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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 5 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 5 | 4 |
| Mar 2026 | 2 | 4 |
| Apr 2026 | 0 | 0 |
| May 2026 | 1 | 4 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 1 | 4 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 29, 2021 Filed Dec 30, 2021 16:16 UTC |
Lafair MichaelChief Financial Officer
|
Exercise / conversionCommon Stock | 15,000 | $1.50 | $22,500.00 |
DisclosureSEC source: 0001625641-21-000072 · wf-form4_164089896602492.xml · nonDerivative · entry 1 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,529 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 20, 2021 Filed Dec 22, 2021 16:31 UTC |
Lafair MichaelChief Financial Officer
|
Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 30,635 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001625641-21-000070 · wf-form4_164020868389463.xml · derivative · entry 5 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,249 Underlying: Common Stock · 30,635 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 |
| December 20, 2021 Filed Dec 22, 2021 16:31 UTC |
Lafair MichaelChief Financial Officer
|
SaleCommon Stock | 4,800 | $36.25 | $174,000.00 |
DisclosureSEC source: 0001625641-21-000070 · wf-form4_164020868389463.xml · nonDerivative · entry 4 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,529 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 $35.81 to $36.79 inclusive. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 16:31 UTC |
Lafair MichaelChief Financial Officer
|
SaleCommon Stock | 9,842 | $35.04 | $344,863.68 |
DisclosureSEC source: 0001625641-21-000070 · wf-form4_164020868389463.xml · nonDerivative · entry 3 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371,329 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 $34.76 to $35.74 inclusive. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 16:31 UTC |
Lafair MichaelChief Financial Officer
|
SaleCommon Stock | 15,993 | $34.31 | $548,719.83 |
DisclosureSEC source: 0001625641-21-000070 · wf-form4_164020868389463.xml · nonDerivative · entry 2 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,171 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 $33.76 to $34.75 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 |
| December 20, 2021 Filed Dec 22, 2021 16:31 UTC |
Lafair MichaelChief Financial Officer
|
Exercise / conversionCommon Stock | 30,635 | $1.50 | $45,952.50 |
DisclosureSEC source: 0001625641-21-000070 · wf-form4_164020868389463.xml · nonDerivative · entry 1 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,164 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 13, 2021 Filed Dec 15, 2021 16:44 UTC |
Zoellner KeithChief Technology Officer
|
SaleCommon Stock | 18,000 | $37.47 | $674,460.00 |
DisclosureSEC source: 0001625641-21-000068 · wf-form4_163960466888623.xml · nonDerivative · entry 2 Zoellner Keith · CIK 0001870978 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,516 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 $37.28 to $38.27 inclusive. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 16:44 UTC |
Zoellner KeithChief Technology Officer
|
SaleCommon Stock | 36,500 | $36.88 | $1,346,120.00 |
DisclosureSEC source: 0001625641-21-000068 · wf-form4_163960466888623.xml · nonDerivative · entry 1 Zoellner Keith · CIK 0001870978 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 489,516 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 $36.28 to $37.27 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 |
| November 30, 2021 Filed Dec 1, 2021 18:38 UTC |
Zoellner KeithChief Technology Officer
|
Tax withholdingCommon Stock | 4,918 | $36.70 | $180,490.60 |
DisclosureSEC source: 0001625641-21-000066 · wf-form4_163840189989938.xml · nonDerivative · entry 1 Zoellner Keith · CIK 0001870978 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526,016 Read SEC document |
| November 18, 2021 Filed Nov 18, 2021 23:33 UTC |
Camara KiwiDirector · Chief Executive Officer
|
SaleCommon Stock | 1,800 | $52.11 | $93,798.00 |
DisclosureSEC source: 0001209191-21-065612 · doc4.xml · nonDerivative · entry 3 Camara Kiwi · CIK 0001870342 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,930,760 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 $52.00 to $52.20 inclusive. Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 23:33 UTC |
Camara KiwiDirector · Chief Executive Officer
|
