32.8% from its 52-week high of $253.30, and down 13.1% over the prior 30 days. Examining his broader transaction history at Cloudflare reveals a pattern of recent sells: four sales on 2026-01-02 all showed 30-day declines of -10.4%, -11.2%, -11.0%, and -10.0% respectively, followed by one sale on 2025-12-01 with a -0.2% 30-day return. His cross-ticker track record spans 20 prior sells with a 76.92% well-timed rate at the 90-day mark, though none of his Cloudflare-specific prior sales have yet measurable 90-day outcomes. The company's fundamentals show strong revenue growth of 28.8% year-over-year with $562.0M in latest-quarter revenue, but the company posted a net loss of $-1.3M most recently and remains unprofitable on a full-year basis. The succession of sales across early January and early February, combined with ongoing price deterioration and the firm's shift from profitability concerns, merits investor attention to whether the cadence reflects opportunistic capital allocation or other factors.

CLO Kramer sells 9,000 NET shares across 4 transactions for $1.8M at blended $198.54; holds 104.1K post-sale

Cloudflare's Chief Legal Officer, Kramer Douglas James, executed 4 separate sales totaling 9,000 shares for $1,786,860.98 on 2026-01-02, reducing holdings from 113.1K to 104.1K shares (-8.0%). The blended average price of $198.54 sits near current levels ($198.00) and well below the 52-week high of $253.30 (-21.8%). His prior trades at Cloudflare show weak execution: 5 prior transactions in December and November recorded negative 30-day returns (-0.3%, -0.2%, -19.8%, -20.3%), with timing outcomes not yet measurable at the 90-day horizon. His cross-ticker track record (20 prior sells, 50% well-timed at 90 days, +8.3% avg 90d return) provides no bullish signal for this sale, as that cross-ticker data reflects sells that were followed by stock appreciation. The company remains unprofitable (FY net income negative) despite 28.8% annual revenue growth, and the recent 30-day and 90-day price declines (-1.5% and -10.0%) provide limited directional clarity for the current transaction.

Chief Legal Officer Kramer Douglas James sold 3,000 shares for $590,508.64 on 2025-12-01; holds 113,101 shares post-transaction.

Kramer Douglas James, Chief Legal Officer, executed 3 separate sales on 2025-12-01 totaling 3,000 shares for $590,508.64, reducing his holdings by 2.6% to 113,101 shares. The sales occurred at an average blended price of $196.84, which is below the current price of $201.26, and Cloudflare trades 20.5% below its 52-week high of $253.30. The company recorded annual revenue growth of 28.8% but remains unprofitable, having reported a net loss of $1,290,000 in its latest quarter. In his cross-ticker track record, this insider's 20 prior sales were poorly timed overall with a 90-day well-timed rate of 28.57%, while his same-ticker history shows 5 recent trades at NET (3 on 2025-11-03 and 2 on 2025-10-01), all with measurable 30-day returns showing modest gains ranging from 17.9% to 18.8% in the immediate post-sale period—though 90-day outcomes for these same-ticker trades remain unmeasurable. The transaction represents routine portfolio activity without clear directional signal.

CLO Kramer sells 3,000 NET shares for $766,599.41 across 3 transactions; blended avg $255.53 vs current $228.51.

On 2025-11-03, Chief Legal Officer Douglas James Kramer executed 3 separate sales totaling 3,000 shares for $766,599.41 at a blended average price of $255.53 per share, reducing his holdings from 132.2K to 129.2K shares (a -2.3% reduction). The sale prices ($254.66–$256.41 per share) were near the 52-week high of $253.30, while the current price of $228.51 sits -9.8% from that peak and represents a $27.02 discount to Kramer's execution. Kramer's cross-ticker track record shows 20 prior open-market sells with only a 0.00% well-timed rate at the 90-day mark—meaning his prior sells have not historically preceded stock declines—yet his 5 same-ticker sales at NET (executed October and September 2025) showed strong 30-day outperformance (+10.4% to +18.8%), a pattern distinct from his weak cross-ticker timing. The company remains unprofitable despite 28.8% annual revenue growth, introducing structural risk beneath the near-term price strength.

Cloudflare CLO Kramer Douglas James sold 9,000 shares for $1.9M at $213.48 avg on 2025-10-01

Kramer Douglas James, Chief Legal Officer, executed 3 separate sales totaling 9,000 shares for $1,921,310.05 on 2025-10-01 at a blended average price of $213.48. His post-transaction holdings of 132.2K shares represent a -6.4% reduction from pre-transaction levels. The current stock price of $217.06 sits -4.9% from the 52-week high of $228.28, and has risen +4.0% over 30 days and +13.5% over 90 days, indicating the stock is near elevated levels on a year-long basis. Cloudflare remains unprofitable on a full-year basis (net income of $-50.4M) despite strong annual revenue growth of +28.8%, placing the company in a high-growth, not-yet-profitable profile. The sales represent routine portfolio activity at a CLO-appropriate scale without measurable outcomes yet available on the NET-specific sell history.

