Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CS Disco, Inc.LAW · Entity 6054 | Director | June 02, 2022 | June 03, 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 June 02, 2022 · Filed June 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 141,371 |
Reported balance
After 2022-06-02 transaction · row 1
1 source rowRow 1 · 2022-06-02 · Other · Acquired 141,371 · Balance 141,371 F1: The shares acquired represent shares distributed by SG-Disco, LLC to the reporting person. F2: Reflects the closing price on the date of distribution. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares acquired represent shares distributed by SG-Disco, LLC to the reporting person.
F2: Reflects the closing price on the date of distribution.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BEAR STATE FINANCIAL, INC.
Report date April 20, 2018 · Filed April 20, 2018
Section 16 reporting ended · disclosed 2018-04-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-04-20 transaction · row 1
1 source rowRow 1 · 2018-04-20 · Other · Disposed 1,772 · Balance 0 F1: Pursuant to the Agreement and Plan of Reorganization (the "merger agreement"), dated as of August 22, 2017, by and among Bear State Financial, Inc. (Bear State), Bear State Bank, Arvest Bank and Arvest Acquisition Sub, Inc., shares of Bear State common stock were converted into the right to receive $10.28 cash per share, without interest. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-04-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-04-20 · Other · Disposed 856 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of Company common stock. F3: Pursuant to the terms of the merger agreement, at the effective time of the merger, this restricted stock unit award was cancelled and converted into the right to receive a cash payment equal to $10.28 per unit. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Reorganization (the "merger agreement"), dated as of August 22, 2017, by and among Bear State Financial, Inc. (Bear State), Bear State Bank, Arvest Bank and Arvest Acquisition Sub, Inc., shares of Bear State common stock were converted into the right to receive $10.28 cash per share, without interest.
F2: Each restricted stock unit represents a contingent right to receive one share of Company common stock.
F3: Pursuant to the terms of the merger agreement, at the effective time of the merger, this restricted stock unit award was cancelled and converted into the right to receive a cash payment equal to $10.28 per unit.
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 |
|---|---|---|---|---|---|---|
| June 02, 2022 Filed Jun 3, 2022 17:23 UTC | CS Disco, Inc. LAW · Entity 6054 | OtherCommon Stock | 141,371 | $23.20 | $3,279,807.20 |
DisclosureSEC 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 |
| April 20, 2018 Filed Apr 20, 2018 17:05 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | OtherRestricted Stock Units · Derivative | 856 | $10.28 | $8,799.68 |
DisclosureSEC source: 0001437749-18-007365 · rdgdoc.xml · derivative · entry 2 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 856 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Company common stock. F3 · derivative.exercise_date: Pursuant to the terms of the merger agreement, at the effective time of the merger, this restricted stock unit award was cancelled and converted into the right to receive a cash payment equal to $10.28 per unit. F3 · derivative.expiration_date: Pursuant to the terms of the merger agreement, at the effective time of the merger, this restricted stock unit award was cancelled and converted into the right to receive a cash payment equal to $10.28 per unit. Read SEC document |
| April 20, 2018 Filed Apr 20, 2018 17:05 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | OtherCommon Stock | 1,772 | $10.28 | $18,216.16 |
DisclosureSEC source: 0001437749-18-007365 · rdgdoc.xml · nonDerivative · entry 1 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Reorganization (the "merger agreement"), dated as of August 22, 2017, by and among Bear State Financial, Inc. (Bear State), Bear State Bank, Arvest Bank and Arvest Acquisition Sub, Inc., shares of Bear State common stock were converted into the right to receive $10.28 cash per share, without interest. Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 11:23 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Exercise / conversionRestricted Stock Units · Derivative | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0001340317-18-000003 · primary_doc.xml · derivative · entry 3 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 856 Underlying: Common Stock · 367 shares Expires not disclosed 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_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On January 26, 2016, the reporting person was granted 1,100 restricted stock units, vesting in three equal annual installments on the first, second and third anniversaries of the grant date. F2 · derivative.expiration_date: On January 26, 2016, the reporting person was granted 1,100 restricted stock units, vesting in three equal annual installments on the first, second and third anniversaries of the grant date. Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 11:23 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Tax withholdingCommon Stock | 106 | $10.30 | $1,091.80 |
DisclosureSEC source: 0001340317-18-000003 · primary_doc.xml · nonDerivative · entry 2 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,772 Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 11:23 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Exercise / conversionCommon Stock | 367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001340317-18-000003 · primary_doc.xml · nonDerivative · entry 1 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,878 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 21, 2018 Filed Jan 23, 2018 15:04 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Exercise / conversionRestricted Stock Units · Derivative | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0001245105-18-000011 · primary_doc.xml · derivative · entry 3 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,223 Underlying: Common Stock · 367 shares Expires not disclosed 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_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On January 21, 2015, the reporting person was granted 1,100 restricted stock units, vesting in three equal annual installments on the first, second and third anniversaries of the grant date. F2 · derivative.expiration_date: On January 21, 2015, the reporting person was granted 1,100 restricted stock units, vesting in three equal annual installments on the first, second and third anniversaries of the grant date. Read SEC document |
