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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
February 16, 2025 Filed Feb 20, 2025 01:07 UTC
Antoon MelanieEVP, Chief Customer Officer
GrantCommon Stock 28,193 $0.00 $0.00
Disclosure

SEC source: 0001625641-25-000018 · wk-form4_1740013623.xml · nonDerivative · entry 2

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 259,936

F2 · shares: Represents RSUs that were granted in February 2024 subject to performance-based vesting conditions pertaining to 2024 performance, the achievement of which was certified by the Compensation Committee on February 16, 2025. Of these RSUs, 4/12th of the shares will vest after two full business days have elapsed following the Issuer's release of 2024 earnings, and the remainder will vest in eight equal quarterly installments with the first vest date occurring on May 16, 2025, 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.

Read SEC document
February 16, 2025 Filed Feb 20, 2025 01:07 UTC
Antoon MelanieEVP, Chief Customer Officer
GrantCommon Stock 65,397 $0.00 $0.00
Disclosure

SEC source: 0001625641-25-000018 · wk-form4_1740013623.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 231,743

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 16 equal quarterly installments with the first vest date occurring on May 16, 2025, 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 16, 2025 Filed Feb 19, 2025 20:03 UTC
Lafair MichaelEVP, Chief Financial Officer
GrantCommon Stock 28,193 $0.00 $0.00
Disclosure

SEC source: 0001625641-25-000012 · wk-form4_1740013430.xml · nonDerivative · entry 2

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 878,939

F2 · shares: Represents RSUs that were granted in February 2024 subject to performance-based vesting conditions pertaining to 2024 performance, the achievement of which was certified by the Compensation Committee on February 16, 2025. Of these RSUs, 4/12th of the shares will vest after two full business days have elapsed following the Issuer's release of 2024 earnings, and the remainder will vest in eight equal quarterly installments with the first vest date occurring on May 16, 2025, 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.

Read SEC document
February 16, 2025 Filed Feb 19, 2025 20:03 UTC
Lafair MichaelEVP, Chief Financial Officer
GrantCommon Stock 74,074 $0.00 $0.00
Disclosure

SEC source: 0001625641-25-000012 · wk-form4_1740013430.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 850,746

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 16 equal quarterly installments with the first vest date occurring on May 16, 2025, 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.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 16:13 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,860 $5.04 $9,374.40
Disclosure

SEC source: 0001625641-25-000004 · wk-form4_1738703607.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 776,672

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 750 shares purchased 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.

Read SEC document
December 31, 2024 Filed Jan 3, 2025 16:05 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $4.99 $8,178.61
Disclosure

SEC source: 0001625641-25-000002 · wk-form4_1735938335.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 777,782

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
November 30, 2024 Filed Dec 3, 2024 16:11 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $5.92 $9,702.88
Disclosure

SEC source: 0001625641-24-000165 · wk-form4_1733260259.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 779,421

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
November 18, 2024 Filed Nov 20, 2024 21:02 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 2,674 $5.40 $14,439.60
Disclosure

SEC source: 0001625641-24-000159 · wk-form4_1732136544.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 166,346

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 $5.40 to $5.44 inclusive. 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
November 18, 2024 Filed Nov 20, 2024 21:03 UTC
Herckis KarenEVP, Chief HR Officer
SaleCommon Stock 3,615 $5.40 $19,521.00
Disclosure

SEC source: 0001625641-24-000161 · wk-form4_1732136617.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,705

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 $5.40 to $5.43 inclusive. 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
November 18, 2024 Filed Nov 20, 2024 16:05 UTC
Lafair MichaelEVP, Chief Financial Officer
SaleCommon Stock 12,042 $5.40 $65,026.80
Disclosure

SEC source: 0001625641-24-000163 · wk-form4_1732136698.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 781,060

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 $5.40 to $5.44 inclusive. 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
October 31, 2024 Filed Nov 4, 2024 16:09 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $5.88 $9,637.32
Disclosure