SaleCommon Stock | 900 | $52.10 | $46,890.00 |
DisclosureSEC source: 0001209191-21-065612 · doc4.xml · nonDerivative · entry 2 Camara Kiwi · CIK 0001870342 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,932,560 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 $52.05 to $52.18 inclusive. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 19:06 UTC |
Lafair MichaelChief Financial Officer
|
Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 38,504 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · derivative · entry 9 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,884 Underlying: Common Stock · 38,504 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. F7 · derivative.exercise_date: Twenty-five percent (25%) of the shares underlying this 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 the each vesting date. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 19:06 UTC |
Lafair MichaelChief Financial Officer
|
SaleCommon Stock | 403 | $51.08 | $20,585.24 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 7 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,529 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.01 to $51.30 inclusive. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 19:06 UTC |
Lafair MichaelChief Financial Officer
|
SaleCommon Stock | 8,101 | $50.51 | $409,181.51 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 6 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,932 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 $50.00 to $50.99 inclusive. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 19:06 UTC |
Lafair MichaelChief Financial Officer
|
Exercise / conversionCommon Stock | 38,504 | $1.50 | $57,756.00 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 5 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,033 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 |
| November 16, 2021 Filed Nov 18, 2021 23:33 UTC |
Camara KiwiDirector · Chief Executive Officer
|
SaleCommon Stock | 34,321 | $52.10 | $1,788,124.10 |
DisclosureSEC source: 0001209191-21-065612 · doc4.xml · nonDerivative · entry 1 Camara Kiwi · CIK 0001870342 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,933,460 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 $52.00 to $52.39 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 |
| November 16, 2021 Filed Nov 19, 2021 06:05 UTC |
GOODMAN ROBERT PDirector
|
SaleCommon Stock | 0 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-045341 · doc4.xml · nonDerivative · entry 1 GOODMAN ROBERT P · CIK 0001252022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · shares: On November 16, 2021 Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and Bessemer Venture Partners VIII, L.P. ("BVP VIII", together with BVP VIII Inst referred to collectively, the "Funds") sold 655,200 shares and 544,800 shares of Common Stock of CS Disco, Inc., respectively, in a single execution of $51.00 per share F1 · price: On November 16, 2021 Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and Bessemer Venture Partners VIII, L.P. ("BVP VIII", together with BVP VIII Inst referred to collectively, the "Funds") sold 655,200 shares and 544,800 shares of Common Stock of CS Disco, Inc., respectively, in a single execution of $51.00 per share F2 · balance_after: Following the reported transactions, BVP VIII Inst and BVP VIII own 5,435,631 shares of Common Stock and 4,519,741 shares of Common Stock, respectively. F2 · ownership.nature: Following the reported transactions, BVP VIII Inst and BVP VIII own 5,435,631 shares of Common Stock and 4,519,741 shares of Common Stock, respectively. F3 · ownership.nature: The Reporting Person is a director of Deer VIII & Co. Ltd ("Deer VIII Ltd."), which is the general partner of Deer VIII & Co. L.P. ("Deer VIII LP"), which is the general partner of each of the Funds. The Reporting Person disclaims beneficial ownership of the securities held by the Funds, except to the extent of his pecuniary interest, if any, in such securities by virtue of his interest in Deer VIII Ltd. and Deer VIII LP and his indirect limited partnership interest in the Funds. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities. Read SEC document |
| November 16, 2021 Filed Nov 19, 2021 11:05 UTC |
Bessemer Venture Partners VIII L.P.10% owner
Deer VIII & Co. L.P.10% owner
Deer VIII & Co. Ltd.10% owner
|
SaleCommon Stock | 1,200,000 | $51.00 | $61,200,000.00 |
