organization · Reporting owner
Technology Crossover Management VIII, Ltd.
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nerdy Inc.NRDY · Entity 5208 | Director · 10% owner | September 28, 2023 | October 02, 2023 |
| Payoneer Global Inc.PAYO · Entity 4375 | May be part of a 13(d) group | June 10, 2026 | June 11, 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.
Nerdy Inc.
Report date September 28, 2023 · Filed October 02, 2023
Jointly reported with TCV VIII VT MASTER, L.P., TCV VIII, L.P., TCV VIII VT MASTER GP, LLC, Technology Crossover Management VIII, L.P., Marshall Christopher P, TCV VIII (A), L.P.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy TCV VIII (A), L.P. | 3,949,791 |
Last balance in matching sequence
After 2023-09-28 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2023-09-28 · Grant · Acquired 29,472 · Balance 4,065,538 F1: Mandatory exchange, at the Issuer's option, of each warrant to purchase Class A Common Stock for 0.25 shares of Class A Common Stock. F8: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. Row 2 · 2023-09-28 · Disposition to issuer · Disposed 115,747 · Balance 3,949,791 F2: Forfeiture of shares of Class A Common Stock (which were received as earnout consideration and were subject to forfeiture if certain trading price thresholds were not met) pursuant to an agreement with the Issuer whereby the Reporting Person agreed to forfeit (and thus surrender for cancellation) 60% of the earnout shares and the Issuer agreed to remove the forfeiture conditions from the remaining 40% of the earnout shares. F8: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy TCV VIII VT Master, L.P. | 16,636,527 |
Last balance in matching sequence
After 2023-09-28 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 3 · 2023-09-28 · Grant · Acquired 124,138 · Balance 17,124,053 F3: Mandatory exchange, at the Issuer's option, of each warrant (the "OpCo Warrants") to purchase units of Nerdy LLC ("OpCo Units") for 0.25 shares of Class B Common Stock, together with an equivalent number of OpCo Units. Shares of Class B Common Stock confer no economic rights on the holders thereof but entitle holders to one vote per share on all matters to be voted on by holders of the Class A Common Stock. Upon exchange of OpCo Units reported in Table II hereof for Class A Common Stock or cash, an equal number of shares of Class B Common Stock will be delivered to the Issuer and cancelled for no consideration. F8: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. Row 4 · 2023-09-28 · Disposition to issuer · Disposed 487,526 · Balance 16,636,527 F4: Forfeiture of shares of Class B Common Stock, together with an equivalent number of OpCo Units (which were received as earnout consideration and were subject to forfeiture if certain trading price thresholds were not met), pursuant to an agreement with the Issuer whereby the Reporting Person agreed to forfeit (and thus surrender for cancellation) 60% of the earnout equity and the Issuer agreed to remove the forfeiture conditions from the remaining 40% of the earnout equity. F8: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Warrant (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.50 | IndirectBy TCV VIII (A), L.P. | 0 |
Reported balance
After 2023-09-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-09-28 · Disposition to issuer · Disposed 117,890 · Balance 0 F1: Mandatory exchange, at the Issuer's option, of each warrant to purchase Class A Common Stock for 0.25 shares of Class A Common Stock. F5: Warrants to purchase Class A Common Stock were exercisable for Class A Common Stock from the date of issuance. The Class A Warrants had no expiration date. F8: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Nerdy LLC Warrant (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.50 | IndirectBy TCV VIII VT Master, L.P. | 0 |
Reported balance
After 2023-09-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-09-28 · Disposition to issuer · Disposed 496,554 · Balance 0 F3: Mandatory exchange, at the Issuer's option, of each warrant (the "OpCo Warrants") to purchase units of Nerdy LLC ("OpCo Units") for 0.25 shares of Class B Common Stock, together with an equivalent number of OpCo Units. Shares of Class B Common Stock confer no economic rights on the holders thereof but entitle holders to one vote per share on all matters to be voted on by holders of the Class A Common Stock. Upon exchange of OpCo Units reported in Table II hereof for Class A Common Stock or cash, an equal number of shares of Class B Common Stock will be delivered to the Issuer and cancelled for no consideration. F6: OpCo Warrants were exercisable for OpCo Units and an equivalent number of shares of Class B Common Stock from the date of issuance. The OpCo Warrants had no expiration date. F8: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Nerdy LLC UnitsSEC Table II · derivative / convertible security | IndirectBy TCV VIII VT Master, L.P. | 17,124,053 |
