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On 01 Aug 2025, Prime Medicine, Inc. (PRME) received a Form 4 from its largest outside shareholder group, ARCH Venture Partners. Affiliate ARCH Venture Fund XII, L.P. executed an open-market purchase of 3,030,300 common shares at $3.30 (Transaction Code P). The buy lifts that fund鈥檚 direct position to 6,230,300 shares. Two related funds鈥擜RCH Venture Fund X, L.P. and ARCH Venture Fund X Overage, L.P.鈥攅ach continue to hold 6,128,297 shares. Taken together, the ARCH funds now report indirect beneficial ownership of more than 18 million PRME shares, maintaining their status as a 10% owner.

No derivative securities were involved and no sales were reported. The filing is part of a joint submission; a separate Form 4 covers shares held personally by ARCH co-founder Robert Nelsen. The sizable purchase at a single-digit share price signals continued confidence and long-term support from a strategic life-science investor.

Prime Medicine (PRME) 鈥� Form 4 insider transaction filed 08/01/2025. ARCH Venture entities, collectively 10% owners, disclosed a purchase of 3,030,300 common shares at $3.30 per share (approx. $10.0 million). The buyer of record is ARCH Venture Fund XII, L.P.

Post-transaction indirect holdings stand at:

• ARCH Venture Fund X, L.P.: 6,128,297 shares (unchanged)
• ARCH Venture Fund X Overage, L.P.: 6,128,297 shares (unchanged)
• ARCH Venture Fund XII, L.P.: 6,230,300 shares (up from zero disclosed in this filing)

Total indirect ownership across the reporting group rises to roughly 18.5 million shares. The filing is one of two joint reports; Robert Nelsen is filing separately for his direct holdings.

Key take-away: A sizable open-market purchase by a long-term venture backer at a depressed price signals increased confidence in PRME鈥檚 prospects and tightens insider alignment with public shareholders.

Bloom Energy (BE) Q2 2025 10-Q highlights

Revenue grew 19% YoY to $401.2 m, led by a 31% jump in product sales; six-month revenue reached $727.3 m (+27%). Gross profit doubled to $107.1 m and gross margin expanded to 26.7% (20.4% prior-year). Operating loss narrowed to $3.5 m from $23.1 m, while net loss attributable to common stockholders improved to $42.6 m (鈥�$0.18/sh) versus $61.8 m (鈥�$0.27/sh).

Cash & equivalents were $574.8 m, down $228 m YTD, reflecting 鈥�$323.8 m operating cash outflow and 鈥�$21.4 m capex. Inventories rose 27% to $689.9 m; A/R climbed $131 m due to extended customer terms.

Total debt stood at $1.13 bn, dominated by 3.0% Green convertible notes maturing in 2028/29. In May, BE exchanged $112.8 m of 2.5% 2025 converts for new 2029 notes, cutting 2025 maturities to $2.2 m but booking a $32.3 m extinguishment loss. Interest expense for the quarter was $14.4 m.

Stockholders鈥� equity increased to $619.4 m as share count rose to 233.7 m through equity compensation and ESPP activity. Management states current liquidity is sufficient for at least the next 12 months.

Schedule 13G/A (Amendment 2) filed 31 Jul 2025 shows that four Canadian investment advisers linked to Scotiabank 鈥� 1832 Asset Management L.P., MD Financial Management Inc., Scotia McLeod (Scotia Capital Inc.) and Jarislowsky, Fraser Ltd 鈥� collectively owned 22,630,889 Brookfield Infrastructure Partners (BIP) LP units on 30 Jun 2025, equal to 4.90 % of the outstanding class.

Voting/dispositive authority is largely unilateral: sole power over 22,603,439 units and shared power over only 27,450 units. Individual stakes are: 1832 AM 15.45 m units (3.35 %), Scotia McLeod 7.15 m (1.55 %), MD Financial 25 k (0.01 %) and Jarislowsky Fraser 3.2 k (<0.01 %).

The group now certifies ownership of 5 % or less, indicating a position below the threshold that would otherwise trigger Schedule 13D obligations. The securities are held in the ordinary course of business with no intent to influence control.

Paradigm BioCapital Advisors LP, its general partner, founder Senai Asefaw, M.D., and Paradigm BioCapital International Fund Ltd. jointly filed a Schedule 13G reporting passive ownership of 1,128,613 Cidara Therapeutics (CDTX) common shares as of 23 Jul 2025.

This holding equals 5.6 % of the 20,163,696 shares outstanding (per the issuer鈥檚 25 Jun 2025 prospectus supplement), crossing the 5 % threshold that mandates disclosure. The Cayman-based Fund directly owns 994,177 shares (4.9 %), with the balance held in separately managed accounts advised by Paradigm. All shares are subject to sole voting and dispositive power; no shared power is reported.

The stake is filed under Rule 13d-1(c); the certification states the securities were not acquired to influence or change control. Signatures were executed on 30 Jul 2025 by authorized signatory David K. Kim. No additional agreements, transactions, or control intentions are disclosed.

