US Activist Hedge Fund Institutional SEC 13D 13G — June 29, 2026

29-06-2026

SilverCape Investments Ltd, a 12.07% shareholder of PetMed Express (PETS), filed an amended Schedule 13D on June 29, 2026, disclosing a revised non-binding proposal to take the company private at $3.00 per share in cash, a ~70% premium to the $1.76 closing price on June 26, 2026. The filing criticizes the Board for failing to engage on an earlier $4.00 proposal and highlights the company's deteriorating financial condition, including a going concern warning in its 10-K. However, the proposal is non-binding, subject to due diligence and a definitive agreement, and there is no certainty it will be consummated.

• · SilverCape's original proposal in December 2025 was $4.00 per share; the revised proposal is $3.00 per share, a 25% reduction.
• · The filing states PetMed's most recent 10-K raised 'substantial doubt as to our ability to continue as a going concern.'
• · SilverCape criticizes the Board for not engaging on the original proposal and for presiding over 'stunning destruction of stockholder value.'
• · The proposal is non-binding and subject to further due diligence, execution of a definitive agreement, and waiver of any shareholder rights plan.
• · SilverCape reserves the right to modify or withdraw the proposal at any time.

29-06-2026

ARCH Venture entities have filed a Schedule 13D disclosing 16.2% beneficial ownership of Kardigan, Inc., representing 15,042,035 shares of common stock plus warrants for another 876,040 shares (not yet exercisable). The group invested a total of approximately $195 million across multiple Series A, Series B, and Series B-1 preferred stock rounds from June 2024 through June 2026, most recently purchasing 1.25 million common shares at $16.00 in the IPO. However, the filed data shows that no shares were sold by the Reporting Persons in the last 60 days, and the beneficial interest is locked up for 180 days from June 17, 2026.

• · ARCH entities invested through six separate preferred stock purchases from June 2024 to September 2025, all converted to common stock at the IPO.
• · The 876,040 warrants are exercisable only when Kardigan's market valuation reaches $5.0 billion; they expire September 4, 2035.
• · Paul Berns holds 20,706 RSUs (none vesting within 60 days) and options for 113,513 shares, of which 53,483 are exercisable within 60 days.
• · The Lock-Up Agreement restricts sales of shares by the Reporting Persons until December 14, 2026 (180 days after June 17, 2026) unless waived by the lead underwriters.
• · Registration rights under the Investor Rights Agreement terminate on the earlier of a liquidation event, when the holder falls below 1% ownership and can sell under Rule 144 without volume limits, or three years after the IPO.

29-06-2026

Ng Chen Lok, CEO, Chairman, and Director of Sagtec Global Ltd, filed a Schedule 13D/A disclosing an increase in his beneficial ownership to 8,452,600 Class A Ordinary Shares, representing 41.13% of the outstanding shares. The increase was driven by a private subscription of 1,500,000 shares at $1.04 per share for $1,560,000 on June 17, 2026, and an award of 415,000 shares as supplemental equity compensation on May 15, 2026. No prior period comparison is available, but the filing highlights significant insider confidence through a substantial cash investment.

• · Ng Chen Lok has sole voting and dispositive power over all 8,452,600 shares.
• · The private subscription price of $1.04 per share was determined with reference to the market price on June 17, 2026.
• · The 415,000 supplemental equity compensation shares were awarded for continued service during the 2026 financial year.

29-06-2026

Situational Awareness LP and related entities filed a Schedule 13G reporting beneficial ownership of 5,404,540 shares of SharonAI Holdings Inc. Class A Ordinary Common Stock, representing 19.9% of the outstanding shares. This stake consists of 1,696,127 common shares and warrants to purchase 6,374,823 shares, subject to a 19.99% beneficial ownership limitation. The filing is made under Rule 13d-1(c) by entities controlled by Leopold Aschenbrenner and including Carl Shulman as co-portfolio manager, and the reporting persons certify the securities were not acquired with the purpose of changing or influencing control of the issuer.

