Katapult Holdings, Inc.: 5%+ holders

Katapult Holdings, Inc. has 16 Schedule 13D or 13G filings on record since 2025-09-05. 4 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

Purpose of Transaction (Item 4)

Blue Owl Capital Holdings LP

Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following at the end thereof: On November 2, 2025, the Issuer entered into the Limited Waiver and First Amendment ("Limited Waiver and First Amendment") to its Refinancing Agreement with the Credit Parties and lenders party thereto pursuant to which (1) the lenders under the Loan Agreement waived the Issuer's existing default arising from the Issuer's failure to achieve required thresholds for Minimum Trailing Three-Month Originations for the periods ended August 31, 2025, September 30, 2025, and October 31, 2025, and (2) the Loan Agreement was amended to (i) adjust thresholds under the Minimum Three-Month Originations financial covenant for certain periods ending on and after November 30, 2025, (ii) increase the threshold under the Minimum Liquidity financial covenant for certain future periods, and (iii) reduce the advance rate under our revolving loan. As a condition of the Limited Waiver and First Amendment, on November 3, 2025, the aggregate outstanding principal balance of the Term Loan and all accrued and unpaid interest (including all PIK Interest) and all other Obligations (as defined in the Limited Waiver and First Amendment) owing to the Reporting Person in respect thereof under the Refinancing Agreement was paid in full in cash in an aggregate amount of $35,215,438.09 pursuant to that certain partial payoff letter, dated November 2, 2025 (the "Term Loan Payoff"). In connection with the …The first part of Item 4 of the SCHEDULE 13D/A filed 2025-11-05; the filing has the rest

HHCF Series 21 Sub, LLC

Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On August 11, 2026, HHCF transferred 612,985 shares of the Issuer's Common Stock in a private transaction.Item 4 of the SCHEDULE 13D/A filed 2026-08-13

William Allan Jones

The information set forth in Items 3 and 6 is incorporated by reference in its entirety into this Item 4. On December 11, 2025, the Issuer entered into the Merger Agreement with Merger Sub 1, Merger Sub 2, CCFI, and Aaron's. Pursuant to the Merger Agreement, on August 11, 2026, (i) Merger Sub 1 merged with and into Aaron's, with Aaron's surviving as a wholly owned subsidiary of the Issuer (the "Aaron's Merger"), and (ii) Merger Sub 2 merged with and into CCFI, with CCFI surviving as a wholly owned subsidiary of the Issuer (the "CCFI Merger" and, together with the Aaron's Merger, the "Mergers"). The Mergers were effected as all-stock transactions. No cash consideration was paid. Pursuant to the Merger Agreement, each outstanding equity interest in CCFI (other than certain excluded interests) was converted into the right to receive shares of Common Stock of the Issuer based on the applicable exchange ratios set forth in the Merger Agreement. Similarly, each share of Aaron's common stock outstanding immediately prior to the effective time was converted into shares of Common Stock of the Issuer based on the applicable exchange ratio. Mr. Jones serves as Observer to the Board of Directors. William Jones III, the son of W. Allan Jones, serves as a member of the Board of Directors of the Issuer, having been designated as a Class C director pursuant to the Stockholders Agreement described in Item 6. As a result, the Reporting Persons may have influence over the corporate …The first part of Item 4 of the SCHEDULE 13D filed 2026-08-18; the filing has the rest

KMJ Group Holdings, LLC

The information set forth in Item 3 hereof is hereby incorporated by reference. Lock-Up Agreements In connection and concurrently with the execution and delivery of the Merger Agreement, IQV Holdco and certain other CCF and Aaron's securityholders entered into a lock-up agreement (the "Lock-Up Agreement") with the Issuer, Aaron's and CCFI. The Lock-Up Agreement provides that, among other things, IQV Holdco may not sell, transfer, pledge or dispose of ("Transfer") any Common Stock for six months following the consummation of the Mergers (the "Closing") without the prior written consent from the Issuer, subject to customary exceptions. At six months following the Closing, IQV Holdco (and any permitted distributee pursuant to the Lock-Up Agreement) may Transfer up to 50% of their shares of Common Stock. At nine months following the Closing, IQV Holdco (and any permitted distributee pursuant to the Lock-Up Agreement) may Transfer up to 75% of their shares of Common Stock. Upon the first anniversary of the Closing, the restrictions on Transfers contained in the Lock-Up Agreement will expire. The foregoing description of the Lock-Up Agreement does not purport to be complete and is subject to, and is qualified in its entirety by reference to, the full text of the form of Lock-Up Agreement, which is incorporated herein by reference and included as an exhibit hereto. Registration Rights Agreement In connection and concurrently with the execution and delivery of the Merger …The first part of Item 4 of the SCHEDULE 13D filed 2026-08-18; the filing has the rest

BasePoint Group Inc.

No funds or other consideration were used by the Reporting Person to acquire the shares of Common Stock reported herein. On August 11, the Issuer completed its previously announced merger transaction (the Merger) in accordance with the terms and conditions of the Agreement and Plan of Merger, dated by December 11, 2025, by and among the Issuer, Katapult Merger Sub 1, Inc., Katapult Merger Sub 2, LLC, CCF Holdings LLC, and Aarons Intermediate Holdco, Inc. See Item 2.01 of the Issuers current report on Form 8K filed with the Commission on August 11, 2026 for additional information regarding the completion of the Merger. In connection with the Merger, (a) 22,801,805 shares of Common Stock were issued to certain funds and accounts managed by the Reporting Person solely as non-cash merger consideration in exchange for such funds and accounts pre-merger holdings of (i) shares of common stock in Aarons Intermediate Holdco, Inc. and (ii) membership interests in CCF Holdings LLC, and (b) 612,985 shares of Common Stock were received as partial satisfaction of certain contingent payment obligations arising as a result of the Merger. The Reporting Person holds the securities of the Issuer for investment purposes and intends to review its investments on a continuing basis. Any actions the Reporting Person might undertake will be dependent upon the Reporting Persons review of numerous factors, including, but not limited to: an ongoing evaluation of the Issuers business, financial …The first part of Item 4 of the SCHEDULE 13D filed 2026-08-18; the filing has the rest

Timeline

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.

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