Dimensional Fund Advisors LP (DFA) has filed a Schedule 13G indicating that, as of 30 June 2025, it beneficially owns 1,572,330 shares of Boston Omaha Corp ("BOC"), representing 5.1 % of the company鈥檚 outstanding common stock. The institutional investor reports sole voting power over 1,540,879 shares and sole dispositive power over the full 1,572,330-share position, with no shared voting or dispositive authority.

DFA, a Delaware limited partnership and SEC-registered investment adviser, explains that the shares are held across multiple mutual funds, commingled trusts and separate accounts for which it or its subsidiaries act as adviser or sub-adviser. While DFA may exercise voting and investment discretion, it expressly disclaims beneficial ownership in excess of the requirements of Section 13(d).

Crossing the 5 % ownership threshold triggers this disclosure and signals a modest increase in institutional ownership in BOC. Because DFA is predominantly a passive, quantitative manager, the filing does not suggest an activist agenda or an intention to influence control. Nevertheless, additional institutional sponsorship can enhance liquidity, broaden research coverage and potentially support the share price through index-related demand.

Key numeric details

• Date of event: 30 June 2025
• Shares owned: 1,572,330
• Percent of class: 5.1 %
• Sole voting power: 1,540,879
• Sole dispositive power: 1,572,330

Overall, the Schedule 13G is an informative but routine ownership disclosure that underscores growing passive interest in Boston Omaha without materially altering corporate governance or near-term strategy.

Prime Medicine, Inc. (PRME) has distributed a Definitive Proxy Statement (DEF 14A) ahead of a virtual special meeting on 1 Aug 2025. Stockholders of record as of 9 Jul 2025 (134.5 million shares outstanding) will vote on two items:

• Proposal 1 鈥� Option Repricing: one-time reduction of the exercise price on up to 8,285,387 outstanding stock options granted between Aug 2021 and Mar 2025 under the 2019 and 2022 equity plans. The options currently carry exercise prices of $2.52鈥�$18.22; they would be reset to the greater of $2.42 or the closing price on the approval date. Eligible holders include current employees, executive officers and non-employee directors who remain in service on the 鈥淩epricing Date鈥�. Shares affected:
• Non-executive employees: 3.90 million (avg. $9.14, 7.85 yrs remaining)
• Executive officers: 3.43 million (avg. $8.10, 7.70 yrs)
• Non-employee directors: 0.96 million (avg. $10.67, 8.38 yrs)
• Retention requirements: If an option is exercised or service terminates before the 鈥淩etention Date鈥� (12 months for employees; 18 months for executives/directors), the exercise price reverts to its original level. Certain events (sale of company, termination without cause, death/disability) preserve the repriced level.
• Proposal 2 鈥� Adjournment Authority: allows the meeting to be adjourned to solicit additional proxies if Proposal 1 lacks sufficient support.

Rationale. PRME鈥檚 share price fell from $9.39 (27 Feb 2024) to $1.15 (8 Apr 2025), leaving many options deeply out-of-the-money (up to 638 % above market). Management argues that repricing will restore retention and incentive value without issuing new equity or paying additional cash. The Compensation Committee reviewed alternatives (option exchange, cash raises, new grants) and concluded that repricing is the most cost-effective and least dilutive solution.

Governance & accounting. Repricing requires majority approval of votes cast. The action will be treated as a modification under ASC 718; PRME will record incremental non-cash compensation expense equal to the difference in fair value before and after repricing. No change to vesting schedules or option terms other than the exercise price adjustment.

Implications for investors. While the move does not increase total share count, it lowers potential cash proceeds from option exercises, increases GAAP compensation expense, and may be viewed as a reset of performance hurdles for insiders. Conversely, it may help retain key talent following recent restructuring and workforce reductions focused on PRME鈥檚 liver franchise.

Confluent, Inc. (CFLT) 鈥� Form 144 Notice of Proposed Sale

On 07/02/2025 an affiliate of Confluent filed a Form 144 indicating the intention to sell up to 242,501 common shares, representing roughly 0.07 % of the company鈥檚 340,389,876 shares outstanding. The planned broker is Morgan Stanley Smith Barney LLC, Executive Financial Services, New York. Based on the market price used in the filing, the prospective sale is valued at $6.23 million.

The shares were acquired the same day (07/02/2025) via a stock-option exercise, with cash used to cover the exercise price. The filer鈥攊dentified in prior sales data within the notice as Melanie Vinson鈥攈as sold stock in two prior transactions during the last three months: 13,937 shares on 05/22/2025 for $304,662.82 and 14,087 shares on 05/20/2025 for $307,476.95, together totaling 28,024 shares and $612,140 in gross proceeds.

Key takeaways for investors

• Form 144 filings announce a proposed鈥�not yet executed鈥攕ale; actual sales may differ.
• The number of shares is immaterial to the company鈥檚 float but notable for tracking insider sentiment.
• The stock-option exercise increases the share count by an equal amount, but the dilution impact is de-minimis at the company level.

While the filing signals insider intent to monetize holdings, the relatively small percentage of outstanding shares suggests limited direct market impact. No undisclosed adverse information was asserted by the filer, as required by Rule 144.