SCHEDULE: Staley Capital Group Adjusts Stake in Liquidity Services

Staley Capital Advisers Inc. and its affiliates have updated their beneficial ownership filings for Liquidity Services Inc., reporting a combined stake.

Summary

• This filing is an amendment to a Schedule 13G, indicating a change in beneficial ownership of common stock in Liquidity Services Inc.
• The reporting persons include Forum Capital Partners, LP, Staley Capital Advisers, Inc., John A. Staley IV, William F. Stotz, James D. Roberge, Brian M. McInerney, and Andrew J. Roberge.
• As of June 30, 2026, the aggregate beneficial ownership reported by the group is 230,000 shares, representing 0.7% of the class.
• Specific individuals within the group also report direct ownership: William F. Stotz (26,200 shares), James D. Roberge (119,000 shares), and Andrew J. Roberge (9,010 shares).
• The filing states that Staley Capital Advisers, Inc. does not directly own shares but may be deemed beneficial owner as General Partner to Forum Capital Partners.
• The ownership percentage is based on 31,181,231 shares outstanding as of May 4, 2026.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this filing as neutral to slightly negative, as it primarily reports on changes in beneficial ownership without providing new operational or financial performance data.

Positives

• The filing confirms ongoing investor interest and participation in Liquidity Services Inc. by established investment entities.
• The reporting persons have entered into a Joint Filing Agreement, indicating coordinated and transparent reporting practices.

Negatives

• The filing does not provide any new operational or financial performance data for Liquidity Services Inc., limiting insights into the company's current health.
• The reported aggregate beneficial ownership is a relatively small percentage (0.7%) of the total outstanding shares, suggesting limited direct influence by this group.

Risks

• The filing does not explicitly mention any new risks or changes to existing risk factors for Liquidity Services Inc.

Future Outlook

This filing is an amendment to a Schedule 13G and does not contain forward-looking statements or guidance regarding the future performance of Liquidity Services Inc.

Management Comments

• The Reporting Persons express disclaimers of beneficial ownership of the Issuer's Common Stock reported herein, except for specific individual holdings.
• The securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures for institutional investors and investment advisors who acquire beneficial ownership of more than 5% of a class of a company's registered equity securities. This filing indicates a change in holdings for Staley Capital Advisers and its affiliates in Liquidity Services Inc., a company operating in the asset disposition and services market.

Stakeholder Impact

• Shareholders: The filing provides transparency regarding significant investment entities' holdings, which can inform market perception, but the small percentage of ownership may not significantly impact immediate share price movements.

Next Steps

• The reporting persons will continue to monitor their holdings in Liquidity Services Inc. and may file further amendments to Schedule 13G as required by regulations.

Key Dates

Keywords

Liquidity Services Inc., Schedule 13G, Beneficial Ownership, Staley Capital Advisers, Forum Capital Partners, Investment Management, Securities Exchange Act