Family trust tied to Fold (FLD) director buys 10,000 common shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Fold Holdings, Inc. director Young Bracebridge H Jr reported an open-market purchase linked to his family trust. The Bracebridge H. Young, Jr. 1999 Family Trust bought 10,000 shares of common stock at a weighted-average price of $1.0303 per share, with individual trade prices ranging from $0.975 to $1.07. After this transaction, the trust’s indirect holdings increased to 50,100 shares. The filing also shows a separate direct holding entry of 189,787 shares of common stock, reported as a position rather than a new trade.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 10,000 shares ($10,303)
Net Buy
2 txns
Insider
Young Bracebridge H Jr
Role
null
Bought
10,000 shs ($10K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock | 10,000 | $1.0303 | $10K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 50,100 shares (Indirect, By 1999 Family Trust);
Common Stock — 189,787 shares (Direct, null)
Footnotes (1)
- Represents a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $0.975 to $1.07, 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. 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: 10,000 shares
Weighted-average price: $1.0303 per share
Price range: $0.975 to $1.07
+3 more
6 metrics
Open-market purchase
10,000 shares
Common Stock bought by 1999 Family Trust
Weighted-average price
$1.0303 per share
Open-market purchase on 2026-05-27
Price range
$0.975 to $1.07
Individual trade prices within the purchase
Indirect holdings after trade
50,100 shares
Held by 1999 Family Trust after purchase
Direct holdings reported
189,787 shares
Director’s direct common stock holding entry
Net insider-related share change
10,000 shares (net-buy)
Summary of buy/sell activity in this Form 4
Key Terms
weighted-average price, open-market purchase, indirect ownership, irrevocable trust, +1 more
5 terms
weighted-average price financial
"Represents a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $0.975 to $1.07"
open-market purchase financial
"transaction_action": "open-market purchase""
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.
indirect ownership financial
""ownership_type": "indirect""
irrevocable trust financial
"the 1999 Family Trust, an irrevocable trust for which the Reporting Person serves as an investment advisor"
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.
beneficiaries financial
"of which the Reporting Person's immediate family members are beneficiaries"
Beneficiaries are the people or organizations designated to receive benefits, such as money or assets, from a financial arrangement like a trust, insurance policy, or retirement plan. They matter to investors because choosing the right beneficiaries ensures that assets are passed on according to their wishes, providing financial security or support to loved ones when needed. Think of beneficiaries as the intended recipients of a gift or inheritance.
FAQ
What insider transaction did Fold Holdings (FLD) disclose in this Form 4?
Fold Holdings reported an open-market purchase linked to a family trust. The Bracebridge H. Young, Jr. 1999 Family Trust acquired 10,000 shares of common stock, reflecting additional insider-related exposure to FLD shares through indirect ownership.
What are the indirect holdings in Fold Holdings (FLD) after this Form 4 transaction?
After the reported purchase, the Bracebridge H. Young, Jr. 1999 Family Trust holds 50,100 shares of Fold Holdings common stock indirectly. The trust is an irrevocable vehicle for the reporting person’s immediate family members, with the director serving as investment advisor.
What direct Fold Holdings (FLD) position does the director report on this Form 4?
The filing lists a direct holding of 189,787 Fold Holdings common shares for Young Bracebridge H Jr. This entry is classified as a holding record rather than a new trade, showing an existing position in addition to the trust’s indirect stake.