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 |
|---|---|---|---|---|---|---|
| December 15, 2020 Filed Dec 16, 2020 23:34 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 6,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000272 · wf-form4_160816163857584.xml · derivative · entry 5 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,313 Underlying: Common Stock · 6,719 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 common stock of the Issuer upon vesting. F4 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2018, in each case subject to the Reporting Person being a service provider through each such date.The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 23:34 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 125,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000272 · wf-form4_160816163857584.xml · derivative · entry 4 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,058 Underlying: Common Stock · 125,057 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 common stock of the Issuer upon vesting. F2 · derivative.exercise_date: Twenty-five percent of the total RSUs granted vested on January 11, 2018, and the balance of the RSUs shall vest in twelve equal quarterly installments until fully vested on January 11, 2021, in each case subject to the Reporting Person being a service provider through each such date.The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 23:34 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 74,659 | $228.33 | $17,046,889.47 |
DisclosureSEC source: 0001261333-20-000272 · wf-form4_160816163857584.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666,147 Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 23:34 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 150,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000272 · wf-form4_160816163857584.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,740,806 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 29, 2020 Filed Dec 16, 2020 23:34 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GiftCommon Stock | 2,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000272 · wf-form4_160816163857584.xml · nonDerivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,663,434 Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 23:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 5,039 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000214 · wf-form4_160038584681062.xml · derivative · entry 8 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,274 Underlying: Common Stock · 5,039 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_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the Reporting Person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, subject to Reporting Person's continued service with the Issuer through each such vesting date. F8 · derivative.expiration_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the Reporting Person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, subject to Reporting Person's continued service with the Issuer through each such vesting date. Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 23:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 3,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000214 · wf-form4_160038584681062.xml · derivative · entry 7 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,059 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 restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer upon vesting. F7 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of June 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 achange 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, 2020 Filed Sep 17, 2020 23:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 5,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000214 · wf-form4_160038584681062.xml · derivative · entry 6 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,202 Underlying: Common Stock · 5,382 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 common stock of the Issuer upon vesting. F6 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2019, 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 canceled prior to vesting date. Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 23:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 6,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000214 · wf-form4_160038584681062.xml · derivative · entry 5 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,032 Underlying: Common Stock · 6,718 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 common stock of the Issuer upon vesting. F5 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2018, 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 canceled prior to vesting date. Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 23:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 125,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000214 · wf-form4_160038584681062.xml · derivative · entry 4 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,115 Underlying: Common Stock · 125,058 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 common stock of the Issuer upon vesting. F3 · derivative.exercise_date: Twenty-five percent of the total RSUs granted vested on January 11, 2018, and the balance of the RSUs shall vest in twelve equal quarterly installments until fully vested on January 11, 2021, 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 canceled prior to vesting date. Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 23:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GiftCommon Stock | 10,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000214 · wf-form4_160038584681062.xml · nonDerivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,590,232 F1 · balance_after: The total shares reported as directly held in Table I, Column 5 of this Form 4 reflect a decrease of 35,276 shares representing unvested performance stock units that were previously reported in Table I. These performance stock units are now reported in Table II of this Form 4. Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 23:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 74,657 | $202.95 | $15,151,638.15 |
