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CS Disco, Inc.

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Tapewire entity
6054
SEC CIK
0001625641
Parsed reports
249

Last 12 months

Inside the activity.

11 purchase rows · 22 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202525
Dec 202501
Jan 202600
Feb 202654
Mar 202624
Apr 202600
May 202614
Jun 202600
Jul 202600
Aug 202614
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 17, 2026 Filed Aug 19, 2026 20:43 UTC
Garcia SusanGC & Chief Compliance Officer
SaleCommon Stock 6,840 $4.18 $28,591.20
Disclosure

SEC source: 0001625641-26-000182 · wk-form4_1787172177.xml · nonDerivative · entry 1

Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,109

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.18 to $4.25. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
August 17, 2026 Filed Aug 19, 2026 20:41 UTC
Crum Richard FrancisEVP, Chief Prod & Tech Officer
SaleCommon Stock 7,426 $4.18 $31,040.68
Disclosure

SEC source: 0001625641-26-000181 · wk-form4_1787172087.xml · nonDerivative · entry 1

Crum Richard Francis · CIK 0002028360 · EVP, Chief Prod & Tech Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 335,183

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.18 to $4.25. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

F3 · balance_after: Includes 1,000 shares acquired pursuant to the 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of February 1, 2026 to July 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on July 31, 2026.

Read SEC document
August 17, 2026 Filed Aug 19, 2026 20:43 UTC
Herckis KarenEVP, Chief HR Officer
SaleCommon Stock 8,487 $4.18 $35,475.66
Disclosure

SEC source: 0001625641-26-000184 · wk-form4_1787172231.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,824

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.18 to $4.25. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

F3 · balance_after: Includes 1,000 shares acquired pursuant to the 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of February 1, 2026 to July 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on July 31, 2026.

Read SEC document
August 17, 2026 Filed Aug 19, 2026 20:43 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 8,514 $4.18 $35,588.52
Disclosure

SEC source: 0001625641-26-000183 · wk-form4_1787172198.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 267,507

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.18 to $4.25. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
August 16, 2026 Filed Aug 18, 2026 20:07 UTC
Friedrichsen EricDirector · Chief Executive Officer
Tax withholdingCommon Stock 44,492 $4.40 $195,764.80
Disclosure

SEC source: 0001625641-26-000175 · wk-form4_1787083656.xml · nonDerivative · entry 1

Friedrichsen Eric · CIK 0002019077 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,436,688

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock unit award previously granted, and does not represent a discretionary sale by the reporting person.

Read SEC document
August 10, 2026 Filed Aug 11, 2026 21:14 UTC
Friedrichsen EricDirector · Chief Executive Officer
PurchaseCommon Stock 7,500 $4.26 $31,950.00
Disclosure

SEC source: 0001625641-26-000165 · wk-form4_1786482848.xml · nonDerivative · entry 1

Friedrichsen Eric · CIK 0002019077 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,481,180

F1 · balance_after: Includes 1,000 shares acquired pursuant to the 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of February 1, 2026 to July 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on July 31, 2026.

Read SEC document
July 21, 2026 Filed Jul 23, 2026 21:38 UTC GrantCommon Stock 74,442 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000156 · wk-form4_1784842681.xml · nonDerivative · entry 1

Mintz Andre L · CIK 0002058673 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,442

F1 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest in 12 equal quarterly installments measured from July 21, 2026, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

Read SEC document
June 10, 2026 Filed Jun 11, 2026 22:12 UTC GrantCommon Stock 41,096 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000144 · wk-form4_1781215919.xml · nonDerivative · entry 1

BOGAN THOMAS F · CIK 0001145713 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 212,186

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date.

Read SEC document
June 10, 2026 Filed Jun 11, 2026 18:12 UTC GrantCommon Stock 41,096 $0.00 $0.00
Disclosure

SEC source: 0001490198-26-000002 · wk-form4_1781215954.xml · nonDerivative · entry 1

Offerdahl James · CIK 0001490198 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 264,748

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date.

Read SEC document
June 10, 2026 Filed Jun 11, 2026 22:13 UTC GrantCommon Stock 41,096 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000146 · wk-form4_1781216022.xml · nonDerivative · entry 1

Srinivasan Krishna · CIK 0001439921 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,096

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date.

