Insider · CIK 0001691939

Klein Daniel M

Reports to the SEC for 1 company · MILWAUKEE, WI

sec.gov

Transactions

Companies

Filings

CIK

0001691939

Forms 4 and 5

Insider transactions

45 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2024-03-01	DOC DR Holdco, LLCM Exercise/Conversion	SVP - Deputy CIO	MExercise/Conversion	+55.1K sh	—	—	199,497
2024-03-01	DOC DR Holdco, LLCM Exercise/Conversion	SVP - Deputy CIO	MExercise/Conversion	+66.3K sh	—	—	265,806
2024-03-01	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−62.3K sh	$11.23	−$699K	203,521
2024-03-01	DOC DR Holdco, LLCD Disposition to Issuer	SVP - Deputy CIO	DDisposition to Issuer	−204K sh	—	—	0
2024-03-01	DOC DR Holdco, LLC2022 Performance Based Restricted Share Unit GrantM Exercise/Conversion	SVP - Deputy CIO	MExercise/Conversion	−18.4K sh	—	—	0
2024-03-01	DOC DR Holdco, LLC2023 Performance Based Restricted Share Unit GrantM Exercise/Conversion	SVP - Deputy CIO	MExercise/Conversion	−22.1K sh	—	—	0
2024-01-18	DOC DR Holdco, LLCM Exercise/Conversion	SVP - Deputy CIO	MExercise/Conversion	+33.7K sh	—	—	160,414
2024-01-18	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−16K sh	$12.95	−$207K	144,408
2024-01-18	DOC DR Holdco, LLC2021 Performance Based Restricted Share Unit GrantM Exercise/Conversion	SVP - Deputy CIO	MExercise/Conversion	−16.9K sh	—	—	0
2023-03-01	DOC DR Holdco, LLCA Award	SVP - Deputy CIO	AAward	+14.7K sh	—	—	130,604
2023-03-01	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−5,613 sh	$14.70	−$82.5K	124,991
2023-03-01	DOC DR Holdco, LLC2023 Performance Based Restricted Share Unit GrantA Award	SVP - Deputy CIO	AAward	+22.1K sh	—	—	22,103
2023-02-23	DOC DR Holdco, LLCM Exercise/Conversion	SVP - Deputy CIO	MExercise/Conversion	+44.1K sh	—	—	136,379
2023-02-23	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−20.5K sh	$15.07	−$309K	115,869
2023-02-23	DOC DR Holdco, LLC2020 Performance Based Restricted Share Unit GrantM Exercise/Conversion	SVP - Deputy CIO	MExercise/Conversion	−15.1K sh	—	—	0
2022-03-01	DOC DR Holdco, LLCA Award	SVP - Deputy CIO	AAward	+12.2K sh	—	—	96,143
2022-03-01	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−5,236 sh	$16.37	−$85.7K	90,907
2022-03-01	DOC DR Holdco, LLC2022 Performance Based Restricted Share Unit GrantA Award	SVP - Deputy CIO	AAward	+18.4K sh	—	—	18,363
2022-02-22	DOC DR Holdco, LLCM Exercise/Conversion	SVP - Deputy CIO	MExercise/Conversion	+25.1K sh	—	—	95,703
2022-02-22	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−11.8K sh	$17.07	−$201K	83,901
2022-02-22	DOC DR Holdco, LLC2019 Performance Based Restricted Share Unit GrantM Exercise/Conversion	SVP - Deputy CIO	MExercise/Conversion	−15.8K sh	—	—	0
2021-03-02	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−4,669 sh	$17.14	−$80K	69,174
2021-03-01	DOC DR Holdco, LLCA Award	SVP - Deputy CIO	AAward	+11.3K sh	—	—	73,843
2021-03-01	DOC DR Holdco, LLC2021 Performance Based Restricted Share Unit GrantA Award	SVP - Deputy CIO	AAward	+16.9K sh	—	—	16,944
2021-02-17	DOC DR Holdco, LLCM Exercise/Conversion	SVP - Deputy CIO	MExercise/Conversion	+34.7K sh	—	—	78,797
2021-02-17	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−16.3K sh	$17.80	−$289K	62,547
2021-02-17	DOC DR Holdco, LLC2018 Performance Based Restricted Share Unit GrantM Exercise/Conversion	SVP - Deputy CIO	MExercise/Conversion	−22K sh	—	—	0
2020-08-18	DOC DR Holdco, LLCS Sale	SVP - Deputy CIO	SSale	−4,208 sh	$18.04	−$75.9K	43,791
2020-03-02	DOC DR Holdco, LLCA Award	SVP - Deputy CIO	AAward	+10.1K sh	—	—	46,910
2020-03-02	DOC DR Holdco, LLC2020 Performance Based Restricted Share Unit GrantA Award	SVP - Deputy CIO	AAward	+15.1K sh	—	—	15,109
2020-03-01	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−4,896 sh	$19.30	−$94.5K	36,837
2020-02-27	DOC DR Holdco, LLCA Award	SVP - Deputy CIO	AAward	+8,721 sh	—	—	45,724
2020-02-27	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−3,991 sh	$19.42	−$77.5K	41,733
2020-01-03	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−1,837 sh	$18.62	−$34.2K	37,003
2019-03-04	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−5,641 sh	$18.09	−$102K	37,265
2019-03-01	DOC DR Holdco, LLCA Award	SVP - Deputy CIO	AAward	+10.6K sh	—	—	42,906
2019-03-01	DOC DR Holdco, LLC2019 Performance Based Restricted Share Unit GrantA Award	SVP - Deputy CIO	AAward	+15.8K sh	—	—	15,847
2019-01-03	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−1,837 sh	—	—	32,341
2018-03-05	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−4,740 sh	$14.94	−$70.8K	32,740
2018-03-02	DOC DR Holdco, LLCA Award	SVP - Deputy CIO	AAward	+12.2K sh	$14.78	+$180K	37,480
2018-03-02	DOC DR Holdco, LLC2018 Performance Based Restricted Share Unit GrantA Award	SVP - Deputy CIO	AAward	+22K sh	—	—	21,989
2018-01-03	DOC DR Holdco, LLCF Tax Payment	SVP - Deputy CIO	FTax Payment	−1,837 sh	—	—	35,528
2017-03-03	DOC DR Holdco, LLCA Award	SVP - Deputy CIO	AAward	+10.2K sh	—	—	25,841
2017-03-03	DOC DR Holdco, LLCA Award	SVP - Deputy CIO	AAward	+10.2K sh	—	—	36,068
2017-01-03	DOC DR Holdco, LLCA Award	SVP - Deputy CIO	AAward	+10.7K sh	$18.74	+$200K	14,833

Recent filings

Accepted (ET)
Mar 14
Klein Daniel M0001574540-24-000071
SEC(opens sec.gov)
Jan 224
Klein Daniel M0001574540-24-000022
SEC(opens sec.gov)
Mar 34
Klein Daniel M0001574540-23-000085
SEC(opens sec.gov)
Feb 274
Klein Daniel M0001574540-23-000045
SEC(opens sec.gov)
Mar 34
Klein Daniel M0001574540-22-000071
SEC(opens sec.gov)
Feb 234
Klein Daniel M0001574540-22-000034
SEC(opens sec.gov)

Companies

DOC DR Holdco, LLCSVP - Deputy CIO

Address

309 NORTH WATER STREET SUITE 500

MILWAUKEE, WI, 53202