CS Disco's top three insider shareholders as of May 23, 2026 are Venture Partners Viii L.P. Bessemer (TenPercentOwner, 9.96Mn shares), Venture Partners Viii L.P. Bessemer (TenPercentOwner, 9.30Mn shares), Venture Partners Viii L.P. Bessemer (TenPercentOwner, 8.65Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Thomas F Bogan | - | 171,090 | 0 | 05 Nov, 2025 |
| Susan L Blount | - | 94,823 | 0 | 12 Jun, 2025 |
| Scott A Hill | Chief Executive Officer | 223,230 | 0 | 12 Jun, 2025 |
| Group, Llc Stephens | - | 0 | 7,796,632 | 03 Jun, 2022 |
| Krishna Srinivasan | - | 0 | 173,488 | 21 Sep, 2021 |
| Venture Partners Viii L.P. Bessemer | - | 0 | 9,955,372 | 18 Nov, 2021 |
| Kenneth Aaron Clark | - | 141,371 | 0 | 03 Jun, 2022 |
| Toby J. Williams | - | 67,720 | 0 | 24 Apr, 2026 |
| Partners Growth Fund (International) Iv, Lp Georgian | - | 0 | 28,332 | 27 Jul, 2021 |
| Michael Lafair | Evp, Chief Financial Officer | 799,314 | 0 | 02 Jan, 2026 |
| Sean Nathaniel | Chief Operating Officer | 912 | 0 | 27 Jul, 2021 |
| Andrew Shimek | Chief Revenue Officer | 126,574 | 0 | 12 Apr, 2022 |
| Kiwi Camara | Chief Executive Officer | 4,030,760 | 0 | 15 Aug, 2022 |
| Colette Pierce Burnette | - | 91,774 | 0 | 12 Jun, 2025 |
| Tyson Baber | - | 0 | 28,332 | 27 Jul, 2021 |
| Keith Zoellner | Chief Technology Officer | 458,354 | 0 | 06 Sep, 2022 |
| Sbic Management Services, Llc Lovp | - | 51,432 | 6,324,973 | 19 Sep, 2025 |
| Kevin Joseph Smith | Evp, Chief Product Officer | 287,106 | 0 | 21 May, 2024 |
| Melanie Antoon | Evp, Chief Customer Officer | 284,611 | 0 | 04 Mar, 2026 |
| Karen Herckis | Evp, Chief Hr Officer | 197,873 | 0 | 04 Mar, 2026 |
| Eric Friedrichsen | Chief Executive Officer | 1,508,172 | 0 | 02 Mar, 2026 |
| Richard Francis Crum | Evp, Chief Prod Tech Officer | 349,101 | 0 | 04 Mar, 2026 |
| Susan Garcia | Gc Chief Compliance Officer | 152,921 | 0 | 04 Mar, 2026 |
| Aaron Joseph Barfoot | Evp, Chief Financial Officer | 246,609 | 0 | 14 Jan, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 22 Apr, 2026 | Toby J. Williams | Common Stock | A | 67,720 | $0.00 | 67,720 | D | A |
| 02 Mar, 2026 | Susan Garcia | Common Stock | D | 5,956 | $3.24 | 152,921 | D | S |
| 02 Mar, 2026 | Richard Francis Crum | Common Stock | D | 6,262 | $3.24 | 349,101 | D | S |
| 02 Mar, 2026 | Scott A Hill | Common Stock | A | 41,082 | $3.31 | 41,082 | I | P |
| 02 Mar, 2026 | Karen Herckis | Common Stock | D | 3,978 | $3.24 | 197,873 | D | S |
| 02 Mar, 2026 | Melanie Antoon | Common Stock | D | 4,882 | $3.24 | 284,611 | D | S |
| 02 Mar, 2026 | Richard Francis Crum | Common Stock | D | 6,262 | $3.24 | 349,101 | D | S |
| 02 Mar, 2026 | Susan Garcia | Common Stock | D | 5,956 | $3.24 | 152,921 | D | S |
| 02 Mar, 2026 | Karen Herckis | Common Stock | D | 3,978 | $3.24 | 197,873 | D | S |
| 02 Mar, 2026 | Karen Herckis | Common Stock | D | 3,978 | $3.24 | 197,873 | D | S |
| 02 Mar, 2026 | Susan Garcia | Common Stock | D | 5,956 | $3.24 | 152,921 | D | S |
| 02 Mar, 2026 | Richard Francis Crum | Common Stock | D | 6,262 | $3.24 | 349,101 | D | S |
| 03 Mar, 2026 | Scott A Hill | Common Stock | A | 8,918 | $3.73 | 50,000 | I | P |
| 27 Feb, 2026 | Eric Friedrichsen | Common Stock | A | 15,500 | $2.90 | 1,508,172 | D | P |
| 27 Feb, 2026 | Eric Friedrichsen | Common Stock | A | 15,500 | $2.90 | 1,508,172 | D | P |
| 26 Feb, 2026 | Krishna Srinivasan | Common Stock | A | 5,000 | $2.77 | 5,000 | D | P |
| 26 Feb, 2026 | Krishna Srinivasan | Common Stock | A | 5,000 | $2.77 | 5,000 | D | P |
| 26 Feb, 2026 | Krishna Srinivasan | Common Stock | A | 5,000 | $2.77 | 5,000 | D | P |
| 27 Feb, 2026 | Eric Friedrichsen | Common Stock | A | 15,500 | $2.90 | 1,508,172 | D | P |
| 27 Feb, 2026 | Krishna Srinivasan | Common Stock | A | 40,000 | $3.25 | 45,000 | D | P |