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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
February 28, 2021 Filed Mar 2, 2021 22:28 UTC
BEER JAMES ADirector
Exercise / conversionCommon Stock 155 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000031 · wf-form4_161472407813075.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 309

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
February 28, 2021 Filed Mar 2, 2021 22:25 UTC Exercise / conversionRestricted Stock Units · Derivative 238 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000026 · wf-form4_161472390500460.xml · derivative · entry 2

Briggs Teresa · CIK 0001767659 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,147

Underlying: Common Stock · 238 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 May 29, 2020, in each case subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
February 28, 2021 Filed Mar 2, 2021 22:25 UTC Exercise / conversionCommon Stock 238 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000026 · wf-form4_161472390500460.xml · nonDerivative · entry 1

Briggs Teresa · CIK 0001767659 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 715

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
February 12, 2021 Filed Feb 16, 2021 23:31 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionOption (Right to Buy) · Derivative 5,000 $0.00 Strike: $16.65 $0.00
Disclosure

SEC source: 0001261333-21-000015 · wf-form4_161351826191517.xml · derivative · entry 11

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,943

Underlying: Common Stock · 5,000 shares

Expires 2025-06-11

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

F10 · derivative.exercise_date: This stock option was fully vested on the transaction date.

Read SEC document
February 12, 2021 Filed Feb 16, 2021 23:31 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 409 $262.37 $107,310.27
Disclosure

SEC source: 0001261333-21-000015 · wf-form4_161351826191517.xml · nonDerivative · entry 10

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,696

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 $261.94 to $262.92. 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 12, 2021 Filed Feb 16, 2021 23:31 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 1,100 $261.34 $287,471.03
Disclosure

SEC source: 0001261333-21-000015 · wf-form4_161351826191517.xml · nonDerivative · entry 9

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,105

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 $260.84 to $261.79. 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 12, 2021 Filed Feb 16, 2021 23:31 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 955 $260.16 $248,455.76
Disclosure

SEC source: 0001261333-21-000015 · wf-form4_161351826191517.xml · nonDerivative · entry 8

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,205

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 $259.72 to $260.65. 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
February 12, 2021 Filed Feb 16, 2021 23:31 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 500 $258.66 $129,332.00
Disclosure

SEC source: 0001261333-21-000015 · wf-form4_161351826191517.xml · nonDerivative · entry 7

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,160

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 $258.35 to $259.21. 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 12, 2021 Filed Feb 16, 2021 23:31 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 700 $257.56 $180,294.03
Disclosure

SEC source: 0001261333-21-000015 · wf-form4_161351826191517.xml · nonDerivative · entry 6

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,660

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 $257.23 to $257.91. 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.

Read SEC document
February 12, 2021 Filed Feb 16, 2021 23:31 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 601 $256.59 $154,208.91
Disclosure

SEC source: 0001261333-21-000015 · wf-form4_161351826191517.xml · nonDerivative · entry 5

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,360

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 $256.15 to $257.12. 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
February 12, 2021 Filed Feb 16, 2021 23:31 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 435 $255.51 $111,145.81
Disclosure

SEC source: 0001261333-21-000015 · wf-form4_161351826191517.xml · nonDerivative · entry 4

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,961

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 $255.12 to $255.96. 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 12, 2021 Filed Feb 16, 2021 23:31 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 200 $254.20 $50,839.00
Disclosure

SEC source: 0001261333-21-000015 · wf-form4_161351826191517.xml · nonDerivative · entry 3

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,396

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 $254.03 to $254.36. 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 12, 2021 Filed Feb 16, 2021 23:31 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 100 $252.11 $25,211.00
Disclosure

SEC source: 0001261333-21-000015 · wf-form4_161351826191517.xml · nonDerivative · entry 2

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,596

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

Read SEC document
February 12, 2021 Filed Feb 16, 2021 23:31 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionCommon Stock 5,000 $16.65 $83,250.00
Disclosure

SEC source: 0001261333-21-000015 · wf-form4_161351826191517.xml · nonDerivative · entry 1

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,696

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

Read SEC document
February 10, 2021 Filed Feb 11, 2021 22:10 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 100 $261.42 $26,142.00
Disclosure

SEC source: 0001261333-21-000013 · wf-form4_161308142421889.xml · nonDerivative · entry 9

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,946

Read SEC document
February 10, 2021 Filed Feb 11, 2021 22:10 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 500 $260.24 $130,118.00
Disclosure

SEC source: 0001261333-21-000013 · wf-form4_161308142421889.xml · nonDerivative · entry 8

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,046

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 $259.93 to $260.76. 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
February 10, 2021 Filed Feb 11, 2021 22:10 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 700 $259.29 $181,503.98
Disclosure

SEC source: 0001261333-21-000013 · wf-form4_161308142421889.xml · nonDerivative · entry 7

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,546

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 $258.85 to $259.77. 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
February 10, 2021 Filed Feb 11, 2021 22:10 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 800 $258.11 $206,484.16
Disclosure

SEC source: 0001261333-21-000013 · wf-form4_161308142421889.xml · nonDerivative · entry 6

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204,246

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 $257.61 to $258.54. 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
February 10, 2021 Filed Feb 11, 2021 22:10 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 1,104 $256.77 $283,478.72
Disclosure

SEC source: 0001261333-21-000013 · wf-form4_161308142421889.xml · nonDerivative · entry 5

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 205,046

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 $256.31 to $257.17. 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.

