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THOMA BRAVO DISCOVER FUND II-A, L.P.

Disclosed activity across 1 company

Tapewire entity
86692
SEC CIK
0001717783

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
MeridianLink, Inc.MLNK · Entity 7396110% ownerOctober 18, 2024October 18, 2024

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.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, par value $0.001 per shareSEC Table I · non-derivativeIndirectSee footnote28,932,388 Reported balance After 2024-10-18 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2024-10-18 · Sale · Disposed 650,000 · Balance 28,932,388

F1: Consists of 12,005,495 shares held directly by Thoma Bravo Discover Fund, L.P. ("TB Discover"), 2,460,699 shares held directly by Thoma Bravo Discover Fund A, L.P. ("TB Discover A"), 10,000,539 shares held directly by Thoma Bravo Discover Fund II, L.P. ("TB Discover II"), 4,245,061 shares held directly by Thoma Bravo Discover Fund II-A, L.P. ("TB Discover II-A") and 220,594 shares held directly by Thoma Bravo Discover Executive Fund II, L.P. ("TB Discover Exec II").

F2: Thoma Bravo Discover Partners, L.P. ("TB Discover Partners") is the general partner of each of TB Discover and TB Discover A. Thoma Bravo Discover Partners II, L.P. ("TB Discover Partners II") is the general partner of each of TB Discover II, TB Discover II-A and TB Discover Exec II. Thoma Bravo UGP, LLC ("TB UGP") is the ultimate general partner of each of TB Discover Partners and TB Discover Partners II. By virtue of the relationships described in this footnote, TB UGP, may be deemed to exercise voting and dispositive power with respect to the shares held directly by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II. TB UGP disclaims beneficial ownership of the shares owned by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II except to the extent of its pecuniary interest therein, if any.

Filing footnotes · ownership attribution and instrument terms

F1: Consists of 12,005,495 shares held directly by Thoma Bravo Discover Fund, L.P. ("TB Discover"), 2,460,699 shares held directly by Thoma Bravo Discover Fund A, L.P. ("TB Discover A"), 10,000,539 shares held directly by Thoma Bravo Discover Fund II, L.P. ("TB Discover II"), 4,245,061 shares held directly by Thoma Bravo Discover Fund II-A, L.P. ("TB Discover II-A") and 220,594 shares held directly by Thoma Bravo Discover Executive Fund II, L.P. ("TB Discover Exec II").

F2: Thoma Bravo Discover Partners, L.P. ("TB Discover Partners") is the general partner of each of TB Discover and TB Discover A. Thoma Bravo Discover Partners II, L.P. ("TB Discover Partners II") is the general partner of each of TB Discover II, TB Discover II-A and TB Discover Exec II. Thoma Bravo UGP, LLC ("TB UGP") is the ultimate general partner of each of TB Discover Partners and TB Discover Partners II. By virtue of the relationships described in this footnote, TB UGP, may be deemed to exercise voting and dispositive power with respect to the shares held directly by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II. TB UGP disclaims beneficial ownership of the shares owned by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II except to the extent of its pecuniary interest therein, if any.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 18, 2024 Filed Oct 18, 2024 16:21 UTC MeridianLink, Inc. MLNK · Entity 73961 SaleCommon Stock, par value $0.001 per share 650,000 $21.05 $13,682,500.00
Disclosure

SEC source: 0000950170-24-115614 · ownership.xml · nonDerivative · entry 1

THOMA BRAVO UGP, LLC · CIK 0001813487 · 10% owner

THOMA BRAVO DISCOVER FUND, L.P. · CIK 0001658628 · 10% owner

THOMA BRAVO DISCOVER FUND A, L.P. · CIK 0001658627 · 10% owner

THOMA BRAVO DISCOVER FUND II, L.P. · CIK 0001717782 · 10% owner

THOMA BRAVO DISCOVER FUND II-A, L.P. · CIK 0001717783 · 10% owner

THOMA BRAVO DISCOVER EXECUTIVE FUND II, L.P. · CIK 0001730595 · 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: 28,932,388

F1 · balance_after: Consists of 12,005,495 shares held directly by Thoma Bravo Discover Fund, L.P. ("TB Discover"), 2,460,699 shares held directly by Thoma Bravo Discover Fund A, L.P. ("TB Discover A"), 10,000,539 shares held directly by Thoma Bravo Discover Fund II, L.P. ("TB Discover II"), 4,245,061 shares held directly by Thoma Bravo Discover Fund II-A, L.P. ("TB Discover II-A") and 220,594 shares held directly by Thoma Bravo Discover Executive Fund II, L.P. ("TB Discover Exec II").

