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GRAYSON BLAKE JEFFREY

Disclosed activity across 2 companies

Tapewire entity
24552
SEC CIK
0001796825

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
DOCUSIGN, INC.DOCU · Entity 2242Chief Financial OfficerSeptember 15, 2026September 16, 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 15, 2026 · Filed September 16, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect107,933 Ending reported balance After 2026-09-15 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2026-09-15 · Exercise / conversion · Acquired 44,234 · Balance 125,663

Row 2 · 2026-09-15 · Tax withholding · Disposed 17,730 · Balance 107,933

F1: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units ("RSUs") and performance-vested restricted stock unit ("PSUs").

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect69,424 Reported balance After 2026-09-15 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-09-15 · Exercise / conversion · Disposed 23,141 · Balance 69,424

F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F3: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of June 10, 2023, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer

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

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect35,835 Reported balance After 2026-09-15 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2026-09-15 · Exercise / conversion · Disposed 5,119 · Balance 35,835

F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F5: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2024, in each case subject to the reporting person being a service provider through such date.

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

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect26,576 Reported balance After 2026-09-15 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2026-09-15 · Exercise / conversion · Disposed 4,537 · Balance 26,576

F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F6: The RSUs will vest quarterly over a four year period commencing May 10, 2025, with 40% vesting during year 1, 35% vesting during year 2, 15% vesting during year 3, and 10% vesting during year 4, in each case subject to the Reporting Person being a service provider through each such date.

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

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect81,767 Reported balance After 2026-09-15 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2026-09-15 · Exercise / conversion · Disposed 7,433 · Balance 81,767

F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F7: The RSUs will vest in equal quarterly installments over three years, with a vesting commencement date of May 10, 2026, in each case subject to the Reporting Person being a service provider through such date.

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

Performance Stock UnitsSEC Table II · derivative / convertible securityDirect5,550 Reported balance After 2026-09-15 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2026-09-15 · Exercise / conversion · Disposed 1,658 · Balance 5,550

F8: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock.

F9: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2025 (the "FY25 Performance Period"). The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/3 of any achieved subscription revenue-based PSUs will vest following the one-year anniversary of the date of grant and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions.

Performance Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2026-09-15 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2026-09-15 · Exercise / conversion · Disposed 2,346 · Balance 0

F8: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock.

F10: The PSUs will vest depending on the Company's free cash flow for the FY25 Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/3 of any achieved free cash flow-based PSUs will vest following the one-year anniversary of the date of grant and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions.

Filing footnotes · ownership attribution and instrument terms

F1: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units ("RSUs") and performance-vested restricted stock unit ("PSUs").

F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F3: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of June 10, 2023, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer

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

F5: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2024, in each case subject to the reporting person being a service provider through such date.

F6: The RSUs will vest quarterly over a four year period commencing May 10, 2025, with 40% vesting during year 1, 35% vesting during year 2, 15% vesting during year 3, and 10% vesting during year 4, in each case subject to the Reporting Person being a service provider through each such date.

F7: The RSUs will vest in equal quarterly installments over three years, with a vesting commencement date of May 10, 2026, in each case subject to the Reporting Person being a service provider through such date.

F8: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock.

F9: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2025 (the "FY25 Performance Period"). The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/3 of any achieved subscription revenue-based PSUs will vest following the one-year anniversary of the date of grant and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions.

F10: The PSUs will vest depending on the Company's free cash flow for the FY25 Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/3 of any achieved free cash flow-based PSUs will vest following the one-year anniversary of the date of grant and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions.

Past disclosures · reporting ended (1)

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

Trade Desk, Inc.

