SCHEDULE: Manulife Amends Eagle Bancorp Montana Stake
Beneficial Ownership Amendment
Manulife Investment Management (US) LLC now directly holds a 5.18% beneficial ownership stake in Eagle Bancorp Montana Inc., as disclosed in an amended Schedule 13G filing.
Summary
- Manulife Investment Management (US) LLC (MIM (US)), an indirect, wholly-owned subsidiary of Manulife Financial Corporation (MFC), has reported beneficial ownership of 410,513 shares of Common Stock in Eagle Bancorp Montana Inc.
- This represents 5.18% of the 7,925,177 shares of Common Stock outstanding as of October 31, 2024, as reported by the issuer in its Form 10-Q filed on May 8, 2025.
- Manulife Financial Corporation (MFC) now reports 0% direct beneficial ownership, but may be deemed to have beneficial ownership of the same shares through its parent-subsidiary relationship with MIM (US).
- The filing is an Amendment No. 1 to a Schedule 13G, clarifying the beneficial ownership structure within the Manulife group.
- MIM (US) holds sole voting power and sole dispositive power over the 410,513 shares.
Sentiment
Score: 5
Explanation: This filing is a factual disclosure of beneficial ownership, not containing performance or forward-looking statements that would indicate positive or negative sentiment.
Positives
- Not applicable for this type of regulatory filing, which primarily discloses beneficial ownership.
Negatives
- Not applicable for this type of regulatory filing, which primarily discloses beneficial ownership.
Risks
- Not applicable for this type of regulatory filing, which primarily discloses beneficial ownership and does not detail company-specific risks.
Future Outlook
This filing is a disclosure of beneficial ownership and does not contain any forward-looking statements or guidance regarding the issuer's or reporting persons' future outlook.
Industry Context
This filing is a standard regulatory disclosure of a significant ownership stake by an investment management firm in a regional bank. It does not provide broader industry trends or competitive analysis.
Stakeholder Impact
- Primarily impacts shareholders by providing transparency on significant ownership stakes held by institutional investors, which can influence market perception and corporate governance dynamics.
Key Dates
| Date | Description |
|---|---|
| January 17, 2018 | Date of Power of Attorney for Graham Miller, referenced in the signature comments. |
| January 29, 2018 | Date Schedule 13F-NT was filed by Manulife Financial Corporation, which included the Power of Attorney. |
| October 31, 2024 | Date as of which the issuer's Common Stock outstanding (7,925,177 shares) was reported in their Form 10-Q. |
| May 8, 2025 | Date Eagle Bancorp Montana Inc. filed its Form 10-Q with the SEC. |
| June 30, 2025 | Date of event which requires filing of this statement (reporting period end). |
| August 6, 2025 | Signature date for Manulife Financial Corporation on the Joint Filing Agreement and Schedule 13G. |
| August 8, 2025 | Signature date for Manulife Investment Management (US) LLC on the Joint Filing Agreement and Schedule 13G. |
Keywords
Eagle Bancorp Montana, Manulife, Manulife Investment Management, Beneficial Ownership, Schedule 13G, Common Stock, Financial Services, Banking
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