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BEER JAMES A

Disclosed activity across 5 companies

Tapewire entity
2256
SEC CIK
0001272505

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
ALASKA AIR GROUP, INC.ALK · Entity 3976DirectorMay 13, 2026May 14, 2026
DOCUSIGN, INC.DOCU · Entity 2242DirectorSeptember 01, 2026September 03, 2026
MCKESSON CORPMCK · Entity 2904EVP & Chief Financial OfficerMay 27, 2017May 31, 2017
Zscaler, Inc.ZS · Entity 3153DirectorSeptember 17, 2026September 17, 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.

ALASKA AIR GROUP, INC.

Report date May 13, 2026 · Filed May 14, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
COMMON STOCKSEC Table I · non-derivativeDirect25,490 Reported balance After 2026-05-13 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-05-13 · Grant · Acquired 5,186 · Balance 25,490

F1: Deferred stock units (DSUs) granted under the Alaska Air Group, Inc. (the "Issuer") 2016 Performance Incentive Plan ("2016 PIP") in connection with the reporting person's re-election to serve on the Board of Directors until the 2027 Annual Stockholders Meeting. The DSUs are 100% vested and payable in shares of the Issuer's common stock on a one-for-one basis following the resignation of the reporting person from the Issuer's Board of Directors.

F2: Total held in column 5 includes 19,510 deferred stock units DSUs previously granted under the Issuers 2016 PIP. The DSUs are 100% vested on the date of grant and issuable in common shares upon resignation from the Issuer's Board of Directors.

Filing footnotes · ownership attribution and instrument terms

F1: Deferred stock units (DSUs) granted under the Alaska Air Group, Inc. (the "Issuer") 2016 Performance Incentive Plan ("2016 PIP") in connection with the reporting person's re-election to serve on the Board of Directors until the 2027 Annual Stockholders Meeting. The DSUs are 100% vested and payable in shares of the Issuer's common stock on a one-for-one basis following the resignation of the reporting person from the Issuer's Board of Directors.

F2: Total held in column 5 includes 19,510 deferred stock units DSUs previously granted under the Issuers 2016 PIP. The DSUs are 100% vested on the date of grant and issuable in common shares upon resignation from the Issuer's Board of Directors.

DOCUSIGN, INC.

Report date September 01, 2026 · Filed September 03, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect15,682 Reported balance After 2026-09-01 transaction · row 1
1 source row

Row 1 · 2026-09-01 · Exercise / conversion · Acquired 1,096 · Balance 15,682

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect3,288 Reported balance After 2026-09-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-09-01 · Exercise / conversion · Disposed 1,096 · Balance 3,288

F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2: The RSUs have a vest commencement date of June 1, 2026 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Common StockSEC Table I · non-derivativeIndirectBy Trust5,543 Reported balance Holding disclosure · report date 2026-09-01 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 5,543

Filing footnotes · ownership attribution and instrument terms

F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2: The RSUs have a vest commencement date of June 1, 2026 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

MCKESSON CORP

Report date May 27, 2017 · Filed May 31, 2017

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Trust22,152 Last balance in matching sequence After 2017-05-27 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rows

Row 1 · 2017-05-27 · Exercise / conversion · Acquired 12,059 · Balance 27,539

F1: Held in the James Alexander Beer TTEE Lael L Beer TTEE U/A dated 12/15/2006 by James Alexander Beer et al

Row 2 · 2017-05-27 · Tax withholding · Disposed 5,387 · Balance 22,152

F2: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

F1: Held in the James Alexander Beer TTEE Lael L Beer TTEE U/A dated 12/15/2006 by James Alexander Beer et al

Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2017-05-27 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2017-05-27 · Exercise / conversion · Disposed 12,059 · Balance 0

F3: These units granted 5/27/2014 vested 100% on 5/27/2017.

Filing footnotes · ownership attribution and instrument terms

F1: Held in the James Alexander Beer TTEE Lael L Beer TTEE U/A dated 12/15/2006 by James Alexander Beer et al

F2: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

F3: These units granted 5/27/2014 vested 100% on 5/27/2017.

Zscaler, Inc.

