SCHEDULE 13G/A: Bruce E. Terker and Affiliates Report 12.32% Passive Stake in Mobivity Holdings Corp.
Beneficial Ownership Update
Bruce E. Terker and his affiliated investment entities have disclosed an aggregate beneficial ownership of 12.32% of Mobivity Holdings Corp.'s common stock as of December 31, 2024, through a Schedule 13G Amendment No. 11 filing.
Summary
- Bruce E. Terker, through various partnerships, beneficially owns a total of 8,813,999 shares of Mobivity Holdings Corp. common stock.
- This aggregate ownership represents 12.32% of the company's outstanding common stock.
- The ownership is distributed among Ballyshannon Partners, LP (5,776,657 shares, 8.07%), Ballyshannon Family Partnership, LP (1,937,342 shares, 2.71%), Insignia Partners, LP (100,000 shares, 0.14%), and Odyssey Capital Group, LP (1,000,000 shares, 1.40%).
- Bruce E. Terker is identified as the sole owner of Ballyshannon Partners, Inc. and Odyssey Capital Group, Inc., which serve as the general partners for the respective limited partnerships.
- The filing explicitly states that the securities were acquired and are held in the ordinary course of business and not for the purpose of or with the effect of changing or influencing the control of Mobivity Holdings Corp.
Sentiment
Score: 5
Explanation: The document is a factual disclosure of beneficial ownership, indicating a passive investment without explicit positive or negative implications for the company's operations or financial performance. It is a routine regulatory update.
Future Outlook
NA
Industry Context
This filing is a routine disclosure of a significant passive ownership stake by an investor group in a specific company and does not provide broader industry context or trends.
Stakeholder Impact
- Shareholders will be informed of a significant passive investor's stake in the company, providing transparency regarding the ownership structure.
Key Dates
| Date | Description |
|---|---|
| 12/31/2024 | Date of event which requires filing of this statement (beneficial ownership calculation date) |
| 01/10/2025 | Date of filing of this Schedule 13G Amendment No. 11 |
Keywords
Mobivity Holdings Corp., Bruce E. Terker, Schedule 13G, beneficial ownership, common stock, institutional investor, Ballyshannon Partners, Odyssey Capital Group, passive investment
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