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Nasdaq · USD

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

Insider transactions

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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
December 15, 2021 Filed Dec 16, 2021 18:16 UTC
Phi Tram TSVP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 764 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000231 · wf-form4_163969655235191.xml · derivative · entry 5

Phi Tram T · CIK 0001424551 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,692

Underlying: Common Stock · 764 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.

F6 · 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 18:16 UTC
Phi Tram TSVP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 734 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000231 · wf-form4_163969655235191.xml · derivative · entry 4

Phi Tram T · CIK 0001424551 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,343

Underlying: Common Stock · 734 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 sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through each such date.The RSUs 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 18:16 UTC
Phi Tram TSVP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 3,683 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000231 · wf-form4_163969655235191.xml · derivative · entry 3

Phi Tram T · CIK 0001424551 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,781

Underlying: Common Stock · 3,683 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: Twenty-five percent of the total RSUs granted vested on July 10, 2020, and the balance of the RSUs shall vest in twelve equal quarterly installments until fully vested on July 20, 2023, in each case subject to the Reporting Person being a service provider through each such date. The RSUs 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 18:16 UTC
Phi Tram TSVP, General Counsel
Tax withholdingCommon Stock 2,570 $144.46 $371,262.20
Disclosure

SEC source: 0001261333-21-000231 · wf-form4_163969655235191.xml · nonDerivative · entry 2

Phi Tram T · CIK 0001424551 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,766

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 18:16 UTC
Phi Tram TSVP, General Counsel
Exercise / conversionCommon Stock 5,181 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000231 · wf-form4_163969655235191.xml · nonDerivative · entry 1

Phi Tram T · CIK 0001424551 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,336

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
December 15, 2021 Filed Dec 16, 2021 23:16 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionPerformance Stock Units · Derivative 5,040 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · derivative · entry 9

Springer Daniel D. · CIK 0001517205 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,080

Underlying: Common Stock · 5,040 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.

F9 · derivative.exercise_date: Represents shares issuable on settlement of performance stock units granted to the Reporting Person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs began vesting upon the achievement of specified performance metrics achieved during the Issuer's fiscal year ending January 31, 2019. Twenty-five percent of the PSUs vested on April 22, 2019, and the balance of the PSUs shall vest in twelve equal quarterly installments starting May 10, 2019, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.

F9 · derivative.expiration_date: Represents shares issuable on settlement of performance stock units granted to the Reporting Person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs began vesting upon the achievement of specified performance metrics achieved during the Issuer's fiscal year ending January 31, 2019. Twenty-five percent of the PSUs vested on April 22, 2019, and the balance of the PSUs shall vest in twelve equal quarterly installments starting May 10, 2019, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date.

Read SEC document
December 15, 2021 Filed Dec 16, 2021 23:16 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionPerformance Stock Units · Derivative 5,039 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · derivative · entry 8

Springer Daniel D. · CIK 0001517205 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,079

Underlying: Common Stock · 5,039 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.

F8 · derivative.exercise_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the Reporting Person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, subject to Reporting Person's continued service with the Issuer through each such vesting date.

F8 · derivative.expiration_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the Reporting Person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, subject to Reporting Person's continued service with the Issuer through each such vesting date.

Read SEC document
December 15, 2021 Filed Dec 16, 2021 23:16 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 2,182 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · derivative · entry 7

Springer Daniel D. · CIK 0001517205 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,548

Underlying: Common Stock · 2,182 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.

F7 · 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 23:16 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 3,337 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · derivative · entry 6

Springer Daniel D. · CIK 0001517205 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,373

Underlying: Common Stock · 3,337 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.