Report date September 17, 2026 · Filed September 17, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Commom StockSEC Table I · non-derivativeDirect4,030 Reported balance After 2026-09-17 transaction · row 1
1 source row

Row 1 · 2026-09-17 · Sale · Disposed 177 · Balance 4,030

F1: The sale reported in the Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted on October 3, 2025.

Filing footnotes · ownership attribution and instrument terms

F1: The sale reported in the Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted on October 3, 2025.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

FORESCOUT TECHNOLOGIES, INC

Report date August 17, 2020 · Filed August 17, 2020

Section 16 reporting ended · disclosed 2020-08-17. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2020-08-17 transaction · row 1
1 source row

Row 1 · 2020-08-17 · Disposition to issuer · Disposed 43,118 · Balance 0

F1: Disposed of pursuant to that certain Agreement and Plan of Merger between the Issuer, Ferrari Group Holdings, L.P. and Ferrari Merger Sub, Inc., dated as of February 6, 2020, as amended on July 15, 2020 (the "Amended Merger Agreement"), a copy of the Amended Merger Agreement is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on July 16, 2020.

F2: Certain of these securities were restricted stock units ("RSUs") that represented the Reporting Person's right to receive Common Stock shares of the Issuer.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to that certain Agreement and Plan of Merger between the Issuer, Ferrari Group Holdings, L.P. and Ferrari Merger Sub, Inc., dated as of February 6, 2020, as amended on July 15, 2020 (the "Amended Merger Agreement"), a copy of the Amended Merger Agreement is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on July 16, 2020.

F2: Certain of these securities were restricted stock units ("RSUs") that represented the Reporting Person's right to receive Common Stock shares of the Issuer.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 17, 2026 Filed Sep 17, 2026 23:41 UTC Zscaler, Inc. ZS · Entity 3153 SaleCommom Stock 177 $192.01 $33,985.77
Disclosure

SEC source: 0001713683-26-000170 · wk-form4_1789688475.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,030

F1 · kind: The sale reported in the Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted on October 3, 2025.

Read SEC document
September 01, 2026 Filed Sep 3, 2026 21:37 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 1,096 $0.00 $0.00
Disclosure

SEC source: 0001272505-26-000008 · wk-form4_1788471434.xml · derivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,288

Underlying: Common Stock · 1,096 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 have a vest commencement date of June 1, 2026 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
September 01, 2026 Filed Sep 3, 2026 21:37 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 1,096 $0.00 $0.00
Disclosure

SEC source: 0001272505-26-000008 · wk-form4_1788471434.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,682

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
August 28, 2026 Filed Aug 28, 2026 17:46 UTC DOCUSIGN, INC. DOCU · Entity 2242 SaleCommon Stock 450 $64.02 $28,809.00
Disclosure

SEC source: 0001261333-26-000080 · wk-form4_1787953570.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,586

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

Read SEC document
June 17, 2026 Filed Jun 18, 2026 00:03 UTC Zscaler, Inc. ZS · Entity 3153 SaleCommom Stock 177 $125.50 $22,213.50
Disclosure

SEC source: 0001713683-26-000109 · wk-form4_1781740988.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,207

F1 · kind: The sale reported in the Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted on October 3, 2025.

Read SEC document
June 02, 2026 Filed Jun 2, 2026 22:53 UTC DOCUSIGN, INC. DOCU · Entity 2242 SaleCommon Stock 450 $55.04 $24,768.00
Disclosure

SEC source: 0001272505-26-000006 · wk-form4_1780440786.xml · nonDerivative · entry 2

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,036

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

Read SEC document
June 01, 2026 Filed Jun 2, 2026 22:53 UTC DOCUSIGN, INC. DOCU · Entity 2242 GrantRestricted Stock Units · Derivative 4,384 $0.00 $0.00
Disclosure

SEC source: 0001272505-26-000006 · wk-form4_1780440786.xml · derivative · entry 5

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,384

Underlying: Common Stock · 4,384 shares

Expires not disclosed

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 have a vest commencement date of June 1, 2026 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
May 29, 2026 Filed Jun 2, 2026 22:53 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 729 $0.00 $0.00
Disclosure

SEC source: 0001272505-26-000006 · wk-form4_1780440786.xml · derivative · entry 4

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 729 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 have a vest commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
May 29, 2026 Filed Jun 2, 2026 22:53 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 729 $0.00 $0.00
Disclosure