SEC source: 0001625641-24-000144 · wk-form4_1730754570.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 793,102

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
October 29, 2024 Filed Oct 31, 2024 20:06 UTC
Garcia SusanGC & Chief Compliance Officer
GrantCommon Stock 89,142 $0.00 $0.00
Disclosure

SEC source: 0001625641-24-000142 · wk-form4_1730405153.xml · nonDerivative · entry 1

Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,142

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-third (33%) of the shares shall vest on November 16, 2025 and the remainder shall vest in 8 quarterly installments on each quarterly date thereafter, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

Read SEC document
September 30, 2024 Filed Oct 2, 2024 17:21 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $5.88 $9,637.32
Disclosure

SEC source: 0001625641-24-000137 · wk-form4_1727904095.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 794,741

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
August 31, 2024 Filed Sep 4, 2024 16:09 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $5.53 $9,063.67
Disclosure

SEC source: 0001625641-24-000135 · wk-form4_1725480584.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 796,380

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
August 19, 2024 Filed Aug 21, 2024 20:03 UTC
Herckis KarenEVP, Chief HR Officer
SaleCommon Stock 4,106 $4.74 $19,462.44
Disclosure

SEC source: 0001625641-24-000131 · wk-form4_1724270623.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,320

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 $4.71 to $4.93 inclusive. 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 19, 2024 Filed Aug 21, 2024 20:01 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 3,039 $4.73 $14,374.47
Disclosure

SEC source: 0001625641-24-000129 · wk-form4_1724270496.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169,020

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 $4.71 to $4.90 inclusive. 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 19, 2024 Filed Aug 21, 2024 16:04 UTC
Lafair MichaelEVP, Chief Financial Officer
SaleCommon Stock 11,552 $4.73 $54,640.96
Disclosure

SEC source: 0001625641-24-000133 · wk-form4_1724270684.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 798,019

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 $4.71 to $5.06 inclusive. 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 February 1, 2024 to July 31, 2024. 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, 2024.

Read SEC document
August 14, 2024 Filed Aug 15, 2024 21:02 UTC
Hill Scott ADirector
PurchaseCommon Stock 1,446 $5.43 $7,851.78
Disclosure

SEC source: 0001625641-24-000124 · wk-form4_1723755768.xml · nonDerivative · entry 2

Hill Scott A · CIK 0001397778 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 189,061

Read SEC document
August 13, 2024 Filed Aug 15, 2024 21:02 UTC
Hill Scott ADirector
PurchaseCommon Stock 23,554 $5.39 $126,956.06
Disclosure

SEC source: 0001625641-24-000124 · wk-form4_1723755768.xml · nonDerivative · entry 1

Hill Scott A · CIK 0001397778 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187,615

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.24 to $5.40 inclusive. 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
July 31, 2024 Filed Aug 2, 2024 16:05 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $6.18 $10,129.02
Disclosure

SEC source: 0001625641-24-000111 · wk-form4_1722629151.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 808,821

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
July 15, 2024 Filed Jul 17, 2024 22:02 UTC
Crum Richard FrancisEVP, Chief Product Officer
GrantCommon Stock 137,931 $0.00 $0.00
Disclosure

SEC source: 0001625641-24-000108 · wk-form4_1721253745.xml · nonDerivative · entry 1

Crum Richard Francis · CIK 0002028360 · EVP, Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 137,931

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. Twenty-five percent (25%) of the shares shall vest on August 16, 2025 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.

