Form 4: Lineage Inc. Executive Kevin Patrick Marchetti Reports Changes in Beneficial Ownership

Kevin Patrick Marchetti, Co-Executive Chairman of Lineage, Inc., reports a charitable gift of 16,394 common stock shares and indirect ownership of shares through KPM Cold Storage and BG Lineage Holdings, LLC.

Summary

• Kevin Patrick Marchetti, Co-Executive Chairman of Lineage, Inc., filed a Form 4 detailing changes in his beneficial ownership of the company's stock.
• On March 11, 2025, Marchetti made a charitable gift of 16,394 shares of common stock.
• Following the transaction, Marchetti directly owns 16,233 shares of common stock.
• Marchetti also indirectly owns 173,768 shares through KPM Cold Storage and 157,216,306.3 shares through BG Lineage Holdings, LLC (BGLH).
• Marchetti disclaims beneficial ownership of the shares held by KPM Cold Storage and BGLH, except to the extent of any pecuniary interest therein.
• BGLH is indirectly managed by Bay Grove Capital Group LLC, where Marchetti shares voting and investment power with Adam Forste.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing, so the sentiment is neutral. It simply reports transactions and disclaimers.

Management Comments

• Mr. Marchetti disclaims beneficial ownership of these Shares except to the extent of any pecuniary interest therein.
• Mr. Marchetti disclaims beneficial ownership over the Shares held by BGLH, except to the extent of any pecuniary interest therein.

Industry Context

Form 4 filings are a routine part of corporate governance, providing transparency into the transactions of company insiders. This filing indicates changes in Marchetti's holdings, which could be of interest to investors.

Stakeholder Impact

• The change in beneficial ownership may be of interest to shareholders.

Key Dates