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Hale Partnership Capital Management, LLC

Disclosed activity across 2 companies

Tapewire entity
71742
SEC CIK
0001602824

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
FedNat Holding CoFNHC · Entity 14062210% ownerOctober 19, 2020October 29, 2020
HG Holdings, Inc.STLY · Entity 768910% ownerDecember 10, 2025December 13, 2025

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

FedNat Holding Co

Report date October 19, 2020 · Filed October 29, 2020

Jointly reported with Hale Partnership Fund, L.P., Hale Steven A II

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, par value $0.01SEC Table I · non-derivativeIndirectHale Partnership Fund, L.P.684,313 Reported balance Holding disclosure · report date 2020-10-19 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 684,313

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P and Dickinson - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

Common Stock, par value $0.01SEC Table I · non-derivativeIndirectClark ? Hale Fund, L.P.118,022 Reported balance Holding disclosure · report date 2020-10-19 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 118,022

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P and Dickinson - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

Common Stock, par value $0.01SEC Table I · non-derivativeIndirectMGEN II ? Hale Fund, L.P.12,229 Reported balance Holding disclosure · report date 2020-10-19 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 12,229

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P and Dickinson - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

Common Stock, par value $0.01SEC Table I · non-derivativeIndirectSmith ? Hale Fund, L.P63,050 Reported balance Holding disclosure · report date 2020-10-19 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 63,050

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P and Dickinson - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

Common Stock, par value $0.01SEC Table I · non-derivativeIndirectDickinson ? Hale Fund, L.P.54,377 Reported balance Holding disclosure · report date 2020-10-19 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 54,377

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P and Dickinson - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

Common Stock, par value $0.01SEC Table I · non-derivativeIndirectSee footnotes.544,949 Reported balance Holding disclosure · report date 2020-10-19 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 544,949

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P and Dickinson - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2: Represents shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Filing footnotes · ownership attribution and instrument terms

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P and Dickinson - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2: Represents shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

HG Holdings, Inc.

Report date December 10, 2025 · Filed December 13, 2025

Jointly reported with Hale Partnership Fund, L.P., Hale Steven A II

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, par value $0.02 per shareSEC Table I · non-derivativeIndirectBy Clark - Hale Fund, L.P.0 Reported balance After 2025-12-10 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2025-12-10 · Disposition to issuer · Disposed 97,678 · Balance 0

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Hale ICFG Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P., Dickinson - Hale Fund, L.P. and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale or (ii) 1,511,983 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Common Stock, par value $0.02 per shareSEC Table I · non-derivativeIndirectBy Hale Partnership Fund, L.P.1,550,439 Reported balance Holding disclosure · report date 2025-12-10 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 1,550,439

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Hale ICFG Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P., Dickinson - Hale Fund, L.P. and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale or (ii) 1,511,983 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Common Stock, par value $0.02 per shareSEC Table I · non-derivativeIndirectBy Hale ICFG Fund, L.P.376,689 Reported balance Holding disclosure · report date 2025-12-10 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 376,689

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Hale ICFG Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P., Dickinson - Hale Fund, L.P. and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale or (ii) 1,511,983 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Common Stock, par value $0.02 per shareSEC Table I · non-derivativeIndirectBy MGEN II - Hale Fund, L.P.63,100 Reported balance Holding disclosure · report date 2025-12-10 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 63,100

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Hale ICFG Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P., Dickinson - Hale Fund, L.P. and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale or (ii) 1,511,983 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Common Stock, par value $0.02 per shareSEC Table I · non-derivativeIndirectBy Smith - Hale Fund, L.P.187,243 Reported balance Holding disclosure · report date 2025-12-10 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 187,243

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Hale ICFG Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P., Dickinson - Hale Fund, L.P. and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale or (ii) 1,511,983 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Common Stock, par value $0.02 per shareSEC Table I · non-derivativeIndirectBy Dickinson - Hale Fund, L.P.87,704 Reported balance Holding disclosure · report date 2025-12-10 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 87,704

