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[Form 4] DLH Holdings Corp. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Positive)
Form Type
4
Rhea-AI Filing Summary

Q2 FY25 snapshot (ended 27-Jun-25):

  • Total revenue $78.9 m (+1.6 % YoY); revenue-before-reimb. $77.6 m (+2.3 %).
  • Operating income fell 63 % to $4.6 m; net income collapsed 81 % to $1.7 m, diluted EPS $0.06 vs $0.31.
  • Gross margin compressed to 35 % as non-cash stock-based comp soared to $9.7 m (prior-year $2.9 m) due to new market-price awards and LeewayHertz earn-outs.
  • Segment mix: Global S&BT $44.2 m (+4.6 %), SAP Solutions $13.9 m (+12.5 %), Oracle Solutions $20.8 m (-9.7 %).
  • H1 operating cash flow $9.8 m (-40 %); cash balance $10.1 m (-38 % YTD) after $10 m revolver draw, pushing debt to $22.8 m.
  • Capital deployment: $10.5 m share buybacks (382 k shs), $6.6 m dividends; repurchase authorization lifted to $30 m.
  • Acquisitions: Spend Matters assets ($0.8 m) added $2.0 m intangibles; leverage of FY24 LeewayHertz AI deal takes goodwill to $91.1 m.
  • Future: Q3 restructuring charge $1.5-2.0 m aligned with Gen-AI strategy.

Company remains covenant-compliant on $100 m revolver; liquidity tightens but platform and AI moves aim at long-term growth.

Riepilogo Q2 FY25 (terminato il 27-giu-25):

  • Ricavi totali $78,9 mln (+1,6% su base annua); ricavi al netto dei rimborsi $77,6 mln (+2,3%).
  • Utile operativo in calo del 63% a $4,6 mln; utile netto crollato dell'81% a $1,7 mln, EPS diluito $0,06 contro $0,31.
  • Margine lordo ridotto al 35% a causa dell'aumento della compensazione azionaria non monetaria a $9,7 mln (anno precedente $2,9 mln) per nuovi premi basati sul prezzo di mercato e earn-out di LeewayHertz.
  • Mix segmenti: Global S&BT $44,2 mln (+4,6%), Soluzioni SAP $13,9 mln (+12,5%), Soluzioni Oracle $20,8 mln (-9,7%).
  • Flusso di cassa operativo H1 $9,8 mln (-40%); saldo di cassa $10,1 mln (-38% da inizio anno) dopo un prelievo di $10 mln sul revolver, portando il debito a $22,8 mln.
  • Allocazione capitale: riacquisto azioni per $10,5 mln (382k azioni), dividendi per $6,6 mln; autorizzazione riacquisto aumentata a $30 mln.
  • Acquisizioni: asset Spend Matters ($0,8 mln) hanno aggiunto $2,0 mln di attivit脿 immateriali; leva dell'accordo AI LeewayHertz FY24 porta l'avviamento a $91,1 mln.
  • Futuro: addebito di ristrutturazione Q3 tra $1,5-2,0 mln in linea con la strategia Gen-AI.

L'azienda rimane conforme ai covenant sul revolver da $100 mln; liquidit脿 pi霉 stretta ma le iniziative su piattaforma e AI puntano a una crescita a lungo termine.

Resumen Q2 FY25 (finalizado el 27-jun-25):

  • Ingresos totales $78.9 M (+1.6 % interanual); ingresos antes de reembolsos $77.6 M (+2.3 %).
  • Ingreso operativo cay贸 63 % a $4.6 M; ingreso neto se desplom贸 81 % a $1.7 M, EPS diluido $0.06 vs $0.31.
  • Margen bruto comprimido al 35 % debido al aumento de compensaci贸n basada en acciones no monetaria a $9.7 M (a帽o anterior $2.9 M) por nuevas adjudicaciones basadas en precio de mercado y earn-outs de LeewayHertz.
  • Composici贸n por segmento: Global S&BT $44.2 M (+4.6 %), Soluciones SAP $13.9 M (+12.5 %), Soluciones Oracle $20.8 M (-9.7 %).
  • Flujo de caja operativo H1 $9.8 M (-40 %); saldo de efectivo $10.1 M (-38 % YTD) tras un uso de $10 M del revolver, elevando deuda a $22.8 M.
  • Despliegue de capital: recompra de acciones por $10.5 M (382 mil acciones), dividendos por $6.6 M; autorizaci贸n de recompra aumentada a $30 M.
  • Adquisiciones: activos de Spend Matters ($0.8 M) agregaron $2.0 M en intangibles; apalancamiento del acuerdo AI LeewayHertz FY24 lleva el goodwill a $91.1 M.
  • Futuro: cargo por reestructuraci贸n Q3 de $1.5-2.0 M alineado con la estrategia Gen-AI.

