Tapewire

Nasdaq · USD

DOCU

DOCUSIGN, INC.

Export transactions ↓
Tapewire entity
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

JSON API
Reset

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 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 1,375 $247.44 $340,236.33
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 14

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Children's Trusts

Disclosed balance after: 74,298

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

F16 · price: The shares were sold at prices ranging from $246.98 to $247.84. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
December 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 300 $245.67 $73,700.01
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 13

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Children's Trusts

Disclosed balance after: 75,673

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

F15 · price: The shares were sold at prices ranging from $245.37 to $245.82. 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 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 499 $244.17 $121,840.33
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 12

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Children's Trusts

Disclosed balance after: 75,973

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

F14 · price: The shares were sold at prices ranging from $243.66 to $244.52. 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 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 400 $241.96 $96,784.00
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 11

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Children's Trusts

Disclosed balance after: 76,472

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

F13 · price: The shares were sold at prices ranging from $241.91 to $242.01. 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 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 752 $241.21 $181,388.79
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 10

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Children's Trusts

Disclosed balance after: 76,872

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

F12 · price: The shares were sold at prices ranging from $240.58 to $241.50. 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 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 1,072 $249.37 $267,327.21
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 9

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 179,003

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

F10 · price: The shares were sold at prices ranging from $249.03 to $249.72. 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 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 2,606 $248.38 $647,288.70
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 8

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 180,075

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

F9 · price: The shares were sold at prices ranging from $247.98 to $248.96. 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
December 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 3,218 $247.50 $796,459.18
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 7

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 182,681

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

F8 · price: The shares were sold at prices ranging from $246.98 to $247.93. 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.

Read SEC document
December 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 725 $246.23 $178,517.48
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 6

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 185,899

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

F7 · price: The shares were sold at prices ranging from $245.73 to $246.70. 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.

Read SEC document
December 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 500 $245.10 $122,548.00
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 5

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 186,624

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

F6 · price: The shares were sold at prices ranging from $244.69 to $245.47. 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 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 1,170 $244.02 $285,502.46
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 4

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 187,124

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

F5 · price: The shares were sold at prices ranging from $243.61 to $244.55. 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 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 400 $242.70 $97,079.00
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 3

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 188,294

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

F4 · price: The shares were sold at prices ranging from $242.50 to $ 243.27. 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.

Read SEC document
December 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 900 $241.82 $217,635.03
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 2

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 188,694

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

F3 · price: The shares were sold at prices ranging from $241.46 to $242.30. 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 21, 2020 Filed Dec 22, 2020 23:41 UTC
Solvik PeterDirector
SaleCommon Stock 1,295 $240.96 $312,037.24
Disclosure

SEC source: 0001261333-20-000278 · wf-form4_160868050144069.xml · nonDerivative · entry 1

Solvik Peter · CIK 0001686308 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 189,594

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

F2 · price: The shares were sold at prices ranging from $240.46 to $241.38. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
December 17, 2020 Filed Dec 18, 2020 22:13 UTC Exercise / conversionRestricted Stock Units · Derivative 1,741 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000275 · wf-form4_160832958023977.xml · derivative · entry 2

Wilderotter Mary Agnes · CIK 0001180610 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,742

Underlying: Common Stock · 1,741 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
December 17, 2020 Filed Dec 18, 2020 22:13 UTC Exercise / conversionCommon Stock 1,741 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000275 · wf-form4_160832958023977.xml · nonDerivative · entry 1

Wilderotter Mary Agnes · CIK 0001180610 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,662

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 17, 2020 Filed Dec 18, 2020 22:13 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 967 $247.04 $238,891.06
Disclosure

SEC source: 0001261333-20-000276 · wf-form4_160832959568275.xml · nonDerivative · entry 8

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,696

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 $246.85 to $247.63. 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 17, 2020 Filed Dec 18, 2020 22:13 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 1,965 $246.32 $484,020.96
Disclosure

SEC source: 0001261333-20-000276 · wf-form4_160832959568275.xml · nonDerivative · entry 7

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,663

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 $245.84 to $246.83. 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
December 17, 2020 Filed Dec 18, 2020 22:13 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 1,255 $245.40 $307,977.25
Disclosure

SEC source: 0001261333-20-000276 · wf-form4_160832959568275.xml · nonDerivative · entry 6

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,628

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 $244.83 to $245.81. 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
December 17, 2020 Filed Dec 18, 2020 22:13 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 831 $244.07 $202,822.83
Disclosure

