Bark (NYSE: BARK) holders report 13.0% stake and agree to standstill
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13D/A
Bark, Inc. investors updated their ownership disclosure and governance arrangements. Great Dane Ventures, LLC now reports beneficial ownership of 22,411,455 shares of Bark common stock, representing 13.0% of the class, based on 172,816,741 shares outstanding as of January 28, 2026.
The amendment refreshes the full list of Schedule 13D reporting persons and clarifies which funds and managers currently own equity in Great Dane. On March 3, 2026 the Great Dane Parties entered into a confidentiality agreement with Bark that includes a 12‑month standstill, subject to earlier termination upon specified change‑of‑control events or third‑party tender offers.
The standstill restricts these investors from increasing their Bark holdings, launching proxy contests, making public acquisition proposals, or seeking to influence control of the company, except under agreed conditions. Separately, Ironbound Partners Fund, LLC agreed to surrender for cancellation all of its warrants to purchase Bark common stock, eliminating that potential source of future share issuance.
Positive
- None.
Negative
- None.
Insights
Large Bark holders accept a standstill while one fund cancels its warrants.
The filing shows Great Dane Ventures, LLC beneficially owning 22,411,455 Bark shares, or 13.0% of the common stock, alongside several affiliated venture and investment funds. This confirms a sizable block aligned under a coordinated Schedule 13D reporting group.
On
The filing also notes that Ironbound Partners Fund, LLC surrendered 4,558,000 warrants to purchase Bark common stock for cancellation on
|
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13D
Under the Securities Exchange Act of 1934
(Amendment No. 1)
|
Bark, Inc. (Name of Issuer) |
Common Stock, par value $0.0001 (Title of Class of Securities) |
Benjamin M. Goodchild, Esq.
Paul, Weiss, Rifkind, Wharton & Garrison, 1285 Avenue of the Americas
New York, NY, 10019
(212) 373-3000
Paul, Weiss, Rifkind, Wharton & Garrison, 1285 Avenue of the Americas
New York, NY, 10019
(212) 373-3000
Christodoulos Kaoutzanis, Esq.
Paul, Weiss, Rifkind, Wharton & Garrison, 1285 Avenue of the Americas
New York, NY, 10019
(212) 373-3000
Paul, Weiss, Rifkind, Wharton & Garrison, 1285 Avenue of the Americas
New York, NY, 10019
(212) 373-3000
(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
03/03/2026
(Date of Event Which Requires Filing of This Statement)
If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.
The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the
Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other
provisions of the Act (however, see the Notes).
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Great Dane Ventures, LLC | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
22,411,455.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
13.0 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person:
The calculation of the foregoing percentage and the percentages on the following cover pages is based on 172,816,741 shares of common stock (the "Common Stock") of Bark, Inc. (the "Issuer") outstanding as of January 28, 2026 (as represented in the Issuer's Definitive Proxy Statement on Schedule 14A filed with the Securities and Exchange Commission on February 12, 2026). See Item 2(a) of this Schedule 13D for a list of the equity owners of Great Dane Ventures, LLC.
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Resolute I, L.P. | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
5,059,499.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
2.9 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
PN |
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Resolute GP I, LLC | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
5,672,694.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
3.3 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person:
Includes 5,059,499 shares held by Resolute I, L.P., the General Partner of which is Resolute GP I, LLC.
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Resolute BB SPV, LLC | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
3,352,477.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
1.9 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Resolute BB II SPV, LLC | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
948,524.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
0.5 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Resolute GP II, LLC | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
4,301,001.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
2.5 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person:
Comprises shares held by Resolute BB SPV, LLC and Resolute BB II SPV, LLC, the Manager of each of which is Resolute GP II, LLC.
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Michael Hirshland | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
9,973,695.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
5.8 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
IN |
Comment for Type of Reporting Person:
Comprises shares beneficially owned by Resolute GP I, LLC, the Managing Director of which is Michael Hirshland, and by Resolute GP II, LLC, a Manager of which is Michael Hirshland. Notwithstanding his dispositive and voting control over such shares, Michael Hirshland disclaims beneficial ownership of the shares of Common Stock beneficially owned by Resolute GP I, LLC and Resolute GP II, LLC, except to the extent of his pecuniary interest therein.
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Raanan Bar-Cohen | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
4,301,001.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
2.5 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
IN |
Comment for Type of Reporting Person:
Comprises shares beneficially owned by Resolute GP II, LLC, a Manager of which is Raanan Bar-Cohen. Notwithstanding his dispositive and voting control over such shares, Raanan Bar-Cohen disclaims beneficial ownership of the shares of Common Stock beneficially owned by Resolute GP II, LLC, except to the extent of his pecuniary interest therein.
