STOCK TITAN

General Fusion Group Ltd. (GFUZ) VP reports major option and earnout stakes

(Neutral)
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Ross M. Donaldson, Senior VP, Technology Development at General Fusion Group Ltd., reports direct holdings of common shares, stock options and earnout awards. He owns 791 common shares plus options over large blocks, including 386,903 shares at $0.5300 and 174,439 shares at $8.9500, with expirations from 2027 through 2036. Some options are fully vested; others and related earnout options vest quarterly, and earnout classes convert into common shares only if the volume weighted average price reaches $15.00, $20.00 and $25.00 for 20 of 30 trading days on or before July 10, 2031.

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Insider Donaldson Ross M.
Role Senior VP, Technology Developm
Type Security Shares Price Value
holding Stock Option (right to buy) F1 -- -- --
holding Stock Option (right to buy) F1 -- -- --
holding Stock Option (right to buy) F1 -- -- --
holding Stock Option (right to buy) F1 -- -- --
holding Stock Option (right to buy) F2 -- -- --
holding Stock Option (right to buy) F2 -- -- --
holding Stock Option (right to buy) F3 -- -- --
holding Stock Option (right to buy) F4 -- -- --
holding Earnout Options (right to buy) F1, F5 -- -- --
holding Earnout Options (right to buy) F1, F5 -- -- --
holding Earnout Options (right to buy) F1, F5 -- -- --
holding Earnout Options (right to buy) F2, F5 -- -- --
holding Earnout Options (right to buy) F1, F5 -- -- --
holding Earnout Options (right to buy) F3, F5 -- -- --
holding Earnout Options (right to buy) F4, F5 -- -- --
holding Earnout Shares F5 -- -- --
holding Common Shares -- -- --
Holdings After Transaction: Stock Option (right to buy) — 596,331 shares (Direct); Earnout Options (right to buy) — 124,231 shares (Direct); Earnout Shares — 162 shares (Direct); Common Shares — 791 shares (Direct)
Footnotes (5)
  1. F1. Fully vested.
  2. F2. These options vested as to 25% of the underlying shares on the first anniversary of the original date of grant by General Fusion Inc. (the "Legacy Company"), or in the case of Earnout Options, the first anniversary of the original date of grant of the associated option award, with the remaining shares vesting in 12 substantially equal quarterly installments thereafter. All underlying shares that vested prior to the closing of the Legacy Company's business combination with Spring Valley Acquisition Corp. III (the "Business Combination") remained vested following their exchange for options of General Fusion Group Ltd. (the "Company"), and the Earnout Options associated with each option award retained the vesting history of the associated option award.
  3. F3. These options vested as to 50% of the underlying shares on the original date of grant by the Legacy Company, or in the case of Earnout Options, the first anniversary of the original date of grant of the associated option award, with the remaining shares vesting in 12 substantially equal quarterly installments thereafter. All underlying shares that vested prior to the closing of the Business Combination remained vested following their exchange for options of the Company, and the Earnout Options associated with each option award retained the vesting history of the associated option award.
  4. F4. These options vest as to 25% of the underlying shares on the first anniversary of the original date of grant by the Legacy Company, or in the case of Earnout Options, the first anniversary of the original date of grant of the associated option award, with the remaining shares vesting in 12 substantially equal quarterly installments thereafter.
  5. F5. Earnout Shares, including the Earnout Shares underlying the Earnout Options, consist of a substantially equal number of Class A Earnout Shares, Class B Earnout Shares, and Class C Earnout Shares, which will automatically convert into common shares of the Company if, on or before July 10, 2031, the volume weighted average price of the Company's common shares equals or exceeds each of $15.00, $20.00 and $25.00, respectively, for any 20 trading days within any period of 30 consecutive trading days.
Direct common shares 791 shares Common Shares held directly by Ross M. Donaldson as of 2026-07-10
Largest option block 386,903 shares at $0.5300 Underlying Common Shares for stock option expiring 2035-08-06
Second-largest option block 174,439 shares at $8.9500 Underlying Common Shares for stock option expiring 2036-05-27
Earnout option block 80,604 Earnout Shares at $0.0100 Underlying Earnout Shares for earnout options expiring 2031-07-10
Direct Earnout Shares 162 shares Earnout Shares that may convert into common shares by 2031-07-10
Earnout VWAP hurdles $15.00, $20.00, $25.00 Share-price targets for automatic Earnout Share conversion if met by July 10, 2031
Earnout Options (right to buy) financial
"Security title listed as Earnout Options (right to buy) with $0.0100 exercise price"
Earnout Shares financial
"Earnout Shares automatically convert into common shares if VWAP targets are met"
Earnout shares are company stock promised to sellers as part of an acquisition that only becomes payable if the acquired business hits agreed future performance targets, like revenue or profit goals. They matter to investors because they can increase the number of shares outstanding (dilution), tie seller incentives to future success, and create uncertainty about the actual cost of the deal and future ownership unless the performance conditions are clearly understood.
volume weighted average price financial
"Conversion depends on the volume weighted average price of common shares reaching targets"
The volume weighted average price (VWAP) is a way to measure the average price of a security, such as a stock, over a specific period, taking into account how many units were traded at each price. It’s similar to calculating the average cost of items bought when some are more frequently purchased than others. Investors use VWAP to assess whether a security is being bought or sold at a fair price during trading.
Business Combination financial
"Options remained vested following their exchange after the Business Combination closing"
A business combination happens when two or more companies join together to operate as one, like two friends merging their teams into a single group. This is important because it can change how companies grow, compete, and make money, often making them bigger and more powerful in the market.
substantially equal quarterly installments financial
"Remaining shares vest in 12 substantially equal quarterly installments after initial vesting"

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FAQ

Who is the insider reporting holdings in GFUZ on this Form 3?

