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  4. [Form 3] Live Oak Acquisition Corp. V Initial Statement of Beneficial Ownership

Harraden Circle group reports 3.45M LOKV Class A shares on Form 3

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Live Oak Acquisition Corp. V filed an initial statement of beneficial ownership showing that several Harraden Circle investment entities and Frederick Vincent Fortmiller Jr. are ten percent owners of the company.

The filing reports indirect ownership of 3,445,000 Class A shares, recorded as a holding entry rather than a new purchase or sale.

Positive

  • None.

Negative

  • None.
Insider Harraden Circle Investments, LLC, Harraden Circle Investors GP, LP, Harraden Circle Investors GP, LLC, Harraden Circle Investors, LP, Harraden Circle Special Opportunities, LP, Harraden Circle Strategic Investments, LP, Harraden Circle Concentrated, LP, Fortmiller Frederick Vincent Jr.
Role null | null | null | null | null | null | null | null
Type Security Shares Price Value
holding Class A -- -- --
Holdings After Transaction: Class A — 3,445,000 shares (Indirect, See Remarks)
Footnotes (1)
Indirect Class A shares 3,445,000 shares Indirectly owned following holding entry
Reporting persons 8 entities/individuals Harraden Circle entities and Frederick Vincent Fortmiller Jr.
Form type Form 3 Initial statement of beneficial ownership
Ten percent owners 8 designated Each reporting person marked as ten percent owner
ten percent owner financial
"each reporting person is marked as a ten percent owner"
indirect financial
"ownership_type is indirect and ownership_code is I for the holding"
Class A financial
"the security_title for the holding entry is Class A"
Class A denotes a specific group of a company’s shares that carry a particular set of rights—most commonly different voting power or dividend priority compared with other share classes. Think of it like different seats on a bus where some seats let you steer and others only ride: knowing whether a share is Class A tells investors how much influence they have over company decisions and how returns might be distributed, which affects control and value.
Form 3 regulatory
"the data represent a Form 3 initial statement of beneficial ownership"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
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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*
Harraden Circle Investments, LLC
(Last)(First)(Middle)
885 THIRD AVE.
SUITE 2600B
(Street)
NEW YORK NEW YORK 10022
(City)(State)(Zip)
UNITED STATES
(Country)		2. Date of Event Requiring Statement (Month/Day/Year)
06/02/2026		3. Issuer Name and Ticker or Trading Symbol
Live Oak Acquisition Corp. V [ LOKV ]
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)
DirectorX10% Owner
Officer (give title below)Other (specify below)
6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
XForm 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 A3,445,000ISee Remarks
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
1. Name and Address of Reporting Person*
Harraden Circle Investments, LLC
(Last)(First)(Middle)
885 THIRD AVE.
SUITE 2600B
(Street)
NEW YORK NEW YORK 10022
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Harraden Circle Investors GP, LP
(Last)(First)(Middle)
885 THIRD AVE.
SUITE 2600B
(Street)
NEW YORK NEW YORK 10022
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Harraden Circle Investors GP, LLC
(Last)(First)(Middle)
885 THIRD AVE.
SUITE 2600B
(Street)
NEW YORK NEW YORK 10022
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Harraden Circle Investors, LP
(Last)(First)(Middle)
885 THIRD AVE.
SUITE 2600B
(Street)
NEW YORK NEW YORK 10022
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Harraden Circle Special Opportunities, LP
(Last)(First)(Middle)
885 THIRD AVE.
SUITE 2600B
(Street)
NEW YORK NEW YORK 10022
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Harraden Circle Strategic Investments, LP
(Last)(First)(Middle)
885 THIRD AVE.
SUITE 2600B
(Street)
NEW YORK NEW YORK 10022
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Harraden Circle Concentrated, LP
(Last)(First)(Middle)
885 THIRD AVE.
SUITE 2600B
(Street)
NEW YORK NEW YORK 10022
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Fortmiller Frederick Vincent Jr.
(Last)(First)(Middle)
885 THIRD AVE.
SUITE 2600B
(Street)
NEW YORK NEW YORK 10022
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
Explanation of Responses:
Remarks:
These ordinary shares of the Issuer ("Shares") are directly owned by Harraden Circle Investors, LP ("Harraden Fund"); Harraden Circle Special Opportunities, LP; ("Harraden Special Op Fund"); Harraden Circle Strategic Investments, LP ("Harraden Strategic Fund"); and Harraden Circle Concentrated, LP ("Harraden Concentrated Fund"). Harraden Circle Investors GP, LP ("Harraden GP") is the general partner to Harraden Fund, Harraden Special Op Fund, Harraden Stratetic Fund, and Harraden Concentrated Fund, and Harraden Circle Investors GP, LLC ("Harraden LLC") is the general partner of Harraden GP. Harraden Circle Investments, LLC ("Harraden Adviser") serves as investment manager to Harraden Fund, Harraden Special Op Fund, Harraden Strategic Fund, Harraden Concentrated Fund. Frederick V. Fortmiller, Jr. ("Mr. Fortmiller") is the managing member of each of Harraden LLC and Harraden Adviser. Each of Harraden GP, Harraden LLC, Harraden Adviser, and Mr. Fortmiller disclaims beneficial ownership of the Shares reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of the Shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose.
HARRADEN CIRCLE INVESTMENTS, LLC, By: /s/ Frederick V. Fortmiller, Jr., Managing Member06/12/2026
HARRADEN CIRCLE INVESTORS GP, LP, By: HARRADEN CIRCLE INVESTORS GP, LLC, its general partner, By: /s/ Frederick V. Fortmiller, Jr., Title: Managing Member06/12/2026
HARRADEN CIRCLE INVESTORS GP, LLC, By: /s/ Frederick V. Fortmiller, Jr., Managing Member06/12/2026
HARRADEN CIRCLE INVESTORS, LP, By: HARRADEN CIRCLE INVESTORS GP, LP, its general partner, By: HARRADEN CIRCLE INVESTORS GP, LLC, its general partner, By: /s/ Frederick V. Fortmiller, Jr., Title: Managing Member06/12/2026
HARRADEN CIRCLE SPECIAL OPPORTUNITIES, LP, By: HARRADEN CIRCLE INVESTORS GP, LP, its general partner, By: HARRADEN CIRCLE INVESTORS GP, LLC, its general partner, By: /s/ Frederick V. Fortmiller, Jr., Title: Managing Member06/12/2026
HARRADEN CIRCLE STRATEGIC INVESTMENTS, LP, By: HARRADEN CIRCLE INVESTORS GP, LP, its general partner, By: HARRADEN CIRCLE INVESTORS GP, LLC, its general partner, By: /s/ Frederick V. Fortmiller, Jr., Title: Managing Member06/12/2026
HARRADEN CIRCLE CONCENTRATED, LP, By: HARRADEN CIRCLE INVESTORS GP, LP, its general partner, By: HARRADEN CIRCLE INVESTORS GP, LLC, its general partner, By: /s/ Frederick V. Fortmiller, Jr., Title: Managing Member06/12/2026
FREDERICK V. FORTMILLER, JR., /s/ Frederick V. Fortmiller, Jr.06/12/2026
** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What does the Live Oak Acquisition Corp. V (LOKV) Form 3 disclose?