Reported balance
After 2023-09-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-09-28 · Grant · Acquired 124,138 · Balance 17,124,053 F7: OpCo Units are exchangeable (upon delivery of an equivalent number of shares of Class B Common Stock (as reported in Table I hereof )) for either cash or shares of Class A Common Stock on a one-for-one basis at the Issuer's election. F3: Mandatory exchange, at the Issuer's option, of each warrant (the "OpCo Warrants") to purchase units of Nerdy LLC ("OpCo Units") for 0.25 shares of Class B Common Stock, together with an equivalent number of OpCo Units. Shares of Class B Common Stock confer no economic rights on the holders thereof but entitle holders to one vote per share on all matters to be voted on by holders of the Class A Common Stock. Upon exchange of OpCo Units reported in Table II hereof for Class A Common Stock or cash, an equal number of shares of Class B Common Stock will be delivered to the Issuer and cancelled for no consideration. F8: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Nerdy LLC UnitsSEC Table II · derivative / convertible security | IndirectBy TCV VIII VT Master, L.P. | 16,636,527 |
Reported balance
After 2023-09-28 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-09-28 · Disposition to issuer · Disposed 487,526 · Balance 16,636,527 F7: OpCo Units are exchangeable (upon delivery of an equivalent number of shares of Class B Common Stock (as reported in Table I hereof )) for either cash or shares of Class A Common Stock on a one-for-one basis at the Issuer's election. F4: Forfeiture of shares of Class B Common Stock, together with an equivalent number of OpCo Units (which were received as earnout consideration and were subject to forfeiture if certain trading price thresholds were not met), pursuant to an agreement with the Issuer whereby the Reporting Person agreed to forfeit (and thus surrender for cancellation) 60% of the earnout equity and the Issuer agreed to remove the forfeiture conditions from the remaining 40% of the earnout equity. F8: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Mandatory exchange, at the Issuer's option, of each warrant to purchase Class A Common Stock for 0.25 shares of Class A Common Stock.
F2: Forfeiture of shares of Class A Common Stock (which were received as earnout consideration and were subject to forfeiture if certain trading price thresholds were not met) pursuant to an agreement with the Issuer whereby the Reporting Person agreed to forfeit (and thus surrender for cancellation) 60% of the earnout shares and the Issuer agreed to remove the forfeiture conditions from the remaining 40% of the earnout shares.
F3: Mandatory exchange, at the Issuer's option, of each warrant (the "OpCo Warrants") to purchase units of Nerdy LLC ("OpCo Units") for 0.25 shares of Class B Common Stock, together with an equivalent number of OpCo Units. Shares of Class B Common Stock confer no economic rights on the holders thereof but entitle holders to one vote per share on all matters to be voted on by holders of the Class A Common Stock. Upon exchange of OpCo Units reported in Table II hereof for Class A Common Stock or cash, an equal number of shares of Class B Common Stock will be delivered to the Issuer and cancelled for no consideration.
F4: Forfeiture of shares of Class B Common Stock, together with an equivalent number of OpCo Units (which were received as earnout consideration and were subject to forfeiture if certain trading price thresholds were not met), pursuant to an agreement with the Issuer whereby the Reporting Person agreed to forfeit (and thus surrender for cancellation) 60% of the earnout equity and the Issuer agreed to remove the forfeiture conditions from the remaining 40% of the earnout equity.
F5: Warrants to purchase Class A Common Stock were exercisable for Class A Common Stock from the date of issuance. The Class A Warrants had no expiration date.
F6: OpCo Warrants were exercisable for OpCo Units and an equivalent number of shares of Class B Common Stock from the date of issuance. The OpCo Warrants had no expiration date.
F7: OpCo Units are exchangeable (upon delivery of an equivalent number of shares of Class B Common Stock (as reported in Table I hereof )) for either cash or shares of Class A Common Stock on a one-for-one basis at the Issuer's election.
F8: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund").
F9: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein.
Payoneer Global Inc.
