SEC ownership of BLOOMIA HOLDINGS, INC.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000875355.

Comparable stake leader

AIR T INC

Disclosed value leader

AIR T INC

Comparable rows

17/22

Latest evidence

29 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
17 of 22
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
AIR T INC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
29 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000875355
Issuer location
Minneapolis, MN

Ownership snapshot

Top shareholders of BLOOMIA HOLDINGS, INC. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
AIR T INC
Disclosed value leader
AIR T INC
Comparable rows
17/22
Latest evidence
29 Jun 2026
13D/G 13F 3/4/5 Lead comparable stake: 34% 5 rows are not safely comparable across share classes. 13D/G row: AIR T INC Showing 1-8 of 22 holder rows.

Quick read

AIR T INC leads the comparable SEC ownership view at 34%.

17 of 22 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens AIR T INC's linked filing trail.
Comparable ownership Top 5
AIR T INC 34%
Blue Clay Capital Partners LP 10%
MORGAN STANLEY 5.9%
Nicholas J. Swenson 19%
Daniel C. Philp 1.8%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 22 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
AIR T INC
13D/G
34%
$6,517,372
1,605,264 shares
+$4,540,887 02 Apr 2026
Blue Clay Capital Partners LP
13D/G
BCCM Advisors, LLC
10%
$2,013,346
495,898 shares
+$1,376,210 02 Apr 2026
MORGAN STANLEY
13D/G 13F
Company
5.9%
$1,143,479
280,953 shares
+$173,117 30 Apr 2026
Nicholas J. Swenson
3/4/5
Director, 10%+ Owner
19%
$3,143,452
911,146 shares
02 Apr 2026
Daniel C. Philp
3/4/5
Co-CEO, Director
1.8%
$293,905
85,190 shares
01 Apr 2026
Werner F. Jansen
3/4/5
CEO & President of subsidiary
1.2%
$230,127
58,408 shares
29 Jun 2026
Chad Bruce Johnson
3/4/5
Director
0.31%
$50,587
14,663 shares
31 Dec 2025
Mary Herfurth
3/4/5
Director
0.25%
$40,692
11,795 shares
31 Dec 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 08 Jul 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-14 of 14 reporting-owner rows connected to BLOOMIA HOLDINGS, INC.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
14
Largest Forms 3/4/5 holder
Nicholas J. Swenson
Net 12M change
$0
Latest report
29 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Nicholas J. Swenson Director, 10%+ Owner $3,143,452 Mixed 02 Apr 2026
Kristine A. Glancy President & CEO, Director $848,213 Mixed 31 Dec 2021
Adam D. May Chief Growth Officer $329,813 Mixed 31 Dec 2021
Daniel C. Philp Co-CEO, Director $293,905 Mixed 01 Apr 2026
Werner F. Jansen CEO & President of subsidiary $230,127 Median 29 Jun 2026
Zackery Weber Sr Dir Fin Plng-Interim PAO $189,948 Mixed 31 Dec 2021
Jacob J. Berning Director $54,172 Mixed 30 Jun 2023
Chad Bruce Johnson Director $50,587 Mixed 31 Dec 2025
Loren A. Unterseher Director $49,009 Mixed 30 Sep 2023
Mary Herfurth Director $40,692 Mixed 31 Dec 2025
Matthew Kelly Director $31,436 Mixed 31 Dec 2025
Mark Jundt Co-CEO, Director $21,496 Mixed 01 Apr 2026
Elizabeth E. McShane Chief Financial Officer $16,946 Mixed 01 Apr 2026
Randy D. Uglem Sr Vice President of Lending Mixed 31 Mar 2023

Recent insider transactions for BLOOMIA HOLDINGS, INC.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Werner F. Jansen TULP Common Stock Award 58,408 58,408 29 Jun 2026 Direct
Nicholas J. Swenson TULP Common Stock Exercise of in-the-money or at-the-money derivative security 499.6% 696,690 836,134 02 Apr 2026 AO Partners I, L.P.
Nicholas J. Swenson TULP Subscription Rights (right to buy) Exercise of in-the-money or at-the-money derivative security -100% -696,690 0 02 Apr 2026 Direct
Elizabeth E. McShane TULP Common Stock, par value $0.01 per share Exercise of out-of-the-money derivative security 2122.6% 4,691 4,912 01 Apr 2026 Direct
Elizabeth E. McShane TULP Subscription Rights (right to buy) Exercise of out-of-the-money derivative security -100% -2,172 0 01 Apr 2026 Direct
Mark Jundt TULP Common Stock, par value $0.01 per share Exercise of out-of-the-money derivative security 146.5% 3,703 6,231 01 Apr 2026 Direct
Mark Jundt TULP Subscription Rights (right to buy) Exercise of out-of-the-money derivative security -100% -1,714 0 01 Apr 2026 Direct
Daniel C. Philp TULP Common Stock, par value $0.01 per share Exercise of out-of-the-money derivative security 40.8% 24,691 85,190 01 Apr 2026 Direct
Daniel C. Philp TULP Subscription Rights (right to buy) Exercise of out-of-the-money derivative security -100% -11,431 0 01 Apr 2026 Direct
Nicholas J. Swenson LDWY Common Stock Equivalent Award 13.7% 1,594 13,191 31 Dec 2025 Direct
Mark Jundt LDWY Common Stock Other 129.8% 1,428 2,528 31 Dec 2025 Direct
Daniel C. Philp LDWY Common Stock Other 2.42% 1,428 60,499 31 Dec 2025 Direct
Elizabeth E. McShane LDWY Common Stock Other 221 221 31 Dec 2025 Direct
Matthew Kelly LDWY Common Stock Equivalents Award 15.6% 1,231 9,112 31 Dec 2025 Direct
Chad Bruce Johnson LDWY Common Stock Equivalent Award 9.16% 1,231 14,663 31 Dec 2025 Direct
Mary Herfurth LDWY Common Stock Equivalent Award 15.6% 1,594 11,795 31 Dec 2025 Direct
Nicholas J. Swenson LDWY Common Stock Equivalent Award 9.52% 1,008 11,597 30 Sep 2025 Direct
Matthew Kelly LDWY Common Stock Equivalent Award 11% 779 7,881 30 Sep 2025 Direct
Chad Bruce Johnson LDWY Common Stock Equivalent Award 6.16% 779 13,432 30 Sep 2025 Direct
Mary Herfurth LDWY Common Stock Equivalent Award 11% 1,008 10,201 30 Sep 2025 Direct
* marks a reported price that did not pass the local price check.
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