The filer is Ross M. Donaldson, who serves as Senior VP, Technology Development at General Fusion Group Ltd. He reports direct ownership of common shares, stock options and various earnout-related equity awards in the company.

How many GFUZ common shares does Ross M. Donaldson own directly?

Ross M. Donaldson directly owns 791 common shares of General Fusion Group Ltd. In addition to these shares, he holds several series of stock options and earnout-related instruments that provide rights to acquire further common shares under specified conditions.

What are the largest stock option positions Ross M. Donaldson reports in GFUZ?

Donaldson reports options over 386,903 common shares at $0.5300 per share and another block over 174,439 shares at $8.9500, among other grants. These options have expiration dates ranging from 2027 through 2036 and are held directly.

How do the GFUZ earnout options and Earnout Shares reported by Donaldson work?

He holds Earnout Options and Earnout Shares that can convert into common shares. Conversion depends on the common-share volume weighted average price reaching $15.00, $20.00 and $25.00 for 20 of 30 trading days on or before July 10, 2031.

What vesting schedules apply to Ross M. Donaldson’s GFUZ options?

Some options are noted as fully vested, while others vest 25% or 50% initially with remaining shares vesting in 12 substantially equal quarterly installments. These schedules reflect original grants by the legacy company and carried over after the business combination.

What are the price hurdles tied to GFUZ Earnout Shares in Donaldson’s holdings?

The Earnout Shares, including those underlying earnout options, automatically convert into common shares only if VWAP targets of $15.00, $20.00 and $25.00 are each met for 20 of 30 trading days on or before July 10, 2031.
SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
Donaldson Ross M.

(Last)(First)(Middle)
6020 RUSS BAKER WAY

(Street)
RICHMONDV7B 1B4

(City)(State)(Zip)

BRITISH COLUMBIA, CANADA

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
07/10/2026
3. Issuer Name and Ticker or Trading Symbol
General Fusion Group Ltd. [ GFUZ ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Senior VP, Technology Developm
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Shares791D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Option (right to buy) (1)12/04/2029Common Shares2,138$2.06D
Stock Option (right to buy) (1)09/11/2027Common Shares3,776$2.27D
Stock Option (right to buy) (1)04/13/2031Common Shares15,392$6.67D
Stock Option (right to buy) (1)12/22/2031Common Shares1,711$6.67D
Stock Option (right to buy) (2)08/01/2033Common Shares6,841$5.5D
Stock Option (right to buy) (2)09/11/2034Common Shares5,131$5.44D
Stock Option (right to buy) (3)08/06/2035Common Shares386,903$0.53D
Stock Option (right to buy) (4)05/27/2036Common Shares174,439$8.95D
Earnout Options (right to buy) (1)(5)12/04/2029Earnout Shares445$0.01D
Earnout Options (right to buy) (1)(5)09/11/2027Earnout Shares786$0.01D
Earnout Options (right to buy) (1)(5)04/13/2031Earnout Shares3,206$0.01D
Earnout Options (right to buy) (2)(5)07/10/2031Earnout Shares2,493$0.01D
Earnout Options (right to buy) (1)(5)07/10/2031Earnout Shares356$0.01D
Earnout Options (right to buy) (3)(5)07/10/2031Earnout Shares80,604$0.01D
Earnout Options (right to buy) (4)(5)07/10/2031Earnout Shares36,341$0.01D
Earnout Shares (5)07/10/2031Common Shares162(5)D
Explanation of Responses:
1. Fully vested.
2. These options vested as to 25% of the underlying shares on the first anniversary of the original date of grant by General Fusion Inc. (the "Legacy Company"), or in the case of Earnout Options, the first anniversary of the original date of grant of the associated option award, with the remaining shares vesting in 12 substantially equal quarterly installments thereafter. All underlying shares that vested prior to the closing of the Legacy Company's business combination with Spring Valley Acquisition Corp. III (the "Business Combination") remained vested following their exchange for options of General Fusion Group Ltd. (the "Company"), and the Earnout Options associated with each option award retained the vesting history of the associated option award.
3. These options vested as to 50% of the underlying shares on the original date of grant by the Legacy Company, or in the case of Earnout Options, the first anniversary of the original date of grant of the associated option award, with the remaining shares vesting in 12 substantially equal quarterly installments thereafter. All underlying shares that vested prior to the closing of the Business Combination remained vested following their exchange for options of the Company, and the Earnout Options associated with each option award retained the vesting history of the associated option award.
4. These options vest as to 25% of the underlying shares on the first anniversary of the original date of grant by the Legacy Company, or in the case of Earnout Options, the first anniversary of the original date of grant of the associated option award, with the remaining shares vesting in 12 substantially equal quarterly installments thereafter.
5. Earnout Shares, including the Earnout Shares underlying the Earnout Options, consist of a substantially equal number of Class A Earnout Shares, Class B Earnout Shares, and Class C Earnout Shares, which will automatically convert into common shares of the Company if, on or before July 10, 2031, the volume weighted average price of the Company's common shares equals or exceeds each of $15.00, $20.00 and $25.00, respectively, for any 20 trading days within any period of 30 consecutive trading days.
Remarks:
Exhibit List: Exhibit 24-Power of Attorney
/s/ Griffin D. Foster, as attorney-in-fact for Ross M. Donaldson07/20/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)