DisclosureSEC source: 0000899243-21-045342 · 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 footnote Disclosed balance after: 9,955,372 F1 · shares: On November 16, 2021, Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and Bessemer Venture Partners VIII, L.P. ("BVP VIII", together with BVP VIII Inst referred to collectively, the "Funds") sold 655,200 shares and 544,800 shares of Common Stock of CS Disco, Inc., respectively, in a single execution of $51.00 per share. F1 · price: On November 16, 2021, Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and Bessemer Venture Partners VIII, L.P. ("BVP VIII", together with BVP VIII Inst referred to collectively, the "Funds") sold 655,200 shares and 544,800 shares of Common Stock of CS Disco, Inc., respectively, in a single execution of $51.00 per share. F2 · balance_after: Following the reported transactions, BVP VIII Inst and BVP VIII own 5,435,631 shares of Common Stock and 4,519,741 shares of Common Stock, respectively. F2 · ownership.nature: Following the reported transactions, BVP VIII Inst and BVP VIII own 5,435,631 shares of Common Stock and 4,519,741 shares of Common Stock, respectively. F3 · ownership.nature: Deer VIII & Co. Ltd. ("Deer VIII Ltd.") is the general partner of Deer VIII & Co. L.P. ("Deer VIII L.P."), which is the general partner of BVP VIII Inst and BVP VIII. Deer VIII Ltd. and Deer VIII L.P. disclaim beneficial ownership of the securities held by the Funds, and this report shall not be deemed an admission that Deer VIII Ltd. and Deer VIII 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. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 19:06 UTC |
Lafair MichaelChief Financial Officer
|
Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 36,084 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · derivative · entry 8 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,388 Underlying: Common Stock · 36,084 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. F7 · derivative.exercise_date: Twenty-five percent (25%) of the shares underlying this 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 the each vesting date. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 19:06 UTC |
Lafair MichaelChief Financial Officer
|
SaleCommon Stock | 4,501 | $51.54 | $231,981.54 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 4 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,529 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 $51.50 to $51.66 inclusive. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 19:06 UTC |
Lafair MichaelChief Financial Officer
|
SaleCommon Stock | 8,063 | $50.97 | $410,971.11 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 3 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,030 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 $50.50 to $51.48 inclusive. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 19:06 UTC |
Lafair MichaelChief Financial Officer
|
SaleCommon Stock | 23,520 | $49.69 | $1,168,708.80 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 2 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,093 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 $49.50 to $50.49 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), (5) and (6). Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 19:06 UTC |
Lafair MichaelChief Financial Officer
|
Exercise / conversionCommon Stock | 36,084 | $1.50 | $54,126.00 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 1 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,613 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 |
| November 15, 2021 Filed Nov 17, 2021 19:07 UTC |
Offerdahl JamesDirector
|
SaleCommon Stock | 1,000 | $49.00 | $49,000.00 |
DisclosureSEC source: 0001209191-21-065284 · doc4.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,718 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 04, 2021 Filed Oct 6, 2021 16:25 UTC |
Offerdahl JamesDirector
|
GrantCommon Stock | 3,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059833 · doc4.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,718 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 12 equal quarterly installments measured from July 21, 2021, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| October 04, 2021 Filed Oct 6, 2021 20:26 UTC |
Blount Susan LDirector
|
GrantCommon Stock | 7,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059834 · doc4.xml · nonDerivative · entry 1 Blount Susan L · CIK 0001325581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,654 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 12 equal quarterly installments measured from July 21, 2021, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| October 04, 2021 Filed Oct 6, 2021 20:28 UTC |