Read SEC document
February 10, 2021 Filed Feb 11, 2021 22:10 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 1,596 $255.57 $407,888.92
Disclosure

SEC source: 0001261333-21-000013 · wf-form4_161308142421889.xml · nonDerivative · entry 4

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,150

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 $255.22 to $256.15. 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 10, 2021 Filed Feb 11, 2021 22:10 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 400 $254.42 $101,768.00
Disclosure

SEC source: 0001261333-21-000013 · wf-form4_161308142421889.xml · nonDerivative · entry 3

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 207,746

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 $254.15 to $254.74. 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 10, 2021 Filed Feb 11, 2021 22:10 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 200 $253.20 $50,639.00
Disclosure

SEC source: 0001261333-21-000013 · wf-form4_161308142421889.xml · nonDerivative · entry 2

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 208,146

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 $253.10 to $253.29. 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 10, 2021 Filed Feb 11, 2021 22:10 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 400 $251.96 $100,782.00
Disclosure

SEC source: 0001261333-21-000013 · wf-form4_161308142421889.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 208,346

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 $251.48 to $252.31. 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
February 01, 2021 Filed Feb 3, 2021 00:31 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 190,136 $0.00 Strike: $18.02 $0.00
Disclosure

SEC source: 0001261333-21-000011 · wf-form4_161231228915094.xml · derivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,799,686

Underlying: Common Stock · 190,136 shares

Expires 2027-01-22

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.

F11 · derivative.exercise_date: Twenty-Five percent of the shares subject to the option shall vest on January 11, 2018 and the balance of the shares shall vest in equal monthly installments thereafter for 36 months.

Read SEC document
February 01, 2021 Filed Feb 3, 2021 00:31 UTC
Springer Daniel D.Director · President and CEO
SaleCommon Stock 800 $233.46 $186,765.04
Disclosure

SEC source: 0001261333-21-000011 · wf-form4_161231228915094.xml · nonDerivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,494,378

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 $233.22 to $233.81. 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 01, 2021 Filed Feb 3, 2021 00:31 UTC
Springer Daniel D.Director · President and CEO
SaleCommon Stock 12,285 $232.53 $2,856,681.42
Disclosure

SEC source: 0001261333-21-000011 · wf-form4_161231228915094.xml · nonDerivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,495,178

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 $232.20 to $233.19. 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 sold at each separate price.

Read SEC document
February 01, 2021 Filed Feb 3, 2021 00:31 UTC
Springer Daniel D.Director · President and CEO
SaleCommon Stock 34,076 $231.51 $7,888,849.57
Disclosure

SEC source: 0001261333-21-000011 · wf-form4_161231228915094.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,507,463

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 $231.20 to $232.19. 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 sold at each separate price.

Read SEC document
February 01, 2021 Filed Feb 3, 2021 00:31 UTC
Springer Daniel D.Director · President and CEO
SaleCommon Stock 91,972 $230.73 $21,220,285.69
Disclosure

SEC source: 0001261333-21-000011 · wf-form4_161231228915094.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,541,539

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 $230.20 to $231.19. 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 sold at each separate price.

Read SEC document
February 01, 2021 Filed Feb 3, 2021 00:31 UTC
Springer Daniel D.Director · President and CEO
SaleCommon Stock 115,742 $229.75 $26,591,759.22
Disclosure

SEC source: 0001261333-21-000011 · wf-form4_161231228915094.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,633,511

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 $229.20 to $230.19 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 sold at each separate price.

Read SEC document
February 01, 2021 Filed Feb 3, 2021 00:31 UTC
Springer Daniel D.Director · President and CEO
SaleCommon Stock 31,364 $228.67 $7,172,103.11
Disclosure

SEC source: 0001261333-21-000011 · wf-form4_161231228915094.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,749,253

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 $228.20 to $229.195. 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 01, 2021 Filed Feb 3, 2021 00:31 UTC
Springer Daniel D.Director · President and CEO
SaleCommon Stock 29,738 $227.83 $6,775,193.67
Disclosure

SEC source: 0001261333-21-000011 · wf-form4_161231228915094.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,780,617

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 $227.18 to $228.16. 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 01, 2021 Filed Feb 3, 2021 00:31 UTC
Springer Daniel D.Director · President and CEO
SaleCommon Stock 26,802 $226.50 $6,070,535.07
Disclosure

SEC source: 0001261333-21-000011 · wf-form4_161231228915094.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,810,355

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 $226.09 to $226.83. 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 01, 2021 Filed Feb 3, 2021 00:31 UTC
Springer Daniel D.Director · President and CEO
SaleCommon Stock 13,700 $225.42 $3,088,207.42
Disclosure