DisclosureSEC source: 0001261333-20-000214 · wf-form4_160038584681062.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,636,434 Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 23:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 145,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000214 · wf-form4_160038584681062.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,711,091 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 15, 2020 Filed Jun 18, 2020 01:55 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 40,312 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000136 · wf-form4_159244530164135.xml · derivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,313 Underlying: Common Stock · 40,312 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_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the Reporting Person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price. F2 · derivative.expiration_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the Reporting Person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price. F3 · balance_after: Represents PSUs subject to certain performance conditions involving the Issuer's stock price which have been met but remain subject to time-based vesting criteria. The remaining PSUs will vest in eight equal quarterly installments over two years, in each case subject to the Reporting Person being a service provider through each such date. The PSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. Read SEC document |
| June 15, 2020 Filed Jun 18, 2020 01:55 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 40,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000136 · wf-form4_159244530164135.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,059,064 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 15, 2020 Filed Jun 18, 2020 01:55 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 90,497 | $162.69 | $14,722,956.93 |
DisclosureSEC source: 0001261333-20-000136 · wf-form4_159244530164135.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,018,752 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 10, 2020 Filed Jun 11, 2020 23:20 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 53,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000129 · wf-form4_159191762323764.xml · derivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,396 Underlying: Common Stock · 53,396 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer upon vesting. F2 · derivative.exercise_date: The restricted stock units will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of June 10, 2020, 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. F3 · derivative.expiration_date: Following vesting, the restricted stock units will settle pursuant to the Issuer's quarterly settlement schedule. The restricted stock units do not expire. Read SEC document |
| March 16, 2020 Filed Apr 17, 2020 23:26 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 68,602 | $77.32 | $5,304,306.64 |
DisclosureSEC source: 0001261333-20-000059 · wf-form4_158716598959490.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,109,249 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 16, 2019 Filed Dec 19, 2019 00:55 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 70,505 | $73.72 | $5,197,628.60 |
DisclosureSEC source: 0001261333-19-000126 · wf-form4_157671692435898.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,177,851 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 13, 2019 Filed Dec 16, 2019 22:46 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,549 | $0.00 Strike: $18.02 | $0.00 |
DisclosureSEC source: 0001261333-19-000118 · wf-form4_157653638755630.xml · derivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,989,822 Underlying: Common Stock · 5,549 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. F1 · derivative.exercise_date: Twenty-Five percent of the shares subject to the option vested on January 11, 2018 and the balance of the shares shall vest in equal monthly installments thereafter for 36 months. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 22:46 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 5,549 | $18.02 | $99,992.98 |
DisclosureSEC source: 0001261333-19-000118 · wf-form4_157653638755630.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,248,356 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 |
| September 15, 2019 Filed Sep 17, 2019 01:31 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 70,502 | $62.49 | $4,405,669.98 |
DisclosureSEC source: 0001261333-19-000085 · wf-form4_156868387074473.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,242,807 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of PSUs and restricted stock units. Read SEC document |
| June 15, 2019 Filed Jun 19, 2019 00:07 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 75,331 | $50.78 | $3,825,308.18 |
DisclosureSEC source: 0001261333-19-000057 · wf-form4_156090285689075.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,313,309 F2 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of PSUs and restricted stock units. Read SEC document |
| June 15, 2019 Filed Jun 19, 2019 00:07 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantCommon Stock | 80,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-19-000057 · wf-form4_156090285689075.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,388,640 F1 · shares: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the reporting person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs began vesting upon the achievement of specified performance metrics related to the Issuer's fiscal year ending January 31, 2019. Twenty-five percent of the PSUs vested on April 22, 2019, and the balance of the PSUs shall vest in twelve equal quarterly installments starting May 10, 2019, in each case subject to the reporting person being a service provider through each such date. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 20:48 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantCommon Stock | 86,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-19-000047 · wf-form4_156037247238583.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,308,015 F1 · shares: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of Issuer's Common Stock. The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2019, in each case subject to the reporting person being a service provider through each such date. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 23:39 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 65,336 | $56.47 | $3,689,523.92 |
DisclosureSEC source: 0001209191-19-020488 · doc4.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,221,904 F1 · shares: Represents shares withheld by the issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of restricted stock units. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 22:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 608,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018569 · doc4.xml · derivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 608,976 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: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the reporting person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price. F2 · derivative.exercise_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the reporting person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price. F2 · derivative.expiration_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the reporting person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 22:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 301,931 | $55.50 | $16,757,170.50 |
