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Person · CIK 1570351

Kimberly J McGarry

Chief Accounting Officer at Zoom Communications

Earlier: Morningstar and First Midwest Bancorp

Source: Forms 3, 4, 5 and 144 on SEC EDGAR

Sold on Form 4$55K
Noticed on Form 144$851K
Bought on Form 4$0
Companies3

Holdings now

As reported after the latest Form 3, 4 or 5 at each company.

How these figures work

Options and RSUs are from the latest filing that lists them; earlier grants may also be held. Holdings can be out of date when a person stops filing.

CompanySecurityHeldShares or unitsAs of
Zoom Communications ZMClass A Common StockDirectly346Oct 13, 2026 · Filing · EDGAR
Zoom Communications ZMRestricted Stock Units
into Class A Common Stock
Directly34,337Oct 9, 2026 · Filing · EDGAR
MorningstarCommon Stock (Restricted Stock Units)Directly2,469May 15, 2023 · Filing · EDGAR
MorningstarCommon StockDirectly2,307Nov 17, 2023 · Filing · EDGAR
MorningstarMarket Stock Units
expires Nov 15, 2026, into Common Stock
Directly114Nov 15, 2023 · Filing · EDGAR
First Midwest BancorpCommon StockDirectly9,154May 7, 2014 · Filing · EDGAR
First Midwest BancorpCommon StockBy Profit Sharing Plan Trust393May 7, 2014 · Filing · EDGAR

Sold and noticed by quarter

Kimberly J McGarry: dollars sold on Form 4 and noticed on Form 144 per quarter, Q1 2021 to Q4 2026$851K$0Q1 2021: $0 noticed on Form 144Q1 2021: $0 sold on Form 4Q2 2021: $0 noticed on Form 144Q2 2021: $0 sold on Form 4Q3 2021: $0 noticed on Form 144Q3 2021: $0 sold on Form 4Q4 2021: $0 noticed on Form 144Q4 2021: $0 sold on Form 4Q1 2022: $0 noticed on Form 144Q1 2022: $0 sold on Form 4Q2 2022: $0 noticed on Form 144Q2 2022: $0 sold on Form 4Q3 2022: $0 noticed on Form 144Q3 2022: $0 sold on Form 4Q4 2022: $0 noticed on Form 144Q4 2022: $0 sold on Form 4Q1 2023: $0 noticed on Form 144Q1 2023: $0 sold on Form 4Q2 2023: $0 noticed on Form 144Q2 2023: $0 sold on Form 4Q3 2023: $0 noticed on Form 144Q3 2023: $0 sold on Form 4Q4 2023: $0 noticed on Form 144Q4 2023: $0 sold on Form 4Q1 2024: $0 noticed on Form 144Q1 2024: $0 sold on Form 4Q2 2024: $0 noticed on Form 144Q2 2024: $0 sold on Form 4Q3 2024: $0 noticed on Form 144Q3 2024: $0 sold on Form 4Q4 2024: $0 noticed on Form 144Q4 2024: $0 sold on Form 4Q1 2025: $0 noticed on Form 144Q1 2025: $0 sold on Form 4Q2 2025: $0 noticed on Form 144Q2 2025: $0 sold on Form 4Q3 2025: $0 noticed on Form 144Q3 2025: $0 sold on Form 4Q4 2025: $0 noticed on Form 144Q4 2025: $0 sold on Form 4Q1 2026: $0 noticed on Form 144Q1 2026: $0 sold on Form 4Q2 2026: $0 noticed on Form 144Q2 2026: $0 sold on Form 4Q3 2026: $0 noticed on Form 144Q3 2026: $0 sold on Form 4Q4 2026: $851K noticed on Form 144Q4 2026: $0 sold on Form 4Q1 2021Q2 2022Q3 2023Q4 2024Q1 2026

Sold (Form 4) Noticed (Form 144) Bought (Form 4)

Quarterly totals as a table
QuarterSold (Form 4)Noticed (Form 144)
Q4 2026—$851K
Q2 2014$55KNot machine-readable

Form 144 notices went onto EDGAR as structured data on April 13, 2023. Earlier notices were filed on paper and cannot be read here, so those quarters show no noticed amount.

