Insider at

04

Insider transactions

05
0 buys (P) 0 sells (S) Net: $0 + 20 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

20 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
Dec. 13, 2023 ZS S 24,038 $211.36 $5,080,672 48,701 Indirect -33.05% Disposed -4.5% (price as of 2026-10-05)
May 1, 2018 DOCU S 495,547 $29.00 $14,370,863 9,203,071 Indirect -5.11% Disposed 141.5% (price as of 2026-10-05)
March 20, 2018 ZS P 62,500 $16.00 $1,000,000 62,500 Direct · Acquired 1161.3% (price as of 2026-10-05)

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.

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DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
May 1, 2018 DOCU Series A Preferred Stock Common Stock (1,987,319) · · 1,944,674 Disposed
May 1, 2018 DOCU Series D Preferred Stock Common Stock (170,295) · · 170,295 Disposed
May 1, 2018 DOCU Series C Preferred Stock Common Stock (942,427) · · 942,427 Disposed
May 1, 2018 DOCU Series B-1 Preferred Stock Common Stock (855,646) · · 855,646 Disposed
May 1, 2018 DOCU Series B Preferred Stock Common Stock (4,729,005) · · 4,729,005 Disposed
May 1, 2018 DOCU Series A-1 Preferred Stock Common Stock (948,167) · · 948,167 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 7 holdings

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Securities held when first becoming an insider, per SEC Form 3.

DateTickerSecuritySharesOwnership
April 26, 2018 DOCU Common Stock 65,759 Indirect
April 26, 2018 DOCU Series A Preferred Stock→ Common Stock (1,944,674) 1,944,674 Indirect
April 26, 2018 DOCU Series A-1 Preferred Stock→ Common Stock (948,167) 948,167 Indirect
April 26, 2018 DOCU Series B Preferred Stock→ Common Stock (4,729,005) 4,729,005 Indirect
April 26, 2018 DOCU Series B-1 Preferred Stock→ Common Stock (855,646) 855,646 Indirect
April 26, 2018 DOCU Series C Preferred Stock→ Common Stock (942,427) 942,427 Indirect
April 26, 2018 DOCU Series D Preferred Stock→ Common Stock (170,295) 170,295 Indirect