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Context Capital Management, LLC and related parties report beneficial ownership of Plum Acquisition Corp IV Class A ordinary shares on a Schedule 13G. The reporting persons collectively report beneficial ownership of 597,999 Class A shares, representing 5.6% of the class, based on 10,702,490 Class A shares outstanding as of July 9, 2026.
All 597,999 shares are reported with shared voting and dispositive power and no sole power for any reporting person. Context Capital Management, LLC is the general partner and investment adviser of Context Partners Master Fund, L.P., and Michael S. Rosen, William D. Fertig, and Charles E. Carnegie are control persons of the LLC. The filers state they are filing jointly but not as members of a group and each disclaims beneficial ownership except to the extent of any pecuniary interest.
Key Figures
Shares beneficially owned:597,999 Class A ordinary sharesOwnership percentage:5.6%Shares outstanding baseline:10,702,490 Class A ordinary shares+2 more
5 metrics
Shares beneficially owned597,999 Class A ordinary sharesClass A ordinary shares of Plum Acquisition Corp IV beneficially owned by the reporting persons
Ownership percentage5.6%Percentage of Plum Acquisition Corp IV Class A ordinary shares beneficially owned by the reporting persons
Shares outstanding baseline10,702,490 Class A ordinary sharesShares outstanding as of July 9, 2026, as reported by the issuer in a Form 8-K
Shared voting power597,999 sharesNumber of shares over which each reporting person has shared voting power
Shared dispositive power597,999 sharesNumber of shares over which each reporting person has shared dispositive power
"Each reporting person also disclaims beneficial ownership of the securities reported"
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.
shared voting powerfinancial
"Shared Voting Power 597,999.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive powerfinancial
"Shared Dispositive Power 597,999.00"
Rule 13d-3regulatory
"beneficial owner, as defined in Rule 13d-3 under the Act"
Rule 13d-3 defines who is treated as the beneficial owner of a company’s shares for U.S. securities disclosure rules — essentially anyone who has the power to vote or direct how shares are voted, or the power to buy or sell them, even if they don’t hold the certificates. For investors this matters because crossing certain ownership thresholds triggers public filing and disclosure obligations and signals potential control or influence, much like having the keys to a car implies you can drive it even if it’s registered to someone else.
Schedule 13Gregulatory
"The reporting persons are filing this jointly, but not as members of a group"
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.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What percentage of Plum Acquisition Corp IV (PLMK) does Context Capital report owning?
Context Capital and related reporting persons report beneficial ownership of 5.6% of Plum Acquisition Corp IV’s Class A ordinary shares, based on 10,702,490 shares outstanding as of July 9, 2026 as disclosed by the issuer.
How many Plum Acquisition Corp IV (PLMK) shares are reported on this Schedule 13G?
The reporting persons disclose beneficial ownership of 597,999 Class A ordinary shares of Plum Acquisition Corp IV. These shares are held with shared voting and dispositive power and no sole voting or dispositive power for any reporting person.
Who are the reporting persons on the Plum Acquisition Corp IV (PLMK) Schedule 13G?
The Schedule 13G lists Context Capital Management, LLC, Context Partners Master Fund, L.P., and individuals Michael S. Rosen, William D. Fertig, and Charles E. Carnegie as reporting persons for the 597,999 Class A shares.
What voting and dispositive powers are reported over PLMK shares on this Schedule 13G?
The filing states 0 shares with sole voting or dispositive power and 597,999 shares with shared voting and shared dispositive power for each reporting person, reflecting their collective control over those Class A ordinary shares.
How did the reporting persons calculate their 5.6% stake in Plum Acquisition Corp IV (PLMK)?
The 5.6% ownership is calculated using 597,999 Class A shares held by the reporting persons and 10,702,490 Class A shares outstanding as of July 9, 2026, as reported by Plum Acquisition Corp IV in a Form 8-K filed July 16, 2026.
Do the reporting persons claim group status in this Plum Acquisition Corp IV (PLMK) Schedule 13G?
