Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOCUSIGN, INC.DOCU · Entity 2242 | President, Field Operations | July 09, 2024 | July 10, 2024 |
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 July 09, 2024 · Filed July 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-07-09 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-07-09 · Sale · Disposed 17,960 · Balance 17,340 F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F2: The shares were sold at prices ranging from $52.15 to $53.03. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 2 · 2024-07-09 · Sale · Disposed 8,381 · Balance 8,959 F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F3: The shares were sold at prices ranging from $53.21 to $53.64. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 3 · 2024-07-09 · Sale · Disposed 6,105 · Balance 2,854 F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F4: The shares were sold at prices ranging from $52.16 to $53.03. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 4 · 2024-07-09 · Sale · Disposed 2,854 · Balance 0 F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F5: The shares were sold at prices ranging from $53.21 to $53.73. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.
F2: The shares were sold at prices ranging from $52.15 to $53.03. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F3: The shares were sold at prices ranging from $53.21 to $53.64. 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.
F4: The shares were sold at prices ranging from $52.16 to $53.03. 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.
F5: The shares were sold at prices ranging from $53.21 to $53.73. 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.
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 |
|---|---|---|---|---|---|---|
| July 09, 2024 Filed Jul 10, 2024 00:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 2,854 | $53.46 | $152,574.84 |
DisclosureSEC source: 0001261333-24-000102 · wk-form4_1720570521.xml · nonDerivative · entry 4 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 $53.21 to $53.73. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 09, 2024 Filed Jul 10, 2024 00:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 6,105 | $52.59 | $321,061.95 |
DisclosureSEC source: 0001261333-24-000102 · wk-form4_1720570521.xml · nonDerivative · entry 3 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,854 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 $52.16 to $53.03. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 09, 2024 Filed Jul 10, 2024 00:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 8,381 | $53.45 | $447,964.45 |
DisclosureSEC source: 0001261333-24-000102 · wk-form4_1720570521.xml · nonDerivative · entry 2 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,959 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 $53.21 to $53.64. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 09, 2024 Filed Jul 10, 2024 00:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 17,960 | $52.60 | $944,696.00 |
DisclosureSEC source: 0001261333-24-000102 · wk-form4_1720570521.xml · nonDerivative · entry 1 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,340 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 $52.15 to $53.03. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 00:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 13,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000094 · wk-form4_1718669585.xml · derivative · entry 6 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,248 Underlying: Common Stock · 13,122 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. F6 · derivative.exercise_price: Each performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. F8 · derivative.exercise_date: The PSUs will vest depending on the Company's free cash flow for the One-Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash-flow based PSUs. To the extent achieved, 1/3 of any achieved free cash-based PSUs will vest following the one-year anniversary of the date of grant and the balance will vest in eight equal quarterly installments thereafter subject to continued service with certain limited exceptions. F8 · derivative.expiration_date: The PSUs will vest depending on the Company's free cash flow for the One-Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash-flow based PSUs. To the extent achieved, 1/3 of any achieved free cash-based PSUs will vest following the one-year anniversary of the date of grant and the balance will vest in eight equal quarterly installments thereafter subject to continued service with certain limited exceptions. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 00:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionPerformance Stock Units · Derivative | 4,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000094 · wk-form4_1718669585.xml · derivative · entry 5 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,645 Underlying: Common Stock · 4,823 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. F6 · derivative.exercise_price: Each performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. F7 · derivative.exercise_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2024 (the "One-Year Performance Period"). The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/3 of any achieved subscription revenue-based PSUs will vest following the one-year anniversary of the date of grant and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions. F7 · derivative.expiration_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2024 (the "One-Year Performance Period"). The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/3 of any achieved subscription revenue-based PSUs will vest following the one-year anniversary of the date of grant and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 00:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 4,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000094 · wk-form4_1718669585.xml · derivative · entry 4 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,055 Underlying: Common Stock · 4,922 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2023, in each case subject to the reporting person being a service provider through such date. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 00:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 24,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000094 · wk-form4_1718669585.xml · derivative · entry 3 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,436 Underlying: Common Stock · 24,429 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 25% over the first year, while the remaining will vest in twelve (12) equal quarterly installments over three years, with a vesting commencement date of May 10, 2022, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 00:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 20,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000094 · wk-form4_1718669585.xml · nonDerivative · entry 2 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,300 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 00:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 47,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000094 · wk-form4_1718669585.xml · nonDerivative · entry 1 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,255 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 19, 2024 Filed Mar 19, 2024 23:48 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 100 | $57.47 | $5,747.00 |
DisclosureSEC source: 0001261333-24-000037 · wk-form4_1710892081.xml · nonDerivative · entry 4 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,959 F2 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. Read SEC document |
