PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:35 AM ET

Sponsor Check › Person

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No photo found (searched own website, image search on Oct 24, 2026)

David Breach

Named as an officer, director or promoter on SEC Form D filings · TX, CA, MN · Feb 24, 2022 → Sep 17, 2026

59deals (issuers)
$4.58Breported sold
6,990investors
67Form D filings
2022–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:34 AM ET · SEC enforcement last checked: Oct 24, 2026, 12:20 AM ET

The short version

David Breach is listed as an executive officer and director on 67 SEC Form D filings by 59 issuers between Sep 2015 and Oct 2026. Largest by amount reported sold: VistaOne, L.P. (San Francisco, CA — pooled investment fund — 2025–2026; $1.67B reported sold to 4,192 investors), VistaOne (TE), L.P. (San Francisco, CA — pooled investment fund — 2025–2026; $1.67B reported sold to 2,709 investors), Jamf Holding Corp. (Minneapolis, MN — other technology — 2020–2022; $561.2M reported sold to 26 investors), Poseidon Holding, LLC (San Francisco, CA — industry reported as "Other" — 2015; $435.3M reported sold to 7 investors), Vista Public Strategies Onshore Fund, L.P. (San Francisco, CA — pooled investment fund — 2023; $236.6M reported sold to 56 investors) and 54 more (all listed below).

What this means That is a lot of deals — 59 separate companies raised money with this person listed as executive officer and director, over about 11 years. Across those companies the filings report $4.58B sold in total.

Listed alongside Lauren Dillard (60 shared filings), Robert F. Smith (57 shared filings), Gwen Reinke (52 shared filings), F. VEP Group, LLC (13 shared filings, management entity), F. Vista Equity Partners Management, LLC (10 shared filings, management entity) and 119 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around David. Each name links to their own page.

The issuers belong to 2 sponsor groups: Vista (164 issuers, $23.26B reported sold, 2009–2026) and Kirkland (58 issuers, $59.29B reported sold, 2010–2025).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 41 court cases matching the name listed in Key records below.

What this means 41 records came back, including 23 court cases still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 67 public filings for David Breach and found 6 differences, 1 worth asking the sponsor about: 29 paid sellers are listed without a CRD number; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for David Breach has not run yet — it is joining a line of 57,049 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

41 cases: 23 open, 18 closed (disposition not in docket feed)

