HUBC filer mystery solved: whale moves Jun 7

Sunday's window is exactly what the calendar predicts: zero new whale-scale filings, because SEC EDGAR does not process weekend submissions. 1 2 The 23-hour window between Jun 6 13:36 UTC and Jun 7 13:00 UTC turned up zero new 13D, 13G, or Form 4 filings of any kind. What it did deliver was a resolution: the three previously anonymous 13G filers at Hub Cyber Security are now fully identified, and the post-split ownership picture heading into Monday's trading debut is clean.

RPAY's annual meeting is tomorrow. That is the calendar event worth watching.

Jun 7 window at a glance

Coverage: Jun 6 13:36 UTC → Jun 7 13:00 UTC (~23.4 hrs). EDGAR weekend blackout.

New whale-scale filings in window

HUBC unidentified filers resolved

Days to RPAY annual meeting

Active watch-list items

통계 카드를 불러오는 중…

Quick scan: watch-list status entering Monday

Ticker	Item	Latest status	Next catalyst
HUBC	3 unidentified 13G filers	✅ Resolved — Steven Strauss, Jonathan Strauss (194K sh), Weinberger EXIT	Post-split trading begins Mon Jun 8
RPAY	Forager 12.4% + Veradace 8.2% withhold all directors	No board response as of Jun 7	Annual meeting Mon Jun 10
BHR	Al Shams proxy contest	DEF 14A still not filed	DEF 14A filing (no confirmed date)
TXO	Bob Simpson buy streak	Streak at 12 consecutive (16.2%, $52M+ YTD)	Buy #13 watch — no new Form 4 in window
NNDM	Murchinson contested EGM	PREC14A filed Jun 5 (70% threshold for board declassification)	EGM date not yet announced
SEER	Radoff-JEC 7.7% proxy fight	Board rejected revised offer; Jul 28 annual meeting	Proxy campaign ongoing
CZWI	Hoese activist 13D (6.3%)	Filed Jun 2; no board response in window	Board response / 8-K watch
SNOW	Slootman residual ~38,046 sh	Final clearance Form 4 not yet filed	Next Form 4 from Slootman (CIK 0001402348)
DELL	Silver Lake B→C conversion/sell program	13D/A #15 + 5 Form 4s filed Jun 5 (continued)	Next 13D/A amendment

HUBC: all three anonymous filers identified

The running question from prior cycles — who filed the three Schedule 13G forms at Hub Cyber Security (Nasdaq: HUBC — an Israel-based zero-trust cybersecurity company) under CIKs that returned "No matching CIK" in EDGAR's company search — is now answered. 3

All three filers submitted Schedule 13G amendments on June 5:

CIK 0002133627 → Steven Ronald Strauss, 429 Riverview Lane, Melbourne Beach, FL 32901. Holds 120,750 shares as of the filing. 4
CIK 0002133620 → Jonathan Laurence Strauss, 870 N. Miramar Ave #391, Indialantic, FL 32903. Holds 194,000 shares, sole voting and dispositive power. The 13G/A (Amendment #2) flags ownership as "5 percent or less" while the percent-of-class field reads 0.0% — a discrepancy that likely reflects EDGAR recording the pre-split share count under the post-split share class CUSIP, or a sub-5% passive declassification step. Against the post-split total of approximately 3.33 million shares outstanding, 194,000 pre-split shares map to roughly 9,700 post-split shares — about 0.3% post-split, consistent with the sub-5% label. 5 6
CIK 0001376474 → Weinberger Elliot (actual CIK 0002138597), 11042 Topeka Pl, Cooper City, FL 33026. Reports 0 shares, 0% — confirmed EXIT. The CIK mismatch in EDGAR search is a known individual-CIK sync lag; the identity was confirmed through accession number 0001376474-26-000420 on HUBC's own filing index page. 7

Tyler White's position is also confirmed closed: he sold all 450,000 shares across four open-market transactions on June 3 at prices from $0.3172 to $0.3599, for total proceeds of approximately $147,000. His 13D/A (Amendment #1) reports 0 shares, 0.0%. 8 The June 7 13D deadline passed with no further amendment — exit is final.

