Form 4: Fathom Holdings CEO Gifts Shares, Updates Holdings

Sentiment:

Insider Transaction Report


Fathom Holdings Inc. CEO Marco Fregenal reported a gift of 35,000 common shares and updated his beneficial ownership, including direct and indirect holdings.

Summary

  • CEO Marco Fregenal disposed of 35,000 shares of Fathom Holdings Inc. common stock via a gift on October 28, 2025.
  • Following the transaction, Fregenal directly owns 1,547,964 shares of common stock.
  • Of the directly owned shares, 200,000 are restricted and vest on the first, second, and third anniversaries of the grant date, November 15, 2024.
  • Indirectly, Fregenal's wife owns 5,056 shares of common stock.
  • The Fregenal 2020 Irrevocable Trust holds 150,000 shares of common stock for the benefit of his children, with his spouse as trustee; Fregenal disclaims beneficial ownership of these shares.
  • Fregenal holds 200,000 performance rights that expire on August 20, 2028, and 50,000 performance rights that expire on November 15, 2034.
  • Each performance right represents a contingent right to receive one share of Fathom Holdings Inc. common stock, vesting upon the common stock achieving a specified price per share for a specified time.

Sentiment

Score: 5

Explanation: Neutral, as this is a standard insider transaction disclosure (gift) and does not inherently reflect positively or negatively on the company's operational performance or future prospects.

Future Outlook

This filing does not contain forward-looking statements or guidance regarding the company's future outlook.

Industry Context

This Form 4 filing is a standard disclosure of an insider's transaction and beneficial ownership, which is a routine regulatory requirement and does not inherently provide broader industry context or trends.

Next Steps

  • Vesting of 200,000 restricted shares on the first, second, and third anniversaries of November 15, 2024.
  • Potential vesting of 250,000 performance rights upon Fathom's common stock achieving specified price targets.

Key Dates

DateDescription
11/15/2024Grant date for 200,000 restricted shares, vesting on the first, second, and third anniversaries.
10/28/2025Date of transaction (gift of 35,000 common shares).
10/30/2025Signature date of the reporting person.
08/20/2028Expiration date for 200,000 performance rights.
11/15/2034Expiration date for 50,000 performance rights.

Keywords

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

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