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DOCU

DOCUSIGN, INC.

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2242
SEC CIK
0001261333
Parsed reports
818

Last 12 months

Inside the activity.

0 purchase rows · 77 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202509
Jan 2026012
Feb 202601
Mar 202608
Apr 2026010
May 202601
Jun 202605
Jul 202607
Aug 202602
Sep 2026013
Oct 202608

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 29, 2025 Filed Sep 2, 2025 22:12 UTC
Marrs AnnaDirector
Exercise / conversionRestricted Stock Units · Derivative 729 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000124 · wk-form4_1756851127.xml · derivative · entry 2

Marrs Anna · CIK 0001753557 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,187

Underlying: Common Stock · 729 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 29, 2025 Filed Sep 2, 2025 22:12 UTC
Marrs AnnaDirector
Exercise / conversionCommon Stock 729 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000124 · wk-form4_1756851127.xml · nonDerivative · entry 1

Marrs Anna · CIK 0001753557 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,802

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 29, 2025 Filed Sep 2, 2025 21:46 UTC
Hayes Cain ADirector
Exercise / conversionRestricted Stock Units · Derivative 729 $0.00 $0.00
Disclosure

SEC source: 0001834471-25-000005 · wk-form4_1756849603.xml · derivative · entry 2

Hayes Cain A · CIK 0001834471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,187

Underlying: Common Stock · 729 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 29, 2025 Filed Sep 2, 2025 21:46 UTC
Hayes Cain ADirector
Exercise / conversionCommon Stock 729 $0.00 $0.00
Disclosure

SEC source: 0001834471-25-000005 · wk-form4_1756849603.xml · nonDerivative · entry 1

Hayes Cain A · CIK 0001834471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,530

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 29, 2025 Filed Sep 2, 2025 21:47 UTC Exercise / conversionRestricted Stock Units · Derivative 729 $0.00 $0.00
Disclosure

SEC source: 0001767659-25-000004 · wk-form4_1756849655.xml · derivative · entry 2

Briggs Teresa · CIK 0001767659 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,187

Underlying: Common Stock · 729 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 29, 2025 Filed Sep 2, 2025 21:47 UTC Exercise / conversionCommon Stock 729 $0.00 $0.00
Disclosure

SEC source: 0001767659-25-000004 · wk-form4_1756849655.xml · nonDerivative · entry 1

Briggs Teresa · CIK 0001767659 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,534

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Shaughnessy James PChief Legal Officer
GrantPerformance Stock Units · Derivative 8,642 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000107 · wk-form4_1752711397.xml · derivative · entry 4

Shaughnessy James P · CIK 0001294600 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,642

Underlying: Common Stock · 8,642 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F8 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of free cash flow goals over the Financial Performance Period, with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/2 of any achieved free cash flow-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Shaughnessy James PChief Legal Officer
GrantPerformance Stock Units · Derivative 8,642 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000107 · wk-form4_1752711397.xml · derivative · entry 3

Shaughnessy James P · CIK 0001294600 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,642

Underlying: Common Stock · 8,642 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F7 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of subscription revenue goals over a two-year performance period (the "Financial Performance Period"), with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/2 of any achieved subscription revenue-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Shaughnessy James PChief Legal Officer
GrantPerformance Stock Units · Derivative 17,285 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000107 · wk-form4_1752711397.xml · derivative · entry 2

Shaughnessy James P · CIK 0001294600 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,285

Underlying: Common Stock · 17,285 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F5 · derivative.exercise_date: The PSUs will vest depending on the Company's total shareholder return ("TSR") over a three-year performance period (the "TSR Performance Period"), relative to companies in the S&P Software & Services Select Industry Index, subject to the Reporting Person's continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Shaughnessy James PChief Legal Officer
GrantRestricted Stock Units · Derivative 34,570 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000107 · wk-form4_1752711397.xml · derivative · entry 1

Shaughnessy James P · CIK 0001294600 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,570

Underlying: Common Stock · 34,570 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2025, in each case subject to the Reporting Person being a service provider through such date.