Read SEC document
June 30, 2024 Filed Jul 2, 2024 16:16 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $5.96 $9,768.44
Disclosure

SEC source: 0001625641-24-000100 · wk-form4_1719951378.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 810,460

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
June 13, 2024 Filed Jun 13, 2024 18:58 UTC GrantCommon Stock 24,958 $0.00 $0.00
Disclosure

SEC source: 0001625641-24-000098 · wk-form4_1718319480.xml · nonDerivative · entry 1

Offerdahl James · CIK 0001490198 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,983

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 13, 2024, and shall become fully vested as of the day immediately preceding the Issuer's 2025 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 13, 2024 Filed Jun 13, 2024 22:56 UTC GrantCommon Stock 24,958 $0.00 $0.00
Disclosure

SEC source: 0001625641-24-000096 · wk-form4_1718319373.xml · nonDerivative · entry 1

Blount Susan L · CIK 0001325581 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,654

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 13, 2024, and shall become fully vested as of the day immediately preceding the Issuer's 2025 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 13, 2024 Filed Jun 13, 2024 22:54 UTC
Hill Scott ADirector
GrantCommon Stock 24,958 $0.00 $0.00
Disclosure

SEC source: 0001625641-24-000094 · wk-form4_1718319268.xml · nonDerivative · entry 1

Hill Scott A · CIK 0001397778 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 164,061

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 13, 2024, and shall become fully vested as of the day immediately preceding the Issuer's 2025 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 13, 2024 Filed Jun 13, 2024 22:52 UTC GrantCommon Stock 24,958 $0.00 $0.00
Disclosure

SEC source: 0001625641-24-000092 · wk-form4_1718319150.xml · nonDerivative · entry 1

Burnette Colette Pierce · CIK 0001870354 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,605

F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 13, 2024, and shall become fully vested as of the day immediately preceding the Issuer's 2025 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
May 31, 2024 Filed Jun 4, 2024 16:21 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $5.85 $9,588.15
Disclosure

SEC source: 0001625641-24-000087 · wk-form4_1717532503.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 812,099

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 17, 2024 Filed May 21, 2024 20:18 UTC
Herckis KarenEVP, Chief HR Officer
SaleCommon Stock 3,807 $6.65 $25,316.55
Disclosure

SEC source: 0001625641-24-000083 · wk-form4_1716322708.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,426

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 $6.65 to $6.70 inclusive. 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 ranges.

Read SEC document
May 17, 2024 Filed May 21, 2024 20:17 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 2,759 $6.65 $18,347.35
Disclosure

SEC source: 0001625641-24-000082 · wk-form4_1716322636.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,059

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 $6.65 to $6.70 inclusive. 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 17, 2024 Filed May 21, 2024 16:19 UTC
Lafair MichaelEVP, Chief Financial Officer
SaleCommon Stock 7,690 $6.65 $51,138.50
Disclosure

SEC source: 0001625641-24-000084 · wk-form4_1716322754.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 813,738

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 $6.65 to $6.70 inclusive. 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 17, 2024 Filed May 21, 2024 20:20 UTC
Hill Scott ADirector
SaleCommon Stock 73,296 $6.65 $487,418.40
Disclosure

SEC source: 0001625641-24-000085 · wk-form4_1716322814.xml · nonDerivative · entry 1

Hill Scott A · CIK 0001397778 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,103

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 ("RSUs"). 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 $6.65 to $6.69 inclusive. 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: On May 11, 2024, the Reporting Person's employment as the Chief Executive Officer of the Issuer ended, resulting in the forfeiture of 72,828 RSUs. This amount represents the number of shares held by the Reporting Person after the transaction described in footnote (1) and the forfeiture described in this footnote.

Read SEC document
May 17, 2024 Filed May 21, 2024 20:16 UTC
Smith Kevin JosephEVP, Chief Product Officer
SaleCommon Stock 7,833 $6.65 $52,089.45
Disclosure

SEC source: 0001625641-24-000080 · wk-form4_1716322574.xml · nonDerivative · entry 1

Smith Kevin Joseph · CIK 0001975002 · EVP, Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 287,106

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 ("RSUs"). 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 $6.65 to $6.70 inclusive. 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: Gives effect to 3,150 shares previously sold by the Reporting Person prior to the Reporting Person becoming a Section 16 officer as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of RSUs.

