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person · Reporting owner

Asmar Christian

Disclosed activity across 5 companies

Tapewire entity
21177
SEC CIK
0001787532

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
ENVESTNET, INC.ENV · Entity 85670DirectorNovember 25, 2024November 25, 2024
MARRIOTT VACATIONS WORLDWIDE CorpVAC · Entity 4144Director · 10% ownerAugust 19, 2026August 20, 2026
WEX Inc.WEX · Entity 2285DirectorSeptember 30, 2026October 03, 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.

ENVESTNET, INC.

Report date November 25, 2024 · Filed November 25, 2024

Jointly reported with Wolfe Lauren Taylor, Impactive Capital LP, Impactive Capital LLC

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectSee Footnote0 Reported balance After 2024-11-25 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2024-11-25 · Disposition to issuer · Disposed 4,188,871 · Balance 0

F1: This Form 4 is filed jointly by Impactive Capital LP ("Impactive Capital"), Impactive Capital LLC ("Impactive GP"), Christian Asmar and Lauren Taylor Wolfe (collectively, the "Reporting Persons"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of her, his or its pecuniary interest therein.

F2: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the Reporting Persons was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price").

F3: Includes 4,239 shares of Common Stock underlying restricted share units not subject to performance-based requirements ("RSUs"). Pursuant to the Merger Agreement, each RSU was, at the Effective Time, cancelled and converted into a right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to the (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time.

F4: Because Ms. Taylor Wolfe served on the board of directors (the "Board") of the Issuer as a representative of Impactive Capital and its affiliates, Impactive Capital was entitled to receive the direct economic interest in securities granted to Ms. Taylor Wolfe by the Issuer in respect of Ms. Taylor Wolfe's Board position. Ms. Taylor Wolfe disclaims beneficial ownership of the Issuer's securities to which this report relates and at no time has Ms. Taylor Wolfe had any economic interest in such securities except any indirect economic interest through Impactive Capital and its affiliates.

F5: The securities reported herein were held directly by certain funds and/or accounts (the "Impactive Funds"). Pursuant to an Investment Management Agreement, the Impactive Funds delegated all voting and investment power over the securities directly held by the Impactive Funds and their general partners to Impactive Capital, which serves as the investment manager of the Impactive Funds. Impactive GP, as the general partner of Impactive Capital, and each of Mr. Asmar and Ms. Taylor Wolfe, as Managing Members of Impactive GP, may have been deemed to exercise voting and investment power over such securities. The Impactive Funds specifically disclaimed beneficial ownership of such securities by virtue of their inability to vote or dispose of such securities as a result of such delegation to Impactive Capital.

Filing footnotes · ownership attribution and instrument terms

F1: This Form 4 is filed jointly by Impactive Capital LP ("Impactive Capital"), Impactive Capital LLC ("Impactive GP"), Christian Asmar and Lauren Taylor Wolfe (collectively, the "Reporting Persons"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of her, his or its pecuniary interest therein.

F2: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the Reporting Persons was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price").

F3: Includes 4,239 shares of Common Stock underlying restricted share units not subject to performance-based requirements ("RSUs"). Pursuant to the Merger Agreement, each RSU was, at the Effective Time, cancelled and converted into a right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to the (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time.

F4: Because Ms. Taylor Wolfe served on the board of directors (the "Board") of the Issuer as a representative of Impactive Capital and its affiliates, Impactive Capital was entitled to receive the direct economic interest in securities granted to Ms. Taylor Wolfe by the Issuer in respect of Ms. Taylor Wolfe's Board position. Ms. Taylor Wolfe disclaims beneficial ownership of the Issuer's securities to which this report relates and at no time has Ms. Taylor Wolfe had any economic interest in such securities except any indirect economic interest through Impactive Capital and its affiliates.