Report date June 10, 2026 · Filed June 11, 2026
Jointly reported with Marshall Christopher P, Technology Crossover Management VIII, L.P., TCV VIII, L.P., TCV VIII (A), L.P., TCV VIII (B), L.P., TCV Member Fund, L.P.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,586 |
Reported balance
After 2026-06-10 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 31,298 · Balance 65,586 F1: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Plan as an Annual Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will fully vest on the earlier of (i) June 9, 2027 or (ii) the first Annual Meeting of the Issuer's stockholders following the effective date of such grant, provided that the Reporting Person remains in continuous service through the vesting date. F2: Includes shares of Common Stock underlying previously granted and fully vested RSUs. F3: Christopher P. Marshall is a Class A Director of Technology Crossover Management VIII, Ltd. ("Management VIII") and a limited partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and TCV Member Fund, L.P. ("Member Fund"). Mr. Marshall has sole dispositive power over the RSUs he holds directly. However, TCV VIII Management, L.L.C. ("TCV VIII Management") has a right to 100% of the pecuniary interest in such RSUs and the shares to be received upon the exercise of such RSUs. Mr. Marshall is a Member of TCV VIII Management but disclaims beneficial ownership of such RSUs and the shares to be received upon the exercise of such RSUs except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectTechnology Crossover Management VIII, Ltd. | 34,197,116 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 34,197,116 F4: Includes 24,327,775 shares held directly by TCV VIII, L.P., 6,560,434 shares held directly by TCV VIII (A), L.P., 1,510,960 shares held directly by TCV VIII (B), L.P. and 1,797,947 shares held directly by Member Fund. F5: Management VIII is the sole general partner of TCM VIII, which in turn is the sole general partner of TCV VIII, L.P., TCV VIII (A), L.P. and TCV VIII (B), L.P.; Management VIII is also a general partner of Member Fund. F6: Each of the entities and the individual described above are referred to herein as "Reporting Persons." Each Reporting Person disclaims Section 16 beneficial ownership of the RSUs and shares reported herein except to the extent of its or his respective pecuniary interest therein, if any, and the inclusion of these RSUs and shares in this report shall not be deemed an admission of beneficial ownership of all the reported RSUs and shares for purposes of Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Plan as an Annual Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will fully vest on the earlier of (i) June 9, 2027 or (ii) the first Annual Meeting of the Issuer's stockholders following the effective date of such grant, provided that the Reporting Person remains in continuous service through the vesting date.
F2: Includes shares of Common Stock underlying previously granted and fully vested RSUs.
F3: Christopher P. Marshall is a Class A Director of Technology Crossover Management VIII, Ltd. ("Management VIII") and a limited partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and TCV Member Fund, L.P. ("Member Fund"). Mr. Marshall has sole dispositive power over the RSUs he holds directly. However, TCV VIII Management, L.L.C. ("TCV VIII Management") has a right to 100% of the pecuniary interest in such RSUs and the shares to be received upon the exercise of such RSUs. Mr. Marshall is a Member of TCV VIII Management but disclaims beneficial ownership of such RSUs and the shares to be received upon the exercise of such RSUs except to the extent of his pecuniary interest therein.
F4: Includes 24,327,775 shares held directly by TCV VIII, L.P., 6,560,434 shares held directly by TCV VIII (A), L.P., 1,510,960 shares held directly by TCV VIII (B), L.P. and 1,797,947 shares held directly by Member Fund.
F5: Management VIII is the sole general partner of TCM VIII, which in turn is the sole general partner of TCV VIII, L.P., TCV VIII (A), L.P. and TCV VIII (B), L.P.; Management VIII is also a general partner of Member Fund.
F6: Each of the entities and the individual described above are referred to herein as "Reporting Persons." Each Reporting Person disclaims Section 16 beneficial ownership of the RSUs and shares reported herein except to the extent of its or his respective pecuniary interest therein, if any, and the inclusion of these RSUs and shares in this report shall not be deemed an admission of beneficial ownership of all the reported RSUs and shares for purposes of Section 16 or any other purpose.