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April 30, 2024 Filed May 1, 2024 16:36 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $7.55 $12,374.45
Disclosure

SEC source: 0001625641-24-000059 · wk-form4_1714595748.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 821,428

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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April 29, 2024 Filed May 1, 2024 20:51 UTC
Friedrichsen EricDirector · Chief Executive Officer
GrantCommon Stock 1,023,780 $7.75 $7,934,295.00
Disclosure

SEC source: 0001625641-24-000063 · wk-form4_1714596658.xml · nonDerivative · entry 1

Friedrichsen Eric · CIK 0002019077 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,023,780

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. Twenty-five percent (25%) of the shares shall vest on May 16, 2025 and the remainder shall vest in 12 quarterly installments on each quarterly date thereafter, subject to the Reporting Peron's continuous service to the Issuer through each vesting date.

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March 31, 2024 Filed Apr 2, 2024 16:52 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $8.13 $13,325.07
Disclosure

SEC source: 0001625641-24-000051 · wk-form4_1712091126.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 823,067

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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February 29, 2024 Filed Mar 1, 2024 16:50 UTC
Lafair MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,639 $6.66 $10,915.74
Disclosure

SEC source: 0001625641-24-000049 · wk-form4_1709329817.xml · nonDerivative · entry 2

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 824,706

F2 · 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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February 28, 2024 Filed Mar 1, 2024 21:46 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 2,006 $6.82 $13,680.92
Disclosure

SEC source: 0001625641-24-000047 · wk-form4_1709329566.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,818

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 RSUs. 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.

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February 28, 2024 Filed Mar 1, 2024 16:50 UTC
Lafair MichaelEVP, Chief Financial Officer
SaleCommon Stock 8,614 $6.82 $58,747.48
Disclosure

SEC source: 0001625641-24-000049 · wk-form4_1709329817.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 826,345

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 RSUs. 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.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:44 UTC
Smith Kevin JosephEVP, Chief Product Officer
SaleCommon Stock 5,765 $6.82 $39,317.30
Disclosure

SEC source: 0001625641-24-000045 · wk-form4_1709329435.xml · nonDerivative · entry 1

Smith Kevin Joseph · CIK 0001975002 · EVP, Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 298,089

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 RSUs. 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.

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February 22, 2024 Filed Feb 22, 2024 21:32 UTC
Antoon MelanieEVP, Chief Customer Officer
GrantCommon Stock 24,926 $0.00 $0.00
Disclosure

SEC source: 0001625641-24-000041 · wk-form4_1708637527.xml · nonDerivative · entry 2

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,824

F3 · shares: Represents restricted stock units ("RSUs") that were granted in February 2023 subject to performance-based vesting conditions pertaining to 2023 performance, the achievement of which was certified by the Compensation Committee on February 21, 2024. Of these RSUs, 4/12th of the shares will vest after two full business days have elapsed following the Issuer's release of 2023 earnings, and the remainder will vest in eight equal quarterly installments with the first vest date occurring on May 16, 2024, 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 22, 2024 Filed Feb 22, 2024 16:29 UTC
Lafair MichaelEVP, Chief Financial Officer
GrantCommon Stock 105,578 $0.00 $0.00
Disclosure

SEC source: 0001625641-24-000039 · wk-form4_1708637327.xml · nonDerivative · entry 2

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 834,959

F3 · shares: Represents restricted stock units ("RSUs") that were granted in February 2023 subject to performance-based vesting conditions pertaining to 2023 performance, the achievement of which was certified by the Compensation Committee on February 21, 2024. Of these RSUs, 4/12th of the shares will vest after two full business days have elapsed following the Issuer's release of 2023 earnings, and the remainder will vest in eight equal quarterly installments with the first vest date occurring on May 16, 2024, 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 22, 2024 Filed Feb 22, 2024 21:26 UTC
Smith Kevin JosephEVP, Chief Product Officer
GrantCommon Stock 53,413 $0.00 $0.00
Disclosure

SEC source: 0001625641-24-000037 · wk-form4_1708637179.xml · nonDerivative · entry 2

Smith Kevin Joseph · CIK 0001975002 · EVP, Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 303,854