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Founders Circle Capital II Opportunities Fund, L.P. | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
707,649.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
0.4 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
PN |
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Founders Circle Management II Opportunities, LLC | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
707,649.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
0.4 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person:
Comprises shares held by Founders Circle Capital II Opportunities Fund, L.P, the General Partner of which is Founders Circle Management II Opportunities, LLC.
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Founders Circle Capital II, L.P. | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
6,879,303.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
4.0 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
PN |
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Founders Circle Capital II Affiliates Fund, L.P. | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
354,970.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
0.2 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
PN |
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Founders Circle Management II, LLC | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
7,234,273.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
4.2 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person:
Comprises shares held by Founders Circle Capital II, L.P. and Founders Circle Capital II Affiliates Fund, L.P., the General Partner of each of which is Founders Circle Management II, LLC.
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Michael Jung | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
7,941,922.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
4.6 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
IN |
Comment for Type of Reporting Person:
Comprises shares beneficially owned by Founders Circle Management II, LLC and Founders Circle Management II Opportunities, LLC, a Managing Member of each of which is Michael Jung. Notwithstanding his dispositive and voting control over such shares, Michael Jung disclaims beneficial ownership of the shares of Common Stock beneficially owned by Founders Circle Management II, LLC and Founders Circle Management II Opportunities, LLC, except to the extent of his pecuniary interest therein.
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Ken Loveless | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
7,941,922.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
4.6 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
IN |
Comment for Type of Reporting Person:
Comprises shares beneficially owned by Founders Circle Management II, LLC and Founders Circle Management II Opportunities, LLC, a Managing Member of each of which is Ken Loveless. Notwithstanding his dispositive and voting control over such shares, Ken Loveless disclaims beneficial ownership of the shares of Common Stock beneficially owned by Founders Circle Management II, LLC and Founders Circle Management II Opportunities, LLC, except to the extent of his pecuniary interest therein.
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Ironbound Partners Fund, LLC | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
4,359,475.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
2.5 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
SCHEDULE 13D
|
| CUSIP Number(s): |
| 1 |
Name of reporting person
Jonathan J. Ledecky | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
4,495,838.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
2.6 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
IN |
Comment for Type of Reporting Person:
Represents (i) 136,363 shares held by Jonathan J. Ledecky in his individual capacity and (ii) 4,359,475 shares held by Ironbound Partners Fund, LLC. Mr. Ledecky is the Managing Member of Ironbound Partners Fund, LLC. Notwithstanding his dispositive and voting control over such shares, Mr. Ledecky disclaims beneficial ownership of the shares of Common Stock held by Ironbound Partners Fund, LLC, except to the extent of his pecuniary interest therein.
SCHEDULE 13D
|
| Item 1. | Security and Issuer | |
| (a) | Title of Class of Securities:
Common Stock, par value $0.0001 | |
| (b) | Name of Issuer:
Bark, Inc. | |
| (c) | Address of Issuer's Principal Executive Offices:
120 Broadway, Floor 12, New York,
NEW YORK
, 10271. | |
Item 1 Comment:
Explanatory Note
This Amendment No. 1 to Schedule 13D (this "Amendment" or this "Schedule 13D") amends and supplements the Schedule 13D filed with the Securities and Exchange Commission on January 9, 2026 by the reporting persons named therein (the "Original Schedule 13D"), relating to the Common Stock of the Issuer. As described in the press release issued by the Issuer on March 3, 2026, Matt Meeker has voluntarily withdrawn as a member and equity holder of Great Dane as of March 3, 2026. In addition, as of March 3, 2026, RRE Leaders Fund, L.P. and RRE Ventures V, L.P. have voluntarily withdrawn as members and equity holders of Great Dane. This Amendment is being filed (i) to update the list of Reporting Persons (as defined below) in response to the aforementioned changes to the equity owners of Great Dane, (ii) to update the percentage of shares of Common Stock beneficially owned by each Reporting Person, (iii) to report that the Great Dane Parties (as defined below) entered into a confidentiality agreement, including the standstill provisions thereof, as described in Item 4 hereof, and (iv) to report that Ironbound Partners Fund, LLC has signed and delivered a warrant surrender agreement, pursuant to which it agreed to surrender for cancellation to the Issuer all its warrants to purchase Common Stock. Information reported in the Original Schedule 13D remains in effect except to the extent that it is amended, restated or superseded by information contained in this Amendment. Capitalized terms used herein and not otherwise defined in this Amendment have the meanings set forth in the Original Schedule 13D. | ||
