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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
June 02, 2022 Filed Jun 3, 2022 17:23 UTC OtherCommon Stock 141,371 $23.20 $3,279,807.20
Disclosure

SEC source: 0001427999-22-000006 · primary_doc.xml · nonDerivative · entry 1

Clark Kenneth Aaron · CIK 0001519987 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,371

F1 · kind: The shares acquired represent shares distributed by SG-Disco, LLC to the reporting person.

F2 · price: Reflects the closing price on the date of distribution.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 16:13 UTC
Zoellner KeithChief Technology Officer
SaleCommon Stock 300 $24.58 $7,374.00
Disclosure

SEC source: 0001625641-22-000069 · wf-form4_165428719727039.xml · nonDerivative · entry 4

Zoellner Keith · CIK 0001870978 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 463,354

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.57 to $24.58 inclusive.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 16:13 UTC
Zoellner KeithChief Technology Officer
SaleCommon Stock 763 $23.67 $18,060.21
Disclosure

SEC source: 0001625641-22-000069 · wf-form4_165428719727039.xml · nonDerivative · entry 3

Zoellner Keith · CIK 0001870978 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 463,654

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.45 to $24.05 inclusive.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 16:13 UTC
Zoellner KeithChief Technology Officer
SaleCommon Stock 1,473 $22.71 $33,451.83
Disclosure

SEC source: 0001625641-22-000069 · wf-form4_165428719727039.xml · nonDerivative · entry 2

Zoellner Keith · CIK 0001870978 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 464,417

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.43 to $23.40 inclusive.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 16:13 UTC
Zoellner KeithChief Technology Officer
SaleCommon Stock 2,464 $21.97 $54,134.08
Disclosure

SEC source: 0001625641-22-000069 · wf-form4_165428719727039.xml · nonDerivative · entry 1

Zoellner Keith · CIK 0001870978 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 465,890

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.43 to $22.26 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 set forth in footnotes (2), (3), (4) and (5).

Read SEC document
June 01, 2022 Filed Jun 3, 2022 16:08 UTC
Lafair MichaelChief Financial Officer
SaleCommon Stock 1,030 $24.64 $25,379.20
Disclosure

SEC source: 0001625641-22-000067 · wf-form4_165428689269966.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 394,273

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of shares.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 21:10 UTC OtherCommon Stock 651,273 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-22-021014 · doc4.xml · nonDerivative · entry 1

Bessemer Venture Partners VIII L.P. · CIK 0001508900 · 10% owner

Bessemer Venture Partners VIII Institutional L.P. · CIK 0001508902 · 10% owner

Deer VIII & Co. L.P. · CIK 0001559306 · 10% owner

Deer VIII & Co. Ltd. · CIK 0001559311 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · 8,652,826

Disclosed balance after: 8,652,826

F1 · kind: On June 1, 2022 Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and Bessemer Venture Partners VIII, L.P. ("BVP VIII", and together with BVP VIII Inst referred to collectively, the "Funds") distributed, for no consideration 355,595 shares and 295,678 shares, respectively (collectively, the "Shares"), of Common Stock to their limited partners and to Deer VIII & Co. L.P. ("Deer L.P."), representing each such partner's pro rata interest in such Shares. On the same date, one or more of such limited partner(s) distributed, for no consideration, the Shares to certain of its or their members in an amount equal to each such member's or members' respective pro rata interests in the Shares. Finally, on the same date, Deer L.P. distributed, for no consideration, the Shares it received from the distributions to its partners in an amount equal to each such partner's pro rata interest in the Shares.

F2 · kind: (continued from footnote 1) All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F1 · shares: On June 1, 2022 Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and Bessemer Venture Partners VIII, L.P. ("BVP VIII", and together with BVP VIII Inst referred to collectively, the "Funds") distributed, for no consideration 355,595 shares and 295,678 shares, respectively (collectively, the "Shares"), of Common Stock to their limited partners and to Deer VIII & Co. L.P. ("Deer L.P."), representing each such partner's pro rata interest in such Shares. On the same date, one or more of such limited partner(s) distributed, for no consideration, the Shares to certain of its or their members in an amount equal to each such member's or members' respective pro rata interests in the Shares. Finally, on the same date, Deer L.P. distributed, for no consideration, the Shares it received from the distributions to its partners in an amount equal to each such partner's pro rata interest in the Shares.

