Insider holders · CIK 0001697152
ConvergeOne Holdings, Inc. · CVON
Every insider with a reported Table I holding at this company, ranked by their last-reported share count. A balance is only as fresh as its filing — the report date sits next to every row on purpose. ← Back to activity
| Insider | Direct shares | Indirect shares | Total reported | Last report (ET) | From |
|---|---|---|---|---|---|
| CCP MM, LLCDirector | — | 42,299,691 | 42,299,691 | Jun 20, 2018 · 5:58 pm EDT | Form 3 |
| Stephen A Vogelrelationship not stated | 1,910,187 | — | 1,910,187 | Feb 26, 2018 · 6:45 pm EST | Form 4 |
| Marshall Kievrelationship not stated | 655,062 | 930,077 | 1,585,139 | Feb 26, 2018 · 6:41 pm EST | Form 4 |
| Neil Goldbergrelationship not stated | — | 438,750 | 438,750 | Feb 26, 2018 · 6:59 pm EST | Form 4 |
| Steven Bernsrelationship not stated | 26,125 | — | 26,125 | Feb 26, 2018 · 6:57 pm EST | Form 4 |
| Jerry Elliottrelationship not stated | 26,125 | — | 26,125 | Feb 26, 2018 · 6:40 pm EST | Form 4 |
| James PadeDirector | 0 | — | 0 | Feb 26, 2018 · 6:42 pm EST | Form 3 |
| John LyonsPresident, Field Organization | 0 | — | 0 | Jan 4, 2019 · 5:42 pm EST | Form 4 |
| Clearlake Capital Partners III (Master), L.P.10% Owner | 0 | 0 | 0 | Jan 8, 2019 · 5:13 pm EST | Form 4 |
| Clearlake Capital Partners III, GP, L.P.10% Owner | 0 | 0 | 0 | Jan 8, 2019 · 5:13 pm EST | Form 4 |
| Paul Karl MaierPresident, Services Org. | 0 | 0 | 0 | Jan 4, 2019 · 5:39 pm EST | Form 4 |
| Forum Investors I, LLCrelationship not stated | 0 | — | 0 | Feb 26, 2018 · 7:21 pm EST | Form 4 |
| Prashant MehrotraDirector | 0 | — | 0 | Feb 26, 2018 · 6:41 pm EST | Form 3 |
| Timothy PawlentyDirector | 0 | — | 0 | Jan 4, 2019 · 5:48 pm EST | Form 4 |
| David BorisDirector | 0 | — | 0 | Jan 4, 2019 · 5:35 pm EST | Form 4 |
| Christopher JurasekDirector | 0 | — | 0 | Jan 4, 2019 · 5:49 pm EST | Form 4 |
| Clearlake Capital Partners, LLC10% Owner | 0 | 0 | 0 | Jan 8, 2019 · 5:13 pm EST | Form 4 |
| CCG Operations, LLC10% Owner | 0 | 0 | 0 | Jan 8, 2019 · 5:13 pm EST | Form 4 |
| Behdad EghbaliDirector | 0 | 0 | 0 | Jan 8, 2019 · 5:13 pm EST | Form 4 |
| Polar Asset Management Partners Inc.10% Owner | — | 0 | 0 | Feb 26, 2018 · 9:17 pm EST | Form 4 |
| Jose Enrique FelicianoDirector | 0 | 0 | 0 | Jan 8, 2019 · 5:13 pm EST | Form 4 |
| Keith W F BradleyDirector | 0 | — | 0 | Jan 4, 2019 · 5:18 pm EST | Form 4 |
| Jeffrey E NachborChief Financial Officer | 0 | — | 0 | Jan 4, 2019 · 5:45 pm EST | Form 4 |
| John A McKenna Jr.President, CEO and Chairman | 0 | 0 | 0 | Jan 4, 2019 · 5:28 pm EST | Form 4 |
| Richard KatzmanDirector | 0 | 0 | 0 | Jan 4, 2019 · 5:37 pm EST | Form 4 |
Balances come from each insider’s most recent filing that reports a Table I holding; an insider who left the company years ago still appears with their last-known figure and its date. Indirect totals collapse multiple vehicles (trusts, LLCs) into one number — open the filing for the breakdown. Shares as filed, not split-adjusted.