Over the 90-day window ending February 02, 2026, CS Disco's three dominant insider ownership positions are held by TenPercentOwner Venture Partners Viii L.P. Bessemer (8.65Mn shares), TenPercentOwner Group, Llc Stephens (7.80Mn shares), TenPercentOwner Sbic Management Services, Llc Lovp (6.38Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Venture Partners Viii L.P. Bessemer | 8,652,826 | 03 Jun, 2022 | |
| Group, Llc Stephens | 7,796,632 | 03 Jun, 2022 | |
| Sbic Management Services, Llc Lovp | 6,376,405 | 19 Sep, 2025 | |
| Kiwi Camara | Chief Executive Officer | 4,030,760 | 15 Aug, 2022 |
| Eric Friedrichsen | Chief Executive Officer | 1,153,727 | 12 Nov, 2025 |
| Michael Lafair | Evp And Chief Financial Officer | 799,314 | 02 Jan, 2026 |
| Keith Zoellner | Chief Technology Officer | 458,354 | 06 Sep, 2022 |
| Kevin Joseph Smith | Evp And Chief Product Officer | 287,106 | 21 May, 2024 |
| Aaron Joseph Barfoot | Evp And Chief Financial Officer | 246,609 | 14 Jan, 2026 |
| Richard Francis Crum | Evp And Chief Prod & Tech Officer | 229,170 | 19 Nov, 2025 |
| Scott A Hill | 223,930 | 12 Jun, 2025 | |
| James Offerdahl | 220,652 | 15 Aug, 2025 | |
| Melanie Antoon | Evp And Chief Customer Officer | 212,710 | 12 Dec, 2025 |
| Krishna Srinivasan | 172,940 | 21 Sep, 2021 | |
| Thomas F Bogan | 171,090 | 05 Nov, 2025 | |
| Kenneth Aaron Clark | 141,371 | 03 Jun, 2022 | |
| Karen Herckis | Evp And Chief Hr Officer | 140,430 | 19 Nov, 2025 |
| Andrew Shimek | Chief Revenue Officer | 126,574 | 12 Apr, 2022 |
| Susan L Blount | 94,823 | 12 Jun, 2025 | |
| Colette Pierce Burnette | 91,774 | 12 Jun, 2025 | |
| Susan Garcia | Gc & Chief Compliance Officer | 77,980 | 19 Nov, 2025 |
| Partners Growth Fund (International) Iv, Lp Georgian | 28,332 | 27 Jul, 2021 | |
| Tyson Baber | 28,332 | 27 Jul, 2021 | |
| Sean Nathaniel | Chief Operating Officer | 912 | 27 Jul, 2021 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 12 Jan, 2026 | Aaron Joseph Barfoot | Common Stock | A | 246,609 | $0.00 | 246,609 | D | A |
| 31 Dec, 2025 | Michael Lafair | Common Stock | D | 1,639 | $7.76 | 799,314 | D | F |
| 10 Dec, 2025 | Melanie Antoon | Common Stock | D | 20,000 | $8.71 | 212,710 | D | S |
| 30 Nov, 2025 | Michael Lafair | Common Stock | D | 1,639 | $7.16 | 800,953 | D | F |
| 30 Nov, 2025 | Michael Lafair | - | - | 800,953 | D | |||
| 17 Nov, 2025 | Michael Lafair | Common Stock | D | 15,214 | $6.59 | 802,592 | D | S |
| 17 Nov, 2025 | Melanie Antoon | Common Stock | D | 7,071 | $6.59 | 232,710 | D | S |
| 17 Nov, 2025 | Karen Herckis | Common Stock | D | 5,826 | $6.59 | 140,430 | D | S |
| 17 Nov, 2025 | Richard Francis Crum | - | - | 229,170 | D | |||
| 17 Nov, 2025 | Richard Francis Crum | Common Stock | D | 4,779 | $6.59 | 229,170 | D | S |
| 17 Nov, 2025 | Susan Garcia | Common Stock | D | 11,162 | $6.59 | 77,980 | D | S |
| 10 Nov, 2025 | Eric Friedrichsen | Common Stock | A | 6,660 | $6.68 | 1,153,727 | D | P |
| 10 Nov, 2025 | Eric Friedrichsen | - | - | 1,153,727 | D | |||
| 04 Nov, 2025 | Thomas F Bogan | Common Stock | A | 7,001 | $5.98 | 171,090 | D | P |
| 31 Oct, 2025 | Michael Lafair | Common Stock | D | 1,639 | $6.32 | 817,806 | D | F |
| 20 Oct, 2025 | Thomas F Bogan | Common Stock | A | 6,929 | $5.98 | 164,089 | D | P |
| 20 Oct, 2025 | Thomas F Bogan | - | - | 164,089 | D | |||
| 17 Oct, 2025 | Thomas F Bogan | Common Stock | A | 17,902 | $5.94 | 157,160 | D | P |
| 07 Oct, 2025 | Thomas F Bogan | Common Stock | A | 13,680 | $5.95 | 139,258 | D | P |
| 07 Oct, 2025 | Thomas F Bogan | - | - | 139,258 | D |