Sirius XM Holdings Inc.
5.50%
18,420,796
908937
Apr 20, 2026
Jun 10, 2026, 08:45 PM
Reporting Persons (1)
| Name | Type | % of Class | Aggregate | Sole Voting | Shared Voting |
|---|---|---|---|---|---|
| John C. Malone | Individual | 5.50% | 18,420,796 | 18,317,740 | 103,056 |
Disclosure Items (4)
Common Stock, par value $0.001 per share
Sirius XM Holdings Inc.
1290 AVENUE OF THE AMERICAS, New York, NY, 10104
Mr. Malone beneficially owns 18,420,796 shares of Common Stock, including (i) 1,045,714 shares held by a revocable trust (the "LM Revocable Trust") with respect to which Mr. Malone and his wife are trustees and as to which shares Mr. Malone disclaims beneficial ownership, (ii) 15,272,026 shares held by a revocable trust (the "JM Revocable Trust") with respect to which Mr. Malone is trustee, (iii) 2,000,000 shares held by a limited liability company (the "LLC") of which Mr. Malone is a member and which Mr. Malone has the sole power to direct the voting with respect to such shares, and (iv) 103,056 shares held by a trust (the "Trust") over which Mr. Malone has a right of substitution, which is managed by an independent trustee and one of Mr. Malone's adult children, and the beneficiary of which is one of Mr. Malone's adult children and as to which shares Mr. Malone disclaims beneficial ownership, which represent approximately 5.5% of the outstanding shares of Common Stock, calculated based on the 336,619,936 shares of Common Stock outstanding as of April 28, 2026, as reported by the Issuer in its Quarterly Report on Form 10-Q filed with the SEC on April 30, 2026. Mr. Malone and, to his knowledge, the LM Revocable Trust, the JM Revocable Trust and the LLC, each have the sole power to vote and to dispose of, or to direct the voting or disposition of, their respective shares of Common Stock. To Mr. Malone's knowledge, the Trust has the sole power to vote and to dispose of, or to direct the voting or disposition of, the shares of Common Stock held by the Trust, except that Mr. Malone is permitted under the terms of the Trust to substitute assets in the Trust and thereby may acquire any shares held in the Trust at any time.
Mr. Malone beneficially owns 18,420,796 shares of Common Stock, including (i) 1,045,714 shares held by a revocable trust (the "LM Revocable Trust") with respect to which Mr. Malone and his wife are trustees and as to which shares Mr. Malone disclaims beneficial ownership, (ii) 15,272,026 shares held by a revocable trust (the "JM Revocable Trust") with respect to which Mr. Malone is trustee, (iii) 2,000,000 shares held by a limited liability company (the "LLC") of which Mr. Malone is a member and which Mr. Malone has the sole power to direct the voting with respect to such shares, and (iv) 103,056 shares held by a trust (the "Trust") over which Mr. Malone has a right of substitution, which is managed by an independent trustee and one of Mr. Malone's adult children, and the beneficiary of which is one of Mr. Malone's adult children and as to which shares Mr. Malone disclaims beneficial ownership, which represent approximately 5.5% of the outstanding shares of Common Stock, calculated based on the 336,619,936 shares of Common Stock outstanding as of April 28, 2026, as reported by the Issuer in its Quarterly Report on Form 10-Q filed with the SEC on April 30, 2026. Mr. Malone and, to his knowledge, the LM Revocable Trust, the JM Revocable Trust and the LLC, each have the sole power to vote and to dispose of, or to direct the voting or disposition of, their respective shares of Common Stock. To Mr. Malone's knowledge, the Trust has the sole power to vote and to dispose of, or to direct the voting or disposition of, the shares of Common Stock held by the Trust, except that Mr. Malone is permitted under the terms of the Trust to substitute assets in the Trust and thereby may acquire any shares held in the Trust at any time.
