Director Daniel Tate reports 1.53M PPHC shares (PPHC) in Schedule 13G

Rhea-AI Filing Summary

Public Policy Holding Company, Inc. Schedule 13G reports that Daniel Clyde Tate, Jr. beneficially owns 1,525,893 shares of common stock, representing 5.3% of the class. The filing cites 28,928,777 shares outstanding as of March 23, 2026 reported in the issuer's proxy.

The reported position includes 4,806 stock options and 2,667 restricted stock units that have vested or will vest within 60 days, plus the right to acquire 7,473 shares within 60 days. The filing is signed by Mr. Tate and dated May 15, 2026.

Insights

Governance Analyst

Director-level ownership disclosed: 1.53M shares (5.3%).

The filing shows a beneficial ownership stake of 1,525,893 shares, equal to 5.3% of the outstanding common stock calculated using the proxy's 28,928,777 shares outstanding as of March 23, 2026.

Disclosure notes 4,806 options, 2,667 RSUs, and rights to acquire 7,473 shares within 60 days; these instruments are included in the beneficial count under Rule 13d-3. Subsequent filings would show any changes in holdings.

Equity Compensation Specialist

Vested/soon-to-vest awards contribute to the reported stake.

The statement that 4,806 stock options and 2,667 restricted stock units have vested or will vest within 60 days explains part of the beneficial ownership calculation under the cited rule.

For ownership impact, the 7,473-share acquisition right within 60 days is included in the percent; any exercises or issuances will be reported in future filings.

Key Figures

Beneficial ownership: 1,525,893 shares Percent of class: 5.3% Shares outstanding: 28,928,777 shares +3 more

6 metrics

Beneficial ownership 1,525,893 shares Amount beneficially owned reported on Schedule 13G

Percent of class 5.3% Percent of class calculated per filing

Shares outstanding 28,928,777 shares Shares outstanding as of <date>March 23, 2026</date> cited from issuer proxy

Stock options vested/vesting 4,806 options Options vested or will vest within 60 days included in calculation

Restricted stock units vested/vesting 2,667 RSUs RSUs vested or will vest within 60 days included in calculation

Shares right to acquire 7,473 shares Shares not currently outstanding but right to acquire within 60 days

Key Terms

beneficially owned, restricted stock units, Rule 13d-3

3 terms

beneficially owned regulatory

"Amount beneficially owned: 1525893"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

restricted stock units financial

"2,667 restricted stock units which have vested or will vest within 60 days"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Rule 13d-3 regulatory

"Pursuant to Rule 13d-3, the percentage ownership disclosed above is based on the sum of"

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.

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 Not now

Accepted by SEC EDGAR 05/15/2026 - 02:13 PM Learn about SEC filing dates

FAQ

What stake does Daniel Clyde Tate, Jr. report in PPHC?

Mr. Tate reports beneficial ownership of 1,525,893 shares, equal to 5.3% of the class. The percent is calculated using 28,928,777 shares outstanding as of March 23, 2026 per the issuer's proxy.

Do Mr. Tate's options and RSUs count toward the 5.3%?

Yes. The filing states 4,806 stock options and 2,667 restricted stock units have vested or will vest within 60 days and are included in the beneficial ownership calculation under Rule 13d-3.

What additional shares can Mr. Tate acquire within 60 days?

The filing discloses the right to acquire 7,473 shares within 60 days. Those shares are included in the percent computation cited in the Schedule 13G statement.

When was this Schedule 13G filed and signed?

The Schedule 13G is dated and signed by Daniel Clyde Tate, Jr. on May 15, 2026. The outstanding-share base cited is from the issuer's proxy as of March 23, 2026.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Public Policy Holding Company, Inc.

(Name of Issuer)

Common stock, par value $0.001

(Title of Class of Securities)

7444302084

(CUSIP Number)

03/31/2026

(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): 7444302084

1

Names of Reporting Persons

Daniel Clyde Tate, JR.

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 1,525,893.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,525,893.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,525,893.00

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)

5.3 %

12

Type of Reporting Person (See Instructions)

IN

Comment for Type of Reporting Person: Beneficial ownership for Daniel Clyde Tate, Jr. includes 4,806 stock options and 2,667 restricted stock units which have vested or will vest within 60 days. Pursuant to Rule 13d-3, the percentage ownership disclosed above is based on the sum of (x) 28,928,777 shares of common stock outstanding as of March 23, 2026, as reported by the issuer in its proxy statement on Schedule 14A, filed with the Commission on April 17, 2026, and (y) 7,473 shares not currently issued and outstanding, but which the reporting person has the right to acquire within 60 days of the the reporting date.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Public Policy Holding Company, Inc.
(b)	Address of issuer's principal executive offices: 800 North Capitol Street, NW, Suite 800, Washington, District of Columbia, 20002
Item 2.
(a)	Name of person filing: Daniel Clyde Tate, Jr.
(b)	Address or principal business office or, if none, residence: 777 6th Street, NW 8th Floor Washington, DC 20001
(c)	Citizenship: US
(d)	Title of class of securities: Common stock, par value $0.001
(e)	CUSIP Number(s): 7444302084
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: 1525893
(b)	Percent of class: 5.3 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1525893
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 1525893
	(iv) Shared power to dispose or to direct the disposition of: 0
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:
	Not Applicable

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.

Daniel Clyde Tate, JR.

Signature:	/s/Daniel Clyde Tate, Jr.
Name/Title:	Daniel Clyde Tate, Jr.
Date:	05/15/2026