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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
May 11, 2021 Filed May 12, 2021 23:45 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 323 $182.97 $59,097.99
Disclosure

SEC source: 0001261333-21-000082 · wf-form4_162086313515130.xml · nonDerivative · entry 3

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 218,605

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 $182.75 to $183.39. 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
May 11, 2021 Filed May 12, 2021 23:45 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 502 $181.49 $91,105.47
Disclosure

SEC source: 0001261333-21-000082 · wf-form4_162086313515130.xml · nonDerivative · entry 2

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 218,928

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 $181.10 to $181.58. 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.

Read SEC document
May 11, 2021 Filed May 12, 2021 23:45 UTC
OLRICH SCOTT V.Chief Operating Officer
Exercise / conversionCommon Stock 12,500 $16.21 $202,625.00
Disclosure

SEC source: 0001261333-21-000082 · wf-form4_162086313515130.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 219,430

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
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
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: 0001261333-21-000116 · wf-form4a_162336855398755.xml · derivative · entry 23

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 587,500

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.

F21 · derivative.exercise_date: This stock option was fully vested on the transaction date.

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 370 $195.92 $72,489.25
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 22

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 48,665

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

F20 · price: The shares were sold at prices ranging from $195.33 to $196.27. 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.

F14 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 139 $194.59 $27,047.97
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 21

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 49,035

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

F19 · price: The shares were sold at prices ranging from $194.20 to $195.17. 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.

F14 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 20 $193.06 $3,861.20
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 20

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 49,174

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

F14 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 44 $190.23 $8,370.12
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 19

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 49,194

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 $190.05 to $190.38. 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.

F14 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 38 $188.90 $7,178.34
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 18

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 49,238

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 $188.90 to $188.91. 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.

F14 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 66 $188.11 $12,415.30
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 17

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 49,276

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 $187.89 to $188.48. 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.

F14 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 88 $187.17 $16,470.72
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 16

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 49,342

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 $186.75 to $187.43. 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.

F14 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 23 $183.39 $4,217.97
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 15

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 49,430

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

F14 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 47 $181.44 $8,527.77
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 14

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 49,453

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 $181.10 to $181.58. 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.

F14 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 3,044 $196.17 $597,143.61
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 13

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,930

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 $195.93 to $196.58. 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.

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 3,200 $195.48 $625,527.04
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 12

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 209,974

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 $194.89 to $195.86. 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
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 1,700 $194.41 $330,501.08
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 11

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 213,174

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 $193.88 to $194.87. 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
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 100 $192.85 $19,285.00
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 10

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 214,874

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

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 200 $191.81 $38,362.00
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 9

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 214,974

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 $191.39 to $192.23. 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.

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 401 $190.21 $76,273.29
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 8

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 215,174

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 $189.93 to $190.46. 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.

Read SEC document
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 500 $189.36 $94,680.00
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 7

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 215,575

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 $188.78 to $189.76. 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
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 1,000 $188.12 $188,117.00
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 6

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,075

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 $187.75 to $188.64. 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
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 1,300 $187.23 $243,399.00
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 5

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 217,075

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 $186.69 to $187.57. 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
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 300 $185.84 $55,751.01
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 4

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 218,375

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 $185.53 to $186.33. 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
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 300 $182.93 $54,879.99
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 3

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 218,675

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 $182.75 to $183.03. 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
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 455 $181.49 $82,577.72
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 2

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 218,975

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 $181.45 to $181.54. 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
May 11, 2021 Filed Jun 10, 2021 23:43 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
Exercise / conversionCommon Stock 12,500 $16.21 $202,625.00
Disclosure

SEC source: 0001261333-21-000116 · wf-form4a_162336855398755.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 219,430

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
April 15, 2021 Filed Apr 16, 2021 23:26 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionOption (Right to Buy) · Derivative 40,000 $0.00 Strike: $0.97 $0.00
Disclosure

SEC source: 0001261333-21-000075 · wf-form4_161861557686813.xml · derivative · entry 2

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,177

Underlying: Common Stock · 40,000 shares

Expires 2021-12-13

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
April 15, 2021 Filed Apr 16, 2021 23:26 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionCommon Stock 40,000 $0.97 $38,800.00
Disclosure

SEC source: 0001261333-21-000075 · wf-form4_161861557686813.xml · nonDerivative · entry 1

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 145,419

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
April 09, 2021 Filed Apr 12, 2021 21:08 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionOption (Right to Buy) · Derivative 20,000 $0.00 Strike: $0.97 $0.00
Disclosure

SEC source: 0001261333-21-000065 · wf-form4_161826168346433.xml · derivative · entry 2

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,177

Underlying: Common Stock · 20,000 shares

Expires 2021-12-13

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
April 09, 2021 Filed Apr 12, 2021 21:08 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionCommon Stock 20,000 $0.97 $19,400.00
Disclosure

SEC source: 0001261333-21-000065 · wf-form4_161826168346433.xml · nonDerivative · entry 1

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,419

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
April 08, 2021 Filed Apr 9, 2021 23:04 UTC SaleCommon Stock 7,500 $212.30 $1,592,250.00
Disclosure

SEC source: 0000899243-21-015503 · doc4.xml · nonDerivative · entry 2

Salem Enrique T · CIK 0001295402 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136,809

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $211.685 to $212.62, inclusive.

