{"schema_version":"secwatch.filing_event.v1","accession":"0001423774-23-000158","form_type":"8-K","ticker":null,"cik":"0001423774","company_name":"ZUORA INC","filed_at":"2023-09-25T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.882469+00:00","generated_at":"2026-06-10T09:12:22.262894+00:00","sec_items":["2.03","1.01","3.02","5.02","9.01"],"event_type":"debt","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Zuora sells $150M additional convertible notes to Silver Lake; appoints new principal accounting officer","bullets":["Sold $150M of 3.95%/5.50% convertible senior PIK toggle notes due 2029 to Silver Lake Alpine II.","Total Silver Lake investment in Zuora now $400 million including the $150M additional notes.","Appointed Matthew R. Dobson as principal accounting officer; he has served as Chief Accounting Officer since February 2021.","Notes issued under the March 2022 Investment Agreement with Silver Lake and a supplemental indenture."],"urls":{"canonical":"https://secwatch.observer/filing/0001423774-23-000158","json":"https://secwatch.observer/filing/0001423774-23-000158.json","markdown":"https://secwatch.observer/filing/0001423774-23-000158.md","text":"https://secwatch.observer/filing/0001423774-23-000158.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1423774/000142377423000158/0001423774-23-000158-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1423774/000142377423000158/zuo-20230922.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-10T09:12:22.262894+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"dcf9c3ba32af4a0b5b0294a32413d4feaa8f35e3","claim":"ZUORA INC incurred convertible notes of $150 million in aggregate principal amount with Silver Lake Alpine II, L.P. (and/or its designated affiliates) at 3.95%/5.50% convertible senior PIK toggle maturing 2029.","evidence_excerpt":"On September 22, 2023, Zuora, Inc. (“ Zuora ”) completed the sale of $150 million in aggregate principal amount of its 3.95%/5.50% convertible senior PIK toggle notes due 2029","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1423774/000142377423000158/0001423774-23-000158-index.htm","confidence":0.95,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"convertible notes"},{"label":"Principal","value":"$150 million in aggregate principal amount"},{"label":"Counterparty","value":"Silver Lake Alpine II, L.P. (and/or its designated affiliates)"},{"label":"Rate","value":"3.95%/5.50% convertible senior PIK toggle"},{"label":"Maturity","value":"2029"},{"label":"Event","value":"incurrence"}],"fact_type":"debt_financing"},{"claim_id":"53c9cbb31b","claim":"Matthew R. Dobson was appointed as principal accounting officer at ZUORA INC.","evidence_excerpt":"On September 20, 2023, Zuora appointed Matthew R. Dobson, age 43, as its principal accounting officer.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1423774/000142377423000158/0001423774-23-000158-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"principal accounting officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}