Freddy J. Martinez was appointed Director of Lionheart Holdings. As of November 10, 2026, Lionheart Holdings has reported one leadership change filing to the SEC under Item 5.02 of Form 8-K, on June 9, 2026, naming 1 appointment (Form 8-K, June 9, 2026).
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Lionheart Holdings reported a change among its directors and officers to the SEC on Form 8-K, Item 5.02, on 2026-06-09. It names 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as Lionheart Holdings files it.
Also on the record for Lionheart Holdings
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| November 9, 2026 | Stake report, Schedule 13G, by W. R. Berkley Corporation | 6.3% of the class | 5%+ stakes | Source |
| November 9, 2026 | Stake report, Schedule 13G/A, by THE GOLDMAN SACHS GROUP, INC. | 1.5% of the class | 5%+ stakes | Source |
| October 8, 2026 | Stake report, Schedule 13G/A, by Wealthspring Capital LLC | 4.51% of the class | 5%+ stakes | Source |
| September 4, 2026 | Stake report, Schedule 13G/A, by MAGNETAR FINANCIAL LLC | — | 5%+ stakes | Source |
| August 14, 2026 | Stake report, Schedule 13G, by THE GOLDMAN SACHS GROUP, INC. | 6.1% of the class | 5%+ stakes | Source |
| August 14, 2026 | Stake report, Schedule 13G/A, by First Trust Capital Management L.P. | 3.7% of the class | 5%+ stakes | Source |
| August 14, 2026 | Stake report, Schedule 13G/A, by Harraden Circle Investments, LLC | 5.64% of the class | 5%+ stakes | Source |
| August 14, 2026 | Stake report, Schedule 13G/A, by LMR Partners LLP | 3.5% of the class | 5%+ stakes | Source |
| August 13, 2026 | Stake report, Schedule 13G, by Decagon Asset Management LLP | 6.52% of the class | 5%+ stakes | Source |
| August 13, 2026 | Stake report, Schedule 13G/A, by AQR Capital Management, LLC | 6.51% of the class | 5%+ stakes | Source |
| August 11, 2026 | Stake report, Schedule 13G/A, by Picton Mahoney Asset Management | 2.3% of the class | 5%+ stakes | Source |
| July 2, 2026 | Stake report, Schedule 13G/A, by Wolverine Asset Management, LLC | — | 5%+ stakes | Source |
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More on Lionheart Holdings and the records around it.
Lionheart Holdings elsewhere on the record
- 5%+ stake filings Nov 2026
Companies that share a holder
- Decagon Asset Management LLP also filed stake reports on 14 other companies: Oaktree Acquisition Corp. III Life Sciences (Aug 2026), Alpex Acquisition Corp (Aug 2026), APEX Tech Acquisition Inc. (Aug 2026)
- Wealthspring Capital LLC also filed stake reports on 17 other companies: AmperCap Acquisition Company (Jul 2026), CENTURION ACQUISITION CORP (Jul 2026), InterPrivate Investment Partners V, Inc. (Jul 2026)
- Picton Mahoney Asset Management also filed stake reports on 20 other companies: Blue Water Acquisition Corp. III (Oct 2026), Launch One Acquisition Corp. (Oct 2026), Pono Capital Four, Inc. (Oct 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-06-09 | In | Director | 8-K, 2026-06-09 |
Who leads Lionheart Holdings, as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Director: Freddy J. Martinez, appointed (filed 2026-06-09).
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Find candidates like Director at Lionheart HoldingsEvery change, in the filing's words
Appointed: Freddy J. Martinez, Director
On June 6, 2026, the Board of Directors (the "Board") of Lionheart Holdings (the "Company"), in connection with the Company prioritizing its focus on oil & gas opportunities in Venezuela, appointed Mr. Freddy J. Martinez, to fill a newly created vacancy on the Board and to serve as a Class III director of the Company, with a term commencing as of June 6, 2026 and expiring at the third annual general meeting of the Company after the Company's initial public offering.
- Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers.
- Mr. Martinez, age 70, has over 40 years of experience in investment management, financial analysis and corporate finance advisory, with a particular focus on the oil and gas sector and cross-border investment activity.
- Mr. Martinez currently serves as President and Chief Executive Officer of Forem Investments LLC, a registered investment advisory firm he founded in December 2013, where he provides portfolio management and financial advisory services to high-net-worth and ultra-high-net-worth individuals and institutional clients in the United States and internationally.
- In this capacity, Mr. Martinez also advises on corporate finance matters in the energy sector, including financial modeling and transaction structuring for upstream, midstream and petrochemical projects.
- From August 2006 to December 2013, Mr. Martinez served as Senior Vice President - Investments at UBS Financial Services, where he managed discretionary and advisory client portfolios and was responsible for asset allocation, security selection and risk management for a range of domestic and international clients.
- Before joining UBS, Mr. Martinez spent approximately 19 years at Merrill Lynch, from July 1987 to August 2006, where he served as First Vice President - Investments.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.