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 11, 2026 22:07 UTC | Payoneer Global Inc. PAYO · Entity 4375 | GrantCommon Stock | 31,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-073038 · tm2617734-1_4seq1.xml · nonDerivative · entry 1 Marshall Christopher P · CIK 0001440008 · Director Technology Crossover Management VIII, Ltd. · CIK 0001626282 · May be part of a 13(d) group Technology Crossover Management VIII, L.P. · CIK 0001626281 · May be part of a 13(d) group TCV VIII, L.P. · CIK 0001566336 · May be part of a 13(d) group TCV VIII (A), L.P. · CIK 0001566338 · May be part of a 13(d) group TCV VIII (B), L.P. · CIK 0001566339 · May be part of a 13(d) group TCV Member Fund, L.P. · CIK 0001361345 · May be part of a 13(d) Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,586 F1 · shares: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Plan as an Annual Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will fully vest on the earlier of (i) June 9, 2027 or (ii) the first Annual Meeting of the Issuer's stockholders following the effective date of such grant, provided that the Reporting Person remains in continuous service through the vesting date. F2 · balance_after: Includes shares of Common Stock underlying previously granted and fully vested RSUs. F3 · ownership.direct: Christopher P. Marshall is a Class A Director of Technology Crossover Management VIII, Ltd. ("Management VIII") and a limited partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and TCV Member Fund, L.P. ("Member Fund"). Mr. Marshall has sole dispositive power over the RSUs he holds directly. However, TCV VIII Management, L.L.C. ("TCV VIII Management") has a right to 100% of the pecuniary interest in such RSUs and the shares to be received upon the exercise of such RSUs. Mr. Marshall is a Member of TCV VIII Management but disclaims beneficial ownership of such RSUs and the shares to be received upon the exercise of such RSUs except to the extent of his pecuniary interest therein. Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 20:52 UTC | Payoneer Global Inc. PAYO · Entity 4375 | GrantCommon Stock | 29,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-011836 · form4.xml · nonDerivative · entry 1 Marshall Christopher P · CIK 0001440008 · Director Technology Crossover Management VIII, Ltd. · CIK 0001626282 · May be part of a 13(d) group Technology Crossover Management VIII, L.P. · CIK 0001626281 · May be part of a 13(d) group TCV VIII, L.P. · CIK 0001566336 · May be part of a 13(d) group TCV VIII (A), L.P. · CIK 0001566338 · May be part of a 13(d) group TCV VIII (B), L.P. · CIK 0001566339 · May be part of a 13(d) group TCV Member Fund, L.P. · CIK 0001361345 · Other (May be part of a 13(d) Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,288 F1 · shares: Represents shares of Common Stock underlying restricted stock units ("RSUs") subject to time-based vesting, granted to the Reporting Person pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Plan as an Annual Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will fully vest on the earlier of (i) June 10, 2026 or (ii) the first Annual Meeting of the Issuer's stockholders following the effective date of such grant, provided that the Reporting Person remains in continuous service through the vesting date. F2 · ownership.direct: Christopher P. Marshall is a Class A Director of Technology Crossover Management VIII, Ltd. ("Management VIII") and a limited partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and TCV Member Fund, L.P. ("Member Fund"). Mr. Marshall has sole dispositive power over the RSUs he holds directly. However, TCV VIII Management, L.L.C. ("TCV VIII Management") has a right to 100% of the pecuniary interest in such RSUs and the shares to be received upon the exercise of such RSUs. Mr. Marshall is a Member of TCV VIII Management but disclaims beneficial ownership of such RSUs and the shares to be received upon the exercise of such RSUs, except to the extent of his pecuniary interest therein. Read SEC document |
| April 04, 2025 Filed Apr 8, 2025 20:49 UTC | Payoneer Global Inc. PAYO · Entity 4375 | GrantCommon Stock | 5,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-033072 · tm2511727-1_4seq1.xml · nonDerivative · entry 1 Marshall Christopher P · CIK 0001440008 · Director Technology Crossover Management VIII, Ltd. · CIK 0001626282 · May be part of a 13(d) group Technology Crossover Management VIII, L.P. · CIK 0001626281 · May be part of a 13(d) group TCV VIII, L.P. · CIK 0001566336 · May be part of a 13(d) group TCV VIII (A), L.P. · CIK 0001566338 · May be part of a 13(d) group TCV VIII (B), L.P. · CIK 0001566339 · May be part of a 13(d) group TCV Member Fund, L.P. · CIK 0001361345 · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,134 F1 · shares: Represents shares of Common Stock underlying Restricted Stock Units ("RSUs") subject to time-based vesting, pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Plan as a Prorated Award (as defined in such plan) with the RSUs subject to the Issuer's Omnibus Equity Incentive Plan. These RSUs will fully vest on the first Annual Meeting of the Issuer's stockholders following the effective date of such grant, currently scheduled for June 10, 2025, provided that Christopher P. Marshall remains in continuous service through the vesting date. F2 · ownership.direct: Christopher P. Marshall is a Class A Director of Technology Crossover Management VIII, Ltd. ("Management VIII") and a limited partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and TCV Member Fund, L.P. ("Member Fund"). Mr. Marshall has sole dispositive power over the RSUs he holds directly. However, TCV VIII Management, L.L.C. ("TCV VIII Management") has a right to 100% of the pecuniary interest in such RSUs and the shares to be received upon the exercise of such RSUs. Mr. Marshall is a Member of TCV VIII Management but disclaims beneficial ownership of such RSUs and the shares to be received upon the exercise of such RSUs, except to the extent of his pecuniary interest therein. Read SEC document |
