Lee Enterprises, Incorporated
53.47%
11,885,349
58361
Mar 2, 2026
Mar 17, 2026, 05:09 PM
Reporting Persons (3)
This is a joint filing. The reported shares may overlap between reporting persons and should not be summed.
| Name | Type | % of Class | Aggregate | Sole Voting | Shared Voting |
|---|---|---|---|---|---|
| Jerrilyn M. Hoffmann Revocable Trust dated May 30, 2001 (the "Trust") | Other | 53.47% | 11,885,349 | 0 | 618,900 |
| Jerrilyn M. Hoffmann | Individual | 53.47% | 11,885,349 | 0 | 618,900 |
| David Hoffmann | Individual | 53.47% | 11,885,349 | 11,266,449 | 618,900 |
Disclosure Items (5)
Common Stock - $.01 Par Value Per Share
Lee Enterprises, Incorporated
4600 E. 53rd Street, Davenport, IA, 52807
The Jerrilyn M. Hoffmann Revocable Trust dated May 30, 2001(the "Trust") Jerrilyn M. Hoffmann ("Ms. Hoffmann") David Hoffmann ("Mr. Hoffmann") The Trust, Ms. Hoffmann, and Mr. Hoffmann are referred to collectively as the "Reporting Persons." Ms. Hoffmann is the sole trustee of the Trust. Mr. Hoffmann and Ms. Hoffmann are a married couple.
The business address of each Reporting Person is 568 Lincoln Ave., Winnetka, IL 60093.
The Trust is an estate planning vehicle that makes and holds investments. Ms. Hoffmann is principally engaged as a private investor. Mr. Hoffmann is the founder and chairman of the Hoffmann Family of Companies.
During the past five years, none of the Reporting Persons has been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding no Reporting Person was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.
The Trust is formed under the laws of Florida. Ms. Hoffmann is a citizen of the United States of America. Mr. Hoffmann is a citizen of the United States of America
Item 3 to the Amended Statement is amended, in pertinent part, as follows: The Reporting Persons used an aggregate of approximately $47,677,960 to purchase the shares of Common Stock reported as beneficially owned in Item 5.
Item 5 to the Amended Statement is hereby amended as follows:
11,885,349
The response of each of the Reporting Persons to Items 7, 8, 9, 10, 11, and 13 on the cover pages of this Amendment Statement are incorporated herein by reference. As of 4:00 p.m. Eastern time on March 13, 2026, the Reporting Persons beneficially owned 11,885,349 Shares of Common Stock, representing approximately 53.47% of the outstanding Shares of Common Stock. The percentage in this paragraph relating to beneficial ownership of Common Stock is based on 22,229,939 Shares of Common Stock issued and oustanding as of February 6, 2026, as reported in the Issuer's Form 10-Q for the fiscal quarter ended December 28, 2025. Information with respect to all transactions in the Common Stock which were effected since February 9, 2026, the date of the filing of Amendment No. 9 to the initial Schedule 13D, by each of the Reporting Persons is set forth on Scheule A annexed hereto and incorporated herein by reference.
No other person is known to the Reporting Persons to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the shares of Common Stock covered by this Statement.
Not applicable.
Other than as described in this Statement, to the knowledge of the Reporting Persons, there are no other contracts, arrangements, understandings or relationships (legal or otherwise) among the Reporting Persons or between the Reporting Persons and any other persons with respect to any securities of the Issuer, including but not limited to transfer or voting of any of the securities, finder's fees, joint ventures, loan or option arrangements, puts or calls, guarantees of profits, division of profits or loss, or the giving or withholding of proxies.