Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accelevation Holdings Corp.ACCV · Entity 87618 | 10% owner | October 01, 2026 | October 06, 2026 |
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.
Accelevation Holdings Corp.
Report date October 01, 2026 · Filed October 06, 2026
Jointly reported with Accelevation Pubco Holdings LP, Accelevation Investment Holdings LLC, MORRIS ROBERT S
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectSee footnotes | 104,977,528 |
Reported balance
After 2026-10-01 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-10-01 · Conversion · Disposed 11,988,001 · Balance 104,977,528 F1: Series B Units of Accelevation Holdings LLC are exchangeable (together with an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis. Series B Units do not expire. F2: The securities reported as beneficially owned after the reported transactions are consistent with such amounts reflected in the Form 3, filed on September 30, 2026, which gave effect to the transactions in connection with the Issuer's initial public offering, as reported on this Statement. F3: The reported securities are directly held by Accelevation Investment Holdings LLC ("Investment Holdings"), which is governed by a board of managers. F4: Olympus Growth Fund VIII Parallel L.P. and Olympus Growth Fund VIII, LP (together, the "Olympus Funds") have the right to appoint or remove the members of the boards of managers of Accelevation Pubco Holdings LP ("Accelevation Pubco Holdings") and Investment Holdings, respectively. OGP VIII, LLC ("OGP VIII") is the sole general partner of each of the Olympus Funds. Robert S. Morris is the Managing Member of OGP VIII, and, in such capacity, has the right to appoint or remove the members of the boards of managers of each of Accelevation Pubco Holdings and Investment Holdings. By virtue of the relationships described herein, each of the reporting persons may be deemed to beneficially own the securities reported hereby. Each of the reporting persons disclaims beneficial ownership of the securities except to the extent of its or his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnotes | 110,022,472 |
Reported balance
After 2026-10-01 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2026-10-01 · Conversion · Acquired 11,988,001 · Balance 110,022,472 F1: Series B Units of Accelevation Holdings LLC are exchangeable (together with an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis. Series B Units do not expire. F2: The securities reported as beneficially owned after the reported transactions are consistent with such amounts reflected in the Form 3, filed on September 30, 2026, which gave effect to the transactions in connection with the Issuer's initial public offering, as reported on this Statement. F4: Olympus Growth Fund VIII Parallel L.P. and Olympus Growth Fund VIII, LP (together, the "Olympus Funds") have the right to appoint or remove the members of the boards of managers of Accelevation Pubco Holdings LP ("Accelevation Pubco Holdings") and Investment Holdings, respectively. OGP VIII, LLC ("OGP VIII") is the sole general partner of each of the Olympus Funds. Robert S. Morris is the Managing Member of OGP VIII, and, in such capacity, has the right to appoint or remove the members of the boards of managers of each of Accelevation Pubco Holdings and Investment Holdings. By virtue of the relationships described herein, each of the reporting persons may be deemed to beneficially own the securities reported hereby. Each of the reporting persons disclaims beneficial ownership of the securities except to the extent of its or his pecuniary interest therein. F5: Consists of 11,988,001 shares of Class A common stock directly held by Investment Holdings and 98,034,471 shares of Class A common stock directly held by Accelevation Pubco Holdings, which is governed by a board of managers. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnotes | 90,022,472 |
Reported balance
After 2026-10-01 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2026-10-01 · Sale · Disposed 20,000,000 · Balance 90,022,472 F6: Represents 8,011,999 shares of Class A common stock sold by Accelevation Cash Pubco Holdings LP ("Cash Holdings") and 11,988,001 shares of Class A common stock sold by Investment Holdings in the Issuer's initial public offering. Shares of Class A common stock sold by Cash Holdings were distributed in a pro rata distribution for no consideration by Accelevation Pubco Holdings to its limited partners. F2: The securities reported as beneficially owned after the reported transactions are consistent with such amounts reflected in the Form 3, filed on September 30, 2026, which gave effect to the transactions in connection with the Issuer's initial public offering, as reported on this Statement. F4: