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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 9 |
| Jan 2026 | 0 | 12 |
| Feb 2026 | 0 | 1 |
| Mar 2026 | 0 | 8 |
| Apr 2026 | 0 | 10 |
| May 2026 | 0 | 1 |
| Jun 2026 | 0 | 5 |
| Jul 2026 | 0 | 7 |
| Aug 2026 | 0 | 2 |
| Sep 2026 | 0 | 13 |
| Oct 2026 | 0 | 8 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 08, 2022 Filed Feb 11, 2022 00:47 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 954 | $117.21 | $111,818.53 |
DisclosureSEC source: 0001261333-22-000010 · wf-form4_164454041144145.xml · nonDerivative · entry 2 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,262 F1 · kind: 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 $116.82 to $117.81. 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 |
| February 08, 2022 Filed Feb 11, 2022 00:47 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
Exercise / conversionCommon Stock | 12,500 | $16.21 | $202,625.00 |
DisclosureSEC source: 0001261333-22-000010 · wf-form4_164454041144145.xml · nonDerivative · entry 1 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,216 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 |
| January 12, 2022 Filed Jan 13, 2022 21:26 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionOption (Right to Buy) · Derivative | 13,000 | $0.00 Strike: $4.75 | $0.00 |
DisclosureSEC source: 0001261333-22-000008 · wf-form4_164210917225726.xml · derivative · entry 4 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,112 Underlying: Common Stock · 13,000 shares Expires 2024-01-31 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_date: This stock option was fully vested on the transaction date. Read SEC document |
| January 12, 2022 Filed Jan 13, 2022 21:26 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionOption (Right to Buy) · Derivative | 17,000 | $0.00 Strike: $2.14 | $0.00 |
DisclosureSEC source: 0001261333-22-000008 · wf-form4_164210917225726.xml · derivative · entry 3 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,000 shares Expires 2023-07-26 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_date: This stock option was fully vested on the transaction date. Read SEC document |
| January 12, 2022 Filed Jan 13, 2022 21:26 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionCommon Stock | 13,000 | $4.75 | $61,750.00 |
DisclosureSEC source: 0001261333-22-000008 · wf-form4_164210917225726.xml · nonDerivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,815 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 |
| January 12, 2022 Filed Jan 13, 2022 21:26 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionCommon Stock | 17,000 | $2.14 | $36,380.00 |
DisclosureSEC source: 0001261333-22-000008 · wf-form4_164210917225726.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,815 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 |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $16.21 | $0.00 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · derivative · entry 15 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487,500 Underlying: Common Stock · 12,500 shares Expires 2027-04-16 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. F16 · derivative.exercise_date: This stock option was fully vested on the transaction date. Read SEC document |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 38 | $145.47 | $5,527.67 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 14 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 41,985 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F15 · price: The shares were sold at prices ranging from $145.35 to $145.58. 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. F10 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 53 | $144.50 | $7,658.24 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 13 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 42,023 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F14 · price: The shares were sold at prices ranging from $144.21 to $145.18. 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. F10 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 57 | $143.39 | $8,173.23 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 12 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 42,076 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F13 · price: The shares were sold at prices ranging from $142.92 to $143.77. 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. F10 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 551 | $142.39 | $78,459.26 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 11 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 42,133 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F12 · price: The shares were sold at prices ranging from $141.91 to $142.84. 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. F10 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 61 | $141.15 | $8,610.09 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 10 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 42,684 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F11 · price: The shares were sold at prices ranging from $140.74 to $141.71. 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. F10 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 75 | $139.08 | $10,431.08 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 9 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 42,745 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F9 · price: The shares were sold at prices ranging from $138.80 to $139.40. 