In re Healthcare Highways, Inc. Data Breach Litigation open
District Court, E.D. Texas · No. 4:26-cv-01037 · Filed Aug 10, 2026 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Other Contract
Role of Healthcare Highways, Inc. Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (TX)
IN RE IRHYTHM HOLDINGS, INC. DATA BREACH LITIGATION open
District Court, N.D. California · No. 3:26-cv-06070 · Filed Jun 18, 2026 · Nature of suit: 380 Personal Property: Other · Cause: 28:1332 Diversity-(Citizenship)
Role of IRHYTHM HOLDINGS, INC. DATA BREACH LITIGATION: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (CA)
IN RE ASSETMARK, INC. DATA BREACH LITIGATION open
District Court, N.D. California · No. 3:26-cv-05738 · Filed Jun 13, 2026 · Nature of suit: 360 P.I.: Other · Cause: 28:1331 Fed. Question
Role of ASSETMARK, INC. DATA BREACH LITIGATION: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (CA)
In re illumifin Corporation Data Breach Litigation open
District Court, D. Minnesota · No. 0:26-cv-02432 · Filed Apr 30, 2026 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of illumifin Corporation Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (MN)
In Re Hims & Hers, Inc. Data Breach Litigation open
District Court, N.D. California · No. 3:26-cv-03077 · Filed Apr 10, 2026 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of Hims & Hers, Inc. Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (CA)
In re Earthbound Holding, LLC Data Breach Litigation open
District Court, N.D. Texas · No. 3:26-cv-01096 · Filed Apr 6, 2026 · Nature of suit: 190 Contract: Other Contract · Cause: 28:1332 Diversity-Other Contract
Role of Earthbound Holding, LLC Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (TX)
In re Eisner Advisory Group, LLC Data Breach Litigation open
District Court, D. Minnesota · No. 0:26-cv-01773 · Filed Mar 6, 2026 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1331ot
Role of Eisner Advisory Group, LLC Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (MN)
IN RE: Resource Corp. of America Data Breach Litigation open
District Court, S.D. Texas · No. 3:26-cv-00017 · Filed Jan 21, 2026 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Resource Corp. of America Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (TX)
In Re Gulshan Management Services Data Breach Litigation open
District Court, S.D. Texas · No. 4:26-cv-00200 · Filed Jan 12, 2026 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Other Contract
Role of Gulshan Management Services Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (TX)
In re Aylo Corporation Data Breach Litigation open
District Court, W.D. Texas · No. 1:25-cv-02069 · Filed Dec 17, 2025 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Aylo Corporation Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (TX)
In Re Marquis Software Solutions, Inc. Data Breach Litigation open
District Court, E.D. Texas · No. 4:25-cv-01277 · Filed Nov 21, 2025 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Marquis Software Solutions, Inc. Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (TX)
IN RE ORACLE CORPORATION DATA BREACH LITIGATION open
District Court, W.D. Texas · No. 1:25-cv-01805 · Filed Nov 10, 2025 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of ORACLE CORPORATION DATA BREACH LITIGATION: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (TX)
IN RE PAYACTIV, INC. DATA BREACH LITIGATION open
District Court, N.D. California · No. 5:25-cv-08476 · Filed Oct 3, 2025 · Nature of suit: 360 P.I.: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of PAYACTIV, INC. DATA BREACH LITIGATION: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (CA)
In Re: Prosper Funding, LLC Data Breach Litigation open
District Court, N.D. California · No. 3:25-cv-07947 · Filed Sep 18, 2025 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Other Contract
Role of Prosper Funding, LLC Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (CA)
In re American Income Life Insurance Co. and Globe Life, Inc. Data Breach Litigation open
District Court, W.D. Texas · No. 6:25-cv-00262 · Filed Jun 24, 2025 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of American Income Life Insurance Co. and Globe Life, Inc. Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (TX)
In re Episource LLC Data Breach Litigation open
District Court, C.D. California · No. 2:25-cv-05330 · Filed Jun 12, 2025 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of Episource LLC Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (CA)
In re Bunkhouse Management, LLC Data Breach Litigation closed
District Court, W.D. Texas · No. 1:25-cv-00607 · Filed Apr 22, 2025 · Closed Oct 9, 2025 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Fiduciary Duty
Role of Bunkhouse Management, LLC Data Breach Litigation: Party · Outcome: Terminated 2025-10-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (TX)
In re Eisner Advisory Group Data Breach Litigation open
District Court, D. Minnesota · No. 0:25-cv-01409 · Filed Apr 14, 2025 · Nature of suit: 380 Personal Property: Other · Cause: 28:1332 Diversity-Property Damage
Role of Eisner Advisory Group Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (MN)
In Re: Change Healthcare, Inc. Customer Data Security Breach Litigation open
District Court, D. Minnesota · No. 0:24-md-03108 · Filed Jun 7, 2024 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Change Healthcare, Inc. Customer Data Security Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (security); court in the person's filing state (MN)
In Re: AT&T Inc Customer Data Security Breach Litigation open
District Court, N.D. Texas · No. 3:24-md-03114 · Filed Jun 5, 2024 · Nature of suit: 190 Contract: Other Contract · Cause: 28:1332 Diversity-Breach of Contract
Role of AT&T Inc Customer Data Security Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (security); court in the person's filing state (TX)
IN RE: 23ANDME, Inc., Customer Data Security Breach Litigation closed
District Court, N.D. California · No. 3:24-md-03098 · Filed Apr 16, 2024 · Closed Feb 18, 2026 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of 23ANDME, Inc., Customer Data Security Breach Litigation: Party · Outcome: Terminated 2026-02-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (security); court in the person's filing state (CA)
In Re: AT&T Inc Customer Data Security Breach Litigation open
District Court, N.D. Texas · No. 3:24-cv-00757 · Filed Mar 30, 2024 · Nature of suit: 190 Contract: Other Contract · Cause: 28:1332 Diversity-Breach of Contract
Role of AT&T Inc Customer Data Security Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (security); court in the person's filing state (TX)
In Re: V12 Software, Inc. Data Breach open
District Court, N.D. California · No. 5:24-cv-01892 · Filed Mar 27, 2024 · Nature of suit: 890 Other Statutory Actions · Cause: 28:2201 Declaratory Judgement
Role of V12 Software, Inc. Data Breach: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (CA)
In re medQ, Inc. Data Breach Litigation closed
District Court, E.D. Texas · No. 4:24-cv-00176 · Filed Feb 28, 2024 · Closed Sep 3, 2025 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of medQ, Inc. Data Breach Litigation: Party · Outcome: Terminated 2025-09-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (TX)
In Re: Post Meds, Inc. Data Breach Litigation closed
