| Company Holdings | All | DOCU | TTD |
| Direct | Indirect Ownership | Total | |
| Shares | 304,972 | 0 | 304,972 |
| Value | $9,664,918.76 | $0.00 | $9,664,918.76 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| DOCU | 01/09/2026 | DDS | 6,500 | Direct | COM | $70.00 | $455,000.00 | 111,713 |
| DOCU | 12/17/2025 | DDS | 3,525 | Direct | COM | $67.86 | $239,206.50 | 124,203 |
| DOCU | 12/17/2025 | DDS | 5,990 | Direct | COM | $68.61 | $410,973.90 | 118,213 |
| DOCU | 10/01/2025 | DDS | 1,751 | Direct | COM | $70.73 | $123,848.23 | 110,409 |
| DOCU | 10/01/2025 | DDS | 4,749 | Direct | COM | $71.38 | $338,983.62 | 105,660 |
| DOCU | 09/17/2025 | DDS | 5,658 | Direct | COM | $82.95 | $469,331.10 | 116,011 |
| DOCU | 09/17/2025 | DDS | 3,851 | Direct | COM | $83.33 | $320,903.83 | 112,160 |
| DOCU | 07/01/2025 | DDS | 10,270 | Direct | COM | $77.28 | $793,665.60 | 100,453 |
| DOCU | 07/01/2025 | DDS | 944 | Direct | COM | $77.70 | $73,348.80 | 99,509 |
| DOCU | 06/18/2025 | DDS | 13,208 | Direct | COM | $74.70 | $986,637.60 | 112,658 |
| DOCU | 06/18/2025 | DDS | 1,935 | Direct | COM | $75.45 | $145,995.75 | 110,723 |
| DOCU | 04/15/2025 | DDS | 2,717 | Direct | COM | $76.34 | $207,415.78 | 86,156 |
| DOCU | 04/15/2025 | DDS | 5,283 | Direct | COM | $75.96 | $401,296.68 | 88,873 |
| DOCU | 03/19/2025 | DDS | 3,240 | Direct | COM | $83.76 | $271,382.40 | 95,011 |
| DOCU | 03/19/2025 | DDS | 11,820 | Direct | COM | $82.92 | $980,114.40 | 98,251 |
| DOCU | 03/19/2025 | DDS | 1,051 | Direct | COM | $84.66 | $88,977.66 | 93,960 |
| DOCU | 02/14/2025 | DDS | 7,073 | Direct | COM | $86.79 | $613,865.67 | 78,778 |
| DOCU | 02/14/2025 | DDS | 927 | Direct | COM | $87.75 | $81,344.25 | 77,851 |
| DOCU | 12/18/2024 | DDS | 15,588 | Direct | COM | $97.78 | $1,524,194.64 | 85,851 |
| DOCU | 12/16/2024 | DDS | 5,135 | Direct | COM | $94.42 | $484,846.70 | 104,304 |
| DOCU | 12/16/2024 | DDS | 2,865 | Direct | COM | $95.41 | $273,349.65 | 101,439 |
| DOCU | 10/15/2024 | DDS | 8,000 | Direct | COM | $68.80 | $550,400.00 | 79,817 |
| DOCU | 10/15/2024 | DDS | 1,552 | Direct | COM | $68.81 | $106,793.12 | 78,265 |
| DOCU | 09/18/2024 | DDS | 14,036 | Direct | COM | $55.47 | $778,576.92 | 87,611 |
| DOCU | 06/20/2024 | DDS | 19,533 | Direct | COM | $50.60 | $988,369.80 | 100,063 |
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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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