WINDACRE PARTNERSHIP LLC 4

What Happened
WindAcre Partnership LLC (reported as a 10% owner) sold a total of 5,705,979 Perimeter Solutions, Inc. (PRM) shares in multiple open‑market disposals between June 26 and June 30, 2026. The sales ranged from $33.00 to $36.25 per share and totaled approximately $195.6 million. Largest sales included 2,296,400 shares at $34.40 ($78,996,160) and 1,875,000 shares at $33.90 ($63,562,500). All reported transactions are disposals (code S).

Key Details

• Transaction dates and trades:
  • 2026-06-26: 3,393,479 shares sold (breakout: 378,600 @ $36.22; 150,000 @ $34.98; 2,296,400 @ $34.40; 20,000 @ $36.25; 548,479 @ $34.51) — $117,609,062 total that day.
  • 2026-06-29: 437,500 shares @ $33.00 — $14,437,500.
  • 2026-06-30: 1,875,000 shares @ $33.90 — $63,562,500.
• Aggregate: 5,705,979 shares sold for ~$195,609,062.
• Shares owned after the transactions: not specified in the provided filing excerpt.
• Footnote: Securities are owned directly by The WindAcre Partnership Master Fund, LP and may be indirectly beneficially owned by WindAcre Partnership LLC, WindAcre General Partner entities, and Snehal Amin (managing member). The reporting persons disclaim beneficial ownership except to the extent of any pecuniary interest (see F1).
• Filing remarks: The filer noted an administrative issue prevented listing several related reporting persons (Master Fund, general partners, and Snehal Amin) on this Form 4; the filing will be updated when resolved.

Context

• This activity is from a 10% institutional owner (not an executive officer). Institutional disposals can reflect portfolio rebalancing or other fund-level actions and should not be read as an executive insider signal.
• All reported transactions are outright sales (not option exercises, gifts, or awards). The filing includes a standard disclaimer about beneficial ownership limits and a pending amendment to add additional reporting persons.