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Hale ICFG Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P., Dickinson - Hale Fund, L.P. and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale or (ii) 1,511,983 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Filing footnotes · ownership attribution and instrument terms

F1: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Hale ICFG Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P., Dickinson - Hale Fund, L.P. and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale or (ii) 1,511,983 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Transaction history

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Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 10, 2025 Filed Dec 13, 2025 02:26 UTC HG Holdings, Inc. STLY · Entity 7689 Disposition to issuerCommon Stock, par value $0.02 per share 97,678 $4.25 $415,131.50
Disclosure

SEC source: 0001602824-25-000009 · primary_doc.xml · nonDerivative · entry 1

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Clark - Hale Fund, L.P.

Disclosed balance after: 0

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Hale ICFG Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P., Dickinson - Hale Fund, L.P. and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale or (ii) 1,511,983 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
April 21, 2025 Filed May 12, 2025 21:22 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 84,904 Not disclosed Not disclosed
Disclosure

SEC source: 0001602824-25-000003 · primary_doc.xml · nonDerivative · entry 5

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dickinson - Hale Fund, L.P.

Disclosed balance after: 87,704

F8 · price: The reporting person acquired the Common Stock in a privately negotiated transaction in exchange for shares of common stock and Class A stock of ACMAT and other assets having an estimated market value of approximately $662,251.

F2 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Hale ICFG Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P., Dickinson - Hale Fund, L.P. and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. (the "Company"). Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F3 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale or (ii) 1,511,983 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
April 21, 2025 Filed May 12, 2025 21:22 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 185,343 Not disclosed Not disclosed
Disclosure

SEC source: 0001602824-25-000003 · primary_doc.xml · nonDerivative · entry 4

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Smith - Hale Fund, L.P.

Disclosed balance after: 187,243

F7 · price: The reporting person acquired the Common Stock in a privately negotiated transaction in exchange for shares of common stock and Class A stock of ACMAT and other assets having an estimated market value of approximately $1,445,675.

F2 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Hale ICFG Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P., Dickinson - Hale Fund, L.P. and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. (the "Company"). Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F3 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale or (ii) 1,511,983 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
April 21, 2025 Filed May 12, 2025 21:22 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 32,855 Not disclosed Not disclosed
Disclosure

SEC source: 0001602824-25-000003 · primary_doc.xml · nonDerivative · entry 3

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By MGEN II - Hale Fund, L.P.

Disclosed balance after: 63,100

F6 · price: The reporting person acquired the Common Stock in a privately negotiated transaction in exchange for shares of Class A stock of ACMAT and other assets having an estimated market value of approximately $256,269.

F2 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Hale ICFG Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P., Dickinson - Hale Fund, L.P. and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. (the "Company"). Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F3 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale or (ii) 1,511,983 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
April 21, 2025 Filed May 12, 2025 21:22 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 376,689 Not disclosed Not disclosed
Disclosure

SEC source: 0001602824-25-000003 · primary_doc.xml · nonDerivative · entry 2

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Hale ICFG Fund, L.P.

Disclosed balance after: 376,689

F5 · price: The reporting person acquired the Common Stock in a privately negotiated transaction in exchange for shares of common stock and Class A stock of ACMAT and other assets having an estimated market value of approximately $2,938,174.

F2 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Hale ICFG Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P., Dickinson - Hale Fund, L.P. and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. (the "Company"). Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F3 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale or (ii) 1,511,983 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
April 21, 2025 Filed May 12, 2025 21:22 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 847,428 Not disclosed Not disclosed
Disclosure

SEC source: 0001602824-25-000003 · primary_doc.xml · nonDerivative · entry 1

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Hale Partnership Fund, L.P.

Disclosed balance after: 1,550,439

F1 · price: The reporting person acquired the Common Stock in a privately negotiated transaction in exchange for shares of common stock and Class A stock of ACMAT Corporation ("ACMAT") and other assets having an estimated market value of approximately $6,609,938.