Cloudflare CLO sold 3,000 shares (3.0K shares) for $606,304.42 ($606.3K) on 2025-09-02

Kramer Douglas James, Chief Legal Officer, executed 4 separate sales totaling 3,000 shares (3.0K shares) for $606,304.42 ($606.3K) at prices ranging from $199.93 to $203.34, representing a 2.1% reduction in his holdings to 141,185 shares. Cloudflare is unprofitable (net income of $-50,446,000.00 for the full fiscal year) despite strong revenue growth of +28.8% year-over-year. His prior sales at this ticker have shown modest 30-day positive returns (averaging 4.7%–6.3%), though no outcomes are yet measurable at the 90-day mark for most recent transactions. The current stock price of $209.98 is 1.9% above the blended average sale price of $202.10, and the stock has posted strong 90-day performance (+16.9%), which does not align with a pattern of well-timed selling ahead of weakness.

CLO Kramer Douglas James sold 3,000 shares at $198.22 avg; holds 157,377 shares post-sale.

Kramer Douglas James, Chief Legal Officer of Cloudflare, executed 3 separate sales totaling 3,000 shares for $594,663.13 on 2025-08-01, at a blended average price of $198.22. His post-transaction holdings of 157,377 shares represent a -1.9% reduction from the prior position. The current stock price of $208.80 sits at the 52-week high, with strong recent momentum (+70.7% over 90 days). His prior trades at Cloudflare have produced positive 90-day returns (ranging from +73.1% to +74.5% on the two measurable outcomes), indicating poor sale timing on those earlier occasions—he sold before material gains accrued. This sale occurred against a backdrop of robust share price appreciation and follows a pattern of prior sales at this ticker that did not precede declines. The company remains unprofitable (FY net income: $-50,446,000.00) despite strong revenue growth of +28.8%.

Cloudflare CLO Kramer Douglas James sold 9,000 shares for $1,764,814.92 on 2025-07-01 at $196.09 blended average.

Kramer Douglas James, Chief Legal Officer at Cloudflare, executed 3 separate sales totaling 9,000 shares for $1,764,814.92 at prices ranging from $195.33 to $197.15 on 2025-07-01. Post-transaction holdings of 160,377 shares represent a 5.3% reduction from pre-transaction holdings of 169,377 shares. The sales occurred near the 52-week high of $195.83, with the current stock price at $185.64 down 5.2% from that peak. Examining his prior trades at NET specifically, his 5 previous sales showed consistently positive 90-day returns (ranging from +5.2% to +74.5%), with none meeting the well-timed threshold at the 90-day mark, suggesting a pattern of selling into strength that has not historically preceded declines. The company remains unprofitable with net income of $-38,454,000.00 despite strong quarterly revenue of $479,087,000.00 and annual revenue growth of +28.8%, providing limited fundamental signals about the timing decision.

CLO Kramer sells 9,000 NET shares for $1.0M; holds 188.4K shares post-sale as stock down -20.4% in 30 days

Chief Legal Officer Kramer Douglas James executed 3 separate sales totaling 9,000 shares for $1,015,506.79 on 2025-04-01, reducing his holdings by 4.6% to 188.4K shares. The stock has declined -20.4% in the 30 days since the sale, continuing a recent downtrend from its 52-week high of $176.50. His prior trades at Cloudflare show a mixed record: three January 2025 sales have generated strong 30-day gains (+21.8% to +24.0%), but a February 2024 sale declined -33.4% over 90 days, suggesting inconsistent sell timing at this ticker. The company remains unprofitable (net income of $-15.3M in the latest quarter) despite solid revenue growth of +28.8% year-over-year, a backdrop that adds context to the timing of insider sales.

Cloudflare CLO Kramer James sells 9,000 shares across 3 transactions for $1.0M; retains 175.7K shares post-sale

Kramer Douglas James, Cloudflare's Chief Legal Officer, executed 3 separate sales on 2025-01-02 totaling 9,000 shares for $1,012,072.10 at a blended average price of $112.45, reducing his holdings by 4.9% to 175.7K shares. The stock currently trades at $113.99, near its 52-week high of $117.56, and has appreciated 39.4% over the prior 90 days. At this ticker specifically, his prior sale on 2024-11-21 delivered a 30-day return of +12.7%, while an earlier February 2024 sale turned in a 90-day return of -33.4%. The company remains unprofitable (net income of $-15.3M in the latest quarter despite 33.0% annual revenue growth), which provides context for discretionary executive liquidity decisions in a high-growth but loss-making environment.