person · Reporting owner
BANK OF AMERICA VENTURES
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACUSPHERE INCACUS · Entity 14037 | 10% owner | June 10, 2004 | June 16, 2004 |
| IPC The Hospitalist Company, Inc.IPCM · Entity 13387 | Director | August 26, 2008 | August 28, 2008 |
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.
ACUSPHERE INC
Report date June 10, 2004 · Filed June 16, 2004
Jointly reported with BANK OF AMERICA NA, NB HOLDINGS CORP, BANK OF AMERICA CORP /DE/
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.14 · Expires 2014-06-10 | IndirectSee Footnote 5. | 25,000 |
Reported balance
After 2004-06-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2004-06-10 · Grant · Acquired 25,000 · Balance 25,000 F4: The options vest over four years on a monthly basis beginning on July 10, 2004. F5: The option was granted to Kate Mitchell, who is President and Managing Director of Bank of America Ventures. Pursuant to the policies of BA Capital Company, L.P and its affiliates, Mr. Sheridan is deemed to hold the reported option for the benefit of BA Capital Company, L.P and must exercise the option solely upon the direction of BA Capital Company, L.P. BA Capital Company, L.P may be deemed the indirect beneficial owner of the option. BA Capital Company, L.P disclaims beneficial ownership of the option except to the extent of its pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | Direct | 1,314,164 |
Reported balance
Holding disclosure · report date 2004-06-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,314,164 |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote 1. | 146,016 |
Reported balance
Holding disclosure · report date 2004-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 146,016 F1: Held by BA Venture Partners II, with which the Reporting Persons have an employment releationship. The Reporting Persons disclaim beneficial ownership of such securities. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote 2. | 452,414 |
Reported balance
Holding disclosure · report date 2004-06-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 452,414 F2: Held by BancBoston Ventures, Inc. The Reporting Persons disclaim beneficial ownership of such securities. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote 3. | 6,521 |
Reported balance
Holding disclosure · report date 2004-06-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6,521 F3: Held by Bank of America Capital Corporation. The Reporting Persons disclaim beneficial ownership of such securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Held by BA Venture Partners II, with which the Reporting Persons have an employment releationship. The Reporting Persons disclaim beneficial ownership of such securities.
F2: Held by BancBoston Ventures, Inc. The Reporting Persons disclaim beneficial ownership of such securities.
F3: Held by Bank of America Capital Corporation. The Reporting Persons disclaim beneficial ownership of such securities.
F4: The options vest over four years on a monthly basis beginning on July 10, 2004.
F5: The option was granted to Kate Mitchell, who is President and Managing Director of Bank of America Ventures. Pursuant to the policies of BA Capital Company, L.P and its affiliates, Mr. Sheridan is deemed to hold the reported option for the benefit of BA Capital Company, L.P and must exercise the option solely upon the direction of BA Capital Company, L.P. BA Capital Company, L.P may be deemed the indirect beneficial owner of the option. BA Capital Company, L.P disclaims beneficial ownership of the option except to the extent of its pecuniary interest therein.
IPC The Hospitalist Company, Inc.
Report date August 26, 2008 · Filed August 28, 2008
Jointly reported with BANK OF AMERICA CORP /DE/
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,318,535 |
Reported balance
After 2008-08-26 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2008-08-26 · Grant · Acquired 444 · Balance 1,318,535 |
| Common StockSEC Table I · non-derivative | Direct | 1,318,535 |
Reported balance
After 2008-08-26 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2008-08-26 · Other · Disposed 444 · Balance 1,318,535 F3: This transaction represents a return of borrowed shares to the lender. F1: The shares are held of record by Bank of America Ventures ("BAV"). Bank of America Corporation ("BAC") is the parent of BAV. F2: Under the terms of an investment management agreement between Scale Management, LLC ("Scale"), BAC, BAV and BAIC, Scale manages the investments of the securities of the issuer held of record by BAV and therefore may be deemed to have beneficial ownership of the securities of the shares held by BAV. Scale disclaims beneficial ownership of all securities of the issuer held of record by BAV. BAV shares dispositive power over such securities of the issuer with Scale. BAC, as the parent of BAV, may also be deemed to share dispositive power over the securities of the issuer held of record by BAV as a result of certain approval rights with respect to such securities. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares are held of record by Bank of America Ventures ("BAV"). Bank of America Corporation ("BAC") is the parent of BAV.
F2: Under the terms of an investment management agreement between Scale Management, LLC ("Scale"), BAC, BAV and BAIC, Scale manages the investments of the securities of the issuer held of record by BAV and therefore may be deemed to have beneficial ownership of the securities of the shares held by BAV. Scale disclaims beneficial ownership of all securities of the issuer held of record by BAV. BAV shares dispositive power over such securities of the issuer with Scale. BAC, as the parent of BAV, may also be deemed to share dispositive power over the securities of the issuer held of record by BAV as a result of certain approval rights with respect to such securities.
F3: This transaction represents a return of borrowed shares to the lender.
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 |
|---|---|---|---|---|---|---|
| October 14, 2003 Filed Oct 16, 2003 21:03 UTC | ACUSPHERE INC ACUS · Entity 14037 | ConversionCommon Stock | 1,314,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001266275-03-000004 · primary_doc.xml · nonDerivative · entry 1 BANK OF AMERICA VENTURES · CIK 0001134392 · 10% owner BANK OF AMERICA CORP /DE/ · CIK 0000070858 · 10% owner BANK OF AMERICA NA · CIK 0001102113 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,314,164 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. 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.