SEC source: 0001261333-21-000011 · wf-form4_161231228915094.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,837,157

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 $225.06 to $225.99. 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 01, 2021 Filed Feb 3, 2021 00:31 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionCommon Stock 190,136 $18.02 $3,426,250.72
Disclosure

SEC source: 0001261333-21-000011 · wf-form4_161231228915094.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,850,857

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 29, 2021 Filed Jan 29, 2021 22:14 UTC
SHERIDAN MICHAEL JFormer Chief Financial Officer
GiftCommon Stock 4,000 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000004 · wf-form5_161195847928839.xml · nonDerivative · entry 4

SHERIDAN MICHAEL J · CIK 0001229077 · Former Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · by Children

Disclosed balance after: 0

Read SEC document
January 06, 2021 Filed Jan 7, 2021 23:13 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 600 $227.82 $136,689.00
Disclosure

SEC source: 0001261333-21-000002 · wf-form4_161006116792457.xml · nonDerivative · entry 9

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 208,746

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 $227.51 to $227.96. 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 06, 2021 Filed Jan 7, 2021 23:13 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 1,100 $227.00 $249,695.93
Disclosure

SEC source: 0001261333-21-000002 · wf-form4_161006116792457.xml · nonDerivative · entry 8

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 209,346

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 $226.45 to $227.41. 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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January 06, 2021 Filed Jan 7, 2021 23:13 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 1,207 $225.82 $272,565.46
Disclosure

SEC source: 0001261333-21-000002 · wf-form4_161006116792457.xml · nonDerivative · entry 7

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 210,446

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 $225.44 to $226.25. 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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January 06, 2021 Filed Jan 7, 2021 23:13 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 900 $224.96 $202,467.96
Disclosure

SEC source: 0001261333-21-000002 · wf-form4_161006116792457.xml · nonDerivative · entry 6

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 211,653

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 $224.42 to $225.36. 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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January 06, 2021 Filed Jan 7, 2021 23:13 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 806 $223.66 $180,268.43
Disclosure

SEC source: 0001261333-21-000002 · wf-form4_161006116792457.xml · nonDerivative · entry 5

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 212,553

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 $223.24 to $223.90. 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.

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January 06, 2021 Filed Jan 7, 2021 23:13 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 387 $222.36 $86,053.55
Disclosure

SEC source: 0001261333-21-000002 · wf-form4_161006116792457.xml · nonDerivative · entry 4

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 213,359

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 $220.00 to $222.88. 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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January 06, 2021 Filed Jan 7, 2021 23:13 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 500 $221.27 $110,634.00
Disclosure

SEC source: 0001261333-21-000002 · wf-form4_161006116792457.xml · nonDerivative · entry 3

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 213,746

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 $220.99 to $221.53. 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.

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January 06, 2021 Filed Jan 7, 2021 23:13 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 300 $219.59 $65,877.99
Disclosure

SEC source: 0001261333-21-000002 · wf-form4_161006116792457.xml · nonDerivative · entry 2

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 214,246

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 $219.43 to $219.76. 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.

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December 30, 2020 Filed Jan 7, 2021 23:13 UTC
OLRICH SCOTT V.Chief Operating Officer
GiftCommon Stock 49,500 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000002 · wf-form4_161006116792457.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 214,546

Read SEC document
December 30, 2020 Filed Jun 10, 2021 23:38 UTC Amendment
OLRICH SCOTT V.Chief Operating Officer
GiftCommon Stock 49,500 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000114 · wf-form4a_162336831870200.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 49,500

F1 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee.

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December 29, 2020 Filed Feb 3, 2021 00:31 UTC
Springer Daniel D.Director · President and CEO
GiftCommon Stock 2,713 $0.00 $0.00
Disclosure

SEC source: 0001261333-21-000011 · wf-form4_161231228915094.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,660,721

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December 28, 2020 Filed Dec 29, 2020 23:02 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionOption (Right to Buy) · Derivative 8,000 $0.00 Strike: $0.97 $0.00
Disclosure

SEC source: 0001261333-20-000280 · wf-form4_160928294720737.xml · derivative · entry 2

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,177

Underlying: Common Stock · 8,000 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.

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December 28, 2020 Filed Dec 29, 2020 23:02 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionCommon Stock 8,000 $0.97 $7,760.00
Disclosure

SEC source: 0001261333-20-000280 · wf-form4_160928294720737.xml · nonDerivative · entry 1

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,696

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 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 336 $249.36 $83,786.47
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 16

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Children's Trusts

Disclosed balance after: 73,058

F11 · kind: The transaction was effected pursuant to Rule 10b5-1 plans adopted by each of the Children's Trusts, respectively.

F18 · price: The shares were sold at prices ranging from $249.03 to $249.70. 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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December 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 904 $248.51 $224,652.05
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 15

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Children's Trusts

Disclosed balance after: 73,394

F11 · kind: The transaction was effected pursuant to Rule 10b5-1 plans adopted by each of the Children's Trusts, respectively.

F17 · price: The shares were sold at prices ranging from $248.02 to $248.93. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

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