SCHEDULE 13D/A: Gebbia Family Amends Siebert Financial Corp. Ownership Disclosure, Reflecting Internal Share Transfer

Sentiment:

Beneficial Ownership Amendment


The Gebbia family has filed an Amendment No. 27 to their Schedule 13D, updating their beneficial ownership in Siebert Financial Corp. to reflect an internal transfer of shares from Kimberly Gebbia to Richard Gebbia.

Summary

  • This document is Amendment No. 27 to the Schedule 13D filing by the Gebbia family group regarding their beneficial ownership of Siebert Financial Corp. Common Stock.
  • The amendment reports a transfer of shares of Issuer common stock from Kimberly Gebbia to Richard Gebbia.
  • As of May 27, 2025, the Gebbia family group, consisting of Gloria E. Gebbia, John M. Gebbia, Richard Gebbia, David Gebbia, and Kimberly Gebbia, collectively beneficially own 16,941,323 shares of Siebert Financial Corp. Common Stock.
  • This aggregate ownership represents approximately 42% of the 40,409,936 shares outstanding as of May 27, 2025.
  • Gloria E. Gebbia directly owns 9,697,714 shares (approximately 24%).
  • John M. Gebbia directly owns 2,024,891 shares (approximately 5%) and may share indirect beneficial ownership of 190,000 additional shares.
  • Richard Gebbia directly owns 3,178,127 shares (approximately 8%) and may share indirect beneficial ownership of 261,273 additional shares.
  • David Gebbia directly owns 1,515,318 shares (approximately 4%) and may share indirect beneficial ownership of 74,000 additional shares.
  • Kimberly Gebbia does not directly own any shares but may share indirect beneficial ownership of 261,273 shares owned by family members and 3,178,127 shares owned by Richard Gebbia.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership changes and does not contain information that would inherently lead to a positive or negative sentiment. It is a routine regulatory filing.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of beneficial ownership changes for a publicly traded financial services company. It does not provide broader industry trends or competitive analysis, focusing solely on the ownership structure of Siebert Financial Corp. by the Gebbia family group.

Related Party Transactions

  • The document reports a transfer of shares of Issuer common stock from Kimberly Gebbia to Richard Gebbia, both members of the Gebbia family group, indicating an internal family transaction.

Stakeholder Impact

  • Shareholders: The filing clarifies the beneficial ownership structure of a significant shareholder group (the Gebbia family), which could impact perceptions of control and stability. The overall percentage of ownership by the group remains consistent, indicating no major shift in control.

Key Dates

DateDescription
2016-12-21Original Schedule 13D filed
2018-01-11Amendment 1 to Schedule 13D filed
2018-01-26Amendment 2 to Schedule 13D filed
2018-02-26Amendment 3 to Schedule 13D filed
2018-04-25Amended and Restated Schedule 13D (Amendment 4) filed
2018-09-11Amendment 5 to Schedule 13D filed
2019-01-02Amendment 6 to Schedule 13D filed
2019-04-04Amendment 7 to Schedule 13D filed
2019-05-09Amendment 8 to Schedule 13D filed
2019-09-30Amendment 9 to Schedule 13D filed
2019-12-18Amendment 10 to Schedule 13D filed
2020-01-10Amendment 11 to Schedule 13D filed
2020-01-17Amendment 12 to Schedule 13D filed
2020-02-07Amendment 13 to Schedule 13D filed
2020-04-20Amendment 14 to Schedule 13D filed
2020-06-24Amendment 15 to Schedule 13D filed
2021-03-19Amendment 16 to Schedule 13D filed
2021-04-08Amendment 17 to Schedule 13D filed
2022-01-13Amendment 18 to Schedule 13D filed
2022-12-21Amendment 19 to Schedule 13D filed
2023-04-13Amendment 20 to Schedule 13D filed
2023-05-22Amendment 21 to Schedule 13D filed
2023-06-22Amendment 22 to Schedule 13D filed
2023-12-18Amendment 23 to Schedule 13D filed
2024-01-23Amendment 24 to Schedule 13D filed
2025-03-05Amendment 25 to Schedule 13D filed
2025-05-22Amendment 26 to Schedule 13D filed
2025-05-27Date of event requiring this filing (beneficial ownership calculation date)
2025-05-29Filing date of Amendment No. 27

Keywords

Siebert Financial Corp., SEC filing, Schedule 13D, beneficial ownership, share transfer, common stock, corporate governance, financial services, investment firm

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