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. F10 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 900 | $145.20 | $130,682.97 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 8 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,716 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F8 · price: The shares were sold at prices ranging from $144.76 to $145.45. 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 |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 1,000 | $144.16 | $144,155.00 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 7 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,616 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F7 · price: The shares were sold at prices ranging from $143.66 to $144.53. 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 |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 1,700 | $142.84 | $242,825.96 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 6 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,616 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F6 · price: The shares were sold at prices ranging from $142.60 to $143.33. 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 |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 7,258 | $142.24 | $1,032,355.42 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 5 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,316 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F5 · price: The shares were sold at prices ranging from $141.60 to $142.59. 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 |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 500 | $140.99 | $70,493.00 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 4 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,574 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F4 · price: The shares were sold at prices ranging from $140.57 to $141.48. 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 |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 700 | $139.02 | $97,310.99 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 3 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,074 F1 · kind: 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 $138.84 to $139.38. 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 |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 442 | $138.43 | $61,184.60 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 2 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,774 F1 · kind: 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 $137.84 to $138.80. 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 |
| January 11, 2022 Filed Jan 12, 2022 21:19 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
Exercise / conversionCommon Stock | 12,500 | $16.21 | $202,625.00 |
DisclosureSEC source: 0001261333-22-000006 · wf-form4_164202234068493.xml · nonDerivative · entry 1 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,216 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 |
| January 10, 2022 Filed Jan 11, 2022 02:28 UTC |
Springer Daniel D.Director · President and CEO
|
GrantCommon Stock | 94 | $134.40 | $12,633.60 |
DisclosureSEC source: 0001261333-22-000004 · wf-form4_164186808716510.xml · nonDerivative · entry 9 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 72,943 F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| January 10, 2022 Filed Jan 11, 2022 02:28 UTC |
Springer Daniel D.Director · President and CEO
|
GrantCommon Stock | 8,598 | $134.10 | $1,152,992.66 |
DisclosureSEC source: 0001261333-22-000004 · wf-form4_164186808716510.xml · nonDerivative · entry 8 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 72,849 F8 · price: The shares were bought at prices ranging from $133.4 to $134.34. 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 bought at each separate price. F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| January 10, 2022 Filed Jan 11, 2022 02:28 UTC |
Springer Daniel D.Director · President and CEO
|
GrantCommon Stock | 4,900 | $132.89 | $651,164.43 |
DisclosureSEC source: 0001261333-22-000004 · wf-form4_164186808716510.xml · nonDerivative · entry 7 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 64,251 F7 · price: The shares were bought at prices ranging from $132.36 to $133.33. 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 bought at each separate price. F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| January 10, 2022 Filed Jan 11, 2022 02:28 UTC |
Springer Daniel D.Director · President and CEO
|
GrantCommon Stock | 2,000 | $131.78 | $263,566.60 |
DisclosureSEC source: 0001261333-22-000004 · wf-form4_164186808716510.xml · nonDerivative · entry 6 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 59,351 F6 · price: The shares were bought at prices ranging from $131.26 to $132.14. 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 bought at each separate price. F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| January 10, 2022 Filed Jan 11, 2022 02:28 UTC |
Springer Daniel D.Director · President and CEO
|
GrantCommon Stock | 3,900 | $130.61 | $509,364.18 |
DisclosureSEC source: 0001261333-22-000004 · wf-form4_164186808716510.xml · nonDerivative · entry 5 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 57,351 F5 · price: The shares were bought at prices ranging from $130.26 to $131.04. 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 bought at each separate price. F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| January 10, 2022 Filed Jan 11, 2022 02:28 UTC |
Springer Daniel D.Director · President and CEO
|
