Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Oncology Network, Inc.DTOC · Entity 88884 | Director | March 09, 2021 | March 09, 2021 |
| Thryv Holdings, Inc.THRY · Entity 6909 | Director | June 13, 2024 | June 17, 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.
American Oncology Network, Inc.
Report date March 09, 2021 · Filed March 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B common stockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-03-09 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: Shares of Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment, as described under the heading "Description of Securities" in the Issuer's registration statement on form S-1 (File No. 333-253079) and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment, as described under the heading "Description of Securities" in the Issuer's registration statement on form S-1 (File No. 333-253079) and have no expiration date.
Thryv Holdings, Inc.
Report date June 13, 2024 · Filed June 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 19,175 |
Reported balance
After 2024-06-13 transaction · row 1
1 source rowRow 1 · 2024-06-13 · Grant · Acquired 7,364 · Balance 19,175 F1: Represents restricted stock units (RSU) granted under the Thryv Holdings, Inc. 2020 Incentive Award Plan (the Plan) that vest on the anniversary of the grant, provided that the person remains in service on the anniversary date. Each RSU settles into one share of common stock, par value $0.01, three months after the reporting person separates from service, subject to the terms and conditions set forth in the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units (RSU) granted under the Thryv Holdings, Inc. 2020 Incentive Award Plan (the Plan) that vest on the anniversary of the grant, provided that the person remains in service on the anniversary date. Each RSU settles into one share of common stock, par value $0.01, three months after the reporting person separates from service, subject to the terms and conditions set forth in the Plan.
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 |
|---|---|---|---|---|---|---|
| June 13, 2024 Filed Jun 17, 2024 17:24 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Shares | 7,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-028543 · wk-form4_1718659470.xml · nonDerivative · entry 1 Zynczak Heather · CIK 0001824557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,175 F1 · shares: Represents restricted stock units (RSU) granted under the Thryv Holdings, Inc. 2020 Incentive Award Plan (the Plan) that vest on the anniversary of the grant, provided that the person remains in service on the anniversary date. Each RSU settles into one share of common stock, par value $0.01, three months after the reporting person separates from service, subject to the terms and conditions set forth in the Plan. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 09:26 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Shares | 5,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-022158 · wk-form4_1686835565.xml · nonDerivative · entry 1 Zynczak Heather · CIK 0001824557 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,811 F1 · shares: These restricted stock units were granted under the Issuer's 2020 Incentive Award Plan and will vest in full on June 13, 2024. Read SEC document |
| June 17, 2022 Filed Jun 22, 2022 16:09 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Shares | 5,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-017787 · wf-form4_165592853256715.xml · nonDerivative · entry 1 Zynczak Heather · CIK 0001824557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,232 F1 · shares: These restricted stock units were granted under the Issuer's 2020 Incentive Award Plan and will vest in full on June 17, 2023. Read SEC document |
| September 13, 2021 Filed Sep 14, 2021 17:48 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | PurchaseCommon Shares | 840 | $29.50 | $24,780.00 |
DisclosureSEC source: 0001824557-21-000002 · wf-form4_163165611181756.xml · nonDerivative · entry 1 Zynczak Heather · CIK 0001824557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 840 F1 · price: This transaction was executed in multiple trades at prices ranging from from $29.46 to $29.59 per share. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 19:07 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantStock Option (right to buy) · Derivative | 55,556 | $0.00 Strike: $13.82 | $0.00 |
DisclosureSEC source: 0001140361-20-023338 · form4.xml · derivative · entry 1 Zynczak Heather · CIK 0001824557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,556 Underlying: Common Stock · 55,556 shares Expires 2030-10-15 F1 · derivative.exercise_date: This Option becomes exercisable in four equal annual installments on each of October 15, 2021, October 15, 2022, October 15, 2023 and October 15, 2024, subject to the Reporting Person's continuous service on the Issuer's Board of Directors on each applicable vesting date. 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.