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 |
|---|---|---|---|---|---|---|
| March 15, 2025 Filed Mar 18, 2025 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 1,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000029 · wk-form4_1742333747.xml · derivative · entry 8 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,292 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 One-Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/3 of any achieved free cash flow-based PSUs will vest following the one-year anniversary of the 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 One-Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/3 of any achieved free cash flow-based PSUs will vest following the one-year anniversary of the 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 |
| March 15, 2025 Filed Mar 18, 2025 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000029 · wk-form4_1742333747.xml · derivative · entry 7 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,678 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 "One-Year 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 "One-Year 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 |
| March 15, 2025 Filed Mar 18, 2025 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000029 · wk-form4_1742333747.xml · derivative · entry 6 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,812 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 |
| March 15, 2025 Filed Mar 18, 2025 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000029 · wk-form4_1742333747.xml · derivative · entry 5 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,685 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 |
| March 15, 2025 Filed Mar 18, 2025 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000029 · wk-form4_1742333747.xml · derivative · entry 4 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,590 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 |
| March 15, 2025 Filed Mar 18, 2025 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 4,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000029 · wk-form4_1742333747.xml · derivative · entry 3 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,957 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 |
| March 15, 2025 Filed Mar 18, 2025 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 5,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000029 · wk-form4_1742333747.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,375 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 |
| March 15, 2025 Filed Mar 18, 2025 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 14,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000029 · wk-form4_1742333747.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,654 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 02, 2025 Filed Jan 2, 2025 22:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 841 | $90.53 | $76,135.73 |
DisclosureSEC source: 0001261333-25-000002 · wk-form4_1735857424.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,781 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 $90.52 to $90.55. 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, 2025 Filed Jan 2, 2025 22:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 6,659 | $90.13 | $600,175.67 |
DisclosureSEC source: 0001261333-25-000002 · wk-form4_1735857424.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,622 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 $89.52 to $90.42. 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, 2024 Filed Dec 18, 2024 01:14 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 1,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000156 · wk-form4_1734484480.xml · derivative · entry 8 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,750 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 One-Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash-flow based PSUs. To the extent achieved, 1/3 of any achieved free cash-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 One-Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash-flow based PSUs. To the extent achieved, 1/3 of any achieved free cash-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, 2024 Filed Dec 18, 2024 01:14 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000156 · wk-form4_1734484480.xml · derivative · entry 7 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,214 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 "One-Year 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 "One-Year 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, 2024 Filed Dec 18, 2024 01:14 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000156 · wk-form4_1734484480.xml · derivative · entry 6 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,182 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, 2024 Filed Dec 18, 2024 01:14 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000156 · wk-form4_1734484480.xml · derivative · entry 5 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,872 Underlying: Common Stock · 2,188 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, 2024 Filed Dec 18, 2024 01:14 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000156 · wk-form4_1734484480.xml · derivative · entry 4 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,521 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, 2024 Filed Dec 18, 2024 01:14 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 4,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000156 · wk-form4_1734484480.xml · derivative · entry 3 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,348 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, 2024 Filed Dec 18, 2024 01:14 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 6,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000156 · wk-form4_1734484480.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,281 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, 2024 Filed Dec 18, 2024 01:14 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 14,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000156 · wk-form4_1734484480.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,176 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 09, 2024 Filed Oct 10, 2024 20:21 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 4,285 | $68.17 | $292,108.45 |
DisclosureSEC source: 0001415889-24-024978 · form4-10102024_081035.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,301 F1 · kind: The transaction was effected pursuant to a 10b5-1 plan adopted by the Reporting Person. F3 · price: The shares were sold at prices ranging from $67.91 to $68.58. 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 09, 2024 Filed Oct 10, 2024 20:21 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 3,215 | $67.37 | $216,594.55 |
DisclosureSEC source: 0001415889-24-024978 · form4-10102024_081035.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,586 F1 · kind: The transaction was effected pursuant to a 10b5-1 plan adopted by the Reporting Person. F2 · price: The shares were sold at prices ranging from $66.88 to $67.87. 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 18, 2024 Filed Sep 18, 2024 22:55 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 1,800 | $55.36 | $99,648.00 |
DisclosureSEC source: 0001261333-24-000131 · wk-form4_1726700135.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,801 F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 22:55 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 1,800 | $56.98 | $102,564.00 |
DisclosureSEC source: 0001261333-24-000131 · wk-form4_1726700135.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,601 F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000125 · wk-form4_1726608927.xml · derivative · entry 8 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,750 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 performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of Issuer common stock. F10 · derivative.exercise_date: The PSUs will vest depending on the Company's free cash flow for the One-Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash-flow based PSUs. To the extent achieved 1/3 of any achieved free cash-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 One-Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash-flow based PSUs. To the extent achieved 1/3 of any achieved free cash-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, 2024 Filed Sep 17, 2024 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 1,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000125 · wk-form4_1726608927.xml · derivative · entry 7 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,208 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 performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of Issuer 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 "One-Year 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 "One-Year 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, 2024 Filed Sep 17, 2024 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000125 · wk-form4_1726608927.xml · derivative · entry 6 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,552 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 restricted stock unit ("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, 2024 Filed Sep 17, 2024 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000125 · wk-form4_1726608927.xml · derivative · entry 5 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,060 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 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, 2024 Filed Sep 17, 2024 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000125 · wk-form4_1726608927.xml · derivative · entry 4 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,453 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs will vest in 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, 2024 Filed Sep 17, 2024 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 4,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000125 · wk-form4_1726608927.xml · derivative · entry 3 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,739 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The RSUs will vest 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, 2024 Filed Sep 17, 2024 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 6,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000125 · wk-form4_1726608927.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,401 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units. Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 14,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000125 · wk-form4_1726608927.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,296 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 09, 2024 Filed Jul 9, 2024 23:07 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantPerformance Stock Units · Derivative | 13,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000099 · wk-form4_1720566471.xml · derivative · entry 4 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,480 Underlying: Common Stock · 13,480 shares Expires not disclosed F4 · derivative.exercise_price: Each performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. F7 · derivative.exercise_date: The PSUs will vest depending on the Company's free cash flow for the One Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/3 of any achieved free cash flow-based PSUs will vest following the one-year anniversary of the vesting commencement date and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions. F7 · derivative.expiration_date: The PSUs will vest depending on the Company's free cash flow for the One Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash flow-based PSUs. To the extent achieved, 1/3 of any achieved free cash flow-based PSUs will vest following the one-year anniversary of the vesting commencement date and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions. Read SEC document |