F2 · shares: (continued from footnote 1) All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F1 · price: On June 1, 2022 Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and Bessemer Venture Partners VIII, L.P. ("BVP VIII", and together with BVP VIII Inst referred to collectively, the "Funds") distributed, for no consideration 355,595 shares and 295,678 shares, respectively (collectively, the "Shares"), of Common Stock to their limited partners and to Deer VIII & Co. L.P. ("Deer L.P."), representing each such partner's pro rata interest in such Shares. On the same date, one or more of such limited partner(s) distributed, for no consideration, the Shares to certain of its or their members in an amount equal to each such member's or members' respective pro rata interests in the Shares. Finally, on the same date, Deer L.P. distributed, for no consideration, the Shares it received from the distributions to its partners in an amount equal to each such partner's pro rata interest in the Shares.

F2 · price: (continued from footnote 1) All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F4 · balance_after: As of the date hereof, BVP VIII Inst and BVP VIII own 4,724,440 shares of Common Stock and 3,928,386 shares of Common Stock, respectively.

F3 · ownership.nature: Deer VIII & Co. Ltd. ("Deer Ltd.") is the general partner of Deer L.P. which is the general partner of each of the Funds. Deer Ltd. and Deer L.P. disclaim beneficial ownership of the securities held by the Funds, and this report shall not be deemed an admission that Deer Ltd. and Deer L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the Funds.

F4 · ownership.nature: As of the date hereof, BVP VIII Inst and BVP VIII own 4,724,440 shares of Common Stock and 3,928,386 shares of Common Stock, respectively.

Read SEC document
April 30, 2022 Filed May 3, 2022 17:04 UTC
Lafair MichaelChief Financial Officer
Tax withholdingCommon Stock 1,014 $30.71 $31,139.94
Disclosure

SEC source: 0001625641-22-000051 · wf-form4_165161186790618.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 395,303

Read SEC document
April 18, 2022 Filed Apr 20, 2022 16:48 UTC Exercise / conversionCommon Stock · Derivative 2,000 $8.80 Strike: $8.80 $17,600.00
Disclosure

SEC source: 0001625641-22-000041 · wf-form4_165048766690594.xml · derivative · entry 2

Offerdahl James · CIK 0001490198 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Employee Stock Option (right to buy) · 2,000 shares

Expires 2030-04-23

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: One twelfth (1/12th) of the shares underlying this option vested or shall vest on a monthly basis following April 23, 2020, subject to the Reporting Person's continued service to the Issuer through each vesting date.

Read SEC document
April 18, 2022 Filed Apr 20, 2022 16:48 UTC Exercise / conversionCommon Stock 2,000 $8.80 $17,600.00
Disclosure

SEC source: 0001625641-22-000041 · wf-form4_165048766690594.xml · nonDerivative · entry 1

Offerdahl James · CIK 0001490198 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 122,718

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 08, 2022 Filed Apr 12, 2022 17:02 UTC
Shimek AndrewChief Revenue Officer
SaleCommon Stock 12,100 $32.17 $389,257.00
Disclosure

SEC source: 0001625641-22-000039 · wf-form4_164979732276360.xml · nonDerivative · entry 2

Shimek Andrew · CIK 0001870285 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126,574

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.84 to $32.66 inclusive.

Read SEC document
April 08, 2022 Filed Apr 12, 2022 17:02 UTC
Shimek AndrewChief Revenue Officer
SaleCommon Stock 2,900 $30.97 $89,813.00
Disclosure

SEC source: 0001625641-22-000039 · wf-form4_164979732276360.xml · nonDerivative · entry 1

Shimek Andrew · CIK 0001870285 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,674

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.71 to $31.62 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 set forth in footnotes (2) and (3).

Read SEC document
April 04, 2022 Filed Apr 4, 2022 20:22 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 14,000 $1.50 Strike: $1.50 $21,000.00
Disclosure

SEC source: 0001625641-22-000037 · wf-form4_164911809816461.xml · derivative · entry 5

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,049

Underlying: Common Stock · 14,000 shares

Expires 2028-06-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: Twenty-five percent (25%) of the shares underlying the option vested on December 31, 2018, and the remainder vested or shall vest in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each vesting date.

Read SEC document
April 04, 2022 Filed Apr 4, 2022 20:22 UTC
Lafair MichaelChief Financial Officer
SaleCommon Stock 8,554 $35.99 $307,858.46
Disclosure

SEC source: 0001625641-22-000037 · wf-form4_164911809816461.xml · nonDerivative · entry 4

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 396,317

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.74 to $36.29 inclusive.

