organization · Reporting owner
SUMMIT PARTNERS ENTREPRENEUR ADVISORS GP II, LLC
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LifeStance Health Group, Inc.LFST · Entity 3936 | GP of 10% owner | May 24, 2024 | May 29, 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.
LifeStance Health Group, Inc.
Report date May 24, 2024 · Filed May 29, 2024
Jointly reported with SUMMIT PARTNERS L P, SUMMIT MASTER COMPANY, LLC, SUMMIT PARTNERS GE IX, L.P., SUMMIT PARTNERS GE IX, LLC, Summit Investors Management, LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnotes. | 41,932,358 |
Reported balance
After 2024-05-24 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2024-05-24 · Sale · Disposed 3,802,345 · Balance 41,932,358 F1: Represents 2,328,399 shares sold by Summit Partners Growth Equity Fund IX-A, L.P., 1,453,820 shares sold by Summit Partners Growth Equity Fund IX-B, L.P., 16,253 shares sold by Summit Investors GE IX/VC IV, LLC, 2,173 shares sold by Summit Partners Entrepreneur Advisors Fund II, L.P., and 1,700 shares sold by Summit Investors GE IX/VC IV (UK), L.P. F2: Represents 25,677,643 shares held by Summit Partners Growth Equity Fund IX-A, L.P., 16,032,765 shares held by Summit Partners Growth Equity Fund IX-B, L.P., 179,239 shares held by Summit Investors GE IX/VC IV, LLC, 23,961 shares held by Summit Partners Entrepreneur Advisors Fund II, L.P., and 18,750 shares held by Summit Investors GE IX/VC IV (UK), L.P. F3: Summit Partners, L.P. is the managing member of Summit Partners GE IX, LLC, which is general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. and Summit Partners Growth Equity Fund IX-B, L.P. Summit Master Company, LLC is (i) the sole member of Summit Partners Entrepreneur Advisors GP II, LLC, which is the general partner of Summit Partners Entrepreneur Advisors Fund II, L.P. and (ii) the managing member of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC, and the general partner of Summit Investors GE IX/VC IV (UK), L.P. F4: Summit Master Company, LLC, as the sole member of Summit Partners Entrepreneur Advisors GP II, LLC and the managing member of Summit Investors Management, LLC, has delegated investment decisions, including voting and dispositive power, to Summit Partners, L.P. and its investment committee responsible for voting and investment decisions with respect to LifeStance Health Group, Inc. Summit Partners, L.P., through a three-person investment committee, currently composed of Peter Y. Chung, Mark A. deLaar and Craig D. Frances, has voting and dispositive authority over the shares held by each of these entities and therefore beneficially owns such shares. Each of the Summit Funds, Mr. Chung, Mr. deLaar and Dr. Frances disclaim beneficial ownership of the shares, except, in each case, to the extent of such person's or entity's pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 2,328,399 shares sold by Summit Partners Growth Equity Fund IX-A, L.P., 1,453,820 shares sold by Summit Partners Growth Equity Fund IX-B, L.P., 16,253 shares sold by Summit Investors GE IX/VC IV, LLC, 2,173 shares sold by Summit Partners Entrepreneur Advisors Fund II, L.P., and 1,700 shares sold by Summit Investors GE IX/VC IV (UK), L.P.
F2: Represents 25,677,643 shares held by Summit Partners Growth Equity Fund IX-A, L.P., 16,032,765 shares held by Summit Partners Growth Equity Fund IX-B, L.P., 179,239 shares held by Summit Investors GE IX/VC IV, LLC, 23,961 shares held by Summit Partners Entrepreneur Advisors Fund II, L.P., and 18,750 shares held by Summit Investors GE IX/VC IV (UK), L.P.
F3: Summit Partners, L.P. is the managing member of Summit Partners GE IX, LLC, which is general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. and Summit Partners Growth Equity Fund IX-B, L.P. Summit Master Company, LLC is (i) the sole member of Summit Partners Entrepreneur Advisors GP II, LLC, which is the general partner of Summit Partners Entrepreneur Advisors Fund II, L.P. and (ii) the managing member of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC, and the general partner of Summit Investors GE IX/VC IV (UK), L.P.