Report date May 31, 2023 · Filed June 01, 2023

Section 16 reporting ended · disclosed 2023-06-01. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect52,996 Ending reported balance After 2023-05-31 transaction · row 6
6 source rows · reconciled sequence

Row 1 · 2023-05-31 · Disposition to issuer · Disposed 32,540 · Balance 228,577

F1: The related shares were represented by restricted stock awards previously granted to the Reporting Person on December 27, 2019 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

Row 2 · 2023-05-31 · Disposition to issuer · Disposed 12,150 · Balance 216,427

F1: The related shares were represented by restricted stock awards previously granted to the Reporting Person on December 27, 2019 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

Row 3 · 2023-05-31 · Disposition to issuer · Disposed 13,460 · Balance 202,967

F2: The related shares were represented by restricted stock awards previously granted to the Reporting Person on May 15, 2020 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

Row 4 · 2023-05-31 · Disposition to issuer · Disposed 17,890 · Balance 185,077

F3: The related shares were represented by restricted stock awards previously granted to the Reporting Person on April 28, 2021 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

Row 5 · 2023-05-31 · Disposition to issuer · Disposed 38,321 · Balance 146,756

F4: The related shares were represented by restricted stock awards previously granted to the Reporting Person on April 26, 2022 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

Row 6 · 2023-05-31 · Disposition to issuer · Disposed 93,760 · Balance 52,996

F5: The related shares were represented by restricted stock awards previously granted to the Reporting Person on April 24, 2023 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

Filing footnotes · ownership attribution and instrument terms

F1: The related shares were represented by restricted stock awards previously granted to the Reporting Person on December 27, 2019 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

F2: The related shares were represented by restricted stock awards previously granted to the Reporting Person on May 15, 2020 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

F3: The related shares were represented by restricted stock awards previously granted to the Reporting Person on April 28, 2021 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

F4: The related shares were represented by restricted stock awards previously granted to the Reporting Person on April 26, 2022 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

F5: The related shares were represented by restricted stock awards previously granted to the Reporting Person on April 24, 2023 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

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 15, 2024 Filed Sep 17, 2024 21:35 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 5,119 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000126 · wk-form4_1726608936.xml · derivative · entry 5

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,788

Underlying: Common Stock · 5,119 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F6 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2024, in each case subject to the reporting person being a service provider through such date.

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:35 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 23,141 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000126 · wk-form4_1726608936.xml · derivative · entry 4

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,424

Underlying: Common Stock · 23,141 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F5 · derivative.exercise_date: Twenty-five percent of the total RSUs granted shall vest on September 10, 2024, and then balance of the RSUs shall vest twenty-five percent in three successive equal quarterly installments until fully vested on June 10, 2025, 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 pursuant to their vesting schedule or are canceled prior to their final vesting date.

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:35 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 23,141 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000126 · wk-form4_1726608936.xml · derivative · entry 3

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 254,553

Underlying: Common Stock · 23,141 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F3 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of June 10, 2023, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer

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

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:35 UTC DOCUSIGN, INC. DOCU · Entity 2242 Tax withholdingCommon Stock 20,227 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000126 · wk-form4_1726608936.xml · nonDerivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,647

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units.

Read SEC document
September 15, 2024 Filed Sep 17, 2024 21:35 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 51,401 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000126 · wk-form4_1726608936.xml · nonDerivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 121,874

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

Read SEC document
July 09, 2024 Filed Jul 9, 2024 23:08 UTC DOCUSIGN, INC. DOCU · Entity 2242 GrantPerformance Stock Units · Derivative 20,476 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000100 · wk-form4_1720566481.xml · derivative · entry 4

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,476

Underlying: Common Stock · 20,476 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock.

F7 · derivative.exercise_date: The PSUs will vest depending on the Company's free cash flow for the One Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/3 of any achieved free cash flow-based PSUs will vest following the one-year anniversary of the vesting commencement date and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions.

F7 · derivative.expiration_date: The PSUs will vest depending on the Company's free cash flow for the One Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/3 of any achieved free cash flow-based PSUs will vest following the one-year anniversary of the vesting commencement date and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions.

Read SEC document
July 09, 2024 Filed Jul 9, 2024 23:08 UTC DOCUSIGN, INC. DOCU · Entity 2242 GrantPerformance Stock Units · Derivative 20,476 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000100 · wk-form4_1720566481.xml · derivative · entry 3

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,476

Underlying: Common Stock · 20,476 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock.

F6 · derivative.exercise_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2025 (the "One-Year Performance Period"). The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/3 of any achieved subscription revenue-based PSUs will vest following the one-year anniversary of the vesting commencement date and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions.

F6 · derivative.expiration_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2025 (the "One-Year Performance Period"). The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/3 of any achieved subscription revenue-based PSUs will vest following the one-year anniversary of the vesting commencement date and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions.

