Wilderotter Mary Agnes 4
4 · DOCUSIGN, INC. · Filed Jun 2, 2026
Research Summary
AI-generated summary of this filing
DocuSign (DOCU) Director Mary Wilderotter Gifts Shares, Receives RSUs
What Happened
Mary Agnes Wilderotter, a director of DocuSign, transferred 57,333 shares of DOCU common stock to the Wilderotter Family Trust on April 2, 2026 (gift, $0). She also had a derivative conversion/exercise on May 29, 2026 that resulted in the acquisition of 729 shares and an immediate disposition of 729 shares (both reported at $0), and on June 1, 2026 she was granted 4,384 restricted stock units (RSUs) (reported at $0). The transfers and RSU activity were internal/gift and grants — not open-market purchases.
Key Details
- Transactions and reported prices:
- 2026-04-02: Gift of 57,333 shares to Wilderotter Family Trust — $0 per share (Disposed).
- 2026-05-29: Conversion/exercise of derivative — 729 shares acquired and simultaneously 729 shares disposed — $0 per share.
- 2026-06-01: Grant of 4,384 RSUs (derivative) — $0 per unit (Acquired).
- Shares owned after the transactions: Not specified in the filing. Per footnote, Wilderotter remains the beneficial owner of the securities held by the Family Trust.
- Footnotes of note:
- F1: The 57,333-share transfer was to a family trust of which Wilderotter is trustee and a beneficiary; she continues to be beneficial owner.
- F2–F5: RSUs represent rights to receive one share each; the RSUs vest quarterly over one year from their commencement dates (May 29, 2025 for the converted units and June 1, 2026 for the new grant); RSUs do not expire.
- Timeliness: The Form 4 was filed 2026-06-02 while the transactions occurred on 2026-04-02, 2026-05-29 and 2026-06-01 — the filing was submitted after the two-business-day reporting window for those trades.
Context
- Gifts (like the transfer to a family trust) are typically estate/planning moves and do not necessarily signal trading intent or a view on the company’s stock price. The filing states Wilderotter remains the beneficial owner of the trust shares.
- The May 29 derivative entries show conversion/exercise activity (acquired then disposed of 729 shares). The filing does not state the reason for the immediate disposition (e.g., settlement, transfer, or tax-related), so no assumptions are made.
- The June 1 item is a grant of RSUs that vest over time (see F3/F5); these are contingent rights to future shares and are not current open-market purchases.
Insider Transaction Report
Form 4
DOCUSIGN, INC.DOCU
Wilderotter Mary Agnes
Director
Transactions
- Gift
Common Stock
[F1]2026-04-02−57,333→ 2,470 total - Exercise/Conversion
Common Stock
2026-05-29+729→ 3,199 total - Exercise/Conversion
Restricted Stock Units
[F2][F3][F4]2026-05-29−729→ 0 total→ Common Stock (729 underlying) - Award
Restricted Stock Units
[F2][F5][F4]2026-06-01+4,384→ 4,384 total→ Common Stock (4,384 underlying)
Holdings
- 57,333(indirect: By Trust)
Common Stock
[F1]
Footnotes (5)
- [F1]On April 2, 2026, the reporting person transferred 57,333 shares of DOCU common stock to the Wilderotter Family Trust ("Family Trust") for no consideration. The reporting person serves as the trustee of the Family Trust. The reporting person and members of her immediate family are the sole beneficiaries of the Family Trust. The reporting person shall continue to remain the beneficial owner of the securities held by the Family Trust.
- [F2]Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.
- [F3]The RSUs have a vest commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.
- [F4]The RSUs do not expire; they either vest or are canceled prior to vesting date.
- [F5]The RSUs have a vest commencement date of June 1, 2026 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.
Signature
/s/ Derrick Chapman, Attorney-in-fact|2026-06-02