F4: Summit Master Company, LLC, as the sole member of Summit Partners Entrepreneur Advisors GP II, LLC and the managing member of Summit Investors Management, LLC, has delegated investment decisions, including voting and dispositive power, to Summit Partners, L.P. and its investment committee responsible for voting and investment decisions with respect to LifeStance Health Group, Inc. Summit Partners, L.P., through a three-person investment committee, currently composed of Peter Y. Chung, Mark A. deLaar and Craig D. Frances, has voting and dispositive authority over the shares held by each of these entities and therefore beneficially owns such shares. Each of the Summit Funds, Mr. Chung, Mr. deLaar and Dr. Frances disclaim beneficial ownership of the shares, except, in each case, to the extent of such person's or entity's 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 |
|---|---|---|---|---|---|---|
| May 24, 2024 Filed May 29, 2024 20:59 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 3,802,345 | $5.89 | $22,395,812.05 |
DisclosureSEC source: 0000950170-24-066046 · ownership.xml · nonDerivative · entry 1 SUMMIT PARTNERS L P · CIK 0000830588 · Manager of GP of 10% owner SUMMIT MASTER COMPANY, LLC · CIK 0001627278 · Manager of GP of 10% owner SUMMIT PARTNERS ENTREPRENEUR ADVISORS GP II, LLC · CIK 0001846778 · GP of 10% owner SUMMIT PARTNERS GE IX, L.P. · CIK 0001846731 · GP of 10% owner SUMMIT PARTNERS GE IX, LLC · CIK 0001846688 · GP of 10% owner Summit Investors Management, LLC · CIK 0001507545 · Manager and GP of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes. Disclosed balance after: 41,932,358 F1 · shares: Represents 2,328,399 shares sold by Summit Partners Growth Equity Fund IX-A, L.P., 1,453,820 shares sold by Summit Partners Growth Equity Fund IX-B, L.P., 16,253 shares sold by Summit Investors GE IX/VC IV, LLC, 2,173 shares sold by Summit Partners Entrepreneur Advisors Fund II, L.P., and 1,700 shares sold by Summit Investors GE IX/VC IV (UK), L.P. F2 · balance_after: Represents 25,677,643 shares held by Summit Partners Growth Equity Fund IX-A, L.P., 16,032,765 shares held by Summit Partners Growth Equity Fund IX-B, L.P., 179,239 shares held by Summit Investors GE IX/VC IV, LLC, 23,961 shares held by Summit Partners Entrepreneur Advisors Fund II, L.P., and 18,750 shares held by Summit Investors GE IX/VC IV (UK), L.P. F3 · ownership.nature: Summit Partners, L.P. is the managing member of Summit Partners GE IX, LLC, which is general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. and Summit Partners Growth Equity Fund IX-B, L.P. Summit Master Company, LLC is (i) the sole member of Summit Partners Entrepreneur Advisors GP II, LLC, which is the general partner of Summit Partners Entrepreneur Advisors Fund II, L.P. and (ii) the managing member of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC, and the general partner of Summit Investors GE IX/VC IV (UK), L.P. F4 · ownership.nature: Summit Master Company, LLC, as the sole member of Summit Partners Entrepreneur Advisors GP II, LLC and the managing member of Summit Investors Management, LLC, has delegated investment decisions, including voting and dispositive power, to Summit Partners, L.P. and its investment committee responsible for voting and investment decisions with respect to LifeStance Health Group, Inc. Summit Partners, L.P., through a three-person investment committee, currently composed of Peter Y. Chung, Mark A. deLaar and Craig D. Frances, has voting and dispositive authority over the shares held by each of these entities and therefore beneficially owns such shares. Each of the Summit Funds, Mr. Chung, Mr. deLaar and Dr. Frances disclaim beneficial ownership of the shares, except, in each case, to the extent of such person's or entity's pecuniary interest therein. Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 21:19 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 1,140,704 | $17.01 | $19,403,375.04 |
DisclosureSEC source: 0001179110-21-007117 · edgar.xml · nonDerivative · entry 1 SUMMIT PARTNERS L P · CIK 0000830588 · Manager of GP of 10% owner SUMMIT MASTER COMPANY, LLC · CIK 0001627278 · Manager of Manager of 10% owne SUMMIT PARTNERS ENTREPRENEUR ADVISORS GP II, LLC · CIK 0001846778 · GP of 10% owner SUMMIT PARTNERS GE IX, L.P. · CIK 0001846731 · GP of 10% owner SUMMIT PARTNERS GE IX, LLC · CIK 0001846688 · GP of 10% owner Summit Investors Management, LLC · CIK 0001507545 · Manager and GP of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes. Disclosed balance after: 45,734,703 F1 · shares: Represents 698,520 shares sold by Summit Partners Growth Equity Fund IX-A, L.P., 436,146 shares sold by Summit Partners Growth Equity Fund IX-B, L.P., 4,876 shares sold by Summit Investors GE IX/VC IV, LLC, 652 shares sold by Summit Partners Entrepreneur Advisors Fund II, L.P., and 510 shares sold