Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Party City Holdco Inc.PRTY · Entity 108808 | Director | May 18, 2018 | May 22, 2018 |
| Syneos Health, Inc.SYNH · Entity 109360 | Director | May 12, 2021 | May 14, 2021 |
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.
Party City Holdco Inc.
Report date May 18, 2018 · Filed May 22, 2018
Jointly reported with THOMAS H. LEE ADVISORS, LLC, ABBRECHT TODD M, Jain Uttam K., Haber Douglas A.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnotes | 45,716,258 |
Reported balance
After 2018-05-18 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2018-05-18 · Sale · Disposed 12,000,000 · Balance 45,716,258 F4: See Exhibit 99.1 for text of footnote (4). F5: See Exhibit 99.1 for text of footnote (5). 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). |
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).
F5: See Exhibit 99.1 for text of footnote (5).
Syneos Health, Inc.
Report date May 12, 2021 · Filed May 14, 2021
Jointly reported with THOMAS H. LEE ADVISORS, LLC, THL Fund VII Coinvestment Partners, L.P., THL Executive Fund VII, L.P., THL Equity Fund VII Investors (inVentiv), L.P., ABBRECHT TODD M
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 13,392 |
Reported balance
After 2021-05-12 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2021-05-12 · Grant · Acquired 2,364 · Balance 13,392 F7: See Exhibit 99.1 for text of footnote (7). F8: See Exhibit 99.1 for text of footnote (8). |
| Class A Common StockSEC Table I · non-derivative | Direct | 13,392 |
Reported balance
After 2021-05-12 transaction · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · 2021-05-12 · Grant · Acquired 2,364 · Balance 13,392 F7: See Exhibit 99.1 for text of footnote (7). F9: See Exhibit 99.1 for text of footnote (9). |
| Class A Common StockSEC Table I · non-derivative | Direct | 916 |
Reported balance
Holding disclosure · report date 2021-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 916 F5: See Exhibit 99.1 for text of footnote (5). |
| Class A Common StockSEC Table I · non-derivative | Direct | 352 |
Reported balance
Holding disclosure · report date 2021-05-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 352 F6: See Exhibit 99.1 for text of footnote (6). |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 5,601,430 |
Reported balance
Holding disclosure · report date 2021-05-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,601,430 F4: See Exhibit 99.1 for text of footnote (4). 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). |
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).
F5: See Exhibit 99.1 for text of footnote (5).
F6: See Exhibit 99.1 for text of footnote (6).
F7: See Exhibit 99.1 for text of footnote (7).
F8: See Exhibit 99.1 for text of footnote (8).
F9: See Exhibit 99.1 for text of footnote (9).
Past disclosures · reporting ended (1)
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 AGILITI LLC, THL EQUITY FUND VIII INVESTORS (AGILITI), L.P., FS Sponsor LLC, Bell Michael Adam, 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.
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 10:33 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 |
| May 12, 2021 Filed May 14, 2021 21:56 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 2,364 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-017530 · form4.xml · nonDerivative · entry 5 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director THL Fund VII Coinvestment Partners, L.P. · CIK 0001713702 · Director THL Executive Fund VII, L.P. · CIK 0001665668 · Director THL Equity Fund VII Investors (inVentiv), L.P. · CIK 0001713160 · Director ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,392 F7 · shares: See Exhibit 99.1 for text of footnote (7). F7 · price: See Exhibit 99.1 for text of footnote (7). F9 · price: See Exhibit 99.1 for text of footnote (9). Read SEC document |