| Item 2. | Identity and Background | |
| (a) | Item 2 of the Original Schedule 13D is hereby amended and restated to the following:
This statement is being jointly filed on behalf of: (i) Great Dane; (ii) Resolute I, L.P., a Delaware limited partnership; (iii) Resolute GP I, LLC, a Delaware limited liability company; (iv) Resolute BB SPV, LLC, a Delaware limited liability company; (v) Resolute BB II SPV, LLC, a Delaware limited liability company; (vi) Resolute GP II, LLC, a Delaware limited liability company; (vii) Michael Hirshland, an individual and citizen of the United States; (viii) Raanan Bar-Cohen, an individual and citizen of the United States; (ix) Founders Circle Capital II Opportunities Fund, L.P., a Delaware limited partnership; (x) Founders Circle Management II Opportunities, LLC, a Delaware limited liability company; (xi) Founders Circle Capital II, L.P., a Delaware limited partnership; (xii) Founders Circle Capital II Affiliates Fund, L.P., a Delaware limited partnership; (xiii) Founders Circle Management II, LLC, a Delaware limited liability company; (xiv) Michael Jung, an individual and citizen of the United States; (xv) Ken Loveless, an individual and citizen of the United States; (xvi) Ironbound Partners Fund, LLC, a Delaware limited liability company; and (xvii) Jonathan J. Ledecky, an individual and citizen of the United States. The entities and persons set forth in the clauses above are collectively referred to as the "Reporting Persons". The entities and persons set forth in clauses (ii), (iv), (v), (ix), (xi), (xii) and (xvi) comprise the current equity owners of Great Dane and are collectively referred to as the "Equity Owners". Information in this Schedule 13D with respect to each Reporting Person is given solely by such Reporting Person and no Reporting Person assumes responsibility for the accuracy or completeness of the information furnished by another Reporting Person. Pursuant to Rule 13d-4 of the Act, the Reporting Persons expressly declare that the filing of this statement shall not be construed as an admission that any such person is, for the purposes of Section 13(d) and/or Section 13(g) of the Act or otherwise, the beneficial owner of any securities covered by this schedule held by any other person and such beneficial ownership is expressly disclaimed. | |
| (b) | The principal business address of Great Dane is c/o Paul, Weiss, Rifkind, Wharton & Garrison LLP, 1285 Avenue of the Americas, New York, NY, 10019. The principal business address of Resolute I, L.P., Resolute GP I, LLC, Resolute BB SPV, LLC, Resolute BB II SPV, LLC, Resolute GP II, LLC, Michael Hirshland and Raanan Bar-Cohen is 548 Market Street #26403, San Francisco, CA 94104. The principal business address of Founders Circle Capital II Opportunities Fund, L.P., Founders Circle Management II Opportunities, LLC, Founders Circle Capital II, L.P., Founders Circle Capital II Affiliates Fund, L.P., Founders Circle Management II, LLC, Michael Jung and Ken Loveless is Founders Circle Capital, 1999 S. Bascom Ave. #700, Campbell, CA 95008. The principal business address of Ironbound Partners Fund, LLC and Jonathan J. Ledecky is 405 Lexington Avenue, 44th Floor, New York, NY 10174. | |
| (c) | The present principal occupation or employment for Michael Hirshland is the Managing Director of Resolute GP I, LLC and a Manager of Resolute GP II, LLC and the name and address of the organization in which such employment is conducted is 548 Market Street #26403, San Francisco, CA 94104. Each of Resolute GP I, LLC's and Resolute GP II, LLC's principal business is as a venture capital firm. The present principal occupation or employment for Raanan Bar-Cohen is a Manager of Resolute GP II, LLC and the name and address of the organization in which such employment is conducted is 548 Market Street #26403, San Francisco, CA 94104. Resolute GP II, LLC's principal business is as a venture capital firm. The present principal occupation or employment for Michael Jung is a Managing Member of Founders Circle Management II Opportunities, LLC and of Founders Circle Management II, LLC and the name and address of the organization in which such employment is conducted is Founders Circle Capital, 1999 S. Bascom Ave. #700, Campbell, CA 95008. Each of Founders Circle Management II Opportunities, LLC's and Founders Circle Management II, LLC's principal business is as a venture capital firm. The present principal occupation or employment for Ken Loveless is a Managing Member of Founders Circle Management II Opportunities, LLC and of Founders Circle Management II, LLC and the name and address of the organization in which such employment is conducted is Founders Circle Capital, 1999 S. Bascom Ave. #700, Campbell, CA 95008. Each of Founders Circle Management II Opportunities, LLC's and Founders Circle Management II, LLC's principal business is as a venture capital firm. The present principal occupation or employment for Jonathan J. Ledecky is the Managing Member of Ironbound Partners Fund, LLC and Co-Owner of the National Hockey League's New York Islanders franchise and the name and address of the organization in which such employment is conducted is 405 Lexington Avenue, 44th Floor, New York, NY 10174. Ironbound Partners Fund, LLC's principal business is as an investment management fund. | |