La compa帽铆a sigue cumpliendo convenios en revolver de $100 M; liquidez ajustada pero movimientos en plataforma e IA buscan crecimiento a largo plazo.

2025 須岅硠鞐半弰 2攵勱赴 鞖旍暯 (2025雲� 6鞗� 27鞚� 膦呺):

  • 齑� 毵れ稖 $7,890毵� (+1.6% 鞝勲厔 雽�牍�); 頇橁笁 鞝� 毵れ稖 $7,760毵� (+2.3%).
  • 鞓侅梾鞚挫澋 63% 臧愳唽頃� $460毵�; 靾滌澊鞚� 81% 旮夑皭頃� $170毵�, 頋劃 欤茧嫻靾滌澊鞚� $0.06 雽�牍� $0.31.
  • 齑濎澊鞚惦 35%搿� 於曥唽, 牍勴槃旮堨劚 欤检嫕旮半皹 氤挫儊 $970毵岇溂搿� 旮夓(鞝勲厔 $290毵�), 鞁滌灔臧�瓴� 旮半皹 鞁犼窚 靾橃儊 氚� LeewayHertz 鞚胳垬靹标臣 霑岆.
  • 攵�氍鸽硠 毵れ稖: 旮�搿滊矊 S&BT $4,420毵� (+4.6%), SAP 靻旊（靺� $1,390毵� (+12.5%), 鞓る澕韥� 靻旊（靺� $2,080毵� (-9.7%).
  • 靸侂皹旮� 鞓侅梾順勱笀頋愲 $980毵� (-40%); 順勱笀鞛旉碃 $1,010毵� (-38% 鞐办磮 雽�牍�), $1,000毵� 毽臣氩� 鞚胳稖 頉� 攵�毂� $2,280毵岇溂搿� 歃濌皜.
  • 鞛愲掣 氚半秳: 鞛愳偓欤� 毵れ瀰 $1,050毵� (38毵� 2觳� 欤�), 氚半嫻旮� $660毵�; 鞛愳偓欤� 毵れ瀰 頃滊弰 $3,000毵岇溂搿� 靸來枼.
  • 鞚胳垬: Spend Matters 鞛愳偘($80毵�)鞙茧 氍错槙鞛愳偘 $200毵� 於旉皜; FY24 LeewayHertz AI 瓯半灅 霠堧矂毽搿� 鞓侅梾甓� $9,110毵�.
  • 頄ロ泟 瓿勴殟: 3攵勱赴 甑“臁办爼 牍勳毄 $150毵寏$200毵�, Gen-AI 鞝勲灥瓿� 鞐瓣硠.

須岇偓電� $1鞏� 毽臣氩� 臁瓣贝鞚� 欷�靾� 欷�; 鞙犽彊靹膘潃 韮�鞚错姼頃橃毵� 頂岆灚韽� 氚� AI 鞝勲灥鞙茧 鞛リ赴 靹膘灔 氇╉憸.