• · The beneficial ownership is held indirectly through multiple entities: Situational Awareness LP (Adviser), SAF AI GP LP (General Partner), Situational Awareness LLC, Situational Awareness Partners LP (Fund), as well as individuals Leopold Aschenbrenner and Carl Shulman.
• · Each reporting person disclaims beneficial ownership except for their pecuniary interest and disclaims membership in a group.
• · The filing certifies that the securities were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
• · A joint filing agreement was executed on October 14, 2025, among the reporting persons.

29-06-2026

Opaleye Management Inc., Opaleye, L.P., and James Silverman filed a Schedule 13G/A with the SEC on June 29, 2026, disclosing a 13.30% beneficial ownership stake in Alpha Cognition Inc. (ACOG) as of June 26, 2026. The filing indicates Opaleye Management Inc. holds 2,895,107 shares, while Opaleye, L.P. holds 2,805,107 shares, with James Silverman as the controlling person. The filing is an amendment to a previous Schedule 13G, reflecting a significant ownership position in the company.

• · The filing is an amendment to Schedule 13G, filed under Rule 13d-1(c).
• · Opaleye, L.P. holds 2,805,107 shares (12.88% ownership), while Opaleye Management Inc. and James Silverman each hold 2,895,107 shares (13.30% ownership).
• · The shares include those held in a managed account over which the Adviser has shared voting and dispositive power.
• · The filing is based on 21,774,104 shares outstanding as of the company's Form 10-Q filed on May 14, 2026.
• · The Reporting Persons certify that the securities were not acquired for the purpose of changing or influencing control of the issuer.

29-06-2026

GAMCO Investors, Inc. et al. filed a Schedule 13D/A disclosing aggregate beneficial ownership of 829,200 shares (4.03%) of Crimson Wine Group, Ltd as of June 26, 2026. The filing notes that the Reporting Persons ceased to be 5% beneficial owners on March 18, 2021, and recent transactions show net selling activity across Gabelli Funds and Teton Advisors in the past sixty days.

• · The Reporting Persons ceased to be beneficial owners of 5% or more of the Issuer's common stock on March 18, 2021.
• · Gabelli Funds, LLC sold 9,100 shares on June 26, 2026 at $4.2055 per share, and 5,300 shares on June 25, 2026 at $4.1494 per share.
• · Teton Advisors, LLC sold 1,000 shares on June 16, 2026 at $4.3200 per share, and 1,000 shares on June 9, 2026 at $4.4000 per share.
• · The filing is made under Section 13d-1 of the Exchange Act to ensure compliance with reporting obligations when communicating with management.

29-06-2026

Activant Ventures entities, led by Steven Sarracino, filed Amendment No. 4 to their Schedule 13D for Better Home & Finance Holding Co, reporting a decrease in aggregate beneficial ownership from 9.0% to 8.5% due to an increase in total shares outstanding to 13,086,244. The filing also discloses open-market sales of 8,150 shares at $27.64 per share on June 22, 2026, representing a partial reduction in their position.

• · The filing is Amendment No. 4 to the original Schedule 13D filed on September 1, 2023.
• · The decrease in beneficial ownership percentages is attributed to an increase in total shares outstanding to 13,086,244 as of May 1, 2026, not solely to share sales.
• · All reported sales occurred on June 22, 2026, at a uniform price of $27.64 per share.
• · No other transactions in Shares were reported by the Reporting Persons since the filing of Amendment No. 3.

29-06-2026

Inspired Capital Partners I, L.P. and related entities filed a Schedule 13G disclosing beneficial ownership of 4,585,000 shares of Teamshares Inc. (formerly Live Oak Acquisition Corp. V) common stock, representing 6.4% of outstanding shares as of June 18, 2026. The filing is a passive investment under Rule 13d-1(c), with Alexa von Tobel having voting and dispositive power over all reported shares.

• · The filing is a Schedule 13G (passive investment), not 13D (activist).
• · Inspired Capital Partners I, L.P. holds 2,621,470 shares (3.6%), Inspired Capital Partners TMS2, L.P. holds 1,484,996 shares (2.1%), and Inspired Capital TMS, L.P. holds 478,534 shares (0.7%).
• · Alexa von Tobel is the managing member of the general partners and has voting and dispositive power over all shares.
• · The issuer changed its name from Live Oak Acquisition Corp. V to Teamshares Inc. on December 16, 2024.

