Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CS Disco, Inc.LAW · Entity 6054 | Director | July 21, 2026 | July 23, 2026 |
| Q2 Holdings, Inc.QTWO · Entity 4051 | Director | June 10, 2026 | June 12, 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 July 21, 2026 · Filed July 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,442 |
Reported balance
After 2026-07-21 transaction · row 1
1 source rowRow 1 · 2026-07-21 · Grant · Acquired 74,442 · Balance 74,442 F1: 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 measured from July 21, 2026, subject to the Reporting Person's continuous service to the Issuer through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 measured from July 21, 2026, subject to the Reporting Person's continuous service to the Issuer through each vesting date.
Q2 Holdings, Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,676 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 4,741 · Balance 7,676 F1: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 3, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 3, 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 |
|---|---|---|---|---|---|---|
| July 21, 2026 Filed Jul 23, 2026 21:38 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 74,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-26-000156 · wk-form4_1784842681.xml · nonDerivative · entry 1 Mintz Andre L · CIK 0002058673 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,442 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 measured from July 21, 2026, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 20:16 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 4,741 | $0.00 | $0.00 |
DisclosureSEC source: 0002058673-26-000002 · wk-form4_1781295379.xml · nonDerivative · entry 1 Mintz Andre L · CIK 0002058673 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,676 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 3, 2026. Read SEC document |
| June 03, 2025 Filed Jun 4, 2025 20:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 2,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000113 · wk-form4_1749069281.xml · nonDerivative · entry 1 Mintz Andre L · CIK 0002058673 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,935 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 9, 2025. Read SEC document |
| March 01, 2025 Filed Mar 3, 2025 21:19 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 598 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000023 · wk-form4_1741036786.xml · nonDerivative · entry 1 Mintz Andre L · CIK 0002058673 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 598 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest 100% on the earlier to occur of the 2025 Annual Stockholders Meeting date or June 9, 2025 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.