SEC source: 0001261333-20-000276 · wf-form4_160832959568275.xml · nonDerivative · entry 5

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,883

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 $243.67 to $244.59. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
December 17, 2020 Filed Dec 18, 2020 22:13 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 706 $243.15 $171,660.86
Disclosure

SEC source: 0001261333-20-000276 · wf-form4_160832959568275.xml · nonDerivative · entry 4

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,714

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 $242.63 to $243.58. 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
December 17, 2020 Filed Dec 18, 2020 22:13 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 236 $241.84 $57,074.22
Disclosure

SEC source: 0001261333-20-000276 · wf-form4_160832959568275.xml · nonDerivative · entry 3

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,420

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 $241.35 to $242.33. 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
December 17, 2020 Filed Dec 18, 2020 22:13 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 402 $240.53 $96,694.67
Disclosure

SEC source: 0001261333-20-000276 · wf-form4_160832959568275.xml · nonDerivative · entry 2

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,656

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 $240.26 to $240.88. 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.

Read SEC document
December 17, 2020 Filed Dec 18, 2020 22:13 UTC
Alhadeff LorenChief Revenue Officer
SaleCommon Stock 290 $239.02 $69,315.74
Disclosure

SEC source: 0001261333-20-000276 · wf-form4_160832959568275.xml · nonDerivative · entry 1

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,058

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 $238.95 to $239.22. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
December 15, 2020 Filed Dec 16, 2020 18:33 UTC
Phi Tram TSVP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 734 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000269 · wf-form4_160816159146847.xml · derivative · entry 4

Phi Tram T · CIK 0001424551 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,280

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
December 15, 2020 Filed Dec 16, 2020 18:33 UTC
Phi Tram TSVP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 3,683 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000269 · wf-form4_160816159146847.xml · derivative · entry 3

Phi Tram T · CIK 0001424551 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,513

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
December 15, 2020 Filed Dec 16, 2020 18:33 UTC
Phi Tram TSVP, General Counsel
Tax withholdingCommon Stock 2,191 $228.33 $500,271.03
Disclosure

SEC source: 0001261333-20-000269 · wf-form4_160816159146847.xml · nonDerivative · entry 2

Phi Tram T · CIK 0001424551 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,406

F2 · 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.

Read SEC document
December 15, 2020 Filed Dec 16, 2020 18:33 UTC
Phi Tram TSVP, General Counsel
Exercise / conversionCommon Stock 4,417 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000269 · wf-form4_160816159146847.xml · nonDerivative · entry 1

Phi Tram T · CIK 0001424551 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,597

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 · balance_after: Securities Beneficially Owned includes shares acquired pursuant to issuer's employee stock purchase plan in a transaction exempt under Rule 16b-3.

Read SEC document
December 15, 2020 Filed Dec 16, 2020 23:34 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: 0001261333-20-000272 · wf-form4_160816163857584.xml · derivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,236

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.

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 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.

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 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, 2020 Filed Dec 16, 2020 23:34 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: 0001261333-20-000272 · wf-form4_160816163857584.xml · derivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,235

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.

F7 · 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.

F7 · 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, 2020 Filed Dec 16, 2020 23:34 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 3,337 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000272 · wf-form4_160816163857584.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,722

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.

F1 · 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 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.

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

Read SEC document
December 15, 2020 Filed Dec 16, 2020 23:34 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 5,382 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000272 · wf-form4_160816163857584.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,820

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.

F1 · derivative.exercise_price: Each restricted stock unit ("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.

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

Read SEC document
December 15, 2020 Filed Dec 16, 2020 23:34 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 6,719 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000272 · wf-form4_160816163857584.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,313

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.

F1 · 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: 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.

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

Read SEC document
December 15, 2020 Filed Dec 16, 2020 23:34 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 125,057 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000272 · wf-form4_160816163857584.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,058

Underlying: Common Stock · 125,057 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 common stock of the Issuer upon vesting.

F2 · derivative.exercise_date: Twenty-five percent of the total RSUs granted vested on January 11, 2018, and the balance of the RSUs shall vest in twelve equal quarterly installments until fully vested on January 11, 2021, 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.

