Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amplitude, Inc.AMPL · Entity 4566 | 10% owner | November 19, 2021 | November 20, 2021 |
| Hims & Hers Health, Inc.HIMS · Entity 1878 | 10% owner | November 28, 2022 | November 30, 2022 |
| Lulu's Fashion Lounge Holdings, Inc.LVLU · Entity 7397 | 10% owner | September 06, 2023 | September 08, 2023 |
| MINDBODY, Inc.MB · Entity 160063 | 10% owner | March 15, 2017 | March 17, 2017 |
| NERDWALLET, INC.NRDS · Entity 2280 | 10% owner | November 08, 2021 | November 10, 2021 |
| Yext, Inc.YEXT · Entity 5265 | 10% owner | April 19, 2017 | April 21, 2017 |
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.
Amplitude, Inc.
Report date November 19, 2021 · Filed November 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 72,616 |
Reported balance
After 2021-11-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-11-19 · Sale · Disposed 21,590 · Balance 72,616 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.93 to $68.91 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: The shares held directly by the Reporting Person prior to the transactions reported herein reflect the receipt of shares pursuant to pro rata distributions in kind, effected by Institutional Venture Partners XV, L.P. ("IVP XV LP") to its general partner and limited partners for no additional consideration, and the further pro rata distribution in kind by the general partner of IVP XV LP, for no additional consideration to its members, including the Reporting Person. The receipt of such shares by the Reporting Person constituted a change in form of ownership from indirect to direct, which was exempt from reporting pursuant to Rule 16a-13. |
| Class A Common StockSEC Table I · non-derivative | Direct | 70,510 |
Reported balance
After 2021-11-19 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-11-19 · Sale · Disposed 2,106 · Balance 70,510 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.91 to $69.05 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 5,610,451 |
Reported balance
Holding disclosure · report date 2021-11-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,610,451 F4: These shares are owned directly by IVP XV LP, of which Institutional Venture Management XV, LLC ("IVM XV") is the sole general partner and exercises voting and investment power over these shares. The Reporting Person is a managing director of IVM XV and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 29,835 |
Reported balance
Holding disclosure · report date 2021-11-19 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 29,835 F5: These shares are owned directly by Institutional Venture Partners XV Executive Fund, L.P. ("IVP XV EF"), of which IVM XV is the sole general partner and exercises voting and investment power over these shares. The Reporting Person is a managing director of IVM XV and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.93 to $68.91 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: The shares held directly by the Reporting Person prior to the transactions reported herein reflect the receipt of shares pursuant to pro rata distributions in kind, effected by Institutional Venture Partners XV, L.P. ("IVP XV LP") to its general partner and limited partners for no additional consideration, and the further pro rata distribution in kind by the general partner of IVP XV LP, for no additional consideration to its members, including the Reporting Person. The receipt of such shares by the Reporting Person constituted a change in form of ownership from indirect to direct, which was exempt from reporting pursuant to Rule 16a-13.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.91 to $69.05 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: These shares are owned directly by IVP XV LP, of which Institutional Venture Management XV, LLC ("IVM XV") is the sole general partner and exercises voting and investment power over these shares. The Reporting Person is a managing director of IVM XV and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.
F5: These shares are owned directly by Institutional Venture Partners XV Executive Fund, L.P. ("IVP XV EF"), of which IVM XV is the sole general partner and exercises voting and investment power over these shares. The Reporting Person is a managing director of IVM XV and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.
Hims & Hers Health, Inc.
Report date November 28, 2022 · Filed November 30, 2022
Jointly reported with INSTITUTIONAL VENTURE MANAGEMENT XV, LLC, INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC, Chaffee Todd C, Dash Somesh, FOGELSONG NORMAN A, Harrick Stephen J, Liaw Eric, Miller J Sanford
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,346 |
Reported balance
After 2022-11-28 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2022-11-28 · Other · Acquired 7,346 · Balance 7,346 F1: Represents the receipt of shares from Jules A. Maltz that Mr. Maltz received pursuant to the Issuer's non-employee director compensation policy. Pursuant to a series of Director Compensation Assignment Agreements, Mr. Maltz has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). F2: Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, J. Sanford Miller and Dennis B. Phelps (collectively, the "Managing Directors") and Jules A. Maltz are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVM XV. Each of the Managing Directors disclaims beneficial ownership of the shares held by IVM XV except to the extent of his respective proportionate pecuniary interest therein. Mr. Maltz is a director of the Issuer and files separate Section 16 reports. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Management XVI, LLC | 7,345 |
Reported balance
After 2022-11-28 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2022-11-28 · Other · Acquired 7,345 · Balance 7,345 F1: Represents the receipt of shares from Jules A. Maltz that Mr. Maltz received pursuant to the Issuer's non-employee director compensation policy. Pursuant to a series of Director Compensation Assignment Agreements, Mr. Maltz has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). F3: The Managing Directors and Jules A. Maltz are the managing directors of IVM XVI and may be deemed to share voting and dispositive power over the shares held by IVM XVI. Each of the Managing Directors disclaims beneficial ownership of these securities, except to the extent of his respective proportionate pecuniary interest therein. Mr. Maltz is a director of the Issuer and files separate Section 16 reports. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XV, L.P. | 10,147,758 |
Reported balance
Holding disclosure · report date 2022-11-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,147,758 F4: IVM XV is the general partner of Institutional Venture Partners XV, L.P. ("IVP XV"). The Managing Directors and Jules A. Maltz are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV. IVM XV and each of the Managing Directors disclaims beneficial ownership of the shares held by IVP XV except to the extent of his or its respective pecuniary interest therein. Mr. Maltz is a director of the Issuer and files separate Section 16 reports. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XV Executive Fund, L.P. | 53,974 |
Reported balance
Holding disclosure · report date 2022-11-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 53,974 F5: IVM XV is the general partner of Institutional Venture Partners XV Executive Fund, L.P. ("IVP XV EF"). The Managing Directors and Jules A. Maltz are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV EF. IVM XV and each of the Managing Directors disclaims beneficial ownership of the shares held by IVP XV EF except to the extent of his or its respective pecuniary interest therein. Mr. Maltz is a director of the Issuer and files separate Section 16 reports. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XVI, L.P. | 10,201,746 |
Reported balance
Holding disclosure · report date 2022-11-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 10,201,746 F6: IVM XVI is the general partner of Institutional Venture Partners XVI, L.P. ("IVP XVI"). The Managing Directors and Jules A. Maltz are the managing directors of IVM XVI and may be deemed to share voting and dispositive power over the shares held by IVP XVI. IVM XVI and each of the Managing Directors disclaims beneficial ownership of the shares held by IVP XVI except to the extent of his or its respective pecuniary interest therein. Mr. Maltz is a director of the Issuer and files separate Section 16 reports. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the receipt of shares from Jules A. Maltz that Mr. Maltz received pursuant to the Issuer's non-employee director compensation policy. Pursuant to a series of Director Compensation Assignment Agreements, Mr. Maltz has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI").
F2: Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, J. Sanford Miller and Dennis B. Phelps (collectively, the "Managing Directors") and Jules A. Maltz are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVM XV. Each of the Managing Directors disclaims beneficial ownership of the shares held by IVM XV except to the extent of his respective proportionate pecuniary interest therein. Mr. Maltz is a director of the Issuer and files separate Section 16 reports.