F2 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Hale ICFG Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P., Dickinson - Hale Fund, L.P. and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. (the "Company"). Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F3 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale or (ii) 1,511,983 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

F4 · balance_after: The amount of securities beneficially owned by Hale Partnership Fund, L.P. in the Form 4 filed on December 17, 2021 was incorrectly reported as 703,019 shares of Common Stock. Such Form 4 should have reported 703,011 shares of Common Stock beneficially owned by Hale Partnership Fund, L.P.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 22:08 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 100 $10.15 $1,015.00
Disclosure

SEC source: 0001209191-21-070340 · doc4.xml · nonDerivative · entry 5

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Dickinson - Hale Fund, L.P.

Disclosed balance after: 2,800

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P. and Dickinson - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. (the "Company"). Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman and Chief Executive Officer of the Company or (ii) 139,326 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
December 10, 2021 Filed Dec 10, 2021 23:56 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 700 $10.00 $7,000.00
Disclosure

SEC source: 0001209191-21-069125 · doc4.xml · nonDerivative · entry 8

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Dickinson - Hale Fund, L.P.

Disclosed balance after: 2,700

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P. and Dickinson - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. (the "Company"). Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman and Chief Executive Officer of the Company or (ii) 139,326 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
December 10, 2021 Filed Dec 10, 2021 23:56 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 700 $10.05 $7,035.00
Disclosure

SEC source: 0001209191-21-069125 · doc4.xml · nonDerivative · entry 7

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Dickinson - Hale Fund, L.P.

Disclosed balance after: 2,000

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P. and Dickinson - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. (the "Company"). Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman and Chief Executive Officer of the Company or (ii) 139,326 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
December 09, 2021 Filed Dec 10, 2021 23:56 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 800 $10.00 $8,000.00
Disclosure

SEC source: 0001209191-21-069125 · doc4.xml · nonDerivative · entry 6

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Dickinson - Hale Fund, L.P.

Disclosed balance after: 1,300

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P. and Dickinson - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. (the "Company"). Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman and Chief Executive Officer of the Company or (ii) 139,326 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
December 08, 2021 Filed Dec 10, 2021 23:56 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 500 $10.10 $5,050.00
Disclosure

SEC source: 0001209191-21-069125 · doc4.xml · nonDerivative · entry 5

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Dickinson - Hale Fund, L.P.

Disclosed balance after: 500

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P., Smith - Hale Fund, L.P. and Dickinson - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. (the "Company"). Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman and Chief Executive Officer of the Company or (ii) 139,326 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 22:35 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 1,000 $9.90 $9,900.00
Disclosure

SEC source: 0001209191-21-067934 · doc4.xml · nonDerivative · entry 4

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Smith - Hale Fund, L.P.

Disclosed balance after: 1,900

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P. and Smith - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. (the "Company"). Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman and Chief Executive Officer of the Company or (ii) 139,326 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
November 29, 2021 Filed Dec 1, 2021 00:39 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 100 $10.05 $1,005.00
Disclosure

SEC source: 0001209191-21-067211 · doc4.xml · nonDerivative · entry 5

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Smith - Hale Fund, L.P.

Disclosed balance after: 900

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P. and Smith - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. (the "Company"). Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman and Chief Executive Officer of the Company or (ii) 139,326 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
November 26, 2021 Filed Dec 1, 2021 00:39 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 800 $10.05 $8,040.00
Disclosure

SEC source: 0001209191-21-067211 · doc4.xml · nonDerivative · entry 4

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Smith - Hale Fund, L.P.

Disclosed balance after: 800

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as the general partner to each of Hale Partnership Fund, L.P., Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P. and Smith - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. (the "Company"). Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein, except to the extent of its or his pecuniary interest therein.

F2 · balance_after: Does not include (i) 27,777 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman and Chief Executive Officer of the Company or (ii) 139,326 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
June 25, 2020 Filed Jun 30, 2020 00:16 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 58,610 $0.65 $38,096.50
Disclosure

SEC source: 0001209191-20-039278 · doc4.xml · nonDerivative · entry 3

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · MGEN II - Hale Fund, L.P.

