Recent 8-K filings for OZ

• May 29, 2026, 6:54 PM ET other material materiality 0.50 neutral item 8.01

  Belpointe PREP reports Q1 2026 NAV of $453.2M, or $116.25 per Class A unit

  NAV per Class A unit as of March 31, 2026 stood at $116.25, based on total NAV of $453.2M.

• March 10, 2026, 7:59 PM ET other material materiality 0.45 neutral item 1.01item 9.01 ◈ Material Agreements

  Belpointe PREP makes $5M convertible loan for Darien property; related party also lends $3.25M

  Indirect subsidiary BPOZ Tokeneke made $5M loan to 100 Tokeneke Road, LLC at 3.6% interest, due March 3, 2028.

• March 9, 2026, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 9.01 ◈ Material Agreements

  Belpointe PREP subsidiary makes $5M convertible loan to fund Darien, CT property acquisition

  BPOZ Tokeneke loaned $5M at 3.6% interest to 100 Tokeneke Road, LLC; convertible at $14.50/unit into Class A units of parent holding company.

• January 12, 2026, 6:59 PM ET M&A materiality 0.55 neutral item 1.01item 9.01 ◈ Material Agreements

  Belpointe PREP enters put/call agreement for 100 Tokeneke property, 243K units at $14.50

  Belpointe PREP, subsidiary Tokeneke Partners, and Daniel Suozzi signed Letter Agreement on Jan 6, 2026 for Suozzi's indirect interest in 100 Tokeneke Road, Darien, CT.

• October 9, 2025, 7:59 PM ET debt materiality 0.70 positive item 1.01item 2.03item 9.01 ◈ Debt Financings

  Belpointe OZ secures $204M refinancing for Aster & Links; saves millions annually

  Refinanced $204.14M loan with Affinius Capital affiliate; initial advance of $172.83M closed Sept 29, 2025.

• October 3, 2025, 7:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03 ◈ Debt Financings ×2

  Belpointe PREP enters $163.3M mortgage and $40.8M mezzanine loans for Sarasota project

  Mortgage loan up to $163.3M; initial advance $138.3M; SOFR + 1.5% interest.

• September 19, 2025, 7:59 PM ET other material materiality 0.60 neutral item 1.01

  Belpointe PREP subsidiary agrees to sell Nashville land for $19.3M

  Sale price $19.3M for 3.2-acre land assemblage at 900 8th Avenue South, Nashville, TN.

• September 16, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Belpointe PREP unitholders elect Oberweger and Orser as Class I directors, ratify auditor

  Timothy Oberweger elected with 916,800 for, 34,614 against, 3,588 abstain; 1,215,006 broker non-votes.

• June 30, 2025, 7:59 PM ET other material materiality 0.25 neutral item 1.01item 9.01

  Belpointe PREP extends $10M Nashville land loan maturity to Jan 2026

  Exercised first extension option on $10M loan secured by 3.2-acre land in Nashville.

• April 17, 2025, 7:59 PM ET other material materiality 0.35 neutral item 4.01item 9.01

  Belpointe PREP auditor Citrin resigns; CohnReznick appointed for FY2025

  Citrin declined re-election effective April 11, 2025, citing a strategic shift away from Belpointe's core business sector.

• February 3, 2025, 6:59 PM ET regulatory materiality 0.55 neutral item 5.07item 7.01item 9.01

  Belpointe OZ regains NYSE American compliance after annual meeting

  Annual meeting held Jan 28, 2025: elected directors Brandon Lacoff and Dean Drulias, ratified Citrin Cooperman as auditor.

• January 8, 2025, 6:59 PM ET regulatory materiality 0.65 negative item 3.01item 8.01item 9.01 ◈ Listing & Compliance Notices

  Belpointe OZ receives NYSE American noncompliance notice; annual meeting rescheduled to Jan 28

  Received NYSE American notice for failing to hold 2023 annual meeting by Dec 31, 2024.

• December 31, 2024, 6:59 PM ET other materiality 0.20 neutral item 8.01item 9.01

  Belpointe OZ adjourns annual meeting to Jan 24, 2025 as quorum not present

  Annual meeting called Dec 19, 2024 lacked quorum; adjourned to Jan 24, 2025 at 12:00 p.m. ET.

• October 16, 2024, 7:59 PM ET other material materiality 0.55 positive item 8.01item 9.01

  Belpointe OZ reports no significant damage to Florida properties from Hurricane Milton

  Aster & Links in Sarasota had temporary power disruption; generator maintained life safety systems, power restored.

• July 5, 2024, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03

  Belpointe subsidiary secures $104M construction loan for Viv project in St. Pete

  Loan up to $104M with interest at 3.8% + 1-month SOFR, secured by first-lien mortgage on Viv property.

Materiality & sentiment trend

Max materiality 0.70 · Median 0.55 · Most common event other_material

2 positive 1 negative 12 neutral

source · OZ on sec.gov