person · Reporting owner

Impactive Capital LLC

Disclosed activity across 5 companies

Tapewire entity: 21179
SEC CIK: 0001786731

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
ENVESTNET, INC.ENV · Entity 85670	Director	November 25, 2024	November 25, 2024
MARRIOTT VACATIONS WORLDWIDE CorpVAC · Entity 4144	Director · 10% owner	August 19, 2026	August 20, 2026
WEX Inc.WEX · Entity 2285	Director	September 30, 2026	October 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, Asmar Christian

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	IndirectSee Footnote	0	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 Asmar Christian, Impactive Capital LP, Wolfe Lauren Taylor

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common Stock, par value $0.01 per shareSEC Table I · non-derivative	IndirectSee footnote	3,380,818	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

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, Asmar Christian

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	IndirectSee Footnote	1,707,457	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

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, Asmar Christian, Wolfe Lauren Taylor

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

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	IndirectSee Footnote	1,996,002	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

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 Asmar Christian, Impactive Capital LP, Impactive Capital GP LLC, Wolfe Lauren Taylor

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

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	0	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-derivative	IndirectSee Footnote	0	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

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
September 30, 2026 Filed Oct 3, 2026 00:15 UTC	WEX Inc. WEX · Entity 2285	GrantCommon Stock	125	Not disclosed	Not disclosed	Disclosure SEC source: 0000921895-26-002709 · form412236009_10022026.xml · nonDerivative · entry 1 Wolfe Lauren Taylor · CIK 0001699118 · Director Impactive Capital LP · CIK 0001786767 · Director Impactive Capital LLC · CIK 0001786731 · Director Asmar Christian · CIK 0001787532 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,707,457 F1 · security: 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 · price: 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 · ownership.direct: 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. F3 · ownership.nature: 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. Read SEC document
August 19, 2026 Filed Aug 20, 2026 19:03 UTC	MARRIOTT VACATIONS WORLDWIDE Corp VAC · Entity 4144	SaleCommon Stock, par value $0.01 per share	750,000	$111.49	$83,617,500.00	Disclosure SEC source: 0000902664-26-003590 · ownership.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · Director · 10% owner Impactive Capital LLC · CIK 0001786731 · Director · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,380,818 F1 · security: 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 · ownership.nature: 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. Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:24 UTC	WEX Inc. WEX · Entity 2285	GrantCommon Stock	79	Not disclosed	Not disclosed	Disclosure SEC source: 0000921895-26-001740 · form412236009_07022026.xml · nonDerivative · entry 1 Wolfe Lauren Taylor · CIK 0001699118 · Director Impactive Capital LP · CIK 0001786767 · Director Impactive Capital LLC · CIK 0001786731 · Director Asmar Christian · CIK 0001787532 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,707,332 F1 · security: 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 · price: 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 · ownership.direct: 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. F3 · ownership.nature: 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. Read SEC document
May 14, 2026 Filed May 18, 2026 22:41 UTC	WEX Inc. WEX · Entity 2285	GrantRestricted Stock Units · Derivative	2,352	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0000921895-26-001437 · form412236009_05182026.xml · derivative · entry 1 Wolfe Lauren Taylor · CIK 0001699118 · Director Impactive Capital LP · CIK 0001786767 · Director Impactive Capital LLC · CIK 0001786731 · Director Asmar Christian · CIK 0001787532 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 2,352 Underlying: Common Stock · 2,352 shares Expires not disclosed F1 · security: 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 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. F3 · ownership.direct: Because Ms. Wolfe serves on the board of directors (the "Board") of WEX Inc. (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. Wolfe by the Issuer in respect of Ms. Wolfe's Board position. Ms. Wolfe disclaims beneficial ownership of the Issuer's securities to which this report relates and at no time has Ms. Wolfe had any economic interest in such securities except any indirect economic interest through Impactive Capital and its affiliates. F3 · ownership.nature: Because Ms. Wolfe serves on the board of directors (the "Board") of WEX Inc. (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. Wolfe by the Issuer in respect of Ms. Wolfe's Board position. Ms. Wolfe disclaims beneficial ownership of the Issuer's securities to which this report relates and at no time has Ms. Wolfe had any economic interest in such securities except any indirect economic interest through Impactive Capital and its affiliates. Read SEC document
