• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEW
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G filed by Fathom Holdings Inc.

    7/1/24 11:35:31 AM ET
    $FTHM
    Real Estate
    Finance
    Get the next $FTHM alert in real time by email
    SC 13G 1 formsc13g.htm FORM SC 13G Pinnacle Family Office Investments, L.P.: Form SC 13G - Filed by newsfilecorp.com

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION

    Washington, DC 20549

    SCHEDULE 13G

    (Rule 13d-102)

    INFORMATION TO BE INCLUDED IN THE STATEMENTS FILED
    PURSUANT TO RULES 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO
    FILED PURSUANT TO RULE 13d-2(b)

    (Amendment No. __)*

    Fathom Holdings, Inc.

    (Name of Issuer)

    Common Stock, no par value

    (Title of Class of Securities)

    31198V109

    (CUSIP Number)

    June 21, 2024

    (Date of Event Which Requires Filing of this Statement)

    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

    [  ] Rule 13d-1(b)

    [x] Rule 13d-1(c)

    [  ] Rule 13d-1(d)

    *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

    The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).


    SCHEDULE 13G
    CUSIP NO. 31198V109 Page 2 of 6

    1

    NAMES OF REPORTING PERSONS
    I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (Entities Only)

    Pinnacle Family Office Investments, L.P., a Texas limited partnership
    27-1405464
       
    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP


      (a)  ☐
    (b)  ☒ 
    3 SEC USE ONLY


       
    4 CITIZENSHIP OR PLACE OF ORGANIZATION

    Texas
       
    NUMBER OF

    SHARES

    BENEFICIALLY

    OWNED BY EACH

    REPORTING

    PERSON WITH
    5 SOLE VOTING POWER

    1,100,447 shares of Common Stock
       
    6 SHARED VOTING POWER

    0
       
    7 SOLE DISPOSITIVE POWER

    1,100,447 shares of Common Stock
       
    8 SHARED DISPOSITIVE POWER

    0
       
    9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

    1,100,447 shares of Common Stock
       
    10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES


    ☐  
    11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

    5.28% (See Item 4)
       
    12 TYPE OF REPORTING PERSON

    PN
       
               


    SCHEDULE 13G
    CUSIP NO. 31198V109 Page 3 of 6

    1

    NAMES OF REPORTING PERSONS
    I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (Entities Only)

    Barry M. Kitt
       
    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP


      (a)  ☐
    (b)  ☒ 
    3 SEC USE ONLY


       
    4 CITIZENSHIP OR PLACE OF ORGANIZATION

    United States of America
       
    NUMBER OF

    SHARES

    BENEFICIALLY

    OWNED BY EACH

    REPORTING

    PERSON WITH
    5 SOLE VOTING POWER

    1,128,447 shares of Common Stock
       
    6 SHARED VOTING POWER

    0
       
    7 SOLE DISPOSITIVE POWER

    1,128,447 shares of Common Stock
       
    8 SHARED DISPOSITIVE POWER

    0
       
    9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

    1,128,447 shares of Common Stock
       
    10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES


    ☐  
    11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

    5.41% (See Item 4)
       
    12 TYPE OF REPORTING PERSON

    IN
       
               


    SCHEDULE 13G
    CUSIP NO. 31198V109 Page 4 of 6

    Item 1(a). Name of Issuer:

    Fathom Holdings, Inc. (the "Issuer")

    Item 1(b). Address of Issuer's Principal Executive Offices:

    2000 Regency Parkway Drive, Suite 300

    Cary, North Carolina 27518

    Items 2(a),

    (b) and (c). Name of Persons Filing, Address of Principal Business Office and Citizenship:

    This Schedule 13G is being filed on behalf of Pinnacle Family Office Investments, L.P. and Barry M. Kitt, as joint filers (collectively, the "Reporting Persons").

