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BEYER ROBERT D

Disclosed activity across 3 companies

Tapewire entity
18902
SEC CIK
0001188302

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Jefferies Financial Group Inc.JEF · Entity 3502DirectorAugust 28, 2026August 29, 2026
KROGER COKR · Entity 100DirectorJune 03, 2019June 04, 2019

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.

Jefferies Financial Group Inc.

Report date August 28, 2026 · Filed August 29, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect113,257 Reported balance After 2026-08-28 transaction · row 1
1 source row

Row 1 · 2026-08-28 · Grant · Acquired 501 · Balance 113,257

F1: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

Filing footnotes · ownership attribution and instrument terms

F1: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

KROGER CO

Report date June 03, 2019 · Filed June 04, 2019

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom Stock - Incentive SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct7,242.115 Reported balance After 2019-06-03 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2019-06-03 · Grant · Acquired 43.892 · Balance 7,242.115

F1: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account.

F2: Represents phantom stock acquired in dividend reinvestment transactions under a deferred compensation plan of The Kroger Co.

F3: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co.

Common StockSEC Table I · non-derivativeDirect126,800 Reported balance Holding disclosure · report date 2019-06-03 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 126,800

Filing footnotes · ownership attribution and instrument terms

F1: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account.

F2: Represents phantom stock acquired in dividend reinvestment transactions under a deferred compensation plan of The Kroger Co.

F3: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

LiveVox Holdings, Inc.

Report date December 22, 2023 · Filed December 26, 2023

Section 16 reporting ended · disclosed 2023-12-26. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect0 Ending reported balance After 2023-12-22 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2023-12-22 · Disposition to issuer · Disposed 103,056 · Balance 76,360

F1: Pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated October 3, 2023, by and among the LiveVox Holdings, Inc., a Delaware corporation (the Company), inContact, Inc., a Delaware corporation (Parent), Laser Bridge Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Parent (Merger Subsidiary), and NICE Ltd., a company organized under the laws of the State of Israel (NICE), each share of Class A common stock, par value $0.0001, of the Company (the Company Common Stock) was automatically cancelled, extinguished and converted into the right to receive $3.74, without interest thereon and less any required withholding taxes.

Row 2 · 2023-12-22 · Disposition to issuer · Disposed 76,360 · Balance 0

F2: Pursuant to the Merger Agreement each award of time-based restricted stock units of the Company (each, a Company RSU) that was (i) outstanding and vested as of immediately prior to December 22, 2023 (the Effective Time) or the vesting of which accelerated at the Effective Time, or (ii) outstanding as of immediately prior to the Effective Time and held by a non-employee director of the Company or held by a former service provider to the Company (whether vested or unvested), was, at the Effective Time, cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (x) the aggregate number of shares of Common Stock subject to such Company RSU as of immediately prior to the Effective Time and (y) $3.74.

Class A Common StockSEC Table I · non-derivativeIndirectBy CFI Sponsor, LLC0 Reported balance After 2023-12-22 transaction · row 3 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 3 · 2023-12-22 · Disposition to issuer · Disposed 762,500 · Balance 0

F1: Pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated October 3, 2023, by and among the LiveVox Holdings, Inc., a Delaware corporation (the Company), inContact, Inc., a Delaware corporation (Parent), Laser Bridge Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Parent (Merger Subsidiary), and NICE Ltd., a company organized under the laws of the State of Israel (NICE), each share of Class A common stock, par value $0.0001, of the Company (the Company Common Stock) was automatically cancelled, extinguished and converted into the right to receive $3.74, without interest thereon and less any required withholding taxes.

