Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Informatica Inc.
Report date November 18, 2025 · Filed November 18, 2025
Jointly reported with EvomLux S.a r.l., Permira V G.P. L.P., Permira V G.P. Ltd
Section 16 reporting ended · disclosed 2025-11-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Reported balance
After 2025-11-18 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2025-11-18 · Disposition to issuer · Disposed 59,980,164 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated May 26, 2025, by and among the Issuer, Salesforce, Inc., a Delaware corporation ("Salesforce"), and Phoenix I Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Salesforce ("Merger Sub"), on November 18, 2025 (the "Effective Time"), the Issuer merged with and into Merger Sub (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Salesforce. At the Effective Time, each share of the Issuer's Class A Common Stock held by EvomLux S.a r.l. converted into the right to receive $25.00 in cash, without interest. F2: Permira V L.P.2 is the controlling shareholder of EvomLux S.a r.l. Permira V L.P.2 acts through its general partner, Permira V G.P. L.P., which acts through its general partner, Permira V G.P. Limited. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated May 26, 2025, by and among the Issuer, Salesforce, Inc., a Delaware corporation ("Salesforce"), and Phoenix I Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Salesforce ("Merger Sub"), on November 18, 2025 (the "Effective Time"), the Issuer merged with and into Merger Sub (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Salesforce. At the Effective Time, each share of the Issuer's Class A Common Stock held by EvomLux S.a r.l. converted into the right to receive $25.00 in cash, without interest.
F2: Permira V L.P.2 is the controlling shareholder of EvomLux S.a r.l. Permira V L.P.2 acts through its general partner, Permira V G.P. L.P., which acts through its general partner, Permira V G.P. Limited.
LEGALZOOM.COM, INC.
Report date November 13, 2023 · Filed November 15, 2023
Jointly reported with LucasZoom LLC, Lucazoom Sarl, Permira V G.P. L.P., Permira V G.P. Ltd
Section 16 reporting ended · disclosed 2023-11-15. 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 |
Reported balance
After 2023-11-13 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2023-11-13 · Sale · Disposed 15,099,993 · Balance 0 F1: Lucazoom S.a.r.l. ("Lucazoom") is the sole member of LucasZoom, LLC ("LucasZoom"). Permira V L.P.2 ("Permira V") is the controlling shareholder of Lucazoom. Permira V acts through its general partner, Permira V GP L.P. ("Permira V GP"), which acts through its general partner, Permira V GP Limited (together with Lucazoom, Permira V and Permira V GP, the "Permira Entities"). F2: The Permira Entities may have been deemed to share voting and dispositive power over the Common Stock held by LucasZoom but disclaimed beneficial ownership of such Common Stock except to the extent of their pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Lucazoom S.a.r.l. ("Lucazoom") is the sole member of LucasZoom, LLC ("LucasZoom"). Permira V L.P.2 ("Permira V") is the controlling shareholder of Lucazoom. Permira V acts through its general partner, Permira V GP L.P. ("Permira V GP"), which acts through its general partner, Permira V GP Limited (together with Lucazoom, Permira V and Permira V GP, the "Permira Entities").
