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person · Reporting owner

Beck Milton Joseph

Disclosed activity across 7 companies

Tapewire entity
91671
SEC CIK
0001789399

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Appreciate Holdings, Inc.SFR · Entity 108242DirectorMarch 27, 2023May 03, 2023
Banzai International, Inc.BNZI · Entity 838110% ownerJanuary 30, 2024February 02, 2024
Compass Digital Acquisition Corp.CDAQ · Entity 88726DirectorAugust 31, 2023September 11, 2023
Global Technology Acquisition Corp. IGTAC · Entity 91667DirectorApril 19, 2024April 29, 2024
Jaguar Global Growth Corp IJGGC · Entity 130282DirectorFebruary 10, 2022February 17, 2022
Porch Group, Inc.PRCH · Entity 4527DirectorDecember 23, 2020December 29, 2020
twoTWOA · Entity 92527DirectorAugust 24, 2023August 25, 2023

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.

Appreciate Holdings, Inc.

Report date March 27, 2023 · Filed May 03, 2023

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Warrants (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.00 · Expires 2028-03-27Direct186,667 Reported balance After 2023-03-27 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2023-03-27 · Grant · Acquired 20,000 · Balance 186,667

Warrants (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.00 · Expires 2023-04-22Direct202,667 Reported balance After 2023-04-20 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2023-04-20 · Grant · Acquired 16,000 · Balance 202,667

Banzai International, Inc.

Report date January 30, 2024 · Filed February 02, 2024

Jointly reported with 7GC & Co. Holdings LLC, Hennessy Thomas D, Leeney Jack

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Promissory NotesSEC Table II · derivative / convertible security · Conversion / exercise price $2.86DirectNot disclosed Reported balance After 2024-01-30 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2024-01-30 · Grant · Acquired Not disclosed · Balance Not disclosed

F2: On December 12, 2023, in connection with the Issuer's business combination, 7GC & Co. Holdings LLC (the "Sponsor") came to a non-binding agreement with the Issuer to amend the optional conversion provision of certain unsecured promissory notes issued by the Issuer to the Sponsor, pursuant to which the Issuer may borrow up to $2,550,000 from the Sponsor, to provide that the Sponsor has the right to elect to convert up to the full amount of the principal balance of these promissory notes, in whole or in part, 30 trading days after the closing of the Issuer's business combination (the "Closing") at a conversion price equal to the average daily volume weighted average price of the Issuer's Class A Common Stock for the 30 trading days following the Closing.

F1: These promissory notes have no expiration date.

F3: These securities are directly owned by the Sponsor. Each of Mr. Jack Leeney, Mr. Thomas D. Hennessy and Mr. Milton Joseph Beck is a managing member of one of the managing members of the Sponsor. As such, each of Mr. Jack Leeney, Mr. Thomas D. Hennessy and Mr. Milton Joseph Beck has voting and investment discretion with respect to the securities held of record by the Sponsor and may be deemed to have shared beneficial ownership of the securities held directly by the Sponsor and disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly or indirectly.

Filing footnotes · ownership attribution and instrument terms

F1: These promissory notes have no expiration date.

F2: On December 12, 2023, in connection with the Issuer's business combination, 7GC & Co. Holdings LLC (the "Sponsor") came to a non-binding agreement with the Issuer to amend the optional conversion provision of certain unsecured promissory notes issued by the Issuer to the Sponsor, pursuant to which the Issuer may borrow up to $2,550,000 from the Sponsor, to provide that the Sponsor has the right to elect to convert up to the full amount of the principal balance of these promissory notes, in whole or in part, 30 trading days after the closing of the Issuer's business combination (the "Closing") at a conversion price equal to the average daily volume weighted average price of the Issuer's Class A Common Stock for the 30 trading days following the Closing.

F3: These securities are directly owned by the Sponsor. Each of Mr. Jack Leeney, Mr. Thomas D. Hennessy and Mr. Milton Joseph Beck is a managing member of one of the managing members of the Sponsor. As such, each of Mr. Jack Leeney, Mr. Thomas D. Hennessy and Mr. Milton Joseph Beck has voting and investment discretion with respect to the securities held of record by the Sponsor and may be deemed to have shared beneficial ownership of the securities held directly by the Sponsor and disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly or indirectly.

Compass Digital Acquisition Corp.

