Fold director-linked trust buys 8,500 FLD shares
Fold Holdings, Inc. director Bracebridge H. Young Jr. reported an open-market purchase of Common Stock through an affiliated trust.
Rhea-AI Filing Summary
Fold Holdings, Inc. director Bracebridge H. Young Jr. reported an open-market purchase of Common Stock through an affiliated trust. The Bracebridge H. Young Jr. 1999 Family Trust bought 8,500 shares at a weighted-average price of $1.2414 per share, with individual trades between $1.22 and $1.29. After this transaction, the trust holds 40,100 shares of Fold Holdings common stock indirectly. A separate entry shows Young with 189,787 shares held directly, recorded as a holdings line without a new transaction.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 8,500 shares
Net Buy
2 txns
Insider
Young Bracebridge H Jr
Role
Director
Bought
8,500 shs ($11K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock | 8,500 | $1.2414 | $11K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 40,100 shares (Indirect, By 1999 Family Trust);
Common Stock — 189,787 shares (Direct)
Footnotes (2)
- F1. Represents a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $1.22 to $1.29, inclusive. For all transactions reported in this Form 4 utilizing a weighted-average price, the Reporting Person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
- F2. The shares are held of record by the Bracebridge H. Young, Jr. 1999 Family Trust (the "1999 Family Trust"), an irrevocable trust for which the Reporting Person serves as an investment advisor, and of which the Reporting Person's immediate family members are beneficiaries.
Key Figures
Open-market purchase: 8,500 shares
Weighted-average purchase price: $1.2414 per share
Purchase price range: $1.22–$1.29 per share
+3 more
6 metrics
Open-market purchase
8,500 shares
Common Stock bought by 1999 Family Trust
Weighted-average purchase price
$1.2414 per share
For 8,500-share acquisition
Purchase price range
$1.22–$1.29 per share
Range of prices in multiple trades
Indirect holdings after trade
40,100 shares
Held by Bracebridge H. Young Jr. 1999 Family Trust
Direct holdings
189,787 shares
Common Stock held directly by reporting person
Net insider share change
8,500 shares (net buy)
Net buy/sell direction from transaction summary
Key Terms
open-market purchase, weighted-average price, irrevocable trust
3 terms
open-market purchase financial
"The Bracebridge H. Young Jr. 1999 Family Trust bought 8,500 shares at a weighted-average price of $1.2414 per share."
An open-market purchase is when an investor or a company buys shares on a public stock exchange at the going market price, rather than through a private deal. It matters to investors because these purchases change how many shares are available, can push the stock price up or signal confidence from large buyers, and often affect per-share metrics like earnings—think of it like someone buying lots of apples off a grocery shelf, reducing supply and potentially raising the price.
weighted-average price financial
"These shares were purchased in multiple transactions at prices ranging from $1.22 to $1.29, inclusive."
Weighted-average price is the average of multiple prices where each price is counted according to its size or importance—larger trades carry more weight than smaller ones, like averaging course grades by credit hours. It matters to investors because it gives a more realistic picture of the true price paid or received, helping assess trade execution, compare performance, calculate cost basis, and value positions more accurately than a simple average.
irrevocable trust financial
"an irrevocable trust for which the Reporting Person serves as an investment advisor, and of which the Reporting Person's immediate family members are beneficiaries."
An irrevocable trust is a legal arrangement where an owner transfers assets into a separate entity managed by a trustee and gives up the power to modify or reclaim those assets. For investors it matters because putting stock or other holdings into such a trust can change who controls and benefits from the assets, affect taxes and creditor protection, and influence how easy it is to sell or value those holdings—like placing valuables in a locked safe overseen by someone else.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Fold Holdings (FLD) report on this Form 4?
Fold Holdings (FLD) reported that a family trust associated with director Bracebridge H. Young Jr. bought 8,500 common shares. The purchase was an open-market transaction recorded at a weighted-average price of $1.2414 per share across multiple trades.
What is Bracebridge H. Young Jr.’s direct ownership in Fold Holdings (FLD)?
The Form 4 shows Bracebridge H. Young Jr. with 189,787 Fold Holdings common shares held directly. This line is reported as a holdings entry, indicating his direct position, and is separate from the 40,100 shares held indirectly through the 1999 Family Trust.
AI-generated analysis. How Rhea-AI works. Not financial advice.