F2: The Permira Entities may have been deemed to share voting and dispositive power over the Common Stock held by LucasZoom but disclaimed beneficial ownership of such Common Stock except to the extent of their pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| November 18, 2025 Filed Nov 18, 2025 17:06 UTC | Informatica Inc. INFA · Entity 72885 | Disposition to issuerClass A Common Stock | 59,980,164 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-113722 · tm2531293-7_4seq1.xml · nonDerivative · entry 1 EvomLux S.a r.l. · CIK 0001889770 · Director · 10% owner Permira V L.P.2 · CIK 0001575670 · Director · 10% owner Permira V G.P. L.P. · CIK 0001870082 · Director · 10% owner Permira V G.P. Ltd · CIK 0001870063 · 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 F1 · price: Pursuant to that certain Agreement and Plan of Merger, dated May 26, 2025, by and among the Issuer, Salesforce, Inc., a Delaware corporation ("Salesforce"), and Phoenix I Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Salesforce ("Merger Sub"), on November 18, 2025 (the "Effective Time"), the Issuer merged with and into Merger Sub (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Salesforce. At the Effective Time, each share of the Issuer's Class A Common Stock held by EvomLux S.a r.l. converted into the right to receive $25.00 in cash, without interest. F2 · ownership.nature: Permira V L.P.2 is the controlling shareholder of EvomLux S.a r.l. Permira V L.P.2 acts through its general partner, Permira V G.P. L.P., which acts through its general partner, Permira V G.P. Limited. Read SEC document |
| November 12, 2024 Filed Nov 14, 2024 16:30 UTC | Informatica Inc. INFA · Entity 72885 | SaleClass A Common Stock | 5,014,848 | $25.50 | $127,878,624.00 |
DisclosureSEC source: 0001493152-24-045942 · ownership.xml · nonDerivative · entry 1 EvomLux S.a r.l. · CIK 0001889770 · Director · 10% owner Permira V L.P.2 · CIK 0001575670 · Director · 10% owner Permira V G.P. L.P. · CIK 0001870082 · Director · 10% owner Permira V G.P. Ltd · CIK 0001870063 · 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: 59,980,164 F1 · ownership.nature: EvomLux S.a r.l. is the direct holder of 59,980,164 shares of Class A Common Stock. Permira V L.P.2 is the controlling shareholder of EvomLux S.a r.l. Permira V L.P.2 acts through its general partner, Permira V GP L.P., which acts through its general partner, Permira V GP Ltd. (together with EvomLux S.a r.l., Permira V L.P.2 and Permira V GP L.P., the "Permira Entities"). F2 · ownership.nature: The Permira Entities may be deemed to share voting and dispositive power over the Class A Common Stock held by EvomLux S.a r.l., but disclaim beneficial ownership of such Class A Common Stock except to the extent of their pecuniary interest therein. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 17:00 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 15,099,993 | $10.84 | $163,683,924.12 |
DisclosureSEC source: 0000950170-23-064227 · ownership.xml · nonDerivative · entry 1 LucasZoom LLC · CIK 0001869984 · Director Lucazoom Sarl · CIK 0001869961 · Director Permira V L.P.2 · CIK 0001575670 · Director Permira V G.P. L.P. · CIK 0001870082 · Director Permira V G.P. Ltd · CIK 0001870063 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · ownership.direct: Lucazoom S.a.r.l. ("Lucazoom") is the sole member of LucasZoom, LLC ("LucasZoom"). Permira V L.P.2 ("Permira V") is the controlling shareholder of Lucazoom. Permira V acts through its general partner, Permira V GP L.P. ("Permira V GP"), which acts through its general partner, Permira V GP Limited (together with Lucazoom, Permira V and Permira V GP, the "Permira Entities"). F2 · ownership.direct: The Permira Entities may have been deemed to share voting and dispositive power over the Common Stock held by LucasZoom but disclaimed beneficial ownership of such Common Stock except to the extent of their pecuniary interest therein. Read SEC document |
| October 19, 2023 Filed Oct 23, 2023 17:14 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 2,094,240 | $9.55 | $19,999,992.00 |
DisclosureSEC source: 0000950170-23-054657 · ownership.xml · nonDerivative · entry 1 LucasZoom LLC · CIK 0001869984 · Director Lucazoom Sarl · CIK 0001869961 · Director Permira V L.P.2 · CIK 0001575670 · Director Permira V G.P. L.P. · CIK 0001870082 · Director Permira V G.P. Ltd · CIK 0001870063 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,099,993 F1 · shares: Pursuant to a stock purchase agreement, dated September 5, 2023, LucasZoom, LLC ("LucasZoom") sold 2,094,240 shares of Common Stock to entities affiliated with Technology Crossover Ventures, which was consummated on October 20, 2023, following the satisfaction of the final material closing condition on October 19, 2023. F2 · ownership.direct: Lucazoom S.a.r.l. ("Lucazoom") is the sole member of LucasZoom. Permira V L.P.2 ("Permira V") is the controlling shareholder of Lucazoom. Permira V acts through its general partner, Permira V GP L.P. ("Permira V GP"), which acts through its general partner, Permira V GP Limited (together with Lucazoom, Permira V and Permira V GP, the "Permira Entities"). F3 · ownership.direct: The Permira Entities may be deemed to share voting and dispositive power over the Common Stock held by LucasZoom but disclaim beneficial ownership of such Common Stock except to the extent of their pecuniary interest therein. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 17:10 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 20,818,755 | $9.55 | $198,819,110.25 |
