Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOCUSIGN, INC.DOCU · Entity 2242 | Chief Legal Officer | October 01, 2026 | October 02, 2026 |
| Workday, Inc.WDAY · Entity 1785 | SVP, General Counsel & Secty | July 15, 2019 | July 17, 2019 |
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 October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,591 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Sale · Disposed 11,600 · Balance 50,991 F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F2: The shares were sold at prices ranging from $68.30 to $69.23. 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. Row 2 · 2026-10-01 · Sale · Disposed 400 · Balance 50,591 F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F3: The shares were sold at prices ranging from $69.39 to $69.68. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.
F2: The shares were sold at prices ranging from $68.30 to $69.23. 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.
F3: The shares were sold at prices ranging from $69.39 to $69.68. 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.
Workday, Inc.
Report date July 15, 2019 · Filed July 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 39,114 |
Last balance in matching sequence
After 2019-07-15 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2019-07-15 · Sale · Disposed 727 · Balance 39,714 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person and represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs). These sales are mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $217.8642 to $218.8641, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F3: Includes 34,120 RSUs that entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, from original grants consisting i) 15,661 RSUs with a grant date of 4/22/2019, which will vest as to 25% of the underlying shares on 4/15/2020 and then quarterly thereafter; and ii) 42,192 RSUs with a grant date of 4/14/2017, which vested or will vest as to 25% of the underlying shares on the one-year anniversary of grant and then quarterly thereafter. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting dates. Row 2 · 2019-07-15 · Sale · Disposed 600 · Balance 39,114 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person and represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs). These sales are mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $219.7400 to $220.7399, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F3: Includes 34,120 RSUs that entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, from original grants consisting i) 15,661 RSUs with a grant date of 4/22/2019, which will vest as to 25% of the underlying shares on 4/15/2020 and then quarterly thereafter; and ii) 42,192 RSUs with a grant date of 4/14/2017, which vested or will vest as to 25% of the underlying shares on the one-year anniversary of grant and then quarterly thereafter. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting dates. |
| Class A Common StockSEC Table I · non-derivative | IndirectShaughnessy Family Trust Agreement u/a/d 11/15/13 | 36,239 |
Reported balance
Holding disclosure · report date 2019-07-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 36,239 |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person and represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs). These sales are mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $217.8642 to $218.8641, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4.
F3: Includes 34,120 RSUs that entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, from original grants consisting i) 15,661 RSUs with a grant date of 4/22/2019, which will vest as to 25% of the underlying shares on 4/15/2020 and then quarterly thereafter; and ii) 42,192 RSUs with a grant date of 4/14/2017, which vested or will vest as to 25% of the underlying shares on the one-year anniversary of grant and then quarterly thereafter. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting dates.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $219.7400 to $220.7399, inclusive. The Reporting Person undertakes to provide to Workday, Inc., any security holder of Workday, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4.
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 |
|---|---|---|---|---|---|---|
| January 02, 2026 Filed Jan 6, 2026 23:00 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 2,670 | $68.45 | $182,761.50 |
DisclosureSEC source: 0001294600-26-000002 · wk-form4_1767740403.xml · nonDerivative · entry 4 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,550 F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F5 · price: The shares were sold at prices ranging from $67.95 to $68.68. 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 |
| January 02, 2026 Filed Jan 6, 2026 23:00 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 4,164 | $67.28 | $280,153.92 |
DisclosureSEC source: 0001294600-26-000002 · wk-form4_1767740403.xml · nonDerivative · entry 3 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,220 F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F4 · price: The shares were sold at prices ranging from $66.95 to $67.75. 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 |
| January 02, 2026 Filed Jan 6, 2026 23:00 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 2,720 | $66.74 | $181,532.80 |
DisclosureSEC source: 0001294600-26-000002 · wk-form4_1767740403.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,384 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 $66.18 to $66.93. 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 |
| January 02, 2026 Filed Jan 6, 2026 23:00 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 2,446 | $65.39 | $159,943.94 |
DisclosureSEC source: 0001294600-26-000002 · wk-form4_1767740403.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 64,104 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 $64.97 to $65.95. 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, 2025 Filed Dec 17, 2025 23:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 1,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001294600-25-000008 · wk-form4_1766015813.xml · derivative · entry 11 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,215 Underlying: Common Stock · 1,545 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. F9 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's common stock. F13 · derivative.exercise_date: 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 vesting commencement date and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions. F13 · derivative.expiration_date: 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 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 |
| December 15, 2025 Filed Dec 17, 2025 23:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 1,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001294600-25-000008 · wk-form4_1766015813.xml · derivative · entry 10 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,928 Underlying: Common Stock · 1,093 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. F9 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's common stock. F12 · derivative.exercise_date: 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 vesting commencement date and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions. F12 · derivative.expiration_date: 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 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 |
| December 15, 2025 Filed Dec 17, 2025 23:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 1,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001294600-25-000008 · wk-form4_1766015813.xml · derivative · entry 9 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,918 Underlying: Common Stock · 1,458 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. F9 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's common stock. F11 · derivative.exercise_date: The PSUs will vest depending on the Company's free cash flow for the FY24 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. F11 · derivative.expiration_date: The PSUs will vest depending on the Company's free cash flow for the FY24 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. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 23:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 535 | $0.00 | $0.00 |