F6 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through 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 achange 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 23:16 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 5,382 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · derivative · entry 5

Springer Daniel D. · CIK 0001517205 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,292

Underlying: Common Stock · 5,382 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 sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2019, in each case subject to the Reporting Person being a service provider through each such date.The RSUs 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 23:16 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 6,719 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · derivative · entry 4

Springer Daniel D. · CIK 0001517205 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,438

Underlying: Common Stock · 6,719 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 in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2018, in each case subject to the Reporting Person being a service provider through each such date.The RSUs 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 23:16 UTC
Springer Daniel D.Director · President and CEO
Tax withholdingCommon Stock 13,737 $144.46 $1,984,447.02
Disclosure

SEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · nonDerivative · entry 3

Springer Daniel D. · CIK 0001517205 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,599,575

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 23:16 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionCommon Stock 27,699 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · nonDerivative · entry 2

Springer Daniel D. · CIK 0001517205 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,613,312

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
December 15, 2021 Filed Dec 16, 2021 23:16 UTC
Springer Daniel D.Director · President and CEO
GiftCommon Stock 4,395 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · nonDerivative · entry 1

Springer Daniel D. · CIK 0001517205 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,585,613

Read SEC document
December 15, 2021 Filed Dec 16, 2021 23:15 UTC
OLRICH SCOTT V.Chief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 1,309 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000230 · wf-form4_163969652972436.xml · derivative · entry 5

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,329

Underlying: Common Stock · 1,309 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 the Issuer's common stock.

F6 · 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 23:15 UTC
OLRICH SCOTT V.Chief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 1,468 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000230 · wf-form4_163969652972436.xml · derivative · entry 4

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,685

Underlying: Common Stock · 1,468 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 the Issuer's common stock.

F5 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through 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 achange 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 23:15 UTC
OLRICH SCOTT V.Chief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 3,071 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000230 · wf-form4_163969652972436.xml · derivative · entry 3

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,428

Underlying: Common Stock · 3,071 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 the Issuer's common stock.

F3 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2019, in each case subject to the Reporting Person being a service provider through each such date. The RSUs 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 23:15 UTC
OLRICH SCOTT V.Chief Operating Officer
Tax withholdingCommon Stock 2,901 $144.46 $419,078.46
Disclosure

SEC source: 0001261333-21-000230 · wf-form4_163969652972436.xml · nonDerivative · entry 2

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 227,716

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 23:15 UTC
OLRICH SCOTT V.Chief Operating Officer
Exercise / conversionCommon Stock 5,848 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000230 · wf-form4_163969652972436.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 230,617

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
December 15, 2021 Filed Dec 16, 2021 23:15 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 873 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · derivative · entry 6

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,220

Underlying: Common Stock · 873 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.

F7 · 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 23:15 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 1,193 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · derivative · entry 5

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,932

Underlying: Common Stock · 1,193 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.

F6 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through 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 23:15 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 4,719 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · derivative · entry 4

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,600

Underlying: Common Stock · 4,719 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 sixteen equal quarterly installments over four years, with a vesting commencement date of February 10, 2019, in each case subject to the Reporting Person being a service provider through each such date. The RSUs 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 23:15 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,750 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · derivative · entry 3

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,500

Underlying: Common Stock · 3,750 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 in sixteen equal quarterly installments over four years, with a vest commencement date of May 10, 2018, in each case subject to the Reporting Person being a service provider through each such date. The RSUs 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 23:15 UTC
Alhadeff LorenChief Revenue Officer
Tax withholdingCommon Stock 4,147 $144.46 $599,075.62
Disclosure

SEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · nonDerivative · entry 2

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 149,815

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 23:15 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionCommon Stock 10,535 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · nonDerivative · entry 1

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,962

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
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 12,500 $0.00 Strike: $16.21 $0.00
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · derivative · entry 18

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 500,000

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.

F19 · derivative.exercise_date: This stock option was fully vested on the transaction date.

Read SEC document
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 60 $145.87 $8,752.00
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 17

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 42,820

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

F18 · price: The shares were sold at prices ranging from $145.68 to $145.97. 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.

F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 55 $144.98 $7,974.05
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 16

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 42,880

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

F17 · price: The shares were sold at prices ranging from $144.59 to $145.34. 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 sold at each separate price.

F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 266 $144.06 $38,319.69
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 15

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 42,935

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

F16 · price: The shares were sold at prices ranging from $143.53 to $144.46. 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.

F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 280 $142.98 $40,033.34
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 14

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 43,201

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 $142.52 to $143.48. 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.

F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 44 $141.79 $6,238.68
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 13

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 43,481

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 $141.42 to $142.23. 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.