29-06-2026

Grande Holding Ltd filed an amended Schedule 13D disclosing that Yujie Chen resigned as director of Grande Holding Limited on June 17, 2026, and is no longer a beneficial owner of the 15,194,000 Class A Ordinary Shares (76.33% of the issuer). Tianhang Zhao acquired 10 shares of Grande Holding Limited for $1.1 million and became its sole director, sharing voting and dispositive power over the issuer's shares with Tak Kai Raymond Tam. The filing reflects a change in control structure but no change in the aggregate ownership of Grande Holding Limited.

• · Yujie Chen resigned as director of Grande Holding Limited effective June 17, 2026, and no longer shares voting or dispositive power over the issuer's shares.
• · Tianhang Zhao acquired 10 newly issued shares of Grande Holding Limited for $1.1 million on June 17, 2026, and was appointed sole director.
• · Grande Holding Limited holds 15,194,000 Class A Ordinary Shares, representing 76.33% of the issuer's outstanding shares.
• · Tak Kai Raymond Tam and Tianhang Zhao now share voting and dispositive power over the 15,194,000 shares held by Grande Holding Limited.
• · Yujie Chen indirectly owns 22.73% of Grande Holding Limited through Ocean Empire Group Limited but no longer has control over the issuer's shares.

29-06-2026

JANA Partners Management, LP disclosed a 6.3% beneficial ownership stake in Alkami Technology, Inc. (ALKT) via a Schedule 13D filing on June 29, 2026. JANA acquired 6,747,707 shares at an aggregate cost of approximately $138 million and intends to engage with the board and management on exploring a sale, corporate governance, and board leadership. The filing also reveals that JANA holds derivative exposure through cash-settled swaps on an additional 4,195,027 shares (3.9% economic exposure), indicating a significant activist position.

• · JANA sold 92,000 shares in early May 2026 at prices between $17.34 and $17.84, then accumulated 1,408,319 shares from June 22-26, 2026 at prices ranging from $14.28 to $16.46.
• · The cash-settled swaps have expiration dates ranging from October 16, 2028 to April 15, 2030.
• · JANA's beneficial ownership is based on 107,019,174 shares outstanding as of March 31, 2026.
• · JANA has sole voting and dispositive power over all 6,747,707 shares reported.

29-06-2026

Millennium Management LLC, along with Millennium Group Management LLC and Israel A. Englander, filed a Schedule 13G disclosing a 3.6% beneficial ownership stake in BellRing Brands, Inc. as of June 23, 2026. The filing indicates that the reporting persons previously held more than 5% of the outstanding common stock but have since reduced their holdings below that threshold, ceasing to be 5% beneficial owners by the filing date.

• · The reporting persons acquired beneficial ownership of more than 5% of the outstanding common stock on June 23, 2026, but subsequently reduced their holdings to below 5% by the date of this filing.
• · The securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers that may be controlled by Millennium Group Management LLC and Mr. Englander.
• · The filing is made pursuant to Rule 13d-1(c), indicating the reporting persons are passive investors not seeking to change or influence control of the issuer.
• · A Joint Filing Agreement dated June 26, 2026, was executed among the reporting persons.

29-06-2026

Jeal Intec, S.L. and its control person Jesus Alonso Villaron filed an amended Schedule 13G with the SEC on June 29, 2026, reporting a 0.0% beneficial ownership stake in ProPetro Holding Corp. as of December 31, 2025. The filing indicates that the reporting persons no longer hold any shares of ProPetro common stock, down from a prior position, and certify that the securities were not acquired to change or influence control of the issuer.

• · The filing is an amendment (SC 13G/A) to a prior Schedule 13G.
• · The reporting persons hold 0 shares of common stock (par value $0.001 per share).
• · The filing was made pursuant to Rule 13d-1(c).
• · Jesus Alonso Villaron has sole investment and dispositive power over shares held by Jeal Intec, S.L.
• · The reporting persons certify that the securities were not acquired to change or influence control of the issuer.

