Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CS Disco, Inc.LAW · Entity 6054 | GC & Chief Compliance 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 | 139,109 |
Reported balance
After 2026-08-17 transaction · row 1
1 source rowRow 1 · 2026-08-17 · Sale · Disposed 6,840 · Balance 139,109 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. |
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.
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 | 6,840 | $4.18 | $28,591.20 |
DisclosureSEC source: 0001625641-26-000182 · wk-form4_1787172177.xml · nonDerivative · entry 1 Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,109 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. Read SEC document |
| May 18, 2026 Filed May 19, 2026 20:09 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 6,972 | $3.61 | $25,168.92 |
DisclosureSEC source: 0001625641-26-000130 · wk-form4_1779221343.xml · nonDerivative · entry 1 Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,949 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 $3.61 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 | 5,956 | $3.24 | $19,297.44 |
DisclosureSEC source: 0001625641-26-000076 · wk-form4_1772659185.xml · nonDerivative · entry 1 Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,921 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 23:19 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 41,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-26-000028 · wk-form4_1771543168.xml · nonDerivative · entry 3 Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,877 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 23:19 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 42,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-26-000028 · wk-form4_1771543168.xml · nonDerivative · entry 2 Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,147 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 23:19 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 3,743 | $3.07 | $11,491.01 |
DisclosureSEC source: 0001625641-26-000028 · wk-form4_1771543168.xml · nonDerivative · entry 1 Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,237 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 | 11,162 | $6.59 | $73,557.58 |
DisclosureSEC source: 0001625641-25-000206 · wk-form4_1763586104.xml · nonDerivative · entry 1 Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,980 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 $6.56 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 |
| October 29, 2024 Filed Oct 31, 2024 20:06 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 89,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-24-000142 · wk-form4_1730405153.xml · nonDerivative · entry 1 Garcia Susan · CIK 0002037148 · GC & Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,142 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. One-third (33%) of the shares shall vest on November 16, 2025 and the remainder shall vest in 8 quarterly installments 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.