person · Reporting owner
Rosenbaum Michael George
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOCUSIGN, INC.DOCU · Entity 2242 | Director | September 03, 2026 | September 03, 2026 |
| Guidewire Software, Inc.GWRE · Entity 3313 | Director · Chief Executive Officer | October 12, 2026 | October 13, 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 03, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,088 |
Reported balance
After 2026-09-03 transaction · row 1
1 source rowRow 1 · 2026-09-03 · Exercise / conversion · Acquired 522 · Balance 2,088 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,177 |
Reported balance
After 2026-09-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-03 · Exercise / conversion · Disposed 522 · Balance 4,177 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of September 3, 2025, 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. |
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 will vest in twelve equal quarterly installments over three years, with a vesting commencement date of September 3, 2025, 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.
Guidewire Software, Inc.
Report date October 12, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 276,066 |
Reported balance
After 2026-10-12 transaction · row 1
1 source rowRow 1 · 2026-10-12 · Sale · Disposed 1,200 · Balance 276,066 F1: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on October 14, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on October 14, 2025.
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 |
|---|---|---|---|---|---|---|
| December 15, 2020 Filed Dec 18, 2020 02:40 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 4,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001784996-20-000006 · edgardoc.xml · derivative · entry 4 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,825 Underlying: Common Stock · 4,606 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. F4 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive, at settlement, one share of the Issuer?s common stock. F2 · derivative.exercise_date: The grant consists of three separate issuances of Restricted Stock Units, each with vesting subject to the Reporting Person's continued service to the Issuer. The first is 73,696 units vesting as follows: 1/16th of the units vest quarterly commencing December 15, 2019. The second is 40,887 units, for which vesting was subject to the satisfaction of both performance-based conditions and time-based criteria. Attainment regarding the performance-based conditions was determined by the Issuer's Board of Directors based on the Issuer's results for FYE July 31, 2020, and the time-based vesting criteria are as follows: 1/4th of the units vested on September 15, 2020 and an additional 1/16th of the units will vest quarterly thereafter. The third consists of units for which vesting will be determined based on the Issuer's total shareholder return percentile ranking relative to a set peer group, over a three year period ending on July 31, 2022. F4 · derivative.expiration_date: Each Restricted Stock Unit represents the contingent right to receive, at settlement, one share of the Issuer?s common stock. Read SEC document |
| December 15, 2020 Filed Dec 18, 2020 02:40 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionPerformance Shares · Derivative | 2,556 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001784996-20-000006 · edgardoc.xml · derivative · entry 3 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,571 Underlying: Common Stock · 2,556 shares Expires 2029-09-06 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_date: The grant consists of three separate issuances of Restricted Stock Units, each with vesting subject to the Reporting Person's continued service to the Issuer. The first is 73,696 units vesting as follows: 1/16th of the units vest quarterly commencing December 15, 2019. The second is 40,887 units, for which vesting was subject to the satisfaction of both performance-based conditions and time-based criteria. Attainment regarding the performance-based conditions was determined by the Issuer's Board of Directors based on the Issuer's results for FYE July 31, 2020, and the time-based vesting criteria are as follows: 1/4th of the units vested on September 15, 2020 and an additional 1/16th of the units will vest quarterly thereafter. The third consists of units for which vesting will be determined based on the Issuer's total shareholder return percentile ranking relative to a set peer group, over a three year period ending on July 31, 2022. F3 · balance_after: The number of shares reported in Column 9 of Table II represents the 2019 Performance Stock Unit ("PSU") and the Total Shareholder Return ("TSR") grants less the number of PSU shares vested as of this Transaction Date. Read SEC document |
| December 15, 2020 Filed Dec 18, 2020 02:40 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 9,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001784996-20-000006 · edgardoc.xml · nonDerivative · entry 1 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,829 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, 2020 Filed Sep 18, 2020 00:39 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 12,880 | $105.29 | $1,356,163.54 |
DisclosureSEC source: 0001784996-20-000005 · edgardoc.xml · nonDerivative · entry 2 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,766 F1 · kind: Shares sold by Issuer to cover taxes associated with settlement of Restricted Stock Units. Read SEC document |