Read SEC document
July 09, 2024 Filed Jul 9, 2024 23:08 UTC DOCUSIGN, INC. DOCU · Entity 2242 GrantPerformance Stock Units · Derivative 40,953 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000100 · wk-form4_1720566481.xml · derivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,953

Underlying: Common Stock · 40,953 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock.

F5 · derivative.exercise_date: The PSUs will vest depending on the Company's total shareholder return ("TSR") over a three-year performance period, relative to companies in the Nasdaq Composite Index, subject to continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs.

F5 · derivative.expiration_date: The PSUs will vest depending on the Company's total shareholder return ("TSR") over a three-year performance period, relative to companies in the Nasdaq Composite Index, subject to continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs.

Read SEC document
July 09, 2024 Filed Jul 9, 2024 23:08 UTC DOCUSIGN, INC. DOCU · Entity 2242 GrantRestricted Stock Units · Derivative 81,907 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000100 · wk-form4_1720566481.xml · derivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,907

Underlying: Common Stock · 81,907 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2024, in each case subject to the reporting person being a service provider through such date.

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

Read SEC document
June 20, 2024 Filed Jun 24, 2024 21:17 UTC DOCUSIGN, INC. DOCU · Entity 2242 SaleCommon Stock 29,590 $51.52 $1,524,476.80
Disclosure

SEC source: 0001261333-24-000095 · wk-form4_1719263868.xml · nonDerivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 70,473

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

F3 · price: The shares were sold at prices ranging from $50.98 to $51.83. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
June 20, 2024 Filed Jun 24, 2024 21:17 UTC DOCUSIGN, INC. DOCU · Entity 2242 SaleCommon Stock 19,533 $50.60 $988,369.80
Disclosure

SEC source: 0001261333-24-000095 · wk-form4_1719263868.xml · nonDerivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 100,063

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

F2 · price: The shares were sold at prices ranging from $49.98 to $50.97. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
June 17, 2024 Filed Jun 18, 2024 00:12 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 23,141 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000092 · wk-form4_1718669563.xml · derivative · entry 5

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 277,694

Underlying: Common Stock · 23,141 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F6 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of June 10, 2023, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer.

F5 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
June 17, 2024 Filed Jun 18, 2024 00:12 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 138,847 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000092 · wk-form4_1718669563.xml · derivative · entry 4

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 138,847 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: The RSUs will vest 100% on the one year anniversary of the vesting commencement date of June 10, 2023, subject to the Reporting Person being a service provider through such date.

F5 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
June 17, 2024 Filed Jun 18, 2024 00:12 UTC DOCUSIGN, INC. DOCU · Entity 2242 Tax withholdingCommon Stock 63,743 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000092 · wk-form4_1718669563.xml · nonDerivative · entry 3

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,596

F2 · kind: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units.

Read SEC document
June 17, 2024 Filed Jun 18, 2024 00:12 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 161,988 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000092 · wk-form4_1718669563.xml · nonDerivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,339

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

Read SEC document
April 05, 2024 Filed Jun 18, 2024 00:12 UTC DOCUSIGN, INC. DOCU · Entity 2242 GrantCommon Stock 300 $35.81 $10,743.00
Disclosure

SEC source: 0001261333-24-000092 · wk-form4_1718669563.xml · nonDerivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,351

F1 · kind: Shares acquired pursuant to the Docusign, Inc. 2018 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of October 6, 2023, through April 5, 2024. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on October 6, 2023.

Read SEC document
March 19, 2024 Filed Mar 19, 2024 23:47 UTC DOCUSIGN, INC. DOCU · Entity 2242 SaleCommon Stock 7,018 $57.03 $400,236.54
Disclosure

SEC source: 0001261333-24-000036 · wk-form4_1710892069.xml · nonDerivative · entry 3

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,051

F2 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.