DisclosureSEC source: 0001294600-25-000008 · wk-form4_1766015813.xml · derivative · entry 8 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,071 Underlying: Common Stock · 535 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. F9 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's common stock. F10 · derivative.exercise_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2024 (the "FY24 Performance Period"). The maximum number of the 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 · derivative.expiration_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2024 (the "FY24 Performance Period"). The maximum number of the 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. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 23:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001294600-25-000008 · wk-form4_1766015813.xml · derivative · entry 7 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,656 Underlying: Common Stock · 3,457 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 RSU represents a contingent right to receive one share of the Issuer's common stock. F8 · derivative.exercise_date: 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 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 23:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001294600-25-000008 · wk-form4_1766015813.xml · derivative · entry 6 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,702 Underlying: Common Stock · 3,370 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 RSU represents a contingent right to receive one share of the Issuer's common stock. F7 · 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 or are canceled prior to vesting date. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 23:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001294600-25-000008 · wk-form4_1766015813.xml · derivative · entry 5 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,124 Underlying: Common Stock · 2,187 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 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, 2023, 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 or are canceled prior to vesting date. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 23:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001294600-25-000008 · wk-form4_1766015813.xml · derivative · entry 4 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,795 Underlying: Common Stock · 2,932 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 RSU represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of July 10, 2022, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units 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 or are canceled prior to vesting date. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 23:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 4,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001294600-25-000008 · wk-form4_1766015813.xml · derivative · entry 3 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,783 Underlying: Common Stock · 4,391 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 RSU represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The RSUs will vest 35% on the one year anniversary of the grant date, 35% in equal quarterly installments after year one, 15% in equal quarterly installments after year two, and 15% in equal quarterly installments after year 3, with a vesting commencement date of June 10, 2022, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units 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 or are canceled prior to vesting date. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 23:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 9,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001294600-25-000008 · wk-form4_1766015813.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,550 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 ("RSUs") or performance-vested restricted stock units ("PSUs"). Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 23:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 20,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001294600-25-000008 · wk-form4_1766015813.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,410 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 |
| October 01, 2025 Filed Oct 2, 2025 21:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 5,582 | $71.36 | $398,331.52 |
DisclosureSEC source: 0001294600-25-000006 · wk-form4_1759440498.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 55,442 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 $71.00 to $71.75. 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 |
| October 01, 2025 Filed Oct 2, 2025 21:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 1,918 | $70.71 | $135,621.78 |
DisclosureSEC source: 0001294600-25-000006 · wk-form4_1759440498.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,024 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 $70.05 to $70.97. 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 |
| September 15, 2025 Filed Sep 17, 2025 21:51 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 1,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000138 · wk-form4_1758145873.xml · derivative · entry 11 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,760 Underlying: Common Stock · 1,544 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. F9 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's common stock. F13 · derivative.exercise_date: 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. F13 · derivative.expiration_date: 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. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:51 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 1,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000138 · wk-form4_1758145873.xml · derivative · entry 10 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,021 Underlying: Common Stock · 1,092 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. F9 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's common stock. F12 · derivative.exercise_date: 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. F12 · derivative.expiration_date: 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. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:51 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 1,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000138 · wk-form4_1758145873.xml · derivative · entry 9 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,376 Underlying: Common Stock · 1,458 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. F9 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's common stock. F11 · derivative.exercise_date: The PSUs will vest depending on the Company's free cash flow for the FY24 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. F11 · derivative.expiration_date: The PSUs will vest depending on the Company's free cash flow for the FY24 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. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:51 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000138 · wk-form4_1758145873.xml · derivative · entry 8 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,606 Underlying: Common Stock · 536 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. F9 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's common stock. F10 · derivative.exercise_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2024 (the "FY24 Performance Period"). The maximum number of the 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 · derivative.expiration_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2024 (the "FY24 Performance Period"). The maximum number of the 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. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:51 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000138 · wk-form4_1758145873.xml · derivative · entry 7 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,113 Underlying: Common Stock · 3,457 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 RSU represents a contingent right to receive one share of the Issuer's common stock. F8 · derivative.exercise_date: 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 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:51 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000138 · wk-form4_1758145873.xml · derivative · entry 6 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,072 Underlying: Common Stock · 3,370 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 RSU represents a contingent right to receive one share of the Issuer's common stock. F7 · 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 or are canceled prior to vesting date. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:51 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000138 · wk-form4_1758145873.xml · derivative · entry 5 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,311 Underlying: Common Stock · 2,187 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 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, 2023, 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 or are canceled prior to vesting date. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:51 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000138 · wk-form4_1758145873.xml · derivative · entry 4 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,727 Underlying: Common Stock · 2,931 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 RSU represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of July 10, 2022, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units 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 or are canceled prior to vesting date. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:51 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 4,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000138 · wk-form4_1758145873.xml · derivative · entry 3 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,174 Underlying: Common Stock · 4,391 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 RSU represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The RSUs will vest 35% on the one year anniversary of the grant date, 35% in equal quarterly installments after year one, 15% in equal quarterly installments after year two, and 15% in equal quarterly installments after year 3, with a vesting commencement date of June 10, 2022, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units 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 or are canceled prior to vesting date. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:51 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 9,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000138 · wk-form4_1758145873.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,942 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 ("RSUs") or performance-vested restricted stock units ("PSUs"). Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:51 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 20,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000138 · wk-form4_1758145873.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,783 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 14, 2025 Filed Jul 17, 2025 00:16 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantPerformance Stock Units · Derivative | 8,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000107 · wk-form4_1752711397.xml · derivative · entry 4 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,642 Underlying: Common Stock · 8,642 shares Expires not disclosed F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting. F8 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of free cash flow goals over the Financial Performance Period, with the goals established at the beginning of the first and second 12-month periods during the Financial 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, 1/2 of any achieved free cash flow-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions. F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 14, 2025 Filed Jul 17, 2025 00:16 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantPerformance Stock Units · Derivative | 8,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000107 · wk-form4_1752711397.xml · derivative · entry 3 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,642 Underlying: Common Stock · 8,642 shares Expires not disclosed F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting. F7 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of subscription revenue goals over a two-year performance period (the "Financial Performance Period"), with the goals established at the beginning of the first and second 12-month periods during the Financial 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, 1/2 of any achieved subscription revenue-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions. F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 14, 2025 Filed Jul 17, 2025 00:16 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantPerformance Stock Units · Derivative | 17,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000107 · wk-form4_1752711397.xml · derivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,285 Underlying: Common Stock · 17,285 shares Expires not disclosed F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting. F5 · derivative.exercise_date: The PSUs will vest depending on the Company's total shareholder return ("TSR") over a three-year performance period (the "TSR Performance Period"), relative to companies in the S&P Software & Services Select Industry Index, subject to the Reporting Person's 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. F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 14, 2025 Filed Jul 17, 2025 00:16 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 34,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000107 · wk-form4_1752711397.xml · derivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,570 Underlying: Common Stock · 34,570 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, 2025, 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 |
| July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment | DOCUSIGN, INC. DOCU · Entity 2242 | GrantPerformance Stock Units · Derivative | 8,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000116 · wk-form4a_1752785703.xml · derivative · entry 4 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,642 Underlying: Common Stock · 8,642 shares Expires not disclosed F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting. F8 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of free cash flow goals over the Financial Performance Period, with the goals established at the beginning of the first and second 12-month periods during the Financial 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, 1/2 of any achieved free cash flow-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions. F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment | DOCUSIGN, INC. DOCU · Entity 2242 | GrantPerformance Stock Units · Derivative | 8,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000116 · wk-form4a_1752785703.xml · derivative · entry 3 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,642 Underlying: Common Stock · 8,642 shares Expires not disclosed F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting. F7 · derivative.exercise_date: The PSUs will vest depending on the Issuer's achievement of subscription revenue goals over a two-year performance period (the "Financial Performance Period"), with the goals established at the beginning of the first and second 12-month periods during the Financial 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, 1/2 of any achieved subscription revenue-based PSUs will vest on June 10, 2027 and the balance will vest in four equal quarterly installments thereafter, subject to the Reporting Person's continued service with certain limited exceptions. F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment | DOCUSIGN, INC. DOCU · Entity 2242 | GrantPerformance Stock Units · Derivative | 17,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000116 · wk-form4a_1752785703.xml · derivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,285 Underlying: Common Stock · 17,285 shares Expires not disclosed F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting. F5 · derivative.exercise_date: The PSUs will vest depending on the Company's total shareholder return ("TSR") over a three-year performance period (the "TSR Performance Period"), relative to companies in the S&P Software & Services Select Industry Index, subject to the Reporting Person's 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. F6 · derivative.expiration_date: PSUs do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 14, 2025 Filed Jul 17, 2025 20:55 UTC Amendment | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 34,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000116 · wk-form4a_1752785703.xml · derivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,570 Underlying: Common Stock · 34,570 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 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. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:11 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 761 | $77.70 | $59,129.70 |