29-06-2026

Minerva Advisors LLC and related entities filed a Schedule 13G/A disclosing a 5.2% beneficial ownership stake in Kewaunee Scientific Corp as of June 24, 2026. The filing shows Minerva Advisors LLC beneficially owns 149,410 shares, while Minerva Group LP holds 103,167 shares (3.6%). The filing is a passive investment, not intended to influence control.

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(c), indicating passive investment intent.
• · David P. Cohen is deemed beneficial owner of both the 103,167 shares held by Minerva Group LP and the 46,243 additional shares held by Minerva Advisors LLC, totaling 149,410 shares (5.2%).
• · The total outstanding shares used for percentage calculation is 2,870,410, sourced from the issuer's Annual Report on Form 10-K for the period ended April 30, 2026.

29-06-2026

Al Shams Investments LTD and Wafic Rida Said disclosed a 9.55% beneficial ownership stake in Braemar Hotels & Resorts Inc. (BHR-PD) as of June 25, 2026, holding 6,513,000 shares. On June 26, 2026, the reporting persons filed a Verified Petition under Texas Rule of Civil Procedure 202 to investigate potential wrongdoing at the issuer, including events previously criticized by them, indicating escalated shareholder activism.

• · The Scheduled 13D/A was filed on June 29, 2026, reflecting a change in ownership as of June 25, 2026.
• · The filing is an amendment (13D/A), not an initial filing, indicating prior filings.
• · Al Shams Investments LTD is incorporated in Bermuda (Y7); Wafic Rida Said is a citizen of Switzerland (Z4).
• · The verified petition was filed in the District Court of Dallas County, Texas.
• · Both reporting persons share the same business address in Pembroke, Bermuda.

29-06-2026

Monarch Alternative Capital LP filed an amended Schedule 13D for Capstone Energy+, Inc. (formerly Capstone Green Energy Holdings, Inc.) on June 29, 2026, reporting a decrease in its beneficial ownership percentage from the initial filing due solely to an increase in the issuer's outstanding common shares. Monarch's ownership position remains unchanged at 3,333,334 common shares and 16,000,000 shares issuable upon conversion of Series A Preferred Stock, but its percentage dropped to 40.1% based on 32,230,733 shares outstanding as of June 18, 2026.

• · The filing is an amendment triggered solely by an increase in the issuer's outstanding shares, not by any change in Monarch's holdings.
• · Monarch has not effected any transactions in the common stock during the past 60 days.
• · The beneficial ownership calculation includes 16,000,000 shares issuable upon conversion of Series A Preferred Stock at the initial conversion price.
• · The issuer's common stock outstanding increased to 32,230,733 shares as of June 18, 2026, as reported in the Annual Report on Form 10-K filed June 25, 2026.

29-06-2026

BVF Partners L.P. and affiliated entities filed an amended Schedule 13D/A with the SEC on June 29, 2026, reflecting changes in their aggregate beneficial ownership in MoonLake Immunotherapeutics due to an increase in the company’s outstanding shares following a public offering. The group collectively owns 16,001,284 shares (19.7% of the outstanding shares), while Mark Lampert and BVF Inc. are deemed to beneficially own the same amount. Additionally, director Spike Loy was granted options to purchase 22,195 shares at $19.19 per share, vesting by June 2027.

• · No transactions in MoonLake securities were entered into by any reporting person during the past 60 days, except for the option grant to Spike Loy on June 17, 2026.
• · Spike Loy's options vest fully on the earlier of June 17, 2027 or the date of the next annual general meeting, and expire on June 17, 2036.
• · The filing was triggered solely by a change in the percentage of outstanding shares due to an increase in total shares outstanding from the issuer's offering (Prospectus Supplement filed June 24, 2026), not by any purchase or sale by the reporting persons.

29-06-2026

Saba Capital Management, L.P., along with related entities, filed an amended Schedule 13D/A disclosing beneficial ownership of 1,751,470 common shares (7.3%) of General American Investors Co Inc as of June 25, 2026. The filing details recent open-market sales of shares totaling approximately 88,123 shares between May 1 and June 25, 2026, at prices ranging from $63.68 to $64.94 per share. The total cost to acquire the reported shares was approximately $92.5 million.