Report date August 31, 2023 · Filed September 11, 2023

This filing explicitly reported no securities owned.

Global Technology Acquisition Corp. I

Report date April 19, 2024 · Filed April 29, 2024

This filing explicitly reported no securities owned.

Jaguar Global Growth Corp I

Report date February 10, 2022 · Filed February 17, 2022

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Ordinary SharesSEC Table II · derivative / convertible securityIndirectSee FootnotesNot disclosed Reported balance Holding disclosure · report date 2022-02-10 · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · Balance Not disclosed

F1: As described in the issuer's registration statement on Form S-1 (File No. 333-260483) (the "Registration Statement") under the heading "Description of Securities--Founder Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination on a one-for-one basis (subject to adjustment for share splits, share dividends, reorganizations, recapitalizations and the like) and subject to certain anti-dilution rights and have no expiration date.

F2: Jaguar Global Growth Partners I, LLC (the "Sponsor") is the record holder of the Class B ordinary shares reported herein. JGG SPAC Holdings LLC ("JGG") and HC Jaguar Partners I LLC ("HC") are the managing members of the Sponsor and have voting and investment discretion with respect to the ordinary shares held of record by the Sponsor. M. Joseph Beck is a managing member of HC. JGG is owned by Gary R. Garrabrant and Thomas J. McDonald. HC is owned by Thomas D. Hennessy, M. Joseph Beck and Daniel Hennessy. Each of JGG, HC, Gary R. Garrabrant, Thomas J. McDonald, Thomas D. Hennessy, M. Joseph Beck and Daniel Hennessy disclaim beneficial ownership of the reported securities other than to the extent of any pecuniary interest they may have therein, directly or indirectly.

F3: Mr. Beck has an indirect pecuniary interest in Class B ordinary shares of the issuer through membership interests in HC over which Mr. Beck has voting and dispositive control.

F4: The Class B ordinary shares beneficially owned by the reporting person include up to 750,000 shares subject to forfeiture to the extent the underwriters of the initial public offering of the issuer's securities do not exercise in full their over-allotment option as described in the Registration Statement.

Filing footnotes · ownership attribution and instrument terms

F1: As described in the issuer's registration statement on Form S-1 (File No. 333-260483) (the "Registration Statement") under the heading "Description of Securities--Founder Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination on a one-for-one basis (subject to adjustment for share splits, share dividends, reorganizations, recapitalizations and the like) and subject to certain anti-dilution rights and have no expiration date.

F2: Jaguar Global Growth Partners I, LLC (the "Sponsor") is the record holder of the Class B ordinary shares reported herein. JGG SPAC Holdings LLC ("JGG") and HC Jaguar Partners I LLC ("HC") are the managing members of the Sponsor and have voting and investment discretion with respect to the ordinary shares held of record by the Sponsor. M. Joseph Beck is a managing member of HC. JGG is owned by Gary R. Garrabrant and Thomas J. McDonald. HC is owned by Thomas D. Hennessy, M. Joseph Beck and Daniel Hennessy. Each of JGG, HC, Gary R. Garrabrant, Thomas J. McDonald, Thomas D. Hennessy, M. Joseph Beck and Daniel Hennessy disclaim beneficial ownership of the reported securities other than to the extent of any pecuniary interest they may have therein, directly or indirectly.

F3: Mr. Beck has an indirect pecuniary interest in Class B ordinary shares of the issuer through membership interests in HC over which Mr. Beck has voting and dispositive control.

F4: The Class B ordinary shares beneficially owned by the reporting person include up to 750,000 shares subject to forfeiture to the extent the underwriters of the initial public offering of the issuer's securities do not exercise in full their over-allotment option as described in the Registration Statement.

Porch Group, Inc.

Report date December 23, 2020 · Filed December 29, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect697,917 Reported balance After 2020-12-23 transaction · row 1
1 source row

Row 1 · 2020-12-23 · Other · Acquired 697,917 · Balance 697,917

F1: Represents the receipt of the reporting person's pro rata distribution of the shares of Class A common stock and warrants of the registrant held by HC PropTech Partners I LLC.

WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $11.50 · Expires 2025-12-23Direct150,000 Reported balance After 2020-12-23 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2020-12-23 · Other · Acquired 150,000 · Balance 150,000

F1: Represents the receipt of the reporting person's pro rata distribution of the shares of Class A common stock and warrants of the registrant held by HC PropTech Partners I LLC.