    The Reporting Persons have entered into a Joint Filing Agreement, a copy of which is filed with this Schedule 13G as Exhibit 1, pursuant to which the Reporting Persons have agreed to file this Schedule 13G jointly in accordance with the provisions of Rule 13d-1(k) of the Securities Exchange Act of 1934, as amended.

    The principal business office of the Reporting Persons is 5910 North Central Expressway, Suite 1475, Dallas, TX 75206.  For citizenship, see Item 4 of each cover page.   

    Item 2(d). Title of Class of Securities:

    Common Stock, no par value (the "Common Stock")

    Item 2(e). CUSIP Number:

    31189V109

    Item 3. Not applicable

    Item 4. Ownership.

    (a) Amount beneficially owned:

     1,128,447 shares of Common Stock*

    (b) Percent of class:

     Based on 20,850,770 shares of Common Stock of the Issuer outstanding as of May 13, 2024, the Reporting Persons hold approximately 5.41%* of the issued and outstanding Common Stock of the Issuer.


    SCHEDULE 13G
    CUSIP NO. 31198V109 Page 5 of 6

     (c) Number of shares to which such person has:

    (i) Sole power to vote or direct the vote:  1,128,447 shares of Common Stock*

    (ii) Shared power to vote or direct the vote:  0

    (iii) Sole power to dispose or to direct the disposition of:  1,128,447 shares of Common Stock*

    (iv) Shared power to dispose of or direct the disposition of: 0

    *This statement is filed on behalf of Pinnacle Family Office Investments, L.P. ("Pinnacle") and Barry M. Kitt.  Pinnacle Family Office, LLC ("Pinnacle Family") is the general partner of Pinnacle.  Mr. Kitt is the manager of Pinnacle Family.  Mr. Kitt may be deemed to be the beneficial owner of the shares of Common Stock beneficially owned by Pinnacle.  Mr. Kitt expressly disclaims beneficial ownership of all shares of Common Stock beneficially owned by Pinnacle.

    Item 5. Ownership of Five Percent or Less of a Class.

    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 By the Parent Holding Company.

    Not applicable

    Item 8. Identification and Classification of Members of the Group.

    Not applicable

    Item 9. Notice of Dissolution of a Group.

    Not applicable

    Item 10. Certification.

    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.


    SCHEDULE 13G
    CUSIP NO. 31198V109 Page 6 of 6

    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:    July 1, 2024

      PINNACLE FAMILY OFFICE INVESTMENTS, L.P.
      By: Pinnacle Family Office, LLC, its general partner
         
         
      By: /s/ Barry M. Kitt
        Barry M. Kitt, its manager
         
         
      /s/ Barry M. Kitt
      Barry M. Kitt


    SCHEDULE 13G 

    CUSIP NO. 31198V109

    Exhibit 1

    JOINT FILING AGREEMENT

    In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned agree to the joint filing on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to 1,128,447 shares of Common Stock of Fathom Holdings, Inc. and further agree that this Joint Filing Agreement shall be included as an exhibit to such joint filings.

    The undersigned further agree that each party hereto is responsible for the timely filing of such Schedule 13G and any amendments thereto, and for the completeness and accuracy of the information concerning such party contained therein; provided, however, that no party is responsible for the completeness or accuracy of the information concerning any other party making the filing, unless such party knows or has reason to believe that such information is inaccurate.

    IN WITNESS WHEREOF, the parties have executed this Joint Filing Agreement on July 1, 2024.

      PINNACLE FAMILY OFFICE INVESTMENTS, L.P.
      By: Pinnacle Family Office, LLC, its general partner
         
         
      By: /s/ Barry M. Kitt
        Barry M. Kitt, its manager
         
         
      /s/ Barry M. Kitt
      Barry M. Kitt


    Get the next $FTHM alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $FTHM

    DatePrice TargetRatingAnalyst
    8/4/2023$12.00Buy
    B. Riley Securities
    8/3/2023$12.00Buy
    B. Riley Securities
    7/19/2022$14.00Overweight
    Stephens
    8/12/2021$65.00 → $66.50Buy
    Roth Capital
    More analyst ratings

