Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOCUSIGN, INC.DOCU · Entity 2242 | Director | March 15, 2025 | March 18, 2025 |
| UiPath, Inc.PATH · Entity 2505 | Director | June 25, 2026 | June 29, 2026 |
| YuMe IncYUME · Entity 169668 | Director | May 27, 2017 | May 31, 2017 |
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 March 15, 2025 · Filed March 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 911,279 |
Ending reported balance
After 2025-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-15 · Exercise / conversion · Acquired 2,182 · Balance 911,530 Row 2 · 2025-03-15 · Tax withholding · Disposed 251 · Balance 911,279 F1: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units ("RSU") . |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,182 |
Reported balance
After 2025-03-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-03-15 · Exercise / conversion · Disposed 2,182 · Balance 2,182 F2: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F3: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2021, 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: The RSUs do not expire; they either vest or are canceled prior to vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 139,825 |
Reported balance
Holding disclosure · report date 2025-03-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 139,825 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units ("RSU") .
F2: Each RSU represents a contingent right to receive one share of the Issuer's common stock.
F3: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2021, 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: The RSUs do not expire; they either vest or are canceled prior to vesting date.
UiPath, Inc.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 154,294 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 19,175 · Balance 154,294 F1: This grant was made pursuant to the issuer's non-employee director compensation policy. F2: Includes 19,175 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. Each Annual Director RSU vests on the earlier of the date of the following year's annual meeting (or the date immediately prior to the next annual meeting, if the non-employee director's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election), or the first anniversary of the date of grant, in each case subject to the director's continued service through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: This grant was made pursuant to the issuer's non-employee director compensation policy.
F2: Includes 19,175 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. Each Annual Director RSU vests on the earlier of the date of the following year's annual meeting (or the date immediately prior to the next annual meeting, if the non-employee director's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election), or the first anniversary of the date of grant, in each case subject to the director's continued service through such vesting date.
YuMe Inc
Report date May 27, 2017 · Filed May 31, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 261,842 |
Reported balance
After 2017-05-27 transaction · row 1
1 source rowRow 1 · 2017-05-27 · Exercise / conversion · Acquired 22,546 · Balance 261,842 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-05-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-05-27 · Exercise / conversion · Disposed 22,546 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2: The RSUs vested in full on May 27, 2017. |
| Common StockSEC Table I · non-derivative | IndirectBy Springer Revocable Trust | 50,000 |
Reported balance
Holding disclosure · report date 2017-05-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 50,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: The RSUs vested in full on May 27, 2017.
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 |
|---|---|---|---|---|---|---|
| June 25, 2026 Filed Jun 29, 2026 20:09 UTC | UiPath, Inc. PATH · Entity 2505 | GrantClass A Common Stock | 19,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001517205-26-000003 · primarydocument.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,294 F1 · kind: This grant was made pursuant to the issuer's non-employee director compensation policy. F2 · shares: Includes 19,175 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. Each Annual Director RSU vests on the earlier of the date of the following year's annual meeting (or the date immediately prior to the next annual meeting, if the non-employee director's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election), or the first anniversary of the date of grant, in each case subject to the director's continued service through such vesting date. Read SEC document |
| June 26, 2025 Filed Jul 1, 2025 00:38 UTC | UiPath, Inc. PATH · Entity 2505 | GrantClass A Common Stock | 16,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005140 · primarydocument.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,119 F1 · kind: This grant was made pursuant to the issuer's non-employee director compensation policy. F2 · shares: Includes 16,064 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. Each Annual Director RSU vests on the earlier of the date of the following year's annual meeting (or the date immediately prior to the next annual meeting, if the non-employee director's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election), or the first anniversary of the date of grant, in each case subject to the director's continued service through such 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 | 2,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000027 · wk-form4_1742333728.xml · derivative · entry 4 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,182 Underlying: Common Stock · 2,182 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 in equal quarterly installments over four years, with a vesting commencement date of May 10, 2021, 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 | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000027 · wk-form4_1742333728.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 911,279 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 ("RSU") . Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 2,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000027 · wk-form4_1742333728.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 911,530 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 |
| February 28, 2025 Filed Mar 3, 2025 22:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000009 · wk-form4_1741042555.xml · derivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,069 Underlying: Common Stock · 1,068 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. 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 have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, 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 cancelled prior to vesting date. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:56 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000009 · wk-form4_1741042555.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 909,348 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2024 Filed Dec 18, 2024 01:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000158 · wk-form4_1734484501.xml · derivative · entry 4 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,364 Underlying: Common Stock · 2,182 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 May 10, 2021, 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 01:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 332 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000158 · wk-form4_1734484501.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 908,280 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 |
| December 15, 2024 Filed Dec 18, 2024 01:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 2,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000158 · wk-form4_1734484501.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 908,612 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 01:46 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionStock Option (Right to Buy) · Derivative | 592,686 | $0.00 Strike: $18.02 | $0.00 |