• · The filing is Amendment No. 4 to the initial Schedule 13D, amending Items 3, 5, and 7.
• · Saba Capital Management, L.P. is organized as a Delaware limited partnership; Saba Capital Management GP, LLC is a Delaware limited liability company; Boaz R. Weinstein is a U.S. citizen.
• · The Reporting Persons have not been convicted in any criminal proceeding or been party to any relevant civil proceeding in the last five years.
• · Funds for share purchases came from investor subscriptions, capital appreciation, and margin borrowings; shares in margin accounts are pledged as collateral.
• · Recent transactions (within 60 days prior to June 25, 2026) were all sales, totaling 88,123 shares, with no purchases reported.
• · The largest single sale was 26,500 shares on May 1, 2026, at $64.18 per share.

29-06-2026

Saba Capital Management, L.P. and related parties filed an amended Schedule 13D/A with the SEC on June 29, 2026, disclosing a 6.66% beneficial ownership stake in NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI), representing 3,465,327 common shares. The filing details a series of open-market sales of MEGI shares by Saba Capital from May 6 to June 25, 2026, totaling approximately 546,000 shares sold at prices ranging from $14.93 to $15.42, indicating a reduction in their position during the period.

• · Saba Capital sold approximately 546,000 MEGI shares between May 6 and June 25, 2026, with the largest single-day sale of 61,009 shares on June 25 at $15.19.
• · The filing is Amendment No. 8 to the original Schedule 13D, indicating ongoing active management of the position.
• · Shares were acquired using subscription proceeds, capital appreciation, and margin account borrowings; margin accounts may have pledged the shares as collateral.

29-06-2026

Atlas Investissement SAS, the controlling shareholder of Millicom International Cellular SA, increased its maximum available financing by approximately $360.8 million through amended equity derivative agreements with six financial institutions, signaling further consolidation. The financing is earmarked for unwinding prior transactions, settling market purchases of common shares, and paying costs, but does not increase its current beneficial ownership of 76,982,244 shares (49.5%). The additional financing does not immediately alter Atlas's ownership percentage, which remains flat at 49.5%.

• · Atlas Investissement entered into four second amendment agreements and two additional master agreements with six unaffiliated financial institutions on June 25, 2026.
• · The additional $360.8 million was made available on June 26, 2026.
• · Proceeds are limited to: (i) early unwind payments, (ii) settlement of the original and new equity derivative transactions, (iii) market purchases or physically settled equity swaps, and (iv) related transaction costs.
• · Security interests for the new financing are substantially similar to prior pledges over Atlas's common shares.

29-06-2026

Saba Capital Management, L.P. and related reporting persons filed Amendment No. 35 to their Schedule 13D, disclosing beneficial ownership of 17,930,744 common shares (18.03%) of BlackRock ESG Capital Allocation Term Trust as of June 25, 2026. However, between June 2 and June 25, 2026, Saba Capital sold a total of 1,104,197 shares at prices ranging from $15.17 to $15.80, indicating a reduction in their position during the period.

• · The filing is Amendment No. 35 to Schedule 13D, amending Items 3, 5, and 7.
• · Saba Capital sold shares on 16 separate trading days from June 2 to June 25, 2026, with the largest single-day sale being 188,006 shares on June 11, 2026.
• · The sale prices ranged from a low of $15.17 (June 11) to a high of $15.80 (June 2).
• · No purchases were reported during the period; all transactions were sells.
• · The reporting persons include Saba Capital Management, L.P., Saba Capital Management GP, LLC, and Boaz R. Weinstein.
• · The shares are held in margin accounts and may be pledged as collateral.

29-06-2026

Qatar Investment Authority (QIA) filed an amended Schedule 13D disclosing a rollover agreement to contribute 34,210,526 shares of Global Business Travel Group, Inc. (GBTG) common stock (valued at $325 million) to Topco, the indirect parent of the acquirer in the pending merger. Post-merger, QIA will own no more than 9.9% of Topco’s common equity and receive only a non-voting board observer seat, with no board seats. QIA currently holds 87,659,000 shares (16.8% of outstanding Class A common stock) and made no transactions in the past 60 days.

