New ZOOZ Strategy (ZOOZ) director discloses direct and indirect stakes
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
ZOOZ Strategy Ltd. director Todd S. Thomson filed an initial statement of beneficial ownership. He reports holding 846,154 Ordinary Shares directly. In addition, 100,000 Ordinary Shares are held indirectly through Headwaters Capital LLC, over which he has sole voting and dispositive power. A separate award of restricted stock units is disclosed, each representing one Ordinary Share that fully vests on November 21, 2026, subject to his continuous service through that date.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
THOMSON TODD S
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Ordinary Shares | -- | -- | -- |
| holding | Ordinary Shares | -- | -- | -- |
Holdings After Transaction:
Ordinary Shares — 846,154 shares (Direct);
Ordinary Shares — 100,000 shares (Indirect, By Headwaters Capital LLC)
Footnotes (1)
- Represents restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one of the Issuer's ordinary shares. The RSUs fully vest on November 21, 2026, subject to the continuous Service (as defined in the Issuer's 2015 Incentive Compensation Plan) of the holder through the applicable vesting date. These securities are held directly by Headwaters Capital LLC. Mr. Thomson has sole voting and dispositive power over the shares held by Headwaters Capital LLC.
FAQ
What does the ZOOZ Strategy (ZOOZ) Form 3 filing show for Todd S. Thomson?
The Form 3 shows that director Todd S. Thomson initially reports ownership of ZOOZ Strategy shares. It lists both his direct holdings and shares held indirectly through Headwaters Capital LLC, giving investors a clear view of his starting equity position with the company.
What is the role of Headwaters Capital LLC in the ZOOZ (ZOOZ) Form 3 filing?
Headwaters Capital LLC holds 100,000 Ordinary Shares of ZOOZ Strategy. The filing states that Mr. Thomson has sole voting and dispositive power over these shares, meaning he controls how they are voted and when they may be sold or transferred.
Does the ZOOZ Strategy (ZOOZ) Form 3 include any restricted stock units (RSUs)?
Yes. The filing notes restricted stock units (RSUs), each equal to one Ordinary Share. These RSUs fully vest on November 21, 2026, provided Mr. Thomson maintains continuous service under the company’s 2015 Incentive Compensation Plan through that vesting date.
Is the ZOOZ (ZOOZ) Form 3 a record of trades or just current holdings?
This Form 3 functions as an initial ownership report, not a record of trades. It lists Mr. Thomson’s existing direct and indirect ZOOZ Strategy share positions and RSUs when he became a reportable insider, without indicating recent purchases or sales.
Why is the ZOOZ Strategy (ZOOZ) Form 3 important for investors?
The Form 3 discloses a new insider’s beneficial ownership in ZOOZ Strategy. Knowing how many shares a director controls, directly and through entities like Headwaters Capital LLC, helps investors understand insider alignment with shareholder interests at the outset.