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ACCOLADE, INC. Forms 3, 4 and 5: Preferred Stock

ACCOLADE, INC. Forms 3, 4 and 5: Preferred Stock

Statements of beneficial ownership filed with the SEC by officers, directors and 10% owners: 120 rows in 2020. Transaction codes are the SEC's. Shares and prices are split-adjusted; the as-filed figure is underneath.

  • 2020-07-07: Reporting owner BRONFMAN EDGAR JR; Form 4; Security Series A-1 Preferred Stock; Transaction C Conversion of derivative security.
  • 2020-07-07: Reporting owner BRONFMAN EDGAR JR; Form 4; Security Series A-2 Preferred Stock; Transaction C Conversion of derivative security.
  • 2020-07-07: Reporting owner BRONFMAN EDGAR JR; Form 4; Security Series B Preferred Stock; Transaction C Conversion of derivative security.
  • 2020-07-07: Reporting owner BRONFMAN EDGAR JR; Form 4; Security Series C Preferred Stock; Transaction C Conversion of derivative security.
Transaction dateReporting ownerFormSecurityTransactionSharesPricePrice that dayFiling
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series A-1 Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
C Conversion of derivative security+45,598
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series A-2 Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
C Conversion of derivative security+32,575
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series B Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
C Conversion of derivative security+26,356
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series C Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
C Conversion of derivative security+5,146
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series A-1 Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
C Conversion of derivative security+378,186
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series A-2 Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
C Conversion of derivative security+306,871
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series B Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
C Conversion of derivative security+230,215
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series C Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
C Conversion of derivative security+45,061
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series A-1 Preferred Stock
Derivative · Indirect · By Accretive II Coinvestment, L.P.
C Conversion of derivative security+380,732
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series A-2 Preferred Stock
Derivative · Indirect · By Accretive II Coinvestment, L.P.
C Conversion of derivative security+271,999
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series B Preferred Stock
Derivative · Indirect · By Accretive II Coinvestment, L.P.
C Conversion of derivative security+220,059
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series C Preferred Stock
Derivative · Indirect · By Accretive II Coinvestment, L.P.
C Conversion of derivative security+42,970
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series A-1 Preferred Stock
Derivative · Indirect · By Accretive II, L.P.
C Conversion of derivative security+1,164,574
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series A-2 Preferred Stock
Derivative · Indirect · By Accretive II, L.P.
C Conversion of derivative security+831,986
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series B Preferred Stock
Derivative · Indirect · By Accretive II, L.P.
C Conversion of derivative security+673,113
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series C Preferred Stock
Derivative · Indirect · By Accretive II, L.P.
C Conversion of derivative security+131,436
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series A-1 Preferred Stock
Derivative · Indirect · By Accretive Investors SBIC, LP
C Conversion of derivative security+1,590,905
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series A-2 Preferred Stock
Derivative · Indirect · By Accretive Investors SBIC, LP
C Conversion of derivative security+1,136,563
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series B Preferred Stock
Derivative · Indirect · By Accretive Investors SBIC, LP
C Conversion of derivative security+919,528
0 owned after
$0.002020-07-08
2020-07-07BRONFMAN EDGAR JR
10% Owner
4Series C Preferred Stock
Derivative · Indirect · By Accretive Investors SBIC, LP
C Conversion of derivative security+179,553
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series A-1 Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
C Conversion of derivative security−45,598
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series A-2 Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
C Conversion of derivative security−32,575
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series B Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
C Conversion of derivative security−26,356
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series C Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
C Conversion of derivative security−5,146
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series A-1 Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
C Conversion of derivative security−378,186
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series A-2 Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
C Conversion of derivative security−306,871
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series B Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
C Conversion of derivative security−230,215
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series C Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
C Conversion of derivative security−45,061
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series A-1 Preferred Stock
Derivative · Indirect · By Accretive II Coinvestment, L.P.
C Conversion of derivative security−380,732
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series A-2 Preferred Stock
Derivative · Indirect · By Accretive II Coinvestment, L.P.
C Conversion of derivative security−271,999
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series B Preferred Stock
Derivative · Indirect · By Accretive II Coinvestment, L.P.
C Conversion of derivative security−220,059
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series C Preferred Stock
Derivative · Indirect · By Accretive II Coinvestment, L.P.
C Conversion of derivative security−42,970
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series A-1 Preferred Stock
Derivative · Indirect · By Accretive II, L.P.
C Conversion of derivative security−1,164,574
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series A-2 Preferred Stock
Derivative · Indirect · By Accretive II, L.P.
C Conversion of derivative security−831,986
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series B Preferred Stock
Derivative · Indirect · By Accretive II, L.P.
C Conversion of derivative security−673,113
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series C Preferred Stock
Derivative · Indirect · By Accretive II, L.P.
