SCHEDULE: DG Capital Management Discloses 5.2% Stake in Anterix

DG Capital Management and Dov Gertzulin have disclosed a passive 5.2% beneficial ownership stake in Anterix Inc., totaling 975,739 shares.

Summary

• DG Capital Management, LLC and Dov Gertzulin reported beneficial ownership of 975,739 shares of Anterix Inc. Common Stock.
• This represents 5.2% of Anterix Inc.'s outstanding common stock.
• The ownership includes shares held by private investment funds and separately managed accounts managed by DG Capital Management, LLC, plus shares acquirable through options.
• The filing indicates a passive investment, not for the purpose of changing or influencing control of the issuer.
• The percentage is calculated based on 18,695,874 shares outstanding as of June 18, 2025, as reported in Anterix Inc.'s Form 10-K filed on June 24, 2025, plus exercisable options.

Sentiment

Score: 6

Explanation: The filing indicates a significant passive investment by DG Capital Management, LLC and Dov Gertzulin in Anterix Inc., which can be viewed as a vote of confidence. However, it is a standard ownership disclosure and does not contain operational or financial performance updates from the issuer.

Positives

• A significant investment firm, DG Capital Management, LLC, has taken a 5.2% beneficial ownership stake in Anterix Inc.
• The investment is stated to be for ordinary course of business, indicating a passive, long-term interest rather than an activist stance.

Negatives

• No specific negative information regarding Anterix Inc.'s performance or outlook is contained within this ownership disclosure.

Risks

• The Reporting Persons disclaim beneficial ownership of the reported shares except to the extent of their pecuniary interest, if any.

Future Outlook

No forward-looking statements or guidance from Anterix Inc. are provided in this ownership disclosure.

Management Comments

• No notable quotes or paraphrased statements from Anterix Inc. management are included in this filing.

Industry Context

This Schedule 13G filing primarily concerns a change in beneficial ownership by an investment firm and does not provide broader industry trend analysis or competitive insights.

Comparison to Industry Standards

• This filing is a disclosure of beneficial ownership and does not contain information suitable for comparison to industry standards regarding company performance or operational results.

Management Changes

Corporate Governance

Legal Proceedings

• No litigation or regulatory matters concerning Anterix Inc. are disclosed in this filing.

Related Party Transactions

• No related party dealings concerning Anterix Inc. are disclosed in this filing.

Stakeholder Impact

• Shareholders: Existing shareholders may view the disclosure of a significant passive stake by an investment firm as a positive signal, potentially increasing investor confidence.

Next Steps

• No specific future actions, events, or milestones for Anterix Inc. are mentioned in this beneficial ownership filing.

Key Dates

Recommendation

The filing indicates a new significant passive stake by DG Capital Management, LLC and Dov Gertzulin in Anterix Inc. While this suggests institutional interest and potential confidence in the company, the Schedule 13G itself does not provide financial performance data or strategic updates from Anterix Inc. to warrant a stronger recommendation. Investors should consider this ownership disclosure as a data point and conduct further due diligence on Anterix Inc.'s fundamentals and market position.

Keywords

Anterix Inc., ANTX, DG Capital Management, Dov Gertzulin, Schedule 13G, beneficial ownership, common stock, investment, passive stake