Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOCUSIGN, INC.DOCU · Entity 2242 | Chief Revenue Officer | January 12, 2022 | January 13, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
DOCUSIGN, INC.
Report date January 12, 2022 · Filed January 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 179,815 |
Ending reported balance
After 2022-01-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-01-12 · Exercise / conversion · Acquired 17,000 · Balance 166,815 Row 2 · 2022-01-12 · Exercise / conversion · Acquired 13,000 · Balance 179,815 |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.14 · Expires 2023-07-26 | Direct | 0 |
Reported balance
After 2022-01-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-01-12 · Exercise / conversion · Disposed 17,000 · Balance 0 F1: This stock option was fully vested on the transaction date. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.75 · Expires 2024-01-31 | Direct | 42,112 |
Reported balance
After 2022-01-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-01-12 · Exercise / conversion · Disposed 13,000 · Balance 42,112 F1: This stock option was fully vested on the transaction date. |
Filing footnotes · ownership attribution and instrument terms
F1: This stock option was fully vested on the transaction date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 12, 2022 Filed Jan 13, 2022 21:26 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionOption (Right to Buy) · Derivative | 13,000 | $0.00 Strike: $4.75 | $0.00 |
DisclosureSEC source: 0001261333-22-000008 · wf-form4_164210917225726.xml · derivative · entry 4 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,112 Underlying: Common Stock · 13,000 shares Expires 2024-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This stock option was fully vested on the transaction date. Read SEC document |
| January 12, 2022 Filed Jan 13, 2022 21:26 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionOption (Right to Buy) · Derivative | 17,000 | $0.00 Strike: $2.14 | $0.00 |
DisclosureSEC source: 0001261333-22-000008 · wf-form4_164210917225726.xml · derivative · entry 3 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,000 shares Expires 2023-07-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This stock option was fully vested on the transaction date. Read SEC document |
| January 12, 2022 Filed Jan 13, 2022 21:26 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 13,000 | $4.75 | $61,750.00 |
DisclosureSEC source: 0001261333-22-000008 · wf-form4_164210917225726.xml · nonDerivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,815 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 12, 2022 Filed Jan 13, 2022 21:26 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 17,000 | $2.14 | $36,380.00 |
DisclosureSEC source: 0001261333-22-000008 · wf-form4_164210917225726.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,815 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 873 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · derivative · entry 6 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,220 Underlying: Common Stock · 873 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F7 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2021, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · derivative · entry 5 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,932 Underlying: Common Stock · 1,193 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F6 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through such date.The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 4,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · derivative · entry 4 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,600 Underlying: Common Stock · 4,719 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F5 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of February 10, 2019, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · derivative · entry 3 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 3,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F3 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vest commencement date of May 10, 2018, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 4,147 | $144.46 | $599,075.62 |
DisclosureSEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · nonDerivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,815 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units ("RSU"). Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 10,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,962 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 01:22 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 63 | $278.43 | $17,541.39 |
DisclosureSEC source: 0001261333-21-000179 · wf-form4_163218734079887.xml · nonDerivative · entry 5 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,427 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 $278.38 to $278.61. 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 |
| September 17, 2021 Filed Sep 21, 2021 01:22 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 1,725 | $277.58 | $478,828.26 |
DisclosureSEC source: 0001261333-21-000179 · wf-form4_163218734079887.xml · nonDerivative · entry 4 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,490 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 $277.20 to $278.03. 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 |
| September 17, 2021 Filed Sep 21, 2021 01:22 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 2,050 | $276.76 | $567,350.83 |
DisclosureSEC source: 0001261333-21-000179 · wf-form4_163218734079887.xml · nonDerivative · entry 3 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,215 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 $276.20 to $277.18. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 01:22 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 1,541 | $275.82 | $425,039.54 |
DisclosureSEC source: 0001261333-21-000179 · wf-form4_163218734079887.xml · nonDerivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,265 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 $275.17 to $276.16. 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 |
| September 17, 2021 Filed Sep 21, 2021 01:22 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 1,008 | $274.69 | $276,888.43 |
DisclosureSEC source: 0001261333-21-000179 · wf-form4_163218734079887.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,806 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 $274.16 to $275.09. 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 |
| September 15, 2021 Filed Sep 17, 2021 01:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 872 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000173 · wf-form4_163184206236715.xml · derivative · entry 6 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,093 Underlying: Common Stock · 872 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F7 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2021, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 01:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000173 · wf-form4_163184206236715.xml · derivative · entry 5 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,125 Underlying: Common Stock · 1,193 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F6 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through such date.The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 01:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 4,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000173 · wf-form4_163184206236715.xml · derivative · entry 4 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,319 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 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 |
| September 15, 2021 Filed Sep 17, 2021 01:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000173 · wf-form4_163184206236715.xml · derivative · entry 3 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,250 Underlying: Common Stock · 3,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F3 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vest commencement date of May 10, 2018, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 01:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 4,148 | $267.98 | $1,111,581.04 |
