Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
LEGALZOOM.COM, INC.
Report date November 13, 2023 · Filed November 15, 2023
Section 16 reporting ended · disclosed 2023-11-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy LucasZoom, LLC | 0 |
Reported balance
After 2023-11-13 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-11-13 · Sale · Disposed 15,099,993 · Balance 0 F1: Consists of the Common Stock held by LucasZoom, LLC ("LucasZoom", and collectively with its affiliated investment entities, "Permira"). The Reporting Person is a member of the investment committee of Permira and may have been deemed to beneficially own the shares held by LucasZoom, but disclaimed any beneficial ownership, except to the extent of any pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of the Common Stock held by LucasZoom, LLC ("LucasZoom", and collectively with its affiliated investment entities, "Permira"). The Reporting Person is a member of the investment committee of Permira and may have been deemed to beneficially own the shares held by LucasZoom, but disclaimed any beneficial ownership, except to the extent of any pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| November 13, 2023 Filed Nov 15, 2023 17:05 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 15,099,993 | $10.84 | $163,683,924.12 |
DisclosureSEC source: 0000950170-23-064229 · ownership.xml · nonDerivative · entry 1 Patel Dipan · CIK 0001870156 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LucasZoom, LLC Disclosed balance after: 0 F1 · ownership.nature: Consists of the Common Stock held by LucasZoom, LLC ("LucasZoom", and collectively with its affiliated investment entities, "Permira"). The Reporting Person is a member of the investment committee of Permira and may have been deemed to beneficially own the shares held by LucasZoom, but disclaimed any beneficial ownership, except to the extent of any pecuniary interest therein. Read SEC document |
| October 19, 2023 Filed Oct 23, 2023 17:15 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 2,094,240 | $9.55 | $19,999,992.00 |
DisclosureSEC source: 0000950170-23-054658 · ownership.xml · nonDerivative · entry 1 Patel Dipan · CIK 0001870156 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LucasZoom, LLC Disclosed balance after: 15,099,993 F1 · shares: Pursuant to a stock purchase agreement, dated September 5, 2023, LucasZoom, LLC ("LucasZoom") sold 2,094,240 shares of Common Stock to entities affiliated with Technology Crossover Ventures, which was consummated on October 20, 2023, following the satisfaction of the final material closing condition on October 19, 2023. F2 · ownership.nature: Consists of the Common Stock held by LucasZoom (collectively with its affiliated investment entities, "Permira"). The Reporting Person is a member of the investment committee of Permira and may be deemed to beneficially own the shares held by LucasZoom, but disclaims any beneficial ownership, except to the extent of any pecuniary interest therein. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 17:14 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 20,818,755 | $9.55 | $198,819,110.25 |
DisclosureSEC source: 0000950170-23-047975 · ownership.xml · nonDerivative · entry 1 Patel Dipan · CIK 0001870156 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LucasZoom, LLC Disclosed balance after: 17,194,233 F1 · ownership.nature: Consists of the Common Stock held by LucasZoom, LLC (collectively with its affiliated investment entities, "Permira"). The Reporting Person is a member of the investment committee of Permira and may be deemed to beneficially own the shares held by LucasZoom, LLC, but disclaims any beneficial ownership, except to the extent of any pecuniary interest therein. Read SEC document |
| July 02, 2021 Filed Jul 2, 2021 19:51 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | ConversionSeries A Redeemable Convertible Preferred Stock · Derivative | 18,268,844 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-027386 · doc4.xml · derivative · entry 2 Patel Dipan · CIK 0001870156 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LucasZoom,LLC Disclosed balance after: 0 Underlying: Common Stock · 36,537,688 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: Upon completion of the Issuer's initial public offering and concurrent private placement, the Issuer's Series A redeemable convertible preferred stock converted into the Issuer's common stock on a one-for-two basis. F1 · derivative.exercise_date: Upon completion of the Issuer's initial public offering and concurrent private placement, the Issuer's Series A redeemable convertible preferred stock converted into the Issuer's common stock on a one-for-two basis. F1 · derivative.expiration_date: Upon completion of the Issuer's initial public offering and concurrent private placement, the Issuer's Series A redeemable convertible preferred stock converted into the Issuer's common stock on a one-for-two basis. F2 · ownership.nature: Consists of the shares held by LucasZoom, LLC (collectively with its affiliated investment entities, "Permira"). The Reporting Person is a member of the investment committee of Permira and may be deemed to beneficially own the shares held by LucasZoom, LLC, but disclaims any beneficial ownership, except to the extent of any pecuniary interest therein. Read SEC document |
| July 02, 2021 Filed Jul 2, 2021 19:51 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | ConversionCommon Stock | 36,537,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-027386 · doc4.xml · nonDerivative · entry 1 Patel Dipan · CIK 0001870156 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LucasZoom, LLC Disclosed balance after: 38,012,988 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: Upon completion of the Issuer's initial public offering and concurrent private placement, the Issuer's Series A redeemable convertible preferred stock converted into the Issuer's common stock on a one-for-two basis. F2 · ownership.nature: Consists of the shares held by LucasZoom, LLC (collectively with its affiliated investment entities, "Permira"). The Reporting Person is a member of the investment committee of Permira and may be deemed to beneficially own the shares held by LucasZoom, LLC, but disclaims any beneficial ownership, except to the extent of any pecuniary interest therein. 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.