| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | DOCU | Common Stock | Options Exercise | $0 | +35,417 | +50% | $0 | 106,165 | 15 Dec 2024 | Direct | |
| transaction | DOCU | Common Stock | Tax liability | $0 | -17,951 | -17% | $0 | 88,214 | 15 Dec 2024 | Direct | F1 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | DOCU | Restricted Stock Units | Options Exercise | $0 | -20,007 | -10% | $0 | 180,058 | 15 Dec 2024 | Common Stock | 20,007 | Direct | F2, F3, F4 | |
| transaction | DOCU | Restricted Stock Units | Options Exercise | $0 | -10,003 | -50% | $0 | 10,004 | 15 Dec 2024 | Common Stock | 10,003 | Direct | F2, F4, F5 | |
| transaction | DOCU | Restricted Stock Units | Options Exercise | $0 | -3,413 | -6.7% | $0 | 47,780 | 15 Dec 2024 | Common Stock | 3,413 | Direct | F2, F4, F6 | |
| transaction | DOCU | Performance Stock Units | Options Exercise | $0 | -536 | -14% | $0 | 3,214 | 15 Dec 2024 | Common Stock | 536 | Direct | F7, F8 | |
| transaction | DOCU | Performance Stock Units | Options Exercise | $0 | -1,458 | -14% | $0 | 8,750 | 15 Dec 2024 | Common Stock | 1,458 | Direct | F7, F9 |
| Id | Content |
|---|---|
| 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 ("RSUs") and performance-vested restricted stock unit ("PSUs"). |
| F2 | Each RSU represents a contingent right to receive one share of the Issuer's common stock. |
| F3 | 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 March 10, 2023, 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 | The RSUs do not expire; they either vest or are canceled prior to vesting date. |
| F5 | The RSUs will vest 12.5% in equal quarterly installments over two years, with a vesting commencement date of March 10, 2023, in each case subject to the Reporting Person being a service provider through each such date. The RSUs 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 | The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2024, in each case subject to the reporting person being a service provider through such date. |
| F7 | Each PSU represents a contingent right to receive one share of the Issuer's common stock. |
| F8 | The PSUs will vest depending on the Company 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. |
| F9 | The PSUs will vest depending on the Company's free cash flow for the One-Year Performance Period. The maximum number of free cash flow-based PSUs that may vest is capped at 200% of the target number of free cash-flow based PSUs. To the extent achieved, 1/3 of any achieved free cash-flow based PSUs will vest following the one-year anniversary of the date of grant and the balance will vest in eight equal quarterly installments thereafter subject to continued service with certain limited exceptions. |