Olympus Growth Fund VIII Parallel L.P. and Olympus Growth Fund VIII, LP (together, the "Olympus Funds") have the right to appoint or remove the members of the boards of managers of Accelevation Pubco Holdings LP ("Accelevation Pubco Holdings") and Investment Holdings, respectively. OGP VIII, LLC ("OGP VIII") is the sole general partner of each of the Olympus Funds. Robert S. Morris is the Managing Member of OGP VIII, and, in such capacity, has the right to appoint or remove the members of the boards of managers of each of Accelevation Pubco Holdings and Investment Holdings. By virtue of the relationships described herein, each of the reporting persons may be deemed to beneficially own the securities reported hereby. Each of the reporting persons disclaims beneficial ownership of the securities except to the extent of its or his pecuniary interest therein. F7: The reported securities are directly held by Accelevation Pubco Holdings. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnotes | 87,213,973 |
Reported balance
After 2026-10-01 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2026-10-01 · Other · Disposed 2,808,499 · Balance 87,213,973 F8: Represents shares of Class A common stock distributed in a pro rata distribution for no consideration by Accelevation Pubco Holdings to its limited partners. F2: The securities reported as beneficially owned after the reported transactions are consistent with such amounts reflected in the Form 3, filed on September 30, 2026, which gave effect to the transactions in connection with the Issuer's initial public offering, as reported on this Statement. F4: Olympus Growth Fund VIII Parallel L.P. and Olympus Growth Fund VIII, LP (together, the "Olympus Funds") have the right to appoint or remove the members of the boards of managers of Accelevation Pubco Holdings LP ("Accelevation Pubco Holdings") and Investment Holdings, respectively. OGP VIII, LLC ("OGP VIII") is the sole general partner of each of the Olympus Funds. Robert S. Morris is the Managing Member of OGP VIII, and, in such capacity, has the right to appoint or remove the members of the boards of managers of each of Accelevation Pubco Holdings and Investment Holdings. By virtue of the relationships described herein, each of the reporting persons may be deemed to beneficially own the securities reported hereby. Each of the reporting persons disclaims beneficial ownership of the securities except to the extent of its or his pecuniary interest therein. F7: The reported securities are directly held by Accelevation Pubco Holdings. |
| Series B UnitsSEC Table II · derivative / convertible security | IndirectSee footnotes | 104,977,528 |
Reported balance
After 2026-10-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-10-01 · Conversion · Disposed 11,988,001 · Balance 104,977,528 F1: Series B Units of Accelevation Holdings LLC are exchangeable (together with an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis. Series B Units do not expire. F2: The securities reported as beneficially owned after the reported transactions are consistent with such amounts reflected in the Form 3, filed on September 30, 2026, which gave effect to the transactions in connection with the Issuer's initial public offering, as reported on this Statement. F3: The reported securities are directly held by Accelevation Investment Holdings LLC ("Investment Holdings"), which is governed by a board of managers. F4: Olympus Growth Fund VIII Parallel L.P. and Olympus Growth Fund VIII, LP (together, the "Olympus Funds") have the right to appoint or remove the members of the boards of managers of Accelevation Pubco Holdings LP ("Accelevation Pubco Holdings") and Investment Holdings, respectively. OGP VIII, LLC ("OGP VIII") is the sole general partner of each of the Olympus Funds. Robert S. Morris is the Managing Member of OGP VIII, and, in such capacity, has the right to appoint or remove the members of the boards of managers of each of Accelevation Pubco Holdings and Investment Holdings. By virtue of the relationships described herein, each of the reporting persons may be deemed to beneficially own the securities reported hereby. Each of the reporting persons disclaims beneficial ownership of the securities except to the extent of its or his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Series B Units of Accelevation Holdings LLC are exchangeable (together with an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis. Series B Units do not expire.
F2: The securities reported as beneficially owned after the reported transactions are consistent with such amounts reflected in the Form 3, filed on September 30, 2026, which gave effect to the transactions in connection with the Issuer's initial public offering, as reported on this Statement.
