Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOCUSIGN, INC.DOCU · Entity 2242 | Director | September 10, 2026 | September 11, 2026 |
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 September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 90,253 |
Reported balance
After 2026-09-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-10 · Sale · Disposed 30,000 · Balance 90,253 F1: The shares were sold at prices ranging from $65.11 to $65.45. 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Children's Trusts | 49,558 |
Reported balance
After 2026-09-10 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-09-10 · Sale · Disposed 16,000 · Balance 49,558 F2: The shares were sold at prices ranging from $64.91 to $65.38. 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 6,458 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,458 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Partnership | 3 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3 |
| Common StockSEC Table I · non-derivative | Direct | 10,066 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 10,066 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold at prices ranging from $65.11 to $65.45. 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.
F2: The shares were sold at prices ranging from $64.91 to $65.38. 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.
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 |
|---|---|---|---|---|---|---|
| May 01, 2018 Filed May 1, 2018 22:59 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | ConversionSeries A Preferred Stock · Derivative | 51,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027191 · doc4.xml · derivative · entry 11 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 52,839 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 share of Series A Preferred Stock converted into 1.02192925205 shares of common stock upon the closing of the Issuer's initial public offering. The shares had no expiration date. F1 · derivative.exercise_date: Each share of Series A Preferred Stock converted into 1.02192925205 shares of common stock upon the closing of the Issuer's initial public offering. The shares had no expiration date. F1 · derivative.expiration_date: Each share of Series A Preferred Stock converted into 1.02192925205 shares of common stock upon the closing of the Issuer's initial public offering. The shares had no expiration date. F14 · ownership.nature: The shares were held by the Sigma 7 Funds. Read SEC document |
| May 01, 2018 Filed May 1, 2018 22:59 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 858,327 | $29.00 | $24,891,483.00 |
DisclosureSEC source: 0001209191-18-027191 · doc4.xml · nonDerivative · entry 10 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 16,425,384 F11 · shares: Represents 721,379 shares sold by Sigma Partners 7, LP., 45,363 shares sold by Sigma Associates 7, L.P., 8,414 shares sold by Sigma Investors 7, L.P., 79,414 shares sold by Sigma Partners 8, L.P., 2,903 shares sold by Sigma Associates 8, L.P. and 854 shares sold by Sigma Investors 8, L.P. F3 · ownership.nature: Includes 55,251 shares held by Jackson Square Ventures I, L.P. and 3,342 shares held by Jackson Square Associates I, L.P. Jackson Square Ventures, LLC is the managing member of Jackson Square Associates I, L.P. and Jackson Square Ventures I, L.P. and has sole voting and dispositive power over the shares held by Jackson Square Ventures I, L.P. and Jackson Square Associates I, L.P. Peter Solvik, Josh Breinlinger, Gregory Gretsch and Robert Spinner as managing members of Jackson Square Ventures, LLC, share this power. F12 · ownership.nature: Includes 13,706,202 shares held by Sigma Partners 7, L.P., 861,896 shares held by Sigma Associates 7, L.P. and 159,856 shares held by Sigma Investors 7, L.P. Sigma Management 7, L.L.C. is the general partner of Sigma Associates 7, L.P., Sigma Investors 7, L.P. and Sigma Partners 7, L.P. (collectively, the "Sigma Funds 7"). Sigma Management 7, L.L.C. has sole voting and investment power. Robert Davoli, Fahri Diner, Lawrence G. Finch, Gregory Gretsch, John Mandile, Peter Solvik, Robert Spinner and Wade Woodson, as managing members of Sigma Management 7, L.L.C., share this power. F13 · ownership.nature: Includes 1,565,077 shares held by Sigma Partners 8, L.P., 56,947 shares held by Sigma Associates 8, L.P. and 16,813 shares held by Sigma Investors 8, L.P. Sigma Management 8, L.L.C. is the general partner of Sigma Associates 8, L.P., Sigma Investors 8, L.P. and Sigma Partners 8, L.P. (collectively, the "Sigma Funds 8"). Sigma Management 8, L.L.C. has sole voting and investment power. Robert Davoli, Fahri Diner, Paul Flanagan, Gregory Gretsch, John Mandile, Peter Solvik, Robert Spinner and Wade Woodson, as managing members of Sigma Management 8, L.L.C., share this power. Read SEC document |