Read SEC document
April 07, 2021 Filed Apr 8, 2021 21:35 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 1,000 $207.53 $207,533.00
Disclosure

SEC source: 0001261333-21-000063 · wf-form4_161791772941858.xml · nonDerivative · entry 3

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,930

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 $207.00 to $207.90. 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
April 07, 2021 Filed Apr 8, 2021 21:35 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 1,941 $206.17 $400,183.54
Disclosure

SEC source: 0001261333-21-000063 · wf-form4_161791772941858.xml · nonDerivative · entry 2

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 207,930

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 $205.86 to 206.71. 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.

Read SEC document
April 07, 2021 Filed Apr 8, 2021 21:35 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 2,859 $205.48 $587,462.17
Disclosure

SEC source: 0001261333-21-000063 · wf-form4_161791772941858.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 209,871

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 $204.80 to $205.77. 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.

Read SEC document
April 07, 2021 Filed Apr 9, 2021 23:04 UTC SaleCommon Stock 7,500 $205.49 $1,541,175.00
Disclosure

SEC source: 0000899243-21-015503 · doc4.xml · nonDerivative · entry 1

Salem Enrique T · CIK 0001295402 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 144,309

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $205.44 to $205.57, inclusive.

Read SEC document
March 29, 2021 Filed Jun 17, 2021 00:24 UTC
Springer Daniel D.Director · President and CEO
GiftCommon Stock 2,713 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000136 · wf-form4_162388944660072.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,567,581

Read SEC document
March 17, 2021 Filed Mar 18, 2021 23:37 UTC Exercise / conversionRestricted Stock Units · Derivative 1,742 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000052 · wf-form4_161611066208984.xml · derivative · entry 2

Wilderotter Mary Agnes · CIK 0001180610 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,742 shares

Expires not disclosed

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

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

F2 · derivative.exercise_date: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of March 17, 2018, in each case subject to the Reporting Person serving as a Director of the Board of the Issuer through each such date.

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

Read SEC document
March 17, 2021 Filed Mar 18, 2021 23:37 UTC Exercise / conversionCommon Stock 1,742 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000052 · wf-form4_161611066208984.xml · nonDerivative · entry 1

Wilderotter Mary Agnes · CIK 0001180610 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,762

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
March 17, 2021 Filed Mar 18, 2021 23:37 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 303 $214.97 $65,134.70
Disclosure

SEC source: 0001261333-21-000051 · wf-form4_161611064201549.xml · nonDerivative · entry 10

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,419

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 $214.58 to $215.60. 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
March 17, 2021 Filed Mar 18, 2021 23:37 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 657 $213.88 $140,518.90
Disclosure

SEC source: 0001261333-21-000051 · wf-form4_161611064201549.xml · nonDerivative · entry 9

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,722

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 $213.42 to $214.39. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

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March 17, 2021 Filed Mar 18, 2021 23:37 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 882 $212.79 $187,684.66
Disclosure

SEC source: 0001261333-21-000051 · wf-form4_161611064201549.xml · nonDerivative · entry 8

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,379

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 $212.33 to $213.31. 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
March 17, 2021 Filed Mar 18, 2021 23:37 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 564 $211.93 $119,526.66
Disclosure

SEC source: 0001261333-21-000051 · wf-form4_161611064201549.xml · nonDerivative · entry 7

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,261

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 $211.33 to $212.32. 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
March 17, 2021 Filed Mar 18, 2021 23:37 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 447 $210.66 $94,165.15
Disclosure

SEC source: 0001261333-21-000051 · wf-form4_161611064201549.xml · nonDerivative · entry 6

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,825

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 $210.19 to $211.12. 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
March 17, 2021 Filed Mar 18, 2021 23:37 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 940 $209.65 $197,066.68
Disclosure

SEC source: 0001261333-21-000051 · wf-form4_161611064201549.xml · nonDerivative · entry 5

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,272

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 $209.14 to $210.13. 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.

Read SEC document
March 17, 2021 Filed Mar 18, 2021 23:37 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 368 $208.60 $76,763.51
Disclosure

SEC source: 0001261333-21-000051 · wf-form4_161611064201549.xml · nonDerivative · entry 4

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,212

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 $208.06 to $ 209.03. 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
March 17, 2021 Filed Mar 18, 2021 23:37 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 648 $207.39 $134,389.11
Disclosure

SEC source: 0001261333-21-000051 · wf-form4_161611064201549.xml · nonDerivative · entry 3

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,580

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 $207.06 to $208.01. 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
March 17, 2021 Filed Mar 18, 2021 23:37 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 1,482 $206.62 $306,215.73
Disclosure

SEC source: 0001261333-21-000051 · wf-form4_161611064201549.xml · nonDerivative · entry 2

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,228

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 $206.06 to $207.05. 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
March 17, 2021 Filed Mar 18, 2021 23:37 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 361 $205.51 $74,187.31
Disclosure

SEC source: 0001261333-21-000051 · wf-form4_161611064201549.xml · nonDerivative · entry 1

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,710

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 $205.03 to $205.935. 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
March 15, 2021 Filed Mar 16, 2021 19:58 UTC
Phi Tram TSVP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 734 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000047 · wf-form4_161593910854777.xml · derivative · entry 4

Phi Tram T · CIK 0001424551 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,546

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.

F3 · derivative.exercise_price: Each restricted stock unit ("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 June 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.

F5 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
March 15, 2021 Filed Mar 16, 2021 19:58 UTC
Phi Tram TSVP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 3,683 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000047 · wf-form4_161593910854777.xml · derivative · entry 3

Phi Tram T · CIK 0001424551 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,830

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.

F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer upon vesting.

F4 · 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.

F5 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

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.