F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 40 $140.64 $5,625.40
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 12

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 43,525

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 $140.14 to $141.13. 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.

F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 43 $139.13 $5,982.41
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 11

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 43,565

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 $138.76 to $139.53. 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.

F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 47 $138.23 $6,496.69
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 10

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 43,608

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

F10 · price: The shares were sold at prices ranging from $137.63 to $138.53. 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.

F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 1,300 $145.50 $189,154.03
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 9

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 224,769

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 $145.16 to $146.05. 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
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 3,160 $144.52 $456,686.99
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 8

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 226,069

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 $144.15 to $145.12. 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
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 2,888 $143.52 $414,475.36
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 7

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 229,229

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 $143.03 to $144.01. 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
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 2,811 $142.72 $401,179.45
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 6

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 232,117

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 $142.01 to $142.98. 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
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 600 $141.33 $84,799.02
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 5

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 234,928

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 $140.81 to $141.63. 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
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 900 $140.21 $126,189.00
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 4

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 235,528

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 $139.72 to $140.65. 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
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 400 $139.11 $55,644.00
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 3

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 236,428

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 $138.60 to $139.51. 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
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 441 $137.76 $60,751.85
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 2

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 236,828

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 $137.51 to $138.03. 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
December 14, 2021 Filed Dec 15, 2021 21:23 UTC
OLRICH SCOTT V.Chief Operating Officer
Exercise / conversionCommon Stock 12,500 $16.21 $202,625.00
Disclosure

SEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 237,269

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
December 08, 2021 Filed Dec 8, 2021 21:21 UTC
Springer Daniel D.Director · President and CEO
PurchaseCommon Stock 1 $149.15 $149.15
Disclosure

SEC source: 0001261333-21-000220 · wf-form4_163899850577779.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: 34,751

F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee.

Read SEC document
December 08, 2021 Filed Dec 8, 2021 21:21 UTC
Springer Daniel D.Director · President and CEO
PurchaseCommon Stock 75 $142.38 $10,678.35
Disclosure

SEC source: 0001261333-21-000220 · wf-form4_163899850577779.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: 34,750

F3 · price: The shares were bought at prices ranging from $142.04 to $142.51. 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
December 08, 2021 Filed Dec 8, 2021 21:21 UTC
Springer Daniel D.Director · President and CEO
PurchaseCommon Stock 1,000 $141.17 $141,165.30
Disclosure

SEC source: 0001261333-21-000220 · wf-form4_163899850577779.xml · nonDerivative · entry 1

Springer Daniel D. · CIK 0001517205 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 34,675

F1 · price: The shares were bought at prices ranging from $140.40 to $141.33. 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
December 07, 2021 Filed Dec 8, 2021 01:48 UTC
Springer Daniel D.Director · President and CEO
PurchaseCommon Stock 3,900 $146.91 $572,943.15
Disclosure

SEC source: 0001261333-21-000218 · wf-form4_163892806831583.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: 33,675

F9 · price: The shares were bought at prices ranging from $146.62 to $147.38. 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 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
December 07, 2021 Filed Dec 8, 2021 01:48 UTC
Springer Daniel D.Director · President and CEO
PurchaseCommon Stock 6,507 $145.95 $949,714.87
Disclosure

SEC source: 0001261333-21-000218 · wf-form4_163892806831583.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: 29,775

F8 · price: The shares were bought at prices ranging from $145.56 to $146.53. 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 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
December 07, 2021 Filed Dec 8, 2021 01:48 UTC
Springer Daniel D.Director · President and CEO
PurchaseCommon Stock 8,607 $144.92 $1,247,304.92
Disclosure

SEC source: 0001261333-21-000218 · wf-form4_163892806831583.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: 23,268

F7 · price: The shares were bought at prices ranging from $144.52 to $145.42. 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
December 07, 2021 Filed Dec 8, 2021 01:48 UTC
Springer Daniel D.Director · President and CEO
PurchaseCommon Stock 5,120 $144.21 $738,330.62
Disclosure

SEC source: 0001261333-21-000218 · wf-form4_163892806831583.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: 14,661

F6 · price: The shares were bought at prices ranging from $143.52 to $144.51. 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

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