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[SCHEDULE 13G/A] FLEXSTEEL INDUSTRIES INC SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Flexsteel Industries Inc. Schedule 13G/A discloses that Jeffrey T. Bertsch (personally and as trustee of the JTB Revocable Trust) reports beneficial ownership of 310,241 shares, representing 5.9% of the company's common stock. The filing states these shares carry sole voting and dispositive power and were reported following the dissolution of the Frank H. Bertsch Trust No. 2, which distributed a portion of its holdings to the JTB Revocable Trust so the terminated trust now holds 0 shares. The report certifies the holdings were not acquired to change or influence control and is signed by Mr. Bertsch as trustee on 10/08/2025.

Positive

  • Consolidated beneficial ownership increased clarity: 310,241 shares (5.9%) now held with sole voting/dispositive power
  • Terminated trust redistributed shares and now reports 0 shares, simplifying the ownership structure

Negative

  • None.

Insights

Beneficial ownership consolidation after trust dissolution; control stance unchanged.

The dissolution of the prior trust shifted shares into the JTB Revocable Trust, consolidating beneficial ownership of 310,241 shares with sole voting and disposition rights. That concentration reaches 5.9% of the class, a regulatory threshold that requires public reporting but does not itself imply control.

This filing includes a formal certification that the shares were not acquired to affect control. Watch near-term filings for any follow-up Schedule 13D or Form 4s that would indicate changes in intent or additional transactions within the next reporting cycle.

Minor but reportable ownership stake; limited direct market impact.

A 5.9% stake is material for disclosure but typically does not alter governance or strategy by itself. The filing clarifies voting and dispositive power are sole to Mr. Bertsch, which simplifies shareholder engagement logistics.

Investors may note the date of the transfer event (10/07/2025) and the signature on 10/08/2025; subsequent insider transaction filings would be the relevant item to monitor over the next weeks for changes in stake size or intent.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G




Comment for Type of Reporting Person: On October 7, 2025, the Frank H. Bertsch Trust, No. 2 dated January 25, 1974 (the "Terminated FHB Trust") was dissolved and a portion of the shares previously held by it were distributed to the Jeffrey T. Bertsch Amended and Restated Trust Agreement dated December 26, 1987 (the "JTB Revocable Trust"). As a result, the Terminated FHB Trust no longer beneficially owns any shares of the issuer's common stock. Each of the JTB Revocable Trust and Jeffrey T. Bertsch, who is trustee of the JTB Revocable Trust and has sole power to vote and dispose of the shares held by the JTB Revocable Trust, remains a beneficial owner of more than 5 percent of the class of securities.


SCHEDULE 13G



Jeffrey T. Bertsch Amended and Restated Trust Agreement dated December 26, 1987
Signature:/s/ Jeffrey T. Bertsch
Name/Title:Jeffrey T. Bertsch, Trustee
Date:10/08/2025
Jeffrey T. Bertsch
Signature:/s/ Jeffrey T. Bertsch
Name/Title:Jeffrey T. Bertsch
Date:10/08/2025
Frank H. Bertsch Trust, No. 2 dated January 25, 1974
Signature:/s/ Jeffrey T. Bertsch
Name/Title:Jeffrey T. Bertsch, Trustee
Date:10/08/2025
Signature:/s/ F. Brooks Bertsch
Name/Title:F. Brooks Bertsch, Trustee
Date:10/08/2025

FAQ

What stake in FLXS does Jeffrey T. Bertsch report?

He reports beneficial ownership of 310,241 shares, representing 5.9% of common stock.

Does this Schedule 13G/A indicate a change of control at Flexsteel (FLXS)?

No. The filing includes a certification that the shares were not acquired to change or influence control; it reports ownership only.

Why was the filing required on 10/07/2025?

Because the JTB Revocable Trust and Mr. Bertsch became beneficial owners above the 5% reporting threshold, requiring public disclosure.

What happened to the Frank H. Bertsch Trust No. 2 holdings?

The terminated trust was dissolved and a portion of its shares were distributed to the JTB Revocable Trust; the terminated trust now beneficially owns 0 shares.

Who has voting and dispositive power over these shares?

The filing states sole voting power and sole dispositive power for the reported 310,241 shares.
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199.95M
3.50M
30.33%
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0.99%
Furnishings, Fixtures & Appliances
Household Furniture
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United States
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