Planned sales (Form 144) and the sales that followed

Each Form 144 notice of a planned sale, grouped by broker and 10b5-1 plan, with the Form 4 sales we matched to it.

How we match

A Form 144 is a notice of a planned sale by an affiliate. SEC Tracker matches each notice to Form 4 sales by the same person at the same company within 90 days of the notice, up to the shares noticed. The match is our inference, not something either filing states.

Notice dateNoticedPlanned saleOutcomeLinks
Zoom Communications ZM · Morgan Stanley Smith Barney · 10b5-1 plan adopted Jul 14, 2026 · 1 notice
Oct 13, 20268,692 · ~$851KOct 13, 2026Not sold yetFiling · EDGAR
Sales without a matching Form 144 · 1 sale
No matching Form 144 found. Not every sale needs one: small sales and sales by people who are not affiliates are exempt.
———Notice not machine-readable First Midwest Bancorp: Sold 3,399 at $16.20 on May 7, 2014 · $55KFiling · EDGAR

Every transaction, by company

Each Form 3, 4 and 5 transaction in plain words, newest first.

How these figures work

Values are shares times the price each filing states; grants, exercises and gifts usually state no price. Held after is what the filing reports was held once the transaction was done, directly or through the named holder.

Zoom Communications ZM Chief Accounting Officer · filings 2025 to 2026 · $851K noticed on Form 144

DateTransactionSharesPriceValueHeld afterSource
Oct 13, 2026Shares withheld for tax or exercise price−8,692$97.56$848K346 directFiling · EDGAR
Oct 9, 2026Option or RSU exercised or converted+3,12110,421 directFiling · EDGAR
Oct 9, 2026Shares withheld for tax or exercise price−1,383$94.67$131K9,038 directFiling · EDGAR
Oct 9, 2026Option or RSU exercised or converted
Restricted Stock Units
−3,12134,337 directFiling · EDGAR
Jul 9, 2026Option or RSU exercised or converted+12,48612,832 directFiling · EDGAR
Jul 9, 2026Shares withheld for tax or exercise price−5,532$87.40$483K7,300 directFiling · EDGAR
Jul 9, 2026Option or RSU exercised or converted
Restricted Stock Units
−12,48637,458 directFiling · EDGAR

Morningstar Chief Accounting Officer · filings 2018 to 2023

DateTransactionSharesPriceValueHeld afterSource
Nov 17, 2023Shares withheld for tax or exercise price−33$269.66$9K2,307 directFiling · EDGAR
Nov 15, 2023Grant or award from the company
Market Stock Units
+114114 directFiling · EDGAR
May 17, 2023Shares withheld for tax or exercise price−129$189.94$25K2,340 directFiling · EDGAR
May 15, 2023Grant or award from the company+3942,469 directFiling · EDGAR
May 15, 2023Grant or award from the company
Market Stock Units
+190190 directFiling · EDGAR
Nov 15, 2022Shares withheld for tax or exercise price−64$241.30$15K2,075 directFiling · EDGAR
Nov 15, 2022Grant or award from the company
Market Stock Units
+133133 directFiling · EDGAR
May 15, 2022Grant or award from the company+3082,105 directFiling · EDGAR
May 15, 2022Grant or award from the company+1202,225 directFiling · EDGAR
May 15, 2022Shares withheld for tax or exercise price−88$242.95$21K2,137 directFiling · EDGAR
May 15, 2022Grant or award from the company
Market Stock Units
+168168 directFiling · EDGAR
Nov 15, 2021Shares withheld for tax or exercise price−64$316.52$20K2,139 directFiling · EDGAR
May 15, 2021Grant or award from the company+4571,851 directFiling · EDGAR
May 15, 2021Shares withheld for tax or exercise price−54$245.02$13K1,797 directFiling · EDGAR
Nov 15, 2020Grant or award from the company+1212,258 directFiling · EDGAR
Nov 15, 2020Shares withheld for tax or exercise price−55$206.21$11K2,203 directFiling · EDGAR
May 15, 2020Grant or award from the company+3441,422 directFiling · EDGAR
May 15, 2020Shares withheld for tax or exercise price−28$145.34$4K1,394 directFiling · EDGAR
Nov 15, 2019Grant or award from the company+3201,109 directFiling · EDGAR
Nov 15, 2019Shares withheld for tax or exercise price−31$155.98$5K1,078 directFiling · EDGAR
May 15, 2019Grant or award from the company+375789 directFiling · EDGAR
Nov 15, 2018Grant or award from the company+414414 directFiling · EDGAR