SEC source: 0001272505-26-000006 · wk-form4_1780440786.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,486

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

Read SEC document
May 13, 2026 Filed May 14, 2026 21:51 UTC ALASKA AIR GROUP, INC. ALK · Entity 3976 GrantCOMMON STOCK 5,186 $38.56 $199,972.16
Disclosure

SEC source: 0001272505-26-000004 · wk-form4_1778795478.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,490

F1 · shares: Deferred stock units (DSUs) granted under the Alaska Air Group, Inc. (the "Issuer") 2016 Performance Incentive Plan ("2016 PIP") in connection with the reporting person's re-election to serve on the Board of Directors until the 2027 Annual Stockholders Meeting. The DSUs are 100% vested and payable in shares of the Issuer's common stock on a one-for-one basis following the resignation of the reporting person from the Issuer's Board of Directors.

F2 · balance_after: Total held in column 5 includes 19,510 deferred stock units DSUs previously granted under the Issuers 2016 PIP. The DSUs are 100% vested on the date of grant and issuable in common shares upon resignation from the Issuer's Board of Directors.

Read SEC document
March 18, 2026 Filed Mar 19, 2026 20:39 UTC Zscaler, Inc. ZS · Entity 3153 SaleCommom Stock 177 $153.53 $27,174.81
Disclosure

SEC source: 0001713683-26-000076 · wk-form4_1773952766.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,384

F1 · kind: The sale reported in the Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted on October 3, 2025.

Read SEC document
March 03, 2026 Filed Mar 3, 2026 23:14 UTC DOCUSIGN, INC. DOCU · Entity 2242 SaleCommon Stock 450 $45.02 $20,259.00
Disclosure

SEC source: 0001272505-26-000002 · wk-form4_1772579665.xml · nonDerivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,757

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

Read SEC document
February 28, 2026 Filed Mar 3, 2026 23:14 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 729 $0.00 $0.00
Disclosure

SEC source: 0001272505-26-000002 · wk-form4_1772579665.xml · derivative · entry 4

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 729

Underlying: Common Stock · 729 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 have a vest commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 23:14 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 729 $0.00 $0.00
Disclosure

SEC source: 0001272505-26-000002 · wk-form4_1772579665.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,207

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, 2026 Filed Jan 14, 2026 00:18 UTC Zscaler, Inc. ZS · Entity 3153 GrantCommom Stock 1,076 $0.00 $0.00
Disclosure

SEC source: 0001713683-26-000014 · wk-form4_1768349923.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,561

F1 · shares: The reported shares are represented by restricted stock units, which vest in four equal quarterly installments beginning on March 15, 2026.

Read SEC document
January 02, 2026 Filed Jan 2, 2026 23:30 UTC Zscaler, Inc. ZS · Entity 3153 SaleCommom Stock 653 $226.72 $148,048.16
Disclosure

SEC source: 0001713683-26-000003 · wk-form4_1767396650.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,485

F1 · kind: The sale reported in the Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted on October 3, 2025.

Read SEC document
December 02, 2025 Filed Dec 2, 2025 22:18 UTC DOCUSIGN, INC. DOCU · Entity 2242 SaleCommon Stock 450 $68.54 $30,843.00
Disclosure

SEC source: 0001272505-25-000007 · wk-form4_1764713937.xml · nonDerivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,478

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

Read SEC document
November 29, 2025 Filed Dec 2, 2025 22:18 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 729 $0.00 $0.00
Disclosure

SEC source: 0001272505-25-000007 · wk-form4_1764713937.xml · derivative · entry 4

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,458

Underlying: Common Stock · 729 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 have a vest commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
November 29, 2025 Filed Dec 2, 2025 22:18 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 729 $0.00 $0.00
Disclosure

SEC source: 0001272505-25-000007 · wk-form4_1764713937.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,928

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 16, 2025 Filed Sep 17, 2025 22:06 UTC DOCUSIGN, INC. DOCU · Entity 2242 SaleCommon Stock 450 $81.28 $36,576.00
Disclosure

SEC source: 0001272505-25-000005 · wk-form4_1758146794.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,199