| November 11, 2024 Filed Nov 14, 2024 02:58 UTC | Payoneer Global Inc. PAYO · Entity 4375 | SaleCommon Stock | 7,500,000 | $10.32 | $77,400,000.00 |
DisclosureSEC source: 0001104659-24-117975 · tm2428441-1_4seq1.xml · nonDerivative · entry 1 Technology Crossover Management VIII, Ltd. · CIK 0001626282 · May be part of a 13(d) group Technology Crossover Manangement VIII, L.P. · CIK 0001626281 · May be part of a 13(d) group TCV VIII, L.P. · CIK 0001566336 · May be part of a 13(d) group TCV VIII (A), L.P. · CIK 0001566338 · May be part of a 13(d) group TCV VIII (B), L.P. · CIK 0001566339 · May be part of a 13(d) group TCV Member Fund, L.P. · CIK 0001361345 · May be part of a 13(d) group Marshall Christopher P · CIK 0001440008 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 34,197,116 F1 · kind: Includes 5,337,335 shares sold by TCV VIII, L.P., 1,439,310 shares sold by TCV VIII (A), L.P., 331,491 shares sold by TCV VIII (B), L.P. and 391,864 shares sold by TCV Member Fund, L.P. F1 · shares: Includes 5,337,335 shares sold by TCV VIII, L.P., 1,439,310 shares sold by TCV VIII (A), L.P., 331,491 shares sold by TCV VIII (B), L.P. and 391,864 shares sold by TCV Member Fund, L.P. F2 · balance_after: Includes 24,327,775 shares held directly by TCV VIII, L.P., 6,560,434 shares held directly by TCV VIII (A), L.P., 1,510,960 shares held directly by TCV VIII (B), L.P. and 1,797,947 shares held directly by TCV Member Fund, L.P. following the sale. F3 · ownership.nature: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII"), which in turn is the sole general partner of TCV VIII, L.P., TCV VIII (A), L.P. and TCV VIII (B), L.P. Management VIII is also a general partner of TCV Member Fund, L.P. Christopher P. Marshall, a Class A Director of Management VIII and a limited partner of TCM VIII and TCV Member Fund, L.P., serves as a director of the issuer and may have limited partner or other interests in one or more of the other entities described in this footnote 3. F4 · ownership.nature: Each of the entities and individual described above are referred to herein as "Reporting Persons." Each Reporting Person disclaims Section 16 beneficial ownership of the shares reported herein except to the extent of its or hisrespective pecuniary interest therein, if any, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| September 28, 2023 Filed Oct 2, 2023 17:01 UTC | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerNerdy LLC Units · Derivative | 487,526 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-105953 · tm2327291-1_4seq1.xml · derivative · entry 8 Technology Crossover Management VIII, Ltd. · CIK 0001626282 · Director · 10% owner TCV VIII VT MASTER, L.P. · CIK 0001885447 · Director · 10% owner TCV VIII, L.P. · CIK 0001566336 · Director · 10% owner TCV VIII VT MASTER GP, LLC · CIK 0001885561 · Director · 10% owner Technology Crossover Manangement VIII, L.P. · CIK 0001626281 · Director · 10% owner Marshall Christopher P · CIK 0001440008 · Director · 10% owner TCV VIII (A), L.P. · CIK 0001566338 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By TCV VIII VT Master, L.P. Disclosed balance after: 16,636,527 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed F7 · derivative.exercise_price: OpCo Units are exchangeable (upon delivery of an equivalent number of shares of Class B Common Stock (as reported in Table I hereof )) for either cash or shares of Class A Common Stock on a one-for-one basis at the Issuer's election. F4 · kind: Forfeiture of shares of Class B Common Stock, together with an equivalent number of OpCo Units (which were received as earnout consideration and were subject to forfeiture if certain trading price thresholds were not met), pursuant to an agreement with the Issuer whereby the Reporting Person agreed to forfeit (and thus surrender for cancellation) 60% of the earnout equity and the Issuer agreed to remove the forfeiture conditions from the remaining 40% of the earnout equity. F4 · price: Forfeiture of shares of Class B Common Stock, together with an equivalent number of OpCo Units (which were received as earnout consideration and were subject to forfeiture if certain trading price thresholds were not met), pursuant to an agreement with the Issuer whereby the Reporting Person agreed to forfeit (and thus surrender for cancellation) 60% of the earnout equity and the Issuer agreed to remove the forfeiture conditions from the remaining 40% of the earnout equity. F7 · derivative.expiration_date: OpCo Units are exchangeable (upon delivery of an equivalent number of shares of Class B Common Stock (as reported in Table I hereof )) for either cash or shares of Class A Common Stock on a one-for-one basis at the Issuer's election. F4 · derivative.underlying_shares: Forfeiture of shares of Class B Common Stock, together with an equivalent number of OpCo Units (which were received as earnout consideration and were subject to forfeiture if certain trading price thresholds were not met), pursuant to an agreement with the Issuer whereby the Reporting Person agreed to forfeit (and thus surrender for cancellation) 60% of the earnout equity and the Issuer agreed to remove the forfeiture conditions from the remaining 40% of the earnout equity. F8 · ownership.nature: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9 · ownership.nature: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. Read SEC document |