F3: CCGH Legacy Assets, LLC, Beyer Family Interests LLC and TSJD Family LLC are managing members of CFI Sponsor LLC. CCGH Legacy Assets, LLC delegated any of its voting and investment power over the issuer's securities to Mark Attanasio and Jean-Marc Chapus. Robert D. Beyer is a managing member of Beyer Family Interests LLC. Todd M. Purdy is a managing member of TSJD Family LLC. As such, each of Beyer Family Interests LLC, TSJD Family LLC and Messrs. Attanasio, Chapus, Beyer and Purdy may be deemed to have or share beneficial ownership of the shares held directly by CFI Sponsor LLC. Each of the foregoing disclaims beneficial ownership of the shares held by CFI Sponsor LLC, except to the extent of respective pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated October 3, 2023, by and among the LiveVox Holdings, Inc., a Delaware corporation (the Company), inContact, Inc., a Delaware corporation (Parent), Laser Bridge Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Parent (Merger Subsidiary), and NICE Ltd., a company organized under the laws of the State of Israel (NICE), each share of Class A common stock, par value $0.0001, of the Company (the Company Common Stock) was automatically cancelled, extinguished and converted into the right to receive $3.74, without interest thereon and less any required withholding taxes.

F2: Pursuant to the Merger Agreement each award of time-based restricted stock units of the Company (each, a Company RSU) that was (i) outstanding and vested as of immediately prior to December 22, 2023 (the Effective Time) or the vesting of which accelerated at the Effective Time, or (ii) outstanding as of immediately prior to the Effective Time and held by a non-employee director of the Company or held by a former service provider to the Company (whether vested or unvested), was, at the Effective Time, cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (x) the aggregate number of shares of Common Stock subject to such Company RSU as of immediately prior to the Effective Time and (y) $3.74.

F3: CCGH Legacy Assets, LLC, Beyer Family Interests LLC and TSJD Family LLC are managing members of CFI Sponsor LLC. CCGH Legacy Assets, LLC delegated any of its voting and investment power over the issuer's securities to Mark Attanasio and Jean-Marc Chapus. Robert D. Beyer is a managing member of Beyer Family Interests LLC. Todd M. Purdy is a managing member of TSJD Family LLC. As such, each of Beyer Family Interests LLC, TSJD Family LLC and Messrs. Attanasio, Chapus, Beyer and Purdy may be deemed to have or share beneficial ownership of the shares held directly by CFI Sponsor LLC. Each of the foregoing disclaims beneficial ownership of the shares held by CFI Sponsor LLC, except to the extent of respective pecuniary interest therein.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 28, 2026 Filed Aug 29, 2026 01:48 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 501 $53.09 $26,598.09
Disclosure

SEC source: 0001214659-26-011102 · marketforms-73852.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,257

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
May 29, 2026 Filed May 30, 2026 01:09 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 501 $52.72 $26,412.72
Disclosure

SEC source: 0001214659-26-006935 · marketforms-73302.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,756

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
March 26, 2026 Filed Mar 28, 2026 01:23 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 5,461 $40.28 $219,969.08
Disclosure

SEC source: 0001214659-26-003946 · marketforms-72782.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,255

F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
February 27, 2026 Filed Feb 28, 2026 02:16 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 540 $44.40 $23,976.00
Disclosure

SEC source: 0001214659-26-002636 · marketforms-72361.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,794

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
November 26, 2025 Filed Nov 29, 2025 02:00 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 416 $57.23 $23,807.68
Disclosure

SEC source: 0001214659-25-017356 · marketforms-71366.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,253

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
August 29, 2025 Filed Aug 30, 2025 00:33 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 365 $64.85 $23,670.25
Disclosure

SEC source: 0001214659-25-013126 · marketforms-70474.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,837

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
May 29, 2025 Filed May 31, 2025 00:17 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 475 $49.41 $23,469.75
Disclosure

SEC source: 0001214659-25-008595 · marketforms-69737.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,472

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
March 27, 2025 Filed Mar 29, 2025 00:01 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 4,047 $54.35 $219,954.45
Disclosure

SEC source: 0001214659-25-004995 · marketforms-69043.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,997

F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 02:36 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 335 $64.86 $21,728.10
Disclosure

SEC source: 0001214659-25-003587 · marketforms-68500.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,950

F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

Read SEC document
November 27, 2024 Filed Nov 29, 2024 23:00 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 240 $78.93 $18,943.20
Disclosure

SEC source: 0001214659-24-019793 · marketforms-67415.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,615

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

F1 · shares: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
October 31, 2024 Filed Nov 1, 2024 01:09 UTC Jefferies Financial Group Inc. JEF · Entity 3502 SaleCommon Stock 46,200 $64.07 $2,960,200.32
Disclosure

SEC source: 0001214659-24-018233 · marketforms-67246.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,375

F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.65 to $64.58 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price.