F3: The Managing Directors and Jules A. Maltz are the managing directors of IVM XVI and may be deemed to share voting and dispositive power over the shares held by IVM XVI. Each of the Managing Directors disclaims beneficial ownership of these securities, except to the extent of his respective proportionate pecuniary interest therein. Mr. Maltz is a director of the Issuer and files separate Section 16 reports.
F4: IVM XV is the general partner of Institutional Venture Partners XV, L.P. ("IVP XV"). The Managing Directors and Jules A. Maltz are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV. IVM XV and each of the Managing Directors disclaims beneficial ownership of the shares held by IVP XV except to the extent of his or its respective pecuniary interest therein. Mr. Maltz is a director of the Issuer and files separate Section 16 reports.
F5: IVM XV is the general partner of Institutional Venture Partners XV Executive Fund, L.P. ("IVP XV EF"). The Managing Directors and Jules A. Maltz are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV EF. IVM XV and each of the Managing Directors disclaims beneficial ownership of the shares held by IVP XV EF except to the extent of his or its respective pecuniary interest therein. Mr. Maltz is a director of the Issuer and files separate Section 16 reports.
F6: IVM XVI is the general partner of Institutional Venture Partners XVI, L.P. ("IVP XVI"). The Managing Directors and Jules A. Maltz are the managing directors of IVM XVI and may be deemed to share voting and dispositive power over the shares held by IVP XVI. IVM XVI and each of the Managing Directors disclaims beneficial ownership of the shares held by IVP XVI except to the extent of his or its respective pecuniary interest therein. Mr. Maltz is a director of the Issuer and files separate Section 16 reports.
Lulu's Fashion Lounge Holdings, Inc.
Report date September 06, 2023 · Filed September 08, 2023
Jointly reported with INSTITUTIONAL VENTURE MANAGEMENT XV, LLC, Chaffee Todd C, Dash Somesh, FOGELSONG NORMAN A, Harrick Stephen J, Maltz Jules A., Miller J Sanford, Liaw Eric, INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-09-06 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2023-09-06 · Other · Disposed 5,944 · Balance 0 F1: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI. F2: The shares are held directly by Eric Liaw. |
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Management XV, LLC | 23,600 |
Reported balance
After 2023-09-06 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2023-09-06 · Other · Acquired 2,972 · Balance 23,600 F1: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI. F3: The shares are held directly by IVM XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Eric Liaw, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVM XV. Each of Messrs. Chaffee, Dash, Fogelsong, Liaw, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XV except to the extent of his respective proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Management XVI, LLC | 23,600 |
Reported balance
After 2023-09-06 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2023-09-06 · Other · Acquired 2,972 · Balance 23,600 F1: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI. F4: The shares are held directly by IVM XVI. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XVI and may be deemed to share voting and dispositive power over the shares held by IVM XVI. Each of Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of these securities, except to the extent of his respective proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XV, L.P. | 3,730,160 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,730,160 F5: The shares are held directly by Institutional Venture Partners XV, L.P. ("IVP XV"). IVM XV is the general partner of IVP XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Eric Liaw, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV. Each of IVM XV and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XV except to the extent of its or his respective proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XV Executive Fund, L.P. | 19,843 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 19,843 F6: The shares are held directly by Institutional Venture Partners XV Executive Fund, L.P. ("IVP XV EF"). IVM XV is the general partner of IVP XV EF. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Eric Liaw, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV EF. Each of IVM XV and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XV EF except to the extent of its or his respective proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XVI, L.P. | 3,749,997 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 3,749,997 F7: The shares are held directly by Institutional Venture Partners XVI, L.P. ("IVP XVI"). IVM XVI is the general partner of IVP XVI. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Eric Liaw, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XVI and may be deemed to share voting and dispositive power over the shares held by IVP XVI. Each of IVM XVI and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XVI except to the extent of its or his respective proportionate pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI.
F2: The shares are held directly by Eric Liaw.
F3: The shares are held directly by IVM XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Eric Liaw, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVM XV. Each of Messrs. Chaffee, Dash, Fogelsong, Liaw, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XV except to the extent of his respective proportionate pecuniary interest therein.
F4: The shares are held directly by IVM XVI. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XVI and may be deemed to share voting and dispositive power over the shares held by IVM XVI. Each of Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of these securities, except to the extent of his respective proportionate pecuniary interest therein.
F5: The shares are held directly by Institutional Venture Partners XV, L.P. ("IVP XV"). IVM XV is the general partner of IVP XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Eric Liaw, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV. Each of IVM XV and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XV except to the extent of its or his respective proportionate pecuniary interest therein.
F6: The shares are held directly by Institutional Venture Partners XV Executive Fund, L.P. ("IVP XV EF"). IVM XV is the general partner of IVP XV EF. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Eric Liaw, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV EF. Each of IVM XV and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XV EF except to the extent of its or his respective proportionate pecuniary interest therein.
F7: The shares are held directly by Institutional Venture Partners XVI, L.P. ("IVP XVI"). IVM XVI is the general partner of IVP XVI. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Eric Liaw, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XVI and may be deemed to share voting and dispositive power over the shares held by IVP XVI. Each of IVM XVI and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XVI except to the extent of its or his respective proportionate pecuniary interest therein.
MINDBODY, Inc.
Report date March 15, 2017 · Filed March 17, 2017
Jointly reported with Institutional Venture Partners XIII, L.P., FOGELSONG NORMAN A, Chaffee Todd C, Harrick Stephen J, Miller J Sanford, Institutional Venture Management XIII, LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 1,602,682 |
Reported balance
After 2017-03-15 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2017-03-15 · Conversion · Acquired 1,602,682 · Balance 1,602,682 F1: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2: The shares are held of record by Institutional Venture Partners XIII, L.P. ("IVP XIII"). Institutional Venture Management XIII LLC ("IVM XIII") is the general partner of IVP XIII. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, J. Sanford Miller and Dennis B. Phelps, as the managing directors of IVM XIII, share voting and dispositive power with respect to the shares held by IVP XIII. Each of these reporting individuals disclaims beneficial ownership of the securities reported herein, except to the extent of his respective pecuniary interest therein. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 1,602,683 |
Reported balance
After 2017-03-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-03-15 · Conversion · Disposed 1,602,682 · Balance 1,602,683 F1: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2: The shares are held of record by Institutional Venture Partners XIII, L.P. ("IVP XIII"). Institutional Venture Management XIII LLC ("IVM XIII") is the general partner of IVP XIII. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, J. Sanford Miller and Dennis B. Phelps, as the managing directors of IVM XIII, share voting and dispositive power with respect to the shares held by IVP XIII. Each of these reporting individuals disclaims beneficial ownership of the securities reported herein, except to the extent of his respective pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.
F2: The shares are held of record by Institutional Venture Partners XIII, L.P. ("IVP XIII"). Institutional Venture Management XIII LLC ("IVM XIII") is the general partner of IVP XIII. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, J. Sanford Miller and Dennis B. Phelps, as the managing directors of IVM XIII, share voting and dispositive power with respect to the shares held by IVP XIII. Each of these reporting individuals disclaims beneficial ownership of the securities reported herein, except to the extent of his respective pecuniary interest therein.
NERDWALLET, INC.