District Court, N.D. California · No. 4:23-cv-05710 · Filed Nov 6, 2023 · Closed Jul 8, 2025 · Nature of suit: P.I.: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of Post Meds, Inc. Data Breach Litigation: Party · Outcome: Terminated 2025-07-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (CA)
In Re Prospect Medical Holdings, Inc. Data Breach closed
District Court, C.D. California · No. 2:23-cv-08284 · Filed Oct 3, 2023 · Closed Dec 8, 2023 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1332 Diversity-(Citizenship)
Role of Prospect Medical Holdings, Inc. Data Breach: Party · Outcome: Terminated 2023-12-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (CA)
In Re : Orrick, Herrington & Sutcliffe, LLP Data Breach Litigation closed
District Court, N.D. California · No. 3:23-cv-04089 · Filed Aug 11, 2023 · Closed Nov 12, 2024 · Nature of suit: 360 P.I.: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of : Orrick, Herrington & Sutcliffe, LLP Data Breach Litigation: Party · Outcome: Terminated 2024-11-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (CA)
Thomas v. Joule Processing LLC <b><font color="red">Count 5- Breach of contract of the Consulting Agreement electronically transferred to USDC ND/NY- Albany Division. </font></b> closed
District Court, S.D. Texas · No. 4:23-cv-01615 · Filed May 2, 2023 · Closed Feb 18, 2025 · Nature of suit: 880 Defend Trade Secrets Act (of 2016) · Cause: 18:1836(b) Civil Action to Protect Trade Secrets
Role of Joule Processing LLC <b><font color="red">Count 5- Breach of contract of the Consulting Agreement electronically transferred to USDC ND/NY- Albany Division. </font></b>: Defendant · Outcome: Terminated 2025-02-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (count); court in the person's filing state (TX)
v. In re: Mednax Services, Inc., Customer Data Security Breach Litigation closed
District Court, N.D. California · No. 4:23-mc-80094 · Filed Mar 29, 2023 · Closed May 17, 2023 · Nature of suit: 890 Other Statutory Actions · Cause: Civil Miscellaneous Case
Role of v. In re: Mednax Services, Inc., Customer Data Security Breach Litigation: Party · Outcome: Terminated 2023-05-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (security); court in the person's filing state (CA)
In Re: American Medical Collection Agency, Inc., Customer Data Security Breach Litigation (GetixHealth) closed
District Court, W.D. Texas · No. 1:23-mc-00268 · Filed Mar 10, 2023 · Closed Mar 27, 2023
Role of American Medical Collection Agency, Inc., Customer Data Security Breach Litigation: Party · Outcome: Terminated 2023-03-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (security); court in the person's filing state (TX)
In Re: American Medical Collection Agency, Inc., Customer Data Security Breach Litigation closed
District Court, E.D. California · No. 1:23-mc-00020 · Filed Mar 3, 2023 · Closed Apr 17, 2025 · Nature of suit: Consumer Credit · Cause: Civil Miscellaneous Case
Role of American Medical Collection Agency, Inc., Customer Data Security Breach Litigation: Party · Outcome: Terminated 2025-04-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (security); court in the person's filing state (CA)
In re: Sequoia Benefits and Insurance Data Breach Litigation open
District Court, N.D. California · No. 3:22-cv-08217 · Filed Dec 12, 2022 · Nature of suit: Personal Property: Other · Cause: 28:1332 Diversity-Property Damage
Role of Sequoia Benefits and Insurance Data Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (CA)
In re UKG Inc. Cybersecurity Breach Litigation closed
District Court, N.D. California · No. 3:22-cv-00346 · Filed Jan 18, 2022 · Closed Nov 22, 2023 · Nature of suit: Other Statutory Actions · Cause: 28:1332 Diversity-(Citizenship)
Role of UKG Inc. Cybersecurity Breach Litigation: Party · Outcome: Terminated 2023-11-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (cybersecurity); court in the person's filing state (CA)
In Re: Automatic Funds Transfer Services, Inc. Data Breach Litigation closed
District Court, C.D. California · No. 2:21-cv-01567 · Filed Feb 19, 2021 · Closed Oct 21, 2021 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1331 Fed. Question
Role of Automatic Funds Transfer Services, Inc. Data Breach Litigation: Party · Outcome: Terminated 2021-10-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (CA)
Breach v. Novo Nordisk Inc. closed
District Court, S.D. California · No. 3:20-cv-00991 · Filed May 29, 2020 · Closed Nov 9, 2022 · Nature of suit: 367 Health care / pharm
Role of Breach: Plaintiff · Outcome: Terminated 2022-11-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); surname only in the caption; court in the person's filing state (CA)
In Re: Uber Technologies, Inc., Data Security Breach Litigation closed
District Court, C.D. California · No. 2:18-ml-02826 · Filed Apr 9, 2018 · Closed Sep 30, 2022 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1331 Fed. Question
Role of Uber Technologies, Inc., Data Security Breach Litigation: Party · Outcome: Terminated 2022-09-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (security); court in the person's filing state (CA)
In re Anthem, Inc. Data Breach Litigation closed
District Court, N.D. California · No. 5:15-md-02617 · Filed Jun 12, 2015 · Closed Aug 16, 2018 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Anthem, Inc. Data Breach Litigation: Party · Outcome: Terminated 2018-08-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (data); court in the person's filing state (CA)
IN RE: Supervalu, Inc., Customer Data Security Breach Litigation closed
District Court, D. Minnesota · No. 0:14-md-02586 · Filed Dec 16, 2014 · Closed Mar 7, 2018 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of Supervalu, Inc., Customer Data Security Breach Litigation: Party · Outcome: Terminated 2018-03-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (security); court in the person's filing state (MN)
v. Target Corporation Customer Data Security Breach Litigation open
District Court, N.D. California · No. 3:14-mc-80302 · Filed Oct 30, 2014
Role of v. Target Corporation Customer Data Security Breach Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (security); court in the person's filing state (CA)
IN RE: Target Corporation Customer Data Security Breach Litigation closed
District Court, D. Minnesota · No. 0:14-md-02522 · Filed Apr 2, 2014 · Closed Jul 9, 2021 · Nature of suit: 360 P.I.: Other · Cause: 28:1332 Diversity
Role of Target Corporation Customer Data Security Breach Litigation: Party · Outcome: Terminated 2021-07-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (security); court in the person's filing state (MN)
In Re: Heartland Payment Systems Inc. Customer Data Security Breach Litigation closed
District Court, S.D. Texas · No. 4:09-md-02046 · Filed Jun 10, 2009 · Closed Feb 14, 2013 · Nature of suit: 480 Consumer Credit · Cause: 15:1681 Fair Credit Reporting Act
Role of Heartland Payment Systems Inc. Customer Data Security Breach Litigation: Party · Outcome: Terminated 2013-02-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 173 federal dockets); different first name (security); court in the person's filing state (TX)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:34 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (checked Oct 24, 2026) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 24, 2026, 12:20 AM ET.