F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
GRAYSON BLAKE JEFFREYChief Financial Officer
GrantPerformance Stock Units · Derivative 12,963 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000105 · wk-form4_1752711383.xml · derivative · entry 4

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,963

Underlying: Common Stock · 12,963 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F8 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of free cash flow goals over the Financial Performance Period, with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/2 of any achieved free cash flow-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
GRAYSON BLAKE JEFFREYChief Financial Officer
GrantPerformance Stock Units · Derivative 12,963 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000105 · wk-form4_1752711383.xml · derivative · entry 3

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,963

Underlying: Common Stock · 12,963 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F7 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of subscription revenue goals over a two-year performance period (the "Financial Performance Period"), with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/2 of any achieved subscription revenue-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
GRAYSON BLAKE JEFFREYChief Financial Officer
GrantPerformance Stock Units · Derivative 25,927 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000105 · wk-form4_1752711383.xml · derivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,927

Underlying: Common Stock · 25,927 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F5 · derivative.exercise_date: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over a three-year performance period (the "TSR Performance Period"), relative to companies in the S&P Software & Services Select Industry Index, subject to the Reporting Person's continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
GRAYSON BLAKE JEFFREYChief Financial Officer
GrantRestricted Stock Units · Derivative 51,855 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000105 · wk-form4_1752711383.xml · derivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,855

Underlying: Common Stock · 51,855 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2025, in each case subject to the Reporting Person being a service provider through such date.

F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Hansen PaulaChief Revenue Officer
GrantPerformance Stock Units · Derivative 10,082 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000106 · wk-form4_1752711390.xml · derivative · entry 4

Hansen Paula · CIK 0001842656 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,082

Underlying: Common Stock · 10,082 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F8 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of free cash flow goals over the Financial Performance Period, with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/2 of any achieved free cash flow-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Hansen PaulaChief Revenue Officer
GrantPerformance Stock Units · Derivative 10,082 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000106 · wk-form4_1752711390.xml · derivative · entry 3

Hansen Paula · CIK 0001842656 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,082

Underlying: Common Stock · 10,082 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F7 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of subscription revenue goals over a two-year performance period (the "Financial Performance Period"), with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/2 of any achieved subscription revenue-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Hansen PaulaChief Revenue Officer
GrantPerformance Stock Units · Derivative 20,165 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000106 · wk-form4_1752711390.xml · derivative · entry 2

Hansen Paula · CIK 0001842656 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,165

Underlying: Common Stock · 20,165 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F5 · derivative.exercise_date: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over a three-year performance period (the "TSR Performance Period"), relative to companies in the S&P Software & Services Select Industry Index, subject to the Reporting Person's continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Hansen PaulaChief Revenue Officer
GrantRestricted Stock Units · Derivative 40,331 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000106 · wk-form4_1752711390.xml · derivative · entry 1

Hansen Paula · CIK 0001842656 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,331

Underlying: Common Stock · 40,331 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2025, in each case subject to the Reporting Person being a service provider through such date.

F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Chatwani RobertPresident General Mgr, Growth
GrantPerformance Stock Units · Derivative 8,642 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000104 · wk-form4_1752711377.xml · derivative · entry 4

Chatwani Robert · CIK 0001968977 · President General Mgr, Growth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,642

Underlying: Common Stock · 8,642 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F8 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of free cash flow goals over the Financial Performance Period, with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/2 of any achieved free cash flow-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Chatwani RobertPresident General Mgr, Growth
GrantPerformance Stock Units · Derivative 8,642 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000104 · wk-form4_1752711377.xml · derivative · entry 3

Chatwani Robert · CIK 0001968977 · President General Mgr, Growth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,642

Underlying: Common Stock · 8,642 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F7 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of subscription revenue goals over a two-year performance period (the "Financial Performance Period"), with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/2 of any achieved subscription revenue-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Chatwani RobertPresident General Mgr, Growth
GrantPerformance Stock Units · Derivative 17,285 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000104 · wk-form4_1752711377.xml · derivative · entry 2

Chatwani Robert · CIK 0001968977 · President General Mgr, Growth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,285

Underlying: Common Stock · 17,285 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F5 · derivative.exercise_date: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over a three-year performance period (the "TSR Performance Period"), relative to companies in the S&P Software & Services Select Industry Index, subject to the Reporting Person's continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Chatwani RobertPresident General Mgr, Growth
GrantRestricted Stock Units · Derivative 34,570 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000104 · wk-form4_1752711377.xml · derivative · entry 1

Chatwani Robert · CIK 0001968977 · President General Mgr, Growth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,570

Underlying: Common Stock · 34,570 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2025, in each case subject to the Reporting Person being a service provider through such date.