Read SEC document
June 10, 2026 Filed Jun 11, 2026 22:13 UTC GrantCommon Stock 41,096 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000145 · wk-form4_1781215987.xml · nonDerivative · entry 1

Blount Susan L · CIK 0001325581 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 135,919

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date.

Read SEC document
June 10, 2026 Filed Jun 11, 2026 22:14 UTC
Hill Scott ADirector
GrantCommon Stock 41,096 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000148 · wk-form4_1781216076.xml · nonDerivative · entry 1

Hill Scott A · CIK 0001397778 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 264,326

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 16:14 UTC GrantCommon Stock 41,096 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-269451 · ownership.xml · nonDerivative · entry 1

GOODMAN ROBERT P · CIK 0001252022 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,132

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date. The Reporting Person has agreed to assign to Deer Management Co, LLC the right to any shares issuable pursuant to this grant or any proceeds from the sale thereof.

Read SEC document
May 18, 2026 Filed May 19, 2026 20:09 UTC
Garcia SusanGC & Chief Compliance Officer
SaleCommon Stock 6,972 $3.61 $25,168.92
Disclosure

SEC source: 0001625641-26-000130 · wk-form4_1779221343.xml · nonDerivative · entry 1

Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145,949

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.61 to $3.62. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
May 18, 2026 Filed May 19, 2026 20:09 UTC
Crum Richard FrancisEVP, Chief Prod & Tech Officer
SaleCommon Stock 7,492 $3.61 $27,046.12
Disclosure

SEC source: 0001625641-26-000132 · wk-form4_1779221385.xml · nonDerivative · entry 1

Crum Richard Francis · CIK 0002028360 · EVP, Chief Prod & Tech Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 341,609

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.60 to $3.62. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
May 18, 2026 Filed May 19, 2026 20:08 UTC
Herckis KarenEVP, Chief HR Officer
SaleCommon Stock 8,562 $3.61 $30,908.82
Disclosure

SEC source: 0001625641-26-000128 · wk-form4_1779221293.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 189,311

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.60 to $3.62. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
May 18, 2026 Filed May 19, 2026 20:10 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 8,590 $3.61 $31,009.90
Disclosure

SEC source: 0001625641-26-000134 · wk-form4_1779221435.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 276,021

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.61 to $3.63. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
May 16, 2026 Filed May 19, 2026 20:07 UTC
Friedrichsen EricDirector · Chief Executive Officer
Tax withholdingCommon Stock 44,492 $3.83 $170,404.36
Disclosure

SEC source: 0001625641-26-000126 · wk-form4_1779221254.xml · nonDerivative · entry 1

Friedrichsen Eric · CIK 0002019077 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,472,680

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.

Read SEC document
May 08, 2026 Filed May 11, 2026 20:37 UTC
Friedrichsen EricDirector · Chief Executive Officer
PurchaseCommon Stock 9,000 $3.97 $35,730.00
Disclosure

SEC source: 0001625641-26-000112 · wk-form4_1778531835.xml · nonDerivative · entry 1

Friedrichsen Eric · CIK 0002019077 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,517,172

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.97 to $4.01. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range.

Read SEC document
April 22, 2026 Filed Apr 24, 2026 20:02 UTC GrantCommon Stock 67,720 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000087 · wk-form4_1777060932.xml · nonDerivative · entry 1

Williams Toby J. · CIK 0001716436 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,720

F1 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest in 12 equal quarterly installments measured from April 22, 2026, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

Read SEC document
March 03, 2026 Filed Mar 4, 2026 21:18 UTC
Hill Scott ADirector
PurchaseCommon Stock 8,918 $3.73 $33,264.14
Disclosure

SEC source: 0001625641-26-000071 · wk-form4_1772659078.xml · nonDerivative · entry 2

Hill Scott A · CIK 0001397778 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 50,000

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.65 to $3.75. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 21:19 UTC
Garcia SusanGC & Chief Compliance Officer
SaleCommon Stock 5,956 $3.24 $19,297.44
Disclosure

SEC source: 0001625641-26-000076 · wk-form4_1772659185.xml · nonDerivative · entry 1

Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,921

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.10 to $3.37. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 21:20 UTC
Crum Richard FrancisEVP, Chief Prod & Tech Officer
SaleCommon Stock 6,262 $3.24 $20,288.88
Disclosure

SEC source: 0001625641-26-000077 · wk-form4_1772659205.xml · nonDerivative · entry 1