Filing footnotes · ownership attribution and instrument terms

F1: Represents the receipt of the reporting person's pro rata distribution of the shares of Class A common stock and warrants of the registrant held by HC PropTech Partners I LLC.

two

Report date August 24, 2023 · Filed August 25, 2023

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Ordinary SharesSEC Table II · derivative / convertible securityDirect25,000 Reported balance After 2023-08-24 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2023-08-24 · Other · Acquired 25,000 · Balance 25,000

F1: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the registrant's initial business combination on a one-for-one basis subject to certain adjustments and have no expiration date.

F2: Pursuant to certain securities assignment agreement, dated as of August 2, 2023, 25,000 Class B ordinary shares of the registrant were assigned by HC Proptech Partners III, LLC (the "Sponsor") to the reporting person for no consideration.

F3: The reporting person also has an indirect pecuniary interest in Class B ordinary shares of the registrant through his membership interest in the Sponsor, over which the reporting person does not have voting or dispositive control.

Filing footnotes · ownership attribution and instrument terms

F1: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the registrant's initial business combination on a one-for-one basis subject to certain adjustments and have no expiration date.

F2: Pursuant to certain securities assignment agreement, dated as of August 2, 2023, 25,000 Class B ordinary shares of the registrant were assigned by HC Proptech Partners III, LLC (the "Sponsor") to the reporting person for no consideration.

F3: The reporting person also has an indirect pecuniary interest in Class B ordinary shares of the registrant through his membership interest in the Sponsor, over which the reporting person does not have voting or dispositive control.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
January 30, 2024 Filed Feb 2, 2024 02:17 UTC Banzai International, Inc. BNZI · Entity 8381 GrantPromissory Notes · Derivative Not disclosed Not disclosed Strike: $2.86 $2,550,000.00
Disclosure

SEC source: 0000905148-24-000401 · form4.xml · derivative · entry 1

7GC & Co. Holdings LLC · CIK 0001826010 · 10% owner · See Remarks

Beck Milton Joseph · CIK 0001789399 · 10% owner

Hennessy Thomas D · CIK 0001789408 · 10% owner

Leeney Jack · CIK 0001789401 · Director · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: Not disclosed

Underlying: Class A Common Stock · 890,611 shares

Expires not disclosed

F2 · price: On December 12, 2023, in connection with the Issuer's business combination, 7GC & Co. Holdings LLC (the "Sponsor") came to a non-binding agreement with the Issuer to amend the optional conversion provision of certain unsecured promissory notes issued by the Issuer to the Sponsor, pursuant to which the Issuer may borrow up to $2,550,000 from the Sponsor, to provide that the Sponsor has the right to elect to convert up to the full amount of the principal balance of these promissory notes, in whole or in part, 30 trading days after the closing of the Issuer's business combination (the "Closing") at a conversion price equal to the average daily volume weighted average price of the Issuer's Class A Common Stock for the 30 trading days following the Closing.

F1 · derivative.expiration_date: These promissory notes have no expiration date.

F3 · ownership.direct: These securities are directly owned by the Sponsor. Each of Mr. Jack Leeney, Mr. Thomas D. Hennessy and Mr. Milton Joseph Beck is a managing member of one of the managing members of the Sponsor. As such, each of Mr. Jack Leeney, Mr. Thomas D. Hennessy and Mr. Milton Joseph Beck has voting and investment discretion with respect to the securities held of record by the Sponsor and may be deemed to have shared beneficial ownership of the securities held directly by the Sponsor and disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly or indirectly.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:05 UTC Banzai International, Inc. BNZI · Entity 8381 Disposition to issuerWarrant (Right to Buy) · Derivative 7,350,000 $0.00 Strike: $11.50 $0.00
Disclosure

SEC source: 0000905148-23-001649 · form4.xml · derivative · entry 6

Beck Milton Joseph · CIK 0001789399 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 7,350,000 shares

Expires not disclosed

F8 · kind: These warrants became exercisable 30 days after the Closing and were surrendered, cancelled and retired at the Closing.

F8 · derivative.exercise_date: These warrants became exercisable 30 days after the Closing and were surrendered, cancelled and retired at the Closing.

F8 · derivative.expiration_date: These warrants became exercisable 30 days after the Closing and were surrendered, cancelled and retired at the Closing.