F3 · shares: Represents restricted stock units ("RSUs") that were granted in February 2023 subject to performance-based vesting conditions pertaining to 2023 performance, the achievement of which was certified by the Compensation Committee on February 21, 2024. Of these RSUs, 4/12th of the shares will vest after two full business days have elapsed following the Issuer's release of 2023 earnings, and the remainder will vest in eight equal quarterly installments with the first vest date occurring on May 16, 2024, 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 21, 2024 Filed Feb 22, 2024 21:21 UTC
Hill Scott ADirector · Chief Executive Officer
GrantCommon Stock 218,484 $0.00 $0.00
Disclosure

SEC source: 0001625641-24-000033 · wk-form4_1708636820.xml · nonDerivative · entry 1

Hill Scott A · CIK 0001397778 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 285,227

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 on the first Quarterly Date (as defined below), May 16, 2024, equal to the product of 18,207 and the number of months of Mr. Hill's service as Chief Executive Officer and shall vest on each Quarterly Date thereafter equal to the product of 18,207 and the number of months of Mr. Hill's service as Chief Executive Officer since the last Quarterly Date (prorated with respect to any partial calendar month of service based on the number of days served during such month). "Quarterly Date" means February 16, May 16, August 16, and November 16.

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February 20, 2024 Filed Feb 22, 2024 21:24 UTC
Herckis KarenEVP, Chief HR Officer
SaleCommon Stock 3,226 $7.61 $24,549.86
Disclosure

SEC source: 0001625641-24-000035 · wk-form4_1708637028.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,233

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 RSUs. 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 $7.60 to $7.73 inclusive. 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 20, 2024 Filed Feb 22, 2024 21:32 UTC
Antoon MelanieEVP, Chief Customer Officer
SaleCommon Stock 4,689 $7.60 $35,636.40
Disclosure

SEC source: 0001625641-24-000041 · wk-form4_1708637527.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 151,898

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 RSUs. 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 $7.58 to $7.69 inclusive. 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 20, 2024 Filed Feb 22, 2024 16:29 UTC
Lafair MichaelEVP, Chief Financial Officer
SaleCommon Stock 4,756 $7.61 $36,193.16
Disclosure

SEC source: 0001625641-24-000039 · wk-form4_1708637327.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 729,381

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 RSUs. 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 $7.60 to $7.73 inclusive. 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 20, 2024 Filed Feb 22, 2024 21:26 UTC
Smith Kevin JosephEVP, Chief Product Officer
SaleCommon Stock 5,098 $7.60 $38,744.80
Disclosure

SEC source: 0001625641-24-000037 · wk-form4_1708637179.xml · nonDerivative · entry 1

Smith Kevin Joseph · CIK 0001975002 · EVP, Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250,441

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 RSUs. 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 $7.58 to $7.69 inclusive. 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 07, 2024 Filed Feb 9, 2024 21:56 UTC
Herckis KarenEVP, Chief HR Officer
GrantCommon Stock 41,380 $0.00 $0.00
Disclosure

SEC source: 0001625641-24-000018 · wk-form4_1707515779.xml · nonDerivative · entry 1

Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118,459

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 with the first vest date occurring on May 16, 2024, 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.

Read SEC document
February 07, 2024 Filed Feb 9, 2024 22:08 UTC
Antoon MelanieEVP, Chief Customer Officer
GrantCommon Stock 57,931 $0.00 $0.00
Disclosure

SEC source: 0001625641-24-000022 · wk-form4_1707516517.xml · nonDerivative · entry 1

Antoon Melanie · CIK 0002006838 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,587

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 with the first vest date occurring on May 16, 2024, 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 07, 2024 Filed Feb 9, 2024 16:52 UTC
Lafair MichaelEVP, Chief Financial Officer
GrantCommon Stock 57,931 $0.00 $0.00
Disclosure

SEC source: 0001625641-24-000016 · wk-form4_1707515559.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 734,137

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 with the first vest date occurring on May 16, 2024, 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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.