Jonathan David Roberts
Insider
First SEC filing: April 26, 2018 · Latest: April 26, 2018
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 1, 2018 | DOCU | C | 195,759 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| May 1, 2018 | DOCU | C | 1,533,237 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| May 1, 2018 | DOCU | C | 1,392,050 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| May 1, 2018 | DOCU | C | 8,546,742 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| May 1, 2018 | DOCU | C | 1,264,222 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| May 1, 2018 | DOCU | C | 2,601,373 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| May 1, 2018 | DOCU | S | 784,843 | $29.00 | $22,760,447 | 14,912,013 Indirect | -5.00% | Disposed | 138.0% (price as of 2026-10-02) |
| May 1, 2018 | DOCU | C | 195,759 | · | · | 15,696,856 Indirect | +1.26% | Acquired | (price as of 2026-10-02) |
| May 1, 2018 | DOCU | C | 1,533,237 | · | · | 15,501,097 Indirect | +10.98% | Acquired | (price as of 2026-10-02) |
| May 1, 2018 | DOCU | C | 1,392,050 | · | · | 13,967,860 Indirect | +11.07% | Acquired | (price as of 2026-10-02) |
| May 1, 2018 | DOCU | C | 8,546,742 | · | · | 12,575,810 Indirect | +212.13% | Acquired | (price as of 2026-10-02) |
| May 1, 2018 | DOCU | C | 1,264,222 | · | · | 4,029,068 Indirect | +45.72% | Acquired | (price as of 2026-10-02) |
| May 1, 2018 | DOCU | C | 2,658,418 | · | · | 2,764,846 Indirect | +2497.86% | Acquired | (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| May 1, 2018 | DOCU | Series D Preferred Stock | Common Stock | · | · | 195,759 | Disposed |
| May 1, 2018 | DOCU | Series C Preferred Stock | Common Stock | · | · | 1,533,237 | Disposed |
| May 1, 2018 | DOCU | Series B-1 Preferred Stock | Common Stock | · | · | 1,392,050 | Disposed |
| May 1, 2018 | DOCU | Series B Preferred Stock | Common Stock | · | · | 8,546,742 | Disposed |
| May 1, 2018 | DOCU | Series A-1 Preferred Stock | Common Stock | · | · | 1,264,222 | Disposed |
| May 1, 2018 | DOCU | Series A Preferred Stock | Common Stock | · | · | 2,601,373 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 7 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| April 26, 2018 | DOCU | Common Stock | 106,428 | Indirect |
| April 26, 2018 | DOCU | Series A Preferred Stock | 2,601,373 | Indirect |
| April 26, 2018 | DOCU | Series A-1 Preferred Stock | 1,264,222 | Indirect |
| April 26, 2018 | DOCU | Series B Preferred Stock | 8,546,742 | Indirect |
| April 26, 2018 | DOCU | Series B-1 Preferred Stock | 1,392,050 | Indirect |
| April 26, 2018 | DOCU | Series C Preferred Stock | 1,533,237 | Indirect |
| April 26, 2018 | DOCU | Series D Preferred Stock | 195,759 | Indirect |