R茅sum茅 du T2 FY25 (clos le 27 juin 2025) :

  • Chiffre d'affaires total de 78,9 M$ (+1,6 % en glissement annuel) ; chiffre d'affaires hors remboursements de 77,6 M$ (+2,3 %).
  • R茅sultat op茅rationnel en baisse de 63 % 脿 4,6 M$ ; r茅sultat net en chute de 81 % 脿 1,7 M$, BPA dilu茅 de 0,06$ contre 0,31$.
  • Marge brute comprim茅e 脿 35 % du fait d'une forte hausse de la r茅mun茅ration en actions non mon茅taire 脿 9,7 M$ (2,9 M$ l'ann茅e pr茅c茅dente) li茅e aux nouvelles attributions bas茅es sur le cours du march茅 et aux earn-outs de LeewayHertz.
  • R茅partition par segment : Global S&BT 44,2 M$ (+4,6 %), Solutions SAP 13,9 M$ (+12,5 %), Solutions Oracle 20,8 M$ (-9,7 %).
  • Flux de tr茅sorerie op茅rationnel semestriel de 9,8 M$ (-40 %) ; tr茅sorerie de 10,1 M$ (-38 % depuis le d茅but d'ann茅e) apr猫s un tirage de 10 M$ sur la ligne de cr茅dit renouvelable, portant la dette 脿 22,8 M$.
  • Utilisation du capital : rachats d'actions pour 10,5 M$ (382 k actions), dividendes de 6,6 M$ ; autorisation de rachat port茅e 脿 30 M$.
  • Acquisitions : actifs de Spend Matters (0,8 M$) ayant ajout茅 2,0 M$ d'immobilisations incorporelles ; effet de levier de l'accord IA LeewayHertz FY24 portant le goodwill 脿 91,1 M$.
  • Avenir : charge de restructuration au T3 entre 1,5 et 2,0 M$, en ligne avec la strat茅gie Gen-AI.

L'entreprise reste conforme aux covenants sur la ligne renouvelable de 100 M$ ; la liquidit茅 se resserre, mais les initiatives plateforme et IA visent une croissance 脿 long terme.

Q2 FY25 脺berblick (ended 27. Juni 2025):

  • Gesamtumsatz $78,9 Mio (+1,6 % im Jahresvergleich); Umsatz vor R眉ckerstattungen $77,6 Mio (+2,3 %).
  • Betriebsergebnis sank um 63 % auf $4,6 Mio; Nettogewinn brach um 81 % auf $1,7 Mio ein, verw盲ssertes EPS $0,06 vs. $0,31.
  • Bruttomarge schrumpfte auf 35 %, da nicht zahlungswirksame aktienbasierte Verg眉tung auf $9,7 Mio (Vorjahr $2,9 Mio) aufgrund neuer marktpreisabh盲ngiger Auszeichnungen und LeewayHertz Earn-outs anstieg.
  • Segmentmix: Global S&BT $44,2 Mio (+4,6 %), SAP-L枚sungen $13,9 Mio (+12,5 %), Oracle-L枚sungen $20,8 Mio (-9,7 %).
  • Operativer Cashflow H1 $9,8 Mio (-40 %); Barbestand $10,1 Mio (-38 % seit Jahresbeginn) nach $10 Mio Revolverabhebung, dadurch Schulden auf $22,8 Mio gestiegen.
  • Kapitalverwendung: Aktienr眉ckk盲ufe $10,5 Mio (382 Tsd. Aktien), Dividenden $6,6 Mio; R眉ckkaufgenehmigung auf $30 Mio erh枚ht.
  • Akquisitionen: Spend Matters Verm枚genswerte ($0,8 Mio) f眉hrten zu $2,0 Mio immateriellen Verm枚genswerten; Hebelwirkung des FY24 LeewayHertz KI-Deals hebt den Firmenwert auf $91,1 Mio.
  • Zukunft: Q3 Restrukturierungskosten von $1,5-2,0 Mio im Einklang mit Gen-AI-Strategie.

Das Unternehmen bleibt covenant-konform beim $100 Mio Revolver; Liquidit盲t verengt sich, aber Plattform- und KI-Initiativen zielen auf langfristiges Wachstum ab.

