Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CS Disco, Inc.LAW · Entity 6054 | Director | June 10, 2026 | June 11, 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 June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 86,096 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 41,096 · Balance 86,096 F1: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy LiveOak Venture Partners I, L.P. | 6,324,973 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,324,973 F2: Securities are directly held by LiveOak Venture Partners I, L.P. ("LVP I"). LOVP GP I, L.P. ("LOVP GP I") is the general partner of LVP I and LOVP Upper Tier GP I, LLC ("LOVPUT GP I") is the general partner of LOVP GP I. Messrs. Krishna Srinivasan and Venu Shamapant are the managing members of LOVPUT GP I. Each of LOVPUT GP I and Mr. Shamapant disclaims beneficial ownership of these securities except to the extent of its or his respective pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy LOVP SBIC Management Services, LLC | 51,432 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 51,432 F3: Securities are directly held by SBIC GP. Messrs. Krishna Srinivasan and Venu Shamapant are the managing members of SBIC GP. Mr. Shamapant disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy LiveOak I Co-Invest L.P. | 561,314 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 561,314 F4: Securities are directly held by LiveOak I Co-Invest L.P. ("LICI"). LOVP TDA GP, LP ("LOVP TDA GP") is the general partner of LICI and LOVPUT GP I is the general partner of LOVP TDA GP. Messrs. Krishna Srinivasan and Venu Shamapant are the managing members of LOVPUT GP I. Each of LOVPUT GP I and Mr. Shamapant disclaims beneficial ownership of these securities except to the extent of its or his respective pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy LiveOak I Co-Invest II L.P. | 768,058 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 768,058 F5: Securities are directly held by LiveOak I Co-Invest II L.P. ("LICI II"). LOVP TDA GP is the general partner of LICI II and LOVPUT GP I is the general partner of LOVP TDA GP. Messrs. Krishna Srinivasan and Venu Shamapant are the managing members of LOVPUT GP I. Each of LOVPUT GP I and Mr. Shamapant disclaims beneficial ownership of these securities except to the extent of its or his respective pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy LiveOak I Co-Invest IV L.P. | 172,940 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 172,940 F6: Securities are directly held by LiveOak I Co-Invest IV LP ("LICI IV"). LiveOak Co-Invest GP, LLC ("LICI GP") is the general partner of LICI IV and Messrs. Krishna Srinivasan and Venu Shamapant are the managing members of LICI GP. Each of LICI GP and Mr. Shamapant disclaims beneficial ownership of these securities except to the extent of its or his respective pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy child | 548 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 548 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date.
F2: Securities are directly held by LiveOak Venture Partners I, L.P. ("LVP I"). LOVP GP I, L.P. ("LOVP GP I") is the general partner of LVP I and LOVP Upper Tier GP I, LLC ("LOVPUT GP I") is the general partner of LOVP GP I. Messrs. Krishna Srinivasan and Venu Shamapant are the managing members of LOVPUT GP I. Each of LOVPUT GP I and Mr. Shamapant disclaims beneficial ownership of these securities except to the extent of its or his respective pecuniary interest therein.
F3: Securities are directly held by SBIC GP. Messrs. Krishna Srinivasan and Venu Shamapant are the managing members of SBIC GP. Mr. Shamapant disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
F4: Securities are directly held by LiveOak I Co-Invest L.P. ("LICI"). LOVP TDA GP, LP ("LOVP TDA GP") is the general partner of LICI and LOVPUT GP I is the general partner of LOVP TDA GP. Messrs. Krishna Srinivasan and Venu Shamapant are the managing members of LOVPUT GP I. Each of LOVPUT GP I and Mr. Shamapant disclaims beneficial ownership of these securities except to the extent of its or his respective pecuniary interest therein.
F5: Securities are directly held by LiveOak I Co-Invest II L.P. ("LICI II"). LOVP TDA GP is the general partner of LICI II and LOVPUT GP I is the general partner of LOVP TDA GP. Messrs. Krishna Srinivasan and Venu Shamapant are the managing members of LOVPUT GP I. Each of LOVPUT GP I and Mr. Shamapant disclaims beneficial ownership of these securities except to the extent of its or his respective pecuniary interest therein.
F6: Securities are directly held by LiveOak I Co-Invest IV LP ("LICI IV"). LiveOak Co-Invest GP, LLC ("LICI GP") is the general partner of LICI IV and Messrs. Krishna Srinivasan and Venu Shamapant are the managing members of LICI GP. Each of LICI GP and Mr. Shamapant disclaims beneficial ownership of these securities except to the extent of its or his respective pecuniary interest therein.
