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NewHold Investment Corp IV (NHIV) reported that John Anthony Boone, its Chief Financial Officer, has filed an initial statement of beneficial ownership on Form 3. The filing does not list any equity holdings or report any transactions in NHIV securities by Boone at this time.
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.
NewHold Investment Corp IV has a significant shareholder group led by LMR investment entities and individuals Ben Levine and Stefan Renold. As of June 30, 2026, funds managed by the LMR Investment Managers collectively beneficially owned 1,450,000 Class A ordinary shares, equal to 7.0% of the outstanding Class A ordinary shares, based on 20,766,250 shares outstanding as of May 29, 2026.
The shares are held through LMR Multi-Strategy Master Fund Limited and LMR CCSA Master Fund Ltd, each of which acquired 725,000 Units in NewHold Investment Corp IV’s IPO, with each Unit including one Class A ordinary share and one-third of one redeemable warrant. Each fund therefore holds 725,000 Class A ordinary shares and warrants to purchase 241,666 additional Class A ordinary shares at an exercise price of $11.50 per share, exercisable 30 days after completion of the issuer’s initial business combination and expiring five years after that business combination or earlier upon redemption or liquidation. The Reporting Persons share voting and dispositive power over the 1,450,000 shares and report no sole voting or dispositive power.
NewHold Investment Corp IV, a Cayman Islands SPAC, reported net income of $854,000 for the quarter and $816,000 for the six months ended June 30, 2026, driven mainly by $1,473,000 of interest income on funds in its trust and operating cash accounts, against general and administrative costs of $619,000 for the quarter.
Total assets were $204.3 million, including $202.7 million held in a Trust Account invested in U.S. government–backed money market funds, supporting 20,125,000 Class A ordinary shares subject to possible redemption at about $10.06 per share. Cash outside the trust was $1.33 million, with total current liabilities of $393,000 and deferred underwriting payable of $7.04 million, resulting in a shareholders’ deficit of $5.59 million. Management states available liquidity, including up to $250,000 per year of trust interest, is sufficient for at least one year while it seeks a business combination before the April 16, 2028 deadline.
AQR Capital Management, LLC, AQR Capital Management Holdings, LLC, and AQR Arbitrage, LLC report beneficial ownership of NewHold Investment Corp IV Class A ordinary shares included as part of its units. The group holds 1,219,750 units, representing 5.87% of the class as of June 30, 2026.
The AQR entities report no sole voting or dispositive power, and instead share voting and dispositive power over all 1,219,750 units. AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC, and AQR Arbitrage, LLC is deemed to be controlled by AQR Capital Management, LLC.
Adage Capital Management, L.P. and principals Robert Atchinson and Phillip Gross report beneficial ownership of Class A Ordinary Shares of NewHold Investment Corp IV. Through Adage Capital Partners, L.P., they report beneficial ownership of 1,575,000 Class A Ordinary Shares, representing 7.58% of this class. The percentage is based on 20,766,250 Class A Ordinary Shares outstanding as of May 29, 2026, as reported by the company. The Reporting Persons disclose shared voting and dispositive power over these shares and no sole voting or dispositive power.
NewHold Investment Corp reports that Chief Financial Officer Polly Schneck resigned effective July 22, 2026. The board of directors appointed John Boone as the new Chief Financial Officer, effective the same date.
The company states that Ms. Schneck’s resignation does not result from any disagreement regarding operations, policies, or practices and that she is leaving to pursue other professional opportunities. Mr. Boone brings over a decade of public equity investing experience plus private equity and investment banking roles, including positions at Unity Partners, Isomer Partners, Schonfeld Strategic Advisors, Scopia Capital Management, and Rothschild & Co. The company notes there are no appointment-related arrangements, no family relationships, and no related-party transactions requiring disclosure, and that Mr. Boone’s compensation arrangements are not yet finalized and will be disclosed if materially required.
NewHold Investment Corp IV filed an amended quarterly report for the period ended March 31, 2026, to correct typographical errors, with no material changes to previously reported information. The company is a Cayman Islands-based blank check company formed to complete a Business Combination.
As of March 31, 2026, it had total assets of $281,000, mainly $277,000 of deferred offering costs, current liabilities of $341,000 (including an $86,000 related-party loan), and a shareholder’s deficit of $60,000. The company recorded a quarterly net loss of $38,000, entirely from general and administrative expenses, and had no revenues or cash.
Subsequently, on April 16, 2026, NewHold completed its SPAC IPO, selling 20,125,000 units at $10.00 each and a concurrent private placement of 641,250 units at $10.00, with $201,250,000 placed in a U.S. trust account to fund a future Business Combination. About $1,544,500 remained outside the trust to cover ongoing operating and transaction costs, while sponsor support includes a $350,000 promissory note and potential working capital loans.