Read SEC document
April 04, 2022 Filed Apr 4, 2022 20:22 UTC
Lafair MichaelChief Financial Officer
SaleCommon Stock 5,446 $35.54 $193,550.84
Disclosure

SEC source: 0001625641-22-000037 · wf-form4_164911809816461.xml · nonDerivative · entry 3

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 404,871

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.74 to $35.73 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 ranges set forth in footnotes (2) and (3).

Read SEC document
April 04, 2022 Filed Apr 4, 2022 20:22 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionCommon Stock 14,000 $1.50 $21,000.00
Disclosure

SEC source: 0001625641-22-000037 · wf-form4_164911809816461.xml · nonDerivative · entry 2

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 410,317

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 31, 2022 Filed Apr 4, 2022 20:22 UTC
Lafair MichaelChief Financial Officer
Tax withholdingCommon Stock 1,014 $33.97 $34,445.58
Disclosure

SEC source: 0001625641-22-000037 · wf-form4_164911809816461.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 396,317

Read SEC document
March 15, 2022 Filed Mar 17, 2022 15:28 UTC
SG-Disco, LLC10% owner
OtherCommon Stock 1,102,381 $28.19 $31,076,120.39
Disclosure

SEC source: 0001427999-22-000002 · primary_doc.xml · nonDerivative · entry 1

Stephens Group, LLC · CIK 0001427999 · 10% owner

SG-Disco, LLC · CIK 0001874459 · 10% owner

CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner

Stephens W. R. Jr. · CIK 0001228226 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 7,938,003

F1 · kind: The shares disposed of represent shares distributed by SG-Disco, LLC ("SG-Disco") to certain of its members representing each such member's pro rata interest in such shares.

F2 · price: Reflects the closing price on the date of distribution.

F3 · ownership.nature: The shares are held by SG-Disco. The Stephens Group, LLC ("The Stephens Group") is the sole manager and has voting and dispositive power over the shares held by SG-Disco. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as an executive committee. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Disco.

Read SEC document
March 03, 2022 Filed Mar 7, 2022 16:51 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 14,000 $1.50 Strike: $1.50 $21,000.00
Disclosure

SEC source: 0001625641-22-000035 · wf-form4_164668984048873.xml · derivative · entry 5

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 116,049

Underlying: Common Stock · 14,000 shares

Expires 2028-06-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: Twenty-five percent (25%) of the shares underlying the option vested on December 31, 2018, and the remainder vested or shall vest in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each vesting date.

Read SEC document
March 03, 2022 Filed Mar 7, 2022 16:51 UTC
Lafair MichaelChief Financial Officer
SaleCommon Stock 300 $36.03 $10,809.00
Disclosure

SEC source: 0001625641-22-000035 · wf-form4_164668984048873.xml · nonDerivative · entry 4

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 397,331

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.69 to $36.50 inclusive.

Read SEC document
March 03, 2022 Filed Mar 7, 2022 16:51 UTC
Lafair MichaelChief Financial Officer
SaleCommon Stock 8,191 $34.49 $282,507.59
Disclosure

SEC source: 0001625641-22-000035 · wf-form4_164668984048873.xml · nonDerivative · entry 3

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 397,631

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.10 to $35.03 inclusive.

Read SEC document
March 03, 2022 Filed Mar 7, 2022 16:51 UTC
Lafair MichaelChief Financial Officer
SaleCommon Stock 5,509 $33.56 $184,882.04
Disclosure

SEC source: 0001625641-22-000035 · wf-form4_164668984048873.xml · nonDerivative · entry 2

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 405,822

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.10 to $34.07 inclusive. The Reporting Person undertakes to price 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 set forth in footnotes (2), (3) and (4).

