Jeffrey Tangney
CIK 1863328 · Chief Executive Officer · last filed 2026-08-17
Jeffrey Tangney is a Chief Executive Officer who has filed 15 SEC Form 4 insider transactions across 1 company since 2021. The most recent filing shows the insider had shares withheld for taxes covering $210.9K of DOCS on Aug 17, 2026. Current disclosed insider exposure totals $66.7M across reported positions. 12 SEC filings were submitted jointly with Tangney Schweikert Family Trust.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$66.72M
1
15
$0
Filer Profile
500 3RD STREET, SUITE 510
SAN FRANCISCO, CA 94107
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| DOCS | Chief Executive Officer | 2,531,955 | $26.35 | $66.72M | $0 | 12 | 2026-08-17 |
Recent Filings
15 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-08-17 | DOCS | Tax (F) | −8,505 | -$210.9K | EDGAR |
| 2026-07-24 | DOCS | Grant (A) | — | $0 | EDGAR |
| 2026-05-19 | DOCS | Mixed | +307,650 | -$269.5K | EDGAR |
| 2026-02-18 | DOCS | Tax (F) | −8,243 | -$206.2K | EDGAR |
| 2025-11-18 | DOCS | Tax (F) | −8,005 | -$397.2K | EDGAR |
| 2025-08-15 | DOCS | Tax (F) | −7,990 | -$507.7K | EDGAR |
| 2025-05-19 | DOCS | Mixed | +160,164 | -$475.4K | EDGAR |
| 2025-02-18 | DOCS | Tax (F) | −8,474 | -$653.1K | EDGAR |
| 2025-02-12 | DOCS | Notice (144) | −775,557 | -$58.31M | EDGAR |
| 2025-02-11 | DOCS | Notice (144) | −50,000 | -$3.86M | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.