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:34 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

6 differences found between the filings for David Breach — 1 worth asking about (compared the newest 50 of 67 filings on Oct 24, 2026; older filings not covered)

Worth asking · Nov 8, 2024 – Oct 22, 2026

29 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: Unicorn Strategic Capital — VistaOne, L.P. · Paid seller listed without a CRD number: Unicorn Strategic Capital — VistaOne (TE), L.P. · Paid seller listed without a CRD number: Allen, Allen & Partners Pty Ltd — Vista Equity Endeavor Fund III, L.P. · Paid seller listed without a CRD number: Thrive Alternatives Pte. Ltd. — Vista Equity Endeavor Fund III, L.P. · Paid seller listed without a CRD number: Bjarni Karl Gudlaugsson — Vista Equity Endeavor Fund III, L.P. · and 24 more

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Sources
Note · Oct 1, 2023 – Oct 31, 2023

Form D filed 30 days after the first sale — Vista Public Strategies Onshore Fund, L.P.

The filing says the first sale was Oct 1, 2023. The Form D was filed Oct 31, 2023 — 30 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 15 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Oct 1, 2023 – Oct 31, 2023

No amendment in the last 12 months on an offering that may still be open — Vista Public Strategies Onshore Fund, L.P. (latest filing Oct 31, 2023)

The latest filing for this offering is dated Oct 31, 2023 (first sale Oct 1, 2023). It reports $7,000,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Nov 16, 2022 – Nov 21, 2022

No amendment in the last 12 months on an offering that may still be open — Jamf Holding Corp. (latest filing Nov 21, 2022)

The latest filing for this offering is dated Nov 21, 2022 (first sale Nov 16, 2022). It reports $19,188,657 sold of $19,200,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Nov 17, 2022 – Mar 31, 2025

David Breach is written 2 different ways on the filings

listed as "David Breach" on 42 filings (from Nov 17, 2022), and "David Andrew Breach" on 8 filings (from Mar 31, 2025).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Nov 17, 2022 – Oct 22, 2026

David Breach is listed with 3 different address states: CA, MN, TX

CA on 42 filings (Nov 17, 2022 to Oct 22, 2026); MN on 1 filing (Nov 21, 2022); TX on 7 filings (Sep 8, 2025 to Apr 2, 2026).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 67 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

2 of 60 offerings report sales commissions totalling $20,000,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 22, 2026 D/A
VistaOne (TE), L.P.
File 021-542610
$10,000,000 (est.)$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)

Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

Unicorn Strategic Capital no CRD number reported
Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗
via Foreside Fund Services, LLC (CRD 46106 ↗)

CAIS Capital LLC BrokerCheck CRD 154512 ↗
via CAIS Capital LLC (CRD 154512 ↗)

iCapital Markets LLC BrokerCheck CRD 118219 ↗
via iCapital Markets LLC (CRD 118219 ↗)

LPL Financial LLC BrokerCheck CRD 6413 ↗
via LPL Financial LLC (CRD 6413 ↗)

LPL Enterprise, LLC BrokerCheck CRD 8733 ↗
via LPL Enterprise, LLC (CRD 8733 ↗)

Steward Partners Investment Solutions, LLC BrokerCheck CRD 1254 ↗
via Steward Partners Investment Solutions, LLC (CRD 1254 ↗)
EDGAR ↗
Oct 22, 2026 D/A
VistaOne, L.P.
File 021-542606
$10,000,000 (est.)$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)

Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

Unicorn Strategic Capital no CRD number reported
Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗
via Foreside Fund Services, LLC (CRD 46106 ↗)

Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

CAIS Capital LLC BrokerCheck CRD 154512 ↗
via CAIS Capital LLC (CRD 154512 ↗)

iCapital Markets LLC BrokerCheck CRD 118219 ↗
via iCapital Markets LLC (CRD 118219 ↗)

LPL Financial LLC BrokerCheck CRD 6413 ↗
via LPL Financial LLC (CRD 6413 ↗)

LPL Enterprise, LLC BrokerCheck CRD 8733 ↗
via LPL Enterprise, LLC (CRD 8733 ↗)

