organization · Reporting owner

LEAVITT LEGACY, LLC

Disclosed activity across 1 company

Tapewire entity: 89517
SEC CIK: 0001943292

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
P3 Health Partners Inc.PIII · Entity 4562	10% owner	May 24, 2024	June 26, 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.

P3 Health Partners Inc.

Report date May 24, 2024 · Filed June 26, 2024

Jointly reported with Leavitt Equity Partners II, L.P., Leavitt Equity Partners II, LLC, Leavitt Equity Partners III, L.P., Leavitt Equity Partners III, LLC, LEP Management LLC, LEAVITT TAYLOR S.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	IndirectBy Leavitt Equity Partners III, L.P.	16,919,024	Reported balance After 2024-05-24 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2024-05-24 · Purchase · Acquired 7,974,481 · Balance 16,919,024 F1: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner.
WarrantSEC Table II · derivative / convertible security · Conversion / exercise price $0.50 · Expires 2031-05-24	IndirectBy Leavitt Equity Partners III, L.P.	7,974,481	Reported balance After 2024-05-24 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2024-05-24 · Purchase · Acquired 7,974,481 · Balance 7,974,481 F1: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner. F2: Exercisable Immediately.
Class A Common StockSEC Table I · non-derivative	IndirectBy Leavitt Equity Partners II, L.P.	894,454	Reported balance Holding disclosure · report date 2024-05-24 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 894,454

Filing footnotes · ownership attribution and instrument terms

F1: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner.

F2: Exercisable Immediately.

