Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CS Disco, Inc.LAW · Entity 6054 | EVP, Chief HR Officer | August 17, 2026 | August 19, 2026 |
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 August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 181,824 |
Reported balance
After 2026-08-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-17 · Sale · Disposed 8,487 · Balance 181,824 F1: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.18 to $4.25. 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 range. F3: Includes 1,000 shares acquired pursuant to the 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of February 1, 2026 to July 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on July 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.18 to $4.25. 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 range.
F3: Includes 1,000 shares acquired pursuant to the 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of February 1, 2026 to July 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on July 31, 2026.
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 |
|---|---|---|---|---|---|---|
| August 17, 2026 Filed Aug 19, 2026 20:43 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 8,487 | $4.18 | $35,475.66 |
DisclosureSEC source: 0001625641-26-000184 · wk-form4_1787172231.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,824 F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.18 to $4.25. 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 range. F3 · balance_after: Includes 1,000 shares acquired pursuant to the 2021 Employee Stock Purchase Plan ("ESPP"), for the purchase period of February 1, 2026 to July 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on July 31, 2026. Read SEC document |
| May 18, 2026 Filed May 19, 2026 20:08 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 8,562 | $3.61 | $30,908.82 |
DisclosureSEC source: 0001625641-26-000128 · wk-form4_1779221293.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,311 F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.60 to $3.62. 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 range. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:19 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 3,978 | $3.24 | $12,888.72 |
DisclosureSEC source: 0001625641-26-000072 · wk-form4_1772659139.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,873 F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.10 to $3.37. 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 range. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 23:18 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 27,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-26-000026 · wk-form4_1771543114.xml · nonDerivative · entry 3 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,851 F4 · shares: Represents RSUs that were granted in February 2025 subject to performance-based vesting conditions pertaining to 2025 performance, the achievement of which was certified by the Compensation Committee on February 18, 2026. Of these RSUs, 1/4th of the shares will vest after two full business days have elapsed following the Issuer's release of 2025 earnings, and the remainder will vest in twelve equal quarterly installments with the first vest date occurring on May 16, 2026, and shall continue to vest on each quarterly date thereafter, subject to the reporting person's continuous service to the Issuer through each vesting date. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 23:18 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 41,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-26-000026 · wk-form4_1771543114.xml · nonDerivative · entry 2 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,985 F3 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in 16 equal quarterly installments with the first vest date occurring on May 16, 2026, and shall continue to vest on each quarterly date thereafter, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 23:18 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 8,171 | $3.07 | $25,084.97 |
DisclosureSEC source: 0001625641-26-000026 · wk-form4_1771543114.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,259 F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.04 to $3.08. 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 range. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 21:01 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 5,826 | $6.59 | $38,393.34 |
DisclosureSEC source: 0001625641-25-000205 · wk-form4_1763586084.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,430 F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.55 to $6.59. 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 range. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 21:08 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 5,677 | $4.82 | $27,363.14 |
DisclosureSEC source: 0001625641-25-000141 · wk-form4_1755724134.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,256 F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.82 to $4.86. 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 range. Read SEC document |
| May 19, 2025 Filed May 21, 2025 21:01 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 5,875 | $3.93 | $23,088.75 |
DisclosureSEC source: 0001625641-25-000090 · wk-form4_1747861264.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,933 F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.93 to $3.95. 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 range. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:33 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 3,832 | $5.11 | $19,581.52 |
DisclosureSEC source: 0001625641-25-000034 · wk-form4_1740778429.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,808 F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 01:05 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 4,424 | $5.19 | $22,960.56 |
DisclosureSEC source: 0001625641-25-000014 · wk-form4_1740013497.xml · nonDerivative · entry 3 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,640 F3 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.19 to $5.20. 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 range. Read SEC document |
| February 16, 2025 Filed Feb 20, 2025 01:05 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 20,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-25-000014 · wk-form4_1740013497.xml · nonDerivative · entry 2 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,064 F2 · shares: Represents RSUs that were granted in February 2024 subject to performance-based vesting conditions pertaining to 2024 performance, the achievement of which was certified by the Compensation Committee on February 16, 2025. Of these RSUs, 4/12th of the shares will vest after two full business days have elapsed following the Issuer's release of 2024 earnings, and the remainder will vest in eight equal quarterly installments with the first vest date occurring on May 16, 2025, and shall continue to vest on each quarterly date thereafter, subject to the reporting person's continuous service to the Issuer through each vesting date. Read SEC document |
| February 16, 2025 Filed Feb 20, 2025 01:05 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 42,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-25-000014 · wk-form4_1740013497.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,927 F1 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in 16 equal quarterly installments with the first vest date occurring on May 16, 2025, and shall continue to vest on each quarterly date thereafter, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 21:03 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 3,615 | $5.40 | $19,521.00 |
DisclosureSEC source: 0001625641-24-000161 · wk-form4_1732136617.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,705 F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.40 to $5.43 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 range. Read SEC document |
| August 19, 2024 Filed Aug 21, 2024 20:03 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 4,106 | $4.74 | $19,462.44 |
DisclosureSEC source: 0001625641-24-000131 · wk-form4_1724270623.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,320 F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.71 to $4.93 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 range. Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:18 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 3,807 | $6.65 | $25,316.55 |
DisclosureSEC source: 0001625641-24-000083 · wk-form4_1716322708.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,426 F1 · shares: Represents the aggregate number of shares sold by the Reporting Person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of restricted stock units. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.65 to $6.70 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. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:24 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 3,226 | $7.61 | $24,549.86 |
DisclosureSEC source: 0001625641-24-000035 · wk-form4_1708637028.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,233 F1 · shares: Represents the aggregate number of shares sold by the reporting person as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of RSUs. The reporting person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes and fees. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.60 to $7.73 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 range. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 21:56 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 41,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-24-000018 · wk-form4_1707515779.xml · nonDerivative · entry 1 Herckis Karen · CIK 0002008581 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,459 F1 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in 12 equal quarterly installments with the first vest date occurring on May 16, 2024, and shall continue to vest on each quarterly date thereafter, subject to the Reporting Person's continuous 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.