person · Reporting owner
GRAYSON BLAKE JEFFREY
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 | Chief Financial Officer | September 15, 2026 | September 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,933 |
Ending reported balance
After 2026-09-15 transaction · row 2
2 source rows · reconciled sequenceRow 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 security | Direct | 69,424 |
Reported balance
After 2026-09-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 35,835 |
Reported balance
After 2026-09-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 26,576 |
Reported balance
After 2026-09-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 81,767 |
Reported balance
After 2026-09-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 5,550 |
Reported balance
After 2026-09-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2026-09-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 52,996 |
Ending reported balance
After 2023-05-31 transaction · row 6
6 source rows · reconciled sequenceRow 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
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 |
|---|---|---|---|---|---|---|
| August 07, 2020 Filed Aug 11, 2020 21:03 UTC | Trade Desk, Inc. TTD · Entity 3752 | SaleClass A Common Stock | 40 | $500.00 | $20,000.00 |
DisclosureSEC source: 0001209191-20-046162 · doc4.xml · nonDerivative · entry 4 GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,247 F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 21:03 UTC | Trade Desk, Inc. TTD · Entity 3752 | Exercise / conversionClass A Common Stock | 40 | $300.01 | $12,000.40 |
DisclosureSEC source: 0001209191-20-046162 · doc4.xml · nonDerivative · entry 3 GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,287 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 07, 2020 Filed Aug 11, 2020 21:03 UTC | Trade Desk, Inc. TTD · Entity 3752 | SaleClass A Common Stock | 37 | $500.00 | $18,500.00 |
DisclosureSEC source: 0001209191-20-046162 · doc4.xml · nonDerivative · entry 2 GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,247 F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 21:03 UTC | Trade Desk, Inc. TTD · Entity 3752 | Exercise / conversionClass A Common Stock | 37 | $272.35 | $10,076.95 |
DisclosureSEC source: 0001209191-20-046162 · doc4.xml · nonDerivative · entry 1 GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,284 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 15, 2020 Filed May 19, 2020 23:42 UTC | Trade Desk, Inc. TTD · Entity 3752 | GrantEmployee Stock Option (Right to Buy) · Derivative | 9,712 | $0.00 Strike: $300.01 | $0.00 |
DisclosureSEC source: 0001209191-20-030728 · doc4.xml · derivative · entry 2 GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,712 Underlying: Class A Common Stock · 9,712 shares Expires 2030-05-15 F2 · derivative.exercise_date: The option was granted on May 15 , 2020, 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 |
| May 15, 2020 Filed May 19, 2020 23:42 UTC | Trade Desk, Inc. TTD · Entity 3752 | GrantClass A Common Stock | 5,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-030728 · doc4.xml · nonDerivative · entry 1 GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,247 F1 · shares: Represents a restricted stock award with a Vesting Commencement Date ("VCD") of May 15, 2020, and which vests as to one-sixteenth (1/16th) of the granted shares on each quarterly anniversary of the VCD, subject to continued employment with the Issuer through the applicable vesting dates. Read SEC document |
| December 27, 2019 Filed Jan 1, 2020 00:04 UTC | Trade Desk, Inc. TTD · Entity 3752 | GrantEmployee Stock Option (Right to Buy) · Derivative | 9,096 | $0.00 Strike: $272.35 | $0.00 |
DisclosureSEC source: 0001209191-19-062336 · doc4.xml · derivative · entry 4 GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,096 Underlying: Class A Common Stock · 9,096 shares Expires 2029-12-27 F3 · derivative.exercise_date: The option was granted on December 27, 2019. The VCD is December 16, 2019. One forty-eighth (1/48th) of the shares subject to the option vest each monthly anniversary of the VCD, subject to continued employment with the Issuer through the applicable vesting dates. Read SEC document |
| December 27, 2019 Filed Jan 1, 2020 00:04 UTC | Trade Desk, Inc. TTD · Entity 3752 | GrantEmployee Stock Option (Right to Buy) · Derivative | 24,379 | $0.00 Strike: $272.35 | $0.00 |
DisclosureSEC source: 0001209191-19-062336 · doc4.xml · derivative · entry 3 GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,379 Underlying: Class A Common Stock · 24,379 shares Expires 2029-12-27 F2 · derivative.exercise_date: The option was granted on December 27, 2019. The VCD is December 16, 2019. One-fourth (1/4th) of the shares subject to the option vest on the first anniversary of the VCD, with one forty-eighth (1/48th) of the shares subject to the original grant vesting on each monthly anniversary thereafter, subject to continued employment with the Issuer through the applicable vesting dates. Read SEC document |
| December 27, 2019 Filed Jan 1, 2020 00:04 UTC | Trade Desk, Inc. TTD · Entity 3752 | GrantClass A Common Stock | 4,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062336 · doc4.xml · nonDerivative · entry 2 GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,864 F1 · shares: Represents a restricted stock award with a Vesting Commencement Date ("VCD") of December 16, 2019, and which vests as to one-fourth of the granted shares on each anniversary of the VCD, subject to continued employment with the Issuer through the applicable vesting dates. Read SEC document |
| December 27, 2019 Filed Jan 1, 2020 00:04 UTC | Trade Desk, Inc. TTD · Entity 3752 | GrantClass A Common Stock | 13,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062336 · doc4.xml · nonDerivative · entry 1 GRAYSON BLAKE JEFFREY · CIK 0001796825 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,010 F1 · shares: Represents a restricted stock award with a Vesting Commencement Date ("VCD") of December 16, 2019, and which vests as to one-fourth of the granted shares on each anniversary of the VCD, subject to continued employment with the Issuer through the applicable vesting dates. 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.