December 16, 2025 Filed Dec 18, 2025 21:09 UTC	MARRIOTT VACATIONS WORLDWIDE Corp VAC · Entity 4144	GrantCommon stock, par value $0.01 per share	478	$0.00	$0.00	Disclosure SEC source: 0000921895-25-003371 · form412236010_121820025.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · Director · 10% owner Impactive Capital LLC · CIK 0001786731 · Director · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,130,818 F1 · security: 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 · shares: Shares issued under the Marriott Vacations Worldwide Corporation 2020 Equity Incentive Plan pursuant to the deferral by Mr. Asmar of fees payable for service as a member of the Board of Directors of the Issuer (the "Board"). Fully vested at the date of grant and payable in common stock as specified by Mr. Asmar at the time of the deferral election. F4 · ownership.direct: Because Mr. Asmar serves on 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. F2 · ownership.nature: 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. Read SEC document
November 19, 2025 Filed Nov 19, 2025 22:34 UTC	MARRIOTT VACATIONS WORLDWIDE Corp VAC · Entity 4144	PurchaseCommon stock, par value $0.01 per share	84,000	$47.44	$3,984,960.00	Disclosure SEC source: 0000921895-25-003162 · form412236010_11192025.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · Director · 10% owner Impactive Capital LLC · CIK 0001786731 · Director · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,130,340 F1 · security: 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 · ownership.nature: 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. Read SEC document
September 16, 2025 Filed Sep 17, 2025 22:47 UTC	MARRIOTT VACATIONS WORLDWIDE Corp VAC · Entity 4144	GrantCommon stock, par value $0.01 per share	356	$0.00	$0.00	Disclosure SEC source: 0000921895-25-002588 · form412236010_09172025.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · Director · 10% owner Impactive Capital LLC · CIK 0001786731 · Director · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,046,340 F1 · security: 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 · shares: Shares issued under the Marriott Vacations Worldwide Corporation 2020 Equity Incentive Plan pursuant to the deferral by Mr. Asmar of fees payable for service as a member of the Board of Directors of the Issuer (the "Board"). Fully vested at the date of grant and payable in common stock as specified by Mr. Asmar at the time of the deferral election. F4 · ownership.direct: Because Mr. Asmar serves on 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. F2 · ownership.nature: 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. Read SEC document
June 18, 2025 Filed Jun 20, 2025 20:05 UTC	MARRIOTT VACATIONS WORLDWIDE Corp VAC · Entity 4144	PurchaseCommon stock, par value $0.01 per share	337,551	$68.11	$22,989,991.02	Disclosure SEC source: 0000921895-25-001806 · form412236010_06202025.xml · nonDerivative · entry 2 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · Director · 10% owner Impactive Capital LLC · CIK 0001786731 · Director · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,045,984 F1 · security: 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 · ownership.nature: 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. Read SEC document
June 17, 2025 Filed Jun 20, 2025 20:05 UTC	MARRIOTT VACATIONS WORLDWIDE Corp VAC · Entity 4144	PurchaseCommon stock, par value $0.01 per share	412,449	$67.61	$27,883,614.65	Disclosure SEC source: 0000921895-25-001806 · form412236010_06202025.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · Director · 10% owner Impactive Capital LLC · CIK 0001786731 · Director · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,708,433 F1 · security: 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 · ownership.nature: 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. Read SEC document
November 25, 2024 Filed Nov 25, 2024 16:43 UTC	ENVESTNET, INC. ENV · Entity 85670	Disposition to issuerCommon Stock	4,188,871	$63.15	$264,527,203.65	Disclosure SEC source: 0000921895-24-002811 · form412236006_11252024.xml · nonDerivative · entry 1 Wolfe Lauren Taylor · CIK 0001699118 · Director Impactive Capital LP · CIK 0001786767 · Director Impactive Capital LLC · CIK 0001786731 · Director Asmar Christian · CIK 0001787532 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · security: 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 · kind: 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 · shares: 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. F2 · acquired: 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"). F4 · ownership.direct: 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 · ownership.nature: 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. Read SEC document
August 15, 2024 Filed Aug 17, 2024 00:16 UTC	ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090	SaleCommon Stock	12,647	$232.50	$2,940,369.32	Disclosure SEC source: 0000921895-24-001856 · form412236008_08162024.xml · nonDerivative · entry 2 Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Asmar Christian · CIK 0001787532 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,996,002 F1 · security: 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 · price: 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 · ownership.nature: 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. Read SEC document
August 14, 2024 Filed Aug 17, 2024 00:16 UTC	ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090	SaleCommon Stock	8,353	$225.63	$1,884,705.77	Disclosure SEC source: 0000921895-24-001856 · form412236008_08162024.xml · nonDerivative · entry 1 Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Asmar Christian · CIK 0001787532 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 2,008,649 F1 · security: 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 · ownership.nature: 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. Read SEC document
