Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AGILITI, INC. \DE
Report date May 07, 2024 · Filed May 07, 2024
Jointly reported with THL EQUITY FUND VIII INVESTORS (AGILITI), L.P., FS Sponsor LLC, Bell Michael Adam, Nelson Joshua M, PREINER MEGAN M, SPERLING SCOTT M
Section 16 reporting ended · disclosed 2024-05-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | IndirectSee footnotes | 0 |
Reported balance
After 2024-05-07 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2024-05-07 · Disposition to issuer · Disposed 98,195,398 · Balance 0 F1: See Exhibit 99.1 for text of Footnote 1. F2: See Exhibit 99.1 for text of Footnote 2. F3: See Exhibit 99.1 for text of Footnote 3. F4: See Exhibit 99.1 for text of Footnote 4. |
Filing footnotes · ownership attribution and instrument terms
F1: See Exhibit 99.1 for text of Footnote 1.
F2: See Exhibit 99.1 for text of Footnote 2.
F3: See Exhibit 99.1 for text of Footnote 3.
F4: See Exhibit 99.1 for text of Footnote 4.
Federal Street Acquisition Corp.
Report date January 04, 2019 · Filed January 04, 2019
Jointly reported with FS Sponsor LLC, SPERLING SCOTT M, WELDON KENT R, THL EQUITY FUND VIII INVESTORS (AGILITI), L.P.
Section 16 reporting ended · disclosed 2019-01-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | IndirectSee footnotes | 0 |
Last balance in matching sequence
After 2019-01-04 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2019-01-04 · Conversion · Acquired 11,400,000 · Balance 98,195,398 F1: See Exhibit 99.1 for text of footnotes. F3: See Exhibit 99.1 for text of footnotes. F4: See Exhibit 99.1 for text of footnotes. F5: See Exhibit 99.1 for text of footnotes. Row 2 · 2019-01-04 · Disposition to issuer · Disposed 98,195,398 · Balance 0 F2: See Exhibit 99.1 for text of footnotes. F1: See Exhibit 99.1 for text of footnotes. F3: See Exhibit 99.1 for text of footnotes. F4: See Exhibit 99.1 for text of footnotes. F5: See Exhibit 99.1 for text of footnotes. |
| Class F Common Stock, par value $0.0001 per shareSEC Table II · derivative / convertible security | IndirectSee footnotes | 0 |
Reported balance
After 2019-01-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-01-04 · Conversion · Disposed 11,400,000 · Balance 0 F1: See Exhibit 99.1 for text of footnotes. F3: See Exhibit 99.1 for text of footnotes. F4: See Exhibit 99.1 for text of footnotes. F5: See Exhibit 99.1 for text of footnotes. |
Filing footnotes · ownership attribution and instrument terms
F1: See Exhibit 99.1 for text of footnotes.
F2: See Exhibit 99.1 for text of footnotes.
F3: See Exhibit 99.1 for text of footnotes.
F4: See Exhibit 99.1 for text of footnotes.
F5: See Exhibit 99.1 for text of footnotes.
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 07, 2024 Filed May 7, 2024 10:27 UTC | AGILITI, INC. \DE AGTI · Entity 91354 | Disposition to issuerCommon Stock, par value $0.0001 per share | 98,195,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-054044 · ownership.xml · nonDerivative · entry 1 THL AGILITI LLC · CIK 0001756402 · Director · 10% owner THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner Thomas H. Lee Equity Fund VIII, L.P. · CIK 0001718537 · Director · 10% owner Thomas H. Lee Parallel Fund VIII, L.P. · CIK 0001718511 · Director · 10% owner THL Executive Fund VIII, L.P. · CIK 0001718514 · Director · 10% owner THL FUND VIII COINVESTMENT PARTNERS, L.P. · CIK 0001756407 · Director · 10% owner THL EQUITY ADVISORS VIII, LLC · CIK 0001757180 · Director · 10% owner THOMAS H LEE PARTNERS LP · CIK 0001260945 · Director · 10% owner THL HOLDCO, LLC · CIK 0001757181 · Director · 10% owner THL MANAGERS VIII, LLC · CIK 0001757240 · Director · 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: 0 F1 · kind: See Exhibit 99.1 for text of Footnote 1. F1 · price: See Exhibit 99.1 for text of Footnote 1. F1 · ownership.nature: See Exhibit 99.1 for text of Footnote 1. F2 · ownership.nature: See Exhibit 99.1 for text of Footnote 2. F3 · ownership.nature: See Exhibit 99.1 for text of Footnote 3. F4 · ownership.nature: See Exhibit 99.1 for text of Footnote 4. Read SEC document |