The filing states the reporting persons are filing jointly but not as members of a group. Each reporting person also disclaims beneficial ownership of the securities except to the extent of that person’s pecuniary interest.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Plum Acquisition Corp, IV
(Name of Issuer)
Class A ordinary shares, par value $0.0001 per share
(Title of Class of Securities)
G7134A104
(CUSIP Number)
07/16/2026
(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
CUSIP Number(s):
G7134A104
1
Names of Reporting Persons
Context Capital Management, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
597,999.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
597,999.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
597,999.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.6 %
12
Type of Reporting Person (See Instructions)
IA, OO
SCHEDULE 13G
CUSIP Number(s):
G7134A104
1
Names of Reporting Persons
Michael S. Rosen
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
597,999.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
597,999.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
597,999.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.6 %
12
Type of Reporting Person (See Instructions)
HC, IN
SCHEDULE 13G
CUSIP Number(s):
G7134A104
1
Names of Reporting Persons
William D. Fertig
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
597,999.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
597,999.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
597,999.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.6 %
12
Type of Reporting Person (See Instructions)
HC, IN
SCHEDULE 13G
CUSIP Number(s):
G7134A104
1
Names of Reporting Persons
Charles E. Carnegie
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
597,999.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
597,999.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
597,999.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.6 %
12
Type of Reporting Person (See Instructions)
HC, IN
SCHEDULE 13G
CUSIP Number(s):
G7134A104
1
Names of Reporting Persons
Context Partners Master Fund, L.P.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
CAYMAN ISLANDS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
597,999.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
597,999.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
597,999.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.6 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Plum Acquisition Corp, IV
(b)
Address of issuer's principal executive offices:
2021 FILLMORE ST. #2089, SAN FRANCISCO, CALIFORNIA, 94115.
Item 2.
(a)
Name of person filing:
Context Capital Management, LLC ("LLC")
Michael S. Rosen ("Rosen")
William D. Fertig ("Fertig")
Charles E. Carnegie ("Carnegie")
Context Partners Master Fund, L.P. ("LP")
LLC is the general partner and investment adviser of LP. Rosen, Fertig and Carnegie are the control persons of LLC. The reporting persons are filing this Schedule 13G jointly, but not as members of a group, and each disclaims membership in a group. Each reporting person also disclaims beneficial ownership of the securities reported in this Schedule 13G, except to the extent of that person?s pecuniary interest therein. In addition, the filing of this Schedule 13G on behalf of LP should not be construed as an admission that it is, and it disclaims that it is, a beneficial owner, as defined in Rule 13d-3 under the Act, of any of the securities covered by this Schedule 13G.
(b)
Address or principal business office or, if none, residence:
Context Capital Management, LLC
7724 Girard Avenue
Suite 300
La Jolla, CA 92037
(c)
Citizenship:
See cover page for each reporting person.
(d)
Title of class of securities:
Class A ordinary shares, par value $0.0001 per share
(e)
CUSIP Number(s):
G7134A104
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
See items 5-9 and 11 of the cover page for each reporting person.
(b)
Percent of class:
See items 5-9 and 11 of the cover page for each reporting person.
The Class A Ordinary shares beneficially owned by the Reporting Persons reported in this Schedule 13G consists of 597,999 Class A Ordinary shares held by the Reporting Persons. The percentages reported in the Schedule 13G are based on 10,702,490 Class A Ordinary shares outstanding as of July 9, 2026, as reported by the Issuer in a current report on Form 8-K filed on July 16, 2026.
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
See items 5-9 and 11 of the cover page for each reporting person.
(ii) Shared power to vote or to direct the vote:
See items 5-9 and 11 of the cover page for each reporting person.
(iii) Sole power to dispose or to direct the disposition of:
See items 5-9 and 11 of the cover page for each reporting person.
(iv) Shared power to dispose or to direct the disposition of:
See items 5-9 and 11 of the cover page for each reporting person.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