• · QIA shares in the rollover are valued at $9.50 per share — the same cash consideration offered to public shareholders in the merger.
• · QIA retains a consent right over any amendment to the Merger Agreement that would increase the per-share price or change its form; if QIA does not approve such a change, the Rollover Agreement automatically terminates.
• · The Rollover Agreement terminates automatically upon (i) mutual written consent, (ii) valid termination of the Merger Agreement, (iii) written notice from Topco of likely failure to obtain regulatory approvals before the Termination Date, or (iv) QIA’s failure to approve a price change.
• · QIA Retail may distribute Rollover Shares to any equityholder under common control prior to closing, subject to conditions safeguarding regulatory approvals.
• · No transactions in GBTG Class A Common Stock by QIA during the past 60 days.

29-06-2026

The Wilks family and related entities reported aggregate beneficial ownership of 150,570,115 shares of ProFrac Holding Corp. Class A common stock as of June 25, 2026, representing approximately 83.2% of the outstanding shares. THRC Holdings, LP (controlled by Dan Wilks) holds 82,452,422 shares (45.3%), while Dan Wilks individually controls 86,743,609 shares (47.9%) including shares held through THRC Holdings, Heavenly Father's Foundation, and Wilks Brothers LLC. Farris Wilks and related entities control 64,897,960 shares (35.7%), with the Farris and Jo Ann Wilks 2022 Family Trust alone holding 58,571,444 shares (32.2%).

• · The filing is Amendment No. 11 to the original Schedule 13D filed on May 27, 2022.
• · Dan Wilks's beneficial ownership includes 80,623,143 shares of Class A Common Stock and 30,000 shares of Series A Redeemable Convertible Preferred Stock (convertible into 1,829,279 shares) held by THRC Holdings, plus 3,219,733 shares held by Heavenly Father's Foundation and 1,071,454 shares held by Wilks Brothers LLC.
• · Farris Wilks's beneficial ownership includes 4,096,512 shares directly, 58,571,444 shares held by the Farris Trust, 1,158,550 shares through FARJO Holdings (including convertible preferred), and 1,071,454 shares through Wilks Brothers LLC.
• · Matthew D. Wilks owns 1,788,127 shares directly and 420,097 shares through JCMWZ, LLC.
• · The business address for most Reporting Persons is 17018 IH 20, Cisco, TX 76437; the Foundation's address is 949 Highway 203, Cisco, TX 76437.

29-06-2026

Jeffrey E. Eberwein, a major shareholder of Star Equity Holdings, Inc., filed Amendment No. 12 to Schedule 13D, disclosing beneficial ownership of 1,149,289 common shares (30.66% of outstanding shares) and 765,077 shares of Series A Cumulative Perpetual Preferred Stock. On June 25, 2026, Eberwein entered into a Rule 10b5-1 Sales Plan with Ladenburg Thalmann & Co. to sell shares of the Preferred Stock, with sales authorized to begin on October 1, 2026 and the plan expiring on October 1, 2028. The filing also details recent common stock purchases by Eberwein in June 2026, with prices ranging from $10.89 to $11.61 per share.

• · Eberwein purchased common shares on 14 separate trading days between June 2 and June 29, 2026, with prices ranging from $10.89 to $11.61 per share.
• · The 10b5-1 Sales Plan for Preferred Stock has a 90-day cooling-off period before sales can begin on October 1, 2026.
• · The plan expires on October 1, 2028, or earlier if all shares in Exhibit A are sold or other termination events occur.
• · Sales under the plan are suspended while Ladenburg Thalmann is acting as sales agent for the Issuer's ATM offering program.
• · Eberwein has sole voting and dispositive power over all 1,149,289 common shares.

29-06-2026

Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander filed a Schedule 13G with the SEC on June 29, 2026, disclosing beneficial ownership of 6,900,258 shares of Maravai LifeSciences Holdings, Inc. Class A Common Stock, representing 4.7% of the outstanding shares. The filing notes that after acquiring beneficial ownership of more than 5% on June 23, 2026, the reporting persons ceased to be beneficial owners of more than 5% by the filing date, indicating a reduction in their stake below the 5% threshold.

