SEC Filing Analysis: CrowdStrike Holdings, Inc. (CRWD)

Executive Summary

• Trading Significance: Low
• Key Takeaway: Routine director compensation grant issued in lieu of cash retainer.
• Market Impact: Neutral - Transaction size is immaterial to market capitalization.

Company Information

Field	Value
Company	CrowdStrike Holdings, Inc.
Ticker Symbol	CRWD
CIK	0001535527
Industry	Services-Prepackaged Software

Insider Information

Field	Value
Name	DAVIS CARY
CIK	0001220632
Relationship	Director

Transaction Details

Field	Value
Form Type	4
Transaction Date	2026-03-20
Transaction Code	A (Grant)
Security Type	Class A common stock
Shares Involved	43
Price Per Share	$0.00
Total Value	$0 (Grant)
Shares Owned After	21,656
Ownership Type	Direct

Financial Impact Assessment

Transaction Materiality

Metric	Value
Market Cap	$103.73 Billion
Shares Outstanding	253,610,000
Transaction % of Market Cap	~0.00%
Shares % of Outstanding	~0.000017%
Materiality Assessment	Low

Impact Evaluation

• Market Cap Context: With a market cap of $103.73B, a grant of 43 shares is mathematically insignificant.
• Dilution Impact: The issuance of 43 shares represents virtually zero dilution to existing shareholders (0.000017% of outstanding).
• Transaction Significance: This is a routine administrative filing for director compensation and does not signal market sentiment.

Additional Context

Transaction Notes

• Nature of Grant: Footnotes indicate these shares are fully vested restricted stock units (RSUs) issued in lieu of quarterly cash retainers under the Outsider Director Compensation Policy.
• Vesting: The RSUs immediately converted into Class A Common Stock.