    $FTHM
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    B. Riley Securities initiated coverage on Fathom Holdings with a new price target

    B. Riley Securities initiated coverage of Fathom Holdings with a rating of Buy and set a new price target of $12.00

    8/4/23 10:53:09 AM ET
    $FTHM
    Real Estate
    Finance

    B. Riley Securities initiated coverage on Fathom Holdings with a new price target

    B. Riley Securities initiated coverage of Fathom Holdings with a rating of Buy and set a new price target of $12.00

    8/3/23 1:37:40 PM ET
    $FTHM
    Real Estate
    Finance

    Stephens initiated coverage on Fathom Holdings with a new price target

    Stephens initiated coverage of Fathom Holdings with a rating of Overweight and set a new price target of $14.00

    7/19/22 7:25:53 AM ET
    $FTHM
    Real Estate
    Finance

    $FTHM
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Fathom to Present at the 2025 Gateway Conference on September 4th

    CARY, N.C., Aug. 20, 2025 (GLOBE NEWSWIRE) -- Fathom Holdings Inc. (NASDAQ:FTHM) ("Fathom" or the "Company"), a national, technology-driven, end-to-end real estate services platform integrating residential brokerage, mortgage, title, and SaaS offerings for brokerages and agents, will participate in the 2025 Gateway Conference, which is being held September 3-4, at the Four Seasons Hotel in San Francisco, CA. Fathom CEO Marco Fregenal is scheduled to present on Thursday, September 4, at 10:00 am Pacific Time (PT). The presentation will be webcast live and available for replay here. In addition to the presentation, Fregenal will hold one-on-one meetings with investors and analysts. Fregena

    8/20/25 8:30:00 AM ET
    $FTHM
    Real Estate
    Finance

    Fathom Holdings Reports Second Quarter 2025 Results

    – Fathom achieved 36% year-over-year revenue growth, driven by 25% transaction growth – CARY, N.C., Aug. 12, 2025 /PRNewswire/ -- Fathom Holdings Inc. (NASDAQ:FTHM) ("Fathom" or the "Company"), a national, technology-driven, end-to-end real estate services platform integrating residential brokerage, mortgage, title, and SaaS offerings for brokerages and agents, today reported financial results for the second quarter and first six months ended June 30, 2025, which included delivering 36% year-over-year revenue growth, a 23% increase in agent count, 25% transaction growth, and a return to adjusted EBITDA profitability.

    8/12/25 4:05:00 PM ET
    $FTHM
    Real Estate
    Finance

    Fathom Expands Market Share in Arizona by Licensing Its intelliAgent Platform to Sovereign Realty Partners

    CARY, N.C., Aug. 11, 2025 /PRNewswire/ -- Fathom Holdings Inc. (NASDAQ:FTHM) ("Fathom" or the "Company") is proud to announce its expansion in the Arizona market through a strategic partnership with seasoned industry leaders Jeff Hawke, Joel Moyes, and Patrick Lewis. This partnership grants them a license to provide Fathom's "intelliAgent" platform and "Elevate" program throughout the State of Arizona. The company will operate under the name Fathom Realty Elite. This partnership significantly strengthens Fathom's presence in one of the largest and fastest-growing real estate m

    8/11/25 5:26:00 PM ET
    $FTHM
    Real Estate
    Finance

    $FTHM
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Chief Executive Officer Fregenal Marco gifted 52,147 shares (SEC Form 4)

    4 - Fathom Holdings Inc. (0001753162) (Issuer)

    8/1/25 4:46:57 PM ET
    $FTHM
    Real Estate
    Finance

    Large owner Harley Joshua sold $205,128 worth of shares (133,508 units at $1.54), decreasing direct ownership by 4% to 3,227,801 units (SEC Form 4)

    4 - Fathom Holdings Inc. (0001753162) (Issuer)

