Sec Form 13G Filing - Pinnacle Family Office Investments L.P. filing for CREATIVE REALITIES INC. (CREX) - 2023-12-27

Insider filing report for Changes in Beneficial Ownership

  • Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
  • Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

SCHEDULE 13G

(Rule 13d-102)

INFORMATION TO BE INCLUDED IN THE STATEMENTS FILED
PURSUANT TO RULES 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO
FILED PURSUANT TO RULE 13d-2(b)

(Amendment No. 1)*

Creative Realities, Inc.

(Name of Issuer)

Common Stock, par value $0.01 per share

(Title of Class of Securities)

22530J200

(CUSIP Number)

December 22, 2023

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

[  ] Rule 13d-1(b)

[x] Rule 13d-1(c)

[  ] Rule 13d-1(d)

*The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).


SCHEDULE 13G
CUSIP NO. 22530J200 Page 2 of 6

1

NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (Entities Only)

Pinnacle Family Office Investments, L.P., a Texas limited partnership
27-1405464
   
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP


  (a)  ☐
(b)  ☒ 
3 SEC USE ONLY


   
4 CITIZENSHIP OR PLACE OF ORGANIZATION

Texas
   
NUMBER OF

SHARES

BENEFICIALLY

OWNED BY EACH

REPORTING

PERSON WITH
5 SOLE VOTING POWER

Common Stock equal to less than 5%
   
6 SHARED VOTING POWER

0
   
7 SOLE DISPOSITIVE POWER

Common Stock equal to less than 5%
   
8 SHARED DISPOSITIVE POWER

0
   
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

Common Stock equal to less than 5%
   
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES


 
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

Less than 5%
   
12 TYPE OF REPORTING PERSON

PN
   
           

SCHEDULE 13G
CUSIP NO. 22530J200 Page 3 of 6

1

NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (Entities Only)

Barry M. Kitt
   
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP


  (a)  ☐
(b)  ☒ 
3 SEC USE ONLY


   
4 CITIZENSHIP OR PLACE OF ORGANIZATION

United States of America
   
NUMBER OF

SHARES

BENEFICIALLY

OWNED BY EACH

REPORTING

PERSON WITH
5 SOLE VOTING POWER

Common Stock equal to less than 5%
   
6 SHARED VOTING POWER

0
   
7 SOLE DISPOSITIVE POWER

Common Stock equal to less than 5%
   
8 SHARED DISPOSITIVE POWER

0
   
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

Common Stock equal to less than 5%
   
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES


 
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

Less than 5%
   
12 TYPE OF REPORTING PERSON

IN
   
           

SCHEDULE 13G
CUSIP NO. 22530J200 Page 4 of 6

Item 1(a). Name of Issuer:

Creative Realities, Inc. (the "Issuer")

Item 1(b). Address of Issuer's Principal Executive Offices:

13100 Magisterial Drive, Suite 100
Louisville, KY 40223

Items 2(a),

(b) and (c). Name of Persons Filing, Address of Principal Business Office and Citizenship:

This Amendment No. 1 to Schedule 13G is being filed on behalf of Pinnacle Family Office Investments, L.P. and Barry M. Kitt, as joint filers (collectively, the "Reporting Persons").

The Reporting Persons have entered into a Joint Filing Agreement, a copy of which is filed with this Amendment No. 1 to Schedule 13G as Exhibit 1, pursuant to which the Reporting Persons have agreed to file this Amendment No. 1 to Schedule 13G jointly in accordance with the provisions of Rule 13d-1(k) of the Securities Exchange Act of 1934, as amended.

The principal business office of the Reporting Persons is 5910 North Central Expressway, Suite 1475, Dallas, TX 75206.  For citizenship, see Item 4 of each cover page.   

Item 2(d). Title of Class of Securities:

Common Stock, par value $0.01 per share (the "Common Stock")

Item 2(e). CUSIP Number:

22530J200

Item 3. Not applicable

Item 4. Ownership.

(a) Amount beneficially owned:  Common Stock equal to less than 5%

(b) Percent of class:  Less than 5%

(c) Number of shares to which such person has:

(i) Sole power to vote or direct the vote:  Common Stock equal to less than 5%

(ii) Shared power to vote or direct the vote:  0


SCHEDULE 13G
CUSIP NO. 22530J200 Page 5 of 6

(iii) Sole power to dispose or to direct the disposition of:  Common Stock equal to less than 5%

(iv) Shared power to dispose of or direct the disposition of: 0

Item 5. Ownership of Five Percent or Less of a Class.

If this statement is being filed to report the fact that as of the date hereof the reporting persons have ceased to be the beneficial owner of more than five percent of the class of securities, check the following ☒.

Item 6. Ownership of More than Five Percent on Behalf of Another Person.

Not applicable

Item 7. Identif ication and Classification of the Subsidiary Which Acquired the Security Being Reported By the Parent Holding Company.

Not applicable

Item 8. Identification and Classification of Members of the Group.

Not applicable

Item 9. Notice of Dissolution of a Group.

Not applicable

Item 10. Certification.

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.


SCHEDULE 13G
CUSIP NO. 22530J200 Page 6 of 6

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Dated: December 27, 2023

 

PINNACLE FAMILY OFFICE INVESTMENTS, L.P.

By: Pinnacle Family Office, LLC, its general partner

     
  By: /s/ Barry M. Kitt
    Barry M. Kitt, its manager
     
  /s/ Barry M. Kitt
  Barry M. Kitt