| May 01, 2018 Filed May 1, 2018 22:59 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | ConversionCommon Stock | 57,110 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-027191 · doc4.xml · nonDerivative · entry 9 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,043 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. F5 · price: Each share of Series B Preferred Stock, Series B-1 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and series E Preferred Stock converted into one share of common stock upon the closing of the Issuer's initial public offering. The shares had no expiration date. Read SEC document |
| May 01, 2018 Filed May 1, 2018 22:59 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | ConversionCommon Stock | 215,549 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-027191 · doc4.xml · nonDerivative · entry 8 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 17,283,711 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. F5 · price: Each share of Series B Preferred Stock, Series B-1 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and series E Preferred Stock converted into one share of common stock upon the closing of the Issuer's initial public offering. The shares had no expiration date. F3 · ownership.nature: Includes 55,251 shares held by Jackson Square Ventures I, L.P. and 3,342 shares held by Jackson Square Associates I, L.P. Jackson Square Ventures, LLC is the managing member of Jackson Square Associates I, L.P. and Jackson Square Ventures I, L.P. and has sole voting and dispositive power over the shares held by Jackson Square Ventures I, L.P. and Jackson Square Associates I, L.P. Peter Solvik, Josh Breinlinger, Gregory Gretsch and Robert Spinner as managing members of Jackson Square Ventures, LLC, share this power. F8 · ownership.nature: Includes 14,427,581 shares held by Sigma Partners 7, L.P., 907,259 shares held by Sigma Associates 7, L.P. and 168,270 shares held by Sigma Investors 7, L.P. Sigma Management 7, L.L.C. is the general partner of Sigma Associates 7, L.P., Sigma Investors 7, L.P. and Sigma Partners 7, L.P. (collectively, the "Sigma Funds 7"). Sigma Management 7, L.L.C. has sole voting and investment power. Robert Davoli, Fahri Diner, Lawrence G. Finch, Gregory Gretsch, John Mandile, Peter Solvik, Robert Spinner and Wade Woodson, as managing members of Sigma Management 7, L.L.C., share this power. F10 · ownership.nature: Includes 1,644,491 shares held by Sigma Partners 8, L.P., 59,850 shares held by Sigma Associates 8, L.P. and 17,667 shares held by Sigma Investors 8, L.P. Sigma Management 8, L.L.C. is the general partner of Sigma Associates 8, L.P., Sigma Investors 8, L.P. and Sigma Partners 8, L.P. (collectively, the "Sigma Funds 8"). Sigma Management 8, L.L.C. has sole voting and investment power. Robert Davoli, Fahri Diner, Paul Flanagan, Gregory Gretsch, John Mandile, Peter Solvik, Robert Spinner and Wade Woodson, as managing members of Sigma Management 8, L.L.C., share this power. Read SEC document |
| May 01, 2018 Filed May 1, 2018 22:59 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | ConversionCommon Stock | 1,688,236 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-027191 · doc4.xml · nonDerivative · entry 7 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 17,068,162 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. F5 · price: Each share of Series B Preferred Stock, Series B-1 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and series E Preferred Stock converted into one share of common stock upon the closing of the Issuer's initial public offering. The shares had no expiration date. F3 · ownership.nature: Includes 55,251 shares held by Jackson Square Ventures I, L.P. and 3,342 shares held by Jackson Square Associates I, L.P. Jackson Square Ventures, LLC is the managing member of Jackson Square Associates I, L.P. and Jackson Square Ventures I, L.P. and has sole voting and dispositive power over the shares held by Jackson Square Ventures I, L.P. and Jackson Square Associates I, L.P. Peter Solvik, Josh Breinlinger, Gregory Gretsch and Robert Spinner as managing members of Jackson Square Ventures, LLC, share this power. F8 · ownership.nature: Includes 14,427,581 shares held by Sigma Partners 7, L.P., 907,259 shares held by Sigma Associates 7, L.P. and 168,270 shares held by Sigma Investors 7, L.P. Sigma Management 7, L.L.C. is the general partner of Sigma Associates 7, L.P., Sigma Investors 7, L.P. and Sigma Partners 7, L.P. (collectively, the "Sigma Funds 7"). Sigma Management 7, L.L.C. has sole voting and investment power. Robert Davoli, Fahri Diner, Lawrence G. Finch, Gregory Gretsch, John Mandile, Peter Solvik, Robert Spinner and Wade Woodson, as managing members of Sigma Management 7, L.L.C., share this power. F9 · ownership.nature: Includes 1,437,786 shares held by Sigma Partners 8, L.P., 53,228 shares held by Sigma Associates 8, L.P. and 15,445 shares held by Sigma Investors 8, L.P. Sigma Management 8, L.L.C. is the general partner of Sigma Associates 8, L.P., Sigma Investors 8, L.P. and Sigma Partners 8, L.P. (collectively, the "Sigma Funds 8"). Sigma Management 8, L.L.C. has sole voting and investment power. Robert Davoli, Fahri Diner, Paul Flanagan, Gregory Gretsch, John Mandile, Peter Solvik, Robert Spinner and Wade Woodson, as managing members of Sigma Management 8, L.L.C., share this power. Read SEC document |
