Forum Merger IV Corporation

FMIVNASDAQFinancial Services

$10.35

$-0.01(-0.10%)

Market Cap$163154274

P/E Ratio—

52W High$10.835

52W Low$9.78

Avg Volume13K

Open$10.35

Beta0.02

Ownership Insider Trades Employees

Forum Merger IV Corporation (FMIV) Stock Ownership

Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.

SEC 13F · FMP · FMIV · as of Jun 30, 2023

Ownership Breakdown

Institutions 35.2%

Insiders 100%

Public 0%

Institutional Holders

▼ 3 vs Q1

$56.98M

Total Inst. Value

▼ $9.52M vs Q1

15.76M

Shares Outstanding

freeFloat 0.00%

5.55M

13F Shares Held

▼ 1.00M vs Q1

Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.

Top Institutional Holders

FMIV largest shareholders · institutional ownership

Q2 2023 · SEC 13F

Showing top 10 holders

Holder	Shares	% Owned	Weight	Value	Reported	Change
BANK OF AMERICA CORP /DE/ blank checks	1.18M	14.07%	14.07%	$12.13B	Aug 14, 2023	— held
WESTCHESTER CAPITAL MANAGEMENT, LLC blank checks	475.2K	5.66%	5.66%	$4.88B	Aug 14, 2023	— held
UBS OCONNOR LLC blank checks	437.7K	5.21%	5.21%	$4.49B	Aug 14, 2023	▼ 9.9K
METEORA CAPITAL, LLC blank checks	430.7K	5.13%	5.13%	$4.43B	Aug 14, 2023	▼ 219.2K
POLAR ASSET MANAGEMENT PARTNERS INC. blank checks	400.0K	4.76%	4.76%	$4.11B	Aug 14, 2023	— held
SHAOLIN CAPITAL MANAGEMENT LLC blank checks	350.0K	4.17%	4.17%	$3.60B	Aug 15, 2023	NEW
ALBERTA INVESTMENT MANAGEMENT CORP blank checks	319.0K	3.80%	3.80%	$3.27B	Aug 24, 2023	— held
EXOS TFP HOLDINGS LLC blank checks	257.0K	3.06%	3.06%	$2.64B	Aug 14, 2023	— held
CUBIST SYSTEMATIC STRATEGIES, LLC blank checks	225.1K	2.68%	2.68%	$2.31B	Aug 14, 2023	▲ 13.6K
SPARTAN FUND MANAGEMENT INC. blank checks	205.2K	2.44%	2.44%	$2.11B	Jul 31, 2023	▲ 20.3K

Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).

Institutional Activity

Q2 2023 vs prior quarter

Q2 2023

Net institutional sentimentBearish — more selling than buying

Increased

+156.1K shares

New Positions

first time holders

Decreased

−514.1K shares

Sold Out

fully exited

Net shares change (top 50)

358.0K

+156.1K / −514.1K

Net new holders

-4

2 new / 7 exited

Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).

Insider Buying vs Selling

FMIV insider trading · insider activity

Source: SEC Form 4

Buy transactions

Sell transactions

0.00

Buy/Sell ratio

$9M

Total disposed

Recent Insider Transactions

Showing 10 most recent · Common Stock only

Name · Role	Date	Type	Shares	Price	Value	After Trans.	Filing
Forum Investors IV LLC	Jul 17, 2023	D-Return	834,023	—	—	0	Form 4 ↗
Forum Investors IV LLC	Jul 17, 2023	D-Return	8,400,377	—	—	0	Form 4 ↗
Forum Investors IV LLC *Director by Deputization	Mar 30, 2021	J-Other	224,623	—	—	8.40M	Form 4 ↗
Forum Investors IV LLC *Director by Deputization	Mar 30, 2021	J-Other	54,023	$10.00	$540.2K	834.0K	Form 4 ↗
Forum Investors IV LLC *Director by Deputization	Mar 17, 2021	J-Other	780,000	$10.00	$7.80M	780.0K	Form 4 ↗

Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.

About institutional & insider ownership

Forum Merger IV Corporation (FMIV) is primarily owned by institutional investors, who hold approximately 35.2% of total shares outstanding. Company insiders own approximately 100.00%, while retail and public investors account for the remaining 0.00%.

The largest institutional shareholder of Forum Merger IV Corporation is BANK OF AMERICA CORP /DE/, holding approximately 1.18 million shares — equal to 14.07% of outstanding shares — as of June 30, 2023.

A total of 27 institutional investors currently hold FMIV stock, with a combined institutional value of approximately $56,976,825 as of the most recent 13F filing period.

Insider trades SEC filings Shares outstanding Financials Market cap Stock splits

Frequently asked questions

FMIV ownership

Forum Merger IV Corporation (FMIV) is primarily owned by institutional investors, who hold approximately 35.2% of shares. The largest shareholder is BANK OF AMERICA CORP /DE/ with a 14.07% stake. Company insiders hold 100.00%. Data sourced from SEC Form 13F as of June 30, 2023.

who owns FMIV stockFMIV ownership structureSEC Form 13F institutional holdingsFMIV float vs institutions

Source: FMP · SEC Form 13F · SEC Form 4As of June 30, 2023