F3 · price: The shares were sold at prices ranging from $56.46 to $57.45. 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.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 23:47 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 23,141 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000036 · wk-form4_1710892069.xml · derivative · entry 4

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 300,835

Underlying: Common Stock · 23,141 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 ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F5 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of June 10, 2023, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer

F6 · derivative.expiration_date: The RSUs do not expire; they either vest pursuant to their vesting schedule or are canceled prior to their final vesting date.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 23:47 UTC DOCUSIGN, INC. DOCU · Entity 2242 Tax withholdingCommon Stock 9,106 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000036 · wk-form4_1710892069.xml · nonDerivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,069

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 23:47 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 23,141 $0.00 $0.00
Disclosure

SEC source: 0001261333-24-000036 · wk-form4_1710892069.xml · nonDerivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,175

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

Read SEC document
December 19, 2023 Filed Dec 20, 2023 23:09 UTC DOCUSIGN, INC. DOCU · Entity 2242 SaleCommon Stock 100 $61.83 $6,183.00
Disclosure

SEC source: 0001261333-23-000115 · wk-form4_1703113773.xml · nonDerivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,034

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

Read SEC document
December 19, 2023 Filed Dec 20, 2023 23:09 UTC DOCUSIGN, INC. DOCU · Entity 2242 SaleCommon Stock 6,918 $61.28 $423,935.04
Disclosure

SEC source: 0001261333-23-000115 · wk-form4_1703113773.xml · nonDerivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,134

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

F2 · price: The shares were sold at prices ranging from $60.79 to $61.77. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
December 15, 2023 Filed Dec 18, 2023 23:41 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 23,141 $0.00 $0.00
Disclosure

SEC source: 0001261333-23-000106 · wk-form4_1702942881.xml · derivative · entry 4

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 323,976

Underlying: Common Stock · 23,141 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 ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F5 · derivative.exercise_date: The RSUs do not expire; they either vest pursuant to their vesting schedule or are canceled prior to their final vesting date.

F6 · derivative.expiration_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of June 10, 2023, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer

Read SEC document
December 15, 2023 Filed Dec 18, 2023 23:41 UTC DOCUSIGN, INC. DOCU · Entity 2242 Tax withholdingCommon Stock 9,106 $0.00 $0.00
Disclosure

SEC source: 0001261333-23-000106 · wk-form4_1702942881.xml · nonDerivative · entry 3

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,052

F3 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units.

Read SEC document
December 15, 2023 Filed Dec 18, 2023 23:41 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 23,141 $0.00 $0.00
Disclosure

SEC source: 0001261333-23-000106 · wk-form4_1702942881.xml · nonDerivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,158

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

Read SEC document
December 15, 2023 Filed Dec 18, 2023 23:41 UTC DOCUSIGN, INC. DOCU · Entity 2242 SaleCommon Stock 7,018 $55.53 $389,709.54
Disclosure

SEC source: 0001261333-23-000106 · wk-form4_1702942881.xml · nonDerivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,017

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

F2 · price: The shares were sold at prices ranging from $55.22 to $56.19. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
September 15, 2023 Filed Sep 19, 2023 21:47 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionRestricted Stock Units · Derivative 23,141 $0.00 $0.00
Disclosure

SEC source: 0001261333-23-000085 · wk-form4_1695160015.xml · derivative · entry 3

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 347,117

Underlying: Common Stock · 23,141 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 do not expire; they either vest or are canceled prior to vesting date.

F4 · derivative.expiration_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of June 10, 2023, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer

Read SEC document
September 15, 2023 Filed Sep 19, 2023 21:47 UTC DOCUSIGN, INC. DOCU · Entity 2242 Tax withholdingCommon Stock 9,106 $0.00 $0.00
Disclosure

SEC source: 0001261333-23-000085 · wk-form4_1695160015.xml · nonDerivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,035

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units.

Read SEC document
September 15, 2023 Filed Sep 19, 2023 21:47 UTC DOCUSIGN, INC. DOCU · Entity 2242 Exercise / conversionCommon Stock 23,141 $0.00 $0.00
Disclosure

SEC source: 0001261333-23-000085 · wk-form4_1695160015.xml · nonDerivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,141

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

Read SEC document
June 09, 2023 Filed Jun 13, 2023 00:45 UTC DOCUSIGN, INC. DOCU · Entity 2242 GrantRestricted Stock Units · Derivative 92,565 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-021925 · wk-form4_1686617117.xml · derivative · entry 3

GRAYSON BLAKE JEFFREY · CIK 0001796825 · CFO Designee

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,565

Underlying: Common Stock · 92,565 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.