PurchaseCommon Stock | 7,400 | $129.74 | $960,065.64 |
DisclosureSEC source: 0001261333-22-000004 · wf-form4_164186808716510.xml · nonDerivative · entry 4 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 53,451 F4 · price: The shares were bought at prices ranging from $129.23 to $130.19. 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 bought at each separate price. F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| January 10, 2022 Filed Jan 11, 2022 02:28 UTC |
Springer Daniel D.Director · President and CEO
|
PurchaseCommon Stock | 6,600 | $128.68 | $849,308.46 |
DisclosureSEC source: 0001261333-22-000004 · wf-form4_164186808716510.xml · nonDerivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 46,051 F3 · price: The shares were bought at prices ranging from $128.225 to $129.22. 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 bought at each separate price. F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| January 10, 2022 Filed Jan 11, 2022 02:28 UTC |
Springer Daniel D.Director · President and CEO
|
PurchaseCommon Stock | 4,700 | $127.85 | $600,892.65 |
DisclosureSEC source: 0001261333-22-000004 · wf-form4_164186808716510.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 39,451 F1 · price: The shares were bought at prices ranging from $127.21 to $128.20. 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 bought at each separate price. F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 00:20 UTC |
Salem Enrique TDirector
|
Exercise / conversionOption (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $2.14 | $0.00 |
DisclosureSEC source: 0000899243-22-001499 · doc4.xml · derivative · entry 7 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 5,000 shares Expires 2023-07-26 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. F2 · derivative.exercise_date: This stock option was fully vested on the transaction date. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 00:20 UTC |
Salem Enrique TDirector
|
SaleCommon Stock | 13,500 | $136.39 | $1,841,271.75 |
DisclosureSEC source: 0000899243-22-001499 · doc4.xml · nonDerivative · entry 5 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,897 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $136.02 to $136.61, inclusive. The reporting person undertakes to provide to DocuSign, Inc., any security holder of DocuSign, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 00:20 UTC |
Salem Enrique TDirector
|
Exercise / conversionCommon Stock | 5,000 | $2.14 | $10,700.00 |
DisclosureSEC source: 0000899243-22-001499 · doc4.xml · nonDerivative · entry 4 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,397 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 |
| January 06, 2022 Filed Jan 7, 2022 16:23 UTC |
Phi Tram TSVP, General Counsel
|
GiftCommon Stock | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-22-000002 · wf-form4_164159058804861.xml · nonDerivative · entry 4 Phi Tram T · CIK 0001424551 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 298 F2 · ownership.nature: This transaction involved a gift of securities by the Reporting Person to her children, who share the Reporting Person's household. The Reporting Person disclaims beneficial ownership of the shares held by her children, and this report should not be deemed an admission that the Reporting Person is the beneficial owner of her children's shares for purposes of Section 16 or for any other purpose. Read SEC document |
| January 06, 2022 Filed Jan 7, 2022 16:23 UTC |
Phi Tram TSVP, General Counsel
|
GiftCommon Stock | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-22-000002 · wf-form4_164159058804861.xml · nonDerivative · entry 3 Phi Tram T · CIK 0001424551 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 298 F2 · ownership.nature: This transaction involved a gift of securities by the Reporting Person to her children, who share the Reporting Person's household. The Reporting Person disclaims beneficial ownership of the shares held by her children, and this report should not be deemed an admission that the Reporting Person is the beneficial owner of her children's shares for purposes of Section 16 or for any other purpose. Read SEC document |
| January 06, 2022 Filed Jan 7, 2022 16:23 UTC |
Phi Tram TSVP, General Counsel
|
GiftCommon Stock | 2,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-22-000002 · wf-form4_164159058804861.xml · nonDerivative · entry 2 Phi Tram T · CIK 0001424551 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 15,580 F1 · ownership.nature: These securities are held by The Mendez Trust Agreement, dated October 26, 2010, of which the Reporting Person is a trustee. Read SEC document |
| January 06, 2022 Filed Jan 7, 2022 16:23 UTC |
Phi Tram TSVP, General Counsel
|
GiftCommon Stock | 2,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-22-000002 · wf-form4_164159058804861.xml · nonDerivative · entry 1 Phi Tram T · CIK 0001424551 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,155 Read SEC document |
| January 06, 2022 Filed Jan 11, 2022 00:20 UTC |
Salem Enrique TDirector
|
Exercise / conversionOption (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $2.14 | $0.00 |
DisclosureSEC source: 0000899243-22-001499 · doc4.xml · derivative · entry 6 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 5,000 shares Expires 2023-07-26 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. F2 · derivative.exercise_date: This stock option was fully vested on the transaction date. Read SEC document |
| January 06, 2022 Filed Jan 11, 2022 00:20 UTC |
Salem Enrique TDirector
