SCHEDULE 13D/A: Major Shareholders Update Beneficial Ownership in Mobile Infrastructure Corp Following Share Distribution

A group of key shareholders, including Jeffrey Osher and Harvest Small Cap Partners entities, have filed an Amendment No. 6 to their Schedule 13D, updating their beneficial ownership in Mobile Infrastructure Corp following a share distribution by Bombe-MIC Pref, LLC.

Summary

• This document is Amendment No. 6 to a Schedule 13D filing, updating the beneficial ownership of Common Stock in Mobile Infrastructure Corp (the "Issuer") by a group of reporting persons.
• The amendment reports a distribution of 1,498,636 shares of Common Stock by Bombe-MIC Pref, LLC to its members on June 17, 2025, without consideration.
• The reporting persons, including HSCP Strategic III, L.P., Manuel Chavez, III, Stephanie Hogue, Jeffrey Osher, Harvest Small Cap Partners Master, Ltd., and Harvest Small Cap Partners, L.P., did not directly or indirectly receive securities from this specific distribution by Bombe-MIC Pref.
• The updated beneficial ownership figures are based on 42,391,674 shares of Common Stock outstanding as of March 31, 2025, as reported in the Issuer's Form 10-Q.
• Jeffrey Osher is reported as the largest beneficial owner with 27,043,474.5 shares, representing approximately 60.8% of the Issuer's outstanding Common Stock.
• HSCP Strategic III, L.P. beneficially owns 19,972,193.5 shares, or approximately 44.8% of the outstanding Common Stock.
• Harvest Small Cap Partners Master, Ltd. beneficially owns 4,340,457 shares, or approximately 10.2% of the outstanding Common Stock.
• Harvest Small Cap Partners, L.P. beneficially owns 2,154,091 shares, or approximately 5.1% of the outstanding Common Stock.
• Manuel Chavez, III beneficially owns 867,337 shares, or approximately 2.0% of the outstanding Common Stock, which includes 382,978 shares issuable upon warrant exercise.
• Stephanie Hogue beneficially owns 775,119 shares, or approximately 1.81% of the outstanding Common Stock, which includes 382,978 shares issuable upon warrant exercise and 548 shares held indirectly.
• The beneficial ownership figures for HS3 and Jeffrey Osher also include shares issuable upon the exercise of 2,170,213.5 warrants held by HS3.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership changes, with no explicit positive or negative sentiment regarding the company's performance or outlook.

Future Outlook

The document does not provide any forward-looking statements or guidance regarding the company's operations or financial performance, focusing solely on beneficial ownership changes.

Industry Context

This filing is a routine disclosure of beneficial ownership changes by significant shareholders, common in the public markets. It does not provide broader industry trends or competitive analysis.

Related Party Transactions

• On June 17, 2025, Bombe-MIC Pref, LLC, an entity previously holding shares of the Issuer, distributed 1,498,636 shares of Common Stock to its members without consideration. This distribution is the event triggering the amendment to the Schedule 13D, reflecting changes in the overall beneficial ownership structure, even though the specific reporting persons did not directly receive shares from this distribution.

Stakeholder Impact

• Shareholders: The filing provides updated transparency on the beneficial ownership structure, particularly highlighting the significant stake held by Jeffrey Osher and associated entities, which could influence perceptions of control and strategic direction.

Key Dates

Keywords

Mobile Infrastructure Corp, Schedule 13D, Beneficial Ownership, Common Stock, SEC Filing, Share Distribution, Jeffrey Osher, Harvest Small Cap Partners, HSCP Strategic III, Warrants