STOCK TITAN

NewHold Investment Corp IV (NHIV) insiders report 7.15M-share, 26.02% stake

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

NewHold Industrial Technology IV, LLC, together with managing members Kevin Charlton and Samy Hammad, reports beneficial ownership of 7,148,333 ordinary shares of NewHold Investment Corp IV, representing 26.02% of the company’s Class A ordinary shares on an as-converted basis. This position consists of 6,708,333 Class B ordinary shares that are convertible into Class A shares with no expiration date and 440,000 Class A ordinary shares underlying private units. The ownership calculation is based on a total of 27,474,583 ordinary shares, including Class A shares issued in the initial public offering and founder and private unit shares. An additional 146,667 Class A shares that could be issued upon exercise of private-unit warrants are excluded because the warrants are not presently exercisable.

Positive

  • None.

Negative

  • None.
Beneficial ownership 7,148,333 shares Ordinary shares beneficially owned by the reporting persons
Ownership percentage 26.02% Percentage of NewHold Investment Corp IV ordinary shares
Convertible Class B shares 6,708,333 shares Class B ordinary shares convertible into Class A with no expiration date
Class A shares via private units 440,000 shares Class A ordinary shares underlying private units held by the reporting person
Total shares for ownership calculation 27,474,583 shares Share count used to compute the 26.02% ownership
IPO Class A shares 20,125,000 shares Class A ordinary shares issued in the initial public offering
BTIG private-unit shares 201,250 shares Class A ordinary shares underlying private units beneficially owned by BTIG, LLC
Excluded warrant shares 146,667 shares Potential Class A shares from private-unit warrants not presently exercisable
beneficial ownership financial
"the beneficial owner of any securities covered by this schedule"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Class B ordinary shares financial
"6,708,333 Class B ordinary shares of the Issuer that are convertible"
Class B ordinary shares are a type of ownership stake in a company that typically come with different voting rights or privileges compared to other share classes. For investors, they represent a way to hold part of the company’s value and influence its decisions, often with fewer voting rights than Class A shares. Understanding these shares helps investors assess their level of control and potential returns within a company.
private units financial
"shares of Class A ordinary shares of the Issuer underlying the private units"
Schedule 13G regulatory
"the beneficial owner of any securities covered by this schedule held"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
CUSIP financial
"CUSIP Number(s): G6486G107"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

FAQ

How many NHIV shares do the reporting persons beneficially own?

The reporting persons beneficially own 7,148,333 ordinary shares of NewHold Investment Corp IV. This includes 6,708,333 Class B founder shares convertible into Class A shares and 440,000 Class A shares underlying private units.

What percentage of NewHold Investment Corp IV (NHIV) does this 13G filing represent?

The reported holdings represent 26.02% of NewHold Investment Corp IV’s ordinary shares. This percentage is calculated based on a total of 27,474,583 shares outstanding, including IPO Class A shares, founder shares and specified private-unit shares.

Who are the reporting persons in the NHIV Schedule 13G?

The reporting persons are NewHold Industrial Technology IV, LLC, Kevin Charlton, and Samy Hammad. Charlton and Hammad are managing members of the LLC and hold voting and investment discretion over the ordinary shares held by the LLC.

How is the 7,148,333-share NHIV position composed?

The position consists of 6,708,333 Class B ordinary shares convertible into Class A shares and 440,000 Class A ordinary shares underlying private units. The Class B shares have no expiration date on their convertibility into Class A shares.

Are any additional NHIV shares excluded from the beneficial ownership calculation?

Yes. The filing excludes 146,667 Class A ordinary shares that may be issued upon exercise of warrants underlying private units. These warrants are not presently exercisable, so the related shares are not counted as beneficially owned.

What total share count for NHIV is used to compute the 26.02% ownership?

The 26.02% ownership is based on 27,474,583 shares, including 20,125,000 Class A shares from the IPO, 6,708,333 Class B founder shares, 440,000 Class A shares from private units held by the reporting person, and 201,250 Class A shares from BTIG, LLC private units.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates





G6486G107

(CUSIP Number)
04/14/2026

(Date of Event Which Requires Filing of this Statement)


