Shaughnessy James P

DocuSign CLO Shaughnessy sold 12,000 shares (−18.3% of holdings) in 3 transactions for $562.0K; 5 of 5 prior DOCU sales were well-timed at 90d.

Shaughnessy James P executed 3 separate sales totaling 12,000 shares for $562,011.91 on 2026-04-01, reducing his holdings from 65,631 to 53,631 shares. His historical trading pattern at DocuSign is notable: all 5 prior trades at DOCU were well-timed, with 90-day post-sale declines ranging from −26.0% to −29.3%, indicating consistent ability to sell before downturns at this ticker. The current stock price of $48.37 is −48.4% from the 52-week high of $93.84, suggesting material price deterioration since those prior well-timed sales. The blended sale price of $46.83 sits below current price, meaning this transaction occurred during a modest rally (+3.5% over 30 days), yet within the broader −25.4% 90-day decline context. The combination of substantial position reduction (−18.3%), historical pattern of well-timed exits at this specific ticker, and current deep drawdown from peak warrants close attention to whether this sale continues a pattern of prescient timing or signals changing conviction about DocuSign's trajectory.

CLO Shaughnessy sells 12,000 DOCU shares across 4 transactions for $804,392.16 at avg $67.03

Shaughnessy James P, Chief Legal Officer of DocuSign, executed 4 separate sales totaling 12,000 shares for $804,392.16 on 2026-01-02, at a blended average price of $67.03, reducing holdings from 66,550 to 54,550 shares (-18.0%). The transaction occurred near the stock's 52-week low range, with DOCU trading at $65.19 (current price) and down 33.3% from its 52-week high of $97.70. Across his cross-ticker track record, this insider has achieved a 90-day well-timed rate of 69.23% on 13 prior sells; however, at this specific ticker (DOCU), 3 of 5 prior sales were well-timed at the 90-day mark, with recent October 2025 sales showing near-term gains (+2.5% to +3.4% at 30 days). The company maintains fundamental solidity with $818.4M in latest quarterly revenue, $83.7M net income, and 7.8% annual revenue growth, though trading at a 43.17 P/E ratio. The scale and timing of this liquidation warrant monitoring against near-term stock performance and executive commentary.

Chief Legal Officer James P Shaughnessy sold 7,500 DOCU shares for $533,953.30 at $71.19 blended average as stock falls -8.1% in 30 days.

Shaughnessy executed 2 separate sales totaling 7,500 shares (7.5K shares) for $533,953.30 ($534.0K) on 2025-10-01, reducing his holdings from 62,942 to 55,442 shares (-11.9%). The CLO sold at a blended average price of $71.19, but the current price is now $68.10 (-36.4% from the 52-week high of $106.99) and down -8.1% over the 30 days since the sale. His prior 5 trades at DOCU show mixed timing: 3 of those 5 sales were well-timed at the 90-day mark, while his cross-ticker track record shows a 63.64% well-timed rate on 11 prior sells with positive average 90-day returns. The stock carries a high valuation (P/E 48.64) against modest revenue growth of +7.8% annually and has declined -13.8% over the past 90 days. This sell occurs amid broader weakness in the name and follows recent sales at better prices in July 2025.

DocuSign CLO James P. Shaughnessy sold 7,500 shares for $579,852.23 on 2025-07-01; holds 51.8K shares post-transaction.

Shaughnessy executed two separate sales totaling 7,500 shares (12.6% reduction in holdings) at an average price of $77.31 per share. His prior trades at DocuSign show a 4-of-5 pattern of negative 90-day returns (well-timed at the 90-day mark), yet this sale occurs as the stock trades 27.9% below its 52-week high and down 13.5% over 30 days. The company itself is financially sound with $763.7M in quarterly revenue, $72.1M in net income, 7.8% annual growth, and a 14.10 P/E ratio. The timing of this sale—during a period of recent weakness—aligns with the insider's historical pattern of selling before further declines at this ticker, but the current price action and valuation metrics do not indicate distress at the company level.

DOCU CLO Shaughnessy sells 7,500 shares for $609,810.00; 60% of holdings remain; stock -22.0% from 52-week high

Shaughnessy James P executed 2 separate sales totaling 7,500 shares for $609,810.00 on 2025-04-01, reducing his holdings from 53,375 to 45,875 shares. The blended average price of $81.31 falls near the lower end of the 52-week range ($49.73–$106.99), with the stock currently 22.0% below its 52-week high. His same-ticker history at DOCU shows 3 of 5 prior sales were well-timed at the 90-day mark, though the most recent DOCU sales in January 2025 resulted in negative 90-day returns. DocuSign's fundamentals remain relatively stable (P/E: 8.42, annual revenue growth +7.8%), but the magnitude of this sale—reducing holdings by 14.1%—on depressed valuations warrants monitoring for directional signals.

DocuSign CLO sells 7,500 shares (7.5K) for $676,311.40; reduces stake by 14.6% to 43,781 shares

Shaughnessy James P, Chief Legal Officer at DocuSign, executed 2 separate sales totaling 7,500 shares at blended average price $90.17, reducing his post-transaction holdings from 51,281 to 43,781 shares—a 14.6% reduction in stake. His prior trades at DocuSign show a 3 of 3 well-timed pattern at the 90-day mark, with his most recent DOCU sales on 2024-10-09 delivering +17.8% and +16.4% 30-day returns. The stock's current price of $90.35 sits 15.6% below its 52-week high of $106.99, though it has appreciated +12.3% over the past 30 days and +41.5% over 90 days, suggesting a partial recovery into strength. This sale size and direction align with his established pattern of discretionary open-market selling at DocuSign, and the timing relative to the stock's recent momentum—selling into a +41.5% quarterly rally—provides context for the transaction execution.

Chief Legal Officer Shaughnessy sold 7,500 shares at $67.37–$68.17 on 2024-10-09; currently holds 43,301 shares post-transaction.

Shaughnessy James P, Chief Legal Officer at DocuSign, executed 2 separate sales totaling 7,500 shares for $508,703.00 on 2024-10-09 at prices between $67.37 and $68.17, reducing his holdings by -14.8% from 50,801 to 43,301 shares. The current price of $69.22 sits at -0.0% from the 52-week high of $69.25, and the stock has posted +26.9% returns over the prior 30 days and +22.8% over 90 days. Notably, his prior 3 sales at DocuSign (all in April 2024) showed a 100% pattern of well-timed exits: each generated negative 90-day returns (-6.5%, -9.5%, -4.1%), meaning the stock declined after each sale. The timing context warrants attention: the current sale occurs near the 52-week high and after substantial recent momentum, which aligns with his historical pattern at this ticker.