This is a passive stake disclosure from a personal trust, not an activist fund. The 8.6% position is notable but the trust's passive certification limits near-term catalyst potential. Monitor for any future conversion to 13D or additional filings from the same trust.
Price Chart
Executive Summary
Gerald W. Simonson Revocable Trust disclosed a passive 8.6% stake in Arxis, Inc. via Schedule 13G, holding 6,627,543 shares of Class A Common Stock as of August 17, 2026. This is a new filing from a personal trust, not a prior filer, and the trust certifies no intent to influence control.
Key Financial Metrics
Key Facts
- Gerald W. Simonson Revocable Trust filed Schedule 13G on 2026-09-21
- Beneficial ownership: 6,627,543 shares of Class A Common Stock
- Ownership percentage: 8.6%
- Date of event triggering filing: August 17, 2026
- Trust certifies passive intent (Rule 13d-1(d)) with no control intent
Financial Impact
8.6% stake valued at approximately $6.6 million based on share count; no transaction price disclosed
Risk Factors
- Trust could later convert to activist 13D, though no indication currently
- Concentrated insider-like ownership may reduce float liquidity
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001096906-26-001396 |
| Document: 0001096906-26-001396-index.html | 0001096906-26-001396 |
| Document: 0001096906-26-001396.txt | 0001096906-26-001396 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | EFFECT | $51.72 | awaiting T+60 | — | $52.73 (+1.95%) |
Oct 15, 2026 11d ago | Press Release | $54.10 | awaiting T+60 | — | $52.73 (−2.53%) |
Oct 13, 2026 13d ago | S-1 | $49.91 | awaiting T+60 | — | $52.73 (+5.65%) |
Sep 21, 2026 5w ago | SC 13G | $51.21 | awaiting T+60 | — | $52.73 (+2.97%) |
Aug 18, 2026 9w ago | 8-K | $56.56 | awaiting T+60 | — | $52.73 (−6.77%) |
Aug 18, 2026 9w ago | Press Release | $56.56 | awaiting T+60 | — | $52.73 (−6.77%) |
Aug 15, 2026 10w ago | Institutional Cluster | $57.60 | awaiting T+60 | — | $52.73 (−8.45%) |
Jun 2, 2026 20w ago | 8-K | $42.84 $53.83 | ▲ +25.65% | ▲ +24.54% | $52.73 (+23.09%) |
May 28, 2026 21w ago | 8-K | $46.83 $53.26 | ▲ +13.73% | ▲ +12.00% | $52.73 (+12.60%) |
Apr 17, 2026 27w ago | 8-K | $37.65 $41.55 | ▲ +10.36% | ▲ +3.58% | $52.73 (+40.05%) |
US Market Status
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