Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CS Disco, Inc.LAW · Entity 6054 | Chief Technology Officer | September 01, 2022 | September 06, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CS Disco, Inc.
Report date September 01, 2022 · Filed September 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 458,354 |
Reported balance
After 2022-09-01 transaction · row 1
1 source rowRow 1 · 2022-09-01 · Sale · Disposed 5,000 · Balance 458,354 F1: Shares were sold pursuant to a Rule 10b5-1 trading plan. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.84 to $13.57 inclusive. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were sold pursuant to a Rule 10b5-1 trading plan.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.84 to $13.57 inclusive.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2022 Filed Sep 6, 2022 16:27 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 5,000 | $13.16 | $65,800.00 |
DisclosureSEC source: 0001625641-22-000109 · wf-form4_166249603819903.xml · nonDerivative · entry 1 Zoellner Keith · CIK 0001870978 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,354 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 $12.84 to $13.57 inclusive. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 16:13 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 300 | $24.58 | $7,374.00 |
DisclosureSEC 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 | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 763 | $23.67 | $18,060.21 |
DisclosureSEC 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 | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 1,473 | $22.71 | $33,451.83 |
DisclosureSEC 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 | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 2,464 | $21.97 | $54,134.08 |
DisclosureSEC 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 |
| February 28, 2022 Filed Mar 2, 2022 16:30 UTC | CS Disco, Inc. LAW · Entity 6054 | Tax withholdingCommon Stock | 3,162 | $37.78 | $119,460.36 |
DisclosureSEC 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 |
| December 13, 2021 Filed Dec 15, 2021 16:44 UTC | CS Disco, Inc. LAW · Entity 6054 | 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 | CS Disco, Inc. LAW · Entity 6054 | 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 | CS Disco, Inc. LAW · Entity 6054 | 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 |
| September 17, 2021 Filed Sep 21, 2021 16:58 UTC | CS Disco, Inc. LAW · Entity 6054 | 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 |
| August 31, 2021 Filed Sep 2, 2021 19:16 UTC | CS Disco, Inc. LAW · Entity 6054 | Tax withholdingCommon Stock | 3,659 | $51.75 | $189,353.25 |
DisclosureSEC source: 0001209191-21-054572 · doc4.xml · nonDerivative · entry 1 Zoellner Keith · CIK 0001870978 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 616,032 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.