Form 4: Goldberg 2014 LLC and Affiliates Receive Pro-Rata Distribution of Amentum Holdings Shares

Goldberg 2014 LLC and related entities report receiving 1,132,839 shares of Amentum Holdings, Inc. common stock through a pro-rata distribution from Amentum Joint Venture LP.

Summary

• Goldberg 2014 LLC, along with several affiliated entities, filed a Form 4 with the SEC.
• The filing reports a transaction on May 8, 2025, where the entities received 1,132,839 shares of Amentum Holdings, Inc. (AMTM) common stock.
• This acquisition was a pro-rata distribution in-kind from Amentum Joint Venture LP to its partners, with no consideration paid.
• Following the transaction, the reporting persons indirectly beneficially own 45,026,743 shares.
• The reporting persons include Goldberg 2014 LLC, Goldberg 2020 LLC, LG GP Holding IV LLC, LG GP Holding V LLC, Lindsay Goldberg GP IV LLC, Lindsay Goldberg GP V LLC, and several Lindsay Goldberg IV and V related LPs.
• Mr. Goldberg is the Managing Member of Goldberg 2014 LLC and the Manager of Goldberg 2020 LLC.
• Goldberg 2014 LLC is the Active Member of LG GP Holding IV LLC, which is the managing member of Lindsay Goldberg GP IV LLC, which is the general partner of each of Lindsay Goldberg IV L.P., Lindsay Goldberg IV A L.P., Lindsay Goldberg IV PCF L.P., Lindsay Goldberg Co-Inv. IV L.P. and Lindsay Goldberg Employee Co-Inv. IV L.P.
• Goldberg 2020 LLC is the Manager of LG GP Holding V LLC, which is the managing member of Lindsay Goldberg GP V LLC, which is the general partner of each of Lindsay Goldberg V L.P. and Lindsay Goldberg Maverick Co-Inv. L.P.
• Each of Lindsay Goldberg GP IV LLC and Lindsay Goldberg GP V LLC are the general partners of LG Co-Inv. A LP.
• Each of the LG Fund IV Partnerships, the LG Fund V Partnerships and LG Co-Inv. A LP are members of LG Amentum Holdings GP LLC, which is the general partner of LG Amentum Holdings LP.
• Each of the Reporting Persons other than LG Amentum Holdings LP may be deemed to share beneficial ownership of the Common Shares directly held by LG Amentum Holdings LP.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing, indicating a neutral sentiment. It reports a pro-rata distribution of shares, which is neither inherently positive nor negative.

Positives

• The pro-rata distribution suggests a continued involvement and alignment of interests between Amentum Joint Venture LP and its partners, including Goldberg 2014 LLC and its affiliates.

Industry Context

Form 4 filings are standard practice for reporting changes in beneficial ownership by company insiders and significant shareholders, providing transparency to the market.

Stakeholder Impact

• The pro-rata distribution may have a minor impact on shareholders, depending on the overall ownership structure and trading activity following the distribution.

Key Dates

Keywords

Amentum Holdings, Goldberg 2014 LLC, Form 4, Beneficial Ownership, Pro-rata Distribution, Shares, AMTM