Hill Scott ADirector
|
GrantCommon Stock | 7,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059837 · doc4.xml · nonDerivative · entry 1 Hill Scott A · CIK 0001397778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,384 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 12 equal quarterly installments measured from July 21, 2021, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| October 04, 2021 Filed Oct 6, 2021 20:27 UTC |
Burnette Colette PierceDirector
|
GrantCommon Stock | 7,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059835 · doc4.xml · nonDerivative · entry 1 Burnette Colette Pierce · CIK 0001870354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,340 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 12 equal quarterly installments measured from July 21, 2021, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| September 17, 2021 Filed Sep 20, 2021 16:34 UTC |
Stephens Group, LLC10% owner
SG-Disco, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 1,515,530 | $53.00 | $80,323,090.00 |
DisclosureSEC source: 0001427999-21-000002 · 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: 9,040,384 F1 · ownership.nature: The shares are held by SG-Disco, LLC ("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 |
| September 17, 2021 Filed Sep 21, 2021 20:49 UTC |
LOVP SBIC MANAGEMENT SERVICES, LLC10% owner
Venugopal Shamapant10% owner
|
SaleCommon Stock | 28,991 | $51.28 | $1,486,586.00 |
DisclosureSEC source: 0001209191-21-057186 · doc4.xml · nonDerivative · entry 5 LOVP SBIC MANAGEMENT SERVICES, LLC · CIK 0001874253 · 10% owner Venugopal Shamapant · CIK 0001874619 · 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: 172,940 F5 · ownership.nature: The securities are directly held by LiveOak I Co-Invest IV LP ("LICI IV"). LiveOak Co-Invest GP, LLC ("LICI GP") is the general partner of LICI IV. Investment and voting decisions with respect to the shares held by the LICI IV are made by Srinivasan and Shamapant, acting as the managers of the ultimate general partner of LICI IV. LICI IV, LICI GP and Shamapant disclaim beneficial ownership of the securities held by LICI IV except to the extent of their respective pecuniary interests therein, if any. Srinivasan is a director of the Issuer and files separate Section 16 reports. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 20:49 UTC |
LOVP SBIC MANAGEMENT SERVICES, LLC10% owner
Venugopal Shamapant10% owner
|
SaleCommon Stock | 128,758 | $51.28 | $6,602,388.35 |
DisclosureSEC source: 0001209191-21-057186 · doc4.xml · nonDerivative · entry 4 LOVP SBIC MANAGEMENT SERVICES, LLC · CIK 0001874253 · 10% owner Venugopal Shamapant · CIK 0001874619 · 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: 768,058 F4 · ownership.nature: The securities are directly held by LiveOak I Co-Invest II L.P. ("LICI II"). LOVP TDA GP is the general partner of LICI II. LOVPUT GP I is the general partner of LOVP TDA GP. Investment and voting decisions with respect to the shares held by the LICI II are made by Srinivasan and Shamapant, acting as the managers of LOVPUT GP I. LICI II, LOVP TDA GP, LOVPUT GP I and Shamapant disclaim beneficial ownership of the securities held by LICI II except to the extent of their respective pecuniary interests therein, if any. Srinivasan is a director of the Issuer and files separate Section 16 reports. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 20:49 UTC |
LOVP SBIC MANAGEMENT SERVICES, LLC10% owner
Venugopal Shamapant10% owner
|
SaleCommon Stock | 94,098 | $51.28 | $4,825,110.20 |
DisclosureSEC source: 0001209191-21-057186 · doc4.xml · nonDerivative · entry 3 LOVP SBIC MANAGEMENT SERVICES, LLC · CIK 0001874253 · 10% owner Venugopal Shamapant · CIK 0001874619 · 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: 561,314 F3 · ownership.nature: The securities are directly held by LiveOak I Co-Invest L.P. ("LICI"). LOVP TDA GP, LP ("LOVP TDA GP") is the general partner of LICI. LOVPUT GP I is the general partner of LOVP TDA GP. Investment and voting decisions with respect to the shares held by the LICI are made by Srinivasan and Shamapant, acting as the managers of LOVPUT GP I. LICI, LOVP TDA GP, LOVPUT GP I and Shamapant disclaim beneficial ownership of the securities held by LICI except to the extent of their respective pecuniary interests therein, if any. Srinivasan is a director of the Issuer and files separate Section 16 reports. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 20:49 UTC |