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)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: (1) The shares reported above represent (i) 6,708,333 Class B ordinary shares of the Issuer that are convertible into Class A ordinary shares of the Issuer and have no expiration date, as described under the heading "Description of Securities--Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-293559) and (ii) 440,000 shares of Class A ordinary shares of the Issuer. NewHold Industrial Technology IV, LLC is the record holder of the shares of Class A ordinary shares and Class B ordinary shares reported under Item 6 hereof. Samy Hammad and Kevin Charlton are the managing members of NewHold Industrial Technology IV, LLC and hold voting and investment discretion with respect to the ordinary shares held of record by NewHold Industrial Technology IV, LLC. Accordingly, Samy Hammad and Kevin Charlton may be deemed to have or share beneficial ownership of the ordinary shares held directly by NewHold Industrial Technology IV, LLC. (2) Excludes 146,667 Class A ordinary shares of the Issuer which may be issued upon the exercise of warrants underlying the private units held by NewHold Industrial Technology IV, LLC that are not presently exercisable. (3) The percentage set forth in Row 11 of this Cover Page is based on 27,474,583, which consists of (i) 20,125,000 Class A ordinary shares of the Issuer issued in the Issuer's initial public offering, (ii) 6,708,333 Class B ordinary shares of the Issuer issued to NewHold Industrial Technology IV, LLC, (iii) the 440,000 shares of Class A ordinary shares of the Issuer underlying the private units beneficially owned by the Reporting Person as set forth in Row 9, and (iv) the 201,250 shares of Class A ordinary shares of the Issuer underlying the private units beneficially owned by BTIG, LLC.


SCHEDULE 13G




Comment for Type of Reporting Person: (1) The shares reported above represent (i) 6,708,333 Class B ordinary shares of the Issuer that are convertible into Class A ordinary shares of the Issuer and have no expiration date, as described under the heading "Description of Securities--Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-293559) and (ii) 440,000 shares of Class A ordinary shares of the Issuer. NewHold Industrial Technology IV, LLC is the record holder of the shares of Class A ordinary shares and Class B ordinary shares reported under Item 6 hereof. Samy Hammad and Kevin Charlton are the managing members of NewHold Industrial Technology IV, LLC and hold voting and investment discretion with respect to the ordinary shares held of record by NewHold Industrial Technology IV, LLC. Accordingly, Samy Hammad and Kevin Charlton may be deemed to have or share beneficial ownership of the ordinary shares held directly by NewHold Industrial Technology IV, LLC. (2) Excludes 146,667 Class A ordinary shares of the Issuer which may be issued upon the exercise of warrants underlying the private units held by NewHold Industrial Technology IV, LLC that are not presently exercisable. (3) The percentage set forth in Row 11 of this Cover Page is based on 27,474,583, which consists of (i) 20,125,000 Class A ordinary shares of the Issuer issued in the Issuer's initial public offering, (ii) 6,708,333 Class B ordinary shares of the Issuer issued to NewHold Industrial Technology IV, LLC, (iii) the 440,000 shares of Class A ordinary shares of the Issuer underlying the private units beneficially owned by the Reporting Person as set forth in Row 9, and (iv) the 201,250 shares of Class A ordinary shares of the Issuer underlying the private units beneficially owned by BTIG, LLC.


SCHEDULE 13G




Comment for Type of Reporting Person: (1) The shares reported above represent (i) 6,708,333 Class B ordinary shares of the Issuer that are convertible into Class A ordinary shares of the Issuer and have no expiration date, as described under the heading "Description of Securities--Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-293559) and (ii) 440,000 shares of Class A ordinary shares of the Issuer. NewHold Industrial Technology IV, LLC is the record holder of the shares of Class A ordinary shares and Class B ordinary shares reported under Item 6 hereof. Samy Hammad and Kevin Charlton are the managing members of NewHold Industrial Technology IV, LLC and hold voting and investment discretion with respect to the ordinary shares held of record by NewHold Industrial Technology IV, LLC. Accordingly, Samy Hammad and Kevin Charlton may be deemed to have or share beneficial ownership of the ordinary shares held directly by NewHold Industrial Technology IV, LLC. (2) Excludes 146,667 Class A ordinary shares of the Issuer which may be issued upon the exercise of warrants underlying the private units held by NewHold Industrial Technology IV, LLC that are not presently exercisable. (3) The percentage set forth in Row 11 of this Cover Page is based on 27,474,583, which consists of (i) 20,125,000 Class A ordinary shares of the Issuer issued in the Issuer's initial public offering, (ii) 6,708,333 Class B ordinary shares of the Issuer issued to NewHold Industrial Technology IV, LLC, (iii) the 440,000 shares of Class A ordinary shares of the Issuer underlying the private units beneficially owned by the Reporting Person as set forth in Row 9, and (iv) the 201,250 shares of Class A ordinary shares of the Issuer underlying the private units beneficially owned by BTIG, LLC.


SCHEDULE 13G



NewHold Industrial Technology IV, LLC
Signature:/s/ Kevin Charlton
Name/Title:Kevin Charlton, Managing Member
Date:08/14/2026
Kevin Charlton
Signature:/s/ Kevin Charlton
Name/Title:Kevin Charlton
Date:08/14/2026
Samy Hammad
Signature:/s/ Samy Hammad
Name/Title:Samy Hammad
Date:08/14/2026
Exhibit Information

99.1 Joint Filing Agreement among the Reporting Persons regarding filing of Schedule 13G, dated August 14, 2026.