C Conversion of derivative security−131,436
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series A-1 Preferred Stock
Derivative · Indirect · By Accretive Investors SBIC, LP
C Conversion of derivative security−1,590,905
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series A-2 Preferred Stock
Derivative · Indirect · By Accretive Investors SBIC, LP
C Conversion of derivative security−1,136,563
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series B Preferred Stock
Derivative · Indirect · By Accretive Investors SBIC, LP
C Conversion of derivative security−919,528
0 owned after
$0.002020-07-08
2020-07-07CLINE J MICHAEL
Director, 10% Owner
4Series C Preferred Stock
Derivative · Indirect · By Accretive Investors SBIC, LP
C Conversion of derivative security−179,553
0 owned after
$0.002020-07-08
2020-07-07Andreessen Horowitz Fund IV, L.P. | Andreessen Horowitz Fund IV-Q, L.P. | HOROWITZ BENJAMIN A | Andreessen Marc L | Andreessen Horowitz Fund IV-A, L.P. | Andreessen Horowitz Fund IV-B, L.P.
10% Owner | 10% Owner | 10% Owner | 10% Owner | 10% Owner | 10% Owner
4Series E Preferred Stock
Derivative · Indirect · By Andreessen Horowitz Fund IV, L.P.
C Conversion of derivative security−695,764
0 owned after
$0.002020-07-08
2020-07-07AH Parallel Fund IV-B, L.P. | AH Parallel Fund IV-A, L.P. | AH Parallel Fund IV-Q, L.P. | AH Equity Partners IV, L.L.C. | AH Equity Partners IV (Parallel), L.L.C. | AH Parallel Fund IV, L.P.
10% Owner | 10% Owner | 10% Owner | 10% Owner | 10% Owner | 10% Owner
4Series E Preferred Stock
Derivative · Indirect · By AH Parallel Fund IV, L.P.
C Conversion of derivative security−1,609,159
0 owned after
$0.002020-07-08
2020-07-07Carrick Capital Partners II Co-Investment Fund II, L.P. | MCMORRIS MARC F
Other (Former 10% Owner) | Other (Former 10% Owner)
4Series D Preferred Stock
Derivative · Indirect · See Footnote
C Conversion of derivative security−1,424,360
0 owned after
no price filed2020-07-08
2020-07-07Carrick Capital Partners II Co-Investment Fund II, L.P. | MCMORRIS MARC F
Other (Former 10% Owner) | Other (Former 10% Owner)
4Series E Preferred Stock
Derivative · Indirect · See Footnote
C Conversion of derivative security−419,076
0 owned after
no price filed2020-07-08
2020-07-07Madden James C.
Director
4Series B Preferred Stock
Derivative · Indirect · By James C. Madden V. Living Trust
C Conversion of derivative security−12,946
0 owned after
no price filed2020-07-08
2020-07-07Madden James C.
Director
4Series C Preferred Stock
Derivative · Indirect · By James C. Madden V. Living Trust
C Conversion of derivative security−4,784
0 owned after
no price filed2020-07-08
2020-07-07Madden James C.
Director
4Series D Preferred Stock
Derivative · Indirect · See Footnote
C Conversion of derivative security−1,424,360
0 owned after
no price filed2020-07-08
2020-07-07Madden James C.
Director
4Series E Preferred Stock
Derivative · Indirect · See Footnote
C Conversion of derivative security−419,076
0 owned after
no price filed2020-07-08
2020-07-07NEFF THOMAS J
Director
4Series B Preferred Stock
Derivative · Direct
C Conversion of derivative security−5,270
0 owned after
$0.002020-07-08
2020-07-07NEFF THOMAS J
Director
4Series C Preferred Stock
Derivative · Direct
C Conversion of derivative security−4,235
0 owned after
$0.002020-07-08
2020-07-07NEFF THOMAS J
Director
4Series D Preferred Stock
Derivative · Direct
C Conversion of derivative security−1,698
0 owned after
$0.002020-07-08
2020-07-07JORDAN JEFFREY D
Director
4Series E Preferred Stock
Derivative · Indirect · By AH Parallel Fund IV, L.P.
C Conversion of derivative security−1,609,159
0 owned after
$0.002020-07-08
2020-07-07JORDAN JEFFREY D
Director
4Series E Preferred Stock
Derivative · Indirect · By Andreessen Horowitz Fund IV, L.P.
C Conversion of derivative security−695,764
0 owned after
$0.002020-07-08
2020-07-07Frist William H.
Director
4Series C Preferred Stock
Derivative · Direct
C Conversion of derivative security−3,388
0 owned after
$0.002020-07-08
2020-07-07Frist William H.
Director
4Series D Preferred Stock
Derivative · Direct
C Conversion of derivative security−1,382
0 owned after
$0.002020-07-08
2020-07-07Cavanaugh Robert N
Officer (President)
4Series E Preferred Stock
Derivative · Direct
C Conversion of derivative security−41,907
0 owned after
$0.002020-07-08
2020-07-07HILTON MICHAEL W
Officer (Chief Product Officer)
4Series E Preferred Stock
Derivative · Indirect · (m)
C Conversion of derivative security−83,815
0 owned after
$0.002020-07-08
2020-07-07HILTON MICHAEL W
Officer (Chief Product Officer)
4Series E Preferred Stock
Derivative · Direct · (m)
C Conversion of derivative security−41,907
0 owned after
$0.002020-07-08
2020-07-07Barnes Stephen H.