| September 15, 2020 Filed Sep 18, 2020 00:39 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 18,424 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001784996-20-000005 · edgardoc.xml · derivative · entry 4 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,272 Underlying: Common Stock · 18,424 shares Expires 2029-09-06 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_date: The grant consists of three separate issuances of Restricted Stock Units, each with vesting subject to the Reporting Person's continued service to the Issuer. The first is 73,696 units vesting as follows: 1/16th of the units vest quarterly commencing December 15, 2019. The second is 40,887 units, for which vesting was subject to the satisfaction of both performance-based conditions and time-based criteria. Attainment regarding the performance-based conditions was determined by the Issuer's Board of Directors based on the Issuer's results for FYE July 31, 2020, and the time-based vesting criteria are as follows: 1/4th of the units vested on September 15, 2020 and an additional 1/16th of the units will vest quarterly thereafter. The third consists of units for which vesting will be determined based on the Issuer's total shareholder return percentile ranking relative to a set peer group, over a three year period ending on July 31, 2022. Read SEC document |
| September 15, 2020 Filed Sep 18, 2020 00:39 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionPerformance Shares · Derivative | 10,222 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001784996-20-000005 · edgardoc.xml · derivative · entry 3 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,127 Underlying: Common Stock · 10,222 shares Expires 2029-09-06 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_date: The grant consists of three separate issuances of Restricted Stock Units, each with vesting subject to the Reporting Person's continued service to the Issuer. The first is 73,696 units vesting as follows: 1/16th of the units vest quarterly commencing December 15, 2019. The second is 40,887 units, for which vesting was subject to the satisfaction of both performance-based conditions and time-based criteria. Attainment regarding the performance-based conditions was determined by the Issuer's Board of Directors based on the Issuer's results for FYE July 31, 2020, and the time-based vesting criteria are as follows: 1/4th of the units vested on September 15, 2020 and an additional 1/16th of the units will vest quarterly thereafter. The third consists of units for which vesting will be determined based on the Issuer's total shareholder return percentile ranking relative to a set peer group, over a three year period ending on July 31, 2022. F3 · balance_after: The number of shares reported in Column 9 of Table II represents the 2019 Performance Stock Unit ("PSU") and the Total Shareholder Return ("TSR") grants less the number of PSU shares vested as of this Transaction Date. Read SEC document |
| September 15, 2020 Filed Sep 18, 2020 00:39 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 28,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001784996-20-000005 · edgardoc.xml · nonDerivative · entry 1 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,646 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 10, 2020 Filed Sep 12, 2020 00:28 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantRestricted Stock Unit · Derivative | 30,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001784996-20-000003 · edgardoc.xml · derivative · entry 2 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,431 Underlying: Common Stock · 30,431 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit or performance stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The Restricted Stock Units vest as follows: 1/16th of the units vest quarterly commencing December 15, 2020, subject to the Reporting Person's continued service to the Issuer through each such vesting date. F3 · derivative.expiration_date: The Restricted Stock Units vest as follows: 1/16th of the units vest quarterly commencing December 15, 2020, subject to the Reporting Person's continued service to the Issuer through each such vesting date. Read SEC document |
| September 10, 2020 Filed Sep 12, 2020 00:28 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantPerformance Shares · Derivative | 30,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001784996-20-000003 · edgardoc.xml · derivative · entry 1 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,431 Underlying: Common Stock · 30,431 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit or performance stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: These performance stock units are split in two halves, with vesting of each subject to the satisfaction of both performance- and time-based conditions. Performance-based conditions will be satisfied if financial targets, determined by the Issuer, are met for fiscal year 2021 for the first half and fiscal year 2023 for the second half. If the performance-based conditions for fiscal year 2021 are achieved, then the first half will vest based on performance with the following timing: 16.6% will vest on each of September 15, 2021, September 15, 2022, and September 15, 2023, subject to the Reporting Person's continued service to the Issuer. The second half will vest on September 15, 2023 based on achievement under the performance-based conditions for fiscal year 2023, subject to the Reporting Person's continued service to the Issuer. F2 · derivative.expiration_date: These performance stock units are split in two halves, with vesting of each subject to the satisfaction of both performance- and time-based conditions. Performance-based conditions will be satisfied if financial targets, determined by the Issuer, are met for fiscal year 2021 for the first half and fiscal year 2023 for the second half. If the performance-based conditions for fiscal year 2021 are achieved, then the first half will vest based on performance with the following timing: 16.6% will vest on each of September 15, 2021, September 15, 2022, and September 15, 2023, subject to the Reporting Person's continued service to the Issuer. The second half will vest on September 15, 2023 based on achievement under the performance-based conditions for fiscal year 2023, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| September 06, 2019 Filed Sep 10, 2019 22:30 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantRestricted Stock Unit · Derivative | 73,696 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001784996-19-000004 · edgardoc.xml · derivative · entry 3 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,696 Underlying: Common Stock · 73,696 shares