Report date November 08, 2021 · Filed November 10, 2021
Jointly reported with Institutional Venture Management XIV, LLC, Institutional Venture Partners XIV, L.P., Chaffee Todd C, FOGELSONG NORMAN A, Harrick Stephen J, Maltz Jules A., Miller J Sanford
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 4,454,541 |
Reported balance
After 2021-11-08 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2021-11-08 · Conversion · Acquired 4,454,541 · Balance 4,454,541 F1: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F2: These shares are owned directly by Institutional Venture Partners XIV, L.P., of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. |
| Series A Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2021-11-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-11-08 · Conversion · Disposed 4,454,541 · Balance 0 F1: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F2: These shares are owned directly by Institutional Venture Partners XIV, L.P., of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date.
F2: These shares are owned directly by Institutional Venture Partners XIV, L.P., of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose.
Yext, Inc.
Report date April 19, 2017 · Filed April 21, 2017
Jointly reported with Institutional Venture Management XII, LLC, Institutional Venture Partners XII LP, Institutional Venture Management XI, LLC, Institutional Venture Partners XI LP, INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG, Chaffee Todd C, FOGELSONG NORMAN A, Harrick Stephen J, Miller J Sanford
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XII, L.P. | 11,328,558 |
Last balance in matching sequence
After 2017-04-19 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2017-04-19 · Conversion · Acquired 7,220,921 · Balance 8,616,693 F1: Each share of the Issuer's Series C Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock did not have an expiration date. F2: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein. Row 2 · 2017-04-19 · Conversion · Acquired 963,391 · Balance 9,580,084 F3: Each share of the Issuer's Series D Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series D Preferred Stock did not have an expiration date. F2: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein. Row 3 · 2017-04-19 · Conversion · Acquired 475,750 · Balance 10,055,834 F4: Each share of the Issuer's Series E Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series E Preferred Stock did not have an expiration date. F2: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein. Row 4 · 2017-04-19 · Conversion · Acquired 1,272,724 · Balance 11,328,558 F5: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date. F2: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XI, L.P. | 533,719 |
Reported balance
After 2017-04-19 transaction · row 5
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 5 · 2017-04-19 · Conversion · Acquired 533,719 · Balance 533,719 F5: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date. F6: The shares are owned by Institutional Venture Partners XI, L.P. ("IVP XI"), which is under common control with Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG"). Institutional Venture Management XI, LLC ("IVM XI") serves as the sole General Partner of IVP XI, and has sole voting and investment control over the respective shares owned by IVP XI, and may be deemed to own beneficially the shares held by IVP XI. IVM XI however owns no securities of the Issuer directly. Chaffee, Fogelsong, Harrick, Miller and Phelps are Managing Directors of IVM XI and share voting and dispositive power over the shares held by IVP XI and IVP XI KG. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XI GmbH & Co. Beteiligungs KG | 85,445 |
Reported balance
After 2017-04-19 transaction · row 6
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 6 · 2017-04-19 · Conversion · Acquired 85,445 · Balance 85,445 F5: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date. F7: The shares are owned by IVP XI KG, which is under common control with IVP XI. IVM XI serves as the sole managing limited partner of IVP XI KG, and has sole voting and investment control over the respective shares owned by IVP XI KG, and may be deemed to own beneficially the shares held by IVP XI KG. IVM XI however owns no securities of the Issuer directly. Chaffee, Fogelsong, Harrick, Miller and Phelps are Managing Directors of IVM XI and share voting and dispositive power over the shares held by IVP XI KG. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein. |
| Series C Preferred StockSEC Table II · derivative / convertible security | IndirectBy Institutional Venture Partners XII, L.P. | 0 |
Reported balance
After 2017-04-19 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-04-19 · Conversion · Disposed 7,220,921 · Balance 0 F1: Each share of the Issuer's Series C Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock did not have an expiration date. F2: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein. |
| Series D Preferred StockSEC Table II · derivative / convertible security | IndirectBy Institutional Venture Partners XII, L.P. | 0 |
Reported balance
After 2017-04-19 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-04-19 · Conversion · Disposed 963,391 · Balance 0 F3: Each share of the Issuer's Series D Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series D Preferred Stock did not have an expiration date. F2: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein. |
| Series E Preferred StockSEC Table II · derivative / convertible security | IndirectBy Institutional Venture Partners XII, L.P. | 0 |
Reported balance
After 2017-04-19 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-04-19 · Conversion · Disposed 475,750 · Balance 0 F4: Each share of the Issuer's Series E Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series E Preferred Stock did not have an expiration date. F2: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein. |
| Series F Preferred StockSEC Table II · derivative / convertible security | IndirectBy Institutional Venture Partners XII, L.P. | 0 |
Reported balance
After 2017-04-19 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2017-04-19 · Conversion · Disposed 1,272,724 · Balance 0 F5: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date. F2: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein. |
| Series F Preferred StockSEC Table II · derivative / convertible security | IndirectBy Institutional Venture Partners XI, L.P. | 0 |
Reported balance
After 2017-04-19 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2017-04-19 · Conversion · Disposed 533,719 · Balance 0 F5: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date. F6: The shares are owned by Institutional Venture Partners XI, L.P. ("IVP XI"), which is under common control with Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG"). Institutional Venture Management XI, LLC ("IVM XI") serves as the sole General Partner of IVP XI, and has sole voting and investment control over the respective shares owned by IVP XI, and may be deemed to own beneficially the shares held by IVP XI. IVM XI however owns no securities of the Issuer directly. Chaffee, Fogelsong, Harrick, Miller and Phelps are Managing Directors of IVM XI and share voting and dispositive power over the shares held by IVP XI and IVP XI KG. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein. |
| Series F Preferred StockSEC Table II · derivative / convertible security | IndirectBy Institutional Venture Partners XI GmbH & Co. Beteiligungs KG | 0 |
Reported balance
After 2017-04-19 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2017-04-19 · Conversion · Disposed 85,445 · Balance 0 F5: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date. F7: The shares are owned by IVP XI KG, which is under common control with IVP XI. IVM XI serves as the sole managing limited partner of IVP XI KG, and has sole voting and investment control over the respective shares owned by IVP XI KG, and may be deemed to own beneficially the shares held by IVP XI KG. IVM XI however owns no securities of the Issuer directly. Chaffee, Fogelsong, Harrick, Miller and Phelps are Managing Directors of IVM XI and share voting and dispositive power over the shares held by IVP XI KG. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of the Issuer's Series C Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock did not have an expiration date.
F2: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.
F3: Each share of the Issuer's Series D Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series D Preferred Stock did not have an expiration date.
F4: Each share of the Issuer's Series E Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series E Preferred Stock did not have an expiration date.
F5: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date.
F6: The shares are owned by Institutional Venture Partners XI, L.P. ("IVP XI"), which is under common control with Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG"). Institutional Venture Management XI, LLC ("IVM XI") serves as the sole General Partner of IVP XI, and has sole voting and investment control over the respective shares owned by IVP XI, and may be deemed to own beneficially the shares held by IVP XI. IVM XI however owns no securities of the Issuer directly. Chaffee, Fogelsong, Harrick, Miller and Phelps are Managing Directors of IVM XI and share voting and dispositive power over the shares held by IVP XI and IVP XI KG. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.
F7: The shares are owned by IVP XI KG, which is under common control with IVP XI. IVM XI serves as the sole managing limited partner of IVP XI KG, and has sole voting and investment control over the respective shares owned by IVP XI KG, and may be deemed to own beneficially the shares held by IVP XI KG. IVM XI however owns no securities of the Issuer directly. Chaffee, Fogelsong, Harrick, Miller and Phelps are Managing Directors of IVM XI and share voting and dispositive power over the shares held by IVP XI KG. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.