F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Thygesen Allan C.Director · President and CEO
GrantPerformance Stock Units · Derivative 39,755 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000103 · wk-form4_1752711370.xml · derivative · entry 4

Thygesen Allan C. · CIK 0001657309 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,755

Underlying: Common Stock · 39,755 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F8 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of free cash flow goals over the Financial Performance Period, with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/2 of any achieved free cash flow-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Thygesen Allan C.Director · President and CEO
GrantPerformance Stock Units · Derivative 39,755 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000103 · wk-form4_1752711370.xml · derivative · entry 3

Thygesen Allan C. · CIK 0001657309 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,755

Underlying: Common Stock · 39,755 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F7 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of subscription revenue goals over a two-year performance period (the "Financial Performance Period"), with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/2 of any achieved subscription revenue-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Thygesen Allan C.Director · President and CEO
GrantPerformance Stock Units · Derivative 79,511 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000103 · wk-form4_1752711370.xml · derivative · entry 2

Thygesen Allan C. · CIK 0001657309 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,511

Underlying: Common Stock · 79,511 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F5 · derivative.exercise_date: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over a three-year performance period (the "TSR Performance Period"), relative to companies in the S&P Software & Services Select Industry Index, subject to the Reporting Person's continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 00:16 UTC
Thygesen Allan C.Director · President and CEO
GrantRestricted Stock Units · Derivative 106,015 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000103 · wk-form4_1752711370.xml · derivative · entry 1

Thygesen Allan C. · CIK 0001657309 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,015

Underlying: Common Stock · 106,015 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2025, in each case subject to the Reporting Person being a service provider through such date.

F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment
Shaughnessy James PChief Legal Officer
GrantPerformance Stock Units · Derivative 8,642 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000116 · wk-form4a_1752785703.xml · derivative · entry 4

Shaughnessy James P · CIK 0001294600 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,642

Underlying: Common Stock · 8,642 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F8 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of free cash flow goals over the Financial Performance Period, with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/2 of any achieved free cash flow-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment
Shaughnessy James PChief Legal Officer
GrantPerformance Stock Units · Derivative 8,642 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000116 · wk-form4a_1752785703.xml · derivative · entry 3

Shaughnessy James P · CIK 0001294600 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,642

Underlying: Common Stock · 8,642 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F7 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of subscription revenue goals over a two-year performance period (the "Financial Performance Period"), with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/2 of any achieved subscription revenue-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment
Shaughnessy James PChief Legal Officer
GrantPerformance Stock Units · Derivative 17,285 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000116 · wk-form4a_1752785703.xml · derivative · entry 2

Shaughnessy James P · CIK 0001294600 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,285

Underlying: Common Stock · 17,285 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F5 · derivative.exercise_date: The PSUs will vest depending on the Company's total shareholder return ("TSR") over a three-year performance period (the "TSR Performance Period"), relative to companies in the S&P Software & Services Select Industry Index, subject to the Reporting Person's continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment
Shaughnessy James PChief Legal Officer
GrantRestricted Stock Units · Derivative 34,570 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000116 · wk-form4a_1752785703.xml · derivative · entry 1

Shaughnessy James P · CIK 0001294600 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,570

Underlying: Common Stock · 34,570 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs will vest quarterly over a four year period commencing May 10, 2025, with 40% vesting during year 1, 35% vesting during year 2, 15% vesting during year 3, and 10% vesting during year 4, in each case subject to the Reporting Person being a service provider through each such date.