F5: The securities reported herein were held directly by certain funds and/or accounts (the "Impactive Funds"). Pursuant to an Investment Management Agreement, the Impactive Funds delegated all voting and investment power over the securities directly held by the Impactive Funds and their general partners to Impactive Capital, which serves as the investment manager of the Impactive Funds. Impactive GP, as the general partner of Impactive Capital, and each of Mr. Asmar and Ms. Taylor Wolfe, as Managing Members of Impactive GP, may have been deemed to exercise voting and investment power over such securities. The Impactive Funds specifically disclaimed beneficial ownership of such securities by virtue of their inability to vote or dispose of such securities as a result of such delegation to Impactive Capital.

MARRIOTT VACATIONS WORLDWIDE Corp

Report date August 19, 2026 · Filed August 20, 2026

Jointly reported with Impactive Capital LP, Impactive Capital LLC, Wolfe Lauren Taylor

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, par value $0.01 per shareSEC Table I · non-derivativeIndirectSee footnote3,380,818 Reported balance After 2026-08-19 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2026-08-19 · Sale · Disposed 750,000 · Balance 3,380,818

F1: This Form 4 is filed jointly by Impactive Capital LP ("Impactive Capital"), Impactive Capital LLC ("Impactive GP"), Christian Asmar and Lauren Taylor Wolfe (collectively, the "Reporting Persons"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of her, his or its pecuniary interest therein.

F2: The securities of Marriott Vacations Worldwide Corporation (the "Issuer") reported herein are held directly by certain funds and/or accounts (the "Impactive Funds"). Pursuant to an Investment Management Agreement, the Impactive Funds have delegated all voting and investment power over the securities directly held by the Impactive Funds and their general partners to Impactive Capital, which serves as the investment manager of the Impactive Funds. Impactive GP, as the general partner of Impactive Capital, and each of Mr. Asmar and Ms. Taylor Wolfe, as Managing Members of Impactive GP, may be deemed to exercise voting and investment power over such securities. The Impactive Funds specifically disclaim beneficial ownership of such securities by virtue of their inability to vote or dispose of such securities as a result of such delegation to Impactive Capital.

Filing footnotes · ownership attribution and instrument terms

F1: This Form 4 is filed jointly by Impactive Capital LP ("Impactive Capital"), Impactive Capital LLC ("Impactive GP"), Christian Asmar and Lauren Taylor Wolfe (collectively, the "Reporting Persons"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of her, his or its pecuniary interest therein.

F2: The securities of Marriott Vacations Worldwide Corporation (the "Issuer") reported herein are held directly by certain funds and/or accounts (the "Impactive Funds"). Pursuant to an Investment Management Agreement, the Impactive Funds have delegated all voting and investment power over the securities directly held by the Impactive Funds and their general partners to Impactive Capital, which serves as the investment manager of the Impactive Funds. Impactive GP, as the general partner of Impactive Capital, and each of Mr. Asmar and Ms. Taylor Wolfe, as Managing Members of Impactive GP, may be deemed to exercise voting and investment power over such securities. The Impactive Funds specifically disclaim beneficial ownership of such securities by virtue of their inability to vote or dispose of such securities as a result of such delegation to Impactive Capital.

WEX Inc.

Report date September 30, 2026 · Filed October 03, 2026

Jointly reported with Wolfe Lauren Taylor, Impactive Capital LP, Impactive Capital LLC

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectSee Footnote1,707,457 Reported balance After 2026-09-30 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2026-09-30 · Grant · Acquired 125 · Balance 1,707,457

F1: This Form 4 is filed jointly by Impactive Capital LP ("Impactive Capital"), Impactive Capital LLC ("Impactive GP"), Christian Asmar and Lauren Taylor Wolfe (collectively, the "Reporting Persons"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of her, his or its pecuniary interest therein.

F2: This Common Stock is represented by Restricted Stock Units granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan (as defined in the 2025 WEX Inc. Proxy Statement filed on April 17, 2025) in lieu of the annual cash retainer. This was deferred in accordance with WEX Inc.'s Non-Employee Directors Deferred Compensation Plan. Each Restricted Stock Unit is payable in one share of WEX Inc. (the "Issuer") Common Stock 200 days immediately following the date upon which Ms. Taylor Wolfe's service as a member of the board of directors (the "Board") of the Issuer terminates for any reason.