Steward Partners Investment Solutions, LLC BrokerCheck CRD 1254 ↗
via Steward Partners Investment Solutions, LLC (CRD 1254 ↗)
EDGAR ↗
Sep 17, 2026 D
Vista Equity Partners Cloud Access SPV, L.P.
File 021-597871
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 17, 2026 D
Vista Equity Partners Cloud Access SPV A, L.P.
File 021-597873
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Apr 2, 2026 D
Vista Co-Invest Fund 2026-1, L.P.
File 021-578946
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Feb 27, 2026 D/A
VEPF VIII Co-Invest 8-A, LP.
File 021-575005
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 29, 2026 D
VFF V Co-Invest 4-A, L.P.
File 021-571740
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 1, 2025 D
VEEF III Co-Invest 3-A, L.P.
File 021-559484
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 8, 2025 D
VEPF VIII Co-Invest 7-A, L.P.
File 021-556963
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 8, 2025 D
VFF V Co-Invest 3-A, L.P.
File 021-556992
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Feb 13, 2025 D
Vista Equity Endeavor Fund III, L.P.
File 021-538212
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
Allen, Allen & Partners Pty Ltd no CRD number reported
Citi Private Alternatives, LLC BrokerCheck CRD 153777 ↗
Thrive Alternatives Pte. Ltd. no CRD number reported
Bjarni Karl Gudlaugsson no CRD number reported
414 Estructuracion, S.A. de C.V. no CRD number reported
EDGAR ↗
Feb 13, 2025 D
Vista Equity Endeavor Fund III-A, L.P.
File 021-538214
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
Allen, Allen & Partners Pty Ltd no CRD number reported
Citi Private Alternatives, LLC BrokerCheck CRD 153777 ↗
Thrive Alternatives Pte. Ltd. no CRD number reported
Bjarni Karl Gudlaugsson no CRD number reported
414 Estructuracion, S.A. de C.V. no CRD number reported
EDGAR ↗
Feb 13, 2025 D
Vista Equity Partners Hubble, L.P.
File 021-538255
$0 (est.)$0 (est.)$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
Evercore Group L.L.C. BrokerCheck CRD 42405 ↗
MORGAN STANLEY & CO. LLC BrokerCheck CRD 8209 ↗
UBS SWITZERLAND AG no CRD number reported
UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗
EDGAR ↗
Feb 13, 2025 D
Vista Equity Partners Hubble Feeder, L.P.
File 021-538256
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Feb 13, 2025 D
Vista Equity Endeavor Fund III-B, SCSp
File 021-538215
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
Allen, Allen & Partners Pty Ltd no CRD number reported
Citi Private Alternatives, LLC BrokerCheck CRD 153777 ↗
Thrive Alternatives Pte. Ltd. no CRD number reported
Bjarni Karl Gudlaugsson no CRD number reported
414 Estructuracion, S.A. de C.V. no CRD number reported
EDGAR ↗
Jan 31, 2025 D
VEPF VIII Co-Invest 6-A, L.P.
File 021-537025
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 3, 2025 D
VEEF III Co-Invest 2-A, L.P.
File 021-534090
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Dec 18, 2024 D
VEEF III CO-INVEST 1-A, L.P.
File 021-532610
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 22, 2024 D
VFF IV Co-Invest 4-C, L.P.
File 021-530287
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 15, 2024 D
Vista Co-Invest Fund 2024-2, L.P.
File 021-529567
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 14, 2024 D
VEPF VIII Co-Invest 5-A, L.P.
File 021-529475
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 12, 2024 D
Vista Co-Invest Fund 2024-1, L.P.
File 021-529076
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 12, 2024 D
Vista Credit Opportunities Fund II CV, L.P.
File 021-529106
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 8, 2024 D
Vista Foundation Fund V-A, L.P.
File 021-529048
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
Allen, Allen & Partners Pty Ltd no CRD number reported
Neuberger Berman East Asia Limited BrokerCheck CRD 154286 ↗
CAIS Capital, LLC BrokerCheck CRD 154512 ↗
Bjarni Karl Gudlaugsson no CRD number reported
Thrive Alternatives Pte. Ltd. no CRD number reported
ROYC no CRD number reported
Moonfare BrokerCheck CRD 319285 ↗
NH Investment & Securities Co., Ltd. BrokerCheck CRD 30660 ↗
FundCo no CRD number reported
BNP Paribas SA - Wealth Management Division no CRD number reported
414 Estructuracion, S.A. de C.V. no CRD number reported
EDGAR ↗
Nov 8, 2024 D
Vista Foundation Fund V, L.P.
File 021-529050
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
Allen, Allen & Partners Pty Ltd no CRD number reported
Neuberger Berman East Asia Limited BrokerCheck CRD 154286 ↗
CAIS Capital, LLC BrokerCheck CRD 154512 ↗
Bjarni Karl Gudlaugsson no CRD number reported
Thrive Alternatives Pte. Ltd. no CRD number reported
ROYC no CRD number reported
Moonfare BrokerCheck CRD 319285 ↗
NH Investment & Securities Co., Ltd. BrokerCheck CRD 30660 ↗
FundCo no CRD number reported
BNP Paribas SA - Wealth Management Division no CRD number reported
414 Estructuracion, S.A. de C.V. no CRD number reported
EDGAR ↗
Aug 22, 2024 D