LOVP SBIC MANAGEMENT SERVICES, LLC10% owner
Venugopal Shamapant10% owner
|
SaleCommon Stock | 287,143 | $51.28 | $14,723,975.18 |
DisclosureSEC source: 0001209191-21-057186 · doc4.xml · nonDerivative · entry 2 LOVP SBIC MANAGEMENT SERVICES, LLC · CIK 0001874253 · 10% owner Venugopal Shamapant · CIK 0001874619 · 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: 1,712,857 F2 · ownership.nature: The securities are directly held by LiveOak Venture Partners I, L.P. ("LVP I"). LOVP GP I, L.P. ("LOVP GP I") is the general partner of LVP I. LOVP Upper Tier GP I, LLC ("LOVPUT GP I") is the general partner of LOVP GP I. Investment and voting decisions with respect to the shares held by the LVP I are made by Srinivasan and Shamapant, acting as the managers of LOVPUT GP I. LVP 1, LOVP GP I, LOVPUT GP I and Shamapant disclaim beneficial ownership of the securities held by LVP 1 except to the extent of their respective pecuniary interests therein, if any. Srinivasan is a director of the Issuer and files separate Section 16 reports. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 20:49 UTC |
LOVP SBIC MANAGEMENT SERVICES, LLC10% owner
Venugopal Shamapant10% owner
|
SaleCommon Stock | 819,709 | $51.28 | $42,032,628.25 |
DisclosureSEC source: 0001209191-21-057186 · doc4.xml · nonDerivative · entry 1 LOVP SBIC MANAGEMENT SERVICES, LLC · CIK 0001874253 · 10% owner Venugopal Shamapant · CIK 0001874619 · 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: 4,889,700 F1 · ownership.nature: The securities are directly held by LiveOak Venture Partners 1A, L.P. ("LVP 1A"). LOVP SBIC Management Services, L.L.C. ("SBIC GP") is the general partner of LVP 1A. Investment and voting decisions with respect to the shares held by LVP 1A are made by Krishna Srinivasan ("Srinivasan") and Venu Shamapant ("Shamapant"), acting as the managers of the general partner of LVP 1A. LVP 1A, SBIC GP and Shamapant disclaim beneficial ownership of the securities held by LVP 1A except to the extent of their respective pecuniary interests therein, if any. Srinivasan is a director of the Issuer and files separate Section 16 reports. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 16:53 UTC |
Shimek AndrewChief Revenue Officer
|
SaleCommon Stock | 40,974 | $51.28 | $2,101,044.29 |
DisclosureSEC source: 0001209191-21-057047 · doc4.xml · nonDerivative · entry 1 Shimek Andrew · CIK 0001870285 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,574 Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 16:58 UTC |
Zoellner KeithChief Technology Officer
|
SaleCommon Stock | 85,098 | $51.28 | $4,363,612.70 |
DisclosureSEC source: 0001209191-21-057051 · doc4.xml · nonDerivative · entry 1 Zoellner Keith · CIK 0001870978 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,934 Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 16:55 UTC |
Lafair MichaelChief Financial Officer
|
SaleCommon Stock | 66,724 | $51.28 | $3,421,439.91 |
DisclosureSEC source: 0001209191-21-057048 · doc4.xml · nonDerivative · entry 1 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,529 Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 16:52 UTC |
Offerdahl JamesDirector
|
SaleCommon Stock | 8,000 | $51.28 | $410,220.00 |
DisclosureSEC source: 0001209191-21-057046 · doc4.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,048 Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:25 UTC |
Srinivasan KrishnaDirector · 10% owner
|
SaleCommon Stock | 28,991 | $51.28 | $1,486,586.00 |
DisclosureSEC source: 0001209191-21-057160 · doc4.xml · nonDerivative · entry 5 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 172,940 F5 · ownership.nature: The securities are directly held by LiveOak I Co-Invest IV LP ("LICI IV"). LiveOak Co-Invest GP, LLC ("LICI GP") is the general partner of LICI IV. The Reporting Person is a manager of LICI GP and shares investment and voting power with respect to the shares held by LICI IV. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LICI IV, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:25 UTC |
Srinivasan KrishnaDirector · 10% owner
|
SaleCommon Stock | 128,758 | $51.28 | $6,602,388.35 |
