SCHEDULE: Thomas Satterfield Jr. Boosts Alico Stake to 6.4%

Thomas A. Satterfield, Jr. has reported an increased beneficial ownership of 6.4% in Alico, Inc. common stock as of December 31, 2025.

Summary

• Thomas A. Satterfield, Jr. reported beneficial ownership of 486,836 shares of Alico, Inc. common stock as of December 31, 2025.
• This ownership represents 6.4% of Alico, Inc.'s common stock, based on 7,656,646 shares outstanding as of January 30, 2026.
• Mr. Satterfield holds sole voting and dispositive power over 45,836 shares.
• He holds shared voting and dispositive power over 441,000 shares.
• Shares are held through various entities and individuals, including 76,000 shares by Tomsat Investment & Trading Co., Inc. (controlled by Mr. Satterfield), 200,000 shares by Caldwell Mill Opportunity Fund, LLC (managed by an entity where Mr. Satterfield owns 50% and serves as Chief Investment Manager), and 89,000 shares by A.G. Family L.P. (managed by a general partner controlled by Mr. Satterfield).
• Mr. Satterfield also has limited powers of attorney for voting and disposition over shares held by several individuals and trusts, including Thomas A. Satterfield, Sr. (25,000 shares), John and Angela Picton (5,000 shares), Christy Beard (2,000 shares), Paula and Gene Colley (4,000 shares), Glenna and Jessee Colley (5,000 shares), Parker Little Trust (500 shares), Lola Little Trust (500 shares), Jeanette S. Kaiser (21,000 shares), Richard W. Kaiser (6,000 shares), Henry Beck (4,000 shares), Alexandria Pontikes Flannery (500 shares), Camille Pontikes Richards (500 shares), and Parker Satterfield (2,000 shares).
• The filing certifies that the securities were not acquired or held for the purpose of changing or influencing the control of Alico, Inc.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as increased beneficial ownership by a significant individual often indicates confidence in the company's value, though it is a routine disclosure.

Positives

• Increased beneficial ownership by a key individual like Thomas A. Satterfield, Jr. can signal confidence in the company's long-term value and prospects.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

StockSavvy.ai notes that increased beneficial ownership by an individual like Thomas A. Satterfield, Jr. often signals confidence in the company's long-term prospects, especially when it involves shared voting and dispositive power across various entities and individuals. This type of filing is a routine disclosure for significant shareholders, providing transparency into major ownership stakes.

Comparison to Industry Standards

• A 6.4% beneficial ownership stake is a significant position for an individual investor in a publicly traded company, indicating a substantial commitment to Alico, Inc.'s equity.
• While not directly comparable to operational performance benchmarks, such a stake is often viewed positively by the market as it aligns the interests of a major shareholder with those of the company's long-term success.

Related Party Transactions

• 76,000 shares are held by Tomsat Investment & Trading Co., Inc., a corporation controlled by Mr. Satterfield, where he serves as President.
• 200,000 shares are held by Caldwell Mill Opportunity Fund, LLC, which is managed by an entity where Mr. Satterfield owns a 50% interest and serves as Chief Investment Manager.
• 89,000 shares are held by A.G. Family L.P., a partnership managed by a general partner controlled by Mr. Satterfield.
• Mr. Satterfield has limited powers of attorney for voting and disposition purposes with respect to shares held by various individuals and trusts, including family members (e.g., Thomas A. Satterfield, Sr., Jeanette S. Kaiser, Richard W. Kaiser, Parker Satterfield) and other associated parties.

Stakeholder Impact

• Shareholders may perceive this increased beneficial ownership as a positive indicator of insider confidence in Alico, Inc.'s future performance and value.

Key Dates

Recommendation

The filing indicates a significant beneficial ownership stake by Thomas A. Satterfield, Jr., suggesting confidence in Alico, Inc. from a key individual. While not a performance report, such insider accumulation can be a positive indicator for long-term investors, supporting a 'hold' recommendation.

Keywords

Alico Inc., Common Stock, Beneficial Ownership, Schedule 13G, Insider Ownership, Institutional Ownership, Shareholder Disclosure