VFF V Co-Invest 2-A, L.P.
File 021-522180
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 8, 2024 D
VFF V Co-Invest 1-A, L.P.
File 021-512744
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 11, 2024 D
VEPF VIII Co-Invest 4-A, L.P.
File 021-502201
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 16, 2023 D
VFF IV Co-Invest 7-A, L.P.
File 021-497485
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 31, 2023 D
Vista Public Strategies Onshore Fund, L.P.
File 021-496162
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 12, 2023 D
Vista Co-Invest Fund 2023-1, L.P.
File 021-494582
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 12, 2023 D
Vista Co-Invest Fund 2023-4, L.P.
File 021-494621
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Aug 1, 2023 D
VCSF Co-Invest 1-A, L.P.
File 021-488497
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jul 27, 2023 D
VEEF II Co-Invest 4-A, L.P.
File 021-488124
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jun 20, 2023 D
Vista Prosvasi 2023, L.P.
File 021-484668
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Apr 25, 2023 D
Vista Opportunistic Credit Fund IV, L.P.
File 021-479883
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 31, 2023 D
VEPF VIII Co-Invest 3-A, L.P.
File 021-477572
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 31, 2023 D
Allium II, L.P.
File 021-477649
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 7, 2023 D
Vista Co-Invest Fund 2022-4, L.P.
File 021-475119
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 31, 2023 D
VEPF VIII Co-Invest 2-A, L.P.
File 021-472307
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Dec 28, 2022 D
Vista Co-Invest Fund 2022-5, L.P.
File 021-468973
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 21, 2022 D
Jamf Holding Corp.
File 021-465495
$0$0$0None listed on this filingEDGAR ↗
Nov 17, 2022 D
VFF IV Co-Invest 6-A, L.P.
File 021-465192
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 16, 2022 D
Vista Co-Invest Fund 2022-2, L.P.
File 021-464929
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 18, 2022 D
VEPF VIII Co-Invest 1, L.P.
File 021-462031
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 17, 2022 D
VEPF VIII Co-Invest 1-A, L.P.
File 021-461961
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 28, 2022 D
Vista Capital Solutions Fund-A, L.P.
File 021-460036
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 28, 2022 D
Vista Capital Solutions Fund, L.P.
File 021-460035
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 28, 2022 D
Vista Co-Invest Fund 2022-3, L.P.
File 021-460039
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Aug 30, 2022 D
Vista Co-Invest Fund 2018-2, L.P.
File 021-457328
$0$0$0None listed on this filingEDGAR ↗
Jul 21, 2022 D
VFF IV Co-Invest 5-A, L.P.
File 021-453295
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jun 27, 2022 D
VCPF III Co-Invest 5-A, L.P.
File 021-450357
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 13, 2022 D
VEEF II Co-Invest 3-A, L.P.
File 021-445615
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 13, 2022 D
VFF IV Co-Invest 4-A, L.P.
File 021-445612
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Feb 24, 2022 D
VISTA EQUITY PARTNERS FUND VIII, L.P.
File 021-434930
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
J.P. MORGAN SECURITIES LLC BrokerCheck CRD 79 ↗
GOLDMAN SACHS & CO. LLC BrokerCheck CRD 361 ↗
414 ESTRUCTURACION, S.A. DE C.V. no CRD number reported
ALLEN, ALLEN & PARTNERS PTY LTD no CRD number reported
KOREA ASSET INVESTMENT SECURITIES no CRD number reported
NEUBERGER BERMAN EAST ASIA LIMITED BrokerCheck CRD 154286 ↗
COMPASS GROUP GLOBAL ADVISORS S.A. no CRD number reported
THRIVE ALTERNATIVES no CRD number reported
EDGAR ↗
Feb 24, 2022 D
VISTA EQUITY PARTNERS FUND VIII-A, L.P.
File 021-434931
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
J.P. MORGAN SECURITIES LLC BrokerCheck CRD 79 ↗
GOLDMAN SACHS & CO. LLC BrokerCheck CRD 361 ↗
414 ESTRUCTURACION, S.A. DE C.V. no CRD number reported
ALLEN, ALLEN & PARTNERS PTY LTD no CRD number reported
KOREA ASSET INVESTMENT SECURITIES no CRD number reported
NEUBERGER BERMAN EAST ASIA LIMITED no CRD number reported
COMPASS GROUP GLOBAL ADVISORS S.A. no CRD number reported
THRIVE ALTERNATIVES no CRD number reported
EDGAR ↗
Aug 4, 2020 D
Jamf Holding Corp.
File 021-372481
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 27, 2019 D
VISTA EQUITY ENDEAVOR FUND II-A, L.P.
File 021-342918
$0$0$0 (est.)
The general partner is entitled to carried interest. The management company is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jun 27, 2019 D
VISTA EQUITY ENDEAVOR FUND II, L.P.
File 021-342917
$0$0$0 (est.)
The general partner is entitled to carried interest. The management company is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 2, 2015 D
Poseidon Holding, LLC
File 021-246915
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 59