| September 28, 2023 Filed Oct 2, 2023 17:01 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantNerdy LLC Units · Derivative | 124,138 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-105953 · tm2327291-1_4seq1.xml · derivative · entry 7 Technology Crossover Management VIII, Ltd. · CIK 0001626282 · Director · 10% owner TCV VIII VT MASTER, L.P. · CIK 0001885447 · Director · 10% owner TCV VIII, L.P. · CIK 0001566336 · Director · 10% owner TCV VIII VT MASTER GP, LLC · CIK 0001885561 · Director · 10% owner Technology Crossover Manangement VIII, L.P. · CIK 0001626281 · Director · 10% owner Marshall Christopher P · CIK 0001440008 · Director · 10% owner TCV VIII (A), L.P. · CIK 0001566338 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By TCV VIII VT Master, L.P. Disclosed balance after: 17,124,053 Underlying: Class A Common Stock · 124,138 shares Expires not disclosed F7 · derivative.exercise_price: OpCo Units are exchangeable (upon delivery of an equivalent number of shares of Class B Common Stock (as reported in Table I hereof )) for either cash or shares of Class A Common Stock on a one-for-one basis at the Issuer's election. F3 · kind: Mandatory exchange, at the Issuer's option, of each warrant (the "OpCo Warrants") to purchase units of Nerdy LLC ("OpCo Units") for 0.25 shares of Class B Common Stock, together with an equivalent number of OpCo Units. Shares of Class B Common Stock confer no economic rights on the holders thereof but entitle holders to one vote per share on all matters to be voted on by holders of the Class A Common Stock. Upon exchange of OpCo Units reported in Table II hereof for Class A Common Stock or cash, an equal number of shares of Class B Common Stock will be delivered to the Issuer and cancelled for no consideration. F3 · price: Mandatory exchange, at the Issuer's option, of each warrant (the "OpCo Warrants") to purchase units of Nerdy LLC ("OpCo Units") for 0.25 shares of Class B Common Stock, together with an equivalent number of OpCo Units. Shares of Class B Common Stock confer no economic rights on the holders thereof but entitle holders to one vote per share on all matters to be voted on by holders of the Class A Common Stock. Upon exchange of OpCo Units reported in Table II hereof for Class A Common Stock or cash, an equal number of shares of Class B Common Stock will be delivered to the Issuer and cancelled for no consideration. F7 · derivative.expiration_date: OpCo Units are exchangeable (upon delivery of an equivalent number of shares of Class B Common Stock (as reported in Table I hereof )) for either cash or shares of Class A Common Stock on a one-for-one basis at the Issuer's election. F8 · ownership.nature: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9 · ownership.nature: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. Read SEC document |
| September 28, 2023 Filed Oct 2, 2023 17:01 UTC | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerNerdy LLC Warrant (right to buy) · Derivative | 496,554 | Not disclosed Strike: $11.50 | Not disclosed |
DisclosureSEC source: 0001104659-23-105953 · tm2327291-1_4seq1.xml · derivative · entry 6 Technology Crossover Management VIII, Ltd. · CIK 0001626282 · Director · 10% owner TCV VIII VT MASTER, L.P. · CIK 0001885447 · Director · 10% owner TCV VIII, L.P. · CIK 0001566336 · Director · 10% owner TCV VIII VT MASTER GP, LLC · CIK 0001885561 · Director · 10% owner Technology Crossover Manangement VIII, L.P. · CIK 0001626281 · Director · 10% owner Marshall Christopher P · CIK 0001440008 · Director · 10% owner TCV VIII (A), L.P. · CIK 0001566338 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By TCV VIII VT Master, L.P. Disclosed balance after: 0 Underlying: Nerdy LLC Units · Not disclosed shares Expires not disclosed F3 · kind: Mandatory exchange, at the Issuer's option, of each warrant (the "OpCo Warrants") to purchase units of Nerdy LLC ("OpCo Units") for 0.25 shares of Class B Common Stock, together with an equivalent number of OpCo Units. Shares of Class B Common Stock confer no economic rights on the holders thereof but entitle holders to one vote per share on all matters to be voted on by holders of the Class A Common Stock. Upon exchange of OpCo Units reported in Table II hereof for Class A Common Stock or cash, an equal number of shares of Class B Common Stock will be delivered to the Issuer and cancelled for no consideration. F3 · price: Mandatory exchange, at the Issuer's option, of each warrant (the "OpCo Warrants") to purchase units of Nerdy LLC ("OpCo Units") for 0.25 shares of Class B Common Stock, together with an equivalent number of OpCo Units. Shares of Class B Common Stock confer no economic rights on the holders thereof but entitle holders to one vote per share on all matters to be voted on by holders of the Class A Common Stock. Upon exchange of OpCo Units reported in Table II hereof for Class A Common Stock or cash, an equal number of shares of Class B Common Stock will be delivered to the Issuer and cancelled for no consideration. F6 · derivative.expiration_date: OpCo Warrants were exercisable for OpCo Units and an equivalent number of shares of Class B Common Stock