On April 8, 2026, Mr. Malone donated 2,000,000 shares of Common Stock to an educational institution. No consideration was paid or received for this donation. On April 21, 2026, a trust with respect to which Mr. Malone is the sole trustee disposed of 808,480 shares of Common Stock in a series of open market transactions at prices ranging from $26.14 per share to $27.32 per share. The volume weighted average disposition price was $26.67 per share. On April 21, 2026, a trust with respect to which Mr. Malone is the sole trustee disposed of 301,562 shares of Common Stock in a series of open market transactions at prices ranging from $26.14 per share to $27.32 per share. The volume weighted average disposition price was $26.67 per share. On April 21, 2026, a trust with respect to which Mr. Malone is the sole trustee disposed of 481,562 shares of Common Stock in a series of open market transactions at prices ranging from $26.14 per share to $27.32 per share. The volume weighted average disposition price was $26.67 per share.
Not applicable.
Not applicable.
On July 16, 2025, the LLC wrote a series of over-the-counter call options to a financial institution counterparty representing the right of the financial institution to purchase an aggregate of 1,000,000 shares of Common Stock at a strike price of $25.65 per share, which was determined pursuant to a formula based on the weighted average prices of the Common Stock at which the financial institution established its initial hedge position in respect of the call options. The call options are European style and may be settled physically or in cash at the option of the LLC. The call options expire on August 17, 2026. The LLC received a premium of approximately $1,916,700 in the aggregate, for writing these calls. On July 21, 2025, the LLC wrote a series of over-the-counter call options to a financial institution counterparty representing the right of the financial institution to purchase an aggregate of 1,000,000 shares of Common Stock at a strike price of $25.61 per share, which was determined pursuant to a formula based on the weighted average prices of the Common Stock at which the financial institution established its initial hedge position in respect of the call options. The call options are European style and may be settled physically or in cash at the option of the LLC. The call options expire on August 21, 2026. The LLC received a premium of approximately $1,845,900 in the aggregate, for writing these calls. On September 12, 2025, the JM Revocable Trust wrote a series of over-the-counter call options to a financial institution counterparty representing the right of the financial institution to purchase an aggregate of 2,000,000 shares of Common Stock at a strike price of $25.59 per share, which was determined pursuant to a formula based on the weighted average prices of the Common Stock at which the financial institution established its initial hedge position in respect of the call options. The call options are European style and may be settled physically or in cash at the option of the JM Revocable Trust. The transaction is divided into two components each of which is with respect to 1,000,000 shares. The components expire on sequential trading days beginning on October 2, 2026. The JM Revocable Trust received a premium of approximately $3,561,200 in the aggregate, for writing these calls. On September 19, 2025, the JM Revocable Trust wrote a series of over-the-counter call options to a financial institution counterparty representing the right of the financial institution to purchase an aggregate of 2,000,000 shares of Common Stock at a strike price of $25.00 per share, which was determined pursuant to a formula based on the weighted average prices of the Common Stock at which the financial institution established its initial hedge position in respect of the call options. The call options are European style and may be settled physically or in cash at the option of the JM Revocable Trust. The transaction is divided into two components each of which is with respect to 1,000,000 shares. The components expire on sequential trading days beginning on October 15, 2026. The JM Revocable Trust received a premium of approximately $3,495,800 in the aggregate, for writing these calls. On September 26, 2025, the JM Revocable Trust wrote a series of over-the-counter call options to a financial institution counterparty representing the right of the financial institution to purchase an aggregate of 2,000,000 shares of Common Stock at a strike price of $24.31 per share, which was determined pursuant to a formula based on the weighted average prices of the Common Stock at which the financial institution established its initial hedge position in respect of the call options. The call options are European style and may be settled physically or in cash at the option of the JM Revocable Trust. The transaction is divided into two components each of which is with respect to 1,000,000 shares. The components expire on sequential trading days beginning on October 29, 2026. The JM Revocable Trust received a premium of approximately $3,331,800 in the aggregate, for writing these calls. On October 7, 2025, the JM Revocable Trust wrote a series of over-the-counter call options to a financial institution counterparty