Expires 2029-09-06 F3 · derivative.exercise_date: The Restricted Stock Units vest as follows: 1/4th of the units vest on the one year anniversary of the vesting commencement date of September 15, 2019 and an additional 1/16th of the units vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| September 06, 2019 Filed Sep 10, 2019 22:30 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantPerformance Shares · Derivative | 37,340 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001784996-19-000004 · edgardoc.xml · derivative · entry 2 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,349 Underlying: Common Stock · 37,340 shares Expires 2029-09-06 F2 · derivative.exercise_date: Each Performance Restricted Stock Unit ("TSR") represents a contingent right to receive one share of the Issuer's common stock. Between 0% to 110% of the reported target number of TSRs may be earned, based on the Company's total shareholder return percentile ranking relative to the software companies in a peer industry index for a three-year cumulative performance period commencing August 1, 2019 and ending July 31, 2022 (the "TSR Performance Measurement Period"). All earned TSRs will vest at the end of the TSR Performance Measurement Period, subject to the Reporting Person's continued service to the Issuer through such vesting date. Read SEC document |
| September 06, 2019 Filed Sep 10, 2019 22:30 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantPerformance Shares · Derivative | 56,009 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001784996-19-000004 · edgardoc.xml · derivative · entry 1 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,009 Underlying: Common Stock · 56,009 shares Expires 2029-09-06 F1 · derivative.exercise_date: The vesting of these Restricted Stock Units ("PSUs") is subject to the satisfaction of both performance-based conditions and time-based criteria. The performance-based conditions will be satisfied if certain financial targets, determined by the Issuer, are met over the course of the Issuer's 2020 fiscal year. If the performance-based conditions for fiscal year 2020 are not met, then none of the shares will vest. If the performance-based conditions for fiscal year 2020 are achieved, as determined by the Issuer, then units will vest as the time-based criteria are satisfied. The time-based vesting criteria are as follows: 1/4th of the units vest on the one year anniversary of the vesting commencement date of September 15, 2019 and an additional 1/16th of the units will vest quarterly thereafter, subject to (1) the previously mentioned fiscal year 2020 performance-based conditions being met, and (2) the Reporting Person's continued service to the Issuer through each such vesting date. Read SEC document |
| September 06, 2019 Filed Aug 15, 2020 01:46 UTC Amendment | Guidewire Software, Inc. GWRE · Entity 3313 | GrantRestricted Stock Units · Derivative | 73,696 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-022519 · doc4a.xml · derivative · entry 3 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,696 Underlying: Common Stock · 73,696 shares Expires 2029-09-06 F1 · derivative.exercise_price: Each restricted stock unit or performance stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The units vest as follows: 1/4th of the units vest on the one year anniversary of the vesting commencement date of September 15, 2019 and an additional 1/16th of the units vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| September 06, 2019 Filed Aug 15, 2020 01:46 UTC Amendment | Guidewire Software, Inc. GWRE · Entity 3313 | GrantPerformance Stock Units · Derivative | 37,340 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-022519 · doc4a.xml · derivative · entry 2 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,349 Underlying: Common Stock · 37,340 shares Expires 2029-09-06 F1 · derivative.exercise_price: Each restricted stock unit or performance stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The vesting of these performance stock units is based on total stockholder return ("TSR"). Between 0% to 110% of the reported target number of units may be earned, based on the Issuer's TSR percentile ranking relative to the software companies in a peer industry index for a three-year cumulative performance period commencing August 1, 2019 and ending July 31, 2022 (the "TSR Performance Measurement Period"). All earned units will vest at the end of the TSR Performance Measurement Period, subject to the Reporting Person's continued service to the Issuer through such vesting date. Read SEC document |
| September 06, 2019 Filed Aug 15, 2020 01:46 UTC Amendment | Guidewire Software, Inc. GWRE · Entity 3313 | GrantPerformance Stock Units · Derivative | 56,009 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-022519 · doc4a.xml · derivative · entry 1 Rosenbaum Michael George · CIK 0001784996 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,009 Underlying: Common Stock · 56,009 shares Expires 2029-09-06 F1 · derivative.exercise_price: Each restricted stock unit or performance stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The vesting of these performance stock units is subject to the satisfaction of both performance-based conditions and time-based criteria. The performance-based conditions will be satisfied if certain financial targets, determined by the Issuer, are met over the course of the Issuer's 2020 fiscal year. If the performance-based conditions for fiscal year 2020 are not met, then none of the shares will vest. If the performance-based conditions for fiscal year 2020 are achieved, as determined by the Issuer, then units will vest as the time-based criteria are satisfied. The time-based vesting criteria are as follows: 1/4th of the units vest on the one year anniversary of the vesting commencement date of September 15, 2019 and an additional 1/16th of the units will vest quarterly thereafter, subject to (1) the previously mentioned fiscal year 2020 performance-based conditions being met, and (2) the Reporting Person's continued service to the Issuer through each such 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.