person · Reporting owner

Bernstein Bradford E

Disclosed activity across 3 companies

Tapewire entity: 80664
SEC CIK: 0001373735

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Sunlight Financial Holdings Inc.SUNL · Entity 109236	Director	July 09, 2021	July 19, 2021

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.

Sunlight Financial Holdings Inc.

Report date July 09, 2021 · Filed July 19, 2021

This filing explicitly reported no securities owned.

Past disclosures · reporting ended (2)

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

CardConnect Corp.

Report date July 06, 2017 · Filed July 06, 2017

Jointly reported with FTVentures Management III, L.L.C., FTVentures III LP, FTVentures III N LP, FTVentures III TLP, HAYNES DAVID, HURET ROBERT A, HALE JAMES C III

Section 16 reporting ended · disclosed 2017-07-06. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosure context
Common StockSEC Table I · non-derivative	IndirectBy FTVentures III, L:P.	Reported balance After 2017-07-06 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2017-07-06 · Disposition to issuer · Disposed 9,756,030 · Balance 0 F1: On May 29, 2017, the Issuer agreed to be acquired by First Data Corporation, a Delaware corporation ("First Data"), for $15.00 per share of common stock in cash. All shares of common stock validly tendered and not withdrawn were accepted for payment, including those shares tendered by the Reporting Persons. On July 6, 2017, payment in consideration for the validly tendered common stock was made to the Reporting Persons by First Data. As a result, the Reporting Persons no longer beneficially own any common stock.
Common StockSEC Table I · non-derivative	IndirectBy FTVentures III-N, L:P.	Reported balance After 2017-07-06 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 2 · 2017-07-06 · Disposition to issuer · Disposed 528,983 · Balance 0 F1: On May 29, 2017, the Issuer agreed to be acquired by First Data Corporation, a Delaware corporation ("First Data"), for $15.00 per share of common stock in cash. All shares of common stock validly tendered and not withdrawn were accepted for payment, including those shares tendered by the Reporting Persons. On July 6, 2017, payment in consideration for the validly tendered common stock was made to the Reporting Persons by First Data. As a result, the Reporting Persons no longer beneficially own any common stock.
Common StockSEC Table I · non-derivative	IndirectBy FTVentures III-T, L:P.	Reported balance After 2017-07-06 transaction · row 3 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 3 · 2017-07-06 · Disposition to issuer · Disposed 317,390 · Balance 0 F1: On May 29, 2017, the Issuer agreed to be acquired by First Data Corporation, a Delaware corporation ("First Data"), for $15.00 per share of common stock in cash. All shares of common stock validly tendered and not withdrawn were accepted for payment, including those shares tendered by the Reporting Persons. On July 6, 2017, payment in consideration for the validly tendered common stock was made to the Reporting Persons by First Data. As a result, the Reporting Persons no longer beneficially own any common stock.

Filing footnotes · ownership attribution and instrument terms

F1: On May 29, 2017, the Issuer agreed to be acquired by First Data Corporation, a Delaware corporation ("First Data"), for $15.00 per share of common stock in cash. All shares of common stock validly tendered and not withdrawn were accepted for payment, including those shares tendered by the Reporting Persons. On July 6, 2017, payment in consideration for the validly tendered common stock was made to the Reporting Persons by First Data. As a result, the Reporting Persons no longer beneficially own any common stock.

Enfusion, Inc.

Report date April 21, 2025 · Filed April 21, 2025

Jointly reported with FTV IV, L.P.

Section 16 reporting ended · disclosed 2025-04-21. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	IndirectSee footnote	0	Reported balance After 2025-04-21 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2025-04-21 · Disposition to issuer · Disposed 32,440,463 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion. F2: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration"). F3: Represents shares of Common Stock, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock. F4: As a result of the consummation of the transactions contemplated Merger Agreement, the Reporting Person ceased to be the beneficial owner of any shares of Common Stock. This Form 4 constitutes an exit filing by the Reporting Person. F5: Includes 31,297,606 shares of Common Stock held by FTV IV, L.P. ("Fund IV") and 1,142,857 shares of Common Stock held by FTV Investment Holdings, L.P. ("Holdings"). Mr. Bernstein is the managing partner of FTV Capital and shares voting and dispositive power with regard to the shares directly held by Fund IV and Holdings. Mr. Bernstein disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion.