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 10, 2026 Filed Jun 11, 2026 22:13 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 41,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-26-000146 · wk-form4_1781216022.xml · nonDerivative · entry 1 Srinivasan Krishna · CIK 0001439921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,096 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 22:22 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 40,000 | $3.25 | $130,000.00 |
DisclosureSEC source: 0001625641-26-000065 · wk-form4_1772490159.xml · nonDerivative · entry 2 Srinivasan Krishna · CIK 0001439921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.03 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 purchased at each separate price within the range. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:22 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 5,000 | $2.77 | $13,850.00 |
DisclosureSEC source: 0001625641-26-000065 · wk-form4_1772490159.xml · nonDerivative · entry 1 Srinivasan Krishna · CIK 0001439921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:25 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 28,991 | $51.28 | $1,486,586.00 |
DisclosureSEC source: 0001209191-21-057160 · doc4.xml · nonDerivative · entry 5 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 172,940 F5 · ownership.nature: The securities are directly held by LiveOak I Co-Invest IV LP ("LICI IV"). LiveOak Co-Invest GP, LLC ("LICI GP") is the general partner of LICI IV. The Reporting Person is a manager of LICI GP and shares investment and voting power with respect to the shares held by LICI IV. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LICI IV, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:25 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 128,758 | $51.28 | $6,602,388.35 |
DisclosureSEC source: 0001209191-21-057160 · doc4.xml · nonDerivative · entry 4 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 768,058 F4 · ownership.nature: The securities are directly held by LiveOak I Co-Invest II L.P. ("LICI II"). LOVP TDA GP is the general partner of LICI II. LOVPUT GP I is the general partner of LOVP TDA GP. The Reporting Person is a manager of LOVPUT GP I and shares investment and voting power with respect to the shares held by LICI II. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LICI II, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:25 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 94,098 | $51.28 | $4,825,110.20 |
DisclosureSEC source: 0001209191-21-057160 · doc4.xml · nonDerivative · entry 3 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 561,314 F3 · ownership.nature: The securities are directly held by LiveOak I Co-Invest L.P. ("LICI"). LOVP TDA GP, LP ("LOVP TDA GP") is the general partner of LICI. LOVPUT GP I is the general partner of LOVP TDA GP. The Reporting Person is a manager of LOVPUT GP I and shares investment and voting power with respect to the shares held by LICI. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LICI, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:25 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 287,143 | $51.28 | $14,723,975.18 |
DisclosureSEC source: 0001209191-21-057160 · doc4.xml · nonDerivative · entry 2 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,712,857 F2 · ownership.nature: The securities are directly held by LiveOak Venture Partners I, L.P. ("LVP I"). LOVP GP I, L.P. ("LOVP GP I") is the general partner of LVP I. LOVP Upper Tier GP I, LLC ("LOVPUT GP I") is the general partner of LOVP GP I. The Reporting Person is a manager of LOVPUT GP I and shares investment and voting power with respect to the shares held by LVP 1. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LVP I, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:25 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 819,709 | $51.28 | $42,032,628.25 |
DisclosureSEC source: 0001209191-21-057160 · doc4.xml · nonDerivative · entry 1 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 4,889,700 F1 · ownership.nature: The securities are directly held by LiveOak Venture Partners 1A, L.P. ("LVP 1A"). LOVP SBIC Management Services, LLC ("SBIC GP") is the general partner of LVP 1A. The Reporting Person is a manager of SBIC GP and shares investment and voting power with respect to the shares held by LVP 1A. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LVP IA, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionSeries F Preferred Stock · Derivative | 201,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · derivative · entry 15 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 201,931 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: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F6 · ownership.nature: The securities are directly held by LiveOak I Co-Invest IV LP ("LICI IV"). LiveOak Co-Invest GP, LLC ("LICI GP") is the general partner of LICI IV. The Reporting Person is a manager of LICI GP and shares investment and voting power with respect to the shares held by LICI IV. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LICI IV, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionSeries E Preferred Stock · Derivative | 896,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · derivative · entry 14 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 896,816 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: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F5 · ownership.nature: The securities are directly held by LiveOak I Co-Invest II L.P. ("LICI II"). LOVP TDA GP is the general partner of LICI II. LOVPUT GP I is the general partner of LOVP TDA GP. The Reporting Person is a manager of LOVPUT GP I and shares investment and voting power with respect to the shares held by LICI II. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LICI II, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionSeries D Preferred Stock · Derivative | 655,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · derivative · entry 13 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 655,412 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: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F4 · ownership.nature: The securities are directly held by LiveOak I Co-Invest L.P. ("LICI"). LOVP TDA GP, LP ("LOVP TDA GP") is the general partner of LICI. LOVPUT GP I is the general partner of LOVP TDA GP. The Reporting Person is a manager of LOVPUT GP I and shares investment and voting power with respect to the shares held by LICI. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LICI, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionSeries D Preferred Stock · Derivative | 503,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · derivative · entry 12 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 503,144 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: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The securities are directly held by LiveOak Venture Partners 1A, L.P. ("LVP 1A"). LOVP SBIC Management Services, LLC ("SBIC GP") is the general partner of LVP 1A. The Reporting Person is a manager of SBIC GP and shares investment and voting power with respect to the shares held by LVP 1A. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LVP IA, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionSeries C Preferred Stock · Derivative | 1,132,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · derivative · entry 11 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 1,132,334 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: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The securities are directly held by LiveOak Venture Partners 1A, L.P. ("LVP 1A"). LOVP SBIC Management Services, LLC ("SBIC GP") is the general partner of LVP 1A. The Reporting Person is a manager of SBIC GP and shares investment and voting power with respect to the shares held by LVP 1A. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LVP IA, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionSeries B Preferred Stock · Derivative | 1,121,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · derivative · entry 10 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 1,121,212 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: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The securities are directly held by LiveOak Venture Partners 1A, L.P. ("LVP 1A"). LOVP SBIC Management Services, LLC ("SBIC GP") is the general partner of LVP 1A. The Reporting Person is a manager of SBIC GP and shares investment and voting power with respect to the shares held by LVP 1A. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LVP IA, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionSeries A Preferred Stock · Derivative | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · derivative · entry 9 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 2,000,000 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: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F3 · ownership.nature: The securities are directly held by LiveOak Venture Partners I, L.P. ("LVP I"). LOVP GP I, L.P. ("LOVP GP I") is the general partner of LVP I. LOVP Upper Tier GP I, LLC ("LOVPUT GP I") is the general partner of LOVP GP I. The Reporting Person is a manager of LOVPUT GP I and shares investment and voting power with respect to the shares held by LVP 1. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LVP I, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionSeries A Preferred Stock · Derivative | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · derivative · entry 8 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 2,000,000 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: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The securities are directly held by LiveOak Venture Partners 1A, L.P. ("LVP 1A"). LOVP SBIC Management Services, LLC ("SBIC GP") is the general partner of LVP 1A. The Reporting Person is a manager of SBIC GP and shares investment and voting power with respect to the shares held by LVP 1A. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LVP IA, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 548 | $32.00 | $17,536.00 |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · nonDerivative · entry 7 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By child Disclosed balance after: 548 Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 750 | $32.00 | $24,000.00 |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · nonDerivative · entry 6 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By child Disclosed balance after: 700 Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionCommon Stock | 201,931 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · nonDerivative · entry 5 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 201,931 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: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F6 · ownership.nature: The securities are directly held by LiveOak I Co-Invest IV LP ("LICI IV"). LiveOak Co-Invest GP, LLC ("LICI GP") is the general partner of LICI IV. The Reporting Person is a manager of LICI GP and shares investment and voting power with respect to the shares held by LICI IV. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LICI IV, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionCommon Stock | 896,816 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · nonDerivative · entry 4 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 896,816 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: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F5 · ownership.nature: The securities are directly held by LiveOak I Co-Invest II L.P. ("LICI II"). LOVP TDA GP is the general partner of LICI II. LOVPUT GP I is the general partner of LOVP TDA GP. The Reporting Person is a manager of LOVPUT GP I and shares investment and voting power with respect to the shares held by LICI II. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LICI II, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionCommon Stock | 655,412 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · nonDerivative · entry 3 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 655,412 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: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F4 · ownership.nature: The securities are directly held by LiveOak I Co-Invest L.P. ("LICI"). LOVP TDA GP, LP ("LOVP TDA GP") is the general partner of LICI. LOVPUT GP I is the general partner of LOVP TDA GP. The Reporting Person is a manager of LOVPUT GP I and shares investment and voting power with respect to the shares held by LICI. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LICI, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionCommon Stock | 2,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · nonDerivative · entry 2 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,000,000 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: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F3 · ownership.nature: The securities are directly held by LiveOak Venture Partners I, L.P. ("LVP I"). LOVP GP I, L.P. ("LOVP GP I") is the general partner of LVP I. LOVP Upper Tier GP I, LLC ("LOVPUT GP I") is the general partner of LOVP GP I. The Reporting Person is a manager of LOVPUT GP I and shares investment and voting power with respect to the shares held by LVP 1. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LVP I, except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 23:31 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionCommon Stock | 4,756,690 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-048362 · doc4.xml · nonDerivative · entry 1 Srinivasan Krishna · CIK 0001439921 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 5,709,409 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: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The securities are directly held by LiveOak Venture Partners 1A, L.P. ("LVP 1A"). LOVP SBIC Management Services, LLC ("SBIC GP") is the general partner of LVP 1A. The Reporting Person is a manager of SBIC GP and shares investment and voting power with respect to the shares held by LVP 1A. The Reporting Person disclaims Section 16 beneficial ownership of the securities held by LVP IA, except to the extent of his pecuniary interest therein, if any. 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.