from the date of issuance. The OpCo Warrants had no expiration date. F3 · derivative.underlying_shares: Mandatory exchange, at the Issuer's option, of each warrant (the "OpCo Warrants") to purchase units of Nerdy LLC ("OpCo Units") for 0.25 shares of Class B Common Stock, together with an equivalent number of OpCo Units. Shares of Class B Common Stock confer no economic rights on the holders thereof but entitle holders to one vote per share on all matters to be voted on by holders of the Class A Common Stock. Upon exchange of OpCo Units reported in Table II hereof for Class A Common Stock or cash, an equal number of shares of Class B Common Stock will be delivered to the Issuer and cancelled for no consideration. F8 · ownership.nature: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9 · ownership.nature: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. Read SEC document |
| September 28, 2023 Filed Oct 2, 2023 17:01 UTC | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerWarrant (right to buy) · Derivative | 117,890 | Not disclosed Strike: $11.50 | Not disclosed |
DisclosureSEC source: 0001104659-23-105953 · tm2327291-1_4seq1.xml · derivative · entry 5 Technology Crossover Management VIII, Ltd. · CIK 0001626282 · Director · 10% owner TCV VIII VT MASTER, L.P. · CIK 0001885447 · Director · 10% owner TCV VIII, L.P. · CIK 0001566336 · Director · 10% owner TCV VIII VT MASTER GP, LLC · CIK 0001885561 · Director · 10% owner Technology Crossover Manangement VIII, L.P. · CIK 0001626281 · Director · 10% owner Marshall Christopher P · CIK 0001440008 · Director · 10% owner TCV VIII (A), L.P. · CIK 0001566338 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By TCV VIII (A), L.P. Disclosed balance after: 0 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed F1 · kind: Mandatory exchange, at the Issuer's option, of each warrant to purchase Class A Common Stock for 0.25 shares of Class A Common Stock. F1 · price: Mandatory exchange, at the Issuer's option, of each warrant to purchase Class A Common Stock for 0.25 shares of Class A Common Stock. F5 · derivative.expiration_date: Warrants to purchase Class A Common Stock were exercisable for Class A Common Stock from the date of issuance. The Class A Warrants had no expiration date. F1 · derivative.underlying_shares: Mandatory exchange, at the Issuer's option, of each warrant to purchase Class A Common Stock for 0.25 shares of Class A Common Stock. F8 · ownership.nature: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9 · ownership.nature: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. Read SEC document |
| September 28, 2023 Filed Oct 2, 2023 17:01 UTC | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerClass B Common Stock | 487,526 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-105953 · tm2327291-1_4seq1.xml · nonDerivative · entry 4 Technology Crossover Management VIII, Ltd. · CIK 0001626282 · Director · 10% owner TCV VIII VT MASTER, L.P. · CIK 0001885447 · Director · 10% owner TCV VIII, L.P. · CIK 0001566336 · Director · 10% owner TCV VIII VT MASTER GP, LLC · CIK 0001885561 · Director · 10% owner Technology Crossover Manangement VIII, L.P. · CIK 0001626281 · Director · 10% owner Marshall Christopher P · CIK 0001440008 · Director · 10% owner TCV VIII (A), L.P. · CIK 0001566338 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By TCV VIII VT Master, L.P. Disclosed balance after: 16,636,527 F4 · kind: Forfeiture of shares of Class B Common Stock, together with an equivalent number of OpCo Units (which were received as earnout consideration and were subject to forfeiture if certain trading price thresholds were not met), pursuant to an agreement with the Issuer whereby the Reporting Person agreed to forfeit (and thus surrender for cancellation) 60% of the earnout equity and the Issuer agreed to remove the forfeiture conditions from the remaining 40% of the earnout equity. F4 · price: Forfeiture of shares of Class B Common Stock, together with an equivalent number of OpCo Units (which were received as earnout consideration and were subject to forfeiture if certain trading price thresholds were not met), pursuant to an agreement with the Issuer whereby the Reporting Person agreed to forfeit (and thus surrender for cancellation) 60% of the earnout equity and the Issuer agreed to remove the forfeiture conditions from the remaining 40% of the earnout equity. F8 · ownership.nature: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9 · ownership.nature: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. Read SEC document |
