Eddleman Living Trust Maintains 2.7M Share Stake in Repligen
Ticker: RGEN · Form: SC 13G/A · Filed: Feb 6, 2024 · CIK: 730272
| Field | Detail |
|---|---|
| Company | Repligen Corp (RGEN) |
| Form Type | SC 13G/A |
| Filed Date | Feb 6, 2024 |
| Risk Level | low |
| Pages | 5 |
| Reading Time | 6 min |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: institutional-ownership, amendment, shareholder-update
TL;DR
**Eddleman Trust still holds 2.7M Repligen shares, signaling stable institutional backing.**
AI Summary
The Roy T. Eddleman Living Trust, a significant shareholder in Repligen Corporation, filed an Amendment No. 6 to its Schedule 13G on February 6, 2024, reporting its beneficial ownership as of December 31, 2023. The trust holds 2,705,689 shares of Repligen's common stock, representing a substantial stake with shared voting and dispositive power. This matters to investors as it confirms a large, long-term holder's continued position, indicating confidence in the company's future, and any future changes could signal shifts in institutional sentiment.
Why It Matters
This filing confirms a major shareholder's continued significant investment in Repligen, which can be a positive signal of long-term confidence for current and prospective investors.
Risk Assessment
Risk Level: low — This filing indicates a stable, long-term holding by a significant entity, which generally reduces short-term volatility risk.
Analyst Insight
Investors should note the continued stable ownership by a major trust, which suggests long-term confidence in Repligen. While not a new investment, it reinforces existing institutional support.
Key Numbers
- 2,705,689 — Shares Beneficially Owned (This is the total number of Repligen common stock shares held by the Roy T. Eddleman Living Trust as of December 31, 2023.)
- December 31, 2023 — Date of Event (This is the specific date for which the beneficial ownership information is being reported in the filing.)
- Amendment No. 6 — Filing Amendment Number (This indicates that the Roy T. Eddleman Living Trust has previously filed five other amendments to its Schedule 13G for Repligen.)
Key Players & Entities
- Roy T. Eddleman Living Trust (company) — Reporting Person and beneficial owner of Repligen shares
- Repligen Corporation (company) — Subject company whose securities are being reported
- Roy T. Eddleman Charitable Remainder Trust #1 (company) — Group Member
- Roy T. Eddleman Charitable Remainder Trust #2 (company) — Group Member
- 2,705,689 (dollar_amount) — Number of shares beneficially owned by the Roy T. Eddleman Living Trust
Forward-Looking Statements
- The Roy T. Eddleman Living Trust will maintain a significant stake in Repligen Corporation for at least the next year. (Roy T. Eddleman Living Trust) — medium confidence, target: December 31, 2024
FAQ
Who is the reporting person in this SC 13G/A filing?
The reporting person is the Roy T. Eddleman Living Trust, as stated on Page 2, Item 1 of the filing.
What is the total number of Repligen Corporation shares beneficially owned by the reporting person as of the event date?
The Roy T. Eddleman Living Trust beneficially owns 2,705,689 shares of Repligen Corporation, as reported on Page 2, Item 9 of the filing.
What type of voting and dispositive power does the Roy T. Eddleman Living Trust have over these shares?
The trust has shared voting power and shared dispositive power over all 2,705,689 shares, as indicated on Page 2, Items 6 and 8 of the filing.
What was the date of the event which required this filing?
The date of the event which required this filing was December 31, 2023, as stated on the cover page of the Schedule 13G.
Under which rule of the Securities Exchange Act of 1934 was this Schedule 13G filed?
This Schedule 13G was filed under Rule 13d-1(c), as indicated by the checked box on the cover page of the filing.
Filing Stats: 1,387 words · 6 min read · ~5 pages · Grade level 7.2 · Accepted 2024-02-06 13:41:19
Filing Documents
- ea192701-13ga6roy_replien.htm (SC 13G/A) — 66KB
- 0001213900-24-010433.txt ( ) — 67KB
(a). Name of issuer: Repligen
Item 1(a). Name of issuer: Repligen Corporation.
(b). Address of issuer’s principal
Item 1(b). Address of issuer’s principal executive offices: 41 Seyon Street, Waltham, Massachusetts 02453
(a). Name of person filing
Item 2(a). Name of person filing: (i) Roy T. Eddleman Living Trust (ii) Roy T. Eddleman Charitable Remainder Trust #1 (iii) Roy T. Eddleman Charitable Remainder Trust #2
(b). Address of principal business office,
Item 2(b). Address of principal business office, or, if none, residence: c/o TroyGould PC, 1801 Century Park East, 16th Floor, Los Angeles, California 90067, Attention: Istvan Benko.
(c). Citizenship: Each reporting person
Item 2(c). Citizenship: Each reporting person was formed under the laws of the United States.
(d). Title of class of securities: Common
Item 2(d). Title of class of securities: Common stock, $.01 par value per share, of the Issuer.
(e). CUSIP No.: 759916109
Item 2(e). CUSIP No.: 759916109
If this statement is filed pursuant to Rule 13d-1(b) or 13d-2(b), check whether the person filing is a
Item 3. If this statement is filed pursuant to Rule 13d-1(b) or 13d-2(b), 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 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 (15 U.S.C. 80a–3); (j) ¨ A non-U.S. institution in accordance with §240.13d–1(b)(1)(ii)(J); and (k) ¨ Group, in accordance with §240.13d–1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with §240.13d–1(b)(1)(ii)(J), please specify the type of institution. CUSIP NO. 759916109 Page 6 of 7 Pages Item 4. Until his death on June 11, 2022, Roy T. Eddleman was the sole trustee of each of the reporting persons, and as such had investment and voting control over such shares. This Amendment is being filed to reflect the fact that Mr. Eddleman has died and that Nereyda Rubio and Anis Garci have replaced Mr. Eddleman as the co-trustees of each reporting person. As co-trustees, each co-trustee has investment and voting control over the shares covered by this Schedule and may be deemed to have shared voting power and shared investment power with r
Ownership of Five Percent or Less of a Class. If this Schedule is being filed to report the fact
Item 5. Ownership of Five Percent or Less of a Class. If this Schedule 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 five percent of the class of securities, check the following .
Ownership of More than Five Percent on Behalf of Another Person. Not Applicable
Item 6. Ownership of More than Five Percent on Behalf of Another Person. Not Applicable. Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company. Not Applicable.
Identification and Classification of Members of the Group. Not Applicable
Item 8. Identification and Classification of Members of the Group. Not Applicable.
Notice of Dissolution of Group. Not Applicable
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. CUSIP NO. 759916109 Page 7 of 7 Pages SIGNATURE 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: February 6, 2024 Roy T. Eddleman Living Trust /S/ Nereyda Rubio Name: Nereyda Rubio Its: Co-Trustee /S/ Anis Garci Name: Anis Garci Its: Co-Trustee Roy T. Eddleman Charitable Remainder Trust #1 /S/ Nereyda Rubio Name: Nereyda Rubio Its: Co-Trustee /S/ Anis Garci Name: Anis Garci Its: Co-Trustee Roy T. Eddleman Charitable Remainder Trust #2 /S/ Nereyda Rubio Name: Nereyda Rubio Its: Co-Trustee /S/ Anis Garci Name: Anis Garci Its: Co-Trustee