DisclosureSEC source: 0001209191-21-057160 · doc4.xml · nonDerivative · entry 4 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 768,058 F4 · ownership.nature: The securities are directly held by LiveOak I Co-Invest II L.P. ("LICI II"). LOVP TDA GP is the general partner of LICI II. LOVPUT GP I is the general partner of LOVP TDA GP. The Reporting Person is a manager of LOVPUT GP I and shares investment and voting power with respect to the shares held by LICI II. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LICI II, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:25 UTC |
Srinivasan KrishnaDirector · 10% owner
|
SaleCommon Stock | 94,098 | $51.28 | $4,825,110.20 |
DisclosureSEC source: 0001209191-21-057160 · doc4.xml · nonDerivative · entry 3 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 561,314 F3 · ownership.nature: The securities are directly held by LiveOak I Co-Invest L.P. ("LICI"). LOVP TDA GP, LP ("LOVP TDA GP") is the general partner of LICI. LOVPUT GP I is the general partner of LOVP TDA GP. The Reporting Person is a manager of LOVPUT GP I and shares investment and voting power with respect to the shares held by LICI. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LICI, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:25 UTC |
Srinivasan KrishnaDirector · 10% owner
|
SaleCommon Stock | 287,143 | $51.28 | $14,723,975.18 |
DisclosureSEC source: 0001209191-21-057160 · doc4.xml · nonDerivative · entry 2 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,712,857 F2 · ownership.nature: The securities are directly held by LiveOak Venture Partners I, L.P. ("LVP I"). LOVP GP I, L.P. ("LOVP GP I") is the general partner of LVP I. LOVP Upper Tier GP I, LLC ("LOVPUT GP I") is the general partner of LOVP GP I. The Reporting Person is a manager of LOVPUT GP I and shares investment and voting power with respect to the shares held by LVP 1. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LVP I, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:25 UTC |
Srinivasan KrishnaDirector · 10% owner
|
SaleCommon Stock | 819,709 | $51.28 | $42,032,628.25 |
DisclosureSEC source: 0001209191-21-057160 · doc4.xml · nonDerivative · entry 1 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 4,889,700 F1 · ownership.nature: The securities are directly held by LiveOak Venture Partners 1A, L.P. ("LVP 1A"). LOVP SBIC Management Services, LLC ("SBIC GP") is the general partner of LVP 1A. The Reporting Person is a manager of SBIC GP and shares investment and voting power with respect to the shares held by LVP 1A. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LVP IA, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 19:16 UTC |
GOODMAN ROBERT PDirector
|
SaleCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-036866 · doc4.xml · nonDerivative · entry 1 GOODMAN ROBERT P · CIK 0001252022 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · shares: Pursuant to an underwriting agreement and in connection with the registered public offering of shares of the Issuer's Common Stock, pursuant to a final prospectus dated September 14, 2021, which offering was consummated on September 17, 2021, the Funds (as defined below) sold an aggregate of 1,870,089 shares of Common Stock. Bessemer Venture Partners VIII Institutional LP ("BVP VIII Inst") sold 1,021,070 shares of Common Stock and Bessemer Venture Partners VIII, LP ("BVP VIII", and together with BVP VIII Inst, the "Funds") sold 849,019 shares of Common Stock, each at a sale price of $51.2775. F1 · price: Pursuant to an underwriting agreement and in connection with the registered public offering of shares of the Issuer's Common Stock, pursuant to a final prospectus dated September 14, 2021, which offering was consummated on September 17, 2021, the Funds (as defined below) sold an aggregate of 1,870,089 shares of Common Stock. Bessemer Venture Partners VIII Institutional LP ("BVP VIII Inst") sold 1,021,070 shares of Common Stock and Bessemer Venture Partners VIII, LP ("BVP VIII", and together with BVP VIII Inst, the "Funds") sold 849,019 shares of Common Stock, each at a sale price of $51.2775. F2 · balance_after: Following the reported transactions, BVP VIII Inst and BVP VIII own 6,090,831 shares of Common Stock and 5,064,541 shares of Common Stock, respectively. F3 · ownership.nature: The Reporting Person is a director of Deer VIII & Co. Ltd ("Deer VIII Ltd."), which is the general partner of Deer VIII & Co. L.P. ("Deer VIII LP"), which is the general partner of the Funds. The Reporting Person disclaims beneficial ownership of the securities held by the Funds, except to the extent of his pecuniary interest, if any, in such securities by virtue of his interest in Deer VIII Ltd. and Deer VIII LP and his indirect limited partnership interest in the Funds. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 23:17 UTC |