Officer (Chief Financial Officer)
4Series E Preferred Stock
Derivative · Direct
C Conversion of derivative security−10,476
0 owned after
$0.002020-07-08
2020-07-07SINGH RAJEEV
Director, Officer (Chief Executive Officer)
4Series E Preferred Stock
Derivative · Indirect · By Avanti Holdings, LLC
C Conversion of derivative security−297,544
0 owned after
$0.002020-07-08
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series A-1 Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series A-2 Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series B Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series C Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series A-1 Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series A-2 Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series B Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series C Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series A-1 Preferred Stock
Derivative · Indirect · By Accretive II Coinvestment, L.P.
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series A-2 Preferred Stock
Derivative · Indirect · By Accretive II Coinvestment, L.P.
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series B Preferred Stock
Derivative · Indirect · By Accretive II Coinvestment, L.P.
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series C Preferred Stock
Derivative · Indirect · By Accretive II Coinvestment, L.P.
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series A-1 Preferred Stock
Derivative · Indirect · By Accretive II, L.P.
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series A-2 Preferred Stock
Derivative · Indirect · By Accretive II, L.P.
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series B Preferred Stock
Derivative · Indirect · By Accretive II, L.P.
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series C Preferred Stock
Derivative · Indirect · By Accretive II, L.P.
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series A-1 Preferred Stock
Derivative · Indirect · By Accretive Investors SBIC, LP
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series A-2 Preferred Stock
Derivative · Indirect · By Accretive Investors SBIC, LP
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series B Preferred Stock
Derivative · Indirect · By Accretive Investors SBIC, LP
Holdingno price filed2020-07-02
2020-07-02
holding as of filing
BRONFMAN EDGAR JR
10% Owner
3Series C Preferred Stock
Derivative · Indirect · By Accretive Investors SBIC, LP
Holdingno price filed2020-07-02
2020-07-01
holding as of filing
HOROWITZ BENJAMIN A | Andreessen Marc L
10% Owner | 10% Owner
3Series E Preferred Stock
Derivative · Indirect · By Andreessen Horowitz Fund IV, L.P.
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
Carrick Capital Partners II Co-Investment Fund II, L.P. | MCMORRIS MARC F
10% Owner | 10% Owner
3Series D Preferred Stock
Derivative · Indirect · See Footnote
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
Carrick Capital Partners II Co-Investment Fund II, L.P. | MCMORRIS MARC F
10% Owner | 10% Owner
3Series E Preferred Stock
Derivative · Indirect · See Footnote
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
Madden James C.
Director, 10% Owner
3Series B Preferred Stock
Derivative · Indirect · By James C. Madden V. Living Trust
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
Madden James C.
Director, 10% Owner
3Series C Preferred Stock
Derivative · Indirect · By James C. Madden V. Living Trust
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
Madden James C.
Director, 10% Owner
3Series D Preferred Stock
Derivative · Indirect · See Footnote
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
Madden James C.
Director, 10% Owner
3Series E Preferred Stock
Derivative · Indirect · See Footnote
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
AH Parallel Fund IV-B, L.P. | AH Parallel Fund IV-A, L.P. | AH Equity Partners IV (Parallel), L.L.C. | AH Parallel Fund IV-Q, L.P. | AH Parallel Fund IV, L.P. | AH Equity Partners IV, L.L.C.
10% Owner | 10% Owner | 10% Owner | 10% Owner | 10% Owner | 10% Owner
3Series E Preferred Stock
Derivative · Indirect · By AH Parallel Fund IV, L.P.
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
JORDAN JEFFREY D
Director
3Series E Preferred Stock
Derivative · Indirect · By AH Parallel Fund IV, L.P.
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
JORDAN JEFFREY D
Director
3Series E Preferred Stock
Derivative · Indirect · By Andreessen Horowitz Fund IV, L.P.
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
Frist William H.
Director
3Series C Preferred Stock
Derivative · Direct
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
Frist William H.
Director
3Series D Preferred Stock
Derivative · Direct
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
CLINE J MICHAEL
Director, 10% Owner
3Series A-1 Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
CLINE J MICHAEL
Director, 10% Owner
3Series A-2 Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
CLINE J MICHAEL
Director, 10% Owner
3Series B Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
CLINE J MICHAEL
Director, 10% Owner
3Series C Preferred Stock
Derivative · Indirect · By Accretive Care Holding Partnership
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
CLINE J MICHAEL
Director, 10% Owner
3Series A-1 Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
CLINE J MICHAEL
Director, 10% Owner
3Series A-2 Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
CLINE J MICHAEL
Director, 10% Owner
3Series B Preferred Stock
Derivative · Indirect · By Accretive Coinvestment Partners, LLC
Holdingno price filed2020-07-01
2020-07-01
holding as of filing
CLINE J MICHAEL
Director, 10% Owner
3Series C Preferred Stock
Derivative · Indirect · B Accretive Coinvestment Partners, LLC
Holdingno price filed2020-07-01