| May 12, 2021 Filed May 14, 2021 21:56 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 2,364 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-017530 · form4.xml · nonDerivative · entry 4 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director THL Fund VII Coinvestment Partners, L.P. · CIK 0001713702 · Director THL Executive Fund VII, L.P. · CIK 0001665668 · Director THL Equity Fund VII Investors (inVentiv), L.P. · CIK 0001713160 · Director ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,392 F7 · shares: See Exhibit 99.1 for text of footnote (7). F7 · price: See Exhibit 99.1 for text of footnote (7). F8 · price: See Exhibit 99.1 for text of footnote (8). Read SEC document |
| December 03, 2020 Filed Dec 7, 2020 17:09 UTC | Syneos Health, Inc. SYNH · Entity 109360 | SaleClass A Common Stock | 174 | $61.28 | $10,662.72 |
DisclosureSEC source: 0001140361-20-027523 · form4.xml · nonDerivative · entry 5 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner THL Fund VII Coinvestment Partners, L.P. · CIK 0001713702 · Director · 10% owner THL Executive Fund VII, L.P. · CIK 0001665668 · Director · 10% owner THL Equity Fund VII Investors (inVentiv), L.P. · CIK 0001713160 · Director · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 831 F9 · shares: See Exhibit 99.1 for text of footnote (9). F11 · balance_after: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| December 03, 2020 Filed Dec 7, 2020 17:09 UTC | Syneos Health, Inc. SYNH · Entity 109360 | SaleClass A Common Stock | 453 | $61.28 | $27,759.84 |
DisclosureSEC source: 0001140361-20-027523 · form4.xml · nonDerivative · entry 4 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner THL Fund VII Coinvestment Partners, L.P. · CIK 0001713702 · Director · 10% owner THL Executive Fund VII, L.P. · CIK 0001665668 · Director · 10% owner THL Equity Fund VII Investors (inVentiv), L.P. · CIK 0001713160 · Director · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,166 F8 · shares: See Exhibit 99.1 for text of footnote (8). F10 · balance_after: See Exhibit 99.1 for text of footnote (10). Read SEC document |
| December 03, 2020 Filed Dec 7, 2020 17:09 UTC | Syneos Health, Inc. SYNH · Entity 109360 | SaleClass A Common Stock | 2,771,132 | $61.28 | $169,814,968.96 |
DisclosureSEC source: 0001140361-20-027523 · form4.xml · nonDerivative · entry 1 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner THL Fund VII Coinvestment Partners, L.P. · CIK 0001713702 · Director · 10% owner THL Executive Fund VII, L.P. · CIK 0001665668 · Director · 10% owner THL Equity Fund VII Investors (inVentiv), L.P. · CIK 0001713160 · Director · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 13,235,545 F4 · shares: See Exhibit 99.1 for text of footnote (4). F5 · balance_after: See Exhibit 99.1 for text of footnote (5). 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). Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 17:39 UTC | Syneos Health, Inc. SYNH · Entity 109360 | SaleClass A Common Stock | 203 | $59.26 | $12,029.78 |
DisclosureSEC source: 0001140361-20-021029 · form4.xml · nonDerivative · entry 5 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner THL Fund VII Coinvestment Partners, L.P. · CIK 0001713702 · Director · 10% owner THL Executive Fund VII, L.P. · CIK 0001665668 · Director · 10% owner THL Equity Fund VII Investors (inVentiv), L.P. · CIK 0001713160 · Director · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005 F9 · shares: See Exhibit 99.1 for text of footnote (9). F11 · balance_after: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 17:39 UTC | Syneos Health, Inc. SYNH · Entity 109360 | SaleClass A Common Stock | 529 | $59.26 | $31,348.54 |
DisclosureSEC source: 0001140361-20-021029 · form4.xml · nonDerivative · entry 4 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner THL Fund VII Coinvestment Partners, L.P. · CIK 0001713702 · Director · 10% owner THL Executive Fund VII, L.P. · CIK 0001665668 · Director · 10% owner THL Equity Fund VII Investors (inVentiv), L.P. · CIK 0001713160 · Director · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,619 F8 · shares: See Exhibit 99.1 for text of footnote (8). F10 · balance_after: See Exhibit 99.1 for text of footnote (10). Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 17:39 UTC | Syneos Health, Inc. SYNH · Entity 109360 | SaleClass A Common Stock | 3,232,987 | $59.26 | $191,586,809.62 |