• · The filing is made pursuant to Rule 13d-1(c) under the Securities Exchange Act of 1934.
• · The reporting persons acquired beneficial ownership of more than 5% on June 23, 2026, but subsequently reduced their stake below 5% by the filing date.
• · The securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers controlled by Millennium Group Management LLC and Israel A. Englander.
• · The reporting persons disclaim beneficial ownership of the securities held by such entities except to the extent of their pecuniary interest.
• · A Joint Filing Agreement dated June 26, 2026, was filed as an exhibit.

29-06-2026

INEOS Ltd has been added as a Reporting Person on Schedule 13D for Manchester United plc following an internal reorganization that interposed INEOS as the new holding company above INEOS Services Limited (ISL). The reorganization did not change the direct ownership of shares—ISL continues to hold 49,880,646 Class A ordinary shares (54.54% of the class)—nor the indirect economic interest of the INEOS shareholders. The filing is purely structural and does not involve any change in control or new investment.

• · The reorganization interposed INEOS as the new holding company above ISL; INEOS is owned by the same three shareholders (Ratcliffe, Currie, Reece) in the same proportions as their prior ISL holdings.
• · No Class A ordinary shares were transferred as part of the reorganization; ISL remains the direct record holder.
• · A new Letter Agreement (Exhibit M) requires that voting/disposition decisions on Manchester United shares held by ISL be directed by a majority vote of the INEOS shareholders.
• · No transactions in Class A ordinary shares were effected by the Reporting Persons in the past 60 days.

29-06-2026

Tang Capital Management, LLC and related entities (Kevin Tang, Tang Capital Partners, LP, etc.) filed a Schedule 13G on June 29, 2026, disclosing beneficial ownership of 2,533,845 shares of Boundless Bio, Inc. common stock, representing 11.3% of the 22,474,777 shares outstanding as of June 15, 2026. The filing indicates a passive investment intent, with no aim to change or influence control of the issuer.

• · The filing is made under Rule 13d-1(c), indicating a passive investor status.
• · Tang Capital Management, LLC is the general partner of Tang Capital Partners, LP and Tang Capital Partners International, LP.
• · Tang Capital Partners III, Inc. and Tang Capital Partners IV, Inc. are Nevada corporations indirectly wholly owned by Tang Capital Partners, LP.
• · The filing includes a joint filing agreement among all reporting entities.

29-06-2026

Forager Fund, L.P. and related entities disclosed a non-binding proposal to acquire all outstanding shares of Repay Holdings Corp not already owned by them at $5.25 per share in cash. The reporting persons collectively hold 11,106,648 shares, representing 12.4% of the outstanding Class A Common Stock as of April 29, 2026. The proposal is subject to board approval and other contingencies, and there is no assurance a definitive agreement will be reached.

• · The proposal is non-binding and was delivered to the Board of Directors on June 26, 2026.
• · The filing is an amendment to Schedule 13D, indicating a material change in the reporting persons' intentions.
• · The proposal is subject to approval by the Board of Directors and satisfaction of conditions in any definitive agreement.
• · Discussions may be terminated at any time without prior notice.

29-06-2026

Zvi Schreiber, founder and former CEO of Freightos Ltd, filed a Schedule 13D disclosing beneficial ownership of 3,131,931 ordinary shares (6.1% of outstanding shares) as of June 29, 2026. He publicly criticizes the Board's strategic direction since Q1 2026, stating it impairs performance and shareholder value, and intends to advocate for a return to a platform-first, high-growth strategy and changes in Board composition and leadership. In the past 60 days, he sold 167,475 shares at weighted average prices between $1.60 and $2.10, raising concerns about insider sentiment.

• · Schreiber served as CEO from 2012 until January 2026 and as a Board member until February 2026.
• · He has sole voting and dispositive power over all 3,131,931 shares he owns.
• · He disclaims beneficial ownership of 260,000 shares held by charitable donor-advised funds.
• · Recent sales include 5,000 shares at $1.60 on June 15, 2026, and 20,000 shares at $1.95 on May 26, 2026.
• · Schreiber may engage in discussions with potential acquirers, investors, or advisers regarding a possible transaction involving the Issuer.
• · He reserves the right to propose or oppose shareholder proposals, nominate Board candidates, or solicit proxies.