DisclosureSEC source: 0001261333-25-000095 · wk-form4_1751487092.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,817 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 $77.68 to $77.81. 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 |
| July 01, 2025 Filed Jul 2, 2025 20:11 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 6,739 | $77.27 | $520,722.53 |
DisclosureSEC source: 0001261333-25-000095 · wk-form4_1751487092.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,578 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 $76.67 to $77.65. 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 15, 2025 Filed Jun 17, 2025 22:03 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 6,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000085 · wk-form4_1750197807.xml · derivative · entry 10 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,304 Underlying: Common Stock · 6,176 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. F8 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's common stock. F12 · derivative.exercise_date: 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. F12 · derivative.expiration_date: 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. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:03 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 4,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000085 · wk-form4_1750197807.xml · derivative · entry 9 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,113 Underlying: Common Stock · 4,367 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. F8 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's common stock. F11 · derivative.exercise_date: 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. F11 · derivative.expiration_date: 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. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:03 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 1,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000085 · wk-form4_1750197807.xml · derivative · entry 8 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,834 Underlying: Common Stock · 1,458 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. F8 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's common stock. F10 · derivative.exercise_date: The PSUs will vest depending on the Company's free cash flow for the FY24 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. F10 · derivative.expiration_date: The PSUs will vest depending on the Company's free cash flow for the FY24 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. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:03 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000085 · wk-form4_1750197807.xml · derivative · entry 7 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,142 Underlying: Common Stock · 536 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. F8 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's common stock. F9 · derivative.exercise_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2024 (the "FY24 Performance Period"). The maximum number of the 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. F9 · derivative.expiration_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2024 (the "FY24 Performance Period"). The maximum number of the 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. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:03 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000085 · wk-form4_1750197807.xml · derivative · entry 6 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,442 Underlying: Common Stock · 3,370 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 RSU represents a contingent right to receive one share of the Issuer's common stock. F7 · 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 or are canceled prior to vesting date. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:03 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000085 · wk-form4_1750197807.xml · derivative · entry 5 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,498 Underlying: Common Stock · 2,187 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 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, 2023, 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 or are canceled prior to vesting date. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:03 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000085 · wk-form4_1750197807.xml · derivative · entry 4 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,658 Underlying: Common Stock · 2,932 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 RSU represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of July 10, 2022, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units 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 or are canceled prior to vesting date. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:03 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 4,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000085 · wk-form4_1750197807.xml · derivative · entry 3 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,565 Underlying: Common Stock · 4,392 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 RSU represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The RSUs will vest 35% on the one year anniversary of the grant date, 35% in equal quarterly installments after year one, 15% in equal quarterly installments after year two, and 15% in equal quarterly installments after year 3, with a vesting commencement date of June 10, 2022, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units 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 or are canceled prior to vesting date. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:03 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 11,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000085 · wk-form4_1750197807.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,317 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 ("RSUs") or performance-vested restricted stock units ("PSUs"). Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:03 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 25,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000085 · wk-form4_1750197807.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,293 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 01, 2025 Filed Apr 2, 2025 22:36 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 600 | $81.86 | $49,116.00 |
DisclosureSEC source: 0001261333-25-000035 · wk-form4_1743633392.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,875 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 $81.73 to $81.93. 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 |
| April 01, 2025 Filed Apr 2, 2025 22:36 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 6,900 | $81.26 | $560,694.00 |
DisclosureSEC source: 0001261333-25-000035 · wk-form4_1743633392.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,475 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 $80.73 to $81.69. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.