DisclosureSEC source: 0000950170-23-047973 · ownership.xml · nonDerivative · entry 1 LucasZoom LLC · CIK 0001869984 · Director Lucazoom Sarl · CIK 0001869961 · Director Permira V L.P.2 · CIK 0001575670 · Director Permira V G.P. L.P. · CIK 0001870082 · Director Permira V G.P. Ltd · CIK 0001870063 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,194,233 F1 · ownership.direct: Lucazoom S.a.r.l. ("Lucazoom") is the sole member of LucasZoom, LLC ("LucasZoom"). Permira V L.P.2 ("Permira V") is the controlling shareholder of Lucazoom. Permira V acts through its general partner, Permira V GP L.P. ("Permira V GP"), which acts through its general partner, Permira V GP Limited (together with Lucazoom, Permira V and Permira V GP, the "Permira Entities"). F2 · ownership.direct: The Permira Entities may be deemed to share voting and dispositive power over the Common Stock held by LucasZoom but disclaim beneficial ownership of such Common Stock except to the extent of their pecuniary interest therein. Read SEC document |
| July 02, 2021 Filed Jul 2, 2021 19:46 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | ConversionSeries A Redeemable Convertible Preferred Stock · Derivative | 18,268,844 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-027374 · doc4.xml · derivative · entry 2 LucasZoom LLC · CIK 0001869984 · Director · 10% owner Permira V L.P.2 · CIK 0001575670 · Director · 10% owner Permira V G.P. L.P. · CIK 0001870082 · Director · 10% owner Permira V G.P. Ltd · CIK 0001870063 · Director · 10% owner Lucazoom Sarl · CIK 0001869961 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,537,688 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Upon completion of the Issuer's initial public offering and concurrent private placement, the Issuer's Series A redeemable convertible preferred stock converted into the Issuer's common stock on a one-for-two basis. F1 · derivative.exercise_date: Upon completion of the Issuer's initial public offering and concurrent private placement, the Issuer's Series A redeemable convertible preferred stock converted into the Issuer's common stock on a one-for-two basis. F1 · derivative.expiration_date: Upon completion of the Issuer's initial public offering and concurrent private placement, the Issuer's Series A redeemable convertible preferred stock converted into the Issuer's common stock on a one-for-two basis. F2 · ownership.direct: Following the conversion described in footnote (1), LucasZoom, LLC ("LucasZoom") is the record holder of 38,012,988 shares of the Issuer's common stock (the "Subject Securities"). Lucazoom S.a.r.l. ("Lucazoom") is the sole member of LucasZoom. Permira V L.P.2 ("Permira V") is the controlling shareholder of Lucazoom. Permira V GP L.P. ("Permira V GP") is the general partner of Permira V. Permira V GP Limited (together with Lucazoom, Permira V and Permira V GP, the "Permira Entities") is the general partner of Permira V GP. F3 · ownership.direct: The Permira Entities may be deemed to share voting and dispositive power over the Subject Securities held by LucasZoom but disclaim such beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| July 02, 2021 Filed Jul 2, 2021 19:46 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | ConversionCommon Stock | 36,537,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-027374 · doc4.xml · nonDerivative · entry 1 LucasZoom LLC · CIK 0001869984 · Director · 10% owner Permira V L.P.2 · CIK 0001575670 · Director · 10% owner Permira V G.P. L.P. · CIK 0001870082 · Director · 10% owner Permira V G.P. Ltd · CIK 0001870063 · Director · 10% owner Lucazoom Sarl · CIK 0001869961 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,012,988 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Upon completion of the Issuer's initial public offering and concurrent private placement, the Issuer's Series A redeemable convertible preferred stock converted into the Issuer's common stock on a one-for-two basis. F2 · ownership.direct: Following the conversion described in footnote (1), LucasZoom, LLC ("LucasZoom") is the record holder of 38,012,988 shares of the Issuer's common stock (the "Subject Securities"). Lucazoom S.a.r.l. ("Lucazoom") is the sole member of LucasZoom. Permira V L.P.2 ("Permira V") is the controlling shareholder of Lucazoom. Permira V GP L.P. ("Permira V GP") is the general partner of Permira V. Permira V GP Limited (together with Lucazoom, Permira V and Permira V GP, the "Permira Entities") is the general partner of Permira V GP. F3 · ownership.direct: The Permira Entities may be deemed to share voting and dispositive power over the Subject Securities held by LucasZoom but disclaim such beneficial ownership 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.