Read SEC document
March 03, 2022 Filed Mar 7, 2022 16:51 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionCommon Stock 14,000 $1.50 $21,000.00
Disclosure

SEC source: 0001625641-22-000035 · wf-form4_164668984048873.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 411,331

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 03, 2022 Filed Mar 7, 2022 22:44 UTC OtherCommon Stock 651,273 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-22-009727 · doc4.xml · nonDerivative · entry 1

Bessemer Venture Partners VIII L.P. · CIK 0001508900 · 10% owner

Bessemer Venture Partners VIII Institutional L.P. · CIK 0001508902 · 10% owner

Deer VIII & Co. L.P. · CIK 0001559306 · 10% owner

Deer VIII & Co. Ltd. · CIK 0001559311 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 9,304,099

F1 · kind: On March 3, 2022 Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and Bessemer Venture Partners VIII, L.P. ("BVP VIII", and together with BVP VIII Inst referred to collectively, the "Funds") distributed, for no consideration 355,595 shares and 295,678 shares, respectively (collectively, the "Shares"), of Common Stock to their limited partners and to Deer VIII & Co. L.P. ("Deer L.P."), representing each such partner's pro rata interest in such Shares. On the same date, one or more of such limited partner(s) distributed, for no consideration, the Shares to certain of its or their members in an amount equal to each such member's or members' respective pro rata interests in the Shares. Finally, on the same date, Deer L.P. distributed, for no consideration, the Shares it received from the distributions to its partners in an amount equal to each such partner's pro rata interest in the Shares.

F2 · kind: (Continued from Footnote 1), All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F1 · shares: On March 3, 2022 Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and Bessemer Venture Partners VIII, L.P. ("BVP VIII", and together with BVP VIII Inst referred to collectively, the "Funds") distributed, for no consideration 355,595 shares and 295,678 shares, respectively (collectively, the "Shares"), of Common Stock to their limited partners and to Deer VIII & Co. L.P. ("Deer L.P."), representing each such partner's pro rata interest in such Shares. On the same date, one or more of such limited partner(s) distributed, for no consideration, the Shares to certain of its or their members in an amount equal to each such member's or members' respective pro rata interests in the Shares. Finally, on the same date, Deer L.P. distributed, for no consideration, the Shares it received from the distributions to its partners in an amount equal to each such partner's pro rata interest in the Shares.

F2 · shares: (Continued from Footnote 1), All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F1 · price: On March 3, 2022 Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and Bessemer Venture Partners VIII, L.P. ("BVP VIII", and together with BVP VIII Inst referred to collectively, the "Funds") distributed, for no consideration 355,595 shares and 295,678 shares, respectively (collectively, the "Shares"), of Common Stock to their limited partners and to Deer VIII & Co. L.P. ("Deer L.P."), representing each such partner's pro rata interest in such Shares. On the same date, one or more of such limited partner(s) distributed, for no consideration, the Shares to certain of its or their members in an amount equal to each such member's or members' respective pro rata interests in the Shares. Finally, on the same date, Deer L.P. distributed, for no consideration, the Shares it received from the distributions to its partners in an amount equal to each such partner's pro rata interest in the Shares.

F2 · price: (Continued from Footnote 1), All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F4 · balance_after: As of the date hereof, BVP VIII Inst and BVP VIII own 5,080,035 shares of Common Stock and 4,224,064 shares of Common Stock, respectively.

F3 · ownership.nature: Deer VIII & Co. Ltd. ("Deer Ltd.") is the general partner of Deer L.P. which is the general partner of each of the Funds. Deer Ltd. and Deer L.P. disclaim beneficial ownership of the securities held by the Funds, and this report shall not be deemed an admission that Deer Ltd. and Deer L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the Funds.

F4 · ownership.nature: As of the date hereof, BVP VIII Inst and BVP VIII own 5,080,035 shares of Common Stock and 4,224,064 shares of Common Stock, respectively.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 16:41 UTC
Shimek AndrewChief Revenue Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 25,000 $1.50 Strike: $1.50 $37,500.00
Disclosure

SEC source: 0001625641-22-000033 · wf-form4_164634367011874.xml · derivative · entry 7

Shimek Andrew · CIK 0001870285 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,385

Underlying: Common Stock · 25,000 shares

Expires 2028-06-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: Twenty-five percent (25%) of the shares underlying the option vested on January 16, 2019, and the remainder vested or shall vest in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each vesting date.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 16:41 UTC
Shimek AndrewChief Revenue Officer
SaleCommon Stock 2,689 $38.24 $102,827.36
Disclosure

SEC source: 0001625641-22-000033 · wf-form4_164634367011874.xml · nonDerivative · entry 4

Shimek Andrew · CIK 0001870285 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,574

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.10 to $38.46 inclusive.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 16:41 UTC
Shimek AndrewChief Revenue Officer
SaleCommon Stock 11,009 $37.47 $412,507.23
Disclosure

SEC source: 0001625641-22-000033 · wf-form4_164634367011874.xml · nonDerivative · entry 3

Shimek Andrew · CIK 0001870285 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 144,263

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.04 to $38.02 inclusive.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 16:41 UTC
Shimek AndrewChief Revenue Officer
SaleCommon Stock 11,302 $36.59 $413,540.18
Disclosure

SEC source: 0001625641-22-000033 · wf-form4_164634367011874.xml · nonDerivative · entry 2

Shimek Andrew · CIK 0001870285 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 155,272

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.03 to $37.02 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 set forth in footnotes (2), (3) and (4).

