Joseph B. Kleine
First SEC filing: June 23, 2021 · Latest: June 23, 2021
Insider at
Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Jan. 12, 2022 | DOCS | C | 371,760 | · | · | 441,760 Direct | +531.09% | Acquired | (price as of 2026-10-02) |
| Jan. 12, 2022 | DOCS | M | 70,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Jan. 12, 2022 | DOCS | M | 6,400 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Jan. 12, 2022 | DOCS | M | 183,783 | · | · | 12,895 Direct | -93.44% | Disposed | (price as of 2026-10-02) |
| Jan. 12, 2022 | DOCS | M | 8,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Jan. 12, 2022 | DOCS | M | 68,577 | · | · | 11,423 Direct | -85.72% | Disposed | (price as of 2026-10-02) |
| Jan. 12, 2022 | DOCS | M | 35,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Jan. 12, 2022 | DOCS | M | 70,000 | · | · | 70,000 Direct | · | Acquired | (price as of 2026-10-02) |
| Jan. 12, 2022 | DOCS | M | 6,400 | · | · | 76,400 Direct | +9.14% | Acquired | (price as of 2026-10-02) |
| Jan. 12, 2022 | DOCS | M | 183,783 | · | · | 260,183 Direct | +240.55% | Acquired | (price as of 2026-10-02) |
| Jan. 12, 2022 | DOCS | M | 8,000 | · | · | 268,183 Direct | +3.07% | Acquired | (price as of 2026-10-02) |
| Jan. 12, 2022 | DOCS | M | 68,577 | · | · | 336,760 Direct | +25.57% | Acquired | (price as of 2026-10-02) |
| Jan. 12, 2022 | DOCS | M | 35,000 | · | · | 371,760 Direct | +10.39% | Acquired | (price as of 2026-10-02) |
| Jan. 12, 2022 | DOCS | C | 371,760 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 9, 2021 | DOCS | C | 70,000 | · | · | 70,000 Direct | · | Acquired | (price as of 2026-10-02) |
| Nov. 9, 2021 | DOCS | M | 70,000 | · | · | 70,000 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Nov. 9, 2021 | DOCS | M | 70,000 | · | · | 70,000 Direct | · | Acquired | (price as of 2026-10-02) |
| Nov. 9, 2021 | DOCS | C | 70,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Aug. 18, 2021 | DOCS | J | 140,000 | · | · | 140,000 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Aug. 18, 2021 | DOCS | J | 35,000 | · | · | 35,000 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Aug. 18, 2021 | DOCS | J | 80,000 | · | · | 80,000 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Aug. 18, 2021 | DOCS | J | 6,400 | · | · | 6,400 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Aug. 18, 2021 | DOCS | J | 8,000 | · | · | 8,000 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Aug. 18, 2021 | DOCS | J | 183,322 | · | · | 196,678 Direct | -48.24% | Disposed | (price as of 2026-10-02) |
| Aug. 18, 2021 | DOCS | J | 4,000 | · | · | 4,000 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Aug. 18, 2021 | DOCS | J | 145,626 | · | · | 114,374 Direct | -56.01% | Disposed | (price as of 2026-10-02) |
| Aug. 18, 2021 | DOCS | J | 94,922 | · | · | 215,078 Direct | -30.62% | Disposed | (price as of 2026-10-02) |
| Aug. 18, 2021 | DOCS | J | 35,000 | · | · | 105,000 Direct | -25.00% | Disposed | (price as of 2026-10-02) |
| Aug. 18, 2021 | DOCS | J | 50,000 | · | · | 20,000 Direct | -71.43% | Disposed | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | C | 100,000 | · | · | 100,000 Direct | · | Acquired | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | C | 50,000 | · | · | 150,000 Direct | +50.00% | Acquired | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | C | 20,000 | · | · | 170,000 Direct | +13.33% | Acquired | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | C | 30,000 | · | · | 200,000 Direct | +17.65% | Acquired | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | S | 3,979 | $80.00 | $318,320 | 196,021 Direct | -1.99% | Disposed | -65.1% (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | S | 196,021 | $75.69 | $14,836,829 | 0 Direct | -100.00% | Disposed | -63.1% (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | M | 100,000 | · | · | 260,000 Direct | -27.78% | Disposed | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | M | 50,000 | · | · | 310,000 Direct | -13.89% | Disposed | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | M | 20,000 | · | · | 140,000 Direct | -12.50% | Disposed | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | M | 30,000 | · | · | 70,000 Direct | -30.00% | Disposed | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | M | 100,000 | · | · | 100,000 Direct | · | Acquired | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | M | 50,000 | · | · | 150,000 Direct | +50.00% | Acquired | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | M | 20,000 | · | · | 170,000 Direct | +13.33% | Acquired | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | M | 30,000 | · | · | 200,000 Direct | +17.65% | Acquired | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | C | 100,000 | · | · | 100,000 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | C | 50,000 | · | · | 50,000 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | C | 20,000 | · | · | 30,000 Direct | -40.00% | Disposed | (price as of 2026-10-02) |