| January 21, 2018 Filed Jan 23, 2018 15:04 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Tax withholdingCommon Stock | 106 | $10.28 | $1,089.68 |
DisclosureSEC source: 0001245105-18-000011 · primary_doc.xml · nonDerivative · entry 2 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,511 Read SEC document |
| January 21, 2018 Filed Jan 23, 2018 15:04 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Exercise / conversionCommon Stock | 367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001245105-18-000011 · primary_doc.xml · nonDerivative · entry 1 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,617 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 15:17 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Exercise / conversionRestricted Stock Units · Derivative | 733 | $0.00 | $0.00 |
DisclosureSEC source: 0001340317-17-000022 · primary_doc.xml · derivative · entry 3 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,590 Underlying: Common Stock · 733 shares Expires not disclosed 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_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On June 16, 2014, the reporting person was granted 1,100 restricted stock units (subsequently adjusted to 1,222 restricted stock units following the Company's 1-for-9 stock dividend in December 2014), vesting 60% on the third anniversary of the grant date, with the remainder vesting in two equal installments on the fourth and fifth anniversaries of the grant date. In a prior filing, the reporting person inadvertently reported an incorrect grant date of June 13, 2014 for this award, instead of the actual grant date of June 16, 2014. F2 · derivative.expiration_date: On June 16, 2014, the reporting person was granted 1,100 restricted stock units (subsequently adjusted to 1,222 restricted stock units following the Company's 1-for-9 stock dividend in December 2014), vesting 60% on the third anniversary of the grant date, with the remainder vesting in two equal installments on the fourth and fifth anniversaries of the grant date. In a prior filing, the reporting person inadvertently reported an incorrect grant date of June 13, 2014 for this award, instead of the actual grant date of June 16, 2014. Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 15:17 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Tax withholdingCommon Stock | 233 | $9.39 | $2,187.87 |
DisclosureSEC source: 0001340317-17-000022 · primary_doc.xml · nonDerivative · entry 2 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 15:17 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Exercise / conversionCommon Stock | 733 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001340317-17-000022 · primary_doc.xml · nonDerivative · entry 1 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,483 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 15:46 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Exercise / conversionRestricted Stock Units · Derivative | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001245105-17-000021 · primary_doc.xml · derivative · entry 3 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,323 Underlying: Common Stock · 366 shares Expires not disclosed 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_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On January 26, 2016, the reporting person was granted 1,100 restricted stock units, vesting in three equal annual installments on the first, second and third anniversaries of the grant date. F2 · derivative.expiration_date: On January 26, 2016, the reporting person was granted 1,100 restricted stock units, vesting in three equal annual installments on the first, second and third anniversaries of the grant date. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 15:46 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Tax withholdingCommon Stock | 116 | $10.13 | $1,175.08 |
DisclosureSEC source: 0001245105-17-000021 · primary_doc.xml · nonDerivative · entry 2 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 15:46 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Exercise / conversionCommon Stock | 366 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001245105-17-000021 · primary_doc.xml · nonDerivative · entry 1 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 866 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 21, 2017 Filed Jan 24, 2017 17:49 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Exercise / conversionRestricted Stock Units · Derivative | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0001245105-17-000008 · primary_doc.xml · derivative · entry 3 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,689 Underlying: Common Stock · 367 shares Expires not disclosed 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_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On January 21, 2015, the reporting person was granted 1,100 restricted stock units, vesting in three equal annual installments on the first, second and third anniversaries of the grant date. F2 · derivative.expiration_date: On January 21, 2015, the reporting person was granted 1,100 restricted stock units, vesting in three equal annual installments on the first, second and third anniversaries of the grant date. Read SEC document |
| January 21, 2017 Filed Jan 24, 2017 17:49 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Tax withholdingCommon Stock | 117 | $10.25 | $1,199.25 |
DisclosureSEC source: 0001245105-17-000008 · primary_doc.xml · nonDerivative · entry 2 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| January 21, 2017 Filed Jan 24, 2017 17:49 UTC | BEAR STATE FINANCIAL, INC. BSF · Entity 167412 | Exercise / conversionCommon Stock | 367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001245105-17-000008 · primary_doc.xml · nonDerivative · entry 1 Clark Kenneth Aaron · CIK 0001519987 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617 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 · price: Restricted stock units convert into common stock on a one-for-one basis. 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.