F3: Because Ms. Taylor Wolfe serves on the Board of the Issuer as a representative of Impactive Capital and its affiliates, Impactive Capital is entitled to receive the direct economic interest in securities granted to Ms. Taylor Wolfe by the Issuer in respect of Ms. Taylor Wolfe's Board position. Ms. Taylor Wolfe disclaims beneficial ownership of the Issuer's securities to which this report relates and at no time has Ms. Taylor Wolfe had any economic interest in such securities except any indirect economic interest through Impactive Capital and its affiliates.

Filing footnotes · ownership attribution and instrument terms

F1: This Form 4 is filed jointly by Impactive Capital LP ("Impactive Capital"), Impactive Capital LLC ("Impactive GP"), Christian Asmar and Lauren Taylor Wolfe (collectively, the "Reporting Persons"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of her, his or its pecuniary interest therein.

F2: This Common Stock is represented by Restricted Stock Units granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan (as defined in the 2025 WEX Inc. Proxy Statement filed on April 17, 2025) in lieu of the annual cash retainer. This was deferred in accordance with WEX Inc.'s Non-Employee Directors Deferred Compensation Plan. Each Restricted Stock Unit is payable in one share of WEX Inc. (the "Issuer") Common Stock 200 days immediately following the date upon which Ms. Taylor Wolfe's service as a member of the board of directors (the "Board") of the Issuer terminates for any reason.

F3: Because Ms. Taylor Wolfe serves on the Board of the Issuer as a representative of Impactive Capital and its affiliates, Impactive Capital is entitled to receive the direct economic interest in securities granted to Ms. Taylor Wolfe by the Issuer in respect of Ms. Taylor Wolfe's Board position. Ms. Taylor Wolfe disclaims beneficial ownership of the Issuer's securities to which this report relates and at no time has Ms. Taylor Wolfe had any economic interest in such securities except any indirect economic interest through Impactive Capital and its affiliates.

Past disclosures · reporting ended (2)

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

ASBURY AUTOMOTIVE GROUP INC

Report date August 14, 2024 · Filed August 17, 2024

Jointly reported with Impactive Capital LP, Impactive Capital LLC, Wolfe Lauren Taylor

Section 16 reporting ended · disclosed 2024-08-17. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectSee Footnote1,996,002 Last balance in matching sequence After 2024-08-15 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rows

Row 1 · 2024-08-14 · Sale · Disposed 8,353 · Balance 2,008,649

F1: This Form 4 is filed jointly by Impactive Capital LP ("Impactive Capital"), Impactive Capital LLC ("Impactive GP"), Christian Asmar and Lauren Taylor Wolfe (collectively, the "Reporting Persons"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of her, his or its pecuniary interest therein.

F2: The securities of Asbury Automative Group, Inc. (the "Issuer") reported herein are held directly by certain funds and/or accounts (the "Impactive Funds"). Pursuant to an Investment Management Agreement, the Impactive Funds have delegated all voting and investment power over the securities directly held by the Impactive Funds and their general partners to Impactive Capital, which serves as the investment manager of the Impactive Funds. Impactive GP, as the general partner of Impactive Capital, and each of Mr. Asmar and Ms. Taylor Wolfe, as Managing Members of Impactive GP, may be deemed to exercise voting and investment power over such securities. The Impactive Funds specifically disclaim beneficial ownership of such securities by virtue of their inability to vote or dispose of such securities as a result of such delegation to Impactive Capital.

Row 2 · 2024-08-15 · Sale · Disposed 12,647 · Balance 1,996,002

F1: This Form 4 is filed jointly by Impactive Capital LP ("Impactive Capital"), Impactive Capital LLC ("Impactive GP"), Christian Asmar and Lauren Taylor Wolfe (collectively, the "Reporting Persons"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of her, his or its pecuniary interest therein.