    7/23/25 4:34:20 PM ET
    $FTHM
    Real Estate
    Finance

    Large owner Harley Joshua sold $89,991 worth of shares (67,592 units at $1.33), decreasing direct ownership by 2% to 3,361,309 units (SEC Form 4)

    4 - Fathom Holdings Inc. (0001753162) (Issuer)

    7/18/25 4:22:29 PM ET
    $FTHM
    Real Estate
    Finance

    $FTHM
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Flanders Scott N bought $500,000 worth of shares (693,866 units at $0.72) (SEC Form 4)

    4 - Fathom Holdings Inc. (0001753162) (Issuer)

    3/18/25 4:09:24 PM ET
    $FTHM
    Real Estate
    Finance

    Director Murray Stephen H. bought $100,000 worth of shares (138,773 units at $0.72) (SEC Form 4)

    4 - Fathom Holdings Inc. (0001753162) (Issuer)

    3/18/25 4:00:20 PM ET
    $FTHM
    Real Estate
    Finance

    Director Flanders Scott N bought $10,696 worth of shares (5,487 units at $1.95) and gifted 90,000 shares (SEC Form 4)

    4 - Fathom Holdings Inc. (0001753162) (Issuer)

    12/12/24 4:54:18 PM ET
    $FTHM
    Real Estate
    Finance

    $FTHM
    SEC Filings

    View All

    SEC Form 10-Q filed by Fathom Holdings Inc.

    10-Q - Fathom Holdings Inc. (0001753162) (Filer)

    8/12/25 4:25:20 PM ET
    $FTHM
    Real Estate
    Finance

    Fathom Holdings Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

    8-K - Fathom Holdings Inc. (0001753162) (Filer)

    8/12/25 4:16:05 PM ET
    $FTHM
    Real Estate
    Finance

    SEC Form DEFA14A filed by Fathom Holdings Inc.

    DEFA14A - Fathom Holdings Inc. (0001753162) (Filer)

    7/11/25 4:07:55 PM ET
    $FTHM
    Real Estate
    Finance

    $FTHM
    Financials

    Live finance-specific insights

    View All

    Fathom Holdings Sets Second Quarter 2025 Conference Call for Tuesday, August 12, 2025, at 5:00 p.m. ET

    CARY, N.C., Aug. 5, 2025 /PRNewswire/ -- Fathom Holdings Inc. (NASDAQ:FTHM) ("Fathom" or the "Company"), a national, technology-driven, end-to-end real estate services platform integrating residential brokerage, mortgage, title, and SaaS offerings for brokerages and agents, will hold a conference call on Tuesday, August 12, 2025 at 5:00 p.m. Eastern time (2:00 p.m. Pacific time) to discuss its financial results for the second quarter ended June 30, 2025. Financial results will be issued in a press release before the call. Call Date: Tuesday, August 12, 2025Time: 5:00 p.m. East

    8/5/25 8:00:00 AM ET
    $FTHM
    Real Estate
    Finance

    Fathom Holdings Sets First Quarter 2024 Conference Call for Tuesday, May 13, 2025, at 5:00 p.m. ET

    CARY, N.C., May 6, 2025 /PRNewswire/ -- Fathom Holdings Inc. (NASDAQ:FTHM) ("Fathom" or the "Company"), a national, technology-driven, end-to-end real estate services platform integrating residential brokerage, mortgage, title, and SaaS offerings for brokerages and agents, will hold a conference call on Tuesday, May 13, 2025, at 5:00 p.m. Eastern time (2:00 p.m. Pacific time) to discuss its financial results for the first quarter ended March 31, 2025. Financial results will be issued in a press release before the call. Call Date: Tuesday, May 13, 2025Time: 5:00 p.m. Eastern ti

    5/6/25 4:05:00 PM ET
    $FTHM
    Real Estate
    Finance

    Fathom Holdings Sets Fourth Quarter and Full Year 2024 Conference Call for Wednesday, March 12, 2025, at 5:00 p.m. ET