Positive
  • Revenue resilience: total revenue up 1.6 % YoY despite mixed IT-services market.
  • SAP & Global S&BT growth: double-digit SAP and mid-single-digit consulting gains indicate traction in AI-led and transformation offerings.
  • Expanded buyback capacity: board boosted repurchase authorization to $30 m, signalling confidence.
  • Covenant headroom: company remains compliant on $100 m revolver with net debt still moderate.
Negative
  • Profit collapse: net income down 81 %; diluted EPS fell to $0.06.
  • Margin pressure: surge in stock-based compensation and SG&A slashed operating margin from 16 % to 6 %.
  • Liquidity decline: cash dropped 38 % YTD while debt almost doubled to $22.8 m.
  • Oracle Solutions weakness: segment revenue fell 9.7 %, signalling client decision delays.
  • Upcoming restructuring: expected $1.5-2.0 m charge will further dent H2 earnings.

Insights

TL;DR 鈥� Earnings down sharply; cash squeezed; AI bets increase risk-reward.

The 2 % revenue uptick masks severe margin erosion driven by unusually high $19 m YTD stock-comp and integration costs. Net leverage is still modest, yet cash coverage has thinned to 0.4脳 quarterly SG&A, limiting flexibility while buybacks and dividends continue. Segment data show solid demand for S&BT and SAP work, but Oracle slowdown and forthcoming restructuring create uncertainty. Unless AI-led wins materialise, FY25 EPS guidance (not supplied here) is likely to reset lower. Overall tone: negative.

TL;DR 鈥� Strategic pivot to Gen AI intact; near-term profitability sacrificed.

Hackett is doubling down on Gen AI by integrating LeewayHertz鈥檚 ZBrain and purchasing Spend Matters data assets. These moves strengthen IP and could raise price-per-engagement, but they also inflate compensation and integration overheads, compressing margin to 5.8 %. Client mix still U.S.-centric (79 % revenue). Upcoming $1.5-2 m severance should streamline delivery once AI platforms scale. Investors must weigh short-term earnings pain against differentiated AI value proposition.

Riepilogo Q2 FY25 (terminato il 27-giu-25):

  • Ricavi totali $78,9 mln (+1,6% su base annua); ricavi al netto dei rimborsi $77,6 mln (+2,3%).
  • Utile operativo in calo del 63% a $4,6 mln; utile netto crollato dell'81% a $1,7 mln, EPS diluito $0,06 contro $0,31.
  • Margine lordo ridotto al 35% a causa dell'aumento della compensazione azionaria non monetaria a $9,7 mln (anno precedente $2,9 mln) per nuovi premi basati sul prezzo di mercato e earn-out di LeewayHertz.
  • Mix segmenti: Global S&BT $44,2 mln (+4,6%), Soluzioni SAP $13,9 mln (+12,5%), Soluzioni Oracle $20,8 mln (-9,7%).
  • Flusso di cassa operativo H1 $9,8 mln (-40%); saldo di cassa $10,1 mln (-38% da inizio anno) dopo un prelievo di $10 mln sul revolver, portando il debito a $22,8 mln.
  • Allocazione capitale: riacquisto azioni per $10,5 mln (382k azioni), dividendi per $6,6 mln; autorizzazione riacquisto aumentata a $30 mln.
  • Acquisizioni: asset Spend Matters ($0,8 mln) hanno aggiunto $2,0 mln di attivit脿 immateriali; leva dell'accordo AI LeewayHertz FY24 porta l'avviamento a $91,1 mln.
  • Futuro: addebito di ristrutturazione Q3 tra $1,5-2,0 mln in linea con la strategia Gen-AI.

L'azienda rimane conforme ai covenant sul revolver da $100 mln; liquidit脿 pi霉 stretta ma le iniziative su piattaforma e AI puntano a una crescita a lungo termine.

Resumen Q2 FY25 (finalizado el 27-jun-25):

