SCHEDULE: Lebowitz Family Discloses 5.75% Stake in FTAI Infrastructure

Steven D. Lebowitz and related entities have reported a combined beneficial ownership of 5.75% in FTAI Infrastructure Inc. as of December 31, 2025.

Summary

• Steven D. Lebowitz and a group of related individuals and entities (the "Reporting Persons") have filed a Schedule 13G for FTAI Infrastructure Inc.
• As of December 31, 2025, Steven D. Lebowitz beneficially owns 6,683,501 shares, representing 5.75% of the common stock.
• Deborah P. Lebowitz, a member of the group, beneficially owns 5,839,001 shares, representing 5.02% of the common stock.
• The total outstanding shares of FTAI Infrastructure Inc. common stock used for calculation is 116,294,461, as reported in the Issuer's Form 10-Q for the quarter ended September 30, 2025.
• The Reporting Persons certify that the shares were not acquired for the purpose of changing or influencing control of the issuer, except for activities related to director nominations under Rule 14a-11.
• The ownership includes shares held directly, through The Lebowitz Family Stock, LLC, and various family trusts such as The Steven & Deborah Lebowitz Foundation, Lebowitz Family Trust 1986, Kora Miri Silverberg 2021 Irrevocable Trust, Isla Silverberg 2020 Irrevocable Trust, and the A&A Lebowitz Trust.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive signal. The disclosure of a significant, passive stake by a related party group suggests long-term confidence in the company without indicating immediate disruptive intent.

Positives

• Significant insider or related-party ownership can signal confidence in the company's long-term prospects.
• The passive nature of the filing (13G) suggests no immediate intent to disrupt management or strategy, providing stability.

Industry Context

StockSavvy.ai notes that the disclosure of a significant passive stake by a family group, including individuals like Steven D. Lebowitz, can be viewed as a vote of confidence in FTAI Infrastructure Inc.'s long-term strategy and asset base. While not an activist filing, such a substantial holding by a related party group often indicates a deep understanding of the company's intrinsic value, potentially signaling stability to other investors in the infrastructure sector.

Comparison to Industry Standards

• This filing is a standard disclosure of beneficial ownership, not a performance report. Therefore, direct comparisons to industry-specific financial or operational benchmarks are not applicable.
• The aggregation of ownership by a family group, including individuals and various trusts, is a common structure for significant long-term holdings in publicly traded companies, similar to founding families or long-term strategic investors in companies like Ford Motor Company (Ford family) or Walmart (Walton family), though on a smaller scale and without the same level of control implied by those examples.

Related Party Transactions

• Steven D. Lebowitz and Deborah P. Lebowitz are identified as reporting persons and co-trustees of The Steven & Deborah Lebowitz Foundation and the Lebowitz Family Trust 1986.
• The Lebowitz Family Stock, LLC, where Steven D. Lebowitz is the sole manager, holds shares.
• Other reporting persons, including Lauren Lebowitz Salem, Robert Lebowitz, Kathryn Lebowitz Silverberg, Andrew Lebowitz, Ashley Lebowitz, Kora Miri Silverberg, Isla Silverberg, Susan Pearlstein, and Clinton Paul, are part of the broader Lebowitz family group, indicating a coordinated family investment.
• Shares are held through various family trusts, including Kora Miri Silverberg 2021 Irrevocable Trust, Isla Silverberg 2020 Irrevocable Trust, and the A&A Lebowitz Trust, where Andrew and Ashley Lebowitz serve as co-trustees.

Stakeholder Impact

• Shareholders: The disclosure of a significant, passive stake by a family group may instill confidence, suggesting long-term commitment and alignment of interests. It could also reduce perceived float.
• Management: The passive nature of the filing indicates no immediate challenge to current management or strategic direction, providing stability.

Key Dates

Recommendation

The Schedule 13G filing indicates a significant, passive ownership stake by the Lebowitz family group in FTAI Infrastructure Inc. While this signals long-term confidence from a related party, the filing itself does not provide new operational or financial data to warrant a 'buy' or 'sell' recommendation. The 'passive' nature suggests no immediate intent to influence control, maintaining the status quo. Therefore, a 'hold' recommendation is appropriate, advising investors to maintain their current position while monitoring future company performance and any changes in this significant ownership.

Keywords

FTAI Infrastructure Inc., FTAI, Schedule 13G, beneficial ownership, Steven D. Lebowitz, Deborah P. Lebowitz, institutional ownership, passive investment, common stock, SEC filing