DisclosureSEC source: 0001140361-20-021029 · form4.xml · nonDerivative · entry 1 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner THL Fund VII Coinvestment Partners, L.P. · CIK 0001713702 · Director · 10% owner THL Executive Fund VII, L.P. · CIK 0001665668 · Director · 10% owner THL Equity Fund VII Investors (inVentiv), L.P. · CIK 0001713160 · Director · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 16,006,677 F4 · shares: See Exhibit 99.1 for text of footnote (4). F5 · balance_after: See Exhibit 99.1 for text of footnote (5). 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). Read SEC document |
| May 27, 2020 Filed May 29, 2020 20:37 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 2,803 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-20-012778 · form4.xml · nonDerivative · entry 3 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner THL Fund VII Coinvestment Partners, L.P. · CIK 0001713702 · Director · 10% owner THL Executive Fund VII, L.P. · CIK 0001665668 · Director · 10% owner THL Equity Fund VII Investors (inVentiv), L.P. · CIK 0001713160 · Director · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,028 F5 · shares: See Exhibit 99.1 for text of footnote (5). F5 · price: See Exhibit 99.1 for text of footnote (5). F7 · price: See Exhibit 99.1 for text of footnote (7). Read SEC document |
| May 27, 2020 Filed May 29, 2020 20:37 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 2,803 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-20-012778 · form4.xml · nonDerivative · entry 2 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner THL Fund VII Coinvestment Partners, L.P. · CIK 0001713702 · Director · 10% owner THL Executive Fund VII, L.P. · CIK 0001665668 · Director · 10% owner THL Equity Fund VII Investors (inVentiv), L.P. · CIK 0001713160 · Director · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,028 F5 · shares: See Exhibit 99.1 for text of footnote (5). F5 · price: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6). Read SEC document |
| May 24, 2019 Filed May 30, 2019 06:03 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 4,122 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-19-010019 · form4.xml · nonDerivative · entry 3 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner THL HOLDCO, LLC · CIK 0001757181 · Director · 10% owner Nelson Joshua M · CIK 0001375529 · Director THL Fund VII Coinvestment Partners, L.P. · CIK 0001713702 · Director · 10% owner THL Coinvestment Partners, L.P. · CIK 0001429869 · Director · 10% owner THL Operating Partners, L.P. · CIK 0001429868 · Director · 10% owner Great-West Investors LP · CIK 0001604101 · Director · 10% owner Putnam Investments Employees' Securities Co III LLC · CIK 0001545929 · Director · 10% owner THL Equity Fund VII Investors (inVentiv), L.P. · CIK 0001713160 · Director · 10% owner THL Executive Fund VII, L.P. · CIK 0001665668 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,225 F5 · shares: See Exhibit 99.1 for text of footnote (5). F5 · price: See Exhibit 99.1 for text of footnote (5). F7 · price: See Exhibit 99.1 for text of footnote (7). Read SEC document |
| May 24, 2019 Filed May 30, 2019 06:03 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 4,122 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-19-010019 · form4.xml · nonDerivative · entry 2 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner THL HOLDCO, LLC · CIK 0001757181 · Director · 10% owner Nelson Joshua M · CIK 0001375529 · Director THL Fund VII Coinvestment Partners, L.P. · CIK 0001713702 · Director · 10% owner THL Coinvestment Partners, L.P. · CIK 0001429869 · Director · 10% owner THL Operating Partners, L.P. · CIK 0001429868 · Director · 10% owner Great-West Investors LP · CIK 0001604101 · Director · 10% owner Putnam Investments Employees' Securities Co III LLC · CIK 0001545929 · Director · 10% owner THL Equity Fund VII Investors (inVentiv), L.P. · CIK 0001713160 · Director · 10% owner THL Executive Fund VII, L.P. · CIK 0001665668 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,225 F5 · shares: See Exhibit 99.1 for text of footnote (5). F5 · price: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6). Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 21:37 UTC | Syneos Health, Inc. SYNH · Entity 109360 | OtherClass A Common Stock | 2,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-038582 · form4.xml · nonDerivative · entry 1 Nelson Joshua M · CIK 0001375529 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,103 F1 · kind: Represents shares of the Issuer held by the Reporting Person directly, of which 1,574 are being transferred to THL Managers VI, L.P. ("Managers VI") and 604 are being transferred to THL Managers VII, L.P. ("Managers VII"), in each case, for no consideration. The shares were originally granted to the Reporting Person in connection with the Reporting Person's service as a director of the Issuer. Pursuant to operative agreements of Thomas H. Lee Equity Fund VI, L.P., Thomas H. Lee Equity Fund VII, L.P. and Thomas H. Lee Partners, L.P. ("THL Partners"), these shares were required to be transferred to Managers VI and Managers VII following the lapse of restrictions. F1 · shares: Represents shares of the Issuer held by the Reporting Person directly, of which 1,574 are being transferred to THL Managers VI, L.P. ("Managers VI") and 604 are being transferred to THL Managers VII, L.P. ("Managers VII"), in each case, for no consideration. The shares were originally granted to the Reporting Person in connection with the Reporting Person's service as a director of the Issuer. Pursuant to operative agreements of Thomas H. Lee Equity Fund VI, L.P., Thomas H. Lee Equity Fund VII, L.P. and Thomas H. Lee Partners, L.P. ("THL Partners"), these shares were required to be transferred to Managers VI and Managers VII following the lapse of restrictions. F2 · balance_after: The Reporting Person is a Managing Director of THL Partners, which is the managing member of Managers VI and Managers VII. Therefore, the Reporting Person may be deemed to beneficially own the shares of the Issuer owned directly by each of Managers VI and Managers VII. The Reporting Person disclaims beneficial ownership of all shares of the Issuer owned by Managers VI and Managers VII, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares for the purposes of Section 16 or for any other purpose, except to the extent of the Reporting Person's pecuniary interest therein. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 16:27 UTC | Syneos Health, Inc. SYNH · Entity 109360 | SaleClass A Common Stock | 6,000,000 | $49.73 | $298,380,000.00 |
DisclosureSEC source: 0001140361-18-036238 · form4.xml · nonDerivative · entry 1 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · 10% owner Thomas H. Lee Equity Fund VI, L.P. · CIK 0001375668 · 10% owner Thomas H. Lee Parallel (DT) Fund VI, L.P. · CIK 0001429870 · 10% owner Thomas H. Lee Parallel Fund VI, L.P. · CIK 0001375663 · 10% owner Thomas H. Lee Equity Fund VII, L.P. · CIK 0001620946 · 10% owner Thomas H. Lee Parallel Fund VII, L.P. · CIK 0001620947 · 10% owner Thomas H. Lee Parallel (Cayman) Fund VII, L.P. · CIK 0001620948 · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 19,239,664 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 24, 2018 Filed May 29, 2018 21:51 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 4,103 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-026131 · form4.xml · nonDerivative · entry 3 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · 10% owner Thomas H. Lee Equity Fund VI, L.P. · CIK 0001375668 · 10% owner Thomas H. Lee Parallel (DT) Fund VI, L.P. · CIK 0001429870 · 10% owner Thomas H. Lee Parallel Fund VI, L.P. · CIK 0001375663 · 10% owner Thomas H. Lee Equity Fund VII, L.P. · CIK 0001620946 · 10% owner Thomas H. Lee Parallel Fund VII, L.P. · CIK 0001620947 · 10% owner Thomas H. Lee Parallel (Cayman) Fund VII, L.P. · CIK 0001620948 · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,281 F4 · shares: See Exhibit 99.1 for text of footnote (4). F4 · price: See Exhibit 99.1 for text of footnote (4). F6 · price: See Exhibit 99.1 for text of footnote (6). Read SEC document |