  • Ingresos totales $78.9 M (+1.6 % interanual); ingresos antes de reembolsos $77.6 M (+2.3 %).
  • Ingreso operativo cay贸 63 % a $4.6 M; ingreso neto se desplom贸 81 % a $1.7 M, EPS diluido $0.06 vs $0.31.
  • Margen bruto comprimido al 35 % debido al aumento de compensaci贸n basada en acciones no monetaria a $9.7 M (a帽o anterior $2.9 M) por nuevas adjudicaciones basadas en precio de mercado y earn-outs de LeewayHertz.
  • Composici贸n por segmento: Global S&BT $44.2 M (+4.6 %), Soluciones SAP $13.9 M (+12.5 %), Soluciones Oracle $20.8 M (-9.7 %).
  • Flujo de caja operativo H1 $9.8 M (-40 %); saldo de efectivo $10.1 M (-38 % YTD) tras un uso de $10 M del revolver, elevando deuda a $22.8 M.
  • Despliegue de capital: recompra de acciones por $10.5 M (382 mil acciones), dividendos por $6.6 M; autorizaci贸n de recompra aumentada a $30 M.
  • Adquisiciones: activos de Spend Matters ($0.8 M) agregaron $2.0 M en intangibles; apalancamiento del acuerdo AI LeewayHertz FY24 lleva el goodwill a $91.1 M.
  • Futuro: cargo por reestructuraci贸n Q3 de $1.5-2.0 M alineado con la estrategia Gen-AI.

La compa帽铆a sigue cumpliendo convenios en revolver de $100 M; liquidez ajustada pero movimientos en plataforma e IA buscan crecimiento a largo plazo.

2025 須岅硠鞐半弰 2攵勱赴 鞖旍暯 (2025雲� 6鞗� 27鞚� 膦呺):

  • 齑� 毵れ稖 $7,890毵� (+1.6% 鞝勲厔 雽�牍�); 頇橁笁 鞝� 毵れ稖 $7,760毵� (+2.3%).
  • 鞓侅梾鞚挫澋 63% 臧愳唽頃� $460毵�; 靾滌澊鞚� 81% 旮夑皭頃� $170毵�, 頋劃 欤茧嫻靾滌澊鞚� $0.06 雽�牍� $0.31.
  • 齑濎澊鞚惦 35%搿� 於曥唽, 牍勴槃旮堨劚 欤检嫕旮半皹 氤挫儊 $970毵岇溂搿� 旮夓(鞝勲厔 $290毵�), 鞁滌灔臧�瓴� 旮半皹 鞁犼窚 靾橃儊 氚� LeewayHertz 鞚胳垬靹标臣 霑岆.
  • 攵�氍鸽硠 毵れ稖: 旮�搿滊矊 S&BT $4,420毵� (+4.6%), SAP 靻旊（靺� $1,390毵� (+12.5%), 鞓る澕韥� 靻旊（靺� $2,080毵� (-9.7%).
  • 靸侂皹旮� 鞓侅梾順勱笀頋愲 $980毵� (-40%); 順勱笀鞛旉碃 $1,010毵� (-38% 鞐办磮 雽�牍�), $1,000毵� 毽臣氩� 鞚胳稖 頉� 攵�毂� $2,280毵岇溂搿� 歃濌皜.
  • 鞛愲掣 氚半秳: 鞛愳偓欤� 毵れ瀰 $1,050毵� (38毵� 2觳� 欤�), 氚半嫻旮� $660毵�; 鞛愳偓欤� 毵れ瀰 頃滊弰 $3,000毵岇溂搿� 靸來枼.
  • 鞚胳垬: Spend Matters 鞛愳偘($80毵�)鞙茧 氍错槙鞛愳偘 $200毵� 於旉皜; FY24 LeewayHertz AI 瓯半灅 霠堧矂毽搿� 鞓侅梾甓� $9,110毵�.
  • 頄ロ泟 瓿勴殟: 3攵勱赴 甑“臁办爼 牍勳毄 $150毵寏$200毵�, Gen-AI 鞝勲灥瓿� 鞐瓣硠.

須岇偓電� $1鞏� 毽臣氩� 臁瓣贝鞚� 欷�靾� 欷�; 鞙犽彊靹膘潃 韮�鞚错姼頃橃毵� 頂岆灚韽� 氚� AI 鞝勲灥鞙茧 鞛リ赴 靹膘灔 氇╉憸.