Read SEC document
March 01, 2022 Filed Mar 3, 2022 16:41 UTC
Shimek AndrewChief Revenue Officer
Exercise / conversionCommon Stock 25,000 $1.50 $37,500.00
Disclosure

SEC source: 0001625641-22-000033 · wf-form4_164634367011874.xml · nonDerivative · entry 1

Shimek Andrew · CIK 0001870285 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 166,574

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 28, 2022 Filed Mar 2, 2022 16:30 UTC
Zoellner KeithChief Technology Officer
Tax withholdingCommon Stock 3,162 $37.78 $119,460.36
Disclosure

SEC source: 0001625641-22-000027 · wf-form4_164625662240978.xml · nonDerivative · entry 1

Zoellner Keith · CIK 0001870978 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 468,354

Read SEC document
February 28, 2022 Filed Mar 2, 2022 16:35 UTC
Lafair MichaelChief Financial Officer
Tax withholdingCommon Stock 1,014 $37.78 $38,308.92
Disclosure

SEC source: 0001625641-22-000029 · wf-form4_164625687980730.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 397,331

Read SEC document
February 28, 2022 Filed Mar 2, 2022 16:45 UTC SaleCommon Stock 1,000 $34.51 $34,510.00
Disclosure

SEC source: 0001625641-22-000031 · wf-form4_164625748765201.xml · nonDerivative · entry 1

Offerdahl James · CIK 0001490198 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120,718

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F2 · balance_after: This amount includes 3,670 shares of the Issuer's common stock subject to a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from July 21, 2021, subject to the Reporting Person's continuous service to the Issuer through each vesting date.

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February 04, 2022 Filed Feb 7, 2022 16:34 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,316 $1.50 Strike: $1.50 $6,474.00
Disclosure

SEC source: 0001625641-22-000006 · wf-form4_164426966182913.xml · derivative · entry 6

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,049

Underlying: Common Stock · 4,316 shares

Expires 2028-06-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: Twenty-five percent (25%) of the shares underlying the option vested on December 31, 2018, and the remainder vested or shall vest in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each vesting date.

Read SEC document
February 04, 2022 Filed Feb 7, 2022 16:34 UTC
Lafair MichaelChief Financial Officer
SaleCommon Stock 4,316 $32.03 $138,241.48
Disclosure

SEC source: 0001625641-22-000006 · wf-form4_164426966182913.xml · nonDerivative · entry 4

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 398,345

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $32.16 inclusive

Read SEC document
February 04, 2022 Filed Feb 7, 2022 16:34 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionCommon Stock 4,316 $1.50 $6,474.00
Disclosure

SEC source: 0001625641-22-000006 · wf-form4_164426966182913.xml · nonDerivative · entry 3

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 402,661

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 03, 2022 Filed Feb 7, 2022 16:34 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 9,684 $1.50 Strike: $1.50 $14,526.00
Disclosure

SEC source: 0001625641-22-000006 · wf-form4_164426966182913.xml · derivative · entry 5

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 134,365

Underlying: Common Stock · 9,684 shares

Expires 2028-06-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: Twenty-five percent (25%) of the shares underlying the option vested on December 31, 2018, and the remainder vested or shall vest in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each vesting date.

Read SEC document
February 03, 2022 Filed Feb 7, 2022 16:34 UTC
Lafair MichaelChief Financial Officer
SaleCommon Stock 9,684 $32.11 $310,953.24
Disclosure

SEC source: 0001625641-22-000006 · wf-form4_164426966182913.xml · nonDerivative · entry 2

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 398,345

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $32.29 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 set forth in footnotes (2) and (3).

