Marathon Bancorp (MBBC) 401(k) Plan Trust Reports 216,071 Shares (7.32%)
Rhea-AI Filing Summary
Marathon Bancorp, Inc. reported a Schedule 13G/A filing showing the Marathon Bank 401(k) Plan Trust beneficially owns 216,071 shares of Common Stock, representing 7.32% of the class as of 06/30/2026. The trust reports shared voting and dispositive power over those shares. The filing is signed by the trustee's authorized representative on 07/01/2026.
Positive
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Negative
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Insights
Employee benefit plan reports a meaningful passive stake in issuer.
The Marathon Bank 401(k) Plan Trust is disclosed as beneficial owner of 216,071 shares or 7.32% of the common stock as of 06/30/2026. The filing identifies the trustee and records shared voting and dispositive power, consistent with plan trustee arrangements under ERISA.
Implications depend on trustee action; the stake is large enough to appear on ownership registers but the filing shows no single-party sole control. Subsequent filings would show any change in voting posture or sales.
Schedule 13G/A disclosure aligns with passive investor reporting requirements.
The schedule identifies the reporting person as an ERISA-covered employee benefit plan and provides the required ownership breakdown: 0 shares sole power, 216,071 shared power. The form type and signatory block follow standard amendment practice.
Filing mechanics are routine: the amendment updates holdings as of 06/30/2026 and is signed 07/01/2026. Monitor future amendments for changes in percent ownership or voting classification.