Crum Richard Francis · CIK 0002028360 · EVP, Chief Prod & Tech Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 349,101

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.10 to $3.37. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 21:19 UTC
Herckis KarenEVP, Chief HR Officer
SaleCommon Stock 3,978 $3.24 $12,888.72
Disclosure

SEC source: 0001625641-26-000072 · wk-form4_1772659139.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 197,873

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.10 to $3.37. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 21:20 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 4,882 $3.24 $15,817.68
Disclosure

SEC source: 0001625641-26-000078 · wk-form4_1772659243.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 284,611

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.10 to $3.37. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 21:18 UTC
Hill Scott ADirector
PurchaseCommon Stock 41,082 $3.31 $135,981.42
Disclosure

SEC source: 0001625641-26-000071 · wk-form4_1772659078.xml · nonDerivative · entry 1

Hill Scott A · CIK 0001397778 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 41,082

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.24 to $3.45. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range.

Read SEC document
February 27, 2026 Filed Mar 2, 2026 22:22 UTC PurchaseCommon Stock 40,000 $3.25 $130,000.00
Disclosure

SEC source: 0001625641-26-000065 · wk-form4_1772490159.xml · nonDerivative · entry 2

Srinivasan Krishna · CIK 0001439921 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,000

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.03 to $3.37. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range.

Read SEC document
February 27, 2026 Filed Mar 2, 2026 22:20 UTC
Friedrichsen EricDirector · Chief Executive Officer
PurchaseCommon Stock 15,500 $2.90 $44,950.00
Disclosure

SEC source: 0001625641-26-000063 · wk-form4_1772490040.xml · nonDerivative · entry 1

Friedrichsen Eric · CIK 0002019077 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,508,172

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.89 to $2.92. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range.

Read SEC document
February 27, 2026 Filed Mar 3, 2026 19:33 UTC PurchaseCommon Stock 1,026,700 $3.19 $3,275,173.00
Disclosure

SEC source: 0001193125-26-089363 · ownership.xml · nonDerivative · entry 1

GOODMAN ROBERT P · CIK 0001252022 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,038,475

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.10 to $3.19, inclusive. The reporting person undertakes to provide to CS Disco, Inc., any security holder of CS Disco, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote (1) to this Form 4.

F1 · balance_after: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.10 to $3.19, inclusive. The reporting person undertakes to provide to CS Disco, Inc., any security holder of CS Disco, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote (1) to this Form 4.

F2 · ownership.nature: The shares reported are held by NB Group, LLC ("NBG"). NBG is controlled by the Reporting Person, and the Reporting Person disclaims beneficial ownership of the shares held by this entity, except to the extent of his pecuniary interest therein, if any.

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February 26, 2026 Filed Mar 2, 2026 22:22 UTC PurchaseCommon Stock 5,000 $2.77 $13,850.00
Disclosure

SEC source: 0001625641-26-000065 · wk-form4_1772490159.xml · nonDerivative · entry 1

Srinivasan Krishna · CIK 0001439921 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Read SEC document
February 20, 2026 Filed Feb 20, 2026 21:44 UTC
Friedrichsen EricDirector · Chief Executive Officer
GrantCommon Stock 221,949 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000035 · wk-form4_1771623856.xml · nonDerivative · entry 2

Friedrichsen Eric · CIK 0002019077 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,492,672

F2 · shares: Represents RSUs that shall vest in 16 equal quarterly installments with the first vest date occurring on May 16, 2026, and shall continue to vest on each quarterly date thereafter, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

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February 18, 2026 Filed Feb 19, 2026 23:19 UTC
Garcia SusanGC & Chief Compliance Officer
GrantCommon Stock 41,730 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000028 · wk-form4_1771543168.xml · nonDerivative · entry 3

Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 158,877

F4 · shares: Represents RSUs that were granted in February 2025 subject to performance-based vesting conditions pertaining to 2025 performance, the achievement of which was certified by the Compensation Committee on February 18, 2026. Of these RSUs, 1/4th of the shares will vest after two full business days have elapsed following the Issuer's release of 2025 earnings, and the remainder will vest in twelve equal quarterly installments with the first vest date occurring on May 16, 2026, and shall continue to vest on each quarterly date thereafter, subject to the reporting person's continuous service to the Issuer through each vesting date.