|
SaleCommon Stock | 5,000 | $145.06 | $725,300.00 |
DisclosureSEC source: 0000899243-22-001499 · doc4.xml · nonDerivative · entry 3 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,397 Read SEC document |
| January 06, 2022 Filed Jan 11, 2022 00:20 UTC |
Salem Enrique TDirector
|
Exercise / conversionCommon Stock | 5,000 | $2.14 | $10,700.00 |
DisclosureSEC source: 0000899243-22-001499 · doc4.xml · nonDerivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,397 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 |
| January 06, 2022 Filed Jan 11, 2022 00:20 UTC |
Salem Enrique TDirector
|
GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-001499 · doc4.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,397 Read SEC document |
| December 29, 2021 Filed Jan 11, 2022 02:28 UTC |
Springer Daniel D.Director · President and CEO
|
GiftCommon Stock | 4,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-22-000004 · wf-form4_164186808716510.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,595,180 Read SEC document |
| December 21, 2021 Filed Dec 21, 2021 23:35 UTC |
Salem Enrique TDirector
|
SaleCommon Stock | 500 | $150.50 | $75,249.75 |
DisclosureSEC source: 0000899243-21-049208 · doc4.xml · nonDerivative · entry 5 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 0 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.21 to $150.975, inclusive. F1 · ownership.nature: Represents shares of Common Stock held directly by BCIP Venture Associates ("BCIP Venture"), BCIP Venture Associates-B ("BCIP Venture-B"), BCIP Venture Associates II, L.P. ("BCIP Venture II"), BCIP Venture Associates II-B, L.P. ("BCIP Venture II-B"), Bain Capital Venture Fund 2014, L.P. ("BCV Fund 2014"), Bain Capital Venture Partners 2014, L.P. ("BCV Partners 2014"), Bain Capital Venture Coinvestment Fund, L.P. ("BCV Coinvest Fund") and Bain Capital Venture Coinvestment Partners, L.P. ("BCV Coinvest Partners" and, collectively, the "Bain Capital Venture Entities"). F2 · ownership.nature: Bain Capital Venture Investors, LLC ("BCVI") is (i) the general partner of each of BCV Partners 2014, which is the general partner of BCV Fund 2014, and BCV Coinvest Partners, which is the general partner of BCV Coinvest Fund, and (ii) governs the investment strategy and decision-making process with respect to investments held by each of BCIP Venture, BCIP Venture-B, BCIP Venture II and BCIP Venture II-B. Mr. Salem is a member of the Executive Committee and a Managing Director of BCVI. By virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the shares of Common Stock held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 21, 2021 Filed Dec 21, 2021 23:35 UTC |
Salem Enrique TDirector
|
SaleCommon Stock | 4,400 | $149.57 | $658,098.32 |
DisclosureSEC source: 0000899243-21-049208 · doc4.xml · nonDerivative · entry 4 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 500 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $149.2175 to $150.17, inclusive. F1 · ownership.nature: Represents shares of Common Stock held directly by BCIP Venture Associates ("BCIP Venture"), BCIP Venture Associates-B ("BCIP Venture-B"), BCIP Venture Associates II, L.P. ("BCIP Venture II"), BCIP Venture Associates II-B, L.P. ("BCIP Venture II-B"), Bain Capital Venture Fund 2014, L.P. ("BCV Fund 2014"), Bain Capital Venture Partners 2014, L.P. ("BCV Partners 2014"), Bain Capital Venture Coinvestment Fund, L.P. ("BCV Coinvest Fund") and Bain Capital Venture Coinvestment Partners, L.P. ("BCV Coinvest Partners" and, collectively, the "Bain Capital Venture Entities"). F2 · ownership.nature: Bain Capital Venture Investors, LLC ("BCVI") is (i) the general partner of each of BCV Partners 2014, which is the general partner of BCV Fund 2014, and BCV Coinvest Partners, which is the general partner of BCV Coinvest Fund, and (ii) governs the investment strategy and decision-making process with respect to investments held by each of BCIP Venture, BCIP Venture-B, BCIP Venture II and BCIP Venture II-B. Mr. Salem is a member of the Executive Committee and a Managing Director of BCVI. By virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the shares of Common Stock held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 21, 2021 Filed Dec 21, 2021 23:35 UTC |
Salem Enrique TDirector
|
SaleCommon Stock | 20,721 | $148.59 | $3,078,914.74 |
DisclosureSEC source: 0000899243-21-049208 · doc4.xml · nonDerivative · entry 3 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 4,900 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $148.205 to $149.1925, inclusive. F1 · ownership.nature: Represents shares of Common Stock held directly by BCIP Venture Associates ("BCIP Venture"), BCIP Venture Associates-B ("BCIP Venture-B"), BCIP Venture Associates II, L.P. ("BCIP Venture II"), BCIP Venture Associates II-B, L.P. ("BCIP Venture II-B"), Bain Capital Venture Fund 2014, L.P. ("BCV Fund 2014"), Bain Capital Venture Partners 2014, L.P. ("BCV Partners 2014"), Bain Capital Venture Coinvestment Fund, L.P. ("BCV Coinvest Fund") and Bain Capital Venture Coinvestment Partners, L.P. ("BCV Coinvest Partners" and, collectively, the "Bain Capital Venture Entities"). F2 · ownership.nature: Bain Capital Venture Investors, LLC ("BCVI") is (i) the general partner of each of BCV Partners 2014, which is the general partner of BCV Fund 2014, and BCV Coinvest Partners, which is the general partner of BCV Coinvest Fund, and (ii) governs the investment strategy and decision-making process with respect to investments held by each of BCIP Venture, BCIP Venture-B, BCIP Venture II and BCIP Venture II-B. Mr. Salem is a member of the Executive Committee and a Managing Director of BCVI. By virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the shares of Common Stock held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 21, 2021 Filed Dec 21, 2021 23:35 UTC |
