| Company Holdings | All | DOCU | WDAY |
| Direct | Indirect Ownership | Total | |
| Shares | 103,818 | 0 | 103,818 |
| Value | $8,353,284.12 | $0.00 | $8,353,284.12 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| DOCU | 01/02/2026 | DDS | 2,446 | Direct | COM | $65.39 | $159,943.94 | 64,104 |
| DOCU | 01/02/2026 | DDS | 2,720 | Direct | COM | $66.74 | $181,532.80 | 61,384 |
| DOCU | 01/02/2026 | DDS | 4,164 | Direct | COM | $67.28 | $280,153.92 | 57,220 |
| DOCU | 01/02/2026 | DDS | 2,670 | Direct | COM | $68.45 | $182,761.50 | 54,550 |
| DOCU | 10/01/2025 | DDS | 1,918 | Direct | COM | $70.71 | $135,621.78 | 61,024 |
| DOCU | 10/01/2025 | DDS | 5,582 | Direct | COM | $71.36 | $398,331.52 | 55,442 |
| DOCU | 07/01/2025 | DDS | 6,739 | Direct | COM | $77.27 | $520,722.53 | 52,578 |
| DOCU | 07/01/2025 | DDS | 761 | Direct | COM | $77.70 | $59,129.70 | 51,817 |
| DOCU | 04/01/2025 | DDS | 6,900 | Direct | COM | $81.26 | $560,694.00 | 46,475 |
| DOCU | 04/01/2025 | DDS | 600 | Direct | COM | $81.86 | $49,116.00 | 45,875 |
| DOCU | 10/09/2024 | DDS | 3,215 | Direct | COM | $67.37 | $216,594.55 | 47,586 |
| DOCU | 10/09/2024 | DDS | 4,285 | Direct | COM | $68.17 | $292,108.45 | 43,301 |
| DOCU | 09/18/2024 | DDS | 1,800 | Direct | COM | $55.36 | $99,648.00 | 50,801 |
| DOCU | 09/17/2024 | DDS | 1,800 | Direct | COM | $56.98 | $102,564.00 | 52,601 |
| DOCU | 06/12/2024 | DDS | 1,800 | Direct | COM | $52.61 | $94,698.00 | 33,903 |
| DOCU | 06/11/2024 | DDS | 1,800 | Direct | COM | $50.98 | $91,764.00 | 35,703 |
| DOCU | 04/03/2024 | DDS | 1,800 | Direct | COM | $58.10 | $104,580.00 | 44,703 |
| DOCU | 04/03/2024 | DDS | 7,200 | Direct | COM | $60.00 | $432,000.00 | 37,503 |
| DOCU | 04/02/2024 | DDS | 1,800 | Direct | COM | $57.50 | $103,500.00 | 46,503 |
| DOCU | 12/13/2023 | DDS | 1,800 | Direct | COM | $56.00 | $100,800.00 | 31,817 |
| DOCU | 12/12/2023 | DDS | 1,800 | Direct | COM | $54.04 | $97,272.00 | 33,617 |
| WDAY | 07/15/2019 | DDS | 727 | Direct | COM | $218.32 | $158,719.66 | 39,714 |
| WDAY | 07/15/2019 | DDS | 600 | Direct | COM | $219.84 | $131,905.98 | 39,114 |
| WDAY | 07/10/2019 | DDS | 1,500 | Direct | COM | $219.32 | $328,980.00 | 40,441 |
| WDAY | 06/10/2019 | DDS | 1,500 | Direct | COM | $213.68 | $320,520.00 | 42,340 |
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Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
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