Jonathan David Roberts
CIK 1736120 · View on SEC EDGAR ↗
Insider
First SEC filing: April 26, 2018 · Latest: April 26, 2018
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 12 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
12 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 1, 2018 | DOCU | S | 784,843 | $29.00 | $22,760,447 | 14,912,013 Indirect | -5.00% | Disposed | 112.4% (price as of 2026-08-19) |
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) | — | — | 195,759 | Disposed |
| May 1, 2018 | DOCU | Series C Preferred Stock | Common Stock (1,533,237) | — | — | 1,533,237 | Disposed |
| May 1, 2018 | DOCU | Series B-1 Preferred Stock | Common Stock (1,392,050) | — | — | 1,392,050 | Disposed |
| May 1, 2018 | DOCU | Series B Preferred Stock | Common Stock (8,546,742) | — | — | 8,546,742 | Disposed |
| May 1, 2018 | DOCU | Series A-1 Preferred Stock | Common Stock (1,264,222) | — | — | 1,264,222 | Disposed |
| May 1, 2018 | DOCU | Series A Preferred Stock | Common Stock (2,658,418) | — | — | 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→ Common Stock (2,601,373) | 2,601,373 | Indirect |
| April 26, 2018 | DOCU | Series A-1 Preferred Stock→ Common Stock (1,264,222) | 1,264,222 | Indirect |
| April 26, 2018 | DOCU | Series B Preferred Stock→ Common Stock (8,546,742) | 8,546,742 | Indirect |
| April 26, 2018 | DOCU | Series B-1 Preferred Stock→ Common Stock (1,392,050) | 1,392,050 | Indirect |
| April 26, 2018 | DOCU | Series C Preferred Stock→ Common Stock (1,533,237) | 1,533,237 | Indirect |
| April 26, 2018 | DOCU | Series D Preferred Stock→ Common Stock (195,759) | 195,759 | Indirect |