Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CS Disco, Inc.LAW · Entity 6054 | EVP, Chief Product Officer | May 17, 2024 | May 21, 2024 |
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 May 17, 2024 · Filed May 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 287,106 |
Reported balance
After 2024-05-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-17 · Sale · Disposed 7,833 · Balance 287,106 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 ("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: 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 range. F3: Gives effect to 3,150 shares previously sold by the Reporting Person prior to the Reporting Person becoming a Section 16 officer as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of RSUs. |
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 ("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: 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 range.
F3: Gives effect to 3,150 shares previously sold by the Reporting Person prior to the Reporting Person becoming a Section 16 officer as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of RSUs.
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 |
|---|---|---|---|---|---|---|
| May 17, 2024 Filed May 21, 2024 20:16 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 7,833 | $6.65 | $52,089.45 |
DisclosureSEC source: 0001625641-24-000080 · wk-form4_1716322574.xml · nonDerivative · entry 1 Smith Kevin Joseph · CIK 0001975002 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,106 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 ("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 $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 range. F3 · balance_after: Gives effect to 3,150 shares previously sold by the Reporting Person prior to the Reporting Person becoming a Section 16 officer as a result of a mandatory sale to cover taxes and fees due upon the release and settlement of RSUs. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:44 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 5,765 | $6.82 | $39,317.30 |
DisclosureSEC source: 0001625641-24-000045 · wk-form4_1709329435.xml · nonDerivative · entry 1 Smith Kevin Joseph · CIK 0001975002 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298,089 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. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 21:26 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 53,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-24-000037 · wk-form4_1708637179.xml · nonDerivative · entry 2 Smith Kevin Joseph · CIK 0001975002 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,854 F3 · shares: Represents restricted stock units ("RSUs") that were granted in February 2023 subject to performance-based vesting conditions pertaining to 2023 performance, the achievement of which was certified by the Compensation Committee on February 21, 2024. Of these RSUs, 4/12th of the shares will vest after two full business days have elapsed following the Issuer's release of 2023 earnings, and the remainder will vest in eight 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 |
| February 20, 2024 Filed Feb 22, 2024 21:26 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 5,098 | $7.60 | $38,744.80 |
DisclosureSEC source: 0001625641-24-000037 · wk-form4_1708637179.xml · nonDerivative · entry 1 Smith Kevin Joseph · CIK 0001975002 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,441 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 $7.58 to $7.69 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 22:06 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 57,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-24-000020 · wk-form4_1707516379.xml · nonDerivative · entry 1 Smith Kevin Joseph · CIK 0001975002 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,539 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 |
| November 17, 2023 Filed Nov 21, 2023 21:48 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 4,070 | $5.40 | $21,978.00 |
DisclosureSEC source: 0001625641-23-000122 · wk-form4_1700603289.xml · nonDerivative · entry 1 Smith Kevin Joseph · CIK 0001975002 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,608 F1 · kind: 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 $5.28 to $5.40 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 this footnote. Read SEC document |
| August 17, 2023 Filed Aug 18, 2023 21:50 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 4,118 | $8.94 | $36,814.92 |
DisclosureSEC source: 0001625641-23-000090 · wk-form4_1692395419.xml · nonDerivative · entry 1 Smith Kevin Joseph · CIK 0001975002 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,678 F1 · kind: 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 $8.73 to $8.95 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 this footnote. Read SEC document |
| May 17, 2023 Filed May 19, 2023 21:11 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 4,149 | $5.39 | $22,363.11 |
DisclosureSEC source: 0001625641-23-000060 · wf-form4_168453067149605.xml · nonDerivative · entry 1 Smith Kevin Joseph · CIK 0001975002 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,796 F1 · kind: 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 $5.38 to $5.54 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 this footnote. 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.