F5 · derivative.exercise_date: Twenty-five percent of the total RSUs granted shall vest on September 10, 2024, and then balance of the RSUs shall vest twenty-five percent in three successive equal quarterly installments until fully vested on June 10, 2025, 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
June 09, 2023 Filed Jun 13, 2023 00:45 UTC DOCUSIGN, INC. DOCU · Entity 2242 GrantRestricted Stock Units · Derivative 138,847 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-021925 · wk-form4_1686617117.xml · derivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · CFO Designee

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,847

Underlying: Common Stock · 138,847 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 will vest 100% on the one year anniversary of the vesting commencement date of June 10, 2023, subject to the Reporting Person being a service provider through such date

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

Read SEC document
June 09, 2023 Filed Jun 13, 2023 00:45 UTC DOCUSIGN, INC. DOCU · Entity 2242 GrantRestricted Stock Units · Derivative 370,258 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-021925 · wk-form4_1686617117.xml · derivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · CFO Designee

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 370,258

Underlying: Common Stock · 370,258 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of June 10, 2023, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer

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 1, 2023 22:15 UTC Trade Desk, Inc. TTD · Entity 3752 Disposition to issuerClass A Common Stock 93,760 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033412 · doc4.xml · nonDerivative · entry 6

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,996

F5 · shares: The related shares were represented by restricted stock awards previously granted to the Reporting Person on April 24, 2023 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

Read SEC document
May 31, 2023 Filed Jun 1, 2023 22:15 UTC Trade Desk, Inc. TTD · Entity 3752 Disposition to issuerClass A Common Stock 38,321 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033412 · doc4.xml · nonDerivative · entry 5

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,756

F4 · shares: The related shares were represented by restricted stock awards previously granted to the Reporting Person on April 26, 2022 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

Read SEC document
May 31, 2023 Filed Jun 1, 2023 22:15 UTC Trade Desk, Inc. TTD · Entity 3752 Disposition to issuerClass A Common Stock 17,890 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033412 · doc4.xml · nonDerivative · entry 4

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,077

F3 · shares: The related shares were represented by restricted stock awards previously granted to the Reporting Person on April 28, 2021 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

Read SEC document
May 31, 2023 Filed Jun 1, 2023 22:15 UTC Trade Desk, Inc. TTD · Entity 3752 Disposition to issuerClass A Common Stock 13,460 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033412 · doc4.xml · nonDerivative · entry 3

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 202,967

F2 · shares: The related shares were represented by restricted stock awards previously granted to the Reporting Person on May 15, 2020 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

Read SEC document
May 31, 2023 Filed Jun 1, 2023 22:15 UTC Trade Desk, Inc. TTD · Entity 3752 Disposition to issuerClass A Common Stock 12,150 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033412 · doc4.xml · nonDerivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 216,427

F1 · shares: The related shares were represented by restricted stock awards previously granted to the Reporting Person on December 27, 2019 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

Read SEC document
May 31, 2023 Filed Jun 1, 2023 22:15 UTC Trade Desk, Inc. TTD · Entity 3752 Disposition to issuerClass A Common Stock 32,540 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033412 · doc4.xml · nonDerivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 228,577

F1 · shares: The related shares were represented by restricted stock awards previously granted to the Reporting Person on December 27, 2019 that were subject to vesting. In connection with the Reporting Person's termination of employment with the Issuer, the unvested restricted stock awards were forfeited.

Read SEC document
May 15, 2023 Filed May 17, 2023 21:08 UTC Trade Desk, Inc. TTD · Entity 3752 Tax withholdingClass A Common Stock 1,257 $63.98 $80,422.86
Disclosure

SEC source: 0001209191-23-030272 · doc4.xml · nonDerivative · entry 3

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 261,117

F4 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a restricted stock award granted April 26, 2022.

Read SEC document
May 15, 2023 Filed May 17, 2023 21:08 UTC Trade Desk, Inc. TTD · Entity 3752 Tax withholdingClass A Common Stock 882 $63.98 $56,430.36
Disclosure

SEC source: 0001209191-23-030272 · doc4.xml · nonDerivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 262,374

F3 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a restricted stock award granted April 28, 2021.

