STOCK TITAN

Jeffrey Forbes reports 7.71% stake in Public Policy Holding Company (PPHC)

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Public Policy Holding Company, Inc. reporting person Jeffrey Alan Forbes disclosed beneficial ownership of 2,235,558 shares of common stock, representing 7.71% of the class. The filing states 28,928,777 shares outstanding as of March 23, 2026 (proxy on Schedule 14A). The ownership figure includes 4,806 stock options and 3,470 restricted stock units that have vested or will vest within 60 days, and reflects rights to acquire 7,556 shares within 60 days.

Positive

  • None.

Negative

  • None.

Insights

Disclosure shows a single investor holding a meaningful minority stake.

The filing lists 2,235,558 shares beneficially owned by Jeffrey Alan Forbes, equal to 7.71% of the outstanding common stock reported as of March 23, 2026. The position counts vested-or-soon-to-vest equity awards and near-term acquisition rights.

Holder voting and disposition powers are reported as sole (no shared powers). Subsequent filings or Schedule 13D would be the vehicle for changes in intent or plans; current disclosures record ownership, not a change in corporate control.

Schedule 13G provides a passive beneficial ownership snapshot under SEC rules.

The statement attributes sole voting and sole dispositive power over the disclosed shares to the reporting person and notes equity awards that vest within 60 days. The filing references a proxy statement as the source for the outstanding share count.

Material follow-ups to watch for would be any amendment that changes ownership percentage or indicates active intent; timing or transactions are not described here.

Beneficial ownership 2,235,558 shares Amount beneficially owned reported by Jeffrey Alan Forbes
Percent of class 7.71% Percent of class as reported in Item 4(b)
Shares outstanding 28,928,777 shares Outstanding shares used for calculation as of <date>March 23, 2026</date>
Stock options included 4,806 options Options vested or vesting within 60 days included in beneficial ownership
Restricted stock units included 3,470 RSUs RSUs vested or vesting within 60 days included in beneficial ownership
Near-term acquisition rights 7,556 shares Shares not currently issued but rights to acquire within 60 days included in calculation
Beneficial ownership regulatory
"Amount beneficially owned: 2235558 (b) Percent of class: 7.71 %"
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.
Restricted stock units financial
"includes 4,806 stock options and 3,470 restricted stock units"
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.
Schedule 13G regulatory
"form_type: SCHEDULE 13G"
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.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 2235558"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

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

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FAQ

What stake in PPHC does Jeffrey Alan Forbes report?

He reports beneficial ownership of 2,235,558 shares, equal to 7.71% of the class based on the filing's calculation using the stated outstanding share count.

What outstanding share count did the filing use to calculate percent ownership?

The filing uses 28,928,777 shares outstanding as of March 23, 2026, cited from the company's proxy statement on Schedule 14A filed April 17, 2026.

Do the reported holdings include options or restricted stock units (RSUs)?

Yes. The amount includes 4,806 stock options and 3,470 RSUs that have vested or will vest within 60 days, which are counted in the beneficial ownership total.

Are there additional shares the reporting person can acquire soon?

The filing notes the reporting person has the right to acquire 7,556 shares not currently issued and outstanding within 60 days, and these are included in the ownership calculation.

What voting and dispositive powers are reported?

The filing reports sole voting power of 2,235,558 shares and sole dispositive power of 2,235,558 shares, with 0 shared voting or dispositive power.





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




Comment for Type of Reporting Person: Beneficial ownership for Jeffrey Alan Forbes includes 4,806 stock options and 3,470 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) 7,556 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



Jeffrey Alan Forbes
Signature:/s/ Jeffrey Alan Forbes
Name/Title:Jeffrey Alan Forbes
Date:05/15/2026