| May 01, 2018 Filed May 1, 2018 22:59 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | ConversionCommon Stock | 160 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-027191 · doc4.xml · nonDerivative · entry 6 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,933 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. F5 · price: Each share of Series B Preferred Stock, Series B-1 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and series E Preferred Stock converted into one share of common stock upon the closing of the Issuer's initial public offering. The shares had no expiration date. Read SEC document |
| May 01, 2018 Filed May 1, 2018 22:59 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | ConversionCommon Stock | 2,831,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-027191 · doc4.xml · nonDerivative · entry 5 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 15,379,926 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. F5 · price: Each share of Series B Preferred Stock, Series B-1 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and series E Preferred Stock converted into one share of common stock upon the closing of the Issuer's initial public offering. The shares had no expiration date. F2 · ownership.nature: Includes 56,206 shares held by Sigma Partners 8, L.P., 1,793 shares held by Sigma Associates 8, L.P. and 593 shares held by Sigma Investors 8, L.P. Sigma Management 8, L.L.C. is the general partner of Sigma Associates 8, L.P., Sigma Investors 8, L.P. and Sigma Partners 8, L.P. (collectively, the "Sigma Funds 8"). Sigma Management 8, L.L.C. has sole voting and investment power. Robert Davoli, Fahri Diner, Paul Flanagan, Gregory Gretsch, John Mandile, Peter Solvik, Robert Spinner and Wade Woodson, as managing members of Sigma Management 8, L.L.C., share this power. F3 · ownership.nature: Includes 55,251 shares held by Jackson Square Ventures I, L.P. and 3,342 shares held by Jackson Square Associates I, L.P. Jackson Square Ventures, LLC is the managing member of Jackson Square Associates I, L.P. and Jackson Square Ventures I, L.P. and has sole voting and dispositive power over the shares held by Jackson Square Ventures I, L.P. and Jackson Square Associates I, L.P. Peter Solvik, Josh Breinlinger, Gregory Gretsch and Robert Spinner as managing members of Jackson Square Ventures, LLC, share this power. F7 · ownership.nature: Includes 14,203,886 shares held by Sigma Partners 7, L.P., 893,193 shares held by Sigma Associates 7, L.P. and 165,662 shares held by Sigma Investors 7, L.P. Sigma Management 7, L.L.C. is the general partner of Sigma Associates 7, L.P., Sigma Investors 7, L.P. and Sigma Partners 7, L.P. (collectively, the "Sigma Funds 7"). Sigma Management 7, L.L.C. has sole voting and investment power. Robert Davoli, Fahri Diner, Lawrence G. Finch, Gregory Gretsch, John Mandile, Peter Solvik, Robert Spinner and Wade Woodson, as managing members of Sigma Management 7, L.L.C., share this power. Read SEC document |
| May 01, 2018 Filed May 1, 2018 22:59 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | ConversionCommon Stock | 9,439 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-027191 · doc4.xml · nonDerivative · entry 4 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,773 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. F5 · price: Each share of Series B Preferred Stock, Series B-1 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and series E Preferred Stock converted into one share of common stock upon the closing of the Issuer's initial public offering. The shares had no expiration date. Read SEC document |