Past disclosures · reporting ended (5)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Honest Company, Inc.
Report date November 15, 2023 · Filed November 16, 2023
Jointly reported with Institutional Venture Management XIII, LLC, Institutional Venture Partners XIII, L.P., Chaffee Todd C, FOGELSONG NORMAN A, Harrick Stephen J, Miller J Sanford
Section 16 reporting ended · disclosed 2023-11-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XIII, L.P. | 9,363,416 |
Last balance in matching sequence
After 2023-11-16 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2023-11-15 · Sale · Disposed 236,747 · Balance 9,487,703 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.50 to $1.57 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: The shares are held of record by Institutional Venture Partners XIII, L.P. ("IVP XIII"). Institutional Venture Management XIII, LLC ("IVM XIII") is the general partner of IVP XIII. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, J. Sanford Miller and Dennis B. Phelps, Jr. as the managing directors of IVM XIII, may be deemed to have shared voting and dispositive power with respect to the shares held by IVP XIII. Each of IVM XIII and the managing directors disclaims beneficial ownership of the securities reported herein, except to the extent of its or his respective pecuniary interest therein. Row 2 · 2023-11-16 · Sale · Disposed 124,287 · Balance 9,363,416 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.42 to $1.51 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: The shares are held of record by Institutional Venture Partners XIII, L.P. ("IVP XIII"). Institutional Venture Management XIII, LLC ("IVM XIII") is the general partner of IVP XIII. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, J. Sanford Miller and Dennis B. Phelps, Jr. as the managing directors of IVM XIII, may be deemed to have shared voting and dispositive power with respect to the shares held by IVP XIII. Each of IVM XIII and the managing directors disclaims beneficial ownership of the securities reported herein, except to the extent of its or his respective pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | Direct | 77,733 |
Reported balance
Holding disclosure · report date 2023-11-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 77,733 F4: The shares are held of record or beneficially by IVM XIII. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, J. Sanford Miller and Dennis B. Phelps, Jr. as the managing directors of IVM XIII, may be deemed to have shared beneficial ownership with respect to the shares held of record or beneficially by IVM XIII. Each of the foregoing entities and individuals disclaims beneficial ownership of the securities reported herein, except to the extent of its or his respective pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.50 to $1.57 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: The shares are held of record by Institutional Venture Partners XIII, L.P. ("IVP XIII"). Institutional Venture Management XIII, LLC ("IVM XIII") is the general partner of IVP XIII. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, J. Sanford Miller and Dennis B. Phelps, Jr. as the managing directors of IVM XIII, may be deemed to have shared voting and dispositive power with respect to the shares held by IVP XIII. Each of IVM XIII and the managing directors disclaims beneficial ownership of the securities reported herein, except to the extent of its or his respective pecuniary interest therein.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.42 to $1.51 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: The shares are held of record or beneficially by IVM XIII. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, J. Sanford Miller and Dennis B. Phelps, Jr. as the managing directors of IVM XIII, may be deemed to have shared beneficial ownership with respect to the shares held of record or beneficially by IVM XIII. Each of the foregoing entities and individuals disclaims beneficial ownership of the securities reported herein, except to the extent of its or his respective pecuniary interest therein.
Inspirato Inc
Report date June 12, 2024 · Filed June 14, 2024
Jointly reported with Institutional Venture Partners XIII, L.P., Institutional Venture Management XIII, LLC, Chaffee Todd C, FOGELSONG NORMAN A, Harrick Stephen J, Miller J Sanford
Section 16 reporting ended · disclosed 2024-06-14. 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 | Direct | 360,987 |
Last balance in matching sequence
After 2024-06-13 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2024-06-12 · Sale · Disposed 11,603 · Balance 368,626 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.89 to $3.99 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: The securities are held of record by Institutional Venture Partners XIII, L.P. ("IVP XIII"). Institutional Venture Management XIII, LLC ("IVM XIII") is the general partner of IVP XIII. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, J. Sanford Miller and Dennis B. Phelps, Jr. as the managing directors of IVMXIII, may be deemed to have shared voting and dispositive power with respect to the securities held by IVP XIII. Each of IVM XIII and the managing directors disclaims beneficial ownership of the securities reported herein, except to the extent of its or his respective pecuniary interest therein. Row 2 · 2024-06-13 · Sale · Disposed 7,639 · Balance 360,987 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.90 to $4.03 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: The securities are held of record by Institutional Venture Partners XIII, L.P. ("IVP XIII"). Institutional Venture Management XIII, LLC ("IVM XIII") is the general partner of IVP XIII. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, J. Sanford Miller and Dennis B. Phelps, Jr. as the managing directors of IVMXIII, may be deemed to have shared voting and dispositive power with respect to the securities held by IVP XIII. Each of IVM XIII and the managing directors disclaims beneficial ownership of the securities reported herein, except to the extent of its or his respective pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.89 to $3.99 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: The securities are held of record by Institutional Venture Partners XIII, L.P. ("IVP XIII"). Institutional Venture Management XIII, LLC ("IVM XIII") is the general partner of IVP XIII. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, J. Sanford Miller and Dennis B. Phelps, Jr. as the managing directors of IVMXIII, may be deemed to have shared voting and dispositive power with respect to the securities held by IVP XIII. Each of IVM XIII and the managing directors disclaims beneficial ownership of the securities reported herein, except to the extent of its or his respective pecuniary interest therein.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.90 to $4.03 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
On Deck Capital, Inc.
