Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CS Disco, Inc.LAW · Entity 6054 | EVP, Chief Financial Officer | December 31, 2025 | January 02, 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 December 31, 2025 · Filed January 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 799,314 |
Reported balance
After 2025-12-31 transaction · row 1
1 source rowRow 1 · 2025-12-31 · Tax withholding · Disposed 1,639 · Balance 799,314 F1: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld by the Issuer to cover the tax liability upon the vesting of a time-based restricted stock award previously granted, and does not represent a discretionary sale by the reporting person.
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 |
|---|---|---|---|---|---|---|
| December 20, 2021 Filed Dec 22, 2021 16:31 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 4,800 | $36.25 | $174,000.00 |
DisclosureSEC source: 0001625641-21-000070 · wf-form4_164020868389463.xml · nonDerivative · entry 4 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,529 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 $35.81 to $36.79 inclusive. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 16:31 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 9,842 | $35.04 | $344,863.68 |
DisclosureSEC source: 0001625641-21-000070 · wf-form4_164020868389463.xml · nonDerivative · entry 3 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371,329 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 $34.76 to $35.74 inclusive. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 16:31 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 15,993 | $34.31 | $548,719.83 |
DisclosureSEC source: 0001625641-21-000070 · wf-form4_164020868389463.xml · nonDerivative · entry 2 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,171 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 $33.76 to $34.75 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 |
| December 20, 2021 Filed Dec 22, 2021 16:31 UTC | CS Disco, Inc. LAW · Entity 6054 | Exercise / conversionCommon Stock | 30,635 | $1.50 | $45,952.50 |
DisclosureSEC source: 0001625641-21-000070 · wf-form4_164020868389463.xml · nonDerivative · entry 1 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,164 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 |
| November 16, 2021 Filed Nov 17, 2021 19:06 UTC | CS Disco, Inc. LAW · Entity 6054 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 38,504 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · derivative · entry 9 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,884 Underlying: Common Stock · 38,504 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. F7 · derivative.exercise_date: Twenty-five percent (25%) of the shares underlying this option vested on December 31, 2018, 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 |
| November 16, 2021 Filed Nov 17, 2021 19:06 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 403 | $51.08 | $20,585.24 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 7 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,529 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.01 to $51.30 inclusive. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 19:06 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 8,101 | $50.51 | $409,181.51 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 6 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,932 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.00 to $50.99 inclusive. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 19:06 UTC | CS Disco, Inc. LAW · Entity 6054 | Exercise / conversionCommon Stock | 38,504 | $1.50 | $57,756.00 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 5 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,033 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 |
| November 15, 2021 Filed Nov 17, 2021 19:06 UTC | CS Disco, Inc. LAW · Entity 6054 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 36,084 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · derivative · entry 8 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,388 Underlying: Common Stock · 36,084 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. F7 · derivative.exercise_date: Twenty-five percent (25%) of the shares underlying this option vested on December 31, 2018, 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 |
| November 15, 2021 Filed Nov 17, 2021 19:06 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 4,501 | $51.54 | $231,981.54 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 4 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,529 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 $51.50 to $51.66 inclusive. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 19:06 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 8,063 | $50.97 | $410,971.11 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 3 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,030 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 $50.50 to $51.48 inclusive. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 19:06 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 23,520 | $49.69 | $1,168,708.80 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 2 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,093 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 $49.50 to $50.49 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), (4), (5) and (6). Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 19:06 UTC | CS Disco, Inc. LAW · Entity 6054 | Exercise / conversionCommon Stock | 36,084 | $1.50 | $54,126.00 |
DisclosureSEC source: 0001209191-21-065282 · doc4.xml · nonDerivative · entry 1 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,613 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 16:55 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 66,724 | $51.28 | $3,421,439.91 |
DisclosureSEC source: 0001209191-21-057048 · doc4.xml · nonDerivative · entry 1 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,529 Read SEC document |
| September 14, 2021 Filed Sep 16, 2021 17:07 UTC | CS Disco, Inc. LAW · Entity 6054 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 66,724 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001209191-21-056429 · doc4.xml · derivative · entry 2 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,472 Underlying: Common Stock · 66,724 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 December 31, 2018, 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 17:07 UTC | CS Disco, Inc. LAW · Entity 6054 | Exercise / conversionCommon Stock | 66,724 | $1.50 | $100,086.00 |
DisclosureSEC source: 0001209191-21-056429 · doc4.xml · nonDerivative · entry 1 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,253 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 |
| July 23, 2021 Filed Jul 27, 2021 19:25 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionSeries D Preferred Stock · Derivative | 36,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048357 · doc4.xml · derivative · entry 2 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 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 D 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 D 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 D 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. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 19:25 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionCommon Stock | 36,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-048357 · doc4.xml · nonDerivative · entry 1 Lafair Michael · CIK 0001870164 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,529 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 D 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. 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.