DisclosureSEC source: 0001209191-19-018569 · doc4.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,287,240 F1 · kind: Represents shares withheld by the issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of performance stock units. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 22:12 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 608,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018569 · doc4.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,589,171 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 22, 2019 Filed Jan 25, 2019 01:21 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 608,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005254 · doc4.xml · derivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,976 Underlying: Common Stock · 608,975 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: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the reporting person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price. F2 · derivative.exercise_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the reporting person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price. F2 · derivative.expiration_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the reporting person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price. Read SEC document |
| January 22, 2019 Filed Jan 25, 2019 01:21 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 302,059 | $45.85 | $13,849,405.15 |
DisclosureSEC source: 0001209191-19-005254 · doc4.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,980,195 F1 · kind: Represents shares withheld by the issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of performance stock units. Read SEC document |
| January 22, 2019 Filed Jan 25, 2019 01:21 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 608,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005254 · doc4.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,282,254 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 27, 2018 Filed Jan 1, 2019 01:10 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,549 | $0.00 Strike: $18.02 | $0.00 |
DisclosureSEC source: 0001209191-18-064422 · doc4.xml · derivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,995,371 Underlying: Common Stock · 5,549 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. F1 · derivative.exercise_date: Twenty-Five percent of the shares subject to the option vested on January 11, 2018 and the balance of the shares shall vest in equal monthly installments thereafter for 36 months. Read SEC document |
| December 27, 2018 Filed Jan 1, 2019 01:10 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 5,549 | $18.02 | $99,992.98 |
DisclosureSEC source: 0001209191-18-064422 · doc4.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,673,279 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 15, 2018 Filed Dec 18, 2018 01:14 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 440,690 | $40.37 | $17,790,655.30 |
DisclosureSEC source: 0001209191-18-063042 · doc4.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,667,730 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 |
| July 18, 2018 Filed Jul 20, 2018 22:54 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantPerformance Stock Units · Derivative | 80,625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043561 · doc4.xml · derivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,625 Underlying: Common Stock · 80,625 shares Expires not disclosed F2 · derivative.exercise_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the reporting person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price. F2 · derivative.expiration_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the reporting person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price. Read SEC document |
| July 18, 2018 Filed Jul 20, 2018 22:54 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantCommon Stock | 107,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043561 · doc4.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,108,420 F1 · shares: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of Issuer's Common Stock. The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2018, in each case subject to the reporting person being a service provider through each such date. Read SEC document |
| May 27, 2017 Filed May 31, 2017 20:03 UTC | YuMe Inc YUME · Entity 169668 | Exercise / conversionRestricted Stock Units · Derivative | 22,546 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-023195 · doc1.xml · derivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,546 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 vested in full on May 27, 2017. F2 · derivative.expiration_date: The RSUs vested in full on May 27, 2017. Read SEC document |
| May 27, 2017 Filed May 31, 2017 20:03 UTC | YuMe Inc YUME · Entity 169668 | Exercise / conversionCommon Stock | 22,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-023195 · doc1.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,842 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 22, 2016 Filed Oct 28, 2016 21:29 UTC | YuMe Inc YUME · Entity 169668 | Exercise / conversionRestricted Stock Units · Derivative | 4,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-083950 · doc1.xml · derivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,686 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. F1 · kind: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on October 22, 2013. F3 · derivative.exercise_date: The RSUs vested in three equal annual installments commencing on October 22, 2014. Shares of the Issuer's common stock will be delivered to the reporting person upon vesting. F3 · derivative.expiration_date: The RSUs vested in three equal annual installments commencing on October 22, 2014. Shares of the Issuer's common stock will be delivered to the reporting person upon vesting. Read SEC document |
| October 22, 2016 Filed Oct 28, 2016 21:29 UTC | YuMe Inc YUME · Entity 169668 | Exercise / conversionCommon Stock | 4,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-083950 · doc1.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,296 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. F1 · kind: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on October 22, 2013. 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.