WINDACRE PARTNERSHIP LLC 4/A

What Happened
WindAcre Partnership LLC (reported as a 10% owner) sold a total of 5,705,979 Perimeter Solutions, Inc. (PRM) shares in a series of open-market transactions between June 26 and June 30, 2026. Individual lots included sales at prices from $33.00 to $36.25, generating aggregate proceeds of approximately $195.6 million. These were sales (not purchases), so they are liquidity-taking transactions rather than bullish insider buys.

Key Details

• Transaction dates and amounts:
  • 2026-06-26: 378,600 sh @ $36.22 = $13,712,892
  • 2026-06-26: 150,000 sh @ $34.98 = $5,247,000
  • 2026-06-26: 2,296,400 sh @ $34.40 = $78,996,160
  • 2026-06-26: 20,000 sh @ $36.25 = $725,000
  • 2026-06-26: 548,479 sh @ $34.51 = $18,928,010
  • 2026-06-29: 437,500 sh @ $33.00 = $14,437,500
  • 2026-06-30: 1,875,000 sh @ $33.90 = $63,562,500
• Total shares sold: 5,705,979; total proceeds: ~$195,609,062.
• Shares owned after transaction: not specified in this amended filing.
• Footnote: The securities are owned directly by The WindAcre Partnership Master Fund, LP and may be indirectly beneficially owned by WindAcre entities and Snehal Amin (see footnote F1). Each reporting person disclaims beneficial ownership except to the extent of any pecuniary interest.
• Filing status: This is an amended Form 4 filed July 13, 2026, to add certain reporting persons after an administrative issue prevented their inclusion in the original June 30, 2026 filing.

Context
WindAcre is an institutional 10% owner (via its Master Fund), not an individual company executive; such large block sales typically reflect fund-level portfolio actions rather than insider sentiment about day-to-day company operations. The amendment relates to reporting details, not new transactions — the trades occurred in late June and are disclosed here for completeness.