F3 · ownership.nature: Represents securities held by 7GC & Co. Holdings LLC (the "Sponsor"). The Reporting Person is a managing member of one of the managing members of the Sponsor. As such, the Reporting Person has voting and investment discretion with respect to the securities held of record by the Sponsor and may be deemed to have shared beneficial ownership of the securities held directly by the Sponsor and disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest the Reporting Person may have therein, directly or indirectly.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:05 UTC Banzai International, Inc. BNZI · Entity 8381 GrantWarrant (Right to Buy) · Derivative 7,350,000 $0.00 Strike: $11.50 $0.00
Disclosure

SEC source: 0000905148-23-001649 · form4.xml · derivative · entry 5

Beck Milton Joseph · CIK 0001789399 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 7,350,000

Underlying: Class A Common Stock · 7,350,000 shares

Expires not disclosed

F8 · kind: These warrants became exercisable 30 days after the Closing and were surrendered, cancelled and retired at the Closing.

F8 · derivative.exercise_date: These warrants became exercisable 30 days after the Closing and were surrendered, cancelled and retired at the Closing.

F8 · derivative.expiration_date: These warrants became exercisable 30 days after the Closing and were surrendered, cancelled and retired at the Closing.

F3 · ownership.nature: Represents securities held by 7GC & Co. Holdings LLC (the "Sponsor"). The Reporting Person is a managing member of one of the managing members of the Sponsor. As such, the Reporting Person has voting and investment discretion with respect to the securities held of record by the Sponsor and may be deemed to have shared beneficial ownership of the securities held directly by the Sponsor and disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest the Reporting Person may have therein, directly or indirectly.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:05 UTC Banzai International, Inc. BNZI · Entity 8381 Exercise / conversionClass B Common Stock · Derivative 4,428,499 $0.00 $0.00
Disclosure

SEC source: 0000905148-23-001649 · form4.xml · derivative · entry 4

Beck Milton Joseph · CIK 0001789399 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,428,499 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_price: At the Closing, these shares of Class B Common Stock were automatically converted into the shares of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis.

F1 · kind: Pursuant to the Agreement and Plan of Merger and Reorganization, dated as of December 8, 2022 (as amended, the "Merger Agreement"), by and among 7GC & Co. Holdings Inc., a Delaware corporation (the "Issuer"), Banzai International, Inc., a Delaware corporation ("Banzai"), 7GC Merger Sub I, Inc., a Delaware corporation and an indirect wholly owned subsidiary of the Issuer ("First Merger Sub"), and 7GC Merger Sub II, LLC, a Delaware limited liability company and a direct wholly owned subsidiary of the Issuer ("Second Merger Sub"), on December 14, 2023 (the "Closing"), (i) First Merger Sub merged with and into Banzai (the "First Merger"), with Banzai surviving the First Merger as an indirect wholly owned subsidiary of the Issuer (the "Surviving Corporation"), and, (Continued in following footnote)

F2 · kind: (Continued from prior footnote) (ii) immediately following the First Merger, the Surviving Corporation merged with and into Second Merger Sub (the "Second Merger"), with the Second Merger Sub surviving the Second Merger as a direct wholly owned subsidiary of the Issuer. At the Closing, the Issuer was renamed to Banzai International, Inc.

F6 · kind: At the Closing, these shares of Class B Common Stock were automatically converted into the shares of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis.

F6 · price: At the Closing, these shares of Class B Common Stock were automatically converted into the shares of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis.

F7 · derivative.exercise_date: The shares of Class B Common Stock were automatically convertible into shares of Class A Common Stock at the time of the Issuer's initial business combination and had no expiration date.

F7 · derivative.expiration_date: The shares of Class B Common Stock were automatically convertible into shares of Class A Common Stock at the time of the Issuer's initial business combination and had no expiration date.

F3 · ownership.nature: Represents securities held by 7GC & Co. Holdings LLC (the "Sponsor"). The Reporting Person is a managing member of one of the managing members of the Sponsor. As such, the Reporting Person has voting and investment discretion with respect to the securities held of record by the Sponsor and may be deemed to have shared beneficial ownership of the securities held directly by the Sponsor and disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest the Reporting Person may have therein, directly or indirectly.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:05 UTC Banzai International, Inc. BNZI · Entity 8381 Disposition to issuerClass B Common Stock · Derivative 825,000 $0.00 $0.00
Disclosure

SEC source: 0000905148-23-001649 · form4.xml · derivative · entry 3

Beck Milton Joseph · CIK 0001789399 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 4,428,499

Underlying: Class A Common Stock · 825,000 shares

Expires not disclosed

F5 · derivative.exercise_price: At the Closing, these shares of Class B Common Stock were forfeited by the Reporting Person pursuant to share purchase agreements with ALCO Investment Company.

