Carlos Bonilla Discloses 10.3% Stake in La Rosa Holdings
Ticker: LRHC · Form: SC 13G · Filed: Jan 17, 2024 · CIK: 1879403
| Field | Detail |
|---|---|
| Company | La Rosa Holdings CORP. (LRHC) |
| Form Type | SC 13G |
| Filed Date | Jan 17, 2024 |
| Risk Level | low |
| Pages | 3 |
| Reading Time | 4 min |
| Key Dollar Amounts | $0.0001 |
| Sentiment | bullish |
Complexity: simple
Sentiment: bullish
Topics: insider-ownership, beneficial-ownership, real-estate, large-stake
TL;DR
**Carlos Bonilla just revealed a 10.3% ownership in La Rosa Holdings, a big vote of confidence!**
AI Summary
Carlos G. Bonilla, a U.S. citizen, reported on December 12, 2023, that he beneficially owns 1,010,840 shares of La Rosa Holdings Corp. (NASDAQ: LRHC) Common Stock, representing 10.3% of the company's outstanding shares. This significant stake gives Bonilla substantial voting and dispositive power over these shares, indicating a strong belief in the company's future or a strategic investment. For current or prospective shareholders, this means a major individual investor has a vested interest, which could influence stock performance or corporate decisions.
Why It Matters
A large individual stake like this can signal confidence in the company's prospects and potentially influence future corporate actions or stock stability.
Risk Assessment
Risk Level: low — This filing indicates a significant individual investment, which generally reduces risk by showing strong conviction from a major shareholder.
Analyst Insight
A smart investor would view this as a positive signal, suggesting a major individual investor sees value in La Rosa Holdings Corp., and might consider further research into the company's fundamentals.
Key Numbers
- 1,010,840 — Shares Beneficially Owned (Represents Carlos G. Bonilla's total ownership in La Rosa Holdings Corp.)
- 10.3% — Percent of Class (Indicates the significant portion of La Rosa Holdings Corp. owned by Carlos G. Bonilla.)
- $0.0001 — Par Value per Share (The nominal value of La Rosa Holdings Corp. Common Stock.)
Key Players & Entities
- Carlos G. Bonilla (person) — Reporting Person, beneficial owner of 1,010,840 shares
- La Rosa Holdings Corp. (company) — Subject Company, issuer of the Common Stock
- 1,010,840 (dollar_amount) — Number of shares beneficially owned by Carlos G. Bonilla
- 10.3% (dollar_amount) — Percentage of class represented by Carlos G. Bonilla's ownership
- December 12, 2023 (dollar_amount) — Date of event requiring the filing
Forward-Looking Statements
- Carlos G. Bonilla will maintain his significant stake in La Rosa Holdings Corp. for the foreseeable future. (Carlos G. Bonilla) — medium confidence, target: Q4 2024
- La Rosa Holdings Corp. stock price will experience increased stability due to a large insider holding. (La Rosa Holdings Corp.) — low confidence, target: Q3 2024
FAQ
Who is the reporting person in this SC 13G filing?
The reporting person is Carlos G. Bonilla, a U.S. citizen, as stated in Item 1 and Item 4 of the Schedule 13G.
What is the name of the issuer whose securities are being reported?
The issuer is La Rosa Holdings Corp., as identified in the 'Name of Issuer' section of the Schedule 13G.
How many shares of Common Stock does Carlos G. Bonilla beneficially own?
Carlos G. Bonilla beneficially owns 1,010,840 shares of Common Stock, as reported in Row 9 of the Schedule 13G.
What percentage of the class of securities does Carlos G. Bonilla's ownership represent?
Carlos G. Bonilla's ownership represents 10.3% of the class of securities, as stated in Row 11 of the Schedule 13G.
What was the date of the event that triggered this filing?
The date of the event which required the filing of this statement was December 12, 2023, as indicated on the cover page of the Schedule 13G.
Filing Stats: 980 words · 4 min read · ~3 pages · Grade level 7.5 · Accepted 2024-01-17 16:05:09
Key Financial Figures
- $0.0001 — me of Issuer) Common Stock, par value $0.0001 per share (Title of Class of Securiti
Filing Documents
- ea191712-13gbonilla_larosa.htm (SC 13G) — 39KB
- 0001213900-24-004133.txt ( ) — 40KB
If this statement is filed pursuant
Item 3. If this statement is filed pursuant to §§240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: (a) Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o). (b) Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c). (c) Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c). (d) Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8). (e) An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E); (f) An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F); (g) A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G); (h) A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); 3 (i) A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) Group, in accordance with §240.13d-1(b)(1)(ii)(J).
Ownership
Item 4. Ownership (a) Amount beneficially owned : Mr. Bonilla beneficially owns 1,010,840 shares of Common Stock, including 239,412 shares of Common Stock owned by for a trust of which Mr. Bonilla serves as a trustee and has sole voting and dispositive power over the trust. (b) Percent of class : The percent of the shares of Common Stock set forth herein represents 8.3% based on 2,109,276 shares of Common Stock outstanding as of December 12, 2023. (c) Number of shares as to which the person has : (i) Sole power to vote or to direct the vote : 1,010,840 (ii) Shared power to vote or to direct the vote : 0 (iii) Sole power to dispose or to direct the disposition : 1,010,840 (iv) Shared power to dispose or to direct the disposition : 0
Ownership of 5 Percent or Less of a
Item 5. Ownership of 5 Percent or Less of a Class. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than 5 percent of the class of securities, check the following . 4
Ownership of More than 5 Percent on
Item 6. Ownership of More than 5 Percent on Behalf of Another Person. Other than as set forth herein, no other person has the right to receive or the power to direct the receipt of dividends from, or proceeds from the sale of, the securities reported herein.
Identification and Classification of
Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person. Not applicable.
Identification and Classification of
Item 8. Identification and Classification of Members of the Group Not applicable.
Notice of Dissolution of Group
Item 9. Notice of Dissolution of Group Not applicable.
Certifications
Item 10. Certifications By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a–11. 5
SIGNATURES
SIGNATURES After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated: January 17, 2024 By: /s/ Carlos G. Bonilla Carlos G. Bonilla 6