Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Informatica Inc.INFA · Entity 72885 | Director | November 03, 2023 | November 07, 2023 |
| LEGALZOOM.COM, INC.LZ · Entity 4925 | Director · 10% owner | July 02, 2021 | July 02, 2021 |
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.
Informatica Inc.
Report date November 03, 2023 · Filed November 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 116,366,490 |
Reported balance
After 2023-11-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-11-03 · Other · Disposed 8,578,539 · Balance 116,366,490 F1: Represents a distribution of securities to certain partners of Ithaca L.P. for no value. F2: Includes (i) 64,995,012 shares of Class A common stock held by EvomLux S.a r.l. and (ii) 51,371,478 shares of Class A common stock held by Ithaca L.P. Permira V L.P.2 is the controlling shareholder of EvomLux S.a r.l. Permira V L.P.2 acts through its general partner, Permira V GP L.P., which acts through its general partner, Permira V GP Limited. Permira V GP Limited's board of directors consists of Alistair Boyle, Danielle McIver, Simon Holden and Nigel Carey. Permira V GP Limited has indirect voting and investment power over the shares held by EvomLux S.a r.l. Each of Alistair Boyle, Danielle McIver, Simon Holden and Nigel Carey are directors of Permira V GP Limited, and as such, may participate in decisions regarding Permira V GP Limited's exercise of voting (continued on next footnote) F3: (continued from previous footnote) and investment power in respect of the shares of our Class A common stock held of record by EvomLux S.a r.l., but each disclaims beneficial ownership of such shares. Ithaca L.P. acts through its general partner, Ithaca G.P. Limited, and the directors of Ithaca G.P. Limited are Ryan Lanpher, Nigel Carey and Geerish Bissessur. Each of Ryan Lanpher, Nigel Carey and Geerish Bissessur are directors of Ithaca G.P. Limited, and as such, may participate in decisions regarding Ithaca G.P. Limited's exercise of voting and investment power in respect of the shares of the Class A common stock held of record by Ithaca L.P., but each disclaims beneficial ownership of such shares. Messrs. Lanpher and Brian Ruder are affiliated with the Permira Funds but disclaim ownership of the securities reported by the Permira Funds. The address of each the foregoing persons is c/o Permira Advisers LLC, 3000 Sand Hill Road, Building 1, Suite 170, Menlo Park, California 94025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a distribution of securities to certain partners of Ithaca L.P. for no value.
F2: Includes (i) 64,995,012 shares of Class A common stock held by EvomLux S.a r.l. and (ii) 51,371,478 shares of Class A common stock held by Ithaca L.P. Permira V L.P.2 is the controlling shareholder of EvomLux S.a r.l. Permira V L.P.2 acts through its general partner, Permira V GP L.P., which acts through its general partner, Permira V GP Limited. Permira V GP Limited's board of directors consists of Alistair Boyle, Danielle McIver, Simon Holden and Nigel Carey. Permira V GP Limited has indirect voting and investment power over the shares held by EvomLux S.a r.l. Each of Alistair Boyle, Danielle McIver, Simon Holden and Nigel Carey are directors of Permira V GP Limited, and as such, may participate in decisions regarding Permira V GP Limited's exercise of voting (continued on next footnote)
F3: (continued from previous footnote) and investment power in respect of the shares of our Class A common stock held of record by EvomLux S.a r.l., but each disclaims beneficial ownership of such shares. Ithaca L.P. acts through its general partner, Ithaca G.P. Limited, and the directors of Ithaca G.P. Limited are Ryan Lanpher, Nigel Carey and Geerish Bissessur. Each of Ryan Lanpher, Nigel Carey and Geerish Bissessur are directors of Ithaca G.P. Limited, and as such, may participate in decisions regarding Ithaca G.P. Limited's exercise of voting and investment power in respect of the shares of the Class A common stock held of record by Ithaca L.P., but each disclaims beneficial ownership of such shares. Messrs. Lanpher and Brian Ruder are affiliated with the Permira Funds but disclaim ownership of the securities reported by the Permira Funds. The address of each the foregoing persons is c/o Permira Advisers LLC, 3000 Sand Hill Road, Building 1, Suite 170, Menlo Park, California 94025.
LEGALZOOM.COM, INC.
Report date July 02, 2021 · Filed July 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy LucasZoom, LLC | 38,012,988 |
Reported balance
After 2021-07-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-07-02 · Conversion · Acquired 36,537,688 · Balance 38,012,988 F1: 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: 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. |
| Series A Redeemable Convertible Preferred StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy LucasZoom,LLC | 0 |
Reported balance
After 2021-07-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-07-02 · Conversion · Disposed 18,268,844 · Balance 0 F1: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
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 03, 2023 Filed Nov 7, 2023 16:05 UTC | Informatica Inc. INFA · Entity 72885 | OtherClass A Common Stock | 8,578,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-039736 · ownership.xml · nonDerivative · entry 1 Ruder Brian · CIK 0001869887 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 116,366,490 F1 · kind: Represents a distribution of securities to certain partners of Ithaca L.P. for no value. F2 · ownership.nature: Includes (i) 64,995,012 shares of Class A common stock held by EvomLux S.a r.l. and (ii) 51,371,478 shares of Class A common stock held by Ithaca L.P. Permira V L.P.2 is the controlling shareholder of EvomLux S.a r.l. Permira V L.P.2 acts through its general partner, Permira V GP L.P., which acts through its general partner, Permira V GP Limited. Permira V GP Limited's board of directors consists of Alistair Boyle, Danielle McIver, Simon Holden and Nigel Carey. Permira V GP Limited has indirect voting and investment power over the shares held by EvomLux S.a r.l. Each of Alistair Boyle, Danielle McIver, Simon Holden and Nigel Carey are directors of Permira V GP Limited, and as such, may participate in decisions regarding Permira V GP Limited's exercise of voting (continued on next footnote) F3 · ownership.nature: (continued from previous footnote) and investment power in respect of the shares of our Class A common stock held of record by EvomLux S.a r.l., but each disclaims beneficial ownership of such shares. Ithaca L.P. acts through its general partner, Ithaca G.P. Limited, and the directors of Ithaca G.P. Limited are Ryan Lanpher, Nigel Carey and Geerish Bissessur. Each of Ryan Lanpher, Nigel Carey and Geerish Bissessur are directors of Ithaca G.P. Limited, and as such, may participate in decisions regarding Ithaca G.P. Limited's exercise of voting and investment power in respect of the shares of the Class A common stock held of record by Ithaca L.P., but each disclaims beneficial ownership of such shares. Messrs. Lanpher and Brian Ruder are affiliated with the Permira Funds but disclaim ownership of the securities reported by the Permira Funds. The address of each the foregoing persons is c/o Permira Advisers LLC, 3000 Sand Hill Road, Building 1, Suite 170, Menlo Park, California 94025. Read SEC document |
| July 02, 2021 Filed Jul 2, 2021 19:55 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: 0000899243-21-027390 · doc4.xml · derivative · entry 2 Ruder Brian · CIK 0001869887 · 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 19:55 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | ConversionCommon Stock | 36,537,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-027390 · doc4.xml · nonDerivative · entry 1 Ruder Brian · CIK 0001869887 · 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.