    CARY, N.C., March 4, 2025 /PRNewswire/ -- Fathom Holdings Inc. (NASDAQ:FTHM) ("Fathom" or the "Company"), a national, technology-driven, end-to-end real estate services platform integrating residential brokerage, mortgage, title, and SaaS offerings for brokerages and agents, will hold a conference call on Wednesday, March 12, 2025, at 5:00 p.m. Eastern time (2:00 p.m. Pacific time) to discuss its financial results for the fourth quarter and full year ended December 31, 2025. Financial results will be issued in a press release before the call. Call Date: Wednesday, March 12, 20

    3/4/25 8:30:00 AM ET
    $FTHM
    Real Estate
    Finance

    $FTHM
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13G/A filed by Fathom Holdings Inc.

    SC 13G/A - Fathom Holdings Inc. (0001753162) (Subject)

    11/14/24 12:20:56 PM ET
    $FTHM
    Real Estate
    Finance

    Amendment: SEC Form SC 13G/A filed by Fathom Holdings Inc.

    SC 13G/A - Fathom Holdings Inc. (0001753162) (Subject)

    11/12/24 4:02:02 PM ET
    $FTHM
    Real Estate
    Finance

    Amendment: SEC Form SC 13D/A filed by Fathom Holdings Inc.

    SC 13D/A - Fathom Holdings Inc. (0001753162) (Subject)

    9/16/24 4:34:29 PM ET
    $FTHM
    Real Estate
    Finance

    $FTHM
    Leadership Updates

    Live Leadership Updates

    View All

    Fathom Holdings Appoints Highly Experienced Technology Industry Expert Adam Rothstein to Board of Directors

    CARY, N.C., March 17, 2025 /PRNewswire/ -- Fathom Holdings, Inc. (NASDAQ:FTHM) ("Fathom"; or the "Company"), a national, technology-driven, end-to-end real estate services platform integrating residential brokerage, mortgage, title, and SaaS offerings for brokerages and agents, has appointed highly-experienced technology industry expert Adam Rothstein to its Board of Directors.  Mr. Rothstein will serve on the Company's Audit Committee, Nominating and Corporate Governance Committee, and its newly formed Strategy Committee. Mr. Rothstein, age 53, is a venture investor specializ

    3/17/25 4:05:00 PM ET
    $BZFD
    $FTHM
    $RSVR
    Telecommunications Equipment
    Consumer Discretionary
    Real Estate
    Finance

    Fathom Realty Names Andrew Shock, Vice President of Operations, to Drive Growth and Innovation

    CARY, N.C., Dec. 12, 2024 /PRNewswire/ -- Fathom Realty, a subsidiary of Fathom Holdings, Inc. (NASDAQ:FTHM) ("Fathom"; or the "Company"), a national, technology-driven, end-to-end real estate services platform integrating residential brokerage, mortgage, title, and SaaS offerings for brokerages and agents, has appointed Andrew Shock as Vice President of Operations. With over 20 years of experience in the residential brokerage industry, Shock brings a wealth of expertise and leadership to his new role, further strengthening Fathom Realty's operational capabilities. "Andrew's e

    12/12/24 4:05:00 PM ET
    $FTHM
    Real Estate
    Finance

    Fathom Holdings' Subsidiary, Verus Title, Appoints Industry Veteran Monica Schroeder as President and Promotes Penelope Vockel to Chief Operating Officer

    CARY, N.C., Oct. 31, 2024 /PRNewswire/ -- Verus Title, a subsidiary of Fathom Holdings Inc. (NASDAQ:FTHM), a national, technology-driven real estate services platform, today announced the appointment of Monica Schroeder, an accomplished industry veteran, as President. Additionally, Penelope Vockel, previously Vice President for the Northeast and Midwest regions, has been promoted to Chief Operating Officer (COO). Monica Schroeder Before joining Verus Title, Schroeder led a national title agency for five years, demonstrating her expertise in scaling operations, maintaining comp

    10/31/24 4:05:00 PM ET
    $FTHM
    Real Estate
    Finance