F2: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration").

F3: Represents shares of Common Stock, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock.

F4: As a result of the consummation of the transactions contemplated Merger Agreement, the Reporting Person ceased to be the beneficial owner of any shares of Common Stock. This Form 4 constitutes an exit filing by the Reporting Person.

F5: Includes 31,297,606 shares of Common Stock held by FTV IV, L.P. ("Fund IV") and 1,142,857 shares of Common Stock held by FTV Investment Holdings, L.P. ("Holdings"). Mr. Bernstein is the managing partner of FTV Capital and shares voting and dispositive power with regard to the shares directly held by Fund IV and Holdings. Mr. Bernstein disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Transaction history

JSON API

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
April 21, 2025 Filed Apr 21, 2025 17:00 UTC	Enfusion, Inc. ENFN · Entity 80590	Disposition to issuerClass A Common Stock	32,440,463	Not disclosed	Not disclosed	Disclosure SEC source: 0001104659-25-036889 · tm2512604-12_4seq1.xml · nonDerivative · entry 1 Bernstein Bradford E · CIK 0001373735 · Director · 10% owner FTV IV, L.P. · CIK 0001560793 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion. F2 · kind: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration"). F3 · shares: Represents shares of Common Stock, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock. F2 · price: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration"). F3 · price: Represents shares of Common Stock, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock. F4 · balance_after: As a result of the consummation of the transactions contemplated Merger Agreement, the Reporting Person ceased to be the beneficial owner of any shares of Common Stock. This Form 4 constitutes an exit filing by the Reporting Person. F5 · ownership.nature: Includes 31,297,606 shares of Common Stock held by FTV IV, L.P. ("Fund IV") and 1,142,857 shares of Common Stock held by FTV Investment Holdings, L.P. ("Holdings"). Mr. Bernstein is the managing partner of FTV Capital and shares voting and dispositive power with regard to the shares directly held by Fund IV and Holdings. Mr. Bernstein disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document
June 15, 2023 Filed Jun 16, 2023 17:01 UTC	Enfusion, Inc. ENFN · Entity 80590	GrantClass A Common Stock	1,142,857	$8.12	$9,279,427.41	Disclosure SEC source: 0001104659-23-072318 · tm2318952-2_4seq1.xml · nonDerivative · entry 1 Bernstein Bradford E · CIK 0001373735 · Director · 10% owner FTV IV, L.P. · CIK 0001560793 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 32,440,463 F1 · price: As per the Purchase Agreement, the reported securities were acquired by FTV Investment Holdings, L.P. ("Holdings") at price of $8.1195 per share, which is based on the average share price over the 20 days preceding the transaction. F2 · balance_after: Includes 31,297,606 shares of Class A Common Stock ("Class A Shares") held by FTV IV, L.P. ("Fund IV") and the reported 1,142,857 Class A Shares directly acquired, and separately reported on a Form 3 filed, by Holdings. Mr. Bernstein is the managing partner of FTV Capital and shares voting and dispositive power with regard to the shares directly held by Fund IV and Holdings. Mr. Bernstein disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. F2 · ownership.nature: Includes 31,297,606 shares of Class A Common Stock ("Class A Shares") held by FTV IV, L.P. ("Fund IV") and the reported 1,142,857 Class A Shares directly acquired, and separately reported on a Form 3 filed, by Holdings. Mr. Bernstein is the managing partner of FTV Capital and shares voting and dispositive power with regard to the shares directly held by Fund IV and Holdings. Mr. Bernstein disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document