Every issuer that named David Breach on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

Pooled Investment Fund · group: Vista

VistaOne, L.P.

San Francisco, CA · Jul 14, 2025 → Oct 22, 2026 · 4 filings
  • Oct 22, 2026 · D/A · $1,671,296,471 sold of Indefinite · 4,192 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Sep 14, 2026 · D/A · $1,642,086,104 sold of Indefinite · 4,159 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 1, 2026 · D/A · $1,298,823,882 sold of Indefinite · 3,252 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 14, 2025 · D/A · $635,175,755 sold of Indefinite · 1,582 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1.67B from 4,192 investors as of the latest filing. David is listed as executive officer, director on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Logo
Pooled Investment Fund · group: Vista

VistaOne (TE), L.P.

San Francisco, CA · Mar 31, 2025 → Oct 22, 2026 · 4 filings
  • Oct 22, 2026 · D/A · $1,671,296,471 sold of Indefinite · 2,709 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 14, 2026 · D/A · $1,642,086,104 sold of Indefinite · 2,680 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 1, 2026 · D/A · $1,298,823,882 sold of Indefinite · 2,078 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 31, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.67B from 2,709 investors as of the latest filing. David is listed as executive officer on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Equity Partners Cloud Access SPV A, L.P.

San Francisco, CA · Sep 17, 2026
  • Sep 17, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Equity Partners Cloud Access SPV, L.P.

San Francisco, CA · Sep 17, 2026
  • Sep 17, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2026-1, L.P.

Austin, TX · Apr 2, 2026
  • Apr 2, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEPF VIII Co-Invest 8-A, LP.

Austin, TX · Feb 27, 2026 → Feb 27, 2026 · 2 filings
  • Feb 27, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Feb 27, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VFF V Co-Invest 4-A, L.P.

Austin, TX · Jan 29, 2026
  • Jan 29, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEEF III Co-Invest 3-A, L.P.

Austin, TX · Oct 1, 2025
  • Oct 1, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VFF V Co-Invest 3-A, L.P.

Austin, TX · Sep 8, 2025
  • Sep 8, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEPF VIII Co-Invest 7-A, L.P.

Austin, TX · Sep 8, 2025
  • Sep 8, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Equity Partners Hubble Feeder, L.P.

San Francisco, CA · Feb 13, 2025
  • Feb 13, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Equity Partners Hubble, L.P.

San Francisco, CA · Feb 13, 2025
  • Feb 13, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Equity Endeavor Fund III-B, SCSp

San Francisco, CA · Feb 13, 2025
  • Feb 13, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Equity Endeavor Fund III-A, L.P.

San Francisco, CA · Feb 13, 2025
  • Feb 13, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Equity Endeavor Fund III, L.P.

San Francisco, CA · Feb 13, 2025
  • Feb 13, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEPF VIII Co-Invest 6-A, L.P.

San Francisco, CA · Jan 31, 2025
  • Jan 31, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEEF III Co-Invest 2-A, L.P.

San Francisco, CA · Jan 3, 2025
  • Jan 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEEF III CO-INVEST 1-A, L.P.

San Francisco, CA · Dec 18, 2024
  • Dec 18, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VFF IV Co-Invest 4-C, L.P.

San Francisco, CA · Nov 22, 2024
  • Nov 22, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2024-2, L.P.

San Francisco, CA · Nov 15, 2024
  • Nov 15, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEPF VIII Co-Invest 5-A, L.P.

San Francisco, CA · Nov 14, 2024
  • Nov 14, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Credit Opportunities Fund II CV, L.P.

San Francisco, CA · Nov 12, 2024
  • Nov 12, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2024-1, L.P.

San Francisco, CA · Nov 12, 2024
  • Nov 12, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Foundation Fund V, L.P.

San Francisco, CA · Nov 8, 2024
  • Nov 8, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Foundation Fund V-A, L.P.

San Francisco, CA · Nov 8, 2024
  • Nov 8, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VFF V Co-Invest 2-A, L.P.

San Francisco, CA · Aug 22, 2024
  • Aug 22, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VFF V Co-Invest 1-A, L.P.

San Francisco, CA · May 8, 2024
  • May 8, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEPF VIII Co-Invest 4-A, L.P.

San Francisco, CA · Jan 11, 2024
  • Jan 11, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VFF IV Co-Invest 7-A, L.P.

San Francisco, CA · Nov 16, 2023
  • Nov 16, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Public Strategies Onshore Fund, L.P.

San Francisco, CA · Oct 31, 2023
  • Oct 31, 2023 · D · $7,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $236.6M from 56 investors as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2023-4, L.P.

San Francisco, CA · Oct 12, 2023
  • Oct 12, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2023-1, L.P.

San Francisco, CA · Oct 12, 2023
  • Oct 12, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VCSF Co-Invest 1-A, L.P.

San Francisco, CA · Aug 1, 2023
  • Aug 1, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEEF II Co-Invest 4-A, L.P.

San Francisco, CA · Jul 27, 2023
  • Jul 27, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Prosvasi 2023, L.P.

San Francisco, CA · Jun 20, 2023
  • Jun 20, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Opportunistic Credit Fund IV, L.P.

San Francisco, CA · Apr 25, 2023
  • Apr 25, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Banking and Financial Services · group: Vista

Allium II, L.P.

San Francisco, CA · Mar 31, 2023
  • Mar 31, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEPF VIII Co-Invest 3-A, L.P.

San Francisco, CA · Mar 31, 2023
  • Mar 31, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2022-4, L.P.

San Francisco, CA · Mar 7, 2023
  • Mar 7, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEPF VIII Co-Invest 2-A, L.P.

San Francisco, CA · Jan 31, 2023
  • Jan 31, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2022-5, L.P.

San Francisco, CA · Dec 28, 2022
  • Dec 28, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Technology · group: Kirkland

Jamf Holding Corp.

