Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Clearwater Analytics Holdings, Inc.CWAN · Entity 35410 | Director | September 23, 2021 | September 24, 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.
Clearwater Analytics Holdings, Inc.
Report date September 23, 2021 · Filed September 24, 2021
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
K2M GROUP HOLDINGS, INC.
Report date March 08, 2017 · Filed March 08, 2017
Jointly reported with WCAS Capital Partners IV, L.P., WELSH PATRICK J, CARSON RUSSELL L, ANDERSON BRUCE K, MINICUCCI ROBERT A, MACKESY D SCOTT, RATHER JONATHAN M, Scully Thomas
Section 16 reporting ended · disclosed 2017-03-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-03-08 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2017-03-08 · Other · Disposed 78,849 · Balance 0 F1: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 784 shares to WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. WCAS CP IV Associates LLC will further distribute such 784 shares to its members, including the Reporting Owners listed below. F2: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 784 shares to WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. WCAS CP IV Associates LLC will further distribute such 784 shares to its members, including the Reporting Owners listed below.
F2: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him.
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 |
|---|---|---|---|---|---|---|
| March 08, 2017 Filed Mar 8, 2017 12:22 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | OtherCommon Stock | 78,849 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-17-000225 · edgar.xml · nonDerivative · entry 1 WCAS Capital Partners IV, L.P. · CIK 0001297673 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner MINICUCCI ROBERT A · CIK 0001212991 · 10% owner MACKESY D SCOTT · CIK 0001212997 · 10% owner RATHER JONATHAN M · CIK 0001212994 · 10% owner Scully Thomas · CIK 0001414384 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 784 shares to WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. WCAS CP IV Associates LLC will further distribute such 784 shares to its members, including the Reporting Owners listed below. F1 · price: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 784 shares to WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. WCAS CP IV Associates LLC will further distribute such 784 shares to its members, including the Reporting Owners listed below. F2 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. Read SEC document |
| March 08, 2017 Filed Mar 8, 2017 12:14 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | OtherCommon Stock | 5,384,858 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-17-000221 · edgar.xml · nonDerivative · entry 1 Welsh, Carson, Anderson & Stowe XI, L.P. · CIK 0001437914 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner MACKESY D SCOTT · CIK 0001212997 · 10% owner RATHER JONATHAN M · CIK 0001212994 · 10% owner Scully Thomas · CIK 0001414384 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 10,023 shares to WCAS XI Associates LLC, the sole general partner of the designated Reporting Person. WCAS XI Associates LLC will further distribute such 10,023 shares to its members, including the Reporting Owners listed below. F1 · price: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 10,023 shares to WCAS XI Associates LLC, the sole general partner of the designated Reporting Person. WCAS XI Associates LLC will further distribute such 10,023 shares to its members, including the Reporting Owners listed below. F1 · ownership.direct: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 10,023 shares to WCAS XI Associates LLC, the sole general partner of the designated Reporting Person. WCAS XI Associates LLC will further distribute such 10,023 shares to its members, including the Reporting Owners listed below. F2 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of WCAS XI Associates LLC, the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. F3 · ownership.direct: Each Reporting Owner listed below may also be deemed to have indirectly beneficially owned 386,851 shares of Common Stock held by WCAS XI Co-Investors LLC (including 368,704 shares received in the distribution from the designated Reporting Person), which on March 8, 2017 were distributed-in-kind by WCAS XI Co-Investors LLC pro rata to to its members, including the Reporting Owners listed below. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by WCAS XI Co-Investors LLC, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. Read SEC document |
| January 26, 2017 Filed Feb 14, 2017 21:17 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | SaleCommon Stock | 3,926,068 | $20.23 | $79,424,355.64 |
DisclosureSEC source: 0000904454-17-000195 · edgar.xml · nonDerivative · entry 1 Welsh, Carson, Anderson & Stowe XI, L.P. · CIK 0001437914 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner Queally Paul B. · CIK 0001212993 · Director · 10% owner Solomon Christopher · CIK 0001608207 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,384,858 F1 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. F2 · ownership.direct: Each Reporting Owner listed below may also be deemed to indirectly beneficially own 18,147 shares of Common Stock held by WCAS XI Co-Investors LLC. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by WCAS XI Co-Investors LLC, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. F3 · ownership.direct: Paul B. Queally and Sean M. Traynor each also directly beneficially own 4,439 shares of Common Stock. Read SEC document |
| January 26, 2017 Filed Feb 14, 2017 21:05 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | SaleCommon Stock | 57,488 | $20.23 | $1,162,982.24 |
DisclosureSEC source: 0000904454-17-000189 · edgar.xml · nonDerivative · entry 1 WCAS Capital Partners IV, L.P. · CIK 0001297673 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner Queally Paul B. · CIK 0001212993 · Director · 10% owner Solomon Christopher · CIK 0001608207 · 10% owner MINICUCCI ROBERT A · CIK 0001212991 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,849 F1 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 13:12 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | SaleCommon Stock | 4,416,825 | $18.39 | $81,225,411.75 |
DisclosureSEC source: 0000904454-16-001584 · edgar.xml · nonDerivative · entry 1 Welsh, Carson, Anderson & Stowe XI, L.P. · CIK 0001437914 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner Queally Paul B. · CIK 0001212993 · Director · 10% owner Solomon Christopher · CIK 0001608207 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,310,926 F1 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. F2 · ownership.direct: Each Reporting Owner listed below may also be deemed to indirectly beneficially own 31,377 shares of Common Stock held by WCAS XI Co-Investors LLC. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by WCAS XI Co-Investors LLC, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. F3 · ownership.direct: Paul B. Queally and Sean M. Traynor each also directly beneficially own 4,439 shares of Common Stock. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 13:27 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | SaleCommon Stock | 64,674 | $18.39 | $1,189,354.86 |
DisclosureSEC source: 0000904454-16-001588 · edgar.xml · nonDerivative · entry 1 WCAS Capital Partners IV, L.P. · CIK 0001297673 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner Queally Paul B. · CIK 0001212993 · Director · 10% owner Solomon Christopher · CIK 0001608207 · 10% owner MINICUCCI ROBERT A · CIK 0001212991 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,337 F1 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. 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.