Read SEC document
August 30, 2024 Filed Aug 30, 2024 20:52 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 314 $59.95 $18,824.30
Disclosure

SEC source: 0001214659-24-015800 · marketforms-66875.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,575

F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

Read SEC document
May 30, 2024 Filed Jun 1, 2024 01:24 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 350 $45.79 $16,026.50
Disclosure

SEC source: 0001214659-24-010388 · marketforms-66134.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,260

F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

Read SEC document
March 28, 2024 Filed Mar 29, 2024 01:04 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 4,648 $44.10 $204,976.80
Disclosure

SEC source: 0001214659-24-005536 · marketforms-65405.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145,910

F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
February 27, 2024 Filed Feb 28, 2024 23:29 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 352 $41.26 $14,523.52
Disclosure

SEC source: 0001214659-24-003690 · marketforms-64843.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,262

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

F1 · shares: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
December 22, 2023 Filed Dec 26, 2023 16:22 UTC LiveVox Holdings, Inc. LVOX · Entity 95827 Disposition to issuerClass A Common Stock 762,500 $3.74 $2,851,750.00
Disclosure

SEC source: 0001723648-23-000091 · wk-form4_1703625723.xml · nonDerivative · entry 3

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By CFI Sponsor, LLC

Disclosed balance after: 0

F1 · price: Pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated October 3, 2023, by and among the LiveVox Holdings, Inc., a Delaware corporation (the Company), inContact, Inc., a Delaware corporation (Parent), Laser Bridge Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Parent (Merger Subsidiary), and NICE Ltd., a company organized under the laws of the State of Israel (NICE), each share of Class A common stock, par value $0.0001, of the Company (the Company Common Stock) was automatically cancelled, extinguished and converted into the right to receive $3.74, without interest thereon and less any required withholding taxes.

F3 · ownership.nature: CCGH Legacy Assets, LLC, Beyer Family Interests LLC and TSJD Family LLC are managing members of CFI Sponsor LLC. CCGH Legacy Assets, LLC delegated any of its voting and investment power over the issuer's securities to Mark Attanasio and Jean-Marc Chapus. Robert D. Beyer is a managing member of Beyer Family Interests LLC. Todd M. Purdy is a managing member of TSJD Family LLC. As such, each of Beyer Family Interests LLC, TSJD Family LLC and Messrs. Attanasio, Chapus, Beyer and Purdy may be deemed to have or share beneficial ownership of the shares held directly by CFI Sponsor LLC. Each of the foregoing disclaims beneficial ownership of the shares held by CFI Sponsor LLC, except to the extent of respective pecuniary interest therein.

Read SEC document
December 22, 2023 Filed Dec 26, 2023 16:22 UTC LiveVox Holdings, Inc. LVOX · Entity 95827 Disposition to issuerClass A Common Stock 76,360 $3.74 $285,586.40
Disclosure

SEC source: 0001723648-23-000091 · wk-form4_1703625723.xml · nonDerivative · entry 2

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · price: Pursuant to the Merger Agreement each award of time-based restricted stock units of the Company (each, a Company RSU) that was (i) outstanding and vested as of immediately prior to December 22, 2023 (the Effective Time) or the vesting of which accelerated at the Effective Time, or (ii) outstanding as of immediately prior to the Effective Time and held by a non-employee director of the Company or held by a former service provider to the Company (whether vested or unvested), was, at the Effective Time, cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (x) the aggregate number of shares of Common Stock subject to such Company RSU as of immediately prior to the Effective Time and (y) $3.74.