Minneapolis, MN · Aug 4, 2020 → Nov 21, 2022 · 2 filings
  • Nov 21, 2022 · D · $19,188,657 sold of $19,200,000 · 26 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 4, 2020 · D · $2,232,880 sold of $2,232,880 · 17 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $561.2M from 26 investors (100% of the $19.2M target) as of the latest filing. David is listed as director on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(c) (805 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VFF IV Co-Invest 6-A, L.P.

San Francisco, CA · Nov 17, 2022
  • Nov 17, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2022-2, L.P.

San Francisco, CA · Nov 16, 2022
  • Nov 16, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEPF VIII Co-Invest 1, L.P.

San Francisco, CA · Oct 18, 2022
  • Oct 18, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEPF VIII Co-Invest 1-A, L.P.

San Francisco, CA · Oct 17, 2022
  • Oct 17, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2022-3, L.P.

San Francisco, CA · Sep 28, 2022
  • Sep 28, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Capital Solutions Fund-A, L.P.

San Francisco, CA · Sep 28, 2022
  • Sep 28, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Capital Solutions Fund, L.P.

San Francisco, CA · Sep 28, 2022
  • Sep 28, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2018-2, L.P.

San Francisco, CA · Aug 30, 2022
  • Aug 30, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VFF IV Co-Invest 5-A, L.P.

San Francisco, CA · Jul 21, 2022
  • Jul 21, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VCPF III Co-Invest 5-A, L.P.

San Francisco, CA · Jun 27, 2022
  • Jun 27, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VEEF II Co-Invest 3-A, L.P.

San Francisco, CA · May 13, 2022
  • May 13, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VFF IV Co-Invest 4-A, L.P.

San Francisco, CA · May 13, 2022
  • May 13, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VISTA EQUITY PARTNERS FUND VIII-A, L.P.

San Francisco, CA · Feb 24, 2022
  • Feb 24, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VISTA EQUITY PARTNERS FUND VIII, L.P.

San Francisco, CA · Feb 24, 2022
  • Feb 24, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VISTA EQUITY ENDEAVOR FUND II-A, L.P.

San Francisco, CA · Jun 27, 2019
  • Jun 27, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Vista

VISTA EQUITY ENDEAVOR FUND II, L.P.

San Francisco, CA · Jun 27, 2019
  • Jun 27, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other · group: Kirkland

Poseidon Holding, LLC

San Francisco, CA · Sep 2, 2015
  • Sep 2, 2015 · D · $435,268,817 sold of $435,268,817 · 7 investors · min. No minimum reported · role: Director (Mr. Breach is a manager of the Issuer.) EDGAR ↗

Raised $435.3M from 7 investors (100% of the $435.3M target) as of the latest filing. David is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around David 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

Management entity

F. VEP Group, LLC

Promoter, Executive Officer · 13 shared filings (13 issuers) · also on 26 other issuers

F. VEP Group, LLC is on 39 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

F. Vista Equity Partners Management, LLC

Promoter · 10 shared filings (10 issuers) · also on 13 other issuers

F. Vista Equity Partners Management, LLC is on 23 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

VistaOne GP, L.P.

Promoter · 8 shared filings (2 issuers)

Listed on the same filings as David Breach. Their page shows their other deals.

Management entity

VistaOne GP Management, LLC

Promoter · 8 shared filings (2 issuers)

Listed on the same filings as David Breach. Their page shows their other deals.

Management entity

F. Vista Credit Partners, L.P.

Promoter · 6 shared filings (6 issuers) · also on 8 other issuers

F. Vista Credit Partners, L.P. is on 14 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

VEP Group, LLC

Promoter · 2 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as David Breach. Their page shows their other deals.

Management entity

F. VEPF VIII GP, LLC

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as David Breach. Their page shows their other deals.

Management entity

F. VFF IV Co-Invest 4 GP, LLC

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as David Breach. Their page shows their other deals.

Management entity

F. VFF V GP, LLC

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as David Breach. Their page shows their other deals.

Management entity

F. VEPH GP, LLC

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as David Breach. Their page shows their other deals.

Management entity

F. VEEF III GP, LLC

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as David Breach. Their page shows their other deals.

Management entity

F. VEPF Cloud Access SPV GP, LLC

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as David Breach. Their page shows their other deals.

Management entity

F. VEEF III Co-Invest 3 GP, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as David Breach. Their page shows their other deals.

Management entity

F. VEEF II Co-Invest 3 GP, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as David Breach. Their page shows their other deals.

Management entity

F. VFF IV Co-Invest 5 GP, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as David Breach. Their page shows their other deals.

Management entity

VFF IV Co-Invest 6 GP, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as David Breach. Their page shows their other deals.

Management entity

VFF IV Co-Invest 6-A GP, L.P.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as David Breach. Their page shows their other deals.

The team behind the deals

Sponsor group

Vista

164 issuers · 206 filings · $23.26B reported sold · 2009–2026

One team, 164 deal companies. David Breach is listed on 57 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name David Breach.

Sponsor group

Kirkland

58 issuers · 73 filings · $59.29B reported sold · 2010–2025

One team, 58 deal companies. David Breach is listed on 2 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name David Breach.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 59 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to David Breach by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 59 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers David Breach is listed on: none on file. No website or social profile named in VistaOne, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search found nothing for this name on Oct 24, 2026. One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (San Francisco, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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