F3: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $232.3044 to $232.5313 per share. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer or the staff of the of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

F2: The securities of Asbury Automative Group, Inc. (the "Issuer") reported herein are held directly by certain funds and/or accounts (the "Impactive Funds"). Pursuant to an Investment Management Agreement, the Impactive Funds have delegated all voting and investment power over the securities directly held by the Impactive Funds and their general partners to Impactive Capital, which serves as the investment manager of the Impactive Funds. Impactive GP, as the general partner of Impactive Capital, and each of Mr. Asmar and Ms. Taylor Wolfe, as Managing Members of Impactive GP, may be deemed to exercise voting and investment power over such securities. The Impactive Funds specifically disclaim beneficial ownership of such securities by virtue of their inability to vote or dispose of such securities as a result of such delegation to Impactive Capital.

Filing footnotes · ownership attribution and instrument terms

F1: This Form 4 is filed jointly by Impactive Capital LP ("Impactive Capital"), Impactive Capital LLC ("Impactive GP"), Christian Asmar and Lauren Taylor Wolfe (collectively, the "Reporting Persons"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of her, his or its pecuniary interest therein.

F2: The securities of Asbury Automative Group, Inc. (the "Issuer") reported herein are held directly by certain funds and/or accounts (the "Impactive Funds"). Pursuant to an Investment Management Agreement, the Impactive Funds have delegated all voting and investment power over the securities directly held by the Impactive Funds and their general partners to Impactive Capital, which serves as the investment manager of the Impactive Funds. Impactive GP, as the general partner of Impactive Capital, and each of Mr. Asmar and Ms. Taylor Wolfe, as Managing Members of Impactive GP, may be deemed to exercise voting and investment power over such securities. The Impactive Funds specifically disclaim beneficial ownership of such securities by virtue of their inability to vote or dispose of such securities as a result of such delegation to Impactive Capital.

F3: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $232.3044 to $232.5313 per share. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer or the staff of the of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

AVID TECHNOLOGY, INC.

Report date November 07, 2023 · Filed November 07, 2023

Jointly reported with Impactive Capital LP, Impactive Capital GP LLC, Impactive Capital LLC, Wolfe Lauren Taylor

Section 16 reporting ended · disclosed 2023-11-07. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Last balance in matching sequence After 2023-11-07 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rows

Row 1 · 2023-11-07 · Disposition to issuer · Disposed 36,577 · Balance 6,203

F4: This Form 4 is filed jointly by Impactive Capital GP LLC ("Impactive GP"), Impactive Capital LP ("Impactive Capital"), Impactive Capital LLC ("Impactive Capital GP"), Lauren Taylor Wolfe and Christian Asmar (collectively, the "Reporting Persons"). Each of the Reporting Persons is a member of a Section 13(d) group that collectively owns more than 10% of the Issuer's outstanding shares of Common Stock. Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of his, her or its pecuniary interest therein.

F1: Pursuant to the Agreement and Plan of Merger, dated as of August 9, 2023 (the "Merger Agreement"), by and among the Issuer, Artisan Bidco, Inc., a Delaware corporation ("Parent"), and Artisan Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), effective November 7, 2023, among other things, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger").

F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock ("Common Stock") issued and outstanding immediately prior to the Effective Time was cancelled and automatically converted into the right to receive $27.05 in cash, subject to any required tax withholding in accordance with the terms of the Merger Agreement.

F5: Because Mr. Asmar serves on the board of directors (the "Board") as a representative of Impactive Capital and its affiliates, Impactive Capital is entitled to receive the direct economic interest in securities granted to Mr. Asmar by the Issuer in respect of Mr. Asmar's Board position. Mr. Asmar disclaims beneficial ownership of the Issuer's securities to which this report relates and at no time has Mr. Asmar had any economic interest in such securities except any indirect economic interest through Impactive Capital and its affiliates.

