As of March 23, 2026, the three largest insider holders of DOCS are Venture Partners Ix Lp Morgenthaler (TenPercentOwner, 8.54Mn shares), Ventures I, L.P. Threshold (TenPercentOwner, 5.19Mn shares), Jeffrey Tangney (Chief Executive Officer, 2.23Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Venture Partners Ix Lp Morgenthaler | 8,535,175 | 0 | 12 Nov, 2021 | |
| Ventures I, L.P. Threshold | 4,667,276 | 518,586 | 03 Nov, 2021 | |
| Jeffrey Tangney | Chief Executive Officer | 2,232,810 | 0 | 18 Feb, 2026 |
| Gilbert H Kliman | 449,960 | 0 | 05 Aug, 2022 | |
| Joseph B. Kleine | Chief Commercial Officer | 441,760 | 0 | 14 Jan, 2022 |
| Kevin Spain | 0 | 387,500 | 14 Feb, 2025 | |
| Paul W. Jorgensen | Chief Revenue Officer | 313,059 | 0 | 16 Feb, 2023 |
| Craig Overpeck | See Remarks | 108,609 | 0 | 17 May, 2024 |
| Siddharth Sitaram | Interim Pfo And Pao | 84,132 | 0 | 12 Mar, 2026 |
| Kira Scherer Wampler | 19,839 | 0 | 05 Mar, 2026 | |
| Watkin Phoebe L. Yang | 17,950 | 0 | 02 Sep, 2025 | |
| Kevin Spain | 9,581 | 0 | 02 Sep, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 10 Feb, 2026 | Siddharth Sitaram | Class A Common Stock | A | 5,000 | - | 83,733 | D | C |
| 10 Mar, 2026 | Siddharth Sitaram | Class A Common Stock | A | 5,000 | - | 86,451 | D | C |
| 10 Mar, 2026 | Siddharth Sitaram | Class A Common Stock | D | 2,319 | $25.37 | 84,132 | D | S |
| 10 Feb, 2026 | Siddharth Sitaram | Class A Common Stock | D | 2,282 | $27.88 | 81,451 | D | S |
| 10 Feb, 2026 | Siddharth Sitaram | Stock Option (Right to Buy) | D | 5,000 | $0.00 | 88,800 | D | M |
| 10 Mar, 2026 | Siddharth Sitaram | Stock Option (Right to Buy) | D | 5,000 | $0.00 | 83,800 | D | M |
| 10 Feb, 2026 | Siddharth Sitaram | Class B Common Stock | A | 5,000 | $0.00 | 5,000 | D | M |
| 10 Mar, 2026 | Siddharth Sitaram | Class B Common Stock | A | 5,000 | $0.00 | 5,000 | D | M |
| 10 Mar, 2026 | Siddharth Sitaram | Class B Common Stock | D | 5,000 | $0.00 | 0 | D | C |
| 10 Feb, 2026 | Siddharth Sitaram | Class B Common Stock | D | 5,000 | $0.00 | 0 | D | C |
| 03 Mar, 2026 | Kira Scherer Wampler | Class A Common Stock | A | 2,000 | - | 21,839 | D | C |
| 03 Mar, 2026 | Kira Scherer Wampler | Class A Common Stock | D | 2,000 | $26.00 | 19,839 | D | S |
| 03 Mar, 2026 | Kira Scherer Wampler | Stock Option (Right to Buy) | D | 2,000 | $0.00 | 456,700 | D | M |
| 03 Mar, 2026 | Kira Scherer Wampler | Class B Common Stock | A | 2,000 | $0.00 | 2,000 | D | M |
| 03 Mar, 2026 | Kira Scherer Wampler | Class B Common Stock | D | 2,000 | $0.00 | 0 | D | C |
| 15 Feb, 2026 | Siddharth Sitaram | Class A Common Stock | A | 9,992 | $0.00 | 79,295 | D | A |
| 15 Feb, 2026 | Jeffrey Tangney | Class A Common Stock | D | 8,243 | $25.02 | 2,232,810 | D | F |
| 15 Feb, 2026 | Siddharth Sitaram | Class A Common Stock | D | 946 | $25.02 | 78,349 | D | F |
| 15 Feb, 2026 | Siddharth Sitaram | Class A Common Stock | A | 384 | $21.27 | 78,733 | D | A |
| 02 Feb, 2026 | Kira Scherer Wampler | Class A Common Stock | A | 2,000 | - | 21,839 | D | C |