R茅sum茅 du T2 FY25 (clos le 27 juin 2025) :

  • Chiffre d'affaires total de 78,9 M$ (+1,6 % en glissement annuel) ; chiffre d'affaires hors remboursements de 77,6 M$ (+2,3 %).
  • R茅sultat op茅rationnel en baisse de 63 % 脿 4,6 M$ ; r茅sultat net en chute de 81 % 脿 1,7 M$, BPA dilu茅 de 0,06$ contre 0,31$.
  • Marge brute comprim茅e 脿 35 % du fait d'une forte hausse de la r茅mun茅ration en actions non mon茅taire 脿 9,7 M$ (2,9 M$ l'ann茅e pr茅c茅dente) li茅e aux nouvelles attributions bas茅es sur le cours du march茅 et aux earn-outs de LeewayHertz.
  • R茅partition par segment : Global S&BT 44,2 M$ (+4,6 %), Solutions SAP 13,9 M$ (+12,5 %), Solutions Oracle 20,8 M$ (-9,7 %).
  • Flux de tr茅sorerie op茅rationnel semestriel de 9,8 M$ (-40 %) ; tr茅sorerie de 10,1 M$ (-38 % depuis le d茅but d'ann茅e) apr猫s un tirage de 10 M$ sur la ligne de cr茅dit renouvelable, portant la dette 脿 22,8 M$.
  • Utilisation du capital : rachats d'actions pour 10,5 M$ (382 k actions), dividendes de 6,6 M$ ; autorisation de rachat port茅e 脿 30 M$.
  • Acquisitions : actifs de Spend Matters (0,8 M$) ayant ajout茅 2,0 M$ d'immobilisations incorporelles ; effet de levier de l'accord IA LeewayHertz FY24 portant le goodwill 脿 91,1 M$.
  • Avenir : charge de restructuration au T3 entre 1,5 et 2,0 M$, en ligne avec la strat茅gie Gen-AI.

L'entreprise reste conforme aux covenants sur la ligne renouvelable de 100 M$ ; la liquidit茅 se resserre, mais les initiatives plateforme et IA visent une croissance 脿 long terme.

Q2 FY25 脺berblick (ended 27. Juni 2025):

  • Gesamtumsatz $78,9 Mio (+1,6 % im Jahresvergleich); Umsatz vor R眉ckerstattungen $77,6 Mio (+2,3 %).
  • Betriebsergebnis sank um 63 % auf $4,6 Mio; Nettogewinn brach um 81 % auf $1,7 Mio ein, verw盲ssertes EPS $0,06 vs. $0,31.
  • Bruttomarge schrumpfte auf 35 %, da nicht zahlungswirksame aktienbasierte Verg眉tung auf $9,7 Mio (Vorjahr $2,9 Mio) aufgrund neuer marktpreisabh盲ngiger Auszeichnungen und LeewayHertz Earn-outs anstieg.
  • Segmentmix: Global S&BT $44,2 Mio (+4,6 %), SAP-L枚sungen $13,9 Mio (+12,5 %), Oracle-L枚sungen $20,8 Mio (-9,7 %).
  • Operativer Cashflow H1 $9,8 Mio (-40 %); Barbestand $10,1 Mio (-38 % seit Jahresbeginn) nach $10 Mio Revolverabhebung, dadurch Schulden auf $22,8 Mio gestiegen.
  • Kapitalverwendung: Aktienr眉ckk盲ufe $10,5 Mio (382 Tsd. Aktien), Dividenden $6,6 Mio; R眉ckkaufgenehmigung auf $30 Mio erh枚ht.
  • Akquisitionen: Spend Matters Verm枚genswerte ($0,8 Mio) f眉hrten zu $2,0 Mio immateriellen Verm枚genswerten; Hebelwirkung des FY24 LeewayHertz KI-Deals hebt den Firmenwert auf $91,1 Mio.
  • Zukunft: Q3 Restrukturierungskosten von $1,5-2,0 Mio im Einklang mit Gen-AI-Strategie.