Row 2 · 2023-11-07 · Disposition to issuer · Disposed 6,203 · Balance 0

F4: This Form 4 is filed jointly by Impactive Capital GP LLC ("Impactive GP"), Impactive Capital LP ("Impactive Capital"), Impactive Capital LLC ("Impactive Capital GP"), Lauren Taylor Wolfe and Christian Asmar (collectively, the "Reporting Persons"). Each of the Reporting Persons is a member of a Section 13(d) group that collectively owns more than 10% of the Issuer's outstanding shares of Common Stock. Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of his, her or its pecuniary interest therein.

F1: Pursuant to the Agreement and Plan of Merger, dated as of August 9, 2023 (the "Merger Agreement"), by and among the Issuer, Artisan Bidco, Inc., a Delaware corporation ("Parent"), and Artisan Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), effective November 7, 2023, among other things, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger").

F3: Pursuant to the Merger Agreement, at the Effective Time, each unvested restricted stock unit ("RSU") award, including each unvested award of performance-based RSUs, was automatically cancelled and converted solely into the contingent right to receive a cash payment equal to the product of (i) the number of RSUs subject to such unvested RSU award immediately prior to the Effective Time multiplied by (ii) $27.05, with such converted cash award generally subject to the same vesting terms and conditions that applied to the corresponding RSU prior to the Effective Time, with payment forfeited to the extent vesting is not satisfied, except if the holder's service is terminated without cause.

F5: Because Mr. Asmar serves on the board of directors (the "Board") as a representative of Impactive Capital and its affiliates, Impactive Capital is entitled to receive the direct economic interest in securities granted to Mr. Asmar by the Issuer in respect of Mr. Asmar's Board position. Mr. Asmar disclaims beneficial ownership of the Issuer's securities to which this report relates and at no time has Mr. Asmar had any economic interest in such securities except any indirect economic interest through Impactive Capital and its affiliates.

Common StockSEC Table I · non-derivativeIndirectSee Footnote0 Reported balance After 2023-11-07 transaction · row 3 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 3 · 2023-11-07 · Disposition to issuer · Disposed 7,131,793 · Balance 0

F4: This Form 4 is filed jointly by Impactive Capital GP LLC ("Impactive GP"), Impactive Capital LP ("Impactive Capital"), Impactive Capital LLC ("Impactive Capital GP"), Lauren Taylor Wolfe and Christian Asmar (collectively, the "Reporting Persons"). Each of the Reporting Persons is a member of a Section 13(d) group that collectively owns more than 10% of the Issuer's outstanding shares of Common Stock. Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of his, her or its pecuniary interest therein.

F1: Pursuant to the Agreement and Plan of Merger, dated as of August 9, 2023 (the "Merger Agreement"), by and among the Issuer, Artisan Bidco, Inc., a Delaware corporation ("Parent"), and Artisan Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), effective November 7, 2023, among other things, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger").

F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock ("Common Stock") issued and outstanding immediately prior to the Effective Time was cancelled and automatically converted into the right to receive $27.05 in cash, subject to any required tax withholding in accordance with the terms of the Merger Agreement.

F6: The securities of the Issuer reported herein are beneficially owned by Impactive GP and Impactive Capital. As the general partner of Impactive Capital, Impactive Capital GP may be deemed to beneficially own the securities of the Issuer beneficially owned by Impactive Capital. As managing members of each of Impactive GP and Impactive Capital GP, each of Ms. Taylor Wolfe and Mr. Asmar may be deemed to beneficially own the securities of the Issuer beneficially owned by Impactive GP and Impactive Capital GP.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Agreement and Plan of Merger, dated as of August 9, 2023 (the "Merger Agreement"), by and among the Issuer, Artisan Bidco, Inc., a Delaware corporation ("Parent"), and Artisan Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), effective November 7, 2023, among other things, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger").

F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock ("Common Stock") issued and outstanding immediately prior to the Effective Time was cancelled and automatically converted into the right to receive $27.05 in cash, subject to any required tax withholding in accordance with the terms of the Merger Agreement.