First Midwest Bancorp SVP, Chief Accounting Officer · filings 2013 to 2014 · sold $55K

DateTransactionSharesPriceValueHeld afterSource
May 7, 2014Open-market or private sale−3,399$16.20$55K9,154 directFiling · EDGAR
Feb 23, 2014Shares withheld for tax or exercise price−1,094$15.91$17K12,553 directFiling · EDGAR
Feb 22, 2014Shares withheld for tax or exercise price−1,201$15.91$19K13,647 directFiling · EDGAR
Feb 19, 2014Grant or award from the company+3,43514,848 directFiling · EDGAR
Feb 23, 2013Shares withheld for tax or exercise price−789$12.73$10K11,413 directFiling · EDGAR
Feb 20, 2013Grant or award from the company+3,42212,202 directFiling · EDGAR
All 22 Forms 3, 4, 5 and 144
FiledFormCompanyLinks
Oct 13, 2026Form 144Zoom Communications ZMFiling · EDGAR
Oct 13, 2026Form 4Zoom Communications ZMFiling · EDGAR
Jul 13, 2026Form 4Zoom Communications ZMFiling · EDGAR
Aug 22, 2025Form 3Zoom Communications ZMFiling · EDGAR
Nov 20, 2023Form 4MorningstarFiling · EDGAR
Nov 17, 2023Form 4MorningstarFiling · EDGAR
May 17, 2023Form 4MorningstarFiling · EDGAR
Dec 22, 2022Form 4MorningstarFiling · EDGAR
Nov 17, 2022Form 4MorningstarFiling · EDGAR
May 17, 2022Form 4MorningstarFiling · EDGAR
May 18, 2021Form 4MorningstarFiling · EDGAR
May 19, 2020Form 4MorningstarFiling · EDGAR
Nov 18, 2019Form 4MorningstarFiling · EDGAR
May 17, 2019Form 4MorningstarFiling · EDGAR
Nov 19, 2018Form 4MorningstarFiling · EDGAR
Jun 5, 2018Form 3MorningstarFiling · EDGAR
May 9, 2014Form 4First Midwest BancorpFiling · EDGAR
Feb 25, 2014Form 4First Midwest BancorpFiling · EDGAR
Feb 21, 2014Form 4First Midwest BancorpFiling · EDGAR
Feb 26, 2013Form 4First Midwest BancorpFiling · EDGAR
Feb 22, 2013Form 4First Midwest BancorpFiling · EDGAR
Feb 22, 2013Form 3First Midwest BancorpFiling · EDGAR

Every figure is as filed with the SEC on Forms 3, 4, 5 and 144. Holdings are the amounts reported after each person's latest filing at each company and can be out of date. Matching a Form 144 notice to Form 4 sales is SEC Tracker's inference from owner, company, dates and share counts, not something the filings state. Not investment advice. Not affiliated with the U.S. SEC.

Data on this page was fetched . The filing on SEC.gov is the record.