Disclosed balance after: 362,947

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 333,333 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company or (ii) 1,671,921 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
June 25, 2020 Filed Jun 30, 2020 00:16 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 415,066 $0.65 $269,792.90
Disclosure

SEC source: 0001209191-20-039278 · doc4.xml · nonDerivative · entry 2

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Clark - Hale Fund, L.P.

Disclosed balance after: 1,172,137

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 333,333 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company or (ii) 1,671,921 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
June 25, 2020 Filed Jun 30, 2020 00:16 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 2,987,335 $0.65 $1,941,767.75
Disclosure

SEC source: 0001209191-20-039278 · doc4.xml · nonDerivative · entry 1

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Hale Partnership Fund, L.P.

Disclosed balance after: 8,436,144

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 333,333 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company or (ii) 1,671,921 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
June 19, 2020 Filed Jun 23, 2020 21:30 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 172,282 $0.65 $111,983.30
Disclosure

SEC source: 0001209191-20-038547 · doc4.xml · nonDerivative · entry 3

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · MGEN II - Hale Fund, L.P.

Disclosed balance after: 304,337

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 333,333 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company or (ii) 1,671,921 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
June 19, 2020 Filed Jun 23, 2020 21:30 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 428,570 $0.65 $278,570.50
Disclosure

SEC source: 0001209191-20-038547 · doc4.xml · nonDerivative · entry 2

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Clark - Hale Fund, L.P.

Disclosed balance after: 757,071

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 333,333 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company or (ii) 1,671,921 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
June 19, 2020 Filed Jun 23, 2020 21:30 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 3,084,514 $0.65 $2,004,934.10
Disclosure

SEC source: 0001209191-20-038547 · doc4.xml · nonDerivative · entry 1

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Hale Partnership Fund, L.P.

Disclosed balance after: 5,448,809

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 333,333 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company or (ii) 1,671,921 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
December 19, 2019 Filed Dec 23, 2019 20:59 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 120,401 $0.55 $66,220.55
Disclosure

SEC source: 0001209191-19-061757 · doc4.xml · nonDerivative · entry 7

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Clark - Hale Fund, L.P.

Disclosed balance after: 328,501

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 333,333 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company or (ii) 725,464 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
December 19, 2019 Filed Dec 23, 2019 20:59 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 66,272 $0.55 $36,449.60
Disclosure

SEC source: 0001209191-19-061757 · doc4.xml · nonDerivative · entry 5

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Hale Partnership Fund, L.P.

Disclosed balance after: 2,364,295

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 333,333 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company or (ii) 725,464 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
May 29, 2019 Filed Dec 23, 2019 20:59 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 20,000 $0.63 $12,600.00
Disclosure

SEC source: 0001209191-19-061757 · doc4.xml · nonDerivative · entry 4

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Hale Partnership Fund, L.P.

Disclosed balance after: 2,364,295

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 333,333 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company or (ii) 725,464 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

Read SEC document
May 24, 2019 Filed Dec 23, 2019 20:59 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 18,500 $0.64 $11,840.00
Disclosure

SEC source: 0001209191-19-061757 · doc4.xml · nonDerivative · entry 3

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Hale Partnership Fund, L.P.

Disclosed balance after: 2,364,295

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 333,333 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company or (ii) 725,464 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

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May 23, 2019 Filed Dec 23, 2019 20:59 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 250 $0.63 $157.50
Disclosure

SEC source: 0001209191-19-061757 · doc4.xml · nonDerivative · entry 2

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Hale Partnership Fund, L.P.

Disclosed balance after: 2,364,295

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 333,333 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company or (ii) 725,464 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

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May 21, 2019 Filed Dec 23, 2019 20:59 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 107,360 $0.57 $61,195.20
Disclosure

SEC source: 0001209191-19-061757 · doc4.xml · nonDerivative · entry 1

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Hale Partnership Fund, L.P.

