Welcome to our dedicated page for Beeline Holdings SEC filings (Ticker: BLNE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Beeline Holdings, Inc. filings document formal disclosures for a Nasdaq-listed digital mortgage lender and title-services provider. Recent 8-K reports cover financial results, Regulation FD press releases, product launches, stakeholder-update communications, strategic relationship disclosures and BeelineEquity-related activity involving fractional residential real estate interests.
The company’s securities filings also describe capital-structure actions, including preferred-stock conversions, warrant exercises, withdrawal of a preferred-stock designation and at-the-market common stock sale arrangements. These records provide disclosure on operating performance, financing methods, common stock issuance, governance events and the company’s evolving mortgage, title and home-equity platform.
Beeline Holdings, Inc. ownership statement: a group of affiliated funds and managers reported shared beneficial ownership of common stock equal to 1,932,499 shares, representing 6.2% of the class. The filing ties the percentage to 31,178,713 shares outstanding as of May 15, 2026.
The shares described are held by the Funds (including C/M Capital Master Fund, Cavalry Fund I, C/M Capital Partners and Cavalry Investment Fund); Messrs. Thomas Walsh and Jonathan Juchno are disclosed as managing members of related entities and disclaim direct beneficial ownership of the Fund-held shares. The Reporting Persons list shared voting and dispositive power for the listed holdings.
Francis Knuettel II reported acquisition or exercise transactions in this Form 4 filing.
Beeline Holdings, Inc. director Francis Knuettel II received a grant of 10,000 shares of restricted common stock at no cost on May 28, 2026. The award was approved by the Board under the company’s Amended and Restated 2025 Equity Incentive Plan and is fully vested. Following this grant, Knuettel directly holds 80,000 shares of Beeline common stock as reported in the filing. This is a compensation-related equity award rather than an open-market stock purchase or sale.
Freedman Joseph David reported acquisition or exercise transactions in this Form 4 filing.
Beeline Holdings, Inc. director Joseph David Freedman received a grant of 10,000 shares of restricted common stock on May 28, 2026. The award carried a stated price of $0.00 per share and was approved by the Board under the Amended and Restated 2025 Equity Incentive Plan.
The footnote states these restricted shares are fully vested and the grant was exempt from Section 16(b) of the Exchange Act under Rule 16b-3. After this grant, Freedman directly owns 381,901 shares of Beeline common stock.
Romano Stephen Michael reported acquisition or exercise transactions in this Form 4 filing.
Beeline Holdings, Inc. director Stephen Michael Romano reported equity awards of the company’s common stock. On May 29, 2026 he received a grant of 30,000 fully vested shares of restricted common stock at no cash cost, issued under the Amended and Restated 2025 Equity Incentive Plan and approved by the board under Rule 16b-3.
On May 28, 2026 he was also granted 10,000 restricted stock units, each representing a contingent right to one share of common stock. These units vest on the earlier of May 29, 2027 or the delivery of a final report and recommendation by the board’s special committee, subject to his continued service as a director. Following these awards, he directly owns 116,463 shares.
Caltabiano Joseph reported acquisition or exercise transactions in this Form 4 filing.
Beeline Holdings, Inc. director Joseph Caltabiano received a grant of 10,000 shares of restricted common stock on May 28, 2026. The award was granted at a price of $0.00 per share and is fully vested under the company’s Amended and Restated 2025 Equity Incentive Plan.
After this grant, Caltabiano directly holds 138,984 shares of Beeline common stock. The footnote explains that the grant was approved by the Board of Directors and is exempt from Section 16(b) of the Securities Exchange Act under Rule 16b-3.
Beeline Holdings, Inc. reported that director Eric Finnsson has decided to resign from its Board of Directors, effective June 30, 2026. The company states that his resignation is not due to any disagreement regarding operations, policies, or practices.
Prior to this change, the Board had six directors, including Mr. Finnsson, who joined from the Eastside Board after the October 2024 merger to support integration. After his resignation becomes effective, the Board will consist of five directors.
Beeline Holdings, Inc. has entered into a non-binding Letter of Intent to acquire 100% of MagicBlocks, an AI-driven real estate technology company, in an all-stock transaction valued at approximately $1 million, subject to a definitive agreement and required approvals.
Beeline already owns about 47.6% of MagicBlocks, whose platform powers Beeline’s chatbot Bob and has driven an 8% increase in lead-to-lock conversions on Beeline’s website at no incremental cost. MagicBlocks would become a wholly owned subsidiary, with its leadership and development teams expected to join Beeline.
The acquisition is expected to expand Beeline’s AI capabilities and support its blockchain and digital asset initiatives, including BeelineEquity, a tokenized home equity product in partnership with TYTL. Closing is expected in June, contingent on a definitive agreement, approvals by a special board committee, SAFE noteholders and founder employment agreements.
Beeline Holdings, Inc. Chief Financial Officer Moe Christopher R. made an open-market purchase of 10,000 shares of common stock. The shares were bought at a weighted average price of $1.0393 per share, with individual trade prices ranging from $1.035 to $1.05. Following this transaction, the CFO directly owns 50,000 common shares.
Beeline Holdings, Inc. Chief Accounting Officer Milton Tiffany reported indirect open-market purchases of the company’s common stock through family and retirement accounts. On May 19, 2026, accounts held by his spouse and IRA bought a total of 15,000 shares at $1.02 per share in open-market transactions. Following these purchases, reported indirect holdings included 10,003 shares held by his spouse and 15,003 shares held by an IRA, alongside 491 shares held directly and small additional indirect holdings by his daughter and a Roth IRA. A footnote states that Tiffany disclaims beneficial ownership of these securities.
Beeline Holdings, Inc. Chief Executive Officer Nicholas R. Liuzza Jr. reported an open-market purchase of common stock. On May 19, 2026, he bought 51,525 shares at a weighted average price of $1.04 per share, with individual trades between $1.03 and $1.06.
Following the purchase, Liuzza directly holds 4,196,248 common shares. A separate entry shows 223,716 shares held indirectly through the “Nicholas R. Liuzza Jr. Trust - 2020,” where he is trustee and members of his immediate family are beneficiaries.