| March 19, 2024 Filed Mar 19, 2024 23:48 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 15,009 | $57.02 | $855,813.18 |
DisclosureSEC source: 0001261333-24-000037 · wk-form4_1710892081.xml · nonDerivative · entry 3 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,059 F2 · 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 $56.46 to $57.45. 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 |
| March 15, 2024 Filed Mar 19, 2024 23:48 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 4,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000037 · wk-form4_1710892081.xml · derivative · entry 6 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,977 Underlying: Common Stock · 4,921 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. F4 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F7 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2023, in each case subject to the reporting person being a service provider through such date. F6 · 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 19, 2024 23:48 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 24,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000037 · wk-form4_1710892081.xml · derivative · entry 5 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 219,865 Underlying: Common Stock · 24,430 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. F4 · 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 25% over the first year, while the remaining will vest in twelve (12) equal quarterly installments over three years, with a vesting commencement date of May 10, 2022, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F6 · 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 19, 2024 23:48 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 10,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000037 · wk-form4_1710892081.xml · nonDerivative · entry 2 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,068 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 15, 2024 Filed Mar 19, 2024 23:48 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 29,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000037 · wk-form4_1710892081.xml · nonDerivative · entry 1 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,831 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 19, 2023 Filed Dec 20, 2023 23:09 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 399 | $61.81 | $24,662.19 |
DisclosureSEC source: 0001261333-23-000114 · wk-form4_1703113761.xml · nonDerivative · entry 2 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,480 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 $61.80 to $61.82. 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 19, 2023 Filed Dec 20, 2023 23:09 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 13,207 | $61.28 | $809,324.96 |
DisclosureSEC source: 0001261333-23-000114 · wk-form4_1703113761.xml · nonDerivative · entry 1 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,879 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 $60.79 to $61.77. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:07 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 4,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-23-000109 · wk-form4_1703023635.xml · derivative · entry 4 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,898 Underlying: Common Stock · 4,921 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2023, in each case subject to the reporting person being a service provider through such date. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:07 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 24,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-23-000109 · wk-form4_1703023635.xml · derivative · entry 3 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,295 Underlying: Common Stock · 24,429 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 25% over the first year, while the remaining will vest in twelve (12) equal quarterly installments over three years, with a vesting commencement date of May 10, 2022, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:07 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 13,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-23-000109 · wk-form4_1703023635.xml · nonDerivative · entry 2 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,086 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, 2023 Filed Dec 19, 2023 22:07 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 29,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-23-000109 · wk-form4_1703023635.xml · nonDerivative · entry 1 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,090 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 19, 2023 Filed Sep 19, 2023 21:49 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 13,606 | $43.51 | $591,997.06 |
DisclosureSEC source: 0001261333-23-000086 · wk-form4_1695160153.xml · nonDerivative · entry 3 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,740 F2 · 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 $43.20 to $43.76. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 21:49 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 4,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-23-000086 · wk-form4_1695160153.xml · derivative · entry 5 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,819 Underlying: Common Stock · 4,921 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. F4 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F7 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2023, in each case subject to the reporting person being a service provider through such date. F6 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 21:49 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 24,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-23-000086 · wk-form4_1695160153.xml · derivative · entry 4 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 268,724 Underlying: Common Stock · 24,429 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. F4 · 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 25% over the first year, while the remaining will vest in twelve (12) equal quarterly installments over three years, with a vesting commencement date of May 10, 2022, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F6 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 21:49 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 13,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-23-000086 · wk-form4_1695160153.xml · nonDerivative · entry 2 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,346 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, 2023 Filed Sep 19, 2023 21:49 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 29,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-23-000086 · wk-form4_1695160153.xml · nonDerivative · entry 1 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,350 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 07, 2023 Filed Jul 11, 2023 21:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantPerformance Stock Units · Derivative | 19,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-080036 · tm2321079-1_4seq1.xml · derivative · entry 4 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,685 Underlying: Common Stock · 19,685 shares Expires not disclosed F4 · derivative.exercise_price: Each performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of Issuer common stock. F7 · derivative.exercise_date: The PSUs will vest depending on the Company's free cash flow for the One-Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash-flow based PSUs. To the extent achieved 1/3 of any achieved free cash-based PSUs will vest following the one-year anniversary of the date of grant and the balance will vest in eight equal quarterly installments thereafter subject to continued service with certain limited exceptions. F7 · derivative.expiration_date: The PSUs will vest depending on the Company's free cash flow for the One-Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash-flow based PSUs. To the extent achieved 1/3 of any achieved free cash-based PSUs will vest following the one-year anniversary of the date of grant and the balance will vest in eight equal quarterly installments thereafter subject to continued service with certain limited exceptions. Read SEC document |
