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SCHEDULE Filed 2025-09-29 Event 2025-09-25 SEC 0001012975-25-000586 →

Blantyre Capital Ltd National CineMedia, Inc. NCMI

Stake: 29.00% Shares: 27,144,639 CUSIP: 635309206 Class: Common Stock, par value $0.01 per share

Item 4 — Purpose of Transaction

Item 4 is amended and supplemented as follows: On May 22, 2024, the Board elected Nathan "Tripp" Lane as a member of the Board. Mr. Lane had been appointed in accordance with the Director Designation Agreement dated August 7, 2023 (the "Designation Agreement"), by and among the Company, the Consenting Creditor Designation Committee (as defined in the Designation Agreement) and Blantyre Capital Limited. Mr. Lane has informed the Company and the Reporting Persons that he has decided to resign as a director and member of the Board, and Blantyre has designated Simon Mullaly, who serves as a Partner with Blantyre, to replace Mr. Lane on the Board pursuant to Blantyre's rights under the Designation Agreement. The Reporting Persons anticipate that Mr. Mullaly will join the Board immediately following the effectiveness of Mr. Lane's resignation. The Reporting Persons intend to review on a continuing basis their investments in the Company. They currently intend to communicate with the Board, including with Mr. Mullaly, members of management and/or potentially other shareholders or other relevant parties with respect to operational, strategic, financial or governance matters. The Reporting Persons reserve the right, based on all relevant factors and subject to applicable law or other restrictions, at any time and from time to time, to acquire additional shares of Common Stock or other securities of the Company, dispose of some or all of the shares of Common Stock or other securities of the Company that it may own from time to time, in each case in open market or private transactions, block sales or otherwise or pursuant to ordinary stock exchange transactions effected through one or more broker-dealers whether individually or utilizing specific pricing or other instructions (including by means of Rule 10b5-1 programs), and review or reconsider their position, change their purpose, take other actions or formulate and implement plans or proposals with respect to any of the foregoing.

Cross-References

Insider Activity (last 365d)
0 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
18 13D/G filings on this issuer
17 other filings besides this one
Filer Track Record
1 filings by this filer
0 other filings in the data moat
Short Interest · settle 2026-03-31
DTC 19.61
7,094,071 shares short · -6.5% vs prior

Other 13D/G Filings on National CineMedia, Inc.

FiledFormFilerStakeShares
2023-04-03 SC Cinemark Holdings, Inc. view →
2023-02-24 SC Cinemark Holdings, Inc. view →
2022-04-14 SC Cinemark Holdings, Inc. view →
2021-04-22 SC Cinemark Holdings, Inc. view →
2021-04-19 SC REGAL ENTERTAINMENT GROUP view →
2021-03-17 SC Standard General L.P. view →
2020-04-15 SC Standard General L.P. view →
2020-04-01 SC Standard General L.P. view →
2020-03-30 SC REGAL ENTERTAINMENT GROUP view →
2020-03-27 SC Cinemark Holdings, Inc. view →
2020-03-24 SC Standard General L.P. view →
2019-08-30 SC Standard General L.P. view →
2019-08-28 SC Standard General L.P. view →
2019-04-02 SC REGAL ENTERTAINMENT GROUP view →
2018-04-19 SC ANSCHUTZ Corp view →
2018-03-22 SC AMC ENTERTAINMENT HOLDINGS, INC. view →
2018-03-20 SC Standard General L.P. view →

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