Read SEC document
December 22, 2023 Filed Dec 26, 2023 16:22 UTC LiveVox Holdings, Inc. LVOX · Entity 95827 Disposition to issuerClass A Common Stock 103,056 $3.74 $385,429.44
Disclosure

SEC source: 0001723648-23-000091 · wk-form4_1703625723.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,360

F1 · price: Pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated October 3, 2023, by and among the LiveVox Holdings, Inc., a Delaware corporation (the Company), inContact, Inc., a Delaware corporation (Parent), Laser Bridge Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Parent (Merger Subsidiary), and NICE Ltd., a company organized under the laws of the State of Israel (NICE), each share of Class A common stock, par value $0.0001, of the Company (the Company Common Stock) was automatically cancelled, extinguished and converted into the right to receive $3.74, without interest thereon and less any required withholding taxes.

Read SEC document
November 28, 2023 Filed Dec 1, 2023 01:31 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 416 $34.63 $14,406.08
Disclosure

SEC source: 0001214659-23-015828 · marketforms-63609.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,910

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

F1 · shares: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
August 25, 2023 Filed Aug 26, 2023 00:42 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 411 $34.73 $14,274.03
Disclosure

SEC source: 0001214659-23-011715 · marketforms-62338.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,494

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

F1 · shares: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
June 16, 2023 Filed Jun 21, 2023 16:15 UTC LiveVox Holdings, Inc. LVOX · Entity 95827 GrantClass A Common Stock 66,360 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-038778 · doc4.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,416

F1 · shares: The reported securities are restricted stock units ("RSUs"), each of which represents a contingent right to receive one share of Common Stock of LiveVox Holdings, Inc. 100% of the RSUs vest on June 15, 2024.

Read SEC document
May 26, 2023 Filed May 31, 2023 00:39 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 464 $30.51 $14,156.64
Disclosure

SEC source: 0001214659-23-008071 · marketforms-61666.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,083

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

F1 · shares: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
March 29, 2023 Filed Mar 31, 2023 00:56 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 6,583 $31.14 $204,994.62
Disclosure

SEC source: 0001214659-23-004534 · marketforms-61114.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,619

F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
February 24, 2023 Filed Feb 28, 2023 23:39 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 321 $37.67 $12,092.07
Disclosure

SEC source: 0001214659-23-003283 · marketforms-59637.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 133,036

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

F1 · shares: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
November 29, 2022 Filed Dec 2, 2022 01:01 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 321 $37.32 $11,979.72
Disclosure

SEC source: 0001214659-22-014412 · marketforms-57735.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,715

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

F1 · shares: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
August 26, 2022 Filed Aug 27, 2022 01:44 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 366 $32.40 $11,858.40
Disclosure

SEC source: 0001214659-22-010617 · marketforms-57000.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,394

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

F1 · shares: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
August 05, 2022 Filed Aug 9, 2022 16:15 UTC LiveVox Holdings, Inc. LVOX · Entity 95827 GrantCommon Stock 83,056 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-044978 · doc4.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113,056

F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Common Stock of LiveVox Holdings, Inc.

F2 · shares: The RSUs will vest in full on 6/16/23, subject to the reporting person's continued service through such date.

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June 28, 2022 Filed Jun 30, 2022 20:20 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 265 $28.25 $7,486.25
Disclosure

SEC source: 0001214659-22-008484 · marketforms-56562.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,028

F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

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May 27, 2022 Filed May 28, 2022 00:41 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 355 $32.95 $11,697.25
Disclosure

SEC source: 0001214659-22-007540 · marketforms-56382.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 131,763

F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

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March 29, 2022 Filed Mar 31, 2022 20:24 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 5,697 $33.35 $189,994.95
Disclosure

SEC source: 0001214659-22-004585 · marketforms-55921.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 131,409

F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

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February 25, 2022 Filed Mar 2, 2022 02:02 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 275 $36.02 $9,905.50
Disclosure

SEC source: 0001214659-22-003485 · marketforms-55599.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,712