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February 18, 2026 Filed Feb 19, 2026 23:19 UTC
Garcia SusanGC & Chief Compliance Officer
GrantCommon Stock 42,910 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000028 · wk-form4_1771543168.xml · nonDerivative · entry 2

Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 117,147

F3 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in 16 equal quarterly installments with the first vest date occurring on May 16, 2026, and shall continue to vest on each quarterly date thereafter, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

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February 18, 2026 Filed Feb 19, 2026 23:20 UTC
Crum Richard FrancisEVP, Chief Prod & Tech Officer
GrantCommon Stock 69,841 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000030 · wk-form4_1771543233.xml · nonDerivative · entry 3

Crum Richard Francis · CIK 0002028360 · EVP, Chief Prod & Tech Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 355,363

F5 · shares: Represents RSUs that were granted in February 2025 subject to performance-based vesting conditions pertaining to 2025 performance, the achievement of which was certified by the Compensation Committee on February 18, 2026. Of these RSUs, 1/4th of the shares will vest after two full business days have elapsed following the Issuer's release of 2025 earnings, and the remainder will vest in twelve equal quarterly installments with the first vest date occurring on May 16, 2026, and shall continue to vest on each quarterly date thereafter, subject to the reporting person's continuous service to the Issuer through each vesting date.

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February 18, 2026 Filed Feb 19, 2026 23:20 UTC
Crum Richard FrancisEVP, Chief Prod & Tech Officer
GrantCommon Stock 61,110 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000030 · wk-form4_1771543233.xml · nonDerivative · entry 2

Crum Richard Francis · CIK 0002028360 · EVP, Chief Prod & Tech Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 285,522

F4 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in 16 equal quarterly installments with the first vest date occurring on May 16, 2026, and shall continue to vest on each quarterly date thereafter, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

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February 18, 2026 Filed Feb 19, 2026 23:18 UTC
Herckis KarenEVP, Chief HR Officer
GrantCommon Stock 27,866 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000026 · wk-form4_1771543114.xml · nonDerivative · entry 3

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 201,851

F4 · shares: Represents RSUs that were granted in February 2025 subject to performance-based vesting conditions pertaining to 2025 performance, the achievement of which was certified by the Compensation Committee on February 18, 2026. Of these RSUs, 1/4th of the shares will vest after two full business days have elapsed following the Issuer's release of 2025 earnings, and the remainder will vest in twelve equal quarterly installments with the first vest date occurring on May 16, 2026, and shall continue to vest on each quarterly date thereafter, subject to the reporting person's continuous service to the Issuer through each vesting date.

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February 18, 2026 Filed Feb 19, 2026 23:18 UTC
Herckis KarenEVP, Chief HR Officer
GrantCommon Stock 41,726 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000026 · wk-form4_1771543114.xml · nonDerivative · entry 2

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,985

F3 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in 16 equal quarterly installments with the first vest date occurring on May 16, 2026, and shall continue to vest on each quarterly date thereafter, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

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February 18, 2026 Filed Feb 19, 2026 23:21 UTC
Antoon MelanieEVP, Chief Customer Officer
GrantCommon Stock 43,162 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000032 · wk-form4_1771543285.xml · nonDerivative · entry 3

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 289,493

F4 · shares: Represents RSUs that were granted in February 2025 subject to performance-based vesting conditions pertaining to 2025 performance, the achievement of which was certified by the Compensation Committee on February 18, 2026. Of these RSUs, 1/4th of the shares will vest after two full business days have elapsed following the Issuer's release of 2025 earnings, and the remainder will vest in twelve equal quarterly installments with the first vest date occurring on May 16, 2026, and shall continue to vest on each quarterly date thereafter, subject to the reporting person's continuous service to the Issuer through each vesting date.