F2 · ownership.direct: Thoma Bravo Discover Partners, L.P. ("TB Discover Partners") is the general partner of each of TB Discover and TB Discover A. Thoma Bravo Discover Partners II, L.P. ("TB Discover Partners II") is the general partner of each of TB Discover II, TB Discover II-A and TB Discover Exec II. Thoma Bravo UGP, LLC ("TB UGP") is the ultimate general partner of each of TB Discover Partners and TB Discover Partners II. By virtue of the relationships described in this footnote, TB UGP, may be deemed to exercise voting and dispositive power with respect to the shares held directly by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II. TB UGP disclaims beneficial ownership of the shares owned by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II except to the extent of its pecuniary interest therein, if any.

F2 · ownership.nature: Thoma Bravo Discover Partners, L.P. ("TB Discover Partners") is the general partner of each of TB Discover and TB Discover A. Thoma Bravo Discover Partners II, L.P. ("TB Discover Partners II") is the general partner of each of TB Discover II, TB Discover II-A and TB Discover Exec II. Thoma Bravo UGP, LLC ("TB UGP") is the ultimate general partner of each of TB Discover Partners and TB Discover Partners II. By virtue of the relationships described in this footnote, TB UGP, may be deemed to exercise voting and dispositive power with respect to the shares held directly by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II. TB UGP disclaims beneficial ownership of the shares owned by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II except to the extent of its pecuniary interest therein, if any.

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September 30, 2024 Filed Sep 30, 2024 16:05 UTC MeridianLink, Inc. MLNK · Entity 73961 SaleCommon Stock, par value $0.001 per share 6,000,000 $21.05 $126,300,000.00
Disclosure

SEC source: 0000950170-24-110363 · ownership.xml · nonDerivative · entry 1

THOMA BRAVO UGP, LLC · CIK 0001813487 · 10% owner

THOMA BRAVO DISCOVER FUND, L.P. · CIK 0001658628 · 10% owner

THOMA BRAVO DISCOVER FUND A, L.P. · CIK 0001658627 · 10% owner

THOMA BRAVO DISCOVER FUND II, L.P. · CIK 0001717782 · 10% owner

THOMA BRAVO DISCOVER FUND II-A, L.P. · CIK 0001717783 · 10% owner

THOMA BRAVO DISCOVER EXECUTIVE FUND II, L.P. · CIK 0001730595 · 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: 29,582,388

F1 · balance_after: Consists of 12,275,213 shares held directly by Thoma Bravo Discover Fund, L.P. ("TB Discover"), 2,515,981 shares held directly by Thoma Bravo Discover Fund A, L.P. ("TB Discover A"), 10,225,213 shares held directly by Thoma Bravo Discover Fund II, L.P. ("TB Discover II"), 4,340,431 shares held directly by Thoma Bravo Discover Fund II-A, L.P. ("TB Discover II-A") and 225,550 shares held directly by Thoma Bravo Discover Executive Fund II, L.P. ("TB Discover Exec II").

F2 · ownership.direct: Thoma Bravo Discover Partners, L.P. ("TB Discover Partners") is the general partner of each of TB Discover and TB Discover A. Thoma Bravo Discover Partners II, L.P. ("TB Discover Partners II") is the general partner of each of TB Discover II, TB Discover II-A and TB Discover Exec II. Thoma Bravo UGP, LLC ("TB UGP") is the ultimate general partner of each of TB Discover Partners and TB Discover Partners II. By virtue of the relationships described in this footnote, TB UGP, may be deemed to exercise voting and dispositive power with respect to the shares held directly by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II. TB UGP disclaims beneficial ownership of the shares owned by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II except to the extent of its pecuniary interest therein, if any.

