organization · Reporting owner
Clearlake Capital Partners III, GP, L.P.
Disclosed activity across 1 company
Sign in to followReported 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.
ConvergeOne Holdings, Inc.
Report date January 04, 2019 · Filed January 08, 2019
Jointly reported with Eghbali Behdad, Feliciano Jose Enrique, Clearlake Capital Partners III (Master), L.P., Clearlake Capital Partners, LLC, CCG Operations, LLC
Section 16 reporting ended · disclosed 2019-01-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Clearlake Capital Partners III (Master), L.P. | 0 |
Reported balance
After 2019-01-04 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2019-01-04 · Disposition to issuer · Disposed 44,390,642 · Balance 0 F1: Consists of shares of common stock disposed of pursuant to the agreement and plan of merger, dated November 6, 2018, among PVKG Investment Holdings, Inc. ("Purchaser"), PVKG Merger Sub, Inc., a wholly owned subsidiary of Purchaser, and ConvergeOne Holdings, Inc. in exchange for $12.50 per share. F2: Consists of 44,390,642 shares of Common Stock held directly by Clearlake Capital Partners III (Master), L.P. Clearlake Capital Partners III GP, L.P. is the General Partner of Clearlake Capital Partners III (Master), L.P. Clearlake Capital Partners, LLC is the General Partner of Clearlake Capital Partners III GP, L.P. CCG Operations, LLC is the managing member of Clearlake Capital Partners, LLC. Each of Behdad Eghbali and Jose E. Feliciano are managers of CCG Operations, LLC and therefore share voting and investment power over the shares held by Clearlake Capital Partners III (Master), L.P. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares of common stock disposed of pursuant to the agreement and plan of merger, dated November 6, 2018, among PVKG Investment Holdings, Inc. ("Purchaser"), PVKG Merger Sub, Inc., a wholly owned subsidiary of Purchaser, and ConvergeOne Holdings, Inc. in exchange for $12.50 per share.
F2: Consists of 44,390,642 shares of Common Stock held directly by Clearlake Capital Partners III (Master), L.P. Clearlake Capital Partners III GP, L.P. is the General Partner of Clearlake Capital Partners III (Master), L.P. Clearlake Capital Partners, LLC is the General Partner of Clearlake Capital Partners III GP, L.P. CCG Operations, LLC is the managing member of Clearlake Capital Partners, LLC. Each of Behdad Eghbali and Jose E. Feliciano are managers of CCG Operations, LLC and therefore share voting and investment power over the shares held by Clearlake Capital Partners III (Master), L.P.
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 |
|---|---|---|---|---|---|---|
| January 04, 2019 Filed Jan 8, 2019 17:13 UTC | ConvergeOne Holdings, Inc. CVON · Entity 161199 | Disposition to issuerCommon Stock | 44,390,642 | $12.50 | $554,883,025.00 |
DisclosureSEC source: 0001209191-19-002845 · doc4.xml · nonDerivative · entry 1 Eghbali Behdad · CIK 0001409564 · Director · 10% owner Feliciano Jose Enrique · CIK 0001323912 · Director · 10% owner Clearlake Capital Partners III (Master), L.P. · CIK 0001730848 · 10% owner Clearlake Capital Partners III, GP, L.P. · CIK 0001730838 · 10% owner Clearlake Capital Partners, LLC · CIK 0001409591 · 10% owner CCG Operations, LLC · CIK 0001409590 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Clearlake Capital Partners III (Master), L.P. Disclosed balance after: 0 F1 · shares: Consists of shares of common stock disposed of pursuant to the agreement and plan of merger, dated November 6, 2018, among PVKG Investment Holdings, Inc. ("Purchaser"), PVKG Merger Sub, Inc., a wholly owned subsidiary of Purchaser, and ConvergeOne Holdings, Inc. in exchange for $12.50 per share. F2 · ownership.nature: Consists of 44,390,642 shares of Common Stock held directly by Clearlake Capital Partners III (Master), L.P. Clearlake Capital Partners III GP, L.P. is the General Partner of Clearlake Capital Partners III (Master), L.P. Clearlake Capital Partners, LLC is the General Partner of Clearlake Capital Partners III GP, L.P. CCG Operations, LLC is the managing member of Clearlake Capital Partners, LLC. Each of Behdad Eghbali and Jose E. Feliciano are managers of CCG Operations, LLC and therefore share voting and investment power over the shares held by Clearlake Capital Partners III (Master), L.P. