STOCK TITAN

Capstone Holding Corp. (CAPS) director details indirect share and warrant holdings

(Neutral)
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Capstone Holding Corp. director Michael Toporek reports his initial beneficial ownership, consisting entirely of indirect holdings. As of February 14, 2025, he controls 121,774 shares of Common Stock through BP Peptides, LLC and related entities, and an indirect warrant to purchase up to 6,322 shares of Common Stock at an exercise price of $75.00 per share, expiring on October 15, 2028. The warrant is held by Brookstone Partners IAC, Inc., investment manager to BP Peptides, LLC, which is controlled by Matthew Lipman and Michael Toporek.

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Insider TOPOREK MICHAEL
Role Director
Type Security Shares Price Value
holding Common Stock Warrants F2 -- -- --
holding Common Stock F1 -- -- --
Holdings After Transaction: Common Stock Warrants — 6,322 shares (Indirect, See footnote); Common Stock — 121,774 shares (Indirect, See footnote)
Footnotes (2)
  1. F1. Consists of 121,774 shares controlled by Michael Toporek, through his control of BP Peptides, LLC. Brookstone Acquisition Partners XXI Corporation owns 81% of BP Peptides, LLC. Mr. Toporek owns approximately 30% of Brookstone Acquisition Partners XXI Corporation.
  2. F2. Includes a warrant to purchase up to 6,322 shares of Common Stock issued to Brookstone Partners IAC, Inc., the investment manager of BP Peptides, LLC which is controlled by Matthew Lipman and Michael Toporek.
Indirect Common Stock holdings 121,774 shares Shares of Capstone Holding Corp. Common Stock controlled indirectly by Michael Toporek via BP Peptides, LLC
Warrant underlying shares 6,322 shares Underlying Common Stock shares for warrant held indirectly through Brookstone Partners IAC, Inc.
Warrant exercise price $75.0000 per share Exercise price of Common Stock Warrant expiring October 15, 2028
Warrant expiration date 2028-10-15 Expiration date of indirect Common Stock Warrant for 6,322 underlying shares
indirect beneficial ownership financial
"All reported positions are indirect beneficial ownership held through entities"
Common Stock Warrants financial
"Includes a warrant to purchase up to 6,322 shares of Common Stock"
Common stock warrants are tradable certificates that give the holder the right, but not the obligation, to buy a company’s common shares at a fixed price before a specified expiration date. They work like long-term options issued by the company and can provide cheaper, leveraged exposure to a stock’s potential upside; however, if holders use the warrants to buy shares, the total number of shares increases, which can dilute the value of existing shares.
exercise price financial
"an indirect warrant to purchase up to 6,322 shares at an exercise price of $75.00"
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
investment manager financial
"warrant issued to Brookstone Partners IAC, Inc., the investment manager of BP Peptides, LLC"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What does Capstone Holding Corp. (CAPS) director Michael Toporek report in this Form 3?

Director Michael Toporek reports only indirect beneficial ownership. He controls 121,774 Common Stock shares via BP Peptides, LLC and related entities, plus an indirect warrant for 6,322 underlying shares at a $75.00 exercise price, expiring October 15, 2028.

How many Capstone Holding Corp. (CAPS) shares does Michael Toporek indirectly control?

Michael Toporek indirectly controls 121,774 shares of Common Stock. These shares are controlled through BP Peptides, LLC, which is majority-owned by Brookstone Acquisition Partners XXI Corporation, in which Toporek holds approximately 30% ownership, giving him control over BP Peptides, LLC.

Through which entities are Michael Toporek’s CAPS holdings structured?

The 121,774 shares are controlled via BP Peptides, LLC, 81% owned by Brookstone Acquisition Partners XXI Corporation, of which Toporek owns about 30%. The 6,322-share warrant is issued to Brookstone Partners IAC, Inc., investment manager to BP Peptides, LLC.

Are Michael Toporek’s reported CAPS holdings direct or indirect?

All reported positions are indirect. Both the 121,774 Common Stock shares and the warrant for 6,322 underlying shares are held through entities such as BP Peptides, LLC and Brookstone Partners IAC, Inc., rather than in Toporek’s own name directly.
SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
TOPOREK MICHAEL

(Last)(First)(Middle)
18400 76TH AVENUE

(Street)
TINLEY PARK ILLINOIS 60477

(City)(State)(Zip)

UNITED STATES

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
02/14/2025
3. Issuer Name and Ticker or Trading Symbol
Capstone Holding Corp. [ CAPS ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock121,774ISee footnote(1)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Common Stock Warrants01/30/201810/15/2028Common Stock6,322$75ISee footnote(2)
Explanation of Responses:
1. Consists of 121,774 shares controlled by Michael Toporek, through his control of BP Peptides, LLC. Brookstone Acquisition Partners XXI Corporation owns 81% of BP Peptides, LLC. Mr. Toporek owns approximately 30% of Brookstone Acquisition Partners XXI Corporation.
2. Includes a warrant to purchase up to 6,322 shares of Common Stock issued to Brookstone Partners IAC, Inc., the investment manager of BP Peptides, LLC which is controlled by Matthew Lipman and Michael Toporek.
/s/ Michael Toporek07/24/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)