October 25, 2021 Filed Apr 21, 2022 17:30 UTC	Enfusion, Inc. ENFN · Entity 80590	SaleClass A Common Stock	4,075,531	$15.90	$64,780,565.25	Disclosure SEC source: 0001104659-22-048465 · tm2213260-1_4seq1.xml · nonDerivative · entry 1 Bernstein Bradford E · CIK 0001373735 · Director · 10% owner FTV IV, L.P. · CIK 0001560793 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 31,297,606 F1 · shares: Represents shares of Class A Common Stock sold to the underwriters in the Issuer's initial public offering. F2 · ownership.nature: The reported securities are held by FTV IV, L.P. Mr. Bernstein is the managing partner of FTV and shares voting and dispositive power with regard to the shares directly held by FTV IV, L.P. Mr. Bernstein disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document
July 06, 2017 Filed Jul 6, 2017 16:15 UTC	CardConnect Corp. CCN · Entity 174495	Disposition to issuerCommon Stock	317,390	Not disclosed	Not disclosed	Disclosure SEC source: 0001213900-17-007231 · f4070617ftventures_card.xml · nonDerivative · entry 3 FTVentures Management III, L.L.C. · CIK 0001526863 · 10% owner FTVentures III LP · CIK 0001386293 · 10% owner FTVentures III N LP · CIK 0001386205 · 10% owner FTVentures III TLP · CIK 0001386206 · 10% owner Bernstein Bradford E · CIK 0001373735 · 10% owner HAYNES DAVID · CIK 0001127903 · 10% owner HURET ROBERT A · CIK 0001204659 · 10% owner HALE JAMES C III · CIK 0001373766 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By FTVentures III-T, L:P. Disclosed balance after: 0 F1 · price: On May 29, 2017, the Issuer agreed to be acquired by First Data Corporation, a Delaware corporation ("First Data"), for $15.00 per share of common stock in cash. All shares of common stock validly tendered and not withdrawn were accepted for payment, including those shares tendered by the Reporting Persons. On July 6, 2017, payment in consideration for the validly tendered common stock was made to the Reporting Persons by First Data. As a result, the Reporting Persons no longer beneficially own any common stock. Read SEC document
July 06, 2017 Filed Jul 6, 2017 16:15 UTC	CardConnect Corp. CCN · Entity 174495	Disposition to issuerCommon Stock	528,983	Not disclosed	Not disclosed	Disclosure SEC source: 0001213900-17-007231 · f4070617ftventures_card.xml · nonDerivative · entry 2 FTVentures Management III, L.L.C. · CIK 0001526863 · 10% owner FTVentures III LP · CIK 0001386293 · 10% owner FTVentures III N LP · CIK 0001386205 · 10% owner FTVentures III TLP · CIK 0001386206 · 10% owner Bernstein Bradford E · CIK 0001373735 · 10% owner HAYNES DAVID · CIK 0001127903 · 10% owner HURET ROBERT A · CIK 0001204659 · 10% owner HALE JAMES C III · CIK 0001373766 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By FTVentures III-N, L:P. Disclosed balance after: 0 F1 · price: On May 29, 2017, the Issuer agreed to be acquired by First Data Corporation, a Delaware corporation ("First Data"), for $15.00 per share of common stock in cash. All shares of common stock validly tendered and not withdrawn were accepted for payment, including those shares tendered by the Reporting Persons. On July 6, 2017, payment in consideration for the validly tendered common stock was made to the Reporting Persons by First Data. As a result, the Reporting Persons no longer beneficially own any common stock. Read SEC document
July 06, 2017 Filed Jul 6, 2017 16:15 UTC	CardConnect Corp. CCN · Entity 174495	Disposition to issuerCommon Stock	9,756,030	Not disclosed	Not disclosed	Disclosure SEC source: 0001213900-17-007231 · f4070617ftventures_card.xml · nonDerivative · entry 1 FTVentures Management III, L.L.C. · CIK 0001526863 · 10% owner FTVentures III LP · CIK 0001386293 · 10% owner FTVentures III N LP · CIK 0001386205 · 10% owner FTVentures III TLP · CIK 0001386206 · 10% owner Bernstein Bradford E · CIK 0001373735 · 10% owner HAYNES DAVID · CIK 0001127903 · 10% owner HURET ROBERT A · CIK 0001204659 · 10% owner HALE JAMES C III · CIK 0001373766 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By FTVentures III, L:P. Disclosed balance after: 0 F1 · price: On May 29, 2017, the Issuer agreed to be acquired by First Data Corporation, a Delaware corporation ("First Data"), for $15.00 per share of common stock in cash. All shares of common stock validly tendered and not withdrawn were accepted for payment, including those shares tendered by the Reporting Persons. On July 6, 2017, payment in consideration for the validly tendered common stock was made to the Reporting Persons by First Data. As a result, the Reporting Persons no longer beneficially own any common stock. 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.