| (d) | During the last five years, none of the Reporting Persons has been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors). | |
| (e) | During the last five years, none of the Reporting Persons was a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws. | |
| (f) | See response to Row 6 on each cover page. | |
| Item 3. | Source and Amount of Funds or Other Consideration | |
Item 3 of the Original Schedule 13D is hereby amended and restated to the following:
The Reporting Persons other than Ironbound Partners Fund, LLC and Jonathan J. Ledecky acquired the shares of Common Stock of the Issuer reported as beneficially owned in this Schedule 13D in connection with the merger of the Issuer, NSAC Merger Sub Corp. and Barkbox, Inc. that closed on June 1, 2021. Ironbound Partners Fund, LLC and Mr. Ledecky acquired the shares of Common Stock of the Issuer reported as beneficially owned by them in this Schedule 13D in connection with the formation of the Issuer. | ||
| Item 4. | Purpose of Transaction | |
Item 4 of the Original Schedule 13D is hereby amended by adding the following to the end thereof:
On March 3, 2026, Great Dane, the Equity Owners and Resolute GP I, LLC (collectively, the "Great Dane Parties") entered into a confidentiality agreement (the "Confidentiality Agreement") with the Issuer, pursuant to which the Great Dane Parties agreed to certain non-disclosure and related obligations, subject to certain customary exceptions, that will terminate upon the earlier of: (i) two years after the date of the Confidentiality Agreement and (ii) the date the parties or their respective affiliates consummate a transaction contemplated by the Confidentiality Agreement. The Confidentiality Agreement contains a standstill provision (the "Standstill") that will remain in effect until the earlier of (i) the end of the 12-month period commencing on the date of the Confidentiality Agreement, (ii) the date on which the Issuer enters into a definitive written agreement providing for (a) any acquisition of a majority of the voting securities of the Issuer by any person or group, (b) any acquisition of a majority of the consolidated assets of the Issuer and its subsidiaries by any person or group, or (c) any tender or exchange offer, merger or other business combination or any recapitalization, restructuring, liquidation, dissolution or other extraordinary transaction, immediately following which, any person will beneficially own a majority of the outstanding voting power of the Issuer or the surviving parent entity in such transaction, and (iii) the date on which a third party commences a tender or exchange offer for not less than a majority of the outstanding voting power of the Issuer and the Issuer's board of directors (or any committee thereof) recommends that the Issuer's shareholders tender their shares, or fails to recommend prior to the date that is ten business days after such commencement that the shareholders not tender their shares in such third-party tender or exchange offer. The Standstill, subject to certain customary exceptions, prohibits the Great Dane Parties and certain of their respective affiliates from (i) acquiring (or agreeing, offering, seeking or proposing to acquire, in each case, publicly or privately) any ownership, including, without limitation, beneficial ownership, of any securities of the Issuer, or any rights or options to acquire such ownership (including from any third party); (ii) publicly or privately offering to enter into, or publicly or privately proposing, any merger, business combination, recapitalization, restructuring or other extraordinary transaction with the Issuer or any direct or indirect subsidiary thereof; (iii) initiating any stockholder proposal or the convening of a stockholders' meeting of or involving the Issuer or any direct or indirect subsidiary thereof; (iv) soliciting proxies with respect to any matter from, or otherwise seeking to influence, advise or direct the vote of, holders of any shares of capital stock of the Issuer or any securities convertible into or exchangeable or exercisable for (in each case, whether currently or upon the occurrence of any contingency) such capital stock, or making any communication exempted from the definition of solicitation by Rule 14a-1(l)(2)(iv) under the Act; (v) otherwise seeking or proposing to influence, advise, change or control the management, board of directors, governing instruments, affairs or policies of the Issuer or any direct or indirect subsidiary thereof; (vi) entering into any discussions, negotiations, agreements, arrangements or understandings with any other person with respect to any matter described in the foregoing clauses (i) through (v) or forming, joining or participating in a "group" (within the meaning of Section 13(d)(3) of the Act) to vote, acquire or dispose of any securities of the Issuer or any of its subsidiaries; (vii) requesting that the Issuer (or its representatives, board of directors or the Special Committee) amend, waive, grant any consent under or otherwise not enforce any provision of the Standstill; or (viii) unless legally required, making any public disclosure, or taking any action that could reasonably be expected to require the parties to the Confidentiality Agreement to make a public disclosure, with respect to any of the matters set forth in the Confidentiality Agreement. The Standstill does not prohibit the Great Dane Parties from making requests (but only privately to the Issuer and not publicly) for amendments, waivers, consents under or agreements not to enforce certain clauses of the Standstill, subject to the terms and conditions of the Confidentiality Agreement.