F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

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November 29, 2021 Filed Dec 1, 2021 21:20 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 213 $38.37 $8,172.81
Disclosure

SEC source: 0001214659-21-012434 · marketforms-54413.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,437

F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

Read SEC document
August 27, 2021 Filed Sep 1, 2021 00:52 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 216 $37.64 $8,130.24
Disclosure

SEC source: 0001214659-21-009190 · marketforms-53693.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,224

F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

Read SEC document
August 18, 2021 Filed Aug 20, 2021 16:19 UTC LiveVox Holdings, Inc. LVOX · Entity 95827 GrantCommon Stock 30,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-052763 · doc4.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,000

F1 · shares: The reported securities are restricted stock units which vest one third annually on each of June 21, 2022, June 21, 2023 and June 21, 2024.

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June 18, 2021 Filed Jun 22, 2021 16:01 UTC LiveVox Holdings, Inc. LVOX · Entity 95827 GrantLock-up Shares · Derivative 2,487,500 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-025268 · doc4.xml · derivative · entry 5

CFI Sponsor LLC · CIK 0001727828 · Director

Purdy Todd M. · CIK 0001758263 · Director

BEYER ROBERT D · CIK 0001188302 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,487,500

Underlying: Class A common stock · 2,487,500 shares

Expires not disclosed

F2 · derivative.exercise_price: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F2 · price: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F2 · derivative.exercise_date: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F2 · derivative.expiration_date: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F1 · ownership.direct: CFI Sponsor LLC is the record holder of the shares reported herein. CCGH Legacy Assets, LLC, Beyer Family Interests LLC and TSJD Family LLC are managing members of CFI Sponsor LLC. CCGH Legacy Assets, LLC delegated any of its voting and investment power over the issuer's securities to Mark Attanasio and Jean-Marc Chapus. Robert B. Beyer is a managing member of Beyer Family Interests LLC. Todd M. Purdy is a managing member of TSJD Family LLC. As such, each of Beyer Family Interests LLC, TSJD Fmaily LLC and Messrs. Attanasio, Chapus, Beyer and Purdy may be deemed to have or share beneficial ownership of the shares held directly by CFI Sponsor LLC. Each of the foregoing disclaims beneficial ownership of the shares held by CFI Sponsor LLC, except to the extent of respective pecuniary interest therein.

Read SEC document
June 18, 2021 Filed Jun 22, 2021 16:01 UTC LiveVox Holdings, Inc. LVOX · Entity 95827 ConversionClass F common stock · Derivative 3,250,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-025268 · doc4.xml · derivative · entry 4

CFI Sponsor LLC · CIK 0001727828 · Director

Purdy Todd M. · CIK 0001758263 · Director

BEYER ROBERT D · CIK 0001188302 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A common stock · 3,250,000 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.

F2 · derivative.exercise_price: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F2 · price: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F2 · derivative.exercise_date: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F2 · derivative.expiration_date: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F1 · ownership.direct: CFI Sponsor LLC is the record holder of the shares reported herein. CCGH Legacy Assets, LLC, Beyer Family Interests LLC and TSJD Family LLC are managing members of CFI Sponsor LLC. CCGH Legacy Assets, LLC delegated any of its voting and investment power over the issuer's securities to Mark Attanasio and Jean-Marc Chapus. Robert B. Beyer is a managing member of Beyer Family Interests LLC. Todd M. Purdy is a managing member of TSJD Family LLC. As such, each of Beyer Family Interests LLC, TSJD Fmaily LLC and Messrs. Attanasio, Chapus, Beyer and Purdy may be deemed to have or share beneficial ownership of the shares held directly by CFI Sponsor LLC. Each of the foregoing disclaims beneficial ownership of the shares held by CFI Sponsor LLC, except to the extent of respective pecuniary interest therein.