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

Read SEC document
August 29, 2025 Filed Sep 2, 2025 21:44 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 729 $0.00 $0.00
Disclosure

SEC source: 0001272505-25-000003 · wk-form4_1756849492.xml · derivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,187

Underlying: Common Stock · 729 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 have a vest commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
August 29, 2025 Filed Sep 2, 2025 21:44 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 729 $0.00 $0.00
Disclosure

SEC source: 0001272505-25-000003 · wk-form4_1756849492.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,649

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

Read SEC document
May 29, 2025 Filed May 30, 2025 22:47 UTC DOCUSIGN, INC. DOCU · Entity 2242 GrantRestricted Stock Units · Derivative 2,916 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000063 · wk-form4_1748645259.xml · derivative · entry 4

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,916

Underlying: Common Stock · 2,916 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.

F4 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
May 29, 2025 Filed May 30, 2025 22:47 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 1,069 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000063 · wk-form4_1748645259.xml · derivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,069 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 have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
May 29, 2025 Filed May 30, 2025 22:47 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 1,069 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000063 · wk-form4_1748645259.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,920

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

Read SEC document
May 08, 2025 Filed May 12, 2025 22:36 UTC ALASKA AIR GROUP, INC. ALK · Entity 3976 GrantCOMMON STOCK 2,653 $52.77 $139,998.81
Disclosure

SEC source: 0001628280-25-024836 · wk-form4_1747089392.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,304

F1 · shares: Deferred stock units (DSUs) granted under the Alaska Air Group, Inc. (the "Issuer") 2016 Performance Incentive Plan in connection with the reporting person's re-election to serve on the Board of Directors until the 2026 Annual Stockholders Meeting. The DSUs are 100% vested and payable in shares of the Issuer's common stock on a one-for-one basis following the resignation of the reporting person from the Issuer's Board of Directors.

F2 · balance_after: Includes 16,857 DSUs previously granted under the Alaska Air Group, Inc. (the "Issuer") 2016 Performance Incentive Plan. The DSUs are 100% vested on the date of grant and issuable in common stock upon resignation from the Issuer's Board of Directors.

Read SEC document
February 28, 2025 Filed Mar 3, 2025 22:56 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 1,068 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000011 · wk-form4_1741042575.xml · derivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,069

Underlying: Common Stock · 1,068 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 have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
February 28, 2025 Filed Mar 3, 2025 22:56 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 1,068 $0.00 $0.00
Disclosure

SEC source: 0001261333-25-000011 · wk-form4_1741042575.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,851

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 10, 2025 Filed Jan 13, 2025 23:57 UTC Zscaler, Inc. ZS · Entity 3153 GrantCommom Stock 1,309 $0.00 $0.00
Disclosure

SEC source: 0001713683-25-000010 · wk-form4_1736812616.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,138

F1 · shares: The reported shares are represented by restricted stock units, which vest in four equal quarterly installments beginning on March 15, 2025.

Read SEC document
November 29, 2024 Filed Dec 4, 2024 00:05 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 1,068 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000139 · wk-form4_1733270711.xml · derivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,137

Underlying: Common Stock · 1,068 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 have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
November 29, 2024 Filed Dec 4, 2024 00:05 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 1,068 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000139 · wk-form4_1733270711.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,783

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
August 29, 2024 Filed Aug 29, 2024 21:12 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 1,068 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000113 · wk-form4_1724965958.xml · derivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,205

Underlying: Common Stock · 1,068 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 have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
August 29, 2024 Filed Aug 29, 2024 21:12 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 1,068 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000113 · wk-form4_1724965958.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,715

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

Read SEC document
May 29, 2024 Filed May 30, 2024 22:07 UTC DOCUSIGN, INC. DOCU · Entity 2242 GrantRestricted Stock Units · Derivative 4,273 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000071 · wk-form4_1717106821.xml · derivative · entry 4

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,273

Underlying: Common Stock · 4,273 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.