| May 24, 2018 Filed May 29, 2018 21:51 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 4,103 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-026131 · form4.xml · nonDerivative · entry 2 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · 10% owner Thomas H. Lee Equity Fund VI, L.P. · CIK 0001375668 · 10% owner Thomas H. Lee Parallel (DT) Fund VI, L.P. · CIK 0001429870 · 10% owner Thomas H. Lee Parallel Fund VI, L.P. · CIK 0001375663 · 10% owner Thomas H. Lee Equity Fund VII, L.P. · CIK 0001620946 · 10% owner Thomas H. Lee Parallel Fund VII, L.P. · CIK 0001620947 · 10% owner Thomas H. Lee Parallel (Cayman) Fund VII, L.P. · CIK 0001620948 · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,281 F4 · shares: See Exhibit 99.1 for text of footnote (4). F4 · price: See Exhibit 99.1 for text of footnote (4). F5 · price: See Exhibit 99.1 for text of footnote (5). Read SEC document |
| May 18, 2018 Filed May 22, 2018 19:27 UTC | Party City Holdco Inc. PRTY · Entity 108808 | SaleCommon Stock | 12,000,000 | $15.00 | $180,000,000.00 |
DisclosureSEC source: 0001140361-18-025255 · form4.xml · nonDerivative · entry 1 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Jain Uttam K. · CIK 0001599971 · Director Haber Douglas A. · CIK 0001627130 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 45,716,258 F4 · shares: See Exhibit 99.1 for text of footnote (4). F5 · balance_after: See Exhibit 99.1 for text of footnote (5). 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). Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 20:11 UTC | Party City Holdco Inc. PRTY · Entity 108808 | SaleCommon Stock | 7,441,694 | $12.67 | $94,286,262.98 |
DisclosureSEC source: 0001140361-17-046120 · form4.xml · nonDerivative · entry 1 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · Director · 10% owner THL PC Topco, L.P. · CIK 0001601041 · 10% owner THL Equity Fund VI Investors (PC), L.P. · CIK 0001638993 · 10% owner Great-West Investors LP · CIK 0001604101 · 10% owner Putnam Investments Employees' Securities Co III LLC · CIK 0001545929 · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Jain Uttam K. · CIK 0001599971 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 57,716,258 F4 · shares: See Exhibit 99.1 for text of footnote (4). F5 · balance_after: See Exhibit 99.1 for text of footnote (5). 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). Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:20 UTC | Syneos Health, Inc. INCR · Entity 109360 | GrantClass A Common Stock | 2,178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-030141 · form4.xml · nonDerivative · entry 3 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · 10% owner Thomas H. Lee Equity Fund VI, L.P. · CIK 0001375668 · 10% owner Thomas H. Lee Parallel (DT) Fund VI, L.P. · CIK 0001429870 · 10% owner Thomas H. Lee Parallel Fund VI, L.P. · CIK 0001375663 · 10% owner Thomas H. Lee Equity Fund VII, L.P. · CIK 0001620946 · 10% owner Thomas H. Lee Parallel Fund VII, L.P. · CIK 0001620947 · 10% owner Thomas H. Lee Parallel (Cayman) Fund VII, L.P. · CIK 0001620948 · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,178 F4 · shares: See Exhibit 99.1 for text of footnote (4). F4 · price: See Exhibit 99.1 for text of footnote (4). F6 · price: See Exhibit 99.1 for text of footnote (6). Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:20 UTC | Syneos Health, Inc. INCR · Entity 109360 | GrantClass A Common Stock | 2,178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-030141 · form4.xml · nonDerivative · entry 2 THOMAS H. LEE ADVISORS, LLC · CIK 0001260943 · 10% owner Thomas H. Lee Equity Fund VI, L.P. · CIK 0001375668 · 10% owner Thomas H. Lee Parallel (DT) Fund VI, L.P. · CIK 0001429870 · 10% owner Thomas H. Lee Parallel Fund VI, L.P. · CIK 0001375663 · 10% owner Thomas H. Lee Equity Fund VII, L.P. · CIK 0001620946 · 10% owner Thomas H. Lee Parallel Fund VII, L.P. · CIK 0001620947 · 10% owner Thomas H. Lee Parallel (Cayman) Fund VII, L.P. · CIK 0001620948 · 10% owner ABBRECHT TODD M · CIK 0001260937 · Director Nelson Joshua M · CIK 0001375529 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,178 F4 · shares: See Exhibit 99.1 for text of footnote (4). F4 · price: See Exhibit 99.1 for text of footnote (4). F5 · price: See Exhibit 99.1 for text of footnote (5). 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.