March 15, 2024 Filed Mar 19, 2024 18:01 UTC	ENVESTNET, INC. ENV · Entity 85670	PurchaseCommon Stock	1,670	$52.99	$88,493.30	Disclosure SEC source: 0001193805-24-000405 · e619391_4-env.xml · nonDerivative · entry 1 Wolfe Lauren Taylor · CIK 0001699118 · Director Impactive Capital LP · CIK 0001786767 · Director Impactive Capital LLC · CIK 0001786731 · Director Asmar Christian · CIK 0001787532 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,188,871 F1 · security: 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. F4 · balance_after: Includes 3,472 shares underlying restricted stock units ("RSUs") that vest on the first anniversary of the grant date of February 29, 2024 and 1,534 shares underlying RSUs, one quarter of which vested on the grant date of April 18, 2023, with an additional one quarter vesting thereafter on each anniversary of such grant date for 3 years. The RSUs convert into common stock on a one-for-one basis. F3 · ownership.direct: Because Ms. Taylor Wolfe 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 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. F2 · ownership.nature: The securities of Envestnet, 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. Read SEC document
March 07, 2024 Filed Mar 8, 2024 16:46 UTC	ENVESTNET, INC. ENV · Entity 85670	PurchaseCommon Stock	21,761	$52.62	$1,145,063.82	Disclosure SEC source: 0000921895-24-000622 · form412236006_03082024.xml · nonDerivative · entry 2 Wolfe Lauren Taylor · CIK 0001699118 · Director Impactive Capital LP · CIK 0001786767 · Director Impactive Capital LLC · CIK 0001786731 · Director Asmar Christian · CIK 0001787532 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,183,729 F1 · security: 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. F4 · balance_after: Includes 1,534 shares underlying restricted stock units ("RSUs"), one quarter of which vested on the grant date of April 18, 2023, with an additional one quarter vesting thereafter on each anniversary of such grant date for 3 years. The RSUs convert into common stock on a one-for-one basis. F3 · ownership.direct: Because Ms. Taylor Wolfe 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 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. F2 · ownership.nature: The securities of Envestnet, 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. Read SEC document
March 06, 2024 Filed Mar 8, 2024 16:46 UTC	ENVESTNET, INC. ENV · Entity 85670	PurchaseCommon Stock	9,401	$51.19	$481,237.19	Disclosure SEC source: 0000921895-24-000622 · form412236006_03082024.xml · nonDerivative · entry 1 Wolfe Lauren Taylor · CIK 0001699118 · Director Impactive Capital LP · CIK 0001786767 · Director Impactive Capital LLC · CIK 0001786731 · Director Asmar Christian · CIK 0001787532 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,161,968 F1 · security: 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. F4 · balance_after: Includes 1,534 shares underlying restricted stock units ("RSUs"), one quarter of which vested on the grant date of April 18, 2023, with an additional one quarter vesting thereafter on each anniversary of such grant date for 3 years. The RSUs convert into common stock on a one-for-one basis. F3 · ownership.direct: Because Ms. Taylor Wolfe 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 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. F2 · ownership.nature: The securities of Envestnet, 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. Read SEC document
February 29, 2024 Filed Mar 15, 2024 12:13 UTC Amendment	ENVESTNET, INC. ENV · Entity 85670	GrantCommon Stock	3,472	$0.00	$0.00	Disclosure SEC source: 0000921895-24-000658 · form4a12236006_03132024.xml · nonDerivative · entry 1 Wolfe Lauren Taylor · CIK 0001699118 · Director Impactive Capital LP · CIK 0001786767 · Director Impactive Capital LLC · CIK 0001786731 · Director Asmar Christian · CIK 0001787532 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,156,039 F1 · security: 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. F4 · kind: This amendment is being filed to report the grant of restricted stock units ("RSUs") to Ms. Taylor Wolfe on February 29, 2024 and correct the amount of securities beneficially owned by the Reporting Persons reported in the Form 4 filed by the Reporting Persons on March 8, 2024. As of the date of this amendment, the Reporting Persons beneficially own 4,187,201 shares of common stock. F5 · kind: Represents RSUs that vest on the first anniversary of the date of the grant. These RSUs convert into common stock on a one-for-one basis. F6 · balance_after: Includes the 3,472 shares underlying RSUs reported in this filing, as further described in footnote 5 and 1,534 shares underlying RSUs, one quarter of which vested on the grant date of April 18, 2023, with an additional one quarter vesting thereafter on each anniversary of such grant date for 3 years. The RSUs convert into common stock on a one-for-one basis. F3 · ownership.direct: Because Ms. Taylor Wolfe 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 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. F2 · ownership.nature: The securities of Envestnet, 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. Read SEC document
November 07, 2023 Filed Nov 7, 2023 17:33 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	Disposition to issuerCommon Stock	7,131,793	$27.05	$192,915,000.65	Disclosure SEC source: 0000921895-23-002500 · form412236003_11072023.xml · nonDerivative · entry 3 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · Director · 10% owner Impactive Capital GP LLC · CIK 0001786733 · Director · 10% owner Impactive Capital LLC · CIK 0001786731 · Director · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 F4 · security: 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 · kind: 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 · kind: 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. F1 · price: 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 · price: 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 · ownership.nature: 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. Read SEC document
