Fregenal Marco 4
4 · Fathom Holdings Inc. · Filed Mar 27, 2026
Research Summary
AI-generated summary of this filing
Fathom (FTHM) CEO Marco Fregenal Gifts 39,342 Shares
What Happened
Marco Fregenal, CEO of Fathom Holdings Inc. (FTHM), reported a gift (transaction code G) of 39,342 shares on March 26, 2026. The reported disposition price is $0.00, i.e., a non‑cash transfer (total value reported as $0). The Form 4 was filed on March 27, 2026.
Key Details
- Transaction date: 2026-03-26; Filing date: 2026-03-27 (timely under Section 16 reporting rules).
- Shares transferred: 39,342; Price per share: $0.00; Total reported value: $0.
- Shares owned after the transaction: not specified in the Form 4 provided.
- Footnote highlights:
- F1: The filing notes 133,337 shares are restricted and vest on the second and third anniversaries of the grant date (Nov 15, 2024 → vest Nov 15, 2026 and Nov 15, 2027).
- F2: Some shares are held in a trust for the reporting person’s children; the spouse is trustee and the reporting person disclaims beneficial ownership of those trust shares.
- F3: The filing also describes performance rights (each right convertible into one share upon achievement of specified stock price targets over time).
Context
Gifts (code G) are non‑cash dispositions and do not necessarily signal the insider’s view of the stock; they are often used for estate planning or transfers to family. The filing appears timely (reported the next business day). Performance rights and restricted shares referenced in the footnotes are subject to vesting conditions and price hurdles and are not the same as an immediate cash sale.
Insider Transaction Report
- Gift
Common Stock
[F1]2026-03-26−39,342→ 1,419,703 total
- 5,056(indirect: By Spouse)
Common Stock
- 150,000(indirect: By Trust)
Common Stock
[F2] - 200,000
Performance Rights
[F3]Exp: 2028-08-20→ Common Stock (200,000 underlying) - 50,000
Performance Rights
[F3]Exp: 2034-11-15→ Common Stock (50,000 underlying)
Footnotes (3)
- [F1]Of these shares, 133,337 are restricted and vest on the second and third anniversary of the grant date, November 15, 2024.
- [F2]These shares are held by a trust for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
- [F3]Each performance right represents a contingent right to receive one share of Fathom Holdings Inc. common stock. The performance rights vest upon Fathom's common stock achieving a specified price per share for a specified time.