Read SEC document
June 18, 2021 Filed Jun 22, 2021 16:01 UTC LiveVox Holdings, Inc. LVOX · Entity 95827 Disposition to issuerClass F common stock · Derivative 2,925,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-025268 · doc4.xml · derivative · entry 3

CFI Sponsor LLC · CIK 0001727828 · Director

Purdy Todd M. · CIK 0001758263 · Director

BEYER ROBERT D · CIK 0001188302 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,250,000

Underlying: Class A common stock · 2,925,000 shares

Expires not disclosed

F2 · derivative.exercise_price: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F2 · price: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F2 · derivative.exercise_date: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F2 · derivative.expiration_date: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F1 · ownership.direct: CFI Sponsor LLC is the record holder of the shares reported herein. CCGH Legacy Assets, LLC, Beyer Family Interests LLC and TSJD Family LLC are managing members of CFI Sponsor LLC. CCGH Legacy Assets, LLC delegated any of its voting and investment power over the issuer's securities to Mark Attanasio and Jean-Marc Chapus. Robert B. Beyer is a managing member of Beyer Family Interests LLC. Todd M. Purdy is a managing member of TSJD Family LLC. As such, each of Beyer Family Interests LLC, TSJD Fmaily LLC and Messrs. Attanasio, Chapus, Beyer and Purdy may be deemed to have or share beneficial ownership of the shares held directly by CFI Sponsor LLC. Each of the foregoing disclaims beneficial ownership of the shares held by CFI Sponsor LLC, except to the extent of respective pecuniary interest therein.

Read SEC document
June 18, 2021 Filed Jun 22, 2021 16:01 UTC LiveVox Holdings, Inc. LVOX · Entity 95827 Disposition to issuerClass A common stock 2,487,500 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-025268 · doc4.xml · nonDerivative · entry 2

CFI Sponsor LLC · CIK 0001727828 · Director

Purdy Todd M. · CIK 0001758263 · Director

BEYER ROBERT D · CIK 0001188302 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 762,500

F2 · price: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F1 · ownership.direct: CFI Sponsor LLC is the record holder of the shares reported herein. CCGH Legacy Assets, LLC, Beyer Family Interests LLC and TSJD Family LLC are managing members of CFI Sponsor LLC. CCGH Legacy Assets, LLC delegated any of its voting and investment power over the issuer's securities to Mark Attanasio and Jean-Marc Chapus. Robert B. Beyer is a managing member of Beyer Family Interests LLC. Todd M. Purdy is a managing member of TSJD Family LLC. As such, each of Beyer Family Interests LLC, TSJD Fmaily LLC and Messrs. Attanasio, Chapus, Beyer and Purdy may be deemed to have or share beneficial ownership of the shares held directly by CFI Sponsor LLC. Each of the foregoing disclaims beneficial ownership of the shares held by CFI Sponsor LLC, except to the extent of respective pecuniary interest therein.

Read SEC document
June 18, 2021 Filed Jun 22, 2021 16:01 UTC LiveVox Holdings, Inc. LVOX · Entity 95827 ConversionClass A common stock 3,250,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-025268 · doc4.xml · nonDerivative · entry 1

CFI Sponsor LLC · CIK 0001727828 · Director

Purdy Todd M. · CIK 0001758263 · Director

BEYER ROBERT D · CIK 0001188302 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,250,000

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.

F2 · price: On June 18, 2021, the issuer consummated its initial business combination (the "Business Combination"). In connection with and at the time of the closing of the Businsess Combination, (i) each share of Class F common stock of the issuer automatically converted into one share of Class A common stock, (ii) CFI Sponsor LLC forfeited 2,925,000 of such shares, and (iii) CFI Sponsor LLC placed 2,487,500 of such shares into escrow with 725,000, 781,250 and 981,250 of such shares to be released if the volume weighted average share price of the issuer's Class A common stock equals or exceeds $12.50, $15.00 and $17.50, respectively, per share for 20 of any 30 consecutive trading days, and any such shares not released from escrow by the 7th anniversary of the closing of the Business Combination will be forfeited and canceled.