Read SEC document
May 15, 2023 Filed May 17, 2023 21:08 UTC Trade Desk, Inc. TTD · Entity 3752 Tax withholdingClass A Common Stock 1,027 $63.98 $65,707.46
Disclosure

SEC source: 0001209191-23-030272 · doc4.xml · nonDerivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 263,256

F1 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a restricted stock award granted May 15, 2020.

F2 · balance_after: Includes 492 shares acquired through the Employee Stock Purchase Plan on May 15, 2023.

Read SEC document
April 24, 2023 Filed Apr 26, 2023 20:21 UTC Trade Desk, Inc. TTD · Entity 3752 GrantEmployee Stock Option (Right to Buy) · Derivative 151,849 $0.00 Strike: $61.46 $0.00
Disclosure

SEC source: 0001209191-23-025674 · doc4.xml · derivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 151,849

Underlying: Class A Common Stock · 151,849 shares

Expires 2033-04-24

F2 · derivative.exercise_date: The option was granted on April 24, 2023, the VCD. One forty-eighth (1/48th) of the shares subject to the option vest on each monthly anniversary of the VCD, subject to continued employment with the Issuer through the applicable vesting dates.

Read SEC document
April 24, 2023 Filed Apr 26, 2023 20:21 UTC Trade Desk, Inc. TTD · Entity 3752 GrantClass A Common Stock 93,760 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-025674 · doc4.xml · nonDerivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 263,791

F1 · shares: Represents a restricted stock award with a Vesting Commencement Date ("VCD") of April 24, 2023. One-sixteenth (1/16th) of the granted shares vest on August 15, 2023 and the remainder of the granted shares vest ratably over 15 quarters on each quarterly anniversary thereafter, subject to continued employment with the Issuer through the applicable vesting dates.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:09 UTC Trade Desk, Inc. TTD · Entity 3752 Tax withholdingClass A Common Stock 778 $66.30 $51,581.40
Disclosure

SEC source: 0001209191-23-010520 · doc4.xml · nonDerivative · entry 3

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 170,031

F3 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a restricted stock award granted April 26, 2022.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:09 UTC Trade Desk, Inc. TTD · Entity 3752 Tax withholdingClass A Common Stock 546 $66.30 $36,199.80
Disclosure

SEC source: 0001209191-23-010520 · doc4.xml · nonDerivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 170,809

F2 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a restricted stock award granted April 28, 2021.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:09 UTC Trade Desk, Inc. TTD · Entity 3752 Tax withholdingClass A Common Stock 871 $66.30 $57,747.30
Disclosure

SEC source: 0001209191-23-010520 · doc4.xml · nonDerivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 171,355

F1 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a restricted stock award granted May 15, 2020.

Read SEC document
December 16, 2022 Filed Dec 20, 2022 21:55 UTC Trade Desk, Inc. TTD · Entity 3752 Tax withholdingClass A Common Stock 4,774 $46.15 $220,320.10
Disclosure

SEC source: 0001209191-22-062173 · doc4.xml · nonDerivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 172,226

F1 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a restricted stock award granted December 27, 2019.

Read SEC document
December 16, 2022 Filed Dec 20, 2022 21:55 UTC Trade Desk, Inc. TTD · Entity 3752 Tax withholdingClass A Common Stock 12,797 $46.15 $590,581.55
Disclosure

SEC source: 0001209191-22-062173 · doc4.xml · nonDerivative · entry 1

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177,000

F1 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a restricted stock award granted December 27, 2019.

Read SEC document
November 15, 2022 Filed Nov 17, 2022 21:13 UTC Trade Desk, Inc. TTD · Entity 3752 Tax withholdingClass A Common Stock 1,257 $53.56 $67,324.92
Disclosure

SEC source: 0001209191-22-057526 · doc4.xml · nonDerivative · entry 3

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 189,797

F3 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a restricted stock award granted April 26, 2022.

Read SEC document
November 15, 2022 Filed Nov 17, 2022 21:13 UTC Trade Desk, Inc. TTD · Entity 3752 Tax withholdingClass A Common Stock 878 $53.56 $47,025.68
Disclosure

SEC source: 0001209191-22-057526 · doc4.xml · nonDerivative · entry 2

GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 191,054

F2 · shares: The shares were withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the partial vesting of a restricted stock award granted April 28, 2021.

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.