| September 28, 2023 Filed Oct 2, 2023 17:01 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass B Common Stock | 124,138 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-105953 · tm2327291-1_4seq1.xml · nonDerivative · entry 3 Technology Crossover Management VIII, Ltd. · CIK 0001626282 · Director · 10% owner TCV VIII VT MASTER, L.P. · CIK 0001885447 · Director · 10% owner TCV VIII, L.P. · CIK 0001566336 · Director · 10% owner TCV VIII VT MASTER GP, LLC · CIK 0001885561 · Director · 10% owner Technology Crossover Manangement VIII, L.P. · CIK 0001626281 · Director · 10% owner Marshall Christopher P · CIK 0001440008 · Director · 10% owner TCV VIII (A), L.P. · CIK 0001566338 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By TCV VIII VT Master, L.P. Disclosed balance after: 17,124,053 F3 · kind: Mandatory exchange, at the Issuer's option, of each warrant (the "OpCo Warrants") to purchase units of Nerdy LLC ("OpCo Units") for 0.25 shares of Class B Common Stock, together with an equivalent number of OpCo Units. Shares of Class B Common Stock confer no economic rights on the holders thereof but entitle holders to one vote per share on all matters to be voted on by holders of the Class A Common Stock. Upon exchange of OpCo Units reported in Table II hereof for Class A Common Stock or cash, an equal number of shares of Class B Common Stock will be delivered to the Issuer and cancelled for no consideration. F3 · price: Mandatory exchange, at the Issuer's option, of each warrant (the "OpCo Warrants") to purchase units of Nerdy LLC ("OpCo Units") for 0.25 shares of Class B Common Stock, together with an equivalent number of OpCo Units. Shares of Class B Common Stock confer no economic rights on the holders thereof but entitle holders to one vote per share on all matters to be voted on by holders of the Class A Common Stock. Upon exchange of OpCo Units reported in Table II hereof for Class A Common Stock or cash, an equal number of shares of Class B Common Stock will be delivered to the Issuer and cancelled for no consideration. F8 · ownership.nature: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9 · ownership.nature: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. Read SEC document |
| September 28, 2023 Filed Oct 2, 2023 17:01 UTC | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerClass A Common Stock | 115,747 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-105953 · tm2327291-1_4seq1.xml · nonDerivative · entry 2 Technology Crossover Management VIII, Ltd. · CIK 0001626282 · Director · 10% owner TCV VIII VT MASTER, L.P. · CIK 0001885447 · Director · 10% owner TCV VIII, L.P. · CIK 0001566336 · Director · 10% owner TCV VIII VT MASTER GP, LLC · CIK 0001885561 · Director · 10% owner Technology Crossover Manangement VIII, L.P. · CIK 0001626281 · Director · 10% owner Marshall Christopher P · CIK 0001440008 · Director · 10% owner TCV VIII (A), L.P. · CIK 0001566338 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By TCV VIII (A), L.P. Disclosed balance after: 3,949,791 F2 · kind: Forfeiture of shares of Class A Common Stock (which were received as earnout consideration and were subject to forfeiture if certain trading price thresholds were not met) pursuant to an agreement with the Issuer whereby the Reporting Person agreed to forfeit (and thus surrender for cancellation) 60% of the earnout shares and the Issuer agreed to remove the forfeiture conditions from the remaining 40% of the earnout shares. F2 · price: Forfeiture of shares of Class A Common Stock (which were received as earnout consideration and were subject to forfeiture if certain trading price thresholds were not met) pursuant to an agreement with the Issuer whereby the Reporting Person agreed to forfeit (and thus surrender for cancellation) 60% of the earnout shares and the Issuer agreed to remove the forfeiture conditions from the remaining 40% of the earnout shares. F8 · ownership.nature: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9 · ownership.nature: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. Read SEC document |
| September 28, 2023 Filed Oct 2, 2023 17:01 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 29,472 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-105953 · tm2327291-1_4seq1.xml · nonDerivative · entry 1 Technology Crossover Management VIII, Ltd. · CIK 0001626282 · Director · 10% owner TCV VIII VT MASTER, L.P. · CIK 0001885447 · Director · 10% owner TCV VIII, L.P. · CIK 0001566336 · Director · 10% owner TCV VIII VT MASTER GP, LLC · CIK 0001885561 · Director · 10% owner Technology Crossover Manangement VIII, L.P. · CIK 0001626281 · Director · 10% owner Marshall Christopher P · CIK 0001440008 · Director · 10% owner TCV VIII (A), L.P. · CIK 0001566338 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By TCV VIII (A), L.P. Disclosed balance after: 4,065,538 F1 · kind: Mandatory exchange, at the Issuer's option, of each warrant to purchase Class A Common Stock for 0.25 shares of Class A Common Stock. F1 · price: Mandatory exchange, at the Issuer's option, of each warrant to purchase Class A Common Stock for 0.25 shares of Class A Common Stock. F8 · ownership.nature: Technology Crossover Management VIII, Ltd. ("Management VIII") is the sole general partner of Technology Crossover Management VIII, L.P. ("TCM VIII") and of TCV VIII (A), L.P. ("TCV VIII (A)"). TCM VIII, is the sole general partner of TCV VIII, L.P. ("TCV VIII"), which in turn is the sole general partner of TCV VIII VT Master GP, LLC ("Master GP"), which in turn is the sole general partner of TCV VIII VT Master, L.P. ("TCV Master Fund"). F9 · ownership.nature: Christopher Marshall is a director of the Issuer, a Class A Member of Management VIII and a limited partner of TCM VIII. Mr. Marshall, Management VIII, TCM VIII, TCV VIII and Master GP may be deemed to beneficially own the securities held by TCV VIII (A) and TCV Master Fund, but each disclaims beneficial ownership of such securities except to the extent of their pecuniary interest therein. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.