Disclosures

CoreWeave filed an 8-K disclosing a material definitive agreement (Item 1.01) paired with a material direct financial obligation (Item 2.03), a combination that typically signals a new credit facility, term loan, or structured debt arrangement. For a GPU-cloud infrastructure company carrying significant leverage, any new or amended large-scale financing affects debt capacity, covenant headroom, and dilution risk — factors PMs should track against CoreWeave's capital expenditure runway. Full filing body not analyzed; description inferred from form + item codes.

DB Inc., the largest shareholder of DB HiTek, filed a mass holding report reflecting a change in its contractual arrangements rather than its underlying ownership. Total shares held remain unchanged at 10,918,429 shares (25.03% stake). However, shares subject to major contracts (likely pledged as collateral) decreased from 9,396,010 (21.54%) to 8,896,010 (20.40%), a reduction of 500,000 shares. The filing reason is listed as a modification of contracts related to the reporter's holdings. The purpose of holding remains influence over management as the largest shareholder, with no specific corporate actions currently planned.

Samsung Asset Management filed a simplified 5% disclosure reporting its holding fell by 222,368 shares to 601,250 shares, lowering its ownership ratio from 5.06% to 3.70% as of June 12, 2026. The 1.36 percentage-point reduction was driven by a mix of on-market sales, ETF creation/redemption flows, and entrusted management activity through Samsung Active Asset Management. The filing is for simple investment purposes with no intent to influence management. With the stake dropping below the 5% threshold, future trades will no longer trigger mandatory disclosure, reducing visibility into this institution's positioning.

Non-executive director Koo Bon-cheon filed a pre-trade disclosure to sell 919,950 new share subscription rights certificates via off-market transaction between July 20-23, 2026. The estimated transaction value is approximately KRW 3.79 billion based on the indicative price of KRW 4,125 per certificate, though the actual price will be determined by the 5-day average closing price during the rights certificates' listing period (July 10-16, 2026). After the sale, the reporter's holdings will decrease from 9.11% to 7.67%, representing only the underlying common shares (4,452,789 shares). The rights certificates are being issued in connection with an ongoing rights offering with general public subscription for forfeited shares. This represents an insider choosing not to exercise subscription rights in the capital raise, which can signal personal liquidity needs but does not reduce the insider's underlying equity stake.

Director Koo Bon-wan, a non-standing board member, plans to dispose of 659,024 preemptive rights certificates via off-market sale between July 20 and July 23, 2026. The estimated transaction value is approximately KRW 2.72 billion, based on a provisional unit price of KRW 4,125 (the first issue price of the ongoing rights offering); the actual price will be determined as the 5-day arithmetic average of closing prices during the rights certificate listing period (July 10-16, 2026). The reporter is choosing to sell the rights certificates rather than subscribe to new shares in the company's rights offering. After the transaction, the director's ownership will decline from 6.55% (3,848,866 securities) to 5.49% (3,189,842 common shares), reflecting the disposal of the rights but retention of underlying common stock.

The National Pension Service (NPS) filed a new major shareholder disclosure, reporting ownership of 933,033 common shares, equal to 10.01% of total shares outstanding. The position crossed the 10% threshold via on-market purchases on June 12, 2026, triggering the major shareholder reporting requirement. The acquisition price was 3,427,422 KRW per share for the buy leg, with a minor 154-share offsetting sale at 3,455,285 KRW. NPS's emergence as a 10%+ holder signals strong institutional conviction and adds a stable long-term anchor to the shareholder register.

The company will hold a Non-Deal Roadshow (NDR) for institutional investors and analysts in Hong Kong and Singapore from June 29 to July 3, 2026, sponsored by Korea Investment & Securities. The agenda covers progress on existing businesses such as Memory Test Handlers, the HBM-focused Cube Prober inspection equipment business, and new businesses including the DLP Handler. Management will also pitch the company's growth potential and competitiveness in the global semiconductor test equipment market. IR materials will be posted on the company's IR page and KRX KIND on June 29, 2026.

Largest shareholder and CEO Lee Sang-ryul filed an updated major shareholding report as of June 12, 2026. While he and related parties acquired 491 additional shares, the total holding ratio fell sharply from 64.04% to 54.20% (-9.84pp) because the total issued shares ballooned from 10,000,000 to 12,253,025 following convertible bond (CB) conversion into common stock. Voting-right ratio also dropped from 55.42% to 45.24% (-10.18pp), meaning the controlling group now holds less than half of voting rights. The number of special-related parties increased from 12 to 14. The filing reaffirms management-control purpose, but the dilution from CB conversion is a meaningful overhang for minority shareholders.

A newly appointed managing director, Lee Keun-pil, filed his initial report on ownership of specific securities after purchasing 301 common shares on the open market on June 11, 2026 at KRW 38,507 per share. The total holding represents just 0.00% of the 12,253,025 outstanding shares, amounting to roughly KRW 11.6 million in value. The filing is a routine disclosure triggered by his appointment as a registered managing director on March 24, 2026. While the absolute transaction size is small, insider purchases by newly appointed executives are often viewed as a mild signal of confidence in the company.

LB Corp, the de facto controlling shareholder, filed a trading plan to purchase 2,271,295 subscription warrants (신주인수권증서) through off-exchange (OTC) acquisition between July 20-23, 2026, at an indicative price of KRW 4,125 per share, totaling approximately KRW 9.37 billion. The purpose is to participate in the rights offering (shareholder allocation plus public offering of forfeited shares). Following completion, LB Corp's holdings (common shares + warrants) would rise from 5,823,200 shares (9.86%) to 8,094,495 shares (13.19%) of the issued share count. The actual price will be determined by the 5-business-day average closing price during warrant trading (July 10-16, 2026) and may differ from the indicative figure; actual transaction size can vary within ±30% per regulation.