DisclosureSEC source: 0001261333-24-000153 · wk-form4_1733967979.xml · derivative · entry 9 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 592,686 shares Expires 2027-01-22 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_date: Twenty-Five percent of the shares subject to the option shall vest on January 11, 2018 and the balance of the shares shall vest in equal monthly installments thereafter for 36 months. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 01:46 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 58,392 | $100.66 | $5,877,738.72 |
DisclosureSEC source: 0001261333-24-000153 · wk-form4_1733967979.xml · nonDerivative · entry 7 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 906,430 F6 · price: The shares were sold at prices ranging from $100.35 to $101.02. 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 10, 2024 Filed Dec 12, 2024 01:46 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 25,195 | $100.06 | $2,521,011.70 |
DisclosureSEC source: 0001261333-24-000153 · wk-form4_1733967979.xml · nonDerivative · entry 6 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 964,822 F5 · price: The shares were sold at prices ranging from $99.35 to $100.34. 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 10, 2024 Filed Dec 12, 2024 01:46 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 44,031 | $98.88 | $4,353,785.28 |
DisclosureSEC source: 0001261333-24-000153 · wk-form4_1733967979.xml · nonDerivative · entry 5 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 990,017 F4 · price: The shares were sold at prices ranging from $98.28 to $99.27. 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 10, 2024 Filed Dec 12, 2024 01:46 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 47,768 | $97.62 | $4,663,112.16 |
DisclosureSEC source: 0001261333-24-000153 · wk-form4_1733967979.xml · nonDerivative · entry 4 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,034,048 F3 · price: The shares were sold at prices ranging from $97.26 to $98.18. 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 10, 2024 Filed Dec 12, 2024 01:46 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 148,003 | $96.72 | $14,314,850.16 |
DisclosureSEC source: 0001261333-24-000153 · wk-form4_1733967979.xml · nonDerivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,081,816 F2 · price: The shares were sold at prices ranging from $96.26 to $97.25. 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 10, 2024 Filed Dec 12, 2024 01:46 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 258,199 | $95.70 | $24,709,644.30 |
DisclosureSEC source: 0001261333-24-000153 · wk-form4_1733967979.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,229,819 F1 · price: The shares were sold at prices ranging from $95.26 to $96.25. 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 10, 2024 Filed Dec 12, 2024 01:46 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 592,686 | $18.02 | $10,680,201.72 |
DisclosureSEC source: 0001261333-24-000153 · wk-form4_1733967979.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,488,018 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 |
| November 29, 2024 Filed Dec 4, 2024 00:05 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000143 · wk-form4_1733270753.xml · derivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,137 Underlying: Common Stock · 1,068 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. 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 have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, 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 cancelled prior to vesting date. Read SEC document |
| November 29, 2024 Filed Dec 4, 2024 00:05 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000143 · wk-form4_1733270753.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 895,332 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 15, 2024 Filed Sep 17, 2024 21:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000124 · wk-form4_1726608917.xml · derivative · entry 4 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,546 Underlying: Common Stock · 2,182 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 May 10, 2021, 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 | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000124 · wk-form4_1726608917.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 894,264 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 | 2,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000124 · wk-form4_1726608917.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 894,623 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 29, 2024 Filed Aug 29, 2024 21:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000110 · wk-form4_1724965927.xml · derivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,205 Underlying: Common Stock · 1,068 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. 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 have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, 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 cancelled prior to vesting date. Read SEC document |
| August 29, 2024 Filed Aug 29, 2024 21:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000110 · wk-form4_1724965927.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 892,441 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 21:29 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionStock Option (Right to Buy) · Derivative | 70,983 | $0.00 Strike: $18.02 | $0.00 |
DisclosureSEC source: 0001261333-24-000105 · wk-form4_1722979782.xml · derivative · entry 9 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 592,686 Underlying: Common Stock · 70,983 shares Expires 2027-01-22 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_date: Twenty-Five percent of the shares subject to the option shall vest on January 11, 2018 and the balance of the shares shall vest in equal monthly installments thereafter for 36 months. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 21:29 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 23,501 | $50.21 | $1,179,985.21 |
DisclosureSEC source: 0001261333-24-000105 · wk-form4_1722979782.xml · nonDerivative · entry 6 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 891,373 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 $49.96 to $50.56. 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 |
| August 05, 2024 Filed Aug 6, 2024 21:29 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 47,482 | $49.65 | $2,357,481.30 |
DisclosureSEC source: 0001261333-24-000105 · wk-form4_1722979782.xml · nonDerivative · entry 5 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 914,874 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 $48.96 to $49.95. 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 |
| August 05, 2024 Filed Aug 6, 2024 21:29 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 70,983 | $18.02 | $1,279,113.66 |
DisclosureSEC source: 0001261333-24-000105 · wk-form4_1722979782.xml · nonDerivative · entry 4 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 962,356 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 21:29 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionStock Option (Right to Buy) · Derivative | 325,963 | $0.00 Strike: $18.02 | $0.00 |
DisclosureSEC source: 0001261333-24-000105 · wk-form4_1722979782.xml · derivative · entry 8 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 663,669 Underlying: Common Stock · 325,963 shares Expires 2027-01-22 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_date: Twenty-Five percent of the shares subject to the option shall vest on January 11, 2018 and the balance of the shares shall vest in equal monthly installments thereafter for 36 months. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 21:29 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 59,515 | $51.98 | $3,093,589.70 |