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
May 24, 2024 Filed Jun 26, 2024 16:30 UTC	P3 Health Partners Inc. PIII · Entity 4562	PurchaseWarrant · Derivative	7,974,481	Not disclosed Strike: $0.50	Not disclosed	Disclosure SEC source: 0000950170-24-077900 · ownership.xml · derivative · entry 3 LEAVITT LEGACY, LLC · CIK 0001943292 · 10% owner Leavitt Equity Partners II, L.P. · CIK 0001720920 · 10% owner Leavitt Equity Partners II, LLC · CIK 0001943295 · 10% owner Leavitt Equity Partners III, L.P. · CIK 0001883023 · 10% owner Leavitt Equity Partners III, LLC · CIK 0001974289 · 10% owner LEP Management LLC · CIK 0001943311 · 10% owner LEAVITT TAYLOR S. · CIK 0001943539 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Leavitt Equity Partners III, L.P. Disclosed balance after: 7,974,481 Underlying: Class A Common Stock · 7,974,481 shares Expires 2031-05-24 F1 · shares: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner. F1 · price: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner. F2 · derivative.exercise_date: Exercisable Immediately. Read SEC document
May 24, 2024 Filed Jun 26, 2024 16:30 UTC	P3 Health Partners Inc. PIII · Entity 4562	PurchaseClass A Common Stock	7,974,481	Not disclosed	Not disclosed	Disclosure SEC source: 0000950170-24-077900 · ownership.xml · nonDerivative · entry 1 LEAVITT LEGACY, LLC · CIK 0001943292 · 10% owner Leavitt Equity Partners II, L.P. · CIK 0001720920 · 10% owner Leavitt Equity Partners II, LLC · CIK 0001943295 · 10% owner Leavitt Equity Partners III, L.P. · CIK 0001883023 · 10% owner Leavitt Equity Partners III, LLC · CIK 0001974289 · 10% owner LEP Management LLC · CIK 0001943311 · 10% owner LEAVITT TAYLOR S. · CIK 0001943539 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Leavitt Equity Partners III, L.P. Disclosed balance after: 16,919,024 F1 · shares: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner. F1 · price: The reported securities were issued in connection with the Issuer's sale of 7,974,481 Units purchased by the Reporting Person for $0.6270 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) one warrant to purchase one share of Class A Common Stock. The Units were issued directly to Leavitt Equity Partners III, L.P., of which Leavitt Equity Partners III, LLC is the general partner. Read SEC document
April 06, 2023 Filed Apr 19, 2023 16:10 UTC	P3 Health Partners Inc. PIII · Entity 4562	GrantWarrant · Derivative	670,841	Not disclosed Strike: $1.13	Not disclosed	Disclosure SEC source: 0000899243-23-011451 · doc4.xml · derivative · entry 5 LEAVITT LEGACY, LLC · CIK 0001943292 · 10% owner Leavitt Equity Partners II, L.P. · CIK 0001720920 · 10% owner Leavitt Equity Partners II, LLC · CIK 0001943295 · 10% owner Leavitt Equity Partners III, L.P. · CIK 0001883023 · 10% owner Leavitt Equity Partners III, LLC · CIK 0001974289 · 10% owner · See Remarks LEP Management LLC · CIK 0001943311 · 10% owner LEAVITT TAYLOR S. · CIK 0001943539 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Leavitt Equity Partners II, L.P. Disclosed balance after: 670,841 Underlying: Class A Common Stock · 670,841 shares Expires 2028-04-05 F2 · shares: The reported securities were issued in connection with the Issuer's sale of 894,454 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. F2 · price: The reported securities were issued in connection with the Issuer's sale of 894,454 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. F3 · derivative.exercise_date: Exercisable Immediately. Read SEC document
April 06, 2023 Filed Apr 19, 2023 16:10 UTC	P3 Health Partners Inc. PIII · Entity 4562	GrantWarrant · Derivative	6,708,407	Not disclosed Strike: $1.13	Not disclosed	Disclosure SEC source: 0000899243-23-011451 · doc4.xml · derivative · entry 4 LEAVITT LEGACY, LLC · CIK 0001943292 · 10% owner Leavitt Equity Partners II, L.P. · CIK 0001720920 · 10% owner Leavitt Equity Partners II, LLC · CIK 0001943295 · 10% owner Leavitt Equity Partners III, L.P. · CIK 0001883023 · 10% owner Leavitt Equity Partners III, LLC · CIK 0001974289 · 10% owner · See Remarks LEP Management LLC · CIK 0001943311 · 10% owner LEAVITT TAYLOR S. · CIK 0001943539 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Leavitt Equity Partners III, L.P. Disclosed balance after: 6,708,407 Underlying: Class A Common Stock · 6,708,407 shares Expires 2028-04-05 F1 · shares: The reported securities were issued in connection with the Issuer's sale of 8,944,543 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. F1 · price: The reported securities were issued in connection with the Issuer's sale of 8,944,543 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. F3 · derivative.exercise_date: Exercisable Immediately. Read SEC document
April 06, 2023 Filed Apr 19, 2023 16:10 UTC	P3 Health Partners Inc. PIII · Entity 4562	GrantClass A Common Stock	894,454	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-23-011451 · doc4.xml · nonDerivative · entry 2 LEAVITT LEGACY, LLC · CIK 0001943292 · 10% owner Leavitt Equity Partners II, L.P. · CIK 0001720920 · 10% owner Leavitt Equity Partners II, LLC · CIK 0001943295 · 10% owner Leavitt Equity Partners III, L.P. · CIK 0001883023 · 10% owner Leavitt Equity Partners III, LLC · CIK 0001974289 · 10% owner · See Remarks LEP Management LLC · CIK 0001943311 · 10% owner LEAVITT TAYLOR S. · CIK 0001943539 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Leavitt Equity Partners II, L.P. Disclosed balance after: 894,454 F2 · shares: The reported securities were issued in connection with the Issuer's sale of 894,454 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. F2 · price: The reported securities were issued in connection with the Issuer's sale of 894,454 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. Read SEC document
April 06, 2023 Filed Apr 19, 2023 16:10 UTC	P3 Health Partners Inc. PIII · Entity 4562	GrantClass A Common Stock	8,944,543	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-23-011451 · doc4.xml · nonDerivative · entry 1 LEAVITT LEGACY, LLC · CIK 0001943292 · 10% owner Leavitt Equity Partners II, L.P. · CIK 0001720920 · 10% owner Leavitt Equity Partners II, LLC · CIK 0001943295 · 10% owner Leavitt Equity Partners III, L.P. · CIK 0001883023 · 10% owner Leavitt Equity Partners III, LLC · CIK 0001974289 · 10% owner · See Remarks LEP Management LLC · CIK 0001943311 · 10% owner LEAVITT TAYLOR S. · CIK 0001943539 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Leavitt Equity Partners III, L.P. Disclosed balance after: 8,944,543 F1 · shares: The reported securities were issued in connection with the Issuer's sale of 8,944,543 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A Common Stock. F1 · price: The reported securities were issued in connection with the Issuer's sale of 8,944,543 Units purchased by the Reporting Person for $1.1938 per Unit. Each Unit consists of (i) one share of Class A Common Stock and (ii) 0.75 of a warrant to purchase one share of Class A 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.