Read SEC document
February 03, 2022 Filed Feb 7, 2022 16:34 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionCommon Stock 9,684 $1.50 $14,526.00
Disclosure

SEC source: 0001625641-22-000006 · wf-form4_164426966182913.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 408,029

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 31, 2022 Filed Feb 2, 2022 16:32 UTC
Lafair MichaelChief Financial Officer
Tax withholdingCommon Stock 1,184 $34.32 $40,634.88
Disclosure

SEC source: 0001625641-22-000004 · wf-form4_164383754623623.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 398,345

Read SEC document
January 04, 2022 Filed Jan 4, 2022 18:19 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 18,000 $0.00 Strike: $1.50 $0.00
Disclosure

SEC source: 0001625641-22-000002 · wf-form4_164133837250554.xml · derivative · entry 10

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 144,049

Underlying: Common Stock · 18,000 shares

Expires 2028-06-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: Twenty-five percent (25%) of the shares underlying the option vested on December 31, 2018, and the remainder vested or shall vest in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each vesting date.

Read SEC document
January 04, 2022 Filed Jan 4, 2022 18:19 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionCommon Stock 18,000 $1.50 $27,000.00
Disclosure

SEC source: 0001625641-22-000002 · wf-form4_164133837250554.xml · nonDerivative · entry 7

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 399,529

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 18:19 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 14,000 $0.00 Strike: $1.50 $0.00
Disclosure

SEC source: 0001625641-22-000002 · wf-form4_164133837250554.xml · derivative · entry 9

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,049

Underlying: Common Stock · 14,000 shares

Expires 2028-06-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: Twenty-five percent (25%) of the shares underlying the option vested on December 31, 2018, and the remainder vested or shall vest in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each vesting date.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 18:19 UTC
Lafair MichaelChief Financial Officer
SaleCommon Stock 1,600 $35.70 $57,120.00
Disclosure

SEC source: 0001625641-22-000002 · wf-form4_164133837250554.xml · nonDerivative · entry 6

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 381,529

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.58 to $36.06 inclusive.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 18:19 UTC
Lafair MichaelChief Financial Officer
SaleCommon Stock 5,286 $35.18 $185,961.48
Disclosure

SEC source: 0001625641-22-000002 · wf-form4_164133837250554.xml · nonDerivative · entry 5

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 383,129

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.53 to $35.52 inclusive.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 18:19 UTC
Lafair MichaelChief Financial Officer
SaleCommon Stock 7,114 $34.03 $242,089.42
Disclosure

SEC source: 0001625641-22-000002 · wf-form4_164133837250554.xml · nonDerivative · entry 4

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 388,415

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.53 to $34.51 inclusive.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 18:19 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionCommon Stock 14,000 $1.50 $21,000.00
Disclosure

SEC source: 0001625641-22-000002 · wf-form4_164133837250554.xml · nonDerivative · entry 3

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 395,529

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 18:19 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,200 $0.00 Strike: $1.50 $0.00
Disclosure

SEC source: 0001625641-22-000002 · wf-form4_164133837250554.xml · derivative · entry 8

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 176,049

Underlying: Common Stock · 4,200 shares

Expires 2028-06-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: Twenty-five percent (25%) of the shares underlying the option vested on December 31, 2018, and the remainder vested or shall vest in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each vesting date.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 18:19 UTC
Lafair MichaelChief Financial Officer
SaleCommon Stock 4,200 $35.98 $151,116.00
Disclosure

SEC source: 0001625641-22-000002 · wf-form4_164133837250554.xml · nonDerivative · entry 2

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 381,529

F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiplied transactions at prices ranging from $35.66 to $36.61 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 set forth in footnotes (2), (3), (4) and (5).

Read SEC document
December 31, 2021 Filed Jan 4, 2022 18:19 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionCommon Stock 4,200 $1.50 $6,300.00
Disclosure

SEC source: 0001625641-22-000002 · wf-form4_164133837250554.xml · nonDerivative · entry 1

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 385,729

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 29, 2021 Filed Dec 30, 2021 16:16 UTC
Lafair MichaelChief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 15,000 $0.00 Strike: $1.50 $0.00
Disclosure

SEC source: 0001625641-21-000072 · wf-form4_164089896602492.xml · derivative · entry 2

Lafair Michael · CIK 0001870164 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 180,249

Underlying: Common Stock · 15,000 shares

Expires 2028-06-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: Twenty-five percent (25%) of the shares underlying the option vested on December 31, 2018, and the remainder vested or shall vest in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each vesting date.

Read SEC document

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