AG真人官方

Concentrix Corporation (CNXC) 鈥� Form 144 key points

An affiliate of Concentrix has filed a Form 144 indicating an intent to sell up to 300,000 common shares. With 63,025,120 shares outstanding, the proposed sale represents roughly 0.48 % of the public float. The block is valued at $18.15 million (about $60.50 per share) and is slated to be executed through Goldman Sachs & Co. LLC on or around 8 July 2025 on the NASD market.

The seller acquired the shares on 25 September 2023 as consideration in a merger or acquisition, split into two lots of 150,000 shares. In addition, the filing discloses that the same parties have already disposed of 300,000 shares during the past three months through eleven separate trades, generating gross proceeds of approximately $16.63 million.

Form 144 notices signal the intention鈥攂ut not the obligation鈥攖o sell. Nevertheless, the disclosure can create near-term selling pressure and provides investors with visibility into insider disposition activity. The form contains no operating results, guidance, or other financial metrics.

Schedule 13G Overview: The joint filing discloses that Kanen Wealth Management LLC, its managing member David L. Kanen, and two affiliated investment vehicles鈥�Philotimo Fund LP and Philotimo Focused Growth & Income Fund (PHLOX)鈥攃ollectively own 381,805 shares of AYTU BioPharma, Inc. (AYTU) common stock, representing approximately 6.2 % of the 6,170,246 shares outstanding as of 1 May 2025.

The ownership is split as follows: Philotimo Fund holds 255,810 shares (4.1 %), PHLOX holds 125,995 shares (2.0 %), while Kanen Wealth Management and Mr. Kanen are deemed to beneficially own the aggregate total by virtue of their control positions. All voting and dispositive powers are reported as shared; no individual entity has sole authority over the shares. The filing is made pursuant to Rule 13d-1(c), indicating a passive investment intent. Certifications clarify the securities were not acquired to influence or change control of the issuer.

Investor take-aways: 1) A single concentrated investment adviser has crossed the 5 % threshold, adding a noteworthy institutional holder to AYTU鈥檚 register. 2) Although passive, the group鈥檚 stake could still provide support for future capital raises or governance matters given AYTU鈥檚 relatively small float. 3) No new purchase price, cost basis, or transactional timeline beyond the 14 May 2025 鈥渆vent date鈥� is disclosed, limiting insight into buying momentum.

MGIC Investment Corp. (MTG) 鈥� Form 4 insider transaction

President & COO Salvatore A. Miosi disclosed the sale of 30,000 shares of common stock on 01-Jul-2025 at a weighted-average price of $28.152 per share, generating roughly $0.84 million in proceeds. The disposition was executed under a Rule 10b5-1 trading plan adopted on 06-Mar-2025, indicating the sale was pre-scheduled and not necessarily driven by near-term information.

After the transaction, Miosi directly owns 279,401.361 shares and indirectly controls 384,844 shares via a family trust, maintaining a sizable equity stake. No derivative security activity was reported, and the filing contains no references to earnings, major corporate events, or strategic changes.

The filing primarily records a routine adjustment to the executive鈥檚 equity exposure; in isolation, it is unlikely to materially affect the company鈥檚 fundamental outlook.

Form 4 Overview 鈥� Torrid Holdings Inc. (CURV)

On June 30, 2025 Sycamore Partners Torrid, L.L.C. and its affiliated investment vehicles (collectively, 鈥淪ycamore鈥�) filed a Form 4 reporting a significant change in their beneficial ownership of Torrid Holdings common stock. The filing covers transactions executed on June 26, 2025.

• Total shares disposed: 15,680,908.
• Disposition breakdown: (i) 9,650,000 shares sold to the public in a registered secondary offering, and (ii) 6,030,908 shares repurchased directly by the issuer in a privately-negotiated buyback.
• Price: $3.31625 per share (net of underwriting discount) for both legs of the transaction.
• Remaining ownership: 58,295,694 common shares are still reported as beneficially owned by Sycamore.
• Reporting persons: Seven Sycamore-related entities and Mr. Stefan Kaluzny (managing partner) jointly filed; each remains a >10 % owner and disclaims beneficial ownership beyond pecuniary interest.

No derivative securities were reported. The transaction code 鈥淪鈥� confirms it was a sale of non-derivative equity.

Key takeaways for investors

• Sycamore reduced its stake by roughly 15.7 million shares but still retains a sizeable holding, potentially keeping meaningful influence over the company.
• The simultaneous issuer share repurchase offsets part of the public float increase and may signal Board approval of capital return at the stated price.
• The $3.31 transaction price provides an observable valuation reference for recent large-block trades.

Concentrix (Nasdaq: CNXC) filed an 8-K (Item 2.02) announcing it has released fiscal Q2 2025 results for the quarter ended May 31 2025. The company furnished, but did not file, a press release (Exhibit 99.1) containing the detailed financial statements and commentary. No numerical data, guidance, or strategic commentary is included in the 8-K text itself. The disclosure is strictly limited to the existence of the press release and therefore carries limited information for investors without referencing Exhibit 99.1. The filing reconfirms that the information is considered "furnished," not "filed," preserving safe-harbor protections.