F1 · kind: Pursuant to the Agreement and Plan of Merger and Reorganization, dated as of December 8, 2022 (as amended, the "Merger Agreement"), by and among 7GC & Co. Holdings Inc., a Delaware corporation (the "Issuer"), Banzai International, Inc., a Delaware corporation ("Banzai"), 7GC Merger Sub I, Inc., a Delaware corporation and an indirect wholly owned subsidiary of the Issuer ("First Merger Sub"), and 7GC Merger Sub II, LLC, a Delaware limited liability company and a direct wholly owned subsidiary of the Issuer ("Second Merger Sub"), on December 14, 2023 (the "Closing"), (i) First Merger Sub merged with and into Banzai (the "First Merger"), with Banzai surviving the First Merger as an indirect wholly owned subsidiary of the Issuer (the "Surviving Corporation"), and, (Continued in following footnote)

F2 · kind: (Continued from prior footnote) (ii) immediately following the First Merger, the Surviving Corporation merged with and into Second Merger Sub (the "Second Merger"), with the Second Merger Sub surviving the Second Merger as a direct wholly owned subsidiary of the Issuer. At the Closing, the Issuer was renamed to Banzai International, Inc.

F5 · kind: At the Closing, these shares of Class B Common Stock were forfeited by the Reporting Person pursuant to share purchase agreements with ALCO Investment Company.

F5 · price: At the Closing, these shares of Class B Common Stock were forfeited by the Reporting Person pursuant to share purchase agreements with ALCO Investment Company.

F7 · derivative.exercise_date: The shares of Class B Common Stock were automatically convertible into shares of Class A Common Stock at the time of the Issuer's initial business combination and had no expiration date.

F7 · derivative.expiration_date: The shares of Class B Common Stock were automatically convertible into shares of Class A Common Stock at the time of the Issuer's initial business combination and had no expiration date.

F3 · ownership.nature: Represents securities held by 7GC & Co. Holdings LLC (the "Sponsor"). The Reporting Person is a managing member of one of the managing members of the Sponsor. As such, the Reporting Person has voting and investment discretion with respect to the securities held of record by the Sponsor and may be deemed to have shared beneficial ownership of the securities held directly by the Sponsor and disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest the Reporting Person may have therein, directly or indirectly.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:05 UTC Banzai International, Inc. BNZI · Entity 8381 Disposition to issuerClass B Common Stock · Derivative 396,501 $0.00 $0.00
Disclosure

SEC source: 0000905148-23-001649 · form4.xml · derivative · entry 2

Beck Milton Joseph · CIK 0001789399 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 5,253,499

Underlying: Class A Common Stock · 396,501 shares

Expires not disclosed

F4 · derivative.exercise_price: At the Closing, these shares of Class B common stock of the Issuer ("Class B Common Stock") were forfeited by the Sponsor to the Issuer for no consideration pursuant to the terms of the non-redemption agreements entered into by the Sponsor, the Issuer, and certain unaffiliated third parties in June 2023.

F1 · kind: Pursuant to the Agreement and Plan of Merger and Reorganization, dated as of December 8, 2022 (as amended, the "Merger Agreement"), by and among 7GC & Co. Holdings Inc., a Delaware corporation (the "Issuer"), Banzai International, Inc., a Delaware corporation ("Banzai"), 7GC Merger Sub I, Inc., a Delaware corporation and an indirect wholly owned subsidiary of the Issuer ("First Merger Sub"), and 7GC Merger Sub II, LLC, a Delaware limited liability company and a direct wholly owned subsidiary of the Issuer ("Second Merger Sub"), on December 14, 2023 (the "Closing"), (i) First Merger Sub merged with and into Banzai (the "First Merger"), with Banzai surviving the First Merger as an indirect wholly owned subsidiary of the Issuer (the "Surviving Corporation"), and, (Continued in following footnote)

F2 · kind: (Continued from prior footnote) (ii) immediately following the First Merger, the Surviving Corporation merged with and into Second Merger Sub (the "Second Merger"), with the Second Merger Sub surviving the Second Merger as a direct wholly owned subsidiary of the Issuer. At the Closing, the Issuer was renamed to Banzai International, Inc.