Bessemer Venture Partners VIII L.P.10% owner
Deer VIII & Co. L.P.10% owner
Deer VIII & Co. Ltd.10% owner
|
SaleCommon Stock | 1,870,089 | $51.28 | $95,898,163.92 |
DisclosureSEC source: 0000899243-21-036867 · 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 footnote Disclosed balance after: 11,155,372 F1 · shares: Pursuant to an underwriting agreement and in connection with the registered public offering of shares of the Issuer's Common Stock, pursuant to a final prospectus dated September 14, 2021, which offering was consummated on September 17, 2021, the Funds (as defined below) sold an aggregate of 1,870,089 shares of Common Stock. Bessemer Venture Partners VIII Institutional LP ("BVP VIII Inst") sold 1,021,070 shares of Common Stock and Bessemer Venture Partners VIII, LP ("BVP VIII", and together with BVP VIII Inst, the "Funds") sold 849,019 shares of Common Stock, each at a sale price of $51.2775. F1 · price: Pursuant to an underwriting agreement and in connection with the registered public offering of shares of the Issuer's Common Stock, pursuant to a final prospectus dated September 14, 2021, which offering was consummated on September 17, 2021, the Funds (as defined below) sold an aggregate of 1,870,089 shares of Common Stock. Bessemer Venture Partners VIII Institutional LP ("BVP VIII Inst") sold 1,021,070 shares of Common Stock and Bessemer Venture Partners VIII, LP ("BVP VIII", and together with BVP VIII Inst, the "Funds") sold 849,019 shares of Common Stock, each at a sale price of $51.2775. F2 · balance_after: Following the reported transactions, BVP VIII Inst and BVP VIII own 6,090,831 shares of Common Stock and 5,064,541 shares of Common Stock, respectively. F2 · ownership.nature: Following the reported transactions, BVP VIII Inst and BVP VIII own 6,090,831 shares of Common Stock and 5,064,541 shares of Common Stock, respectively. F3 · ownership.nature: Deer VIII & Co. Ltd. ("Deer Ltd.") is the general partner of Deer VIII & Co. L.P. ("Deer L.P."), which is the general partner of BVP VIII Inst and BVP. 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. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 20:50 UTC |
Camara KiwiDirector · Chief Executive Officer
|
SaleCommon Stock | 707,069 | $51.28 | $36,256,730.65 |
DisclosureSEC source: 0001209191-21-057044 · doc4.xml · nonDerivative · entry 1 Camara Kiwi · CIK 0001870342 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,967,781 Read SEC document |
| September 14, 2021 Filed Sep 16, 2021 17:05 UTC |
Shimek AndrewChief Revenue Officer
|
Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 40,974 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001209191-21-056428 · doc4.xml · derivative · entry 4 Shimek Andrew · CIK 0001870285 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,385 Underlying: Common Stock · 40,974 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 this 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 the each vesting date. Read SEC document |
| September 14, 2021 Filed Sep 16, 2021 17:05 UTC |
Shimek AndrewChief Revenue Officer
|
Exercise / conversionCommon Stock | 40,974 | $1.50 | $61,461.00 |
DisclosureSEC source: 0001209191-21-056428 · doc4.xml · nonDerivative · entry 1 Shimek Andrew · CIK 0001870285 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,548 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 |
| September 14, 2021 Filed Sep 16, 2021 17:07 UTC |
Lafair MichaelChief Financial Officer
|
Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 66,724 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001209191-21-056429 · doc4.xml · derivative · entry 2 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,472 Underlying: Common Stock · 66,724 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 this 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 the each vesting date. Read SEC document |
| September 14, 2021 Filed Sep 16, 2021 17:07 UTC |
Lafair MichaelChief Financial Officer
|
Exercise / conversionCommon Stock | 66,724 | $1.50 | $100,086.00 |
DisclosureSEC source: 0001209191-21-056429 · doc4.xml · nonDerivative · entry 1 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,253 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.