The Form 3 discloses initial beneficial ownership in Live Oak Acquisition Corp. V. Several Harraden Circle entities and Frederick Vincent Fortmiller Jr. are reported as ten percent owners with an indirect holding of 3,445,000 Class A shares.

How many Live Oak (LOKV) shares are reported in this Form 3 filing?

The filing reports indirect ownership of 3,445,000 Class A shares of Live Oak Acquisition Corp. V. This reflects the reporting group’s existing position, not a new transaction, and is presented as a holding entry on the Form 3.

Who are the reporting persons in the Live Oak Acquisition Corp. V (LOKV) Form 3?

The reporting persons are multiple Harraden Circle entities and Frederick Vincent Fortmiller Jr. Each is identified as a ten percent owner, indicating significant beneficial ownership in Live Oak Acquisition Corp. V through indirect holdings of Class A shares.

Does the LOKV Form 3 show any recent insider buying or selling?

No recent insider buying or selling is shown in this Form 3. The entry is characterized as a holding, meaning it records existing indirect ownership of 3,445,000 Class A shares rather than reporting a new purchase or sale.

What type of security is reported in the Live Oak (LOKV) Form 3?

The Form 3 reports beneficial ownership of Class A shares of Live Oak Acquisition Corp. V. A total of 3,445,000 Class A shares are listed as indirectly owned by the reporting persons, reflecting their significant equity stake.

How is ownership characterized in the Live Oak Acquisition Corp. V (LOKV) Form 3?

Ownership is characterized as indirect, with the nature of ownership described by a remarks reference. The filing’s single holding entry shows 3,445,000 Class A shares indirectly owned by the reporting group, rather than directly held in an individual’s name.