Report date August 20, 2018 · Filed August 22, 2018
Jointly reported with Institutional Venture Management XIV, LLC, Institutional Venture Partners XIV, L.P., Institutional Venture Management XIII, LLC, Institutional Venture Partners XIII, L.P., Chaffee Todd C, FOGELSONG NORMAN A, Harrick Stephen J, Maltz Jules A., Miller J Sanford
Section 16 reporting ended · disclosed 2018-08-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XIII, L.P. | 2,029,251 |
Reported balance
After 2018-08-20 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2018-08-20 · Other · Disposed 2,025,000 · Balance 2,029,251 F2: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XIII, L.P. ("IVP XIII") to their respective partners, including its general partner, Institutional Venture Management XIII, LLC ("IVM XIII"). F3: These shares are owned directly by IVP XIII, of which IVM XIII is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIII are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr. and J. Sanford Miller. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Management XIII, LLC | 0 |
Last balance in matching sequence
After 2018-08-20 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 3 · 2018-08-20 · Other · Acquired 30,375 · Balance 30,375 F4: Represents the receipt of shares in the pro rata in kind distribution of Common Stock of the Issuer by IVP XIII described in footnote (2). F5: The managing directors of IVM XIII are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr. and J. Sanford Miller. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Row 4 · 2018-08-20 · Other · Disposed 30,375 · Balance 0 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F5: The managing directors of IVM XIII are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr. and J. Sanford Miller. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Todd C. Chaffee | 5,729 |
Reported balance
After 2018-08-20 transaction · row 5
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 5 · 2018-08-20 · Other · Acquired 5,729 · Balance 5,729 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. |
| Common StockSEC Table I · non-derivative | IndirectBy Norman A. & Jill M. Fogelsong A Trust U/T/A Dated 3/22/84 | 4,584 |
Reported balance
After 2018-08-20 transaction · row 6
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 6 · 2018-08-20 · Other · Acquired 4,584 · Balance 4,584 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F7: The shares are held by the Norman A. & Jill M. Fogelsong A Trust U/T/A Dated 3/22/84 ("Fogelsong A Trust"). Norman A. Fogelsong is a trustee of the Fogelsong A Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Fogelsong Children's Trust U/T/D 8/1/85 | 1,145 |
Reported balance
After 2018-08-20 transaction · row 7
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 7 · 2018-08-20 · Other · Acquired 1,145 · Balance 1,145 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F8: The shares are held by the Fogelsong Children's Trust U/T/D 8/1/85 ("Fogelsong Children's Trust"). Norman A. Fogelsong is a trustee of the Fogelsong Children's Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy The Harrick Min Family Trust U/D/T 11/30/05 | 5,729 |
Reported balance
After 2018-08-20 transaction · row 8
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 8 · 2018-08-20 · Other · Acquired 5,729 · Balance 5,729 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F9: The shares are held by The Harrick Min Family Trust U/D/T 11/30/05 ("Harrick Min Trust"). Stephen J. Harrick is a trustee of the Harrick Min Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Dennis B. Phelps, Jr. Trust | 5,729 |
Reported balance
After 2018-08-20 transaction · row 9
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 9 · 2018-08-20 · Other · Acquired 5,729 · Balance 5,729 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F10: The shares are held by the Dennis B. Phelps, Jr. Trust ("Phelps Trust"). Dennis B. Phelps, Jr. is the trustee of the Phelps Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Miller Venture Partners | 5,729 |
Reported balance
After 2018-08-20 transaction · row 10
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 10 · 2018-08-20 · Other · Acquired 5,729 · Balance 5,729 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. F11: The shares are held by Miller Venture Partners ("Miller Partners"). J. Sanford Miller is the general partner of Miller Partners and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Jules A. Maltz | 804 |
Reported balance
After 2018-08-20 transaction · row 11
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 11 · 2018-08-20 · Other · Acquired 804 · Balance 804 F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members. |
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XIV, L.P. | 4,054,250 |
Reported balance
Holding disclosure · report date 2018-08-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,054,250 F1: These shares are owned directly by Institutional Venture Partners XIV, L.P. ("IVP XIV"), of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr., J. Sanford Miller and Jules A. Maltz. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are owned directly by Institutional Venture Partners XIV, L.P. ("IVP XIV"), of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr., J. Sanford Miller and Jules A. Maltz. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose.
F2: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XIII, L.P. ("IVP XIII") to their respective partners, including its general partner, Institutional Venture Management XIII, LLC ("IVM XIII").
F3: These shares are owned directly by IVP XIII, of which IVM XIII is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIII are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr. and J. Sanford Miller. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose.
F4: Represents the receipt of shares in the pro rata in kind distribution of Common Stock of the Issuer by IVP XIII described in footnote (2).
F5: The managing directors of IVM XIII are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Dennis B. Phelps, Jr. and J. Sanford Miller. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose.
F6: Represents a pro rata in kind distribution of Common Stock of the Issuer by IVM XIII without consideration to its members.
F7: The shares are held by the Norman A. & Jill M. Fogelsong A Trust U/T/A Dated 3/22/84 ("Fogelsong A Trust"). Norman A. Fogelsong is a trustee of the Fogelsong A Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein.
F8: The shares are held by the Fogelsong Children's Trust U/T/D 8/1/85 ("Fogelsong Children's Trust"). Norman A. Fogelsong is a trustee of the Fogelsong Children's Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein.
F9: The shares are held by The Harrick Min Family Trust U/D/T 11/30/05 ("Harrick Min Trust"). Stephen J. Harrick is a trustee of the Harrick Min Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein.
F10: The shares are held by the Dennis B. Phelps, Jr. Trust ("Phelps Trust"). Dennis B. Phelps, Jr. is the trustee of the Phelps Trust and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein.
F11: The shares are held by Miller Venture Partners ("Miller Partners"). J. Sanford Miller is the general partner of Miller Partners and disclaims beneficial ownership of these securities, except to the extent of his proportionate pecuniary interest therein.
Oportun Financial Corp
Report date September 05, 2023 · Filed September 07, 2023
Jointly reported with Institutional Venture Management XIV, LLC, Institutional Venture Partners XIV, L.P., Chaffee Todd C, FOGELSONG NORMAN A, Harrick Stephen J, Maltz Jules A., Miller J Sanford
Section 16 reporting ended · disclosed 2023-09-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XIV, L.P. | 3,358,691 |
Reported balance
After 2023-09-05 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2023-09-05 · Sale · Disposed 50,000 · Balance 3,358,691 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.13 to $7.57 inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: These shares are owned directly by Institutional Venture Partners XIV, L.P., of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. Each of the Reporting Persons disclaims beneficial ownership of these securities, except to the extent of its or his respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.13 to $7.57 inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: These shares are owned directly by Institutional Venture Partners XIV, L.P., of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. Each of the Reporting Persons disclaims beneficial ownership of these securities, except to the extent of its or his respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.
ZIPRECRUITER, INC.
Report date August 21, 2025 · Filed August 25, 2025
Jointly reported with Institutional Venture Management XIV, LLC, Institutional Venture Partners XIV, L.P., Chaffee Todd C, Dash Somesh, FOGELSONG NORMAN A, Harrick Stephen J, Liaw Eric, Maltz Jules A., Miller J Sanford
Section 16 reporting ended · disclosed 2025-08-25. 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 | IndirectBy Institutional Venture Partners XV, L.P. | 2,939,699 |
Reported balance
After 2025-08-21 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2025-08-21 · Sale · Disposed 1,630,670 · Balance 2,939,699 F1: The sale reported in this Form 4 was effected pursuant to a Share Repurchase Agreement by and among the Issuer, Institutional Venture Partners XV, L.P. ("IVP XV") and Institutional Venture Partners XV Executive Fund, L.P. ("IVP XV EF") dated as of August 21, 2025. F2: The shares are held of record by IVP XV. Institutional Venture Management XV, LLC ("IVM XV") is the general partner of IVP XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV. Each of IVM XV and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XV except to the extent of its or his respective pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XV Executive Fund, L.P. | 15,619 |
Reported balance
After 2025-08-21 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2025-08-21 · Sale · Disposed 8,675 · Balance 15,619 F1: The sale reported in this Form 4 was effected pursuant to a Share Repurchase Agreement by and among the Issuer, Institutional Venture Partners XV, L.P. ("IVP XV") and Institutional Venture Partners XV Executive Fund, L.P. ("IVP XV EF") dated as of August 21, 2025. F3: The shares are held of record by IVP XV EF. IVM XV is the general partner of IVP XV EF. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV EF. Each of IVM XV and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XV except to the extent of its or his respective pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Partners XIV L.P. | 3,809,348 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,809,348 F4: The shares are held of record by Institutional Venture Partners XIV, L.P. ("IVP XIV"). Institutional Venture Management XIV LLC ("IVM XIV") is the general partner of IVP XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVP XIV. Each of IVM XIV and Messrs. Chaffee,Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XIV except to the extent of its or his respective pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Management XIV, LLC | 10,459 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,459 F5: The shares are held of record or beneficially by IVM XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVM XIV. Each of Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XIV except to the extent of his respective pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Institutional Venture Management XV, LLC | 4,247 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 4,247 F6: The shares are held of record or beneficially by IVM XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B.Phelps, Jr. are managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVM XV. Each of Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XV except to the extent of his respective pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | Direct | 13,682 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 13,682 F7: The shares are held of record by Somesh Dash. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 114,181 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 114,181 F8: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 16,311 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 16,311 F8: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 16,311 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 16,311 F8: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 16,311 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 16,311 F8: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 13,682 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 13,682 F9: The shares are held by a family trust, of which Mr. Liaw is the trustee. Mr. Liaw disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 54,369 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 54,369 F10: The shares are held by a family trust, of which Mr. Maltz is the trustee. Mr. Maltz disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 163,114 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 163,114 F11: The shares are held by a family trust, of which Mr. Phelps is the trustee. Mr. Phelps disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Share Repurchase Agreement by and among the Issuer, Institutional Venture Partners XV, L.P. ("IVP XV") and Institutional Venture Partners XV Executive Fund, L.P. ("IVP XV EF") dated as of August 21, 2025.