| July 09, 2024 Filed Jul 9, 2024 23:07 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantPerformance Stock Units · Derivative | 13,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000099 · wk-form4_1720566471.xml · derivative · entry 3 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,480 Underlying: Common Stock · 13,480 shares Expires not disclosed F4 · derivative.exercise_price: Each performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2025 (the "One-Year Performance Period"). The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/3 of any achieved subscription revenue-based PSUs will vest following the one-year anniversary of the vesting commencement date and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions. F6 · derivative.expiration_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2025 (the "One-Year Performance Period"). The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/3 of any achieved subscription revenue-based PSUs will vest following the one-year anniversary of the vesting commencement date and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions. Read SEC document |
| July 09, 2024 Filed Jul 9, 2024 23:07 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantPerformance Stock Units · Derivative | 26,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000099 · wk-form4_1720566471.xml · derivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,961 Underlying: Common Stock · 26,961 shares Expires not disclosed F4 · derivative.exercise_price: Each performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The PSUs will vest depending on the Company's total shareholder return ("TSR") over a three-year performance period, relative to companies in the Nasdaq Composite Index, subject to continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs. F5 · derivative.expiration_date: The PSUs will vest depending on the Company's total shareholder return ("TSR") over a three-year performance period, relative to companies in the Nasdaq Composite Index, subject to continued service with certain limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target number of TSR-based PSUs. Read SEC document |
| July 09, 2024 Filed Jul 9, 2024 23:07 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 53,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000099 · wk-form4_1720566471.xml · derivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,922 Underlying: Common Stock · 53,922 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2024, in each case subject to the reporting person being a service provider through such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 00:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 5,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000093 · wk-form4_1718669574.xml · derivative · entry 7 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,666 Underlying: Common Stock · 5,830 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. F7 · derivative.exercise_price: Each performance-vested restricted stock unit ("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 free cash flow for the One-Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash-flow based PSUs. To the extent achieved, 1/3 of any achieved free cash-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 free cash flow for the One-Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash-flow based PSUs. To the extent achieved, 1/3 of any achieved free cash-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 17, 2024 Filed Jun 18, 2024 00:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 2,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000093 · wk-form4_1718669574.xml · derivative · entry 6 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,286 Underlying: Common Stock · 2,143 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. F7 · derivative.exercise_price: Each performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. F8 · derivative.exercise_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2024 (the "One-Year 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. F8 · derivative.expiration_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2024 (the "One-Year 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 17, 2024 Filed Jun 18, 2024 00:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000093 · wk-form4_1718669574.xml · derivative · entry 5 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,385 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of July 10, 2022, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 00:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000093 · wk-form4_1718669574.xml · derivative · entry 4 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,247 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs will vest in 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 cancelled prior to vesting date. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 00:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 10,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000093 · wk-form4_1718669574.xml · derivative · entry 3 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,130 Underlying: Common Stock · 10,246 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The RSUs will vest 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 cancelled prior to vesting date. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 00:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 10,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000093 · wk-form4_1718669574.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,422 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 00:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 23,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000093 · wk-form4_1718669574.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,240 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 12, 2024 Filed Jun 12, 2024 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 1,800 | $52.61 | $94,698.00 |
DisclosureSEC source: 0001261333-24-000088 · wk-form4_1718228109.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,903 F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 1,800 | $50.98 | $91,764.00 |
DisclosureSEC source: 0001261333-24-000088 · wk-form4_1718228109.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,703 F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. Read SEC document |
| April 03, 2024 Filed Apr 3, 2024 23:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 7,200 | $60.00 | $432,000.00 |
DisclosureSEC source: 0001261333-24-000049 · wk-form4_1712185998.xml · nonDerivative · entry 3 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,503 F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. Read SEC document |
| April 03, 2024 Filed Apr 3, 2024 23:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 1,800 | $58.10 | $104,580.00 |
DisclosureSEC source: 0001261333-24-000049 · wk-form4_1712185998.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,703 F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. Read SEC document |
| April 02, 2024 Filed Apr 3, 2024 23:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 1,800 | $57.50 | $103,500.00 |
DisclosureSEC source: 0001261333-24-000049 · wk-form4_1712185998.xml · nonDerivative · entry 1 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,503 F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 22:19 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000035 · wk-form4_1710800356.xml · derivative · entry 5 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,434 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 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 cancelled prior to vesting date. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 22:19 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 10,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000035 · wk-form4_1710800356.xml · derivative · entry 4 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,376 Underlying: Common Stock · 10,246 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: 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 cancelled prior to vesting date. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 22:19 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000035 · wk-form4_1710800356.xml · derivative · entry 3 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,316 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The RSUs will vest in 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 RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 22:19 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 7,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000035 · wk-form4_1710800356.xml · nonDerivative · entry 2 Shaughnessy James P · CIK 0001294600 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,303 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.