DisclosureSEC source: 0001261333-24-000105 · wk-form4_1722979782.xml · nonDerivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 891,373 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 $51.82 to $52.65. 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 |
| August 02, 2024 Filed Aug 6, 2024 21:29 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 298,520 | $51.47 | $15,364,824.40 |
DisclosureSEC source: 0001261333-24-000105 · wk-form4_1722979782.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 950,888 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 $50.82 to $51.81. 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 |
| August 02, 2024 Filed Aug 6, 2024 21:29 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 325,963 | $18.02 | $5,873,853.26 |
DisclosureSEC source: 0001261333-24-000105 · wk-form4_1722979782.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,249,408 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 01, 2024 Filed Aug 3, 2024 00:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionStock Option (Right to Buy) · Derivative | 143,054 | $0.00 Strike: $18.02 | $0.00 |
DisclosureSEC source: 0001261333-24-000103 · wk-form4_1722643961.xml · derivative · entry 6 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 989,632 Underlying: Common Stock · 143,054 shares Expires 2027-01-22 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. F5 · derivative.exercise_date: Twenty-Five percent of the shares subject to the option shall vest on January 11, 2018 and the balance of the shares shall vest in equal monthly installments thereafter for 36 months. Read SEC document |
| August 01, 2024 Filed Aug 3, 2024 00:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 4,002 | $55.44 | $221,870.88 |
DisclosureSEC source: 0001261333-24-000103 · wk-form4_1722643961.xml · nonDerivative · entry 4 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 923,445 F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. Read SEC document |
| August 01, 2024 Filed Aug 3, 2024 00:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 63,117 | $54.49 | $3,439,245.33 |
DisclosureSEC source: 0001261333-24-000103 · wk-form4_1722643961.xml · nonDerivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 927,447 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 $54.16 to $55.10. 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 |
| August 01, 2024 Filed Aug 3, 2024 00:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 219,933 | $53.55 | $11,777,412.15 |
DisclosureSEC source: 0001261333-24-000103 · wk-form4_1722643961.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 990,564 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 $53.15 to $54.14. 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 |
| August 01, 2024 Filed Aug 3, 2024 00:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 143,054 | $18.02 | $2,577,833.08 |
DisclosureSEC source: 0001261333-24-000103 · wk-form4_1722643961.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,210,497 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 20, 2024 Filed Jun 24, 2024 22:47 UTC | UiPath, Inc. PATH · Entity 2505 | GrantClass A Common Stock | 17,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005271 · primarydocument.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,055 F1 · kind: This grant was made pursuant to the issuer's non-employee director compensation policy. F2 · shares: Includes 17,021 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. Each Annual Director RSU vests on the earlier of the date of the following year's annual meeting (or the date immediately prior to the next annual meeting, if the non-employee director's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election), or the first anniversary of the date of grant, in each case subject to the director's continued service through such vesting date. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 00:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000091 · wk-form4_1718669551.xml · derivative · entry 5 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,728 Underlying: Common Stock · 2,182 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, 2021, 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 17, 2024 Filed Jun 18, 2024 00:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000091 · wk-form4_1718669551.xml · derivative · entry 4 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,338 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through 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 17, 2024 Filed Jun 18, 2024 00:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 972 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000091 · wk-form4_1718669551.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,067,443 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 00:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 5,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000091 · wk-form4_1718669551.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,068,415 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 29, 2024 Filed May 30, 2024 22:06 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 4,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000070 · wk-form4_1717106806.xml · derivative · entry 4 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,273 Underlying: Common Stock · 4,273 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, 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 cancelled prior to vesting date. Read SEC document |
| May 29, 2024 Filed May 30, 2024 22:06 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 998 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000070 · wk-form4_1717106806.xml · derivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 998 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. 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 have a vest commencement date of May 31, 2023 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, 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 cancelled prior to vesting date. Read SEC document |
| May 29, 2024 Filed May 30, 2024 22:06 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 998 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000070 · wk-form4_1717106806.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,062,895 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 |
| March 15, 2024 Filed Mar 18, 2024 22:19 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 2,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000034 · wk-form4_1710800342.xml · derivative · entry 5 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,910 Underlying: Common Stock · 2,182 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 common stock of the Issuer upon vesting. F5 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2021, 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, 2024 Filed Mar 18, 2024 22:19 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000034 · wk-form4_1710800342.xml · derivative · entry 4 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,338 Underlying: Common Stock · 3,337 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 common stock of the Issuer upon vesting. F3 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through 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, 2024 Filed Mar 18, 2024 22:19 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 1,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000034 · wk-form4_1710800342.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,061,897 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 ("RSU"). Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 22:19 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 5,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000034 · wk-form4_1710800342.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,063,003 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.