Bruce E. Terker Updates Mobivity Holdings Stake as of Dec 31, 2023

TL;DR

**Major investor Bruce E. Terker just updated his Mobivity Holdings stake.**

AI Summary

Bruce E. Terker, a significant investor, has filed an amendment to his Schedule 13G, indicating his beneficial ownership of Mobivity Holdings Corp. common stock as of December 31, 2023. This filing, an Amendment No. 10, updates previous disclosures about his stake in the company. This matters to investors because it provides transparency into the holdings of a major shareholder, which can influence stock stability and investor confidence.

Why It Matters

This filing provides an updated snapshot of a key investor's position, offering insight into their continued commitment or changes in their investment strategy for Mobivity Holdings Corp.

Risk Assessment

Risk Level: low — This is a routine amendment filing by a beneficial owner, not indicating any immediate negative or positive event.

Analyst Insight

Investors should note that a significant shareholder, Bruce E. Terker, continues to hold a position in Mobivity Holdings Corp. as of December 31, 2023. While this filing doesn't reveal the exact percentage or number of shares, it confirms ongoing involvement. Smart investors would look for the full details of the amendment to understand any changes in his stake.

Key Players & Entities

• Bruce E. Terker (person) — reporting person and beneficial owner
• Mobivity Holdings Corp. (company) — subject company whose stock is being reported
• BALLYSHANNON FAMILY PARTNERSHIP, L.P. (company) — group member associated with the filing
• BALLYSHANNON PARTNERS, L.P. (company) — group member associated with the filing
• INSIGNIA PARTNERS, L.P. (company) — group member associated with the filing
• ODYSSEY CAPITAL GROUP, L.P. (company) — group member associated with the filing

FAQ

Key Financial Figures

• $0.00 — ity Holdings Corp. (Name of Issuer) $0.00 Par Value Common Stock (Title of Clas

Filing Documents

• d704162dsc13ga.htm (SC 13G/A) — 117KB
• 0001193125-24-002365.txt ( ) — 119KB

(a)

Item 1(a). Name of Issuer Mobivity Holdings Corp.

(b)

Item 1(b). Address of Issuers Principal Executive Offices: 55 North Arizona Place, #310 Chandler, AZ 85225

(a)

Item 2(a). Name of Person Filing: Bruce E. Terker (1)* Ballyshannon Partners, L.P. (2) Ballyshannon Family Partnership, L.P. (3) Insignia Partners, L.P. (4) Odyssey Capital Group, L.P. (5)

(b)

Item 2(b). Address of Principal Business Office or, in none, Residence: 950 West Valley Road, Suite 2900 Wayne, PA 19087

(c)

Item 2(c). Citizenship: Bruce E. Terker is a US Citizen (1) Ballyshannon Partners, L.P. Pennsylvania USA (2) Ballyshannon Family Partnership, L.P. Pennsylvania USA (3) Insignia Partners, L.P. Pennsylvania, USA (4) Odyssey Capital Group, L.P. Pennsylvania, USA (5)

(d)

Item 2(d). Title of Class of Securities: $0.00 Par Value Common Stock

(e)

Item 2(e). CUSIP Number 60743E105 * Bruce E. Terker is the Sole Owner of Ballyshannon Partners, Inc., the General Partner of (2) Ballyshannon Partners, L.P., (3) Ballyshannon Family Partnership, L.P., (4) Insignia Partners, L.P. and is the Sole Owner of Odyssey Capital Group, Inc., the General Partner of (5) Odyssey Capital Group, L.P. CUSIP No. 60743E105

If this Statement is filed pursuant to 240.13d-1(b) or (c), check whether the person filing is a

Item 3.If this Statement is filed pursuant to 240.13d-1(b) or (c), check whether the person filing is a: (a) Broker or dealer registered under Section 15 of the Act; (b) Bank as defined in Section 3(a)(6) of the Act; (c) Insurance company as defined in Section 3(a)(19) of the Act; (d) Investment company registered under Section 8 of the Investment Company Act of 1940; (e) An investment adviser in accordance with Rule 13d-1(b)(1)(ii)(E); (f) An employee benefit plan or endowment fund in accordance with Rule 13d-1(b)(1)(ii)(F); (g) A parent holding company or control person in accordance with Rule 13d-1(b)(1)(ii)(G); (h) A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C.1813); (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; (j) A non-U.S. institution in accordance with Rule 240.13d-1(b)(1)(ii)(J); (k) Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with Rule 240.13-d1(b)(1)(ii)(J), please specify the type of institution: Item 4. Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. * Bruce E. Terker is the beneficial owner of 8,733,332 shares of common stock. Bruce E. Terker is the Sole Owner of Ballyshannon Partners, Inc., the General Partner of (2) Ballyshannon Partners, L.P., (3) Ballyshannon Family Partnership, L.P., (4) Insignia Partners, L.P., and is the Sole Owner of Odyssey Capital Group, Inc. the General Partner of (5) Odyssey Capital Group, L.P. (a)Amount Beneficially Owned (1) 8,733,332 (Mr. Terker may be deemed a beneficial owner of the shares held by (2) Ballyshannon Partners, L.P., (3) Ballyshannon Family Partnership, L.P., (4) Insignia Partners, L.P. and (5) Odyssey Capital Group, L.P. because he is the sole

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