| Aug. 13, 2021 | DOCS | C | 30,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Jan. 12, 2022 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.57 | Feb. 23, 2026 | 70,000 | Disposed |
| Jan. 12, 2022 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.57 | March 20, 2026 | 6,400 | Disposed |
| Jan. 12, 2022 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.97 | March 18, 2028 | 183,783 | Disposed |
| Jan. 12, 2022 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.72 | March 27, 2027 | 8,000 | Disposed |
| Jan. 12, 2022 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.72 | Feb. 27, 2027 | 68,577 | Disposed |
| Jan. 12, 2022 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.72 | Nov. 8, 2026 | 35,000 | Disposed |
| Jan. 12, 2022 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 70,000 | Acquired |
| Jan. 12, 2022 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 6,400 | Acquired |
| Jan. 12, 2022 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 183,783 | Acquired |
| Jan. 12, 2022 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 8,000 | Acquired |
| Jan. 12, 2022 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 68,577 | Acquired |
| Jan. 12, 2022 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 35,000 | Acquired |
| Jan. 12, 2022 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 371,760 | Disposed |
| Nov. 9, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.57 | Feb. 23, 2026 | 70,000 | Disposed |
| Nov. 9, 2021 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 70,000 | Acquired |
| Nov. 9, 2021 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 70,000 | Disposed |
| Aug. 18, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.57 | Feb. 23, 2026 | 140,000 | Disposed |
| Aug. 18, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.72 | Nov. 8, 2026 | 35,000 | Disposed |
| Aug. 18, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.72 | Feb. 27, 2027 | 80,000 | Disposed |
| Aug. 18, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.57 | March 20, 2026 | 6,400 | Disposed |
| Aug. 18, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.72 | March 27, 2027 | 8,000 | Disposed |
| Aug. 18, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.97 | March 18, 2028 | 183,322 | Disposed |
| Aug. 18, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $0.97 | March 28, 2028 | 4,000 | Disposed |
| Aug. 18, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $1.09 | Feb. 12, 2029 | 145,626 | Disposed |
| Aug. 18, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $1.09 | Feb. 12, 2029 | 94,922 | Disposed |
| Aug. 18, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $1.54 | June 9, 2030 | 35,000 | Disposed |
| Aug. 18, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F4] | $1.54 | June 9, 2030 | 50,000 | Disposed |
| Aug. 13, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F5] | $1.09 | Feb. 12, 2029 | 100,000 | Disposed |
| Aug. 13, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F5] | $1.09 | Feb. 12, 2029 | 50,000 | Disposed |
| Aug. 13, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F5] | $1.54 | June 9, 2030 | 20,000 | Disposed |
| Aug. 13, 2021 | DOCS | Stock Option (Right to Buy) | Class B Common Stock [F5] | $1.54 | June 9, 2030 | 30,000 | Disposed |
| Aug. 13, 2021 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 100,000 | Acquired |
| Aug. 13, 2021 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 50,000 | Acquired |
| Aug. 13, 2021 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 20,000 | Acquired |
| Aug. 13, 2021 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 30,000 | Acquired |
| Aug. 13, 2021 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 100,000 | Disposed |
| Aug. 13, 2021 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 50,000 | Disposed |
| Aug. 13, 2021 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 20,000 | Disposed |
| Aug. 13, 2021 | DOCS | Class B Common Stock | Class A Common Stock | · | · | 30,000 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 11 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| June 23, 2021 | DOCS | Stock Option (Right to Buy) | 280,000 | Direct |
| June 23, 2021 | DOCS | Stock Option (Right to Buy) | 70,000 | Direct |
| June 23, 2021 | DOCS | Stock Option (Right to Buy) | 160,000 | Direct |
| June 23, 2021 | DOCS | Stock Option (Right to Buy) | 12,800 | Direct |
| June 23, 2021 | DOCS | Stock Option (Right to Buy) | 16,000 | Direct |
| June 23, 2021 | DOCS | Stock Option (Right to Buy) | 380,000 | Direct |
| June 23, 2021 | DOCS | Stock Option (Right to Buy) | 8,000 | Direct |
| June 23, 2021 | DOCS | Stock Option (Right to Buy) | 360,000 | Direct |
| June 23, 2021 | DOCS | Stock Option (Right to Buy) | 360,000 | Direct |
| June 23, 2021 | DOCS | Stock Option (Right to Buy) | 160,000 | Direct |
| June 23, 2021 | DOCS | Stock Option (Right to Buy) | 100,000 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2022 | $300,000 | · | · | · | $735,938 | · | $6,290 | $1,042,228 |
| 2021 | $293,750 | · | · | · | $643,087 | · | $4,000 | $1,263,627 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.