F3: The reported securities are directly held by Accelevation Investment Holdings LLC ("Investment Holdings"), which is governed by a board of managers.
F4: Olympus Growth Fund VIII Parallel L.P. and Olympus Growth Fund VIII, LP (together, the "Olympus Funds") have the right to appoint or remove the members of the boards of managers of Accelevation Pubco Holdings LP ("Accelevation Pubco Holdings") and Investment Holdings, respectively. OGP VIII, LLC ("OGP VIII") is the sole general partner of each of the Olympus Funds. Robert S. Morris is the Managing Member of OGP VIII, and, in such capacity, has the right to appoint or remove the members of the boards of managers of each of Accelevation Pubco Holdings and Investment Holdings. By virtue of the relationships described herein, each of the reporting persons may be deemed to beneficially own the securities reported hereby. Each of the reporting persons disclaims beneficial ownership of the securities except to the extent of its or his pecuniary interest therein.
F5: Consists of 11,988,001 shares of Class A common stock directly held by Investment Holdings and 98,034,471 shares of Class A common stock directly held by Accelevation Pubco Holdings, which is governed by a board of managers.
F6: Represents 8,011,999 shares of Class A common stock sold by Accelevation Cash Pubco Holdings LP ("Cash Holdings") and 11,988,001 shares of Class A common stock sold by Investment Holdings in the Issuer's initial public offering. Shares of Class A common stock sold by Cash Holdings were distributed in a pro rata distribution for no consideration by Accelevation Pubco Holdings to its limited partners.
F7: The reported securities are directly held by Accelevation Pubco Holdings.
F8: Represents shares of Class A common stock distributed in a pro rata distribution for no consideration by Accelevation Pubco Holdings to its limited partners.
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 01, 2026 Filed Oct 6, 2026 01:12 UTC | Accelevation Holdings Corp. ACCV · Entity 87618 | ConversionSeries B Units · Derivative | 11,988,001 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-065149 · wk-form4_1791249163.xml · derivative · entry 5 OGP VIII, LLC · CIK 0002156266 · 10% owner Accelevation Pubco Holdings LP · CIK 0002155725 · 10% owner Accelevation Investment Holdings LLC · CIK 0002155698 · 10% owner MORRIS ROBERT S · CIK 0001256258 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 104,977,528 Underlying: Class A Common Stock · 11,988,001 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: Series B Units of Accelevation Holdings LLC are exchangeable (together with an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis. Series B Units do not expire. F1 · price: Series B Units of Accelevation Holdings LLC are exchangeable (together with an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis. Series B Units do not expire. F1 · derivative.exercise_date: Series B Units of Accelevation Holdings LLC are exchangeable (together with an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis. Series B Units do not expire. F1 · derivative.expiration_date: Series B Units of Accelevation Holdings LLC are exchangeable (together with an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis. Series B Units do not expire. F2 · balance_after: The securities reported as beneficially owned after the reported transactions are consistent with such amounts reflected in the Form 3, filed on September 30, 2026, which gave effect to the transactions in connection with the Issuer's initial public offering, as reported on this Statement. F3 · ownership.nature: The reported securities are directly held by Accelevation Investment Holdings LLC ("Investment Holdings"), which is governed by a board of managers. F4 · ownership.nature: Olympus Growth Fund VIII Parallel L.P. and Olympus Growth Fund VIII, LP (together, the "Olympus Funds") have the right to appoint or remove the members of the boards of managers of Accelevation Pubco Holdings LP ("Accelevation Pubco Holdings") and Investment Holdings, respectively. OGP VIII, LLC ("OGP VIII") is the sole general partner of each of the Olympus Funds. Robert S. Morris is the Managing Member of OGP VIII, and, in such capacity, has the right to appoint or remove the members of the boards of managers of each of Accelevation Pubco Holdings and Investment Holdings. By virtue of the relationships described herein, each