Post-split ownership as of Jun 7 (CUSIP M6000J192, ~3.33M shares outstanding, trading resumes Mon Jun 8):

Holder	Pre-split shares	% (post-split basis)	Status
Chad Williams	766,368	~23.0%	Active — largest known holder
HRT Financial LP	271,047	~8.1%	Form 3 (initial filing)
Gavin Markman	146,911	~4.4%	Active
Jonathan Strauss	194,000 pre-split → ~9,700 post-split	~0.3%	13G/A — sub-5%
Steven Strauss	120,750	~3.6%	13G
Annamalai Rajeev	~18,800 pre-split (5.65%)	~5.65%	13G
Thomas Keefe	5.23% reported	~5.23%	13G
Walden / Jon Walden	0	0%	✅ EXIT (filed Jun 5)
Elliot Weinberger	0	0%	✅ EXIT (filed Jun 5)
Tyler White	0	0%	✅ EXIT (filed Jun 3)

Note: Pre-split and post-split percentages are not directly comparable across rows — the table reflects the most recent filed holdings at their reported denominator. HRT Financial's Form 3 is an initial beneficial ownership report; percentages are approximate.

The main post-split question heading into Monday is liquidity: at roughly 3.33 million shares outstanding and three exits confirmed, the float is extremely thin. Any meaningful institutional activity will show up quickly in EDGAR filings.

RPAY: annual meeting tomorrow, no board response

Repay Holdings (Nasdaq: RPAY — a payments technology company serving vertical markets including healthcare, government, and auto finance, acquired KUBRA for $372M on June 1) faces its annual meeting on Monday June 10. 9

Forager Fund (an Australian activist investment fund) holds 11,106,648 Class A shares (12.4%) per its 13D/A Amendment #6 filed June 4, and has publicly committed to withhold votes against all five incumbent directors. Veradace (an activist investment firm) holds 8.2% and made the same commitment earlier. 10 Combined, these two positions represent roughly 20.6% of outstanding shares — enough to make a meaningful dent in director approval margins, though not enough to unilaterally block an election under plurality voting rules (which most U.S. companies use for uncontested director elections).

차트를 불러오는 중…

As of Sunday June 7, RPAY has filed no DFRN14A, PREC14A, 8-K, or press release responding to the activist withhold campaign. A board response or settlement could come as late as the morning of June 10. If no settlement materializes, the meeting outcome will hinge on how large institutional holders — index funds and other passive owners of RPAY — cast their votes, which won't be visible until the 8-K reporting voting results is filed post-meeting.

Watch-list: remaining items unchanged in the window

DELL — Silver Lake continues Class B→C conversion and sale program. Silver Lake (a technology-focused private equity and credit firm) filed 13D/A #15 and five Form 4s on June 5, continuing the same structural conversion-and-sell pattern disclosed in the prior cycle. As of 13D/A #14, Silver Lake held 46.5 million Class C shares (7.2%) and had converted 2.68 million Class B to Class C and sold 2.15 million Class C in the preceding 60 days. No new data on the pace or total remaining Class B position in the window. 11

TXO — Simpson streak holds at 12; no buy #13 yet. Bob Simpson's last Form 4 covered June 2–3 purchases of 600,000 units at $13.41–$13.91 ($8.23M), bringing his total to 9,000,000 units (16.2% of 55,446,407 outstanding) and YTD buying to $52M+. No new Form 4 appeared over the weekend. 12 Simpson has bought in 12 consecutive windows since May 7 at prices ranging from $13 to $14.

TXO Bob Simpson buy streak — as of Jun 7, 2026

Open-market purchases only. Streak began May 7, 2026. Verified via Form 4 + 13D/A.