F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment
Thygesen Allan C.Director · President and CEO
GrantPerformance Stock Units · Derivative 39,755 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000117 · wk-form4a_1752785710.xml · derivative · entry 4

Thygesen Allan C. · CIK 0001657309 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,755

Underlying: Common Stock · 39,755 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F8 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of free cash flow goals over the Financial Performance Period, with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/2 of any achieved free cash flow-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment
Thygesen Allan C.Director · President and CEO
GrantPerformance Stock Units · Derivative 39,755 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000117 · wk-form4a_1752785710.xml · derivative · entry 3

Thygesen Allan C. · CIK 0001657309 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,755

Underlying: Common Stock · 39,755 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F7 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of subscription revenue goals over a two-year performance period (the "Financial Performance Period"), with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/2 of any achieved subscription revenue-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment
Thygesen Allan C.Director · President and CEO
GrantPerformance Stock Units · Derivative 79,511 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000117 · wk-form4a_1752785710.xml · derivative · entry 2

Thygesen Allan C. · CIK 0001657309 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,511

Underlying: Common Stock · 79,511 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F5 · derivative.exercise_date: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over a three-year performance period (the "TSR Performance Period"), relative to companies in the S&P Software & Services Select Industry Index, subject to the Reporting Person's continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment
Thygesen Allan C.Director · President and CEO
GrantRestricted Stock Units · Derivative 106,015 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000117 · wk-form4a_1752785710.xml · derivative · entry 1

Thygesen Allan C. · CIK 0001657309 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,015

Underlying: Common Stock · 106,015 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs will vest quarterly over a four year period commencing May 10, 2025, with 40% vesting during year 1, 35% vesting during year 2, 15% vesting during year 3, and 10% vesting during year 4, in each case subject to the Reporting Person being a service provider through each such date.

F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment
Hansen PaulaChief Revenue Officer
GrantPerformance Stock Units · Derivative 10,082 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000115 · wk-form4a_1752785695.xml · derivative · entry 4

Hansen Paula · CIK 0001842656 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,082

Underlying: Common Stock · 10,082 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F8 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of free cash flow goals over the Financial Performance Period, with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/2 of any achieved free cash flow-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment
Hansen PaulaChief Revenue Officer
GrantPerformance Stock Units · Derivative 10,082 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000115 · wk-form4a_1752785695.xml · derivative · entry 3

Hansen Paula · CIK 0001842656 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,082

Underlying: Common Stock · 10,082 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F7 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of subscription revenue goals over a two-year performance period (the "Financial Performance Period"), with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/2 of any achieved subscription revenue-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment
Hansen PaulaChief Revenue Officer
GrantPerformance Stock Units · Derivative 20,165 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000115 · wk-form4a_1752785695.xml · derivative · entry 2

Hansen Paula · CIK 0001842656 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,165

Underlying: Common Stock · 20,165 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F5 · derivative.exercise_date: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over a three-year performance period (the "TSR Performance Period"), relative to companies in the S&P Software & Services Select Industry Index, subject to the Reporting Person's continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment
Hansen PaulaChief Revenue Officer
GrantRestricted Stock Units · Derivative 40,331 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000115 · wk-form4a_1752785695.xml · derivative · entry 1

Hansen Paula · CIK 0001842656 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,331

Underlying: Common Stock · 40,331 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs will vest quarterly over a four year period commencing May 10, 2025, with 40% vesting during year 1, 35% vesting during year 2, 15% vesting during year 3, and 10% vesting during year 4, in each case subject to the Reporting Person being a service provider through each such date.

F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:54 UTC Amendment
Chatwani RobertPresident General Mgr, Growth
GrantPerformance Stock Units · Derivative 8,642 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000114 · wk-form4a_1752785689.xml · derivative · entry 4

Chatwani Robert · CIK 0001968977 · President General Mgr, Growth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,642

Underlying: Common Stock · 8,642 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F8 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of free cash flow goals over the Financial Performance Period, with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/2 of any achieved free cash flow-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:54 UTC Amendment
Chatwani RobertPresident General Mgr, Growth
GrantPerformance Stock Units · Derivative 8,642 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000114 · wk-form4a_1752785689.xml · derivative · entry 3

Chatwani Robert · CIK 0001968977 · President General Mgr, Growth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,642

Underlying: Common Stock · 8,642 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F7 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of subscription revenue goals over a two-year performance period (the "Financial Performance Period"), with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/2 of any achieved subscription revenue-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:54 UTC Amendment
Chatwani RobertPresident General Mgr, Growth
GrantPerformance Stock Units · Derivative 17,285 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000114 · wk-form4a_1752785689.xml · derivative · entry 2