F3: Pursuant to the Merger Agreement, at the Effective Time, each unvested restricted stock unit ("RSU") award, including each unvested award of performance-based RSUs, was automatically cancelled and converted solely into the contingent right to receive a cash payment equal to the product of (i) the number of RSUs subject to such unvested RSU award immediately prior to the Effective Time multiplied by (ii) $27.05, with such converted cash award generally subject to the same vesting terms and conditions that applied to the corresponding RSU prior to the Effective Time, with payment forfeited to the extent vesting is not satisfied, except if the holder's service is terminated without cause.

F4: This Form 4 is filed jointly by Impactive Capital GP LLC ("Impactive GP"), Impactive Capital LP ("Impactive Capital"), Impactive Capital LLC ("Impactive Capital GP"), Lauren Taylor Wolfe and Christian Asmar (collectively, the "Reporting Persons"). Each of the Reporting Persons is a member of a Section 13(d) group that collectively owns more than 10% of the Issuer's outstanding shares of Common Stock. Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of his, her or its pecuniary interest therein.

F5: Because Mr. Asmar serves on the board of directors (the "Board") as a representative of Impactive Capital and its affiliates, Impactive Capital is entitled to receive the direct economic interest in securities granted to Mr. Asmar by the Issuer in respect of Mr. Asmar's Board position. Mr. Asmar disclaims beneficial ownership of the Issuer's securities to which this report relates and at no time has Mr. Asmar had any economic interest in such securities except any indirect economic interest through Impactive Capital and its affiliates.

F6: The securities of the Issuer reported herein are beneficially owned by Impactive GP and Impactive Capital. As the general partner of Impactive Capital, Impactive Capital GP may be deemed to beneficially own the securities of the Issuer beneficially owned by Impactive Capital. As managing members of each of Impactive GP and Impactive Capital GP, each of Ms. Taylor Wolfe and Mr. Asmar may be deemed to beneficially own the securities of the Issuer beneficially owned by Impactive GP and Impactive Capital GP.

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
April 09, 2020 Filed Apr 13, 2020 16:56 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 98,252 $5.62 $552,264.67
Disclosure

SEC source: 0000896841-20-000068 · wf-form4_158681134757223.xml · nonDerivative · entry 1

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 4,235,638

F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 17, 2020.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

Read SEC document
April 08, 2020 Filed Apr 8, 2020 16:49 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 106,447 $5.63 $598,966.62
Disclosure

SEC source: 0000896841-20-000064 · wf-form4_158637897850129.xml · nonDerivative · entry 3

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 4,137,386

F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 17, 2020.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

Read SEC document
April 07, 2020 Filed Apr 8, 2020 16:49 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 9,045 $5.97 $54,036.64
Disclosure

SEC source: 0000896841-20-000064 · wf-form4_158637897850129.xml · nonDerivative · entry 2

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 4,030,939

F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 17, 2020.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

Read SEC document
April 06, 2020 Filed Apr 8, 2020 16:49 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 180 $6.00 $1,080.00
Disclosure

SEC source: 0000896841-20-000064 · wf-form4_158637897850129.xml · nonDerivative · entry 1

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 4,021,894

F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 17, 2020.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

Read SEC document
April 03, 2020 Filed Apr 3, 2020 16:37 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 13,759 $5.93 $81,563.35
Disclosure

SEC source: 0000896841-20-000058 · wf-form4_158594620827556.xml · nonDerivative · entry 3

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 4,021,714

F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 17, 2020.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

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April 02, 2020 Filed Apr 3, 2020 16:37 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 6,790 $5.97 $40,558.03
Disclosure

SEC source: 0000896841-20-000058 · wf-form4_158594620827556.xml · nonDerivative · entry 2

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 4,007,955

F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 17, 2020.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

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April 01, 2020 Filed Apr 3, 2020 16:37 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 231 $6.00 $1,386.00
Disclosure

SEC source: 0000896841-20-000058 · wf-form4_158594620827556.xml · nonDerivative · entry 1

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 4,001,165

F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 17, 2020.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

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March 25, 2020 Filed Mar 25, 2020 16:56 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 2,216 $5.98 $13,250.79
Disclosure