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February 18, 2026 Filed Feb 19, 2026 23:21 UTC
Antoon MelanieEVP, Chief Customer Officer
GrantCommon Stock 42,910 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000032 · wk-form4_1771543285.xml · nonDerivative · entry 2

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 246,331

F3 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in 16 equal quarterly installments with the first vest date occurring on May 16, 2026, and shall continue to vest on each quarterly date thereafter, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

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February 18, 2026 Filed Feb 20, 2026 21:44 UTC
Friedrichsen EricDirector · Chief Executive Officer
GrantCommon Stock 151,695 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000035 · wk-form4_1771623856.xml · nonDerivative · entry 1

Friedrichsen Eric · CIK 0002019077 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,270,723

F1 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's common stock. This RSU award was granted in February 2025 subject to performance-based vesting conditions pertaining to 2025 performance, the achievement of which was certified by the Compensation Committee on February 18, 2026. Of these RSUs, 1/4th of the shares will vest after two full business days have elapsed following the Issuer's release of 2025 earnings, and the remainder will vest in twelve equal quarterly installments with the first vest date occurring on May 16, 2026, and shall continue to vest on each quarterly date thereafter, subject to the reporting person's continuous service to the Issuer through each vesting date.

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February 17, 2026 Filed Feb 19, 2026 23:19 UTC
Garcia SusanGC & Chief Compliance Officer
SaleCommon Stock 3,743 $3.07 $11,491.01
Disclosure

SEC source: 0001625641-26-000028 · wk-form4_1771543168.xml · nonDerivative · entry 1

Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,237

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.04 to $3.08. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

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February 17, 2026 Filed Feb 19, 2026 23:20 UTC
Crum Richard FrancisEVP, Chief Prod & Tech Officer
SaleCommon Stock 6,508 $3.07 $19,979.56
Disclosure

SEC source: 0001625641-26-000030 · wk-form4_1771543233.xml · nonDerivative · entry 1

Crum Richard Francis · CIK 0002028360 · EVP, Chief Prod & Tech Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 224,412

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.04 to $3.08. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

F3 · balance_after: Includes 750 shares pursuant to the 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of August 1, 2024 to January 31, 2025. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on January 31, 2025. In addition, this total also includes 1,000 shares pursuant to the 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of August 1, 2025 to January 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on August 1, 2025.

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February 17, 2026 Filed Feb 19, 2026 23:18 UTC
Herckis KarenEVP, Chief HR Officer
SaleCommon Stock 8,171 $3.07 $25,084.97
Disclosure

SEC source: 0001625641-26-000026 · wk-form4_1771543114.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,259

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.04 to $3.08. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 23:21 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 9,289 $3.07 $28,517.23
Disclosure

SEC source: 0001625641-26-000032 · wk-form4_1771543285.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 203,421

F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.04 to $3.08. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
February 16, 2026 Filed Feb 18, 2026 21:37 UTC
Friedrichsen EricDirector · Chief Executive Officer
Tax withholdingCommon Stock 35,699 $3.71 $132,443.29
Disclosure

SEC source: 0001625641-26-000024 · wk-form4_1771450646.xml · nonDerivative · entry 1

Friedrichsen Eric · CIK 0002019077 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,119,028

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.

F2 · balance_after: Includes 1,000 shares pursuant to the 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of August 1, 2025 to January 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on August 1, 2025.

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February 09, 2026 Filed Feb 11, 2026 17:11 UTC PurchaseCommon Stock 3,000 $3.99 $11,970.00
Disclosure

SEC source: 0001625641-26-000011 · wk-form4_1770847903.xml · nonDerivative · entry 1

Offerdahl James · CIK 0001490198 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 223,652

F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan, adopted May 15, 2025.

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January 12, 2026 Filed Jan 15, 2026 01:12 UTC
Barfoot Aaron JosephEVP, Chief Financial Officer
GrantCommon Stock 246,609 $0.00 $0.00
Disclosure

SEC source: 0001625641-26-000009 · wk-form4_1768439534.xml · nonDerivative · entry 1

Barfoot Aaron Joseph · CIK 0002105415 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 246,609

F1 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. One-fourth of the shares shall vest on February 16, 2027 and the remainder shall vest in 12 quarterly installments on each quarterly date thereafter, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

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December 31, 2025 Filed Jan 2, 2026 19:17 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $7.76 $12,718.64
Disclosure

SEC source: 0001625641-26-000002 · wk-form4_1767399422.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 799,314

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.

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December 10, 2025 Filed Dec 12, 2025 21:01 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 20,000 $8.71 $174,200.00
Disclosure

SEC source: 0001625641-25-000212 · wk-form4_1765573267.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 212,710

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.61 to $8.83. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

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November 30, 2025 Filed Dec 2, 2025 16:02 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $7.16 $11,735.24
Disclosure

SEC source: 0001625641-25-000210 · wk-form4_1764709364.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800,953

F1 · shares: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.