DOCUSIGN (DOCU) director Wilderotter gets RSU grant and gifts 57,333 shares

Rhea-AI Filing Summary

DOCUSIGN, INC. director Mary Agnes Wilderotter reported routine equity compensation and estate-planning moves. She received a grant of 4,384 restricted stock units (RSUs) on June 1, 2026, each representing one share of common stock, vesting in equal quarterly installments over one year subject to continued service.

On May 29, 2026, she exercised 729 RSUs into 729 shares of common stock, bringing her directly held common stock to 3,199 shares. Earlier, on April 2, 2026, she made a bona fide gift of 57,333 shares of common stock to the Wilderotter Family Trust for no consideration. She serves as trustee, and she and her immediate family are the sole beneficiaries, so she continues to be the beneficial owner of those trust-held shares.

Insights

Equity compensation and governance analyst

Routine RSU grant, option-style vesting, and family trust gift with ongoing beneficial ownership.

The filing shows Mary Agnes Wilderotter, a director of DOCUSIGN, INC., receiving a grant of 4,384 RSUs on June 1, 2026 plus exercising 729 RSUs into common stock. These are standard equity compensation and vesting events rather than open-market trades.

The RSUs vest quarterly over one year from their respective commencement dates, with the final tranche tied to the earlier of the next annual stockholder meeting or the one-year anniversary. This structure aligns director incentives with short- to medium-term company performance while requiring continued service.

The transfer of 57,333 shares as a bona fide gift to the Wilderotter Family Trust occurred for no consideration, and she remains trustee and beneficial owner. That means economic exposure is largely unchanged; the move mainly reflects personal estate or ownership structuring rather than a change in her outlook on the stock.

Insider Trade Summary

729 shares exercised/converted

Mixed 5 txns

Insider Wilderotter Mary Agnes

Role null

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	4,384	$0.00	--
Exercise	Restricted Stock Units	729	$0.00	--
Exercise	Common Stock	729	$0.00	--
Gift	Common Stock	57,333	$0.00	--
holding	Common Stock	--	--	--

Holdings After Transaction: Restricted Stock Units — 4,384 shares (Direct, null); Common Stock — 3,199 shares (Direct, null); Common Stock — 57,333 shares (Indirect, By Family Trust)

Footnotes (1)

1. 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. Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. 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. The RSUs do not expire; they either vest or are canceled prior to vesting date. 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.

Key Figures

RSU grant: 4,384 RSUs RSUs exercised: 729 shares Gifted shares: 57,333 shares +3 more

6 metrics

RSU grant 4,384 RSUs Grant dated June 1, 2026 to director Wilderotter

RSUs exercised 729 shares RSUs converted into common stock on May 29, 2026

Gifted shares 57,333 shares Bona fide gift to Wilderotter Family Trust on April 2, 2026

Direct common stock after exercise 3,199 shares Directly held by Wilderotter following May 29, 2026 exercise

Indirect common stock holding 57,333 shares Held by Wilderotter Family Trust as of April 2, 2026

RSU vesting schedule Quarterly over one year From June 1, 2026 vest commencement, subject to service

Key Terms

Restricted Stock Units, bona fide gift, beneficial owner, Family Trust, +1 more

5 terms

Restricted Stock Units financial

"Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock."

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

bona fide gift financial

"On April 2, 2026, the reporting person transferred 57,333 shares of DOCU common stock to the Wilderotter Family Trust for no consideration."

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

beneficial owner financial

"The reporting person shall continue to remain the beneficial owner of the securities held by the Family Trust."

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

Family Trust financial

"The reporting person transferred 57,333 shares of DOCU common stock to the Wilderotter Family Trust ("Family Trust") for no consideration."

vest in equal quarterly installments financial

"The RSUs have a vest commencement date of June 1, 2026 and will vest in equal quarterly installments over one year."

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Form 4 Insider Transactions: What Each Field Means →

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Wilderotter Mary Agnes

(Last) (First) (Middle)

C/O DOCUSIGN, INC.

221 MAIN STREET, SUITE 800

(Street)

SAN FRANCISCO CALIFORNIA 94105

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
DOCUSIGN, INC. [ DOCU ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/02/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	04/02/2026		G		57,333(1)	D	$0	2,470	D
Common Stock	05/29/2026		M		729	A	$0	3,199	D
Common Stock								57,333	I	By Family Trust(1)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	(2)	05/29/2026		M			729	(3)	(4)	Common Stock	729	$0	0	D
Restricted Stock Units	(2)	06/01/2026		A		4,384		(5)	(4)	Common Stock	4,384	$0	4,384	D

Explanation of Responses:

1. 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.

2. Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

3. 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.

4. The RSUs do not expire; they either vest or are canceled prior to vesting date.

5. 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.

Remarks:

	/s/ Derrick Chapman, Attorney-in-fact	06/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did DOCUSIGN (DOCU) director Mary Agnes Wilderotter report?

She reported a grant of 4,384 restricted stock units, exercise of 729 RSUs into common stock, and a bona fide gift of 57,333 common shares to the Wilderotter Family Trust, while remaining the beneficial owner of the trust-held shares.

How many DOCUSIGN (DOCU) restricted stock units did Wilderotter receive and how do they vest?

Wilderotter received 4,384 RSUs, each representing one DOCUSIGN common share. These RSUs vest in equal quarterly installments over one year from a June 1, 2026 vesting commencement date, with the final tranche tied to the next annual stockholder meeting or one-year anniversary.

Did Mary Agnes Wilderotter buy or sell DOCUSIGN (DOCU) shares on the open market?

The filing does not show any open-market purchases or sales. It reports an RSU grant, an RSU-to-stock exercise for 729 shares, and a bona fide gift of 57,333 shares to a family trust, all at a stated price of $0.00 per share.

What is the significance of the 57,333 DOCUSIGN (DOCU) shares transferred to the Wilderotter Family Trust?

The 57,333 shares were transferred as a bona fide gift for no consideration to the Wilderotter Family Trust. Wilderotter is trustee, and she and her immediate family are the sole beneficiaries, so she continues as beneficial owner of the trust-held shares despite the transfer.

How many DOCUSIGN (DOCU) common shares does Wilderotter hold directly after the reported transactions?

After exercising 729 RSUs into common stock, Wilderotter holds 3,199 DOCUSIGN common shares directly. Separately, 57,333 common shares are held indirectly through the Wilderotter Family Trust, for which she serves as trustee and remains the beneficial owner.

Do the reported DOCUSIGN (DOCU) RSUs expire if they do not vest?

The filing states that the RSUs do not have a traditional expiration date. Instead, each RSU either vests and converts into one share of DOCUSIGN common stock or is canceled before the applicable vesting date under the grant’s service conditions.