Airgain, Inc. has 4 Schedule 13D or 13G filings on record since 2025-11-14. 2 holders' latest filing reports 5% or more of common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Jacob Suen | 6.6% | 883,453 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| Blair William & Co | 6% | 716,407 | SCHEDULE 13G/A, 2025-11-14 | 2025-09-30 |
| Timothy O'Connell | 3.3% | 332,100 | SCHEDULE 13D, 2026-03-19 | 2026-03-19 |
Purpose of Transaction (Item 4)
Timothy O'Connell
The Reporting Persons acquired the shares of Common Stock because they believe the shares are materially undervalued and represent an attractive investment opportunity. The Reporting Persons believe that the Issuer's Board of Directors (the "Board") has been highly ineffective at creating any sustainable shareholder value since the shares of Common Stock have become publicly traded on August 12, 2016 (the "IPO"). To illustrate, as of March 18, 2026, the Issuer's stock price has declined more than 50% from its IPO price of $8.00 per share, with no dividends or distributions paid to shareholders in the Issuer's entire public-company history. Further, the ongoing lack of scale in the Issuer's business, combined with its highly inefficient public-company structure, leaves shareholders at serious risk of even further value degradation. The Reporting Persons believe the Issuer's business is significantly more valuable to a strategic acquirer than its current public market valuation. The Reporting Persons estimate that the Issuer's shareholders could receive approximately $11 to $13 per share in a sale of the Issuer. This sale valuation estimate is based on the Issuer's consensus analyst forecasted sales of approximately $56 million for fiscal year 2026, gross margins averaging approximately 44% on its products, a conservative two-times multiple of revenues valuation by a strategic acquirer for its core antenna business, and an incremental valuation of at least $25 million for …The first part of Item 4 of the SCHEDULE 13D filed 2026-03-19; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-14 | Blair William & Co | 6% | SCHEDULE 13G/A |
| 2025-11-14 | Jacob Suen | 7.9% | SCHEDULE 13G |
| 2026-03-19 | Timothy O'Connell | 3.3% | SCHEDULE 13D |
| 2026-05-15 | Jacob Suen | 6.6% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.