The foregoing description of the Confidentiality Agreement does not purport to be complete and is qualified in its entirety by reference to the Confidentiality Agreement, a copy of which is attached as Exhibit 3 hereto, and is incorporated herein by reference.
None of this Amendment, the Original Schedule 13D nor the Proposal Letter is an offer to purchase or a solicitation of an offer to sell any securities. Any solicitation or offer will only be made through separate materials filed with the Securities and Exchange Commission. Holders of Common Stock of the Issuer and other interested parties are urged to read these materials when and if they become available because they will contain important information. Holders of Common Stock of the Issuer will be able to obtain such documents (when and if available) free of charge at the Securities and Exchange Commission's web site, www.sec.gov. | ||
| Item 5. | Interest in Securities of the Issuer | |
| (a) | See rows (11) and (13) and the Comments of the cover pages to this Schedule 13D for the aggregate number of shares of Common Stock and percentages of shares of Common Stock beneficially owned by the Reporting Persons, which information is incorporated herein by reference. | |
| (b) | See rows (7) through (10) and the Comments of the cover pages to this Schedule 13D for the number of shares of Common Stock as to which the Reporting Persons have the sole or shared power to vote or direct the vote and sole or shared power to dispose or to direct the disposition, which information is incorporated herein by reference. | |
| (c) | As disclosed in this Schedule 13D, the Reporting Persons have not effected any transaction in the Common Stock in the 60 days prior to filing this Schedule 13D, except that Ironbound Partners Fund, LLC surrendered for cancellation 4,558,000 warrants to purchase Common Stock on March 3, 2026. | |
| (d) | Not applicable. | |
| (e) | Not applicable. | |
| Item 6. | Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer | |
Item 6 of the Original Schedule 13D is hereby amended and restated to the following:
Great Dane has signed and delivered the Proposal Letter, filed as Exhibit 1 to the Original Schedule 13D. The Great Dane Parties have signed and delivered the Confidentiality Agreement, filed as Exhibit 3 hereto. Ironbound Partners Fund, LLC has signed and delivered a warrant surrender agreement, filed as Exhibit 4 hereto. The Reporting Persons have entered into joint filing agreements, filed as Exhibit 2 to the Original Schedule 13D and Exhibit 5 hereto. Except as set forth in this Item 6, the Proposal Letter filed as Exhibit 1 to the Original Schedule 13D, the Confidentiality Agreement filed as Exhibit 3 hereto, the warrant surrender agreement filed as Exhibit 4 hereto, the joint filing agreements filed as Exhibit 2 to the Original Schedule 13D and Exhibit 5 hereto, Item 4 of the Original Schedule 13D, Item 4 of this Amendment and the Issuer's filings with the Securities and Exchange Commission, to the knowledge of the Reporting Persons, there are no contracts, arrangements, understandings or relationships (legal or otherwise) among the Reporting Persons and between such persons and any other person with respect to any securities of the Issuer, including, but not limited to, transfer or voting of any securities, finder's fees, joint ventures, loan or option arrangements, puts or calls, guarantees of profits, division of profits or losses, or the giving or withholding of proxies. | ||
| Item 7. | Material to be Filed as Exhibits. | |
Exhibit 3: Confidentiality Agreement, dated as of March 3, 2026, by and among Great Dane, the Equity Owners and the Issuer.
Exhibit 4: Warrant Surrender Agreement, dated as of March 3, 2026, by Ironbound Partners Fund, LLC.
Exhibit 5: Joint Filing Agreement as required by Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended. | ||
| SIGNATURE | |
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
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Bark Inc
NYSE:BARK
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[8-K] Bark, Inc. Reports Material Event
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[Form 4] Bark, Inc. Insider Trading Activity
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[8-K] Bark, Inc. Reports Material Event