Das Unternehmen bleibt covenant-konform beim $100 Mio Revolver; Liquidit盲t verengt sich, aber Plattform- und KI-Initiativen zielen auf langfristiges Wachstum ab.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Mink Brook Asset Management LLC
(Last) (First) (Middle)
201 SUMMA STREET
(Street)
WEST PALM BEACH FL 33405
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
DLH Holdings Corp. [ DLHC ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director X 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
08/04/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock, par value $0.001 per share ("Common Stock") 08/04/2025 P 4,687 A $5.5(1) 1,693,815 I By Mink Brook Partners LP(2)(3)
Common Stock, par value $0.001 per share ("Common Stock") 08/05/2025 P 245 A $5.5(1) 1,694,060 I By Mink Brook Partners LP(2)(3)
Common Stock, par value $0.001 per share ("Common Stock") 08/06/2025 P 968 A $5.5(1) 1,695,028 I By Mink Brook Partners LP(2)(3)
Common Stock, par value $0.001 per share ("Common Stock") 694,322 I By Mink Brook Opportunity Fund LP(1)(4)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at a price of $5.50 inclusive. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares bought at each price.
2. Represents securities owned directly by Mink Brook Partners LP (the "Fund"). As the investment manager of the Fund, Mink Brook Asset Management LLC may be deemed to beneficially own the securities owned directly by the Fund.
3. Mink Brook Asset Management LLC, and the general partner for both funds, Mink Brook Capital GP LLC, disclaims beneficial ownership of the shares reported herein except to the extent of its pecuniary interest therein, and the filing of this Form 4 shall not be construed as an admission that Mink Brook Asset Management LLC, Mink Brook Capital GP LLC or William Mueller as managing member of both, is the beneficial owner of any such shares for purposes of Section 16(a) of the Securities Exchange Act of 1934, as amended, or for any other purpose.
4. Represents securities owned directly by Mink Brook Opportunity Fund LP (the "Fund"). As the investment manager of the Fund, Mink Brook Asset Management LLC may be deemed to beneficially own the securities owned directly by the Fund.
Remarks:
/s/ William Mueller 08/06/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source:

FAQ

How did HCKT's Q2 2025 revenue compare to last year?

Q2 revenue was $78.9 million, up 1.6 % from $77.7 million in Q2 2024.

Why did Hackett Group's net income fall in Q2 2025?

Higher stock-based compensation ($9.7 m vs $2.9 m) and integration costs drove margins lower, cutting net income to $1.7 m.

What is Hackett Group's current debt level?

Long-term debt rose to $22.8 million after a $10 million revolver draw; facility capacity is $100 million.

How much stock did HCKT repurchase in 1H 2025?

The company bought back 382,000 shares for $10.5 million and now has $30 million authorized for future buybacks.

What acquisitions affected the quarter?

Hackett closed a $0.8 million asset purchase of Spend Matters and continued integrating the 2024 LeewayHertz AI deal.

Are additional charges expected in 2025?

Management plans $1.5鈥�2.0 million in Q3 restructuring costs linked to its Gen AI transition.
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Dlh Holdings

NASDAQ:DLHC

DLHC Rankings

#7187 Ranked by Market Cap
N/A Ranked by Dividends

DLHC Latest News

Aug 6, 2025
DLH Reports Fiscal 2025 Third Quarter Results
Jul 28, 2025
DLH to Announce Fiscal 2025 Third Quarter Financial Results
Jun 17, 2025
AI. Robotics. Automation. DLH Technology and Innovation Powers Recently Honored Projects
May 8, 2025
DLH to Continue Providing R&D and Advanced Technology Services to the Telemedicine and Advanced Technology Research Center
May 7, 2025
DLH Reports Fiscal 2025 Second Quarter Results

DLHC Latest SEC Filings

Aug 6, 2025
[8-K] DLH Holdings Corp. Reports Material Event
Aug 6, 2025
[10-Q] DLH Holdings Corp. Quarterly Earnings Report
Jul 29, 2025
[SCHEDULE 13G/A] DLH Holdings Corp. SEC Filing
Jul 17, 2025
[Form 4] DLH Holdings Corp. Insider Trading Activity
Jun 27, 2025
[Form 4] DLH Holdings Corp. Insider Trading Activity

DLHC Stock Data

79.13M
12.23M
14.98%
73.24%
0.72%
Specialty Business Services
Services-help Supply Services
United States
ATLANTA