F4 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
May 29, 2024 Filed May 30, 2024 22:07 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 998 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000071 · wk-form4_1717106821.xml · derivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 998 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 have a vest commencement date of May 31, 2023 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
May 29, 2024 Filed May 30, 2024 22:07 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 998 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000071 · wk-form4_1717106821.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,647

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

Read SEC document
May 25, 2024 Filed May 29, 2024 21:52 UTC Zscaler, Inc. ZS · Entity 3153 GrantCommom Stock 2,829 $0.00 $0.00
Disclosure

SEC source: 0001713683-24-000069 · wk-form4_1717019520.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,829

F1 · shares: The reported shares are represented by restricted stock units, which one-third vest on June 15, 2025 and the remaining RSUs will vest in eight equal quarterly installments thereafter.

Read SEC document
May 09, 2024 Filed May 13, 2024 22:07 UTC ALASKA AIR GROUP, INC. ALK · Entity 3976 GrantCOMMON STOCK 3,191 $43.86 $139,957.26
Disclosure

SEC source: 0001628280-24-022998 · wk-form4_1715638015.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,651

F1 · shares: Deferred stock units (DSUs) granted under the Alaska Air Group, Inc. (the "Issuer") 2016 Performance Incentive Plan in connection with the reporting person's re-election to serve on the Board of Directors until the 2025 Annual Stockholders Meeting. The DSUs are 100% vested and payable in shares of the Issuer's common stock on a one-for-one basis following the resignation of the reporting person from the Issuer's Board of Directors.

F2 · balance_after: Includes 13,666 DSUs previously granted under the Issuer's 2016 Performance Incentive Plan.

Read SEC document
February 29, 2024 Filed Mar 1, 2024 22:24 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 997 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000017 · wk-form4_1709331843.xml · derivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 998

Underlying: Common Stock · 997 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 have a vest commencement date of May 31, 2023 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
February 29, 2024 Filed Mar 1, 2024 22:24 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 997 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000017 · wk-form4_1709331843.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,649

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
November 30, 2023 Filed Nov 30, 2023 23:34 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 997 $0.00 $0.00
Disclosure

SEC source: 0001261333-23-000091 · wk-form4_1701387234.xml · derivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,995

Underlying: Common Stock · 997 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 have a vest commencement date of May 31, 2023 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
November 30, 2023 Filed Nov 30, 2023 23:34 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 997 $0.00 $0.00
Disclosure

SEC source: 0001261333-23-000091 · wk-form4_1701387234.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,652

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
August 31, 2023 Filed Aug 31, 2023 21:59 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 997 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-031184 · wk-form4_1693519145.xml · derivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,992

Underlying: Common Stock · 997 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 have a vest commencement date of May 31, 2023 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
August 31, 2023 Filed Aug 31, 2023 21:59 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 997 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-031184 · wk-form4_1693519145.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,655

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
August 28, 2023 Filed Aug 28, 2023 22:21 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 155 $0.00 $0.00
Disclosure

SEC source: 0001261333-23-000071 · wk-form4_1693261301.xml · derivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 155 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 August 28, 2020, in each case subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
August 28, 2023 Filed Aug 28, 2023 22:21 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 155 $0.00 $0.00
Disclosure

SEC source: 0001261333-23-000071 · wk-form4_1693261301.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,658

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

Read SEC document
May 31, 2023 Filed Jun 2, 2023 00:39 UTC DOCUSIGN, INC. DOCU · Entity 2242 GrantRestricted Stock Units · Derivative 3,989 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-020608 · wk-form4_1685666356.xml · derivative · entry 4

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,989

Underlying: Common Stock · 3,989 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.

F4 · derivative.exercise_date: The RSUs have a vest commencement date of May 31, 2023 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
May 31, 2023 Filed Jun 2, 2023 00:39 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 672 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-020608 · wk-form4_1685666356.xml · derivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 672 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 have a vest commencement date of June 3, 2022 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.

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

Read SEC document
May 31, 2023 Filed Jun 2, 2023 00:39 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 672 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-020608 · wk-form4_1685666356.xml · nonDerivative · entry 1

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,503

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

Read SEC document
May 28, 2023 Filed May 30, 2023 21:44 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 155 $0.00 $0.00
Disclosure

SEC source: 0001261333-23-000061 · wf-form4_168548303797465.xml · derivative · entry 3

BEER JAMES A · CIK 0001272505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155

Underlying: Common Stock · 155 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 August 28, 2020, in each case subject to the Reporting Person being a service provider through each such date.

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

Read SEC document

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