of the reporting persons may be deemed to beneficially own the securities reported hereby. Each of the reporting persons disclaims beneficial ownership of the securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| October 01, 2026 Filed Oct 6, 2026 01:12 UTC | Accelevation Holdings Corp. ACCV · Entity 87618 | OtherClass A Common Stock | 2,808,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-065149 · wk-form4_1791249163.xml · nonDerivative · entry 4 OGP VIII, LLC · CIK 0002156266 · 10% owner Accelevation Pubco Holdings LP · CIK 0002155725 · 10% owner Accelevation Investment Holdings LLC · CIK 0002155698 · 10% owner MORRIS ROBERT S · CIK 0001256258 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 87,213,973 F8 · kind: Represents shares of Class A common stock distributed in a pro rata distribution for no consideration by Accelevation Pubco Holdings to its limited partners. F2 · balance_after: The securities reported as beneficially owned after the reported transactions are consistent with such amounts reflected in the Form 3, filed on September 30, 2026, which gave effect to the transactions in connection with the Issuer's initial public offering, as reported on this Statement. F4 · ownership.nature: Olympus Growth Fund VIII Parallel L.P. and Olympus Growth Fund VIII, LP (together, the "Olympus Funds") have the right to appoint or remove the members of the boards of managers of Accelevation Pubco Holdings LP ("Accelevation Pubco Holdings") and Investment Holdings, respectively. OGP VIII, LLC ("OGP VIII") is the sole general partner of each of the Olympus Funds. Robert S. Morris is the Managing Member of OGP VIII, and, in such capacity, has the right to appoint or remove the members of the boards of managers of each of Accelevation Pubco Holdings and Investment Holdings. By virtue of the relationships described herein, each of the reporting persons may be deemed to beneficially own the securities reported hereby. Each of the reporting persons disclaims beneficial ownership of the securities except to the extent of its or his pecuniary interest therein. F7 · ownership.nature: The reported securities are directly held by Accelevation Pubco Holdings. Read SEC document |
| October 01, 2026 Filed Oct 6, 2026 01:12 UTC | Accelevation Holdings Corp. ACCV · Entity 87618 | SaleClass A Common Stock | 20,000,000 | $18.00 | $360,000,000.00 |
DisclosureSEC source: 0001628280-26-065149 · wk-form4_1791249163.xml · nonDerivative · entry 3 OGP VIII, LLC · CIK 0002156266 · 10% owner Accelevation Pubco Holdings LP · CIK 0002155725 · 10% owner Accelevation Investment Holdings LLC · CIK 0002155698 · 10% owner MORRIS ROBERT S · CIK 0001256258 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 90,022,472 F6 · shares: Represents 8,011,999 shares of Class A common stock sold by Accelevation Cash Pubco Holdings LP ("Cash Holdings") and 11,988,001 shares of Class A common stock sold by Investment Holdings in the Issuer's initial public offering. Shares of Class A common stock sold by Cash Holdings were distributed in a pro rata distribution for no consideration by Accelevation Pubco Holdings to its limited partners. F2 · balance_after: The securities reported as beneficially owned after the reported transactions are consistent with such amounts reflected in the Form 3, filed on September 30, 2026, which gave effect to the transactions in connection with the Issuer's initial public offering, as reported on this Statement. F4 · ownership.nature: Olympus Growth Fund VIII Parallel L.P. and Olympus Growth Fund VIII, LP (together, the "Olympus Funds") have the right to appoint or remove the members of the boards of managers of Accelevation Pubco Holdings LP ("Accelevation Pubco Holdings") and Investment Holdings, respectively. OGP VIII, LLC ("OGP VIII") is the sole general partner of each of the Olympus Funds. Robert S. Morris is the Managing Member of OGP VIII, and, in such capacity, has the right to appoint or remove the members of the boards of managers of each of Accelevation Pubco Holdings and Investment Holdings. By virtue of the relationships described herein, each of the reporting persons may be deemed to beneficially own the securities reported hereby. Each of the reporting persons disclaims beneficial ownership of the securities except to the extent of its or his pecuniary interest therein. F7 · ownership.nature: The reported securities are directly held by Accelevation Pubco Holdings. Read SEC document |