F2: The shares are held of record by IVP XV. Institutional Venture Management XV, LLC ("IVM XV") is the general partner of IVP XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV. Each of IVM XV and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XV except to the extent of its or his respective pecuniary interest therein.
F3: The shares are held of record by IVP XV EF. IVM XV is the general partner of IVP XV EF. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVP XV EF. Each of IVM XV and Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XV except to the extent of its or his respective pecuniary interest therein.
F4: The shares are held of record by Institutional Venture Partners XIV, L.P. ("IVP XIV"). Institutional Venture Management XIV LLC ("IVM XIV") is the general partner of IVP XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVP XIV. Each of IVM XIV and Messrs. Chaffee,Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XIV except to the extent of its or his respective pecuniary interest therein.
F5: The shares are held of record or beneficially by IVM XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVM XIV. Each of Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XIV except to the extent of his respective pecuniary interest therein.
F6: The shares are held of record or beneficially by IVM XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B.Phelps, Jr. are managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVM XV. Each of Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XV except to the extent of his respective pecuniary interest therein.
F7: The shares are held of record by Somesh Dash.
F8: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein.
F9: The shares are held by a family trust, of which Mr. Liaw is the trustee. Mr. Liaw disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein.
F10: The shares are held by a family trust, of which Mr. Maltz is the trustee. Mr. Maltz disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein.
F11: The shares are held by a family trust, of which Mr. Phelps is the trustee. Mr. Phelps disclaims beneficial ownership of these shares except to the extent of his proportionate 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 |
|---|---|---|---|---|---|---|
| September 06, 2023 Filed Sep 8, 2023 16:21 UTC | Lulu's Fashion Lounge Holdings, Inc. LVLU · Entity 7397 | OtherCommon Stock | 2,972 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-048781 · doc4.xml · nonDerivative · entry 2 Institutional Venture Management XV, LLC · CIK 0001640275 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Liaw Eric · CIK 0001644264 · 10% owner Institutional Venture Management XVI, LLC · CIK 0001716997 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Institutional Venture Management XV, LLC Disclosed balance after: 23,600 F1 · kind: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI. F1 · price: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI. F3 · ownership.nature: The shares are held directly by IVM XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Eric Liaw, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVM XV. Each of Messrs. Chaffee, Dash, Fogelsong, Liaw, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XV except to the extent of his respective proportionate pecuniary interest therein. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 16:21 UTC | Lulu's Fashion Lounge Holdings, Inc. LVLU · Entity 7397 | OtherCommon Stock | 5,944 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-048781 · doc4.xml · nonDerivative · entry 1 Institutional Venture Management XV, LLC · CIK 0001640275 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Liaw Eric · CIK 0001644264 · 10% owner Institutional Venture Management XVI, LLC · CIK 0001716997 · 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 F1 · kind: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI. F1 · price: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI. F2 · ownership.direct: The shares are held directly by Eric Liaw. Read SEC document |
| September 05, 2023 Filed Sep 7, 2023 16:44 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 50,000 | $7.31 | $365,500.00 |
DisclosureSEC source: 0001209191-23-048647 · doc4.xml · nonDerivative · entry 1 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Institutional Venture Partners XIV, L.P. Disclosed balance after: 3,358,691 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.13 to $7.57 inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: These shares are owned directly by Institutional Venture Partners XIV, L.P., of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. Each of the Reporting Persons disclaims beneficial ownership of these securities, except to the extent of its or his respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | ConversionClass B Common Stock · Derivative | 3,800,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · derivative · entry 19 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 3,809,348 Underlying: Class A Common Stock · 3,800,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: These shares of Class B common stock were converted on a one-for-one basis into Class A common stock for no additional consideration. F18 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F18 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F18 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · ownership.direct: The shares are held of record or beneficially by Institutional Venture Partners XIV, L.P. ("IVP XIV"). Institutional Venture Management XIV LLC ("IVM XIV") is the general partner of IVP XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVP XIV. Each of IVM XIV and Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XIV except to the extent of its or his respective pecuniary interest therein. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 143,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 15 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 163,114 F7 · kind: Represents receipt of shares in the distribution in kind described in footnote (6). F14 · ownership.nature: The shares are held by a family trust, of which Mr. Phelps is the trustee. Mr. Phelps disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 71,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 14 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 81,557 F7 · kind: Represents receipt of shares in the distribution in kind described in footnote (6). F13 · ownership.nature: The shares are held by a family trust, of which Mr. Miller is the trustee. Mr. Miller disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 71,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 13 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 81,557 F7 · kind: Represents receipt of shares in the distribution in kind described in footnote (6). F13 · ownership.nature: The shares are held by a family trust, of which Mr. Miller is the trustee. Mr. Miller disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 47,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 12 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 54,369 F7 · kind: Represents receipt of shares in the distribution in kind described in footnote (6). F12 · ownership.nature: The shares are held by a family trust, of which Mr. Maltz is the trustee. Mr. Maltz disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 143,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 11 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 163,114 F7 · kind: Represents receipt of shares in the distribution in kind described in footnote (6). F11 · ownership.nature: The shares are held by a family trust, of which Mr. Harrick is the trustee. Mr. Harrick disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 14,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 10 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 16,311 F7 · kind: Represents receipt of shares in the distribution in kind described in footnote (6). F10 · ownership.nature: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 14,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 9 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 16,311 F7 · kind: Represents receipt of shares in the distribution in kind described in footnote (6). F10 · ownership.nature: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 14,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 8 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 16,311 F7 · kind: Represents receipt of shares in the distribution in kind described in footnote (6). F10 · ownership.nature: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 100,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 7 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 114,181 F7 · kind: Represents receipt of shares in the distribution in kind described in footnote (6). F10 · ownership.nature: The shares are held by a family trust, of which Mr. Fogelsong is the trustee. Mr. Fogelsong disclaims beneficial ownership of these shares except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 12,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 6 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 13,682 F7 · kind: Represents receipt of shares in the distribution in kind described in footnote (6). F9 · ownership.direct: The shares are held by Somesh Dash. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 143,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 5 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 143,126 F7 · kind: Represents receipt of shares in the distribution in kind described in footnote (6). F8 · ownership.direct: The shares are held by Todd C. Chaffee. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 805,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 4 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Institutional Venture Management XIV, LLC Disclosed balance after: 4,248 F6 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by IVM XIV to its members without additional consideration. F5 · ownership.nature: The shares are held of record or beneficially by IVM XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVM XIV. Each of Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XIV except to the extent of his respective pecuniary interest therein. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 805,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 3 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Institutional Venture Management XIV, LLC Disclosed balance after: 809,848 F4 · kind: Represents receipt of shares in the distribution in kind described in footnote (3). F5 · ownership.nature: The shares are held of record or beneficially by IVM XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVM XIV. Each of Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XIV except to the extent of his respective pecuniary interest therein. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 3,800,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 2 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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 F3 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by IVP XIV to its general partner and limited partners without additional consideration. F2 · ownership.direct: The shares are held of record or beneficially by Institutional Venture Partners XIV, L.P. ("IVP XIV"). Institutional Venture Management XIV LLC ("IVM XIV") is the general partner of IVP XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVP XIV. Each of IVM XIV and Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XIV except to the extent of its or his respective pecuniary interest therein. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 16:28 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | ConversionClass A Common Stock | 3,800,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047960 · doc4.xml · nonDerivative · entry 1 Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 3,800,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: These shares of Class B common stock were converted on a one-for-one basis into Class A common stock for no additional consideration. F2 · ownership.direct: The shares are held of record or beneficially by Institutional Venture Partners XIV, L.P. ("IVP XIV"). Institutional Venture Management XIV LLC ("IVM XIV") is the general partner of IVP XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVP XIV. Each of IVM XIV and Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVP XIV except to the extent of its or his respective pecuniary interest therein. Read SEC document |
| August 03, 2023 Filed Aug 4, 2023 18:24 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 111,347 | $1.05 | $116,914.35 |
DisclosureSEC source: 0001209191-23-044679 · doc4.xml · nonDerivative · entry 1 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 9,862,867 Read SEC document |
| July 12, 2023 Filed Jul 14, 2023 18:11 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 1,960 | $1.05 | $2,058.00 |
DisclosureSEC source: 0001209191-23-042299 · doc4.xml · nonDerivative · entry 1 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 9,974,214 Read SEC document |
| June 23, 2023 Filed Jun 23, 2023 17:45 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 9,807 | $1.05 | $10,297.35 |
DisclosureSEC source: 0001209191-23-039487 · doc4.xml · nonDerivative · entry 2 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 9,976,174 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.05 to $1.06 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 17:45 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 5,320 | $1.05 | $5,586.00 |
DisclosureSEC source: 0001209191-23-039487 · doc4.xml · nonDerivative · entry 1 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 9,985,981 Read SEC document |
| June 20, 2023 Filed Jun 20, 2023 17:35 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 4,179 | $1.05 | $4,387.95 |
DisclosureSEC source: 0001209191-23-038546 · doc4.xml · nonDerivative · entry 3 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 9,991,301 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.05 to $1.06 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 17:35 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 55,207 | $1.05 | $57,967.35 |
DisclosureSEC source: 0001209191-23-038546 · doc4.xml · nonDerivative · entry 2 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 9,995,480 Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 17:28 UTC | Lulu's Fashion Lounge Holdings, Inc. LVLU · Entity 7397 | OtherCommon Stock | 16,149 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-038528 · doc4.xml · nonDerivative · entry 3 Institutional Venture Management XV, LLC · CIK 0001640275 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Liaw Eric · CIK 0001644264 · 10% owner Institutional Venture Management XVI, LLC · CIK 0001716997 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Institutional Venture Management XVI, LLC Disclosed balance after: 20,628 F1 · kind: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI. F1 · price: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI. F5 · ownership.nature: The shares are held directly by IVM XVI. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Stephen J. Harrick, Eric Liaw, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XVI and may be deemed to share voting and dispositive power over the shares held by IVM XVI. Each of Messrs. Chaffee, Dash, Fogelsong, Harrick, Liaw, Maltz, Miller and Phelps disclaims beneficial ownership of these securities, except to the extent of his respective proportionate pecuniary interest therein. Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 17:28 UTC | Lulu's Fashion Lounge Holdings, Inc. LVLU · Entity 7397 | OtherCommon Stock | 6,765 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-038528 · doc4.xml · nonDerivative · entry 2 Institutional Venture Management XV, LLC · CIK 0001640275 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Liaw Eric · CIK 0001644264 · 10% owner Institutional Venture Management XVI, LLC · CIK 0001716997 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Institutional Venture Management XV, LLC Disclosed balance after: 20,628 F1 · kind: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI. F1 · price: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI. F4 · ownership.nature: The shares are held directly by IVM XV. Todd C. Chaffee, Somesh Dash, Norman A. Fogelsong, Eric Liaw, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVM XV. Each of Messrs. Chaffee, Dash, Fogelsong, Liaw, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XV except to the extent of his respective proportionate pecuniary interest therein. Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 17:28 UTC | Lulu's Fashion Lounge Holdings, Inc. LVLU · Entity 7397 | OtherCommon Stock | 22,914 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-038528 · doc4.xml · nonDerivative · entry 1 Institutional Venture Management XV, LLC · CIK 0001640275 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Liaw Eric · CIK 0001644264 · 10% owner Institutional Venture Management XVI, LLC · CIK 0001716997 · 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: 5,944 F1 · kind: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI. F1 · price: Represents the transfer of shares, which Eric Liaw received pursuant to the Issuer's non-employee director compensation policy, from Mr. Liaw to each of Institutional Venture Management XV, LLC ("IVM XV") and Institutional Venture Management XVI, LLC ("IVM XVI"). Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to IVM XV and IVM XVI. F2 · balance_after: The shares held directly by Eric Liaw prior to the transactions reported herein reflect the cancellation of unvested RSUs in connection with the completion of Mr. Liaw's service as a director of the Issuer. F3 · ownership.direct: The shares are held directly by Eric Liaw. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 19:41 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 4,247 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-038118 · doc4.xml · nonDerivative · entry 2 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Institutional Venture Management XV, LLC · CIK 0001640275 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Institutional Venture Management XV, LLC Disclosed balance after: 4,247 F1 · kind: Represents the receipt of shares from Eric Liaw that Mr. Liaw received pursuant to the Issuer's non-employee director compensation policy. Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to Institutional Venture Management XIV, LLC ("IVM XIV") and Institutional Venture Management XV, LLC ("IVM XV"). F1 · price: Represents the receipt of shares from Eric Liaw that Mr. Liaw received pursuant to the Issuer's non-employee director compensation policy. Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to Institutional Venture Management XIV, LLC ("IVM XIV") and Institutional Venture Management XV, LLC ("IVM XV"). F3 · ownership.nature: The shares are held of record or beneficially by IVM XV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller, Dennis B. Phelps, Jr., Somesh Dash and Eric Liaw are the managing directors of IVM XV and may be deemed to share voting and dispositive power over the shares held by IVM XV. Each of Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller, Phelps and Dash disclaims beneficial ownership of the shares held by IVP XV except to the extent of his respective pecuniary interest therein. Mr. Liaw is a director of the Issuer and files separate Section 16 reports. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 19:41 UTC | ZIPRECRUITER, INC. ZIP · Entity 5790 | OtherClass A Common Stock | 4,248 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-038118 · doc4.xml · nonDerivative · entry 1 Institutional Venture Management XIV, LLC · CIK 0001550304 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner Dash Somesh · CIK 0001843938 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Maltz Jules A. · CIK 0001553254 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Institutional Venture Management XV, LLC · CIK 0001640275 · 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: 4,248 F1 · kind: Represents the receipt of shares from Eric Liaw that Mr. Liaw received pursuant to the Issuer's non-employee director compensation policy. Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to Institutional Venture Management XIV, LLC ("IVM XIV") and Institutional Venture Management XV, LLC ("IVM XV"). F1 · price: Represents the receipt of shares from Eric Liaw that Mr. Liaw received pursuant to the Issuer's non-employee director compensation policy. Pursuant to a series of Director Compensation Assignment Agreements, Mr. Liaw has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to Institutional Venture Management XIV, LLC ("IVM XIV") and Institutional Venture Management XV, LLC ("IVM XV"). F2 · ownership.direct: The shares are held of record or beneficially by IVM XIV. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. are the managing directors of IVM XIV and may be deemed to share voting and dispositive power over the shares held by IVM XIV. Each of Messrs. Chaffee, Fogelsong, Harrick, Maltz, Miller and Phelps disclaims beneficial ownership of the shares held by IVM XIV except to the extent of his respective pecuniary interest therein. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 17:35 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 5,771 | $1.05 | $6,059.55 |
DisclosureSEC source: 0001209191-23-038546 · doc4.xml · nonDerivative · entry 1 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,050,687 Read SEC document |
| June 14, 2023 Filed Jun 14, 2023 19:02 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 5,808 | $1.05 | $6,098.40 |
DisclosureSEC source: 0001209191-23-037191 · doc4.xml · nonDerivative · entry 3 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,056,458 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.05 to $1.06 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 19:02 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 21,620 | $1.06 | $22,917.20 |
DisclosureSEC source: 0001209191-23-037191 · doc4.xml · nonDerivative · entry 2 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,062,266 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.05 to $1.09 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 19:02 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 9,822 | $1.05 | $10,313.10 |
DisclosureSEC source: 0001209191-23-037191 · doc4.xml · nonDerivative · entry 1 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,083,886 Read SEC document |
| June 09, 2023 Filed Jun 9, 2023 17:41 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 63,948 | $1.05 | $67,145.40 |
DisclosureSEC source: 0001209191-23-035986 · doc4.xml · nonDerivative · entry 3 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,093,708 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.05 to $1.07 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 08, 2023 Filed Jun 9, 2023 17:41 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 8,124 | $1.05 | $8,530.20 |
DisclosureSEC source: 0001209191-23-035986 · doc4.xml · nonDerivative · entry 2 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,157,656 Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 17:41 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 53,978 | $1.05 | $56,676.90 |
DisclosureSEC source: 0001209191-23-035986 · doc4.xml · nonDerivative · entry 1 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,165,780 Read SEC document |
| June 06, 2023 Filed Jun 6, 2023 17:41 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 2,908 | $1.05 | $3,053.40 |
DisclosureSEC source: 0001209191-23-034831 · doc4.xml · nonDerivative · entry 3 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,219,758 Read SEC document |
| June 05, 2023 Filed Jun 6, 2023 17:41 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 112,248 | $0.98 | $110,003.04 |
DisclosureSEC source: 0001209191-23-034831 · doc4.xml · nonDerivative · entry 2 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,222,666 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.95 to $1.01 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 02, 2023 Filed Jun 6, 2023 17:41 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 60,022 | $0.96 | $57,621.12 |
DisclosureSEC source: 0001209191-23-034831 · doc4.xml · nonDerivative · entry 1 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,334,914 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.95 to $0.97 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 01, 2023 Filed Jun 1, 2023 20:54 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 232 | $0.95 | $220.40 |
DisclosureSEC source: 0001209191-23-033477 · doc4.xml · nonDerivative · entry 3 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,394,936 Read SEC document |
| May 31, 2023 Filed Jun 1, 2023 20:54 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 64,627 | $0.95 | $61,395.65 |
DisclosureSEC source: 0001209191-23-033477 · doc4.xml · nonDerivative · entry 2 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,395,168 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.95 to $0.96 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 20:54 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 721 | $0.95 | $684.95 |
DisclosureSEC source: 0001209191-23-033477 · doc4.xml · nonDerivative · entry 1 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,459,795 Read SEC document |
| May 26, 2023 Filed May 26, 2023 17:45 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 224 | $0.95 | $212.80 |
DisclosureSEC source: 0001209191-23-032673 · doc4.xml · nonDerivative · entry 3 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,460,516 Read SEC document |
| May 25, 2023 Filed May 26, 2023 17:45 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 3,440 | $0.95 | $3,268.00 |
DisclosureSEC source: 0001209191-23-032673 · doc4.xml · nonDerivative · entry 2 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,460,740 Read SEC document |
| May 24, 2023 Filed May 26, 2023 18:22 UTC | Honest Company, Inc. HNST · Entity 5346 | OtherCommon Stock (RSUs) | 105,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032689 · doc4.xml · nonDerivative · entry 1 Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Institutional Venture Management XIII, LLC Disclosed balance after: 202,403 F1 · kind: Eric Liaw has entered into a Director Compensation Assignment Agreement, pursuant to which he has agreed to assign the beneficial interest in any equity awards granted to him for his service as director of the Issuer to Institutional Venture Management XIII, LLC ("IVM XIII"). F2 · kind: The RSUs vest on the earlier of (i) May 24, 2024, and (ii) the date immediately prior to the 2024 Annual Meeting of stockholders and are payable in an equivalent number of shares of the Issuer's Common Stock. F3 · ownership.nature: The shares are held of record or beneficially by IVM XIII. Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, J. Sanford Miller and Dennis B. Phelps, Jr. as the managing directors of IVM XIII, may be deemed to have shared beneficial ownership with respect to the shares held of record or beneficially by IVM XIII. Each of the foregoing entities and individuals disclaims beneficial ownership of the securities reported herein, except to the extent of its or his respective pecuniary interest therein. Read SEC document |
| May 24, 2023 Filed May 26, 2023 17:45 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 12,442 | $0.95 | $11,819.90 |
DisclosureSEC source: 0001209191-23-032673 · doc4.xml · nonDerivative · entry 1 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,464,180 Read SEC document |
| May 23, 2023 Filed May 23, 2023 19:36 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 76,831 | $0.95 | $72,989.45 |
DisclosureSEC source: 0001209191-23-031776 · doc4.xml · nonDerivative · entry 3 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,476,622 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.95 to $0.96 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 22, 2023 Filed May 23, 2023 19:36 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 58,089 | $0.95 | $55,184.55 |
DisclosureSEC source: 0001209191-23-031776 · doc4.xml · nonDerivative · entry 2 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,553,453 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.95 to $0.96 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 19, 2023 Filed May 23, 2023 19:36 UTC | Inspirato Inc ISPO · Entity 67580 | SaleClass A Common Stock | 70,416 | $0.96 | $67,599.36 |
DisclosureSEC source: 0001209191-23-031776 · doc4.xml · nonDerivative · entry 1 Institutional Venture Partners XIII, L.P. · CIK 0001493922 · 10% owner Institutional Venture Management XIII, LLC · CIK 0001493921 · 10% owner Chaffee Todd C · CIK 0001300134 · 10% owner FOGELSONG NORMAN A · CIK 0001140932 · 10% owner Harrick Stephen J · CIK 0001299975 · 10% owner Miller J Sanford · CIK 0001359524 · 10% owner Phelps Dennis B · CIK 0001299965 · 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: 10,611,542 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.95 to $0.98 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. 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.