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Nerdy(在线教育科技公司)(NRDY)的信托持股架构

美股 · 来源 B 级(官方文件 / 公告原文)· 2024-12 披露时点 · 只收录核实到「信托层」的案例 · 不构成任何排名评分或推荐
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公司Nerdy(在线教育科技公司) NRDY 美股
持有人Charles K. Cohn(创办人)及其配偶
控股股东(信托实益拥有人)
受托人未披露(Cohn Family Trust U/A/D 3/16/17、Charles K. Cohn VT Trust U/A/D 5/26/2017、Charles Cohn Revocable Trust 之受托人未在申报中具名;Cohn 女士为其名下两项信托的唯一受托人)
信托名称 / 架构Cohn Family Trust U/A/D 3/16/17、Charles K. Cohn VT Trust U/A/D 5/26/2017、Charles Cohn Revocable Trust、Cohn Family Trust U/A/D 5/24/2018、Cohn Family Investments Trust U/A/D 5/24/2018
信托设立辖区美国
披露比例46.3%
披露时点2024-12
来源等级B
来源原文Nerdy Inc. Schedule 13D/A(2024-12-04),SEC accession 0001628280-24-049905

架构与披露要点

要点2024-12-04 提交的 Schedule 13D/A(accession 0001628280-24-049905)载明:Charles K. Cohn 实益拥有 46.3%,由 (i) Charles K. Cohn VT Trust U/A/D 5/26/2017、(ii) Cohn Investments, LLC、(iii) Rarefied Air Capital LLC、(iv) Cohn Family Trust U/A/D 3/16/17、(v) Charles Cohn Revocable Trust 合计构成;Cohn 为前两项信托的实益拥有人、两间 LLC 的唯一经理。其配偶另实益拥有 10,687,836 股,由 Cohn Family Trust U/A/D 5/24/2018 与 Cohn Family Investments Trust U/A/D 5/24/2018 等持有,Cohn 女士为其中两项信托的唯一受托人,Cohn 对该等股份放弃实益所有权。比例按 116,316,283 股 A 类及 5,719,038 股 B 类计算。
核验方式B 级:SEC 原文明确列出五项信托/实体及 46.3%,但 Cohn 名下信托的受托人未具名,仅其配偶名下两项信托受托人可确认,故按 B 级收录并如实标注。

申报历史与持股变动(SEC EDGAR 13D/G 系列 36 份,2020-10-14 ~ 2024-12-04)

下表为 SEC EDGAR 该发行人全部 Schedule 13D/13G 系列申报记录(解析其主文档正文,上限最新 45 份):「比例」为申报原文中出现的百分比(取前列,可能是类别股本或合并申报口径,逐项以原文为准);「信托表述」为申报原文中含信托架构的关键句摘录。
申报日类型比例(见原文)信托表述(摘录)来源
2020-10-14SC 13G7.3%、3.3%、2.2%、1.8%Englander ), currently serves as the sole voting trustee原文
2020-10-19SC 13G10%原文
2021-01-27SC 13G/A7.3%、3.3%、2.2%、1.8%Englander ), currently serves as the sole voting trustee原文
2021-02-03SC 13G/A10.4%原文
2021-02-12SC 13G29%re subject to certain adjustments as set forth in the Warrant Agreement dated as of October 9, 2020 between the Issuer and Continental Stock Transfer Trust Company, as…原文
2021-09-30SC 13D85%、50%、20.1%、16.2%、3.9%原文
2022-01-31SC 13G/A5.7%、5%原文
2022-02-04SC 13G10%、5.7%、5.6%、5.2%f, information on transactions in the securities of any Reporting Entity from any person, including brokers, employee benefit plan administrators and trustees, and the…原文
2022-02-11SC 13G/A20.99%、20.85%、18.87%、18.71%、2.14%re subject to certain adjustments as set forth in the Warrant Agreement dated as of October 9, 2020 between the Issuer and Continental Stock Transfer Trust Company, as…原文
2022-02-11SC 13G9.2%原文
2022-02-11SC 13D85%、50%、33.4%in this Item 5(c), the Reporting Person has not effected any transactions in the Common Stock during past sixty days (other than the transfers among trusts and changes…原文
2022-02-14SC 13G/A1.2%、1%Englander (the sole voting trustee of the managing member of Millennium Group Management LLC)原文
2022-02-14SC 13G/A13.2%、12.2%原文
2022-02-14SC 13G10.6%、2.8%、1.8%、1.4%原文
2022-02-22SC 13G5.73%原文
2022-06-17SC 13D/A85%、50%、35.5%(2) Consists of common stock held by (i) Cohn Family Investments Trust U A D May 24, 2018 and (ii) Cohn Family Trust U A D May 24, 2018原文
2022-08-23SC 13D/A85%、50%、38.7%(2) Consists of common stock held by (i) Cohn Family Investments Trust U A D May 24, 2018 and (ii) Cohn Family Trust U A D May 24, 2018原文
2023-02-01SC 13G/A10%、5.2%、5.1%f, information on transactions in the securities of any Reporting Entity from any person, including brokers, employee benefit plan administrators and trustees, and the…原文
2023-02-13SC 13G/A1%原文
2023-02-13SC 13G/A7.5%、5%原文
2023-02-14SC 13G/A17.23%、17.1%、16.93%re subject to certain adjustments as set forth in the Warrant Agreement dated as of October 9, 2020 between the Issuer and Continental Stock Transfer Trust Company, as…原文
2023-02-14SC 13G/A6.6%、6.2%原文
2023-02-14SC 13G/A9.5%、2.5%、1.7%、1.3%原文
2023-02-14SC 13G/A8.6%原文
2023-08-23SC 13D/A95%、60%、40%、18.4%、14.9%、3.5%原文
2023-10-02SC 13D/A60%、40%、17.3%、14%、3.3%原文
2024-02-06SC 13G/A5%、4%原文
2024-02-06SC 13G/A10%、4.1%Johnson is trustee, as well as shares held in 401(k) Plan, shares held in an individual retirement account, and shares held by three private charitable foundations fo原文
2024-02-13SC 13G/A10.26%、10.15%、10.1%原文
2024-02-14SC 13G/A—原文
2024-02-14SC 13G/A8.1%原文
2024-04-26SC 13G5.6%、5.2%原文
2024-08-27SC 13D/A85%、50%、39.1%、8.3%Cohn VT Trust U A D May 26, 2017, (ii) Cohn Investments, LLC, (iii) Rarefied Air Capital LLC, (iv) Cohn Family Trust U A D 3 16 17, and (v) Charles Cohn Revocable Trust原文
2024-11-14SC 13G/A—原文
2024-11-14SC 13D/A85%、50%、43.5%、8.5%Cohn VT Trust U A D May 26, 2017, (ii) Cohn Investments, LLC, (iii) Rarefied Air Capital LLC, (iv) Cohn Family Trust U A D 3 16 17, and (v) Charles Cohn Revocable Trust原文
2024-12-04SC 13D/A85%、50%、46.3%、8.8%Cohn VT Trust U A D May 26, 2017, (ii) Cohn Investments, LLC, (iii) Rarefied Air Capital LLC, (iv) Cohn Family Trust U A D 3 16 17, and (v) Charles Cohn Revocable Trust原文
信托之家 · 全球信托 · 信托持股上市公司专题 · 本页为公开披露信息汇集,不构成法律意见或投资建议 · 生成器 build_trustholdings · 2026-11-03
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