| May 07, 2024 Filed May 7, 2024 10:33 UTC | AGILITI, INC. \DE AGTI · Entity 91354 | Disposition to issuerCommon Stock, par value $0.0001 per share | 98,195,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-054060 · ownership.xml · nonDerivative · entry 1 THL AGILITI LLC · CIK 0001756402 · Director · 10% owner THL EQUITY FUND VIII INVESTORS (AGILITI), L.P. · CIK 0001763334 · Director · 10% owner FS Sponsor LLC · CIK 0001701842 · Director · 10% owner Bell Michael Adam · CIK 0001406455 · Director · 10% owner Nelson Joshua M · CIK 0001375529 · Director · 10% owner PREINER MEGAN M · CIK 0001756785 · Director · 10% owner SPERLING SCOTT M · CIK 0001214212 · Director · 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: 0 F1 · kind: See Exhibit 99.1 for text of Footnote 1. F1 · price: See Exhibit 99.1 for text of Footnote 1. F1 · ownership.nature: See Exhibit 99.1 for text of Footnote 1. F2 · ownership.nature: See Exhibit 99.1 for text of Footnote 2. F3 · ownership.nature: See Exhibit 99.1 for text of Footnote 3. F4 · ownership.nature: See Exhibit 99.1 for text of Footnote 4. Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 18:57 UTC | Federal Street Acquisition Corp. FSAC · Entity 161278 | ConversionClass F Common Stock, par value $0.0001 per share · Derivative | 11,400,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-000902 · a4.xml · derivative · entry 3 THL AGILITI LLC · CIK 0001756402 · Director · 10% owner THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner Thomas H. Lee Equity Fund VIII, L.P. · CIK 0001718537 · Director · 10% owner Thomas H. Lee Parallel Fund VIII, L.P. · CIK 0001718511 · Director · 10% owner THL Executive Fund VIII, L.P. · CIK 0001718514 · Director · 10% owner THL FUND VIII COINVESTMENT PARTNERS, L.P. · CIK 0001756407 · Director · 10% owner THL EQUITY ADVISORS VIII, LLC · CIK 0001757180 · Director · 10% owner THOMAS H LEE PARTNERS LP · CIK 0001260945 · Director · 10% owner THL HOLDCO, LLC · CIK 0001757181 · Director · 10% owner THL MANAGERS VIII, LLC · CIK 0001757240 · Director · 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: 0 Underlying: Class A Common Stock, par value $0.0001 per share · 11,400,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: See Exhibit 99.1 for text of footnotes. F1 · kind: See Exhibit 99.1 for text of footnotes. F1 · price: See Exhibit 99.1 for text of footnotes. F1 · derivative.exercise_date: See Exhibit 99.1 for text of footnotes. F1 · derivative.expiration_date: See Exhibit 99.1 for text of footnotes. F3 · ownership.nature: See Exhibit 99.1 for text of footnotes. F4 · ownership.nature: See Exhibit 99.1 for text of footnotes. F5 · ownership.nature: See Exhibit 99.1 for text of footnotes. Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 18:57 UTC | Federal Street Acquisition Corp. FSAC · Entity 161278 | Disposition to issuerClass A Common Stock, par value $0.0001 per share | 98,195,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-000902 · a4.xml · nonDerivative · entry 2 THL AGILITI LLC · CIK 0001756402 · Director · 10% owner THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner Thomas H. Lee Equity Fund VIII, L.P. · CIK 0001718537 · Director · 10% owner Thomas H. Lee Parallel Fund VIII, L.P. · CIK 0001718511 · Director · 10% owner THL Executive Fund VIII, L.P. · CIK 0001718514 · Director · 10% owner THL FUND VIII COINVESTMENT PARTNERS, L.P. · CIK 0001756407 · Director · 10% owner THL EQUITY ADVISORS VIII, LLC · CIK 0001757180 · Director · 10% owner THOMAS H LEE PARTNERS LP · CIK 0001260945 · Director · 10% owner THL HOLDCO, LLC · CIK 0001757181 · Director · 10% owner THL MANAGERS VIII, LLC · CIK 0001757240 · Director · 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: 0 F2 · kind: See Exhibit 99.1 for text of footnotes. F2 · price: See Exhibit 99.1 for text of footnotes. F3 · ownership.nature: See Exhibit 99.1 for text of footnotes. F4 · ownership.nature: See Exhibit 99.1 for text of footnotes. F5 · ownership.nature: See Exhibit 99.1 for text of footnotes. Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 18:57 UTC | Federal Street Acquisition Corp. FSAC · Entity 161278 | ConversionClass A Common Stock, par value $0.0001 per share | 11,400,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-000902 · a4.xml · nonDerivative · entry 1 THL AGILITI LLC · CIK 0001756402 · Director · 10% owner THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner Thomas H. Lee Equity Fund VIII, L.P. · CIK 0001718537 · Director · 10% owner Thomas H. Lee Parallel Fund VIII, L.P. · CIK 0001718511 · Director · 10% owner THL Executive Fund VIII, L.P. · CIK 0001718514 · Director · 10% owner THL FUND VIII COINVESTMENT PARTNERS, L.P. · CIK 0001756407 · Director · 10% owner THL EQUITY ADVISORS VIII, LLC · CIK 0001757180 · Director · 10% owner THOMAS H LEE PARTNERS LP · CIK 0001260945 · Director · 10% owner THL HOLDCO, LLC · CIK 0001757181 · Director · 10% owner THL MANAGERS VIII, LLC · CIK 0001757240 · Director · 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: 98,195,398 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: See Exhibit 99.1 for text of footnotes. F1 · price: See Exhibit 99.1 for text of footnotes. F3 · ownership.nature: See Exhibit 99.1 for text of footnotes. F4 · ownership.nature: See Exhibit 99.1 for text of footnotes. F5 · ownership.nature: See Exhibit 99.1 for text of footnotes. Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 18:58 UTC | Federal Street Acquisition Corp. FSAC · Entity 161278 | ConversionClass F Common Stock, par value $0.0001 per share · Derivative | 11,400,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-000904 · a4.xml · derivative · entry 3 THL AGILITI LLC · CIK 0001756402 · Director · 10% owner FS Sponsor LLC · CIK 0001701842 · Director · 10% owner SPERLING SCOTT M · CIK 0001214212 · Director · 10% owner WELDON KENT R · CIK 0001214214 · Director · 10% owner THL EQUITY FUND VIII INVESTORS (AGILITI), L.P. · CIK 0001763334 · Director · 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: 0 Underlying: Class A Common Stock, par value $0.0001 per share · 11,400,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: See Exhibit 99.1 for text of footnotes. F1 · kind: See Exhibit 99.1 for text of footnotes. F1 · price: See Exhibit 99.1 for text of footnotes. F1 · derivative.exercise_date: See Exhibit 99.1 for text of footnotes. F1 · derivative.expiration_date: See Exhibit 99.1 for text of footnotes. F3 · ownership.nature: See Exhibit 99.1 for text of footnotes. F4 · ownership.nature: See Exhibit 99.1 for text of footnotes. F5 · ownership.nature: See Exhibit 99.1 for text of footnotes. Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 18:58 UTC | Federal Street Acquisition Corp. FSAC · Entity 161278 | Disposition to issuerClass A Common Stock, par value $0.0001 per share | 98,195,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-000904 · a4.xml · nonDerivative · entry 2 THL AGILITI LLC · CIK 0001756402 · Director · 10% owner FS Sponsor LLC · CIK 0001701842 · Director · 10% owner SPERLING SCOTT M · CIK 0001214212 · Director · 10% owner WELDON KENT R · CIK 0001214214 · Director · 10% owner THL EQUITY FUND VIII INVESTORS (AGILITI), L.P. · CIK 0001763334 · Director · 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: 0 F2 · kind: See Exhibit 99.1 for text of footnotes. F1 · price: See Exhibit 99.1 for text of footnotes. F3 · ownership.nature: See Exhibit 99.1 for text of footnotes. F4 · ownership.nature: See Exhibit 99.1 for text of footnotes. F5 · ownership.nature: See Exhibit 99.1 for text of footnotes. Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 18:58 UTC | Federal Street Acquisition Corp. FSAC · Entity 161278 | ConversionClass A Common Stock, par value $0.0001 per share | 11,400,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-000904 · a4.xml · nonDerivative · entry 1 THL AGILITI LLC · CIK 0001756402 · Director · 10% owner FS Sponsor LLC · CIK 0001701842 · Director · 10% owner SPERLING SCOTT M · CIK 0001214212 · Director · 10% owner WELDON KENT R · CIK 0001214214 · Director · 10% owner THL EQUITY FUND VIII INVESTORS (AGILITI), L.P. · CIK 0001763334 · Director · 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: 98,195,398 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: See Exhibit 99.1 for text of footnotes. F1 · price: See Exhibit 99.1 for text of footnotes. F3 · ownership.nature: See Exhibit 99.1 for text of footnotes. F4 · ownership.nature: See Exhibit 99.1 for text of footnotes. F5 · ownership.nature: See Exhibit 99.1 for text of footnotes. 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.