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

Read SEC document
December 15, 2020 Filed Dec 16, 2020 23:34 UTC
Springer Daniel D.Director · President and CEO
Tax withholdingCommon Stock 74,659 $228.33 $17,046,889.47
Disclosure

SEC source: 0001261333-20-000272 · wf-form4_160816163857584.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,666,147

Read SEC document
December 15, 2020 Filed Dec 16, 2020 23:34 UTC
Springer Daniel D.Director · President and CEO
Exercise / conversionCommon Stock 150,574 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000272 · wf-form4_160816163857584.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,740,806

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, 2020 Filed Dec 16, 2020 23:33 UTC
OLRICH SCOTT V.Chief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 25,000 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000271 · wf-form4_160816162236991.xml · derivative · entry 5

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Common Stock · 25,000 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F6 · derivative.exercise_date: Twenty-five percent of the total RSUs granted vested on April 10, 2018, and the balance of the RSUs shall vest in twelve equal quarterly installments until fully vested on April 10, 2021, 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, 2020 Filed Dec 16, 2020 23:33 UTC
OLRICH SCOTT V.Chief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 1,468 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000271 · wf-form4_160816162236991.xml · derivative · entry 4

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,559

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 restricted stock unit ("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 June 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, 2020 Filed Dec 16, 2020 23:33 UTC
OLRICH SCOTT V.Chief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 3,072 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000271 · wf-form4_160816162236991.xml · derivative · entry 3

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,712

Underlying: Common Stock · 3,072 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 restricted stock unit ("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, 2020 Filed Dec 16, 2020 23:33 UTC
OLRICH SCOTT V.Chief Operating Officer
Tax withholdingCommon Stock 14,648 $228.33 $3,344,577.84
Disclosure

SEC source: 0001261333-20-000271 · wf-form4_160816162236991.xml · nonDerivative · entry 2

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 264,046

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.

Read SEC document
December 15, 2020 Filed Dec 16, 2020 23:33 UTC
OLRICH SCOTT V.Chief Operating Officer
Exercise / conversionCommon Stock 29,540 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000271 · wf-form4_160816162236991.xml · nonDerivative · entry 1

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 278,694

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, 2020 Filed Dec 16, 2020 23:33 UTC
Alhadeff LorenChief Revenue Officer
Disposition to issuerRestricted Stock Units · Derivative 1,193 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000270 · wf-form4_160816160691522.xml · derivative · entry 6

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,704

Underlying: Common Stock · 1,193 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit ("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 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 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, 2020 Filed Dec 16, 2020 23:33 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000270 · wf-form4_160816160691522.xml · derivative · entry 5

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Stock · 2,500 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 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 May 10, 2017, 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, 2020 Filed Dec 16, 2020 23:33 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 4,720 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000270 · wf-form4_160816160691522.xml · derivative · entry 4

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,479

Underlying: Common Stock · 4,720 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 restricted stock unit ("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, 2020 Filed Dec 16, 2020 23:33 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 3,750 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000270 · wf-form4_160816160691522.xml · derivative · entry 3

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,500

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 restricted stock unit ("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, 2020 Filed Dec 16, 2020 23:33 UTC
Alhadeff LorenChief Revenue Officer
Tax withholdingCommon Stock 4,788 $228.33 $1,093,244.04
Disclosure

SEC source: 0001261333-20-000270 · wf-form4_160816160691522.xml · nonDerivative · entry 2

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,348

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.

Read SEC document
December 15, 2020 Filed Dec 16, 2020 23:33 UTC
Alhadeff LorenChief Revenue Officer
Exercise / conversionCommon Stock 12,163 $0.00 $0.00
Disclosure

SEC source: 0001261333-20-000270 · wf-form4_160816160691522.xml · nonDerivative · entry 1

Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,136

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 09, 2020 Filed Dec 10, 2020 22:42 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 270 $233.01 $62,912.75
Disclosure

SEC source: 0001261333-20-000264 · wf-form4_160764013620633.xml · nonDerivative · entry 11

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 249,154

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 $232.925 to $233.04. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
December 09, 2020 Filed Dec 10, 2020 22:42 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 100 $230.96 $23,096.00
Disclosure

SEC source: 0001261333-20-000264 · wf-form4_160764013620633.xml · nonDerivative · entry 10

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 249,424

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

Read SEC document
December 09, 2020 Filed Dec 10, 2020 22:42 UTC
OLRICH SCOTT V.Chief Operating Officer
SaleCommon Stock 900 $229.64 $206,676.99
Disclosure

SEC source: 0001261333-20-000264 · wf-form4_160764013620633.xml · nonDerivative · entry 9

OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 249,524

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 $229.29 to $230.03. 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

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