F4 · kind: At the Closing, these shares of Class B common stock of the Issuer ("Class B Common Stock") were forfeited by the Sponsor to the Issuer for no consideration pursuant to the terms of the non-redemption agreements entered into by the Sponsor, the Issuer, and certain unaffiliated third parties in June 2023.

F4 · price: At the Closing, these shares of Class B common stock of the Issuer ("Class B Common Stock") were forfeited by the Sponsor to the Issuer for no consideration pursuant to the terms of the non-redemption agreements entered into by the Sponsor, the Issuer, and certain unaffiliated third parties in June 2023.

F7 · derivative.exercise_date: The shares of Class B Common Stock were automatically convertible into shares of Class A Common Stock at the time of the Issuer's initial business combination and had no expiration date.

F7 · derivative.expiration_date: The shares of Class B Common Stock were automatically convertible into shares of Class A Common Stock at the time of the Issuer's initial business combination and had no expiration date.

F3 · ownership.nature: Represents securities held by 7GC & Co. Holdings LLC (the "Sponsor"). The Reporting Person is a managing member of one of the managing members of the Sponsor. As such, the Reporting Person has voting and investment discretion with respect to the securities held of record by the Sponsor and may be deemed to have shared beneficial ownership of the securities held directly by the Sponsor and disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest the Reporting Person may have therein, directly or indirectly.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 21:05 UTC Banzai International, Inc. BNZI · Entity 8381 Exercise / conversionClass A Common Stock 4,428,499 Not disclosed Not disclosed
Disclosure

SEC source: 0000905148-23-001649 · form4.xml · nonDerivative · entry 1

Beck Milton Joseph · CIK 0001789399 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 4,428,499

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Pursuant to the Agreement and Plan of Merger and Reorganization, dated as of December 8, 2022 (as amended, the "Merger Agreement"), by and among 7GC & Co. Holdings Inc., a Delaware corporation (the "Issuer"), Banzai International, Inc., a Delaware corporation ("Banzai"), 7GC Merger Sub I, Inc., a Delaware corporation and an indirect wholly owned subsidiary of the Issuer ("First Merger Sub"), and 7GC Merger Sub II, LLC, a Delaware limited liability company and a direct wholly owned subsidiary of the Issuer ("Second Merger Sub"), on December 14, 2023 (the "Closing"), (i) First Merger Sub merged with and into Banzai (the "First Merger"), with Banzai surviving the First Merger as an indirect wholly owned subsidiary of the Issuer (the "Surviving Corporation"), and, (Continued in following footnote)

F2 · kind: (Continued from prior footnote) (ii) immediately following the First Merger, the Surviving Corporation merged with and into Second Merger Sub (the "Second Merger"), with the Second Merger Sub surviving the Second Merger as a direct wholly owned subsidiary of the Issuer. At the Closing, the Issuer was renamed to Banzai International, Inc.

F6 · kind: At the Closing, these shares of Class B Common Stock were automatically converted into the shares of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis.

F6 · price: At the Closing, these shares of Class B Common Stock were automatically converted into the shares of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis.

F3 · ownership.nature: Represents securities held by 7GC & Co. Holdings LLC (the "Sponsor"). The Reporting Person is a managing member of one of the managing members of the Sponsor. As such, the Reporting Person has voting and investment discretion with respect to the securities held of record by the Sponsor and may be deemed to have shared beneficial ownership of the securities held directly by the Sponsor and disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest the Reporting Person may have therein, directly or indirectly.

Read SEC document
August 24, 2023 Filed Aug 25, 2023 16:10 UTC two TWOA · Entity 92527 OtherClass B Ordinary Shares · Derivative 25,000 $0.00 $0.00
Disclosure

SEC source: 0001493152-23-030220 · ownership.xml · derivative · entry 1

Beck Milton Joseph · CIK 0001789399 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Class A Ordinary Shares · 25,000 shares

Expires not disclosed

F1 · derivative.exercise_price: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the registrant's initial business combination on a one-for-one basis subject to certain adjustments and have no expiration date.