29-06-2026

CVI Investments, Inc. and its investment manager Heights Capital Management, Inc. filed a Schedule 13G disclosing beneficial ownership of 1,930,712 common shares of Westport Fuel Systems Inc., representing 9.9% of the company's outstanding shares as of June 22, 2026. The filing indicates the shares include those issuable upon exercise of warrants, subject to a 9.99% beneficial ownership limitation. The filing was made under Rule 13d-1(c), indicating the shares were not acquired to change or influence control of the issuer.

• · The filing was made under Rule 13d-1(c), indicating passive investment intent.
• · The warrants are subject to a 9.99% beneficial ownership limitation, preventing exercise beyond that threshold.
• · Heights Capital Management, Inc. serves as investment manager to CVI Investments, Inc. and may exercise voting and dispositive power over the shares.
• · The company's prospectus supplement filed on June 23, 2026 indicated 18,995,734 shares outstanding as of the completion of the offering.

29-06-2026

BML Investment Partners, L.P. filed an amended Schedule 13G with the SEC on June 29, 2026, disclosing beneficial ownership of 1,026,269 shares of Oramed Pharmaceuticals Inc. common stock, representing 2.5% of the outstanding shares. The filing indicates a decrease in ownership from a prior position, as the filer now holds 866,269 shares directly and 160,000 shares indirectly through Braden M. Leonard, compared to a previous aggregate of 1,026,269 shares (the same total but with a different direct/indirect split).

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(c), indicating the filer is a passive investor not seeking to change or influence control.
• · BML Investment Partners, L.P. is a Delaware limited partnership; its sole general partner is BML Capital Management, LLC.
• · Braden M. Leonard is deemed the indirect owner of shares held by BML Investment Partners, L.P. due to his role as managing member of the general partner.
• · The reporting persons disclaim forming a statutory group under Rule 13d-5(b)(1).
• · The filing date is June 29, 2026, with an event date of June 26, 2026.

29-06-2026

A group of reporting persons, led by Gale Hoese, filed an amended Schedule 13D disclosing aggregate beneficial ownership of 720,987.11 shares (7.5%) of Citizens Community Bancorp Inc. (CZWI) as of June 26, 2026. Gale Hoese is the largest holder with 558,000 shares and has been actively purchasing shares in the open market at prices ranging from $20.75 to $22.91 per share between June 15 and June 26, 2026. The filing indicates continued accumulation by the group, but the ownership percentage remains unchanged from the initial filing at 7.5%.

• · Gale Hoese purchased 5,000 shares on June 26, 2026 at $22.91 per share and another 5,000 at $22.85 per share on the same day.
• · Gale Hoese also sold 5,000 shares on June 24, 2026 at $22.248 per share, indicating some trading activity within the accumulation.
• · David Schornack purchased 1,000 shares on June 17, 2026 at $20.95 per share.
• · The group's ownership percentage (7.5%) is based on 9,644,112 shares outstanding as of May 6, 2026, per the issuer's Q1 2026 10-Q.

29-06-2026

Tether Global Investments Fund, S.I.C.A.F., S.A. and related parties filed an amendment to Schedule 13D for Versamet Royalties Corp (VMET), disclosing an internal transfer of 8,870,456 common shares from Tether Investments to Tether International on June 25, 2026. The aggregate beneficial ownership remains unchanged at 13,718,812 shares (12.6% of outstanding common shares based on 108,590,241 shares outstanding as of May 19, 2026). The filing also includes details on executive officers and prior regulatory settlements involving Tether entities.

• · The filing includes disclosures of prior regulatory proceedings: a $41M CFTC settlement in October 2021 for misleading statements about USDT backing, and an $18.5M NYAG settlement in February 2021 related to fund transfers between Bitfinex and Tether.
• · The transfer on June 25, 2026, moved 8,870,456 common shares from Tether Investments to Tether International, but total beneficial ownership by the reporting group did not change.
• · Giancarlo Devasini has shared voting and dispositive power over all 13,718,812 shares; Tether Investments holds shared power over 4,848,356 shares; Tether International holds shared power over 8,870,456 shares.
• · No other transactions in common shares were effected by the reporting persons in the last 60 days.