DisclosureSEC source: 0001261333-21-000173 · wf-form4_163184206236715.xml · nonDerivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,814 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units ("RSU"). Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 01:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 10,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000173 · wf-form4_163184206236715.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,962 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 00:08 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 692 | $308.05 | $213,168.39 |
DisclosureSEC source: 0001261333-21-000140 · wf-form4_162743087605364.xml · nonDerivative · entry 6 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,427 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 $307.93 to $308.23. 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 |
| July 26, 2021 Filed Jul 28, 2021 00:08 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 11,219 | $307.27 | $3,447,309.25 |
DisclosureSEC source: 0001261333-21-000140 · wf-form4_162743087605364.xml · nonDerivative · entry 5 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,119 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 $306.93 to $307.90. 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 |
| July 26, 2021 Filed Jul 28, 2021 00:08 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 24,763 | $306.45 | $7,588,705.54 |
DisclosureSEC source: 0001261333-21-000140 · wf-form4_162743087605364.xml · nonDerivative · entry 4 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,338 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 $305.93 to $306.92. 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 |
| July 26, 2021 Filed Jul 28, 2021 00:08 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 9,529 | $305.42 | $2,910,301.44 |
DisclosureSEC source: 0001261333-21-000140 · wf-form4_162743087605364.xml · nonDerivative · entry 3 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,101 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 $304.92 to $305.91. 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 |
| July 26, 2021 Filed Jul 28, 2021 00:08 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 3,501 | $304.49 | $1,066,005.14 |
DisclosureSEC source: 0001261333-21-000140 · wf-form4_162743087605364.xml · nonDerivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,630 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 $303.92 to $304.91. 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 |
| July 26, 2021 Filed Jul 28, 2021 00:08 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 1,840 | $303.41 | $558,265.75 |
DisclosureSEC source: 0001261333-21-000140 · wf-form4_162743087605364.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,131 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 $302.91 to $303.88. 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 |
| June 15, 2021 Filed Jun 17, 2021 00:24 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Disposition to issuerRestricted Stock Units · Derivative | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000135 · wf-form4_162388943167321.xml · derivative · entry 6 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,318 Underlying: Common Stock · 1,193 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F7 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through such date.The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 00:24 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000135 · wf-form4_162388943167321.xml · derivative · entry 5 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 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 |
| June 15, 2021 Filed Jun 17, 2021 00:24 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 4,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000135 · wf-form4_162388943167321.xml · derivative · entry 4 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,039 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 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 |
| June 15, 2021 Filed Jun 17, 2021 00:24 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000135 · wf-form4_162388943167321.xml · derivative · entry 3 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 3,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F3 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vest commencement date of May 10, 2018, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 00:24 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 4,788 | $257.26 | $1,231,760.88 |
DisclosureSEC source: 0001261333-21-000135 · wf-form4_162388943167321.xml · nonDerivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,971 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units ("RSU"). Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 00:24 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 12,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000135 · wf-form4_162388943167321.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,759 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 |
| June 15, 2021 Filed Sep 24, 2021 21:25 UTC Amendment | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000181 · wf-form4a_163251870696803.xml · derivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,318 Underlying: Common Stock · 1,193 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F2 · kind: The Transaction Code should have been reported as "M" instead of "D". F3 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through such date.The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 10, 2021 Filed Jun 11, 2021 23:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 13,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000128 · wf-form4_162345578348979.xml · derivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,965 Underlying: Common Stock · 13,965 shares Expires not disclosed 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 equal quarterly installments over four years, with a vesting commencement date of May 10, 2021, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 23:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionOption (Right to Buy) · Derivative | 42,177 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001261333-21-000105 · wf-form4_162276199256040.xml · derivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,177 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 |
| June 02, 2021 Filed Jun 3, 2021 23:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 42,177 | $0.97 | $40,911.69 |
DisclosureSEC source: 0001261333-21-000105 · wf-form4_162276199256040.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,596 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 | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionOption (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC 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 | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 40,000 | $0.97 | $38,800.00 |
DisclosureSEC 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 | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionOption (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC 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 | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 20,000 | $0.97 | $19,400.00 |
DisclosureSEC 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 |
| March 17, 2021 Filed Mar 18, 2021 23:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 303 | $214.97 | $65,134.70 |
DisclosureSEC 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 | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 657 | $213.88 | $140,518.90 |
DisclosureSEC 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. Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 23:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 882 | $212.79 | $187,684.66 |
DisclosureSEC 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 | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 564 | $211.93 | $119,526.66 |
DisclosureSEC 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 | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 447 | $210.66 | $94,165.15 |
DisclosureSEC 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 | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 940 | $209.65 | $197,066.68 |
DisclosureSEC 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 | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 368 | $208.60 | $76,763.51 |
DisclosureSEC 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 | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 648 | $207.39 | $134,389.11 |
DisclosureSEC 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 | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 1,482 | $206.62 | $306,215.73 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.