| July 07, 2023 Filed Jul 11, 2023 21:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantPerformance Stock Units · Derivative | 19,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-080036 · tm2321079-1_4seq1.xml · derivative · entry 3 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,685 Underlying: Common Stock · 19,685 shares Expires not disclosed F4 · derivative.exercise_price: Each performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of Issuer common stock. F6 · derivative.exercise_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2024 (the "One-Year Performance Period"). The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/3 of any achieved subscription revenue-based PSUs will vest following the one-year anniversary of the date of grant and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions. F6 · derivative.expiration_date: The PSUs will vest depending on the Company's subscription revenue for the twelve-month period ended January 31, 2024 (the "One-Year Performance Period"). The maximum number of subscription revenue-based PSUs that may vest is capped at 200% of the target number of subscription revenue-based PSUs. To the extent achieved, 1/3 of any achieved subscription revenue-based PSUs will vest following the one-year anniversary of the date of grant and the balance will vest in eight equal quarterly installments thereafter, subject to continued service with certain limited exceptions. Read SEC document |
| July 07, 2023 Filed Jul 11, 2023 21:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 39,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-080036 · tm2321079-1_4seq1.xml · derivative · entry 2 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,370 Underlying: Common Stock · 39,370 shares Expires not disclosed F4 · derivative.exercise_price: Each performance-vested restricted stock unit ("PSU") represents a contingent right to receive one share of Issuer common stock. F5 · derivative.exercise_date: The PSUs will vest depending on the Company's total shareholder return ("TSR") over a three-year performance period, relative to companies in the Nasdaq Composite Index, subject to continued service limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target TSR-based PSUs. F5 · derivative.expiration_date: The PSUs will vest depending on the Company's total shareholder return ("TSR") over a three-year performance period, relative to companies in the Nasdaq Composite Index, subject to continued service limited exceptions. The maximum number of TSR-based PSUs that may vest is capped at 200% of the target TSR-based PSUs. Read SEC document |
| July 07, 2023 Filed Jul 11, 2023 21:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 78,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-080036 · tm2321079-1_4seq1.xml · derivative · entry 1 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,740 Underlying: Common Stock · 78,740 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2023, in each case subject to the reporting person being a service provider through such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 06, 2023 Filed Jul 11, 2023 00:21 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 8,281 | $49.96 | $413,718.76 |
DisclosureSEC source: 0001628280-23-024662 · wk-form4_1689034875.xml · nonDerivative · entry 2 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: 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 $49.79 to $50.16. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 06, 2023 Filed Jul 11, 2023 00:21 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 92,034 | $49.13 | $4,521,630.42 |
DisclosureSEC source: 0001628280-23-024662 · wk-form4_1689034875.xml · nonDerivative · entry 1 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,281 F1 · kind: 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 $48.76 to $49.72. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 15, 2023 Filed Jun 17, 2023 00:16 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 78,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-022579 · wk-form4_1686960998.xml · derivative · entry 4 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 78,174 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 will vest 100% on the one year anniversary of the vesting commencement date of May 10, 2022, 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. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 15, 2023 Filed Jun 17, 2023 00:16 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 97,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-022579 · wk-form4_1686960998.xml · derivative · entry 3 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,153 Underlying: Common Stock · 97,717 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest 25% over the first year, while the remaining will vest in twelve (12) equal quarterly installments over three years, with a vesting commencement date of May 10, 2022, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 15, 2023 Filed Jun 17, 2023 00:16 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 75,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-022579 · wk-form4_1686960998.xml · nonDerivative · entry 2 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,315 Read SEC document |
| June 15, 2023 Filed Jun 17, 2023 00:16 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 175,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-022579 · wk-form4_1686960998.xml · nonDerivative · entry 1 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,891 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 10, 2022 Filed Jul 12, 2022 20:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 78,174 | $63.96 | $5,000,009.04 |
DisclosureSEC source: 0001261333-22-000129 · wf-form4_165765812220110.xml · derivative · entry 2 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,174 Underlying: Common Stock · 78,174 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 will vest 100% on the one year anniversary of the vesting commencement date of May 10, 2022, 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. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 10, 2022 Filed Jul 12, 2022 20:35 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 390,870 | $63.96 | $25,000,045.20 |
DisclosureSEC source: 0001261333-22-000129 · wf-form4_165765812220110.xml · derivative · entry 1 Shute Stephen · CIK 0001932256 · President, Field Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,870 Underlying: Common Stock · 390,870 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest 25% over the first year, while the remaining will vest in twelve (12) equal quarterly installments over three years, with a vesting commencement date of May 10, 2022, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. 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.