Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CS Disco, Inc.LAW · Entity 6054 | Chief Revenue Officer | April 08, 2022 | April 12, 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 April 08, 2022 · Filed April 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 126,574 |
Ending reported balance
After 2022-04-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-04-08 · Sale · Disposed 2,900 · Balance 138,674 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 $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). Row 2 · 2022-04-08 · Sale · Disposed 12,100 · Balance 126,574 F1: Shares were sold pursuant to a Rule 10b5-1 trading plan. F3: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy child's trust. | 16,892 |
Reported balance
Holding disclosure · report date 2022-04-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 16,892 |
| Common StockSEC Table I · non-derivative | IndirectBy child's trust | 16,891 |
Reported balance
Holding disclosure · report date 2022-04-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 16,891 |
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 $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).
F3: 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.
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 |
|---|---|---|---|---|---|---|
| April 08, 2022 Filed Apr 12, 2022 17:02 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 12,100 | $32.17 | $389,257.00 |
DisclosureSEC 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 | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 2,900 | $30.97 | $89,813.00 |
DisclosureSEC 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 |
| March 01, 2022 Filed Mar 3, 2022 16:41 UTC | CS Disco, Inc. LAW · Entity 6054 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,000 | $1.50 Strike: $1.50 | $37,500.00 |
DisclosureSEC 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 | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 2,689 | $38.24 | $102,827.36 |
DisclosureSEC 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 | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 11,009 | $37.47 | $412,507.23 |
DisclosureSEC 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 | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 11,302 | $36.59 | $413,540.18 |
DisclosureSEC 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 | CS Disco, Inc. LAW · Entity 6054 | Exercise / conversionCommon Stock | 25,000 | $1.50 | $37,500.00 |
DisclosureSEC 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 |
| September 17, 2021 Filed Sep 21, 2021 16:53 UTC | CS Disco, Inc. LAW · Entity 6054 | 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 14, 2021 Filed Sep 16, 2021 17:05 UTC | CS Disco, Inc. LAW · Entity 6054 | 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 | CS Disco, Inc. LAW · Entity 6054 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.