November 07, 2023 Filed Nov 7, 2023 17:33 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	Disposition to issuerCommon Stock	6,203	$27.05	$167,791.15	Disclosure SEC source: 0000921895-23-002500 · form412236003_11072023.xml · nonDerivative · entry 2 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · Director · 10% owner Impactive Capital GP LLC · CIK 0001786733 · Director · 10% owner Impactive Capital LLC · CIK 0001786731 · Director · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F4 · security: 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 · kind: 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 · kind: 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. F1 · price: 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 · price: 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 · ownership.direct: 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. Read SEC document
November 07, 2023 Filed Nov 7, 2023 17:33 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	Disposition to issuerCommon Stock	36,577	$27.05	$989,407.85	Disclosure SEC source: 0000921895-23-002500 · form412236003_11072023.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · Director · 10% owner Impactive Capital GP LLC · CIK 0001786733 · Director · 10% owner Impactive Capital LLC · CIK 0001786731 · Director · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,203 F4 · security: 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 · kind: 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 · kind: 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. F1 · price: 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 · price: 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 · ownership.direct: 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. Read SEC document
May 25, 2023 Filed May 30, 2023 17:12 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	GrantCommon Stock	6,203	$0.00	$0.00	Disclosure SEC source: 0000921895-23-001389 · form412236003_05302023.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · Director · 10% owner Impactive Capital GP LLC · CIK 0001786733 · Director · 10% owner Impactive Capital LLC · CIK 0001786731 · Director · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,780 F1 · security: 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. 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 2024 Annual Meeting or May 25, 2024. Each RSU represents the contingent right to receive one share of the Issuer's common stock. F4 · ownership.direct: 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. Read SEC document
April 18, 2023 Filed Apr 20, 2023 18:07 UTC	ENVESTNET, INC. ENV · Entity 85670	GrantCommon Stock	1,534	$0.00	$0.00	Disclosure SEC source: 0000921895-23-000919 · form412236006_04202023.xml · nonDerivative · entry 1 Wolfe Lauren Taylor · CIK 0001699118 · Director Impactive Capital LP · CIK 0001786767 · Director Impactive Capital LLC · CIK 0001786731 · Director Asmar Christian · CIK 0001787532 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,152,567 F1 · security: 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 · shares: Represents restricted stock units ("RSUs") of which one quarter vests immediately and one quarter vests every anniversary of the date of the grant thereafter for 3 years. These RSUs convert into common stock on a one-for-one basis. F4 · ownership.direct: Because Ms. Taylor Wolfe 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 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. F2 · ownership.nature: The securities of Envestnet, 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. Read SEC document
May 18, 2022 Filed May 18, 2022 18:23 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	GrantCommon Stock	6,242	$0.00	$0.00	Disclosure SEC source: 0000921895-22-001732 · form412236003_05182022.xml · nonDerivative · entry 2 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,577 F1 · security: 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. 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 2023 Annual Meeting or May 18, 2023. Each RSU represents the contingent right to receive one share of the Issuer's common stock. F4 · ownership.direct: Securities of the Issuer directly beneficially owned by Mr. Asmar, including 6,242 shares of Common Stock underlying certain RSUs, which will vest in full on the earlier of the date of the Issuer's 2023 Annual Meeting of Stockholders or May 18, 2023. Read SEC document
May 16, 2022 Filed May 18, 2022 18:23 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	250,000	$24.73	$6,181,250.00	Disclosure SEC source: 0000921895-22-001732 · form412236003_05182022.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 7,131,793 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
July 10, 2020 Filed Jul 13, 2020 18:05 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	4,391	$6.97	$30,588.58	Disclosure SEC source: 0000921895-20-001978 · form412236003_07132020.xml · nonDerivative · entry 2 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,881,793 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
July 09, 2020 Filed Jul 13, 2020 18:05 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	103,711	$6.93	$718,603.15	Disclosure SEC source: 0000921895-20-001978 · form412236003_07132020.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,877,402 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
