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Thomas Bogan

Director at CS Disco
Board

About Thomas Bogan

Independent director at CS Disco, Inc. (ticker: LAW). Appointed March 13, 2025 to fill a Class I vacancy; standing for election at the June 10, 2025 annual meeting with a term through 2028 if elected . Age 73. Former Vice Chair at Workday (Corporate Development; previously Strategic Sourcing; earlier EVP, Planning BU), and former CEO of Adaptive Insights prior to its acquisition by Workday; B.S. in Accounting from Stonehill College . The Board has affirmatively determined he is independent under NYSE rules .

Past Roles

OrganizationRoleTenureCommittees/Impact
Workday, Inc.Vice Chair, Corporate DevelopmentFeb 2021–Jan 2022 (retired Jan 2022)Senior corporate development leadership at enterprise SaaS leader
Workday, Inc.Vice Chair, Strategic Sourcing businessFeb 2020–Feb 2021Oversaw strategic sourcing business unit
Workday, Inc.EVP, Planning Business UnitAug 2018–Jan 2020Led planning business following Adaptive Insights acquisition
Adaptive InsightsChief Executive Officer and DirectorJan 2015–Aug 2018 (acquired by Workday Aug 2018)Scaled planning SaaS platform to acquisition

External Roles

CompanyRoleTenureNotes
Workday, Inc.DirectorFeb 2022–presentPublic company directorship
Aspen Technology, Inc.DirectorMay 2022–Mar 2025Service ended at acquisition of AspenTech in March 2025

Board Governance

  • Class/tenure: Class I; appointed March 13, 2025; up for election at the 2025 annual meeting; if elected, term runs to the 2028 annual meeting .
  • Independence: Determined independent by the Board; majority of LAW’s board is independent .
  • Committee assignments: As of the 2025 proxy, not listed on Audit, Compensation, or Nominating & Governance committees .
  • Attendance: In 2024, the Board met 9x; Audit 8x; Compensation 5x; Nominating & Governance 4x; all then‑serving directors met ≥75% attendance. Bogan joined in 2025; no 2024 attendance applies .
  • Leadership/risk oversight: Independent Chair (Scott Hill). Risk oversight split across full Board and committees (Audit: financial/cyber/compliance; Compensation: pay risk; N&G: governance/ESG) .

Fixed Compensation

ComponentAmount/TermsApplicability to Bogan
Annual cash retainer$35,000Eligible upon appointment; paid quarterly, pro‑rated
Independent Chair retainer+$42,500Not applicable (not Chair)
Committee member retainersAudit $10,000; Compensation $6,000; Nominating $4,000Not applicable currently (no committee assignment disclosed)
Committee chair retainersAudit $20,000; Compensation $12,000; Nominating $8,000Not applicable (not a chair)
Cash-to-RSU electionMay elect to receive the $35,000 cash retainer as RSUs vesting quarterlyAvailable under policy (no election disclosed)

Performance Compensation

Equity AwardValue (Grant-Date Fair Value)VestingNotes
Initial RSU (on joining Board)$300,00012 equal quarterly installments from grant date, subject to continuous serviceGranted under 2021 Plan per policy; Bogan eligible and award disclosed on appointment
Annual refresher RSU$150,000 per annual meeting4 equal quarterly installments (or day before next annual meeting)Commences with 2026 annual meeting for Bogan
Change‑in‑control treatmentFull vesting of director RSUsSingle‑trigger vest upon change in control as defined in 2021 PlanApplies to all non‑employee director RSUs
  • No options or performance‑metric‑based equity for directors disclosed; director RSUs are time‑based with service vesting only .
  • Clawback: Compensation committee oversees compliance with company clawback policy (primarily executive‑focused) .

Other Directorships & Interlocks

CompanyOverlap/Interlock Considerations
Workday, Inc. (Director)No related‑party transactions with LAW; Board confirmed no Item 404(a) transactions for Bogan; independence affirmed
Aspen Technology, Inc. (former Director)Service ended at acquisition in March 2025; no related‑party transactions with LAW disclosed

Expertise & Qualifications

  • Enterprise SaaS operator and director with CEO experience (Adaptive Insights) and senior leadership at Workday across planning and sourcing; strong fit for software go‑to‑market, product, and operating oversight .
  • Accounting background (B.S., Stonehill College), enhancing audit/financial literacy even if not designated as Audit Committee Financial Expert at LAW .

Equity Ownership

ItemDetail
Total beneficial ownership5,924 shares (issuable upon settlement of RSUs vesting within 60 days of April 15, 2025)
% of shares outstanding<1% of 60,808,692 shares outstanding as of April 15, 2025
Vested vs. unvestedBeneficial tally reflects RSUs vesting within 60 days; initial $300k RSU grant outstanding with 12‑quarter vesting schedule (share count not disclosed)
Hedging/pledgingCompany policy prohibits hedging, derivatives, short sales, margin purchases, and pledging of company stock
Pledged sharesNone disclosed for Bogan

Governance Assessment

  • Positives
    • Independent director with deep software and SaaS operating experience; brings CEO‑level perspective and public company board experience (Workday) that strengthens strategy and product oversight .
    • Compensation mix is equity‑heavy (initial $300k RSU vs. $35k cash retainer), aligning incentives with shareholder value; director RSUs vest over time to encourage durable engagement .
    • No related‑party transactions or family relationships; standard indemnification only; independence confirmed by Board .
    • Strong board‑level governance framework (independent Chair; committee risk oversight; hedging/pledging prohibitions) supports investor protections .
  • Watch items / potential red flags
    • As a new appointee (March 2025), he had no committee assignments disclosed as of the proxy; meaningful committee placement will be a key indicator of engagement and oversight leverage .
    • Single‑trigger full acceleration of director RSUs upon change in control could be viewed as shareholder‑unfriendly by some governance frameworks; monitor any future policy changes .
    • Board‑level related‑party optics exist unrelated to Bogan (employment of a director’s family member), though managed via policy and below materiality thresholds; continue to monitor enforcement and disclosures .