F1 · ownership.direct: CFI Sponsor LLC is the record holder of the shares reported herein. CCGH Legacy Assets, LLC, Beyer Family Interests LLC and TSJD Family LLC are managing members of CFI Sponsor LLC. CCGH Legacy Assets, LLC delegated any of its voting and investment power over the issuer's securities to Mark Attanasio and Jean-Marc Chapus. Robert B. Beyer is a managing member of Beyer Family Interests LLC. Todd M. Purdy is a managing member of TSJD Family LLC. As such, each of Beyer Family Interests LLC, TSJD Fmaily LLC and Messrs. Attanasio, Chapus, Beyer and Purdy may be deemed to have or share beneficial ownership of the shares held directly by CFI Sponsor LLC. Each of the foregoing disclaims beneficial ownership of the shares held by CFI Sponsor LLC, except to the extent of respective pecuniary interest therein.

Read SEC document
May 28, 2021 Filed Jun 3, 2021 01:36 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 482 $32.13 $15,486.66
Disclosure

SEC source: 0001214659-21-006256 · marketforms-53026.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,008

F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

F1 · shares: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.

F2 · shares: Includes conversion of deferred cash into deferred shares, which deferred cash was granted as a dividend equivalent for the dividends payable on November 25, 2020 and February 26, 2021.

Read SEC document
March 26, 2021 Filed Mar 30, 2021 21:34 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 6,109 $31.10 $189,989.90
Disclosure

SEC source: 0001214659-21-003634 · marketforms-52154.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 124,526

F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
August 28, 2020 Filed Sep 1, 2020 23:00 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 217 $17.79 $3,860.43
Disclosure

SEC source: 0001214659-20-007608 · marketforms-49563.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 118,417

F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

Read SEC document
August 28, 2020 Filed Dec 7, 2020 19:03 UTC Amendment Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 217 $17.79 $3,860.43
Disclosure

SEC source: 0001214659-20-010215 · marketforms-50552.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 118,417

F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

Read SEC document
May 29, 2020 Filed May 29, 2020 23:00 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 261 $14.65 $3,823.65
Disclosure

SEC source: 0001214659-20-005222 · marketforms-48929.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 118,200

F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

Read SEC document
April 17, 2020 Filed Apr 20, 2020 22:00 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 14,393 $13.20 $189,987.60
Disclosure

SEC source: 0001214659-20-003539 · marketforms-48592.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 117,939

F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Directors' Stock Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

Read SEC document
February 28, 2020 Filed Feb 28, 2020 22:14 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 84 $19.71 $1,655.64
Disclosure

SEC source: 0001214659-20-001979 · marketforms-48010.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 103,546

F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

Read SEC document
November 29, 2019 Filed Dec 3, 2019 00:00 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 65 $20.90 $1,358.50
Disclosure

SEC source: 0001214659-19-007541 · marketforms-46769.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 103,462

F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

Read SEC document
October 11, 2019 Filed Oct 16, 2019 22:45 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 701 $18.07 $12,667.07
Disclosure

SEC source: 0001214659-19-006509 · marketforms-45949.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 103,397

F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

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August 30, 2019 Filed Sep 4, 2019 22:00 UTC Jefferies Financial Group Inc. JEF · Entity 3502 GrantCommon Stock 68 $18.64 $1,267.52
Disclosure

SEC source: 0001214659-19-005642 · marketforms-45666.xml · nonDerivative · entry 1

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,696

F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934.

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June 03, 2019 Filed Jun 4, 2019 21:31 UTC KROGER CO KR · Entity 100 GrantPhantom Stock - Incentive Shares · Derivative 43.892 $22.96 Strike: $0.00 $1,007.76
Disclosure

SEC source: 0001209191-19-034444 · doc4.xml · derivative · entry 2

BEYER ROBERT D · CIK 0001188302 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,242.115

Underlying: Common Stock · 43.892 shares

Expires not disclosed

F1 · derivative.exercise_price: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account.

F2 · shares: Represents phantom stock acquired in dividend reinvestment transactions under a deferred compensation plan of The Kroger Co.

F3 · derivative.exercise_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co.

F3 · derivative.expiration_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co.

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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.