Chatwani Robert · CIK 0001968977 · President General Mgr, Growth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,285

Underlying: Common Stock · 17,285 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F5 · derivative.exercise_date: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over a three-year performance period (the "TSR Performance Period"), relative to companies in the S&P Software & Services Select Industry Index, subject to the Reporting Person's continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:54 UTC Amendment
Chatwani RobertPresident General Mgr, Growth
GrantRestricted Stock Units · Derivative 34,570 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000114 · wk-form4a_1752785689.xml · derivative · entry 1

Chatwani Robert · CIK 0001968977 · President General Mgr, Growth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,570

Underlying: Common Stock · 34,570 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs will vest quarterly over a four year period commencing May 10, 2025, with 40% vesting during year 1, 35% vesting during year 2, 15% vesting during year 3, and 10% vesting during year 4, in each case subject to the Reporting Person being a service provider through each such date.

F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:54 UTC Amendment
GRAYSON BLAKE JEFFREYChief Financial Officer
GrantPerformance Stock Units · Derivative 12,963 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000113 · wk-form4a_1752785681.xml · derivative · entry 4

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,963

Underlying: Common Stock · 12,963 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F8 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of free cash flow goals over the Financial Performance Period, with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/2 of any achieved free cash flow-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:54 UTC Amendment
GRAYSON BLAKE JEFFREYChief Financial Officer
GrantPerformance Stock Units · Derivative 12,963 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000113 · wk-form4a_1752785681.xml · derivative · entry 3

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,963

Underlying: Common Stock · 12,963 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F7 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of subscription revenue goals over a two-year performance period (the "Financial Performance Period"), with the goals established at the beginning of the first and second 12-month periods during the Financial Performance Period. The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/2 of any achieved subscription revenue-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:54 UTC Amendment
GRAYSON BLAKE JEFFREYChief Financial Officer
GrantPerformance Stock Units · Derivative 25,927 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000113 · wk-form4a_1752785681.xml · derivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,927

Underlying: Common Stock · 25,927 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.

F5 · derivative.exercise_date: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over a three-year performance period (the "TSR Performance Period"), relative to companies in the S&P Software & Services Select Industry Index, subject to the Reporting Person's continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs.

F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 14, 2025 Filed Jul 17, 2025 20:54 UTC Amendment
GRAYSON BLAKE JEFFREYChief Financial Officer
GrantRestricted Stock Units · Derivative 51,855 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000113 · wk-form4a_1752785681.xml · derivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,855

Underlying: Common Stock · 51,855 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs will vest quarterly over a four year period commencing May 10, 2025, with 40% vesting during year 1, 35% vesting during year 2, 15% vesting during year 3, and 10% vesting during year 4, in each case subject to the Reporting Person being a service provider through each such date.

F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:11 UTC
Shaughnessy James PChief Legal Officer
SaleCommon Stock 761 $77.70 $59,129.70
Disclosure

SEC source: 0001261333-25-000095 · wk-form4_1751487092.xml · nonDerivative · entry 2

Shaughnessy James P · CIK 0001294600 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 51,817

F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F3 · price: The shares were sold at prices ranging from $77.68 to $77.81. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:11 UTC
Shaughnessy James PChief Legal Officer
SaleCommon Stock 6,739 $77.27 $520,722.53
Disclosure

SEC source: 0001261333-25-000095 · wk-form4_1751487092.xml · nonDerivative · entry 1

Shaughnessy James P · CIK 0001294600 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,578

F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F2 · price: The shares were sold at prices ranging from $76.67 to $77.65. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:12 UTC
GRAYSON BLAKE JEFFREYChief Financial Officer
SaleCommon Stock 944 $77.70 $73,348.80
Disclosure

SEC source: 0001261333-25-000097 · wk-form4_1751487119.xml · nonDerivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 99,509

F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F3 · price: The shares were sold at prices ranging from $77.67 to $77.81. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:12 UTC
GRAYSON BLAKE JEFFREYChief Financial Officer
SaleCommon Stock 10,270 $77.28 $793,665.60
Disclosure

SEC source: 0001261333-25-000097 · wk-form4_1751487119.xml · nonDerivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 100,453

F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F2 · price: The shares were sold at prices ranging from $76.67 to $77.66. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.