representing the right of the financial institution to purchase an aggregate of 2,000,000 shares of Common Stock at a strike price of $25.14 per share, which was determined pursuant to a formula based on the weighted average prices of the Common Stock at which the financial institution established its initial hedge position in respect of the call options. The call options are European style and may be settled physically or in cash at the option of the JM Revocable Trust. The transaction is divided into two components each of which is with respect to 1,000,000 shares. The components expire on sequential trading days beginning on November 4, 2026. The JM Revocable Trust received a premium of approximately $3,399,200 in the aggregate, for writing these calls. On February 9, 2026, the JM Revocable Trust wrote a series of over-the-counter call options to a financial institution counterparty representing the right of the financial institution to purchase an aggregate of 2,000,000 shares of Common Stock at a strike price of $23.45 per share, which was determined pursuant to a formula based on the weighted average prices of the Common Stock at which the financial institution established its initial hedge position in respect of the call options. The call options are European style and may be settled physically or in cash at the option of the JM Revocable Trust. The call options expire on March 5, 2027. The JM Revocable Trust received a premium of approximately $2,573,600 in the aggregate, for writing these calls. On March 9, 2026, the JM Revocable Trust wrote a series of over-the-counter call options to a financial institution counterparty representing the right of the financial institution to purchase an aggregate of 2,000,000 shares of Common Stock at a strike price of $24.55 per share, which was determined pursuant to a formula based on the weighted average prices of the Common Stock at which the financial institution established its initial hedge position in respect of the call options. The call options are European style and may be settled physically or in cash at the option of the JM Revocable Trust. The call options expire on March 19, 2027. The JM Revocable Trust received a premium of approximately $2,701,000 in the aggregate, for writing these calls. On March 31, 2026, the JM Revocable Trust wrote a series of over-the-counter call options to a financial institution counterparty representing the right of the financial institution to purchase an aggregate of 1,000,000 shares of Common Stock at a strike price of $25.25 per share, which was determined pursuant to a formula based on the weighted average prices of the Common Stock at which the financial institution established its initial hedge position in respect of the call options. The call options are European style and may be settled physically or in cash at the option of the JM Revocable Trust. The call options expire on April 9, 2027. The JM Revocable Trust received a premium of approximately $1,408,900 in the aggregate, for writing these calls. On April 2, 2026, the JM Revocable Trust wrote a series of over-the-counter call options to a financial institution counterparty representing the right of the financial institution to purchase an aggregate of 1,000,000 shares of Common Stock at a strike price of $25.70 per share, which was determined pursuant to a formula based on the weighted average prices of the Common Stock at which the financial institution established its initial hedge position in respect of the call options. The call options are European style and may be settled physically or in cash at the option of the JM Revocable Trust. The call options expire on June 4, 2027. The JM Revocable Trust received a premium of approximately $1,710,000 in the aggregate, for writing these calls. On April 16, 2026, the JM Revocable Trust wrote a series of over-the-counter call options to a financial institution counterparty representing the right of the financial institution to purchase an aggregate of 1,272,000 shares of Common Stock at a strike price of $26.35 per share, which was determined pursuant to a formula based on the weighted average prices of the Common Stock at which the financial institution established its initial hedge position in respect of the call options. The call options are European style and may be settled physically or in cash at the option of the JM Revocable Trust. The call options expire on July 13, 2027. The JM Revocable Trust received a premium of approximately $2,112,960 in the aggregate, for writing these calls. On April 23, 2026, the LM Revocable Trust wrote a series of over-the-counter call options to a financial institution counterparty representing the right of the financial institution to purchase an aggregate of 1,045,714 shares of Common Stock at a strike price of $30.35 per share, which was determined pursuant to a formula based on the weighted average prices of the Common Stock at which the financial institution established its initial hedge position in respect of the call options. The call options are European style and may be settled physically or in cash at the option of the LM Revocable Trust. The call options expire on July 20, 2027. The LM Revocable Trust received a premium of approximately $2,413,400 in the aggregate, for writing these calls.