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4//SEC Filing

GREENBLATT JOEL 4

Accession 0000929638-22-001644

CIK 0001399249other

Filed

Nov 1, 8:00 PM ET

Accepted

Nov 2, 6:33 PM ET

Size

13.5 KB

Accession

0000929638-22-001644

Insider Transaction Report

Form 4
Period: 2022-10-31
Transactions
  • Disposition from Tender

    Class B Common Stock, par value $0.000001

    2022-10-3182,2000 total(indirect: By Children)
  • Disposition from Tender

    Class A Common Stock, par value $0.01

    2022-10-31$9.60/sh22,460$215,6160 total
  • Disposition from Tender

    Phantom A Shares

    2022-10-31187,1780 total
    Exercise: $0.00From: 2022-10-31Exp: 2022-10-31Right to Receive $9.60 (187,178 underlying)
  • Disposition from Tender

    Class B Common Stock, par value $0.000001

    2022-10-31165,5080 total
Holdings
  • Class B Units

    (indirect: By Children)
    None (82,200 underlying)
    82,200
  • Class B Units

    None (165,508 underlying)
    165,508
Footnotes (4)
  • [F1]Pursuant to merger agreement between Pzena Investment Management, Inc. (the "Issuer"), Pzena Investment Management, LLC (the "Operating Company") and Panda Merger Sub, LLC (the "Merger Agreement") the Class B Common Stock was canceled at the effective time of the merger for no consideration.
  • [F2]Pursuant to Rule 16a-1(a)(4) of the Securities Exchange Act of 1934, as amended, the Reporting Person herein states that this filing shall not be deemed an admission that he or it is the beneficial owner of any such interests, and disclaims beneficial ownership of such interests, except to the extent of his pecuniary interests therein.
  • [F3]Represents units of the Operating Company that were reclassified as "Class B Units" of the Operating Company on a one-for-one basis in connection with the amendment and restatement of the Operating Company's operating agreement as of October 30, 2007 (the "Amended Pzena LLC Agreement"), among the Issuer, as the Managing Member of the Operating Company and the holder of certain units of the Operating Company, and the holders of such reclassified units of the Operating Company.
  • [F4]Pursuant to the Merger Agreement, the Issuer ceased to exist on October 31, 2022. The securities reported in this row continue to provide ownership in the Operating Company but no longer are derivative securities of the Issuer.

Documents

1 file

Issuer

Pzena Investment Management, Inc.

CIK 0001399249

Entity typeother

Related Parties

1
  • filerCIK 0001279149

Filing Metadata

Form type
4
Filed
Nov 1, 8:00 PM ET
Accepted
Nov 2, 6:33 PM ET
Size
13.5 KB