Form 4: Fathom Holdings CEO Gifts Shares

Fathom Holdings Inc. CEO Marco Fregenal reported gifting 31,306 shares of common stock.

Summary

• Marco Fregenal, CEO and Director of Fathom Holdings Inc., reported a gift of 31,306 shares of common stock.
• The transaction occurred on February 9, 2026, with a price of $0 per share, indicating a gift.
• Following the transaction, Mr. Fregenal directly beneficially owns 1,459,045 shares, including 133,337 restricted shares vesting on November 15, 2024.
• He also indirectly owns 5,056 shares through his wife and 150,000 shares through the Fregenal 2020 Irrevocable Trust, for which he disclaims beneficial ownership.
• Additionally, Mr. Fregenal holds 250,000 performance rights, contingent on Fathom's common stock achieving specified price targets, with expiration dates of August 20, 2028, for 200,000 rights and November 15, 2034, for 50,000 rights.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event. A gift transaction is a routine insider disclosure and does not inherently signal positive or negative operational developments for Fathom Holdings Inc.

Positives

• The gift transaction itself does not directly impact the company's operational or financial performance.
• The CEO retains a significant direct and indirect ownership stake, indicating continued alignment with shareholder interests.

Negatives

• The gift transaction itself does not directly impact the company's operational or financial performance.
• A disposition of shares, even as a gift, reduces the insider's direct holdings, though the overall beneficial ownership structure remains substantial.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that insider gift transactions, while reducing direct holdings, are a common practice for estate planning or charitable giving and typically do not reflect a change in management's confidence in the company's future prospects, especially when significant ownership is retained.

Related Party Transactions

• Marco Fregenal's indirect ownership of 150,000 shares through the Fregenal 2020 Irrevocable Trust, established for the benefit of his children, with his spouse as trustee, represents a related party holding.

Stakeholder Impact

• Shareholders: The transaction is a routine insider disclosure and is unlikely to have a direct material impact on shareholders, as the CEO retains substantial ownership.
• Employees: No direct impact on employees is indicated by this filing.
• Customers, Suppliers, Creditors: No direct impact on these stakeholders is indicated by this filing.

Key Dates

Keywords

Fathom Holdings, FTHM, Marco Fregenal, Insider Transaction, Form 4, Common Stock, Gift, CEO, Director, Beneficial Ownership, Performance Rights