Jones family disclosed as 10% Katapult owner

Rhea-AI Filing Summary

Katapult Holdings, Inc. (KPLT) reports that William Allan Jones, Janie P. Jones, Jones CapitalCorp LLC, and the 1999 Janie Jones Family Trust are each classified as ten percent owners, with ownership in Katapult’s Class A Common Stock held indirectly through Jones CapitalCorp LLC and the 1999 Janie P. Jones Family Trust.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Jones William Allan, Jones Janie P., Jones Capitalcorp, LLC, 1999 Janie Jones Family Trust

Role 10% Owner | 10% Owner | 10% Owner | 10% Owner

Type	Security	Shares	Price	Value
holding	Class A Common Stock F1	--	--	--
holding	Class A Common Stock F2	--	--	--

Holdings After Transaction: Class A Common Stock — 18,502,578 shares (Indirect, See footnote)

Footnotes (2)

1. F1. Shares of issuer common stock ("Common Stock") held directly by Jones CapitalCorp LLC ("Jones CapitalCorp") and indirectly by the reporting person, as President and 50% member of Jones CapitalCorp, and the reporting person's spouse, as 50% member of Jones CapitalCorp.
2. F2. Shares of Common Stock held directly by The 1999 Janie P. Jones Family Trust (the "Trust") and indirectly by the reporting person as trustee of the Trust.

Key Terms

ten percent owner, indirectly, Family Trust, trustee

4 terms

ten percent owner regulatory

""is_ten_percent_owner": 1"

indirectly financial

"held directly by Jones CapitalCorp LLC ("Jones CapitalCorp") and indirectly by the reporting person"

Family Trust financial

"Shares of Common Stock held directly by The 1999 Janie P. Jones Family Trust"

trustee financial

"and indirectly by the reporting person as trustee of the Trust"

A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

Who are the ten percent owners of Katapult Holdings, Inc. (KPLT) reported in this Form 3?

The Form 3 lists William Allan Jones, Janie P. Jones, Jones CapitalCorp LLC, and the 1999 Janie Jones Family Trust as ten percent owners of Katapult Holdings, Inc. (KPLT). These reporting persons collectively indicate significant beneficial ownership in Katapult’s Class A Common Stock.

How is Jones CapitalCorp LLC related to Katapult Holdings, Inc. (KPLT) ownership?

Jones CapitalCorp LLC directly holds shares of Katapult’s Common Stock, while William Allan Jones, as President and 50% member, and his spouse, as 50% member, indirectly hold those shares. This structure concentrates beneficial ownership through the LLC entity tied to the Jones family.

What role does the 1999 Janie P. Jones Family Trust play in KPLT ownership?

The 1999 Janie P. Jones Family Trust directly holds shares of Katapult Common Stock, and the reporting person is the trustee. This means the reporting person indirectly holds the shares through the Trust, which is recognized as a ten percent owner of KPLT.

Is the ownership of Katapult (KPLT) by the Jones family direct or indirect?

The Jones family’s reported ownership is primarily indirect. Shares are held directly by Jones CapitalCorp LLC and the 1999 Janie P. Jones Family Trust, and indirectly by William Allan Jones and Janie P. Jones through their roles and interests in these entities.

Does this Form 3 for KPLT report any recent share purchases or sales?

The Form 3 describes holdings rather than specific purchases or sales, with transaction entries categorized as holdings and no transaction codes indicating buys or sells. It focuses on reporting the existing indirect ownership through Jones CapitalCorp LLC and the 1999 Janie P. Jones Family Trust.

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

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Accepted by SEC EDGAR 08/20/2026 - 06:01 AM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED 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^*

Jones William Allan

(Last) (First) (Middle)

201 KEITH ST SW, STE 80

(Street)

CLEVELAND TENNESSEE 37311

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
08/11/2026

3. Issuer Name and Ticker or Trading Symbol
Katapult Holdings, Inc. [ KPLT ]

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)

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

6. Individual or Joint/Group Filing (Check Applicable Line)

	Form filed by One Reporting Person
X	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)
Class A Common Stock	17,860,847	I	See footnote(1)
Class A Common Stock	641,731	I	See footnote(2)

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 Exercisable	Expiration Date	Title	Amount or Number of Shares

1. Name and Address of Reporting Person^*

Jones William Allan

(Last) (First) (Middle)

201 KEITH ST SW, STE 80

(Street)

CLEVELAND TENNESSEE 37311

(City) (State) (Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Jones Janie P.

(Last) (First) (Middle)

201 KEITH ST SW, STE 80

(Street)

CLEVELAND TENNESSEE 37311

(City) (State) (Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Jones Capitalcorp, LLC

(Last) (First) (Middle)

201 KEITH ST SW, STE 80

(Street)

CLEVELAND TENNESSEE 37311

(City) (State) (Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

1999 Janie Jones Family Trust

(Last) (First) (Middle)

201 KEITH ST SW, STE 80

(Street)

CLEVELAND TENNESSEE 37311

(City) (State) (Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

Explanation of Responses:

1. Shares of issuer common stock ("Common Stock") held directly by Jones CapitalCorp LLC ("Jones CapitalCorp") and indirectly by the reporting person, as President and 50% member of Jones CapitalCorp, and the reporting person's spouse, as 50% member of Jones CapitalCorp.

2. Shares of Common Stock held directly by The 1999 Janie P. Jones Family Trust (the "Trust") and indirectly by the reporting person as trustee of the Trust.

	/s/ W. Allan Jones	08/19/2026
	/s/ Janie P. Jones	08/19/2026
	Jones CapitalCorp LLC By: /s/ W. Allan Jones Title: President	08/19/2026
	The 1999 Janie P. Jones Family Trust By: /s/ W. Allan Jones Title: Trustee	08/19/2026
	** Signature of Reporting Person	Date
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)