| May 01, 2018 Filed May 1, 2018 22:59 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | ConversionCommon Stock | 12,378,326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-027191 · doc4.xml · nonDerivative · entry 3 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 12,548,350 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. F5 · price: Each share of Series B Preferred Stock, Series B-1 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and series E Preferred Stock converted into one share of common stock upon the closing of the Issuer's initial public offering. The shares had no expiration date. F2 · ownership.nature: Includes 56,206 shares held by Sigma Partners 8, L.P., 1,793 shares held by Sigma Associates 8, L.P. and 593 shares held by Sigma Investors 8, L.P. Sigma Management 8, L.L.C. is the general partner of Sigma Associates 8, L.P., Sigma Investors 8, L.P. and Sigma Partners 8, L.P. (collectively, the "Sigma Funds 8"). Sigma Management 8, L.L.C. has sole voting and investment power. Robert Davoli, Fahri Diner, Paul Flanagan, Gregory Gretsch, John Mandile, Peter Solvik, Robert Spinner and Wade Woodson, as managing members of Sigma Management 8, L.L.C., share this power. F3 · ownership.nature: Includes 55,251 shares held by Jackson Square Ventures I, L.P. and 3,342 shares held by Jackson Square Associates I, L.P. Jackson Square Ventures, LLC is the managing member of Jackson Square Associates I, L.P. and Jackson Square Ventures I, L.P. and has sole voting and dispositive power over the shares held by Jackson Square Ventures I, L.P. and Jackson Square Associates I, L.P. Peter Solvik, Josh Breinlinger, Gregory Gretsch and Robert Spinner as managing members of Jackson Square Ventures, LLC, share this power. F6 · ownership.nature: Includes 11,566,370 shares held by Sigma Partners 7, L.P., 730,486 shares held by Sigma Associates 7, L.P. and 134,309 shares held by Sigma Investors 7, L.P. Sigma Management 7, L.L.C. is the general partner of Sigma Associates 7, L.P., Sigma Investors 7, L.P. and Sigma Partners 7, L.P. (collectively, the "Sigma Funds 7"). Sigma Management 7, L.L.C. has sole voting and investment power. Robert Davoli, Fahri Diner, Lawrence G. Finch, Gregory Gretsch, John Mandile, Peter Solvik, Robert Spinner and Wade Woodson, as managing members of Sigma Management 7, L.L.C., share this power. Read SEC document |
| May 01, 2018 Filed May 1, 2018 22:59 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | ConversionCommon Stock | 9,438 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-027191 · doc4.xml · nonDerivative · entry 2 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,334 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. F5 · price: Each share of Series B Preferred Stock, Series B-1 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and series E Preferred Stock converted into one share of common stock upon the closing of the Issuer's initial public offering. The shares had no expiration date. Read SEC document |
| May 01, 2018 Filed May 1, 2018 22:59 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | ConversionCommon Stock | 52,839 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-027191 · doc4.xml · nonDerivative · entry 1 Solvik Peter · CIK 0001686308 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 170,024 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 · price: Each share of Series A Preferred Stock converted into 1.02192925205 shares of common stock upon the closing of the Issuer's initial public offering. The shares had no expiration date. F2 · ownership.nature: Includes 56,206 shares held by Sigma Partners 8, L.P., 1,793 shares held by Sigma Associates 8, L.P. and 593 shares held by Sigma Investors 8, L.P. Sigma Management 8, L.L.C. is the general partner of Sigma Associates 8, L.P., Sigma Investors 8, L.P. and Sigma Partners 8, L.P. (collectively, the "Sigma Funds 8"). Sigma Management 8, L.L.C. has sole voting and investment power. Robert Davoli, Fahri Diner, Paul Flanagan, Gregory Gretsch, John Mandile, Peter Solvik, Robert Spinner and Wade Woodson, as managing members of Sigma Management 8, L.L.C., share this power. F3 · ownership.nature: Includes 55,251 shares held by Jackson Square Ventures I, L.P. and 3,342 shares held by Jackson Square Associates I, L.P. Jackson Square Ventures, LLC is the managing member of Jackson Square Associates I, L.P. and Jackson Square Ventures I, L.P. and has sole voting and dispositive power over the shares held by Jackson Square Ventures I, L.P. and Jackson Square Associates I, L.P. Peter Solvik, Josh Breinlinger, Gregory Gretsch and Robert Spinner as managing members of Jackson Square Ventures, LLC, share this power. F4 · ownership.nature: Includes 49,218 shares held by Sigma Partners 7, L.P., 3,036 shares held by Sigma Associates 7, L.P. and 585 shares held by Sigma Investors 7, L.P. Sigma Management 7, L.L.C. is the general partner of Sigma Associates 7, L.P., Sigma Investors 7, L.P. and Sigma Partners 7, L.P. (collectively, the "Sigma Funds 7"). Sigma Management 7, L.L.C. has sole voting and investment power. Robert Davoli, Fahri Diner, Lawrence G. Finch, Gregory Gretsch, John Mandile, Peter Solvik, Robert Spinner and Wade Woodson, as managing members of Sigma Management 7, L.L.C., share this power. 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.