Disclosed balance after: 2,364,295

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 333,333 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company or (ii) 725,464 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

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April 22, 2019 Filed Apr 24, 2019 21:32 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 46,385 $0.52 $24,120.20
Disclosure

SEC source: 0001209191-19-025779 · doc4.xml · nonDerivative · entry 1

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Hale Partnership Fund, L.P.

Disclosed balance after: 2,151,913

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 161,290 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company under the Company's 2012 Incentive Compensation Plan or (ii) 725,464 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

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April 16, 2019 Filed Apr 18, 2019 19:23 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 27,000 $0.52 $14,040.00
Disclosure

SEC source: 0001209191-19-025227 · doc4.xml · nonDerivative · entry 3

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Clark - Hale Fund, L.P.

Disclosed balance after: 208,100

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 161,290 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company under the Company's 2012 Incentive Compensation Plan or (ii) 725,464 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

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April 16, 2019 Filed Apr 18, 2019 19:23 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 50,000 $0.52 $26,000.00
Disclosure

SEC source: 0001209191-19-025227 · doc4.xml · nonDerivative · entry 2

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · MGEN II - Hale Fund, L.P.

Disclosed balance after: 132,055

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 161,290 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company under the Company's 2012 Incentive Compensation Plan or (ii) 725,464 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

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April 16, 2019 Filed Apr 18, 2019 19:23 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 123,532 $0.52 $64,236.64
Disclosure

SEC source: 0001209191-19-025227 · doc4.xml · nonDerivative · entry 1

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · Chairman and CEO · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Hale Partnership Fund, L.P.

Disclosed balance after: 2,105,528

F1 · balance_after: Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Hale Partnership Fund, L.P., MGEN II - Hale Fund, L.P., and Clark - Hale Fund, L.P. (collectively, the "Hale Funds"), Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to each of the Hale Funds, and Steven A. Hale II ("Mr. Hale"), as a principal of each of Hale GP and Hale Advisor, may be deemed to be beneficial owners of the shares held directly by the Hale Funds. Mr. Hale is the Chairman and Chief Executive Officer and a director of HG Holdings, Inc. Each of Hale GP, Hale Advisor and Mr. Hale disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: Does not include (i) 161,290 shares of Common Stock held directly by Mr. Hale pursuant to a restricted stock award granted to him in his individual capacity as Chairman of the Board and Chief Executive Officer of the Company under the Company's 2012 Incentive Compensation Plan or (ii) 725,464 shares of Common Stock held in a discretionary separately managed account for which Hale Advisor serves as investment manager.

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December 08, 2017 Filed Dec 13, 2017 01:46 UTC HG Holdings, Inc. STLY · Entity 7689 PurchaseCommon Stock, par value $0.02 per share 740,896 $0.98 $726,078.08
Disclosure

SEC source: 0001209191-17-065309 · doc4.xml · nonDerivative · entry 1

Hale Partnership Capital Management, LLC · CIK 0001602824 · 10% owner

Hale Steven A II · CIK 0001667535 · Director · 10% owner

Hale Partnership Fund, L.P. · CIK 0001496265 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Hale Partnership Fund, L.P.

Disclosed balance after: 1,981,996

F1 · balance_after: The Reporting Persons beneficially own in the aggregate 2,245,151 shares of Common Stock, which represents approximately 15.05% of the Company's outstanding shares of Common Stock. Hale Partnership Capital Advisors, LLC ("Hale GP"), as general partner to each of Clark - Hale Fund, L.P., MGEN II - Hale Fund, L.P., and Hale Partnership Fund, L.P. (collectively, the "Hale Funds"), and Hale Partnership Capital Management, LLC ("Hale Advisor"), as the investment manager to the Hale Funds, may be deemed to be beneficial owners of the shares directly held by the Hale Funds. Each Reporting Person disclaims beneficial ownership of the shares referred to herein except to the extent of his or its pecuniary interest therein.

F2 · balance_after: As a principal of Hale GP and Hale Advisor, Steven A. Hale may be deemed to be the beneficial owner of the shares held by the Hale Funds. Steven A. Hale is a director of Stanley Furniture Company, Inc.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.