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:01 UTC | ConvergeOne Holdings, Inc. CVON · Entity 161199 | GrantCommon Stock | 38,129,813 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-013621 · doc4.xml · nonDerivative · entry 1 Eghbali Behdad · CIK 0001409564 · Director · 10% owner Feliciano Jose Enrique · CIK 0001323912 · Director · 10% owner Clearlake Capital Partners III (Master), L.P. · CIK 0001730848 · 10% owner Clearlake Capital Partners III, GP, L.P. · CIK 0001730838 · 10% owner Clearlake Capital Partners, LLC · CIK 0001409591 · 10% owner CCG Operations, LLC · CIK 0001409590 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Clearlake Capital Partners III (Master), L.P. Disclosed balance after: 38,129,813 F1 · kind: Shares of Common Stock of the corporation then known as C1 Investment Corp. ("Old C1") were converted into shares of the Issuer pursuant to that certain Agreement and Plan of Merger, dated as of November 30, 2017, by and among the Issuer, FMC Merger Subsidiary Corp., FMC Merger Subsidiary LLC, Old C1 and Clearlake Capital Management III, L.P. in the capacity as the Seller Representative (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, Clearlake Capital Partners III (Master), L.P.'s shares of Old C1 Common Stock were converted into 38,129,813 shares of the Issuer's Common Stock. F1 · price: Shares of Common Stock of the corporation then known as C1 Investment Corp. ("Old C1") were converted into shares of the Issuer pursuant to that certain Agreement and Plan of Merger, dated as of November 30, 2017, by and among the Issuer, FMC Merger Subsidiary Corp., FMC Merger Subsidiary LLC, Old C1 and Clearlake Capital Management III, L.P. in the capacity as the Seller Representative (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, Clearlake Capital Partners III (Master), L.P.'s shares of Old C1 Common Stock were converted into 38,129,813 shares of the Issuer's Common Stock. F2 · ownership.nature: Consists of 38,129,813 shares of Common Stock held directly by Clearlake Capital Partners III (Master), L.P. Clearlake Capital Partners III GP, L.P. is the General Partner of Clearlake Capital Partners III (Master), L.P. Clearlake Capital Partners, LLC is the General Partner of Clearlake Capital Partners III GP, L.P. CCG Operations, LLC is the managing member of Clearlake Capital Partners, LLC. Each of Behdad Eghbali and Jose E. Feliciano are managers of CCG Operations, LLC and therefore share voting and investment power over the shares held by Clearlake Capital Partners III (Master), L.P. Read SEC document |
| February 22, 2018 Filed May 24, 2018 18:48 UTC | ConvergeOne Holdings, Inc. CVON · Entity 161199 | GrantCommon Stock | 4,169,878 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-033166 · doc4.xml · nonDerivative · entry 1 Eghbali Behdad · CIK 0001409564 · Director · 10% owner Feliciano Jose Enrique · CIK 0001323912 · Director · 10% owner Clearlake Capital Partners III (Master), L.P. · CIK 0001730848 · 10% owner Clearlake Capital Partners III, GP, L.P. · CIK 0001730838 · 10% owner Clearlake Capital Partners, LLC · CIK 0001409591 · 10% owner CCG Operations, LLC · CIK 0001409590 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Clearlake Capital Partners III (Master), L.P. Disclosed balance after: 42,299,691 F1 · shares: The Reporting Person became entitled to receive these shares on May 22, 2018 for no additional consideration pursuant to an earnout provision in the Agreement and Plan of Merger between C1 Investment Corp., Clearlake Capital Management III, L.P., in its capacity as seller representative, and Forum Merger Corporation, dated November 30, 2017 (the "Merger Agreement"). Subject to achievement of the associated earnout milestones, the Reporting Person's right to receive these additional shares became irrevocable on February 22, 2018, the closing date of the transactions under the Merger Agreement. F2 · price: The calculation for the value of these shares was established in the Merger Agreement. F3 · balance_after: Consists of 42,299,691 shares of Common Stock held directly by Clearlake Capital Partners III (Master), L.P. Clearlake Capital Partners III GP, L.P. is the General Partner of Clearlake Capital Partners III (Master), L.P. Clearlake Capital Partners, LLC is the General Partner of Clearlake Capital Partners III GP, L.P. CCG Operations, LLC is the managing member of Clearlake Capital Partners, LLC. Each of Behdad Eghbali and Jose E. Feliciano are managers of CCG Operations, LLC and therefore share voting and investment power over the shares held by Clearlake Capital Partners III (Master), L.P. F3 · ownership.nature: Consists of 42,299,691 shares of Common Stock held directly by Clearlake Capital Partners III (Master), L.P. Clearlake Capital Partners III GP, L.P. is the General Partner of Clearlake Capital Partners III (Master), L.P. Clearlake Capital Partners, LLC is the General Partner of Clearlake Capital Partners III GP, L.P. CCG Operations, LLC is the managing member of Clearlake Capital Partners, LLC. Each of Behdad Eghbali and Jose E. Feliciano are managers of CCG Operations, LLC and therefore share voting and investment power over the shares held by Clearlake Capital Partners III (Master), L.P. 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.