Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATI Physical Therapy, Inc.ATIP · Entity 79823 | Director | June 16, 2021 | June 28, 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.
ATI Physical Therapy, Inc.
Report date June 16, 2021 · Filed June 28, 2021
Jointly reported with ADVENT INTERNATIONAL, L.P., Advent Partners GPE VII-B Cayman Limited Partnership, Advent Partners GPE VII Limited Partnership, Advent Partners GPE VII-A Cayman Limited Partnership, Advent Partners GPE VII-A Limited Partnership, GPE VII ATI Co-Investment Limited Partnership, Advent International GPE VII, LLC, Maldonado John L.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | IndirectSee Footnotes | 130,300,000 |
Reported balance
Holding disclosure · report date 2021-06-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 130,300,000 F1: See Exhibit 99.1 for text of footnote (1) F2: See Exhibit 99.1 for text of footnote (2) F4: See Exhibit 99.1 for text of footnote (4) |
| Earnout SharesSEC Table II · derivative / convertible security | IndirectSee notes | Not disclosed |
Reported balance
Holding disclosure · report date 2021-06-16 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F3: See Exhibit 99.1 for text of footnote (3) F2: See Exhibit 99.1 for text of footnote (2) F4: See Exhibit 99.1 for text of footnote (4) |
Filing footnotes · ownership attribution and instrument terms
F1: See Exhibit 99.1 for text of footnote (1)
F2: See Exhibit 99.1 for text of footnote (2)
F3: See Exhibit 99.1 for text of footnote (3)
F4: See Exhibit 99.1 for text of footnote (4)
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.”
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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.