Salem Enrique TDirector
|
SaleCommon Stock | 12,143 | $147.82 | $1,794,996.47 |
DisclosureSEC source: 0000899243-21-049208 · doc4.xml · nonDerivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 25,621 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $147.20 to $148.19, inclusive. The reporting person undertakes to provide to DocuSign, Inc., any security holder of DocuSign, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (4) through (7) to this Form 4. F1 · ownership.nature: Represents shares of Common Stock held directly by BCIP Venture Associates ("BCIP Venture"), BCIP Venture Associates-B ("BCIP Venture-B"), BCIP Venture Associates II, L.P. ("BCIP Venture II"), BCIP Venture Associates II-B, L.P. ("BCIP Venture II-B"), Bain Capital Venture Fund 2014, L.P. ("BCV Fund 2014"), Bain Capital Venture Partners 2014, L.P. ("BCV Partners 2014"), Bain Capital Venture Coinvestment Fund, L.P. ("BCV Coinvest Fund") and Bain Capital Venture Coinvestment Partners, L.P. ("BCV Coinvest Partners" and, collectively, the "Bain Capital Venture Entities"). F2 · ownership.nature: Bain Capital Venture Investors, LLC ("BCVI") is (i) the general partner of each of BCV Partners 2014, which is the general partner of BCV Fund 2014, and BCV Coinvest Partners, which is the general partner of BCV Coinvest Fund, and (ii) governs the investment strategy and decision-making process with respect to investments held by each of BCIP Venture, BCIP Venture-B, BCIP Venture II and BCIP Venture II-B. Mr. Salem is a member of the Executive Committee and a Managing Director of BCVI. By virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the shares of Common Stock held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 23:35 UTC |
Salem Enrique TDirector
|
OtherCommon Stock | 624,736 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-049208 · doc4.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 37,764 F3 · kind: On December 17, 2021, certain of the Bain Capital Venture Entities distributed an aggregate of 624,736 shares of Common Stock to one or more partners in pro-rata in-kind distributions without consideration, including an aggregate of 12,790 shares of Common Stock that were distributed to Mr. Salem. F1 · ownership.nature: Represents shares of Common Stock held directly by BCIP Venture Associates ("BCIP Venture"), BCIP Venture Associates-B ("BCIP Venture-B"), BCIP Venture Associates II, L.P. ("BCIP Venture II"), BCIP Venture Associates II-B, L.P. ("BCIP Venture II-B"), Bain Capital Venture Fund 2014, L.P. ("BCV Fund 2014"), Bain Capital Venture Partners 2014, L.P. ("BCV Partners 2014"), Bain Capital Venture Coinvestment Fund, L.P. ("BCV Coinvest Fund") and Bain Capital Venture Coinvestment Partners, L.P. ("BCV Coinvest Partners" and, collectively, the "Bain Capital Venture Entities"). F2 · ownership.nature: Bain Capital Venture Investors, LLC ("BCVI") is (i) the general partner of each of BCV Partners 2014, which is the general partner of BCV Fund 2014, and BCV Coinvest Partners, which is the general partner of BCV Coinvest Fund, and (ii) governs the investment strategy and decision-making process with respect to investments held by each of BCIP Venture, BCIP Venture-B, BCIP Venture II and BCIP Venture II-B. Mr. Salem is a member of the Executive Committee and a Managing Director of BCVI. By virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the shares of Common Stock held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 18:15 UTC |
Gaylor CynthiaChief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000229 · wf-form4_163969650834874.xml · derivative · entry 4 Gaylor Cynthia · CIK 0001737543 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,802 Underlying: Common Stock · 1,200 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F5 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2021, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 18:15 UTC |
Gaylor CynthiaChief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000229 · wf-form4_163969650834874.xml · derivative · entry 3 Gaylor Cynthia · CIK 0001737543 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,212 Underlying: Common Stock · 3,019 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F3 · derivative.exercise_date: The RSUs will vest 25% over the first year, while the remaining will vest in equal quarterly installments over four years, with a vesting commencement date of September 10, 2020, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 18:15 UTC |
Gaylor CynthiaChief Financial Officer
|
Tax withholdingCommon Stock | 2,092 | $144.46 | $302,210.32 |
DisclosureSEC source: 0001261333-21-000229 · wf-form4_163969650834874.xml · nonDerivative · entry 2 Gaylor Cynthia · CIK 0001737543 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,519 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units ("RSU"). Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 18:15 UTC |
Gaylor CynthiaChief Financial Officer
|
Exercise / conversionCommon Stock | 4,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000229 · wf-form4_163969650834874.xml · nonDerivative · entry 1 Gaylor Cynthia · CIK 0001737543 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,611 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.