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Filing ID: 2642747

PDF: https://cal-access.sos.ca.gov/PDFGen/pdfgen.prg?filingid=2642747&amendid=2

Table: cvr_lobby_disclosure
filing_id   2642747   2642747   2642747
amend_id   1   0   2
rec_type   CVR   CVR   CVR
form_type   F615   F615   F615
sender_id   1389142   1389142   1389142
filer_id   1389142   1389142   1389142
entity_cd   FRM   FRM   FRM
filer_naml   SCHILLER   SCHILLER   SCHILLER
filer_namf   DAVID H.   DAVID H.   DAVID H.
filer_namt   None   None   None
filer_nams   None   None   None
report_num   001   000   002
rpt_date   2022-01-31 00:00:00   2022-01-31 00:00:00   2022-11-09 00:00:00
from_date   2021-10-01 00:00:00   2021-10-01 00:00:00   2021-10-01 00:00:00
thru_date   2021-12-31 00:00:00   2021-12-31 00:00:00   2021-12-31 00:00:00
cum_beg_dt   None   None   None
firm_id   1389142   1389142   1389142
firm_name   Summit Partners, L.P.   Summit Partners, L.P.   Summit Partners, L.P. and its affiliate, Summit Partners Credit Advisors, L.P.
firm_city   BOSTON   BOSTON   BOSTON
firm_st   MA   MA   MA
firm_zip4   02116   02116   02116
firm_phon   6178241000   6178241000   6178241000
mail_city   None   None   None
mail_st   None   None   None
mail_zip4   None   None   None
mail_phon   None   None   None
sig_date   2022-01-31 00:00:00   2022-01-31 00:00:00   2022-11-07 00:00:00
sig_loc   Boston   Boston   Boston, MA
sig_naml   Schiller   Schiller   Schiller
sig_namf   David   David   David
sig_namt   None   None   None
sig_nams   None   None   None
prn_naml   Schiller   Schiller   Schiller
prn_namf   David   David   David
prn_namt   None   None   None
prn_nams   None   None   None
sig_title   Chief Investor Relations Officer   Chief Investor Relations Officer   Managing Director
nopart1_cb   None   None   None
nopart2_cb   X   X   X
part1_1_cb   None   None   None
part1_2_cb   None   None   None
ctrib_n_cb   None   None   None
ctrib_y_cb   None   None   None
lby_actvty   None   None   None
lobby_n_cb   None   None   None
lobby_y_cb   None   None   None
major_naml   None   None   None
major_namf   None   None   None
major_namt   None   None   None
major_nams   None   None   None
rcpcmte_nm   None   None   None
rcpcmte_id   None   None   None
Table: f690p2
filing_id   2642747   2642747
amend_id   1   2
line_item   1   1
rec_type   F690   F690
form_type   F615   F615
exec_date   2022-01-31 00:00:00   2022-01-31 00:00:00
from_date   2021-10-01 00:00:00   2021-10-01 00:00:00
thru_date   2021-12-31 00:00:00   2021-12-31 00:00:00
chg_parts   PART I - ACTIVITY EXPENSES   None
chg_sects   None   None
amend_txt1   Update 'Total Amount Of Activity' to represent the total cost of the activity expense. Original submission only represented the cost of the activity expense attributable to the CalSTRS officials.   The Lobbyist Employer name has been updated and the state of execution has been added.
Table: filer_filings
filer_id   1389142   1389142   1389142
filing_id   2642747   2642747   2642747
period_id   248   248   248
form_id   F615   F615   F615
filing_sequence   0   1   2
filing_date   2022-01-31 00:00:00   2022-01-31 00:00:00   2022-11-09 00:00:00
stmnt_type   10001   10002   10002
stmnt_status   11001   11001   11003
session_id   2021   2021   2021
user_id   GTAYLOR   GTAYLOR   CAFILER
special_audit   11003   11003   11003
fine_audit   11001   11001   11003
rpt_start   2021-10-01 00:00:00   2021-10-01 00:00:00   2021-10-01 00:00:00
rpt_end   2021-12-31 00:00:00   2021-12-31 00:00:00   2021-12-31 00:00:00
rpt_date   None   None   None
filing_type   22006   22006   22006
Table: filings
filing_id   2642747
filing_type   22001
Table: hdr
filing_id   2642747   2642747   2642747
amend_id   0   1   2
rec_type   HDR   HDR   HDR
ef_type   CAL   CAL   CAL
state_cd   CA   CA   CA
cal_ver   2.01   2.01   2.01
soft_name   CAL-ACCESS OBJECT MODEL   CAL-ACCESS OBJECT MODEL   CAL-ACCESS OBJECT MODEL
soft_ver   1.00   1.00   1.00
hdrcomment   None   None   None
Table: lexp
filing_id   2642747   2642747   2642747   2642747   2642747   2642747   2642747   2642747   2642747
amend_id   2   2   2   0   0   0   1   1   1
line_item   1   2   3   1   2   3   1   2   3
rec_type   LEXP   LEXP   LEXP   LEXP   LEXP   LEXP   LEXP   LEXP   LEXP
form_type   F615P1   F615P1   F615P1   F615P1   F615P1   F615P1   F615P1   F615P1   F615P1
tran_id   1   1~1   1~2   1   1~1   1~2   1   1~1   1~2
recsubtype   1   2   2   1   2   2   1   2   2
entity_cd   OTH   OTH   OTH   OTH   OTH   OTH   OTH   OTH   OTH
payee_naml   American Express - Fairmont Copley Plaza   American Express - Fairmont Copley Plaza   American Express - Fairmont Copley Plaza   American Express - Fairmont Copley Plaza   American Express - Fairmont Copley Plaza   American Express - Fairmont Copley Plaza   American Express - Fairmont Copley Plaza   American Express - Fairmont Copley Plaza   American Express - Fairmont Copley Plaza
payee_namf   None   None   None   None   None   None   None   None   None
payee_namt   None   None   None   None   None   None   None   None   None
payee_nams   None   None   None   None   None   None   None   None   None
payee_city   Boston   Boston   Boston   Boston   Boston   Boston   Boston   Boston   Boston
payee_st   MA   MA   MA   MA   MA   MA   MA   MA   MA
payee_zip4   02116   02116   02116   02116   02116   02116   02116   02116   02116
credcardco   None   None   None   None   None   None   None   None   None
bene_name   Rob Ross   Scott Chan   Josh Ungar   Rob Ross   Scott Chan   Josh Ungar   Rob Ross   Scott Chan   Josh Ungar
bene_posit   Portfolio Manager   Deputy Chief Investment Officer   Associate Portfolio Manager   Portfolio Manager   Deputy Chief Investment Officer   Associate Portfolio Manager   Portfolio Manager   Deputy Chief Investment Officer   Associate Portfolio Manager
bene_amt   10   10   10   10   10   10   10   10   10
expn_dscr   Coffee   Coffee   Coffee   Coffee & General Catch Up Meeting   Coffee & General Catch Up Meeting   Coffee & General Catch Up Meeting   Coffee   Coffee   Coffee
expn_date   2021-10-25 00:00:00   None   None   2021-10-25 00:00:00   None   None   2021-10-25 00:00:00   None   None
amount   49   None   None   29   None   None   49   None   None
memo_code   None   None   None   None   None   None   None   None   None
memo_refno   None   None   None   None   None   None   None   None   None
bakref_tid   None   None   None   None   None   None   None   None   None