Safeguard Acquisition ownership at 6.19% stake
Rhea-AI Filing Summary
Safeguard Acquisition Corp. has a significant shareholder reporting a passive stake. Harraden Circle Investments, LLC and its managing member, Frederick V. Fortmiller, Jr., together report beneficial ownership of 1,468,060 Class A shares, representing 6.19% of the class.
They report shared voting and dispositive power over all 1,468,060 shares and no sole power. The shares are held across several Harraden-managed funds, whose investors have the right to dividends and sale proceeds. This amendment reflects an internal reorganization effective June 30, 2026, removing former reporting persons who are no longer beneficial owners.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 1,468,060 shares
Percent of class: 6.19%
Shared voting power: 1,468,060 shares
+1 more
4 metrics
Shares beneficially owned
1,468,060 shares
Class A shares beneficially owned by Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr.
Percent of class
6.19%
Percentage of Safeguard Acquisition Corp. Class A shares beneficially owned
Shared voting power
1,468,060 shares
Shares over which the reporting persons have shared power to vote or direct the vote
Shared dispositive power
1,468,060 shares
Shares over which the reporting persons have shared power to dispose or direct disposition
Key Terms
beneficially owned, shared voting power, shared dispositive power, Investment Company Act of 1940, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: 1,468,060"
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.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
parent holding company financial
"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company"
FAQ
What ownership stake in SAC does Harraden Circle report?
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. report beneficial ownership of 1,468,060 Class A shares of Safeguard Acquisition Corp. This stake represents 6.19% of the outstanding Class A shares, giving them a notable but minority position.
Who are the reporting persons in the Safeguard Acquisition (SAC) Schedule 13G/A?
The reporting persons are Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr.. Harraden Circle acts as investment manager to several affiliated funds, while Mr. Fortmiller is the managing member exercising voting and dispositive power over the reported shares.
What change is reflected in this amended ownership filing for SAC?
This amendment reflects an internal reorganization effective June 30, 2026. It removes certain prior reporting persons who are no longer beneficial owners of the reported securities and changes the rule under which the report is filed as the remaining filers qualify for a different rule.
AI-generated analysis. How Rhea-AI works. Not financial advice.