SCHEDULE: Barclays PLC Reduces Stake in Churchill Capital IX

Barclays PLC has reported a reduced beneficial ownership stake of 4.18% in Churchill Capital Corp IX, falling below the 5% threshold.

Summary

• Barclays PLC, a UK-based entity, filed an Amendment No. 2 to Schedule 13G regarding its beneficial ownership in Churchill Capital Corp IX.
• As of the event date of June 30, 2025, Barclays PLC beneficially owned 1,233,167 shares of Churchill Capital Corp IX's common stock.
• This ownership represents 4.18% of the class of securities, indicating a reduction to below the 5% reporting threshold.
• Barclays PLC holds sole voting power over 1,233,159 shares and shared voting power over 8 shares.
• Barclays PLC holds sole dispositive power over 1,233,159 shares and shared dispositive power over 8 shares.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: A Schedule 13G filing is a factual disclosure of beneficial ownership and does not inherently convey positive or negative sentiment regarding the issuer's performance or prospects. This amendment indicates a reduction in stake below 5%, which is a neutral to slightly negative signal depending on prior holdings, but not a strong indicator of sentiment.

Positives

• NA

Negatives

• NA

Risks

• NA

Future Outlook

NA

Management Comments

• Barclays PLC certifies that the securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 14a-11.

Industry Context

This filing is a routine disclosure of beneficial ownership by a large financial institution, Barclays PLC, in a special purpose acquisition company (SPAC), Churchill Capital Corp IX. Such disclosures are common for institutional investors managing diverse portfolios.

Comparison to Industry Standards

• NA

Stakeholder Impact

• Shareholders of Churchill Capital Corp IX are informed of a change in the beneficial ownership stake held by Barclays PLC, indicating a reduction in their holding to below 5%.

Key Dates

Keywords

Churchill Capital Corp IX, Barclays PLC, Schedule 13G, Beneficial Ownership, Common Stock, SEC Filing, Investment, Financial Services