F2 · ownership.nature: Thoma Bravo Discover Partners, L.P. ("TB Discover Partners") is the general partner of each of TB Discover and TB Discover A. Thoma Bravo Discover Partners II, L.P. ("TB Discover Partners II") is the general partner of each of TB Discover II, TB Discover II-A and TB Discover Exec II. Thoma Bravo UGP, LLC ("TB UGP") is the ultimate general partner of each of TB Discover Partners and TB Discover Partners II. By virtue of the relationships described in this footnote, TB UGP, may be deemed to exercise voting and dispositive power with respect to the shares held directly by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II. TB UGP disclaims beneficial ownership of the shares owned by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II except to the extent of its pecuniary interest therein, if any.

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February 09, 2024 Filed Feb 9, 2024 16:05 UTC MeridianLink, Inc. MLNK · Entity 73961 SaleCommon Stock, par value $0.001 per share 4,880,858 $18.29 $89,258,690.68
Disclosure

SEC source: 0000950170-24-013251 · ownership.xml · nonDerivative · entry 1

THOMA BRAVO UGP, LLC · CIK 0001813487 · 10% owner

THOMA BRAVO DISCOVER FUND, L.P. · CIK 0001658628 · 10% owner

THOMA BRAVO DISCOVER FUND A, L.P. · CIK 0001658627 · 10% owner

THOMA BRAVO DISCOVER FUND II, L.P. · CIK 0001717782 · 10% owner

THOMA BRAVO DISCOVER FUND II-A, L.P. · CIK 0001717783 · 10% owner

THOMA BRAVO DISCOVER EXECUTIVE FUND II, L.P. · CIK 0001730595 · 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: 35,582,388

F1 · balance_after: Consists of 14,764,913 shares held directly by Thoma Bravo Discover Fund, L.P. ("TB Discover"), 3,026,281 shares held directly by Thoma Bravo Discover Fund A, L.P. ("TB Discover A"), 12,299,125 shares held directly by Thoma Bravo Discover Fund II, L.P. ("TB Discover II"), 5,220,772 shares held directly by Thoma Bravo Discover Fund II-A, L.P. ("TB Discover II-A") and 271,297 shares held directly by Thoma Bravo Discover Executive Fund II, L.P. ("TB Discover Exec II").

F2 · ownership.direct: Thoma Bravo Discover Partners, L.P. ("TB Discover Partners") is the general partner of each of TB Discover and TB Discover A. Thoma Bravo Discover Partners II, L.P. ("TB Discover Partners II") is the general partner of each of TB Discover II, TB Discover II-A and TB Discover Exec II. Thoma Bravo UGP, LLC ("TB UGP") is the ultimate general partner of each of TB Discover Partners and TB Discover Partners II. By virtue of the relationships described in this footnote, TB UGP, may be deemed to exercise voting and dispositive power with respect to the shares held directly by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II. TB UGP disclaims beneficial ownership of the shares owned by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II except to the extent of its pecuniary interest therein, if any.

F2 · ownership.nature: Thoma Bravo Discover Partners, L.P. ("TB Discover Partners") is the general partner of each of TB Discover and TB Discover A. Thoma Bravo Discover Partners II, L.P. ("TB Discover Partners II") is the general partner of each of TB Discover II, TB Discover II-A and TB Discover Exec II. Thoma Bravo UGP, LLC ("TB UGP") is the ultimate general partner of each of TB Discover Partners and TB Discover Partners II. By virtue of the relationships described in this footnote, TB UGP, may be deemed to exercise voting and dispositive power with respect to the shares held directly by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II. TB UGP disclaims beneficial ownership of the shares owned by TB Discover, TB Discover A, TB Discover II, TB Discover II-A and TB Discover Exec II except to the extent of its pecuniary interest therein, if any.

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