by Summit Investors GE IX/VC IV (UK), L.P. F2 · balance_after: Represents 28,006,042 shares held by Summit Partners Growth Equity Fund IX-A, L.P., 17,486,585 shares held by Summit Partners Growth Equity Fund IX-B, L.P., 195,492 shares held by Summit Investors GE IX/VC IV, LLC, 26,134 shares held by Summit Partners Entrepreneur Advisors Fund II, L.P., and 20,450 shares held by Summit Investors GE IX/VC IV (UK), L.P. F3 · ownership.nature: Summit Partners, L.P. is the managing member of Summit Partners GE IX, LLC, which is general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. and Summit Partners Growth Equity Fund IX-B, L.P. Summit Master Company, LLC is (i) the sole member of Summit Partners Entrepreneur Advisors GP II, LLC, which is the general partner of Summit Partners Entrepreneur Advisors Fund II, L.P. and (ii) the general partner of Summit Partners L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC, and the general partner of Summit Investors GE IX/VC IV (UK), L.P. F4 · ownership.nature: Summit Master Company, LLC, as the sole member of Summit Partners Entrepreneur Advisors GP II, LLC and the managing member of Summit Investors Management, LLC, has delegated investment decisions, including voting and dispositive power, to Summit Partners, L.P. and its investment committee responsible for voting and investment decisions with respect to LifeStance Health Group, Inc. Summit Partners, L.P., through a three-person investment committee, currently composed of Peter Y. Chung, Mark A. deLaar and Craig D. Frances, has voting and dispositive authority over the shares held by each of these entities and therefore beneficially owns such shares. Each of the Summit Funds, Mr. Chung, Mr. deLaar and Dr. Frances disclaim disclaims beneficial ownership of the shares, except, in each case, to the extent of such person's or entity's pecuniary interest therein. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 20:50 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 1,368,844 | $17.01 | $23,284,036.44 |
DisclosureSEC source: 0001179110-21-006788 · edgar.xml · nonDerivative · entry 1 SUMMIT PARTNERS L P · CIK 0000830588 · Manager of GP of 10% owner SUMMIT MASTER COMPANY, LLC · CIK 0001627278 · Manager of Manager of 10% owne SUMMIT PARTNERS ENTREPRENEUR ADVISORS GP II, LLC · CIK 0001846778 · GP of 10% owner SUMMIT PARTNERS GE IX, L.P. · CIK 0001846731 · GP of 10% owner SUMMIT PARTNERS GE IX, LLC · CIK 0001846688 · GP of 10% owner Summit Investors Management, LLC · CIK 0001507545 · Manager and GP of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes. Disclosed balance after: 46,875,407 F1 · shares: Represents 838,224 shares sold by Summit Partners Growth Equity Fund IX-A, L.P., 523,375 shares sold by Summit Partners Growth Equity Fund IX-B, L.P., 5,851 shares sold by Summit Investors GE IX/VC IV, LLC, 782 shares sold by Summit Partners Entrepreneur Advisors Fund II, L.P., and 612 shares sold by Summit Investors GE IX/VC IV (UK), L.P. F2 · balance_after: Represents 28,704,562 shares held by Summit Partners Growth Equity Fund IX-A, L.P., 17,922,731shares held by Summit Partners Growth Equity Fund IX-B, L.P., 200,368 shares held by Summit Investors GE IX/VC IV, LLC, 26,786 shares held by Summit Partners Entrepreneur Advisors Fund II, L.P., and 20,960 shares held by Summit Investors GE IX/VC IV (UK), L.P. F3 · ownership.nature: Summit Partners, L.P. is the managing member of Summit Partners GE IX, LLC, which is general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. and Summit Partners Growth Equity Fund IX-B, L.P. Summit Master Company, LLC is (i) the sole member of Summit Partners Entrepreneur Advisors GP II, LLC, which is the general partner of Summit Partners Entrepreneur Advisors Fund II, L.P. and (ii) the general partner of Summit Partners L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC, and the general partner of Summit Investors GE IX/VC IV (UK), L.P. F4 · ownership.nature: Summit Master Company, LLC, as the sole member of Summit Partners Entrepreneur Advisors GP II, LLC and the managing member of Summit Investors Management, LLC, has delegated investment decisions, including voting and dispositive power, to Summit Partners, L.P. and its investment committee responsible for voting and investment decisions with respect to LifeStance Health Group, Inc. Summit Partners, L.P., through a three-person investment committee, currently composed of Peter Y. Chung, Mark A. deLaar and Craig D. Frances, has voting and dispositive authority over the shares held by each of these entities and therefore beneficially owns such shares. Each of the Summit Funds, Mr. Chung, Mr. deLaar and Dr. Frances disclaim disclaims beneficial ownership of the shares, except, in each case, to the extent of such person's or entity's pecuniary interest therein. 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.