SCHEDULE: RWWM, Inc. Discloses 7.1% Stake in Carter's, Inc.

RWWM, Inc. and affiliated parties have reported a 7.1% beneficial ownership stake in Carter's, Inc. common stock.

Summary

• RWWM, Inc., along with its 401(k) Profit Sharing Plan, Scott P. Roseman, and Aaron J. Wagner, collectively hold a significant beneficial ownership in Carter's, Inc.
• RWWM, Inc. beneficially owns 2,574,729 shares, representing 7.1% of the class.
• Scott P. Roseman also beneficially owns 2,574,729 shares, representing 7.1% of the class.
• Aaron J. Wagner beneficially owns 2,575,578 shares, representing 7.1% of the class.
• The RWWM Inc. 401(k) Profit Sharing Plan beneficially owns 8,604 shares, representing 0.0% of the class.
• The ownership includes 2,566,125 shares held by clients of RWWM, Inc. over which RWWM, Inc. has sole dispositive power.
• An additional 8,604 shares are held by the RWWM Inc. 401(k) Profit Sharing Plan, over which RWWM, Inc. shares dispositive power.
• Aaron J. Wagner directly holds 849 shares and through controlled entities.
• Scott P. Roseman and Aaron J. Wagner, as officers of RWWM, Inc. and trustees of the 401(k) Plan, may be deemed to share beneficial ownership over the RWWM Advisory Shares and the 401(k) Shares.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Carter's, Inc.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it is a standard beneficial ownership disclosure (Schedule 13G) and does not contain operational or financial performance data.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that institutional filings like Schedule 13G provide transparency into significant ownership positions, which can influence market perception and potentially signal confidence or strategic interest in a company within the consumer discretionary sector, particularly children's apparel.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, potentially influencing market sentiment.
• Clients of RWWM, Inc.: Their holdings are disclosed, confirming their beneficial ownership rights.

Key Dates

Keywords

Carter's Inc., CRTR, Schedule 13G, beneficial ownership, RWWM Inc., investment adviser, institutional ownership, equity stake