Home/Filings/4/0001213900-24-024486
4//SEC Filing

Spence John Yogi 4

Accession 0001213900-24-024486

CIK 0001855474other

Filed

Mar 19, 8:00 PM ET

Accepted

Mar 20, 9:53 PM ET

Size

18.4 KB

Accession

0001213900-24-024486

Insider Transaction Report

Form 4
Period: 2024-03-14
Transactions
  • Exercise/Conversion

    Class A Common Stock

    2024-03-14+6,827,9696,827,969 total(indirect: By LLC)
  • Award

    Class A Common Stock

    2024-03-14+162,059162,059 total(indirect: By LLC)
  • Disposition to Issuer

    Class B Common Stock

    2024-03-14269,5316,827,969 total(indirect: By LLC)
    Class A Common Stock (269,531 underlying)
  • Exercise/Conversion

    Class B Common Stock

    2024-03-146,827,9690 total(indirect: By LLC)
    Class A Common Stock (6,827,969 underlying)
Transactions
  • Award

    Class A Common Stock

    2024-03-14+162,059162,059 total(indirect: By LLC)
  • Disposition to Issuer

    Class B Common Stock

    2024-03-14269,5316,827,969 total(indirect: By LLC)
    Class A Common Stock (269,531 underlying)
  • Exercise/Conversion

    Class A Common Stock

    2024-03-14+6,827,9696,827,969 total(indirect: By LLC)
  • Exercise/Conversion

    Class B Common Stock

    2024-03-146,827,9690 total(indirect: By LLC)
    Class A Common Stock (6,827,969 underlying)
Footnotes (5)
  • [F1]Upon the completion of the Business Combination, the shares of Class B Common Stock issued at the Issuer's (formerly, Power & Digital Infrastructure Acquisition II Corp.) initial public offering were automatically converted into shares of the Issuer's Class A Common Stock on a one-to-one basis.
  • [F2]XPDI Sponsor II LLC (the "Sponsor") is controlled by its managing members, Transition Equity Partners, LLC ("TEP") and XMS XPDI Sponsor II Holdings, LLC ("XMS XPDI Holdings"). Patrick C. Eilers is the managing member of TEP, and Theodore J. Brombach and John Yogi Spence are the managing members of XMS XPDI Holdings. Accordingly, all of the shares held by the Sponsor may be deemed to be beneficially held by each of the foregoing individuals and entities. Each such person disclaims beneficial ownership of these securities, except to the extent, if any, of their pecuniary interest therein.
  • [F3]The reporting persons are the managing members of XMS MT Holdings LLC. As a result, each of the reporting persons may be deemed to share beneficial ownership over the securities held by XMS MT Holdings LLC, but disclaims beneficial ownership of these securities, except to the extent, if any, of his pecuniary interest therein.
  • [F4]Represents securities received as part of the Issuer's business combination, in connection with that certain Agreement and Plan of Merger, dated as of June 5, 2023 (the "Merger Agreement"), by and between the Issuer (formerly, Power & Digital Infrastructure Acquisition II Corp.), XPDB Merger Sub, LLC and Montana Technologies LLC ("Legacy Montana"), pursuant to which the common units of Legacy Montana automatically converted into newly issued shares of Class A Common Stock.
  • [F5]On March 14, 2024, the Sponsor forfeited for no consideration 269,531 shares of Class B common stock in connection with the Business Combination and certain transactions with the Anchor Investors, as described on Form S-4 (File No. 333-273821) under the heading "The Business Combination."

Issuer

Montana Technologies Corp.

CIK 0001855474

Entity typeother

Related Parties

1
  • filerCIK 0001718133

Filing Metadata

Form type
4
Filed
Mar 19, 8:00 PM ET
Accepted
Mar 20, 9:53 PM ET
Size
18.4 KB