| October 01, 2026 Filed Oct 6, 2026 01:12 UTC | Accelevation Holdings Corp. ACCV · Entity 87618 | ConversionClass A Common Stock | 11,988,001 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-065149 · wk-form4_1791249163.xml · nonDerivative · entry 2 OGP VIII, LLC · CIK 0002156266 · 10% owner Accelevation Pubco Holdings LP · CIK 0002155725 · 10% owner Accelevation Investment Holdings LLC · CIK 0002155698 · 10% owner MORRIS ROBERT S · CIK 0001256258 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 110,022,472 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: Series B Units of Accelevation Holdings LLC are exchangeable (together with an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis. Series B Units do not expire. F2 · balance_after: The securities reported as beneficially owned after the reported transactions are consistent with such amounts reflected in the Form 3, filed on September 30, 2026, which gave effect to the transactions in connection with the Issuer's initial public offering, as reported on this Statement. F4 · ownership.nature: Olympus Growth Fund VIII Parallel L.P. and Olympus Growth Fund VIII, LP (together, the "Olympus Funds") have the right to appoint or remove the members of the boards of managers of Accelevation Pubco Holdings LP ("Accelevation Pubco Holdings") and Investment Holdings, respectively. OGP VIII, LLC ("OGP VIII") is the sole general partner of each of the Olympus Funds. Robert S. Morris is the Managing Member of OGP VIII, and, in such capacity, has the right to appoint or remove the members of the boards of managers of each of Accelevation Pubco Holdings and Investment Holdings. By virtue of the relationships described herein, each of the reporting persons may be deemed to beneficially own the securities reported hereby. Each of the reporting persons disclaims beneficial ownership of the securities except to the extent of its or his pecuniary interest therein. F5 · ownership.nature: Consists of 11,988,001 shares of Class A common stock directly held by Investment Holdings and 98,034,471 shares of Class A common stock directly held by Accelevation Pubco Holdings, which is governed by a board of managers. Read SEC document |
| October 01, 2026 Filed Oct 6, 2026 01:12 UTC | Accelevation Holdings Corp. ACCV · Entity 87618 | ConversionClass B Common Stock | 11,988,001 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-065149 · wk-form4_1791249163.xml · nonDerivative · entry 1 OGP VIII, LLC · CIK 0002156266 · 10% owner Accelevation Pubco Holdings LP · CIK 0002155725 · 10% owner Accelevation Investment Holdings LLC · CIK 0002155698 · 10% owner MORRIS ROBERT S · CIK 0001256258 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 104,977,528 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: Series B Units of Accelevation Holdings LLC are exchangeable (together with an equal number of shares of Class B common stock) for shares of Class A common stock on a one-for-one basis. Series B Units do not expire. F2 · balance_after: The securities reported as beneficially owned after the reported transactions are consistent with such amounts reflected in the Form 3, filed on September 30, 2026, which gave effect to the transactions in connection with the Issuer's initial public offering, as reported on this Statement. F3 · ownership.nature: The reported securities are directly held by Accelevation Investment Holdings LLC ("Investment Holdings"), which is governed by a board of managers. F4 · ownership.nature: Olympus Growth Fund VIII Parallel L.P. and Olympus Growth Fund VIII, LP (together, the "Olympus Funds") have the right to appoint or remove the members of the boards of managers of Accelevation Pubco Holdings LP ("Accelevation Pubco Holdings") and Investment Holdings, respectively. OGP VIII, LLC ("OGP VIII") is the sole general partner of each of the Olympus Funds. Robert S. Morris is the Managing Member of OGP VIII, and, in such capacity, has the right to appoint or remove the members of the boards of managers of each of Accelevation Pubco Holdings and Investment Holdings. By virtue of the relationships described herein, each of the reporting persons may be deemed to beneficially own the securities reported hereby. Each of the reporting persons disclaims beneficial ownership of the securities except to the extent of its or his 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.