June 22, 2020 Filed Jun 22, 2020 17:19 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	16,241	$6.99	$113,496.98	Disclosure SEC source: 0000921895-20-001825 · form412236003_06222020.xml · nonDerivative · entry 2 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,773,691 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
June 18, 2020 Filed Jun 22, 2020 17:19 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	10,375	$6.98	$72,454.85	Disclosure SEC source: 0000921895-20-001825 · form412236003_06222020.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,757,450 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
June 15, 2020 Filed Jun 15, 2020 17:00 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	12,451	$6.89	$85,817.27	Disclosure SEC source: 0000921895-20-001770 · form412236003_06152020.xml · nonDerivative · entry 2 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,747,075 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
June 11, 2020 Filed Jun 15, 2020 17:00 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	94,942	$7.37	$700,045.34	Disclosure SEC source: 0000921895-20-001770 · form412236003_06152020.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,734,624 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
June 04, 2020 Filed Jun 8, 2020 18:26 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	111,811	$7.46	$833,640.45	Disclosure SEC source: 0000921895-20-001727 · form412236003_06082020.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,639,682 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
June 02, 2020 Filed Jun 2, 2020 18:07 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	130,000	$7.46	$969,189.00	Disclosure SEC source: 0000921895-20-001684 · form412236003_06022020.xml · nonDerivative · entry 3 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,527,871 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
June 01, 2020 Filed Jun 2, 2020 18:07 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	170,000	$7.36	$1,251,132.00	Disclosure SEC source: 0000921895-20-001684 · form412236003_06022020.xml · nonDerivative · entry 2 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,397,871 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
May 29, 2020 Filed Jun 2, 2020 18:07 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	776,453	$6.55	$5,089,338.83	Disclosure SEC source: 0000921895-20-001684 · form412236003_06022020.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,227,871 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
May 28, 2020 Filed May 28, 2020 18:31 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	371,261	$6.46	$2,398,271.81	Disclosure SEC source: 0000921895-20-001634 · form412236003_05282020.xml · nonDerivative · entry 3 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,451,418 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
May 27, 2020 Filed May 28, 2020 18:31 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	149,930	$6.45	$966,838.60	Disclosure SEC source: 0000921895-20-001634 · form412236003_05282020.xml · nonDerivative · entry 2 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,080,157 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
May 26, 2020 Filed May 28, 2020 18:31 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	154,817	$6.17	$955,484.08	Disclosure SEC source: 0000921895-20-001634 · form412236003_05282020.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,930,227 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
May 22, 2020 Filed May 26, 2020 09:48 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	180,200	$5.75	$1,036,798.72	Disclosure SEC source: 0001193805-20-000630 · e619659_4-avid.xml · nonDerivative · entry 3 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,775,410 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
May 21, 2020 Filed May 26, 2020 09:48 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	184,699	$5.52	$1,019,944.82	Disclosure SEC source: 0001193805-20-000630 · e619659_4-avid.xml · nonDerivative · entry 2 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,595,210 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
May 20, 2020 Filed May 26, 2020 09:48 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	8,166	$5.58	$45,539.33	Disclosure SEC source: 0001193805-20-000630 · e619659_4-avid.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,410,511 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
May 08, 2020 Filed May 11, 2020 19:28 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	46,334	$5.97	$276,725.18	Disclosure SEC source: 0000921895-20-001339 · form412236003_05112020.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,402,345 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
May 06, 2020 Filed May 7, 2020 19:21 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	10,490	$6.00	$62,891.75	Disclosure SEC source: 0000921895-20-001314 · form412236003_05072020.xml · nonDerivative · entry 2 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,356,011 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document
May 05, 2020 Filed May 7, 2020 19:21 UTC	AVID TECHNOLOGY, INC. AVID · Entity 108526	PurchaseCommon Stock	29,492	$5.98	$176,255.99	Disclosure SEC source: 0000921895-20-001314 · form412236003_05072020.xml · nonDerivative · entry 1 Asmar Christian · CIK 0001787532 · Director · 10% owner Impactive Capital LP · CIK 0001786767 · 10% owner Impactive Capital GP LLC · CIK 0001786733 · 10% owner Impactive Capital LLC · CIK 0001786731 · 10% owner Wolfe Lauren Taylor · CIK 0001699118 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,345,521 F1 · security: 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. F2 · ownership.nature: Securities of the Issuer 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. Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.