F2 · kind: Pursuant to certain securities assignment agreement, dated as of August 2, 2023, 25,000 Class B ordinary shares of the registrant were assigned by HC Proptech Partners III, LLC (the "Sponsor") to the reporting person for no consideration.

F1 · derivative.exercise_date: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the registrant's initial business combination on a one-for-one basis subject to certain adjustments and have no expiration date.

F1 · derivative.expiration_date: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the registrant's initial business combination on a one-for-one basis subject to certain adjustments and have no expiration date.

F3 · balance_after: The reporting person also has an indirect pecuniary interest in Class B ordinary shares of the registrant through his membership interest in the Sponsor, over which the reporting person does not have voting or dispositive control.

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April 20, 2023 Filed May 3, 2023 12:07 UTC Appreciate Holdings, Inc. SFR · Entity 108242 GrantWarrants (right to buy) · Derivative 16,000 $0.00 Strike: $5.00 $0.00
Disclosure

SEC source: 0001213900-23-035866 · ownership.xml · derivative · entry 2

Beck Milton Joseph · CIK 0001789399 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 202,667

Underlying: Common Stock · 16,000 shares

Expires 2023-04-22

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March 27, 2023 Filed May 3, 2023 12:07 UTC Appreciate Holdings, Inc. SFR · Entity 108242 GrantWarrants (right to buy) · Derivative 20,000 $0.00 Strike: $5.00 $0.00
Disclosure

SEC source: 0001213900-23-035866 · ownership.xml · derivative · entry 1

Beck Milton Joseph · CIK 0001789399 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,667

Underlying: Common Stock · 20,000 shares

Expires 2028-03-27

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November 29, 2022 Filed Dec 1, 2022 21:18 UTC Appreciate Holdings, Inc. SFR · Entity 108242 OtherWarrants · Derivative 166,667 $0.00 Strike: $11.50 $0.00
Disclosure

SEC source: 0001213900-22-077013 · ownership.xml · derivative · entry 2

Beck Milton Joseph · CIK 0001789399 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 166,667

Underlying: Class A Common Stock · 166,667 shares

Expires 2027-11-29

F1 · kind: Represents the receipt of the reporting person's pro rata distribution of the shares of Class A common stock and warrants of the registrant held by HC PropTech Partners II LLC.

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November 29, 2022 Filed Dec 1, 2022 21:18 UTC Appreciate Holdings, Inc. SFR · Entity 108242 OtherClass A Common Stock 1,076,441 $0.00 $0.00
Disclosure

SEC source: 0001213900-22-077013 · ownership.xml · nonDerivative · entry 1

Beck Milton Joseph · CIK 0001789399 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,076,441

F1 · kind: Represents the receipt of the reporting person's pro rata distribution of the shares of Class A common stock and warrants of the registrant held by HC PropTech Partners II LLC.

F1 · price: Represents the receipt of the reporting person's pro rata distribution of the shares of Class A common stock and warrants of the registrant held by HC PropTech Partners II LLC.

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December 23, 2020 Filed Dec 29, 2020 11:06 UTC Porch Group, Inc. PRCH · Entity 4527 OtherWarrants · Derivative 150,000 $0.00 Strike: $11.50 $0.00
Disclosure

SEC source: 0001213900-20-045055 · ownership.xml · derivative · entry 2

Beck Milton Joseph · CIK 0001789399 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 150,000

Underlying: Class A Common Stock · 150,000 shares

Expires 2025-12-23

F1 · kind: Represents the receipt of the reporting person's pro rata distribution of the shares of Class A common stock and warrants of the registrant held by HC PropTech Partners I LLC.

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December 23, 2020 Filed Dec 29, 2020 11:06 UTC Porch Group, Inc. PRCH · Entity 4527 OtherClass A Common Stock 697,917 $0.00 $0.00
Disclosure

SEC source: 0001213900-20-045055 · ownership.xml · nonDerivative · entry 1

Beck Milton Joseph · CIK 0001789399 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 697,917

F1 · kind: Represents the receipt of the reporting person's pro rata distribution of the shares of Class A common stock and warrants of the registrant held by HC PropTech Partners I LLC.

F1 · price: Represents the receipt of the reporting person's pro rata distribution of the shares of Class A common stock and warrants of the registrant held by HC PropTech Partners I LLC.

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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.