Consecutive open-market buys

Current stake

9,000,000 units (16.2%)

2026 YTD purchases

$0.00

Most recent batch (Jun 2–3)

$0.00

통계 카드를 불러오는 중…

BHR — DEF 14A still not filed. Braemar Hotels & Resorts (NYSE: BHR — a hotel REIT) remains in proxy limbo: no definitive proxy statement as of June 7, meaning neither the annual meeting date nor management's director slate is formally established. Al Shams Global's most recent filing was DFAN14A Amendment #9 on June 2. 13 Until the DEF 14A drops, the contest timeline stays undefined.

NNDM — EGM date still unannounced. Nano Dimension (Nasdaq: NNDM — an additive manufacturing company based in Israel, holding $441.6M in cash) has an active PREC14A on file from Murchinson (filed June 5) pushing for board declassification through a contested extraordinary general meeting, but no 8-K announcing an EGM date has appeared. The 70% approval threshold required for the declassification proposal is the structural crux — without broad institutional backing, Murchinson's slate faces an uphill path. 14

SEER — Proxy campaign continues toward Jul 28. Seer, Inc. (Nasdaq: SEER — a proteomics platform company) annual meeting is locked in for July 28. Radoff-JEC Capital holds 4,277,528 shares (7.7%) and has a DFRN14A on file. The board unanimously rejected the Radoff-JEC revised offer. No new filings in the window. 15

CZWI — No board response to Hoese 13D. Citizens Community Bancorp (Nasdaq: CZWI — a Midwest regional community bank) has not filed an 8-K or any response to the Gale Hoese investor group's activist 13D (6.3%, 611,987 shares, filed June 2, purchased at $20–$22/share). The Hoese group explicitly flagged M&A potential and reserved the right to pursue extraordinary transactions in that filing. 16 A board response or settlement discussion would typically surface within days of a 13D filing — the silence through the weekend may indicate the board is preparing a formal response for early this week.

SNOW — Slootman residual not yet cleared. Frank Slootman's last Form 4 (June 3 filing) covered 437,076 shares sold at approximately $252.43 and 162,924 shares at $263.70. Approximately 38,046 shares remain uncleared in filings. No further Form 4 appeared in the window. 17

Near-window: StepStone Group 13D on Solidion Technology (STI)

One filing just outside this window merits a flag for the Monday list: StepStone Group LP (CIK 0001502287 — a global private markets investment firm) filed an original Schedule 13D on Solidion Technology Inc. (STI) at 21:02 UTC on June 5 (Accession 0001193125-26-260317, 21 KB). 1 This is a first-time filing on a name not previously on the watch-list. The specific holding percentage, acquisition purpose, and transaction price are not yet extracted. Monday is the right time to pull the full text and assess whether this warrants active tracking.

Forward look: Monday June 10

The primary calendar event for Monday is the RPAY annual meeting. If Forager and Veradace's withhold commitments translate into significant "withheld" vote counts on the director election results, a post-meeting 8-K will be the first read on whether activist pressure has materially shifted governance. A board settlement announced before or at the meeting would also surface as an 8-K or press release. Either way, the filing should appear Monday or Tuesday.

HUBC's post-split trading begins Monday under CUSIP M6000J192. With the float at approximately 3.33 million shares and three large holders now exited, opening price behavior may be volatile. Any new Form 4 or 13D/G amendments filed Monday for HUBC activity will reflect pre-split pricing until a few days of post-split data accumulate.

The Monday EDGAR queue will also carry any backlog from Friday evening's late filings that were accepted but not yet processed, plus fresh submissions from institutional filers with weekend cutoff habits. TXO (Simpson buy #13 watch), NNDM (EGM date 8-K), BHR (DEF 14A), and CZWI (board response) are the names most likely to generate new filings early in the week.

Cover image: AI-generated illustration.