SEC source: 0000896841-20-000050 · wf-form4_158516974084272.xml · nonDerivative · entry 3

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 4,000,934

F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 17, 2020.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

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March 24, 2020 Filed Mar 25, 2020 16:56 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 150 $6.00 $900.00
Disclosure

SEC source: 0000896841-20-000050 · wf-form4_158516974084272.xml · nonDerivative · entry 2

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 3,998,718

F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 17, 2020.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

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March 23, 2020 Filed Mar 25, 2020 16:56 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 32,309 $5.76 $185,973.83
Disclosure

SEC source: 0000896841-20-000050 · wf-form4_158516974084272.xml · nonDerivative · entry 1

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 3,998,568

F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 17, 2020.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

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March 20, 2020 Filed Mar 20, 2020 16:44 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 19,477 $5.87 $114,269.61
Disclosure

SEC source: 0000896841-20-000048 · wf-form4_158473704155851.xml · nonDerivative · entry 3

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 3,966,259

F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 17, 2020.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

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March 19, 2020 Filed Mar 20, 2020 16:44 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 15,888 $5.83 $92,674.70
Disclosure

SEC source: 0000896841-20-000048 · wf-form4_158473704155851.xml · nonDerivative · entry 2

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 3,946,782

F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 17, 2020.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

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March 18, 2020 Filed Mar 20, 2020 16:44 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 35,449 $5.72 $202,729.29
Disclosure

SEC source: 0000896841-20-000048 · wf-form4_158473704155851.xml · nonDerivative · entry 1

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 3,930,894

F1 · shares: The purchases reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 17, 2020.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

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March 17, 2020 Filed Mar 17, 2020 17:26 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 11,874 $5.90 $70,026.92
Disclosure

SEC source: 0000896841-20-000041 · wf-form4_158448035640260.xml · nonDerivative · entry 3

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 3,895,445

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

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March 16, 2020 Filed Mar 17, 2020 17:26 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 153,060 $5.92 $906,084.59
Disclosure

SEC source: 0000896841-20-000041 · wf-form4_158448035640260.xml · nonDerivative · entry 2

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 3,883,571

F3 · shares: The price reported in Column 4 is a weighted average price. The shares were purchased on March 16, 2020 in multiple transactions at prices ranging from $5.814 to $5.9657, inclusive. The reporting person undertakes to provide to any security holder of Avid Technology, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

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March 13, 2020 Filed Mar 17, 2020 17:26 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 1,652 $5.99 $9,896.31
Disclosure

SEC source: 0000896841-20-000041 · wf-form4_158448035640260.xml · nonDerivative · entry 1

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 3,730,511

F1 · shares: The purchase reported on March 13, 2020 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 6, 2019.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

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November 05, 2019 Filed Nov 6, 2019 16:21 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 8,960 $0.00 $0.00
Disclosure

SEC source: 0000896841-19-000196 · wf-form4_157307526919228.xml · nonDerivative · entry 2

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,960

F3 · shares: Represents an award of restricted stock units ("RSUs") that will vest in full on the earlier of the date of the Company's 2020 Annual Meeting or May 2, 2020. Each RSU represents the contingent right to receive one share of the Issuer's common stock.

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November 01, 2019 Filed Nov 6, 2019 16:21 UTC AVID TECHNOLOGY, INC. AVID · Entity 108526 GrantCommon Stock 28,859 $5.86 $169,133.94
Disclosure

SEC source: 0000896841-19-000196 · wf-form4_157307526919228.xml · nonDerivative · entry 1

Asmar Christian · CIK 0001787532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Impactive Capital LP

Disclosed balance after: 3,728,859

F1 · shares: The purchase(s) reported in this Form 4 was/were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 6, 2019.

F2 · ownership.nature: The shares of common stock reported herein are held of record by funds managed by Impactive Capital LP. Mr. Asmar is a founding partner of Impactive Capital LP and as such may be deemed the beneficial owner of the shares. Mr. Asmar disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest.

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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.