0001062993-22-024584.txt : 20221230 0001062993-22-024584.hdr.sgml : 20221230 20221230171156 ACCESSION NUMBER: 0001062993-22-024584 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20221228 FILED AS OF DATE: 20221230 DATE AS OF CHANGE: 20221230 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: OSMIUM SPARTAN L P CENTRAL INDEX KEY: 0001367480 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40432 FILM NUMBER: 221502570 BUSINESS ADDRESS: STREET 1: 300 DRAKES LANDING ROAD STREET 2: SUITE 172 CITY: GREENBRAE STATE: CA ZIP: 94904 BUSINESS PHONE: 415-747-8698 MAIL ADDRESS: STREET 1: 300 DRAKES LANDING ROAD STREET 2: SUITE 172 CITY: GREENBRAE STATE: CA ZIP: 94904 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: OSMIUM CAPITAL LP CENTRAL INDEX KEY: 0001192534 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40432 FILM NUMBER: 221502572 BUSINESS ADDRESS: STREET 1: 300 DRAKES LANDING ROAD STREET 2: SUITE 172 CITY: GREENBRAE STATE: CA ZIP: 94904 BUSINESS PHONE: 415-785-4044 MAIL ADDRESS: STREET 1: 300 DRAKES LANDING ROAD STREET 2: SUITE 172 CITY: GREENBRAE STATE: CA ZIP: 94904 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Osmium Partners, LLC CENTRAL INDEX KEY: 0001316729 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40432 FILM NUMBER: 221502573 BUSINESS ADDRESS: STREET 1: 300 DRAKES LANDING ROAD STREET 2: SUITE 172 CITY: GREENBRAE STATE: CA ZIP: 94904 BUSINESS PHONE: (415) 785-4044 MAIL ADDRESS: STREET 1: 300 DRAKES LANDING ROAD STREET 2: SUITE 172 CITY: GREENBRAE STATE: CA ZIP: 94904 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Osmium Partners (Larkspur SPV), LP CENTRAL INDEX KEY: 0001846620 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40432 FILM NUMBER: 221502569 BUSINESS ADDRESS: STREET 1: 300 DRAKES LANDING ROAD, SUITE 172 CITY: GREENBRAE STATE: CA ZIP: 94904 BUSINESS PHONE: (415) 785-4044 MAIL ADDRESS: STREET 1: 300 DRAKES LANDING ROAD, SUITE 172 CITY: GREENBRAE STATE: CA ZIP: 94904 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Lewis John Hartnett CENTRAL INDEX KEY: 0001386292 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40432 FILM NUMBER: 221502568 MAIL ADDRESS: STREET 1: 388 MARKET STREET, SUITE 920 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Osmium Capital II, LP CENTRAL INDEX KEY: 0001451006 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40432 FILM NUMBER: 221502571 BUSINESS ADDRESS: STREET 1: 300 DRAKES LANDING ROAD STREET 2: SUITE 172 CITY: GREENBRAE STATE: CA ZIP: 94904 BUSINESS PHONE: 415-747-8698 MAIL ADDRESS: STREET 1: 300 DRAKES LANDING ROAD STREET 2: SUITE 172 CITY: GREENBRAE STATE: CA ZIP: 94904 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Osmium Partners (Equation) LLC CENTRAL INDEX KEY: 0001846618 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40432 FILM NUMBER: 221502567 BUSINESS ADDRESS: STREET 1: 300 DRAKES LANDING ROAD, SUITE 172 CITY: GREENBRAE STATE: CA ZIP: 94904 BUSINESS PHONE: (415) 785-4044 MAIL ADDRESS: STREET 1: 300 DRAKES LANDING ROAD, SUITE 172 CITY: GREENBRAE STATE: CA ZIP: 94904 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: TUESDAY MORNING CORP/DE CENTRAL INDEX KEY: 0000878726 STANDARD INDUSTRIAL CLASSIFICATION: RETAIL-VARIETY STORES [5331] IRS NUMBER: 752398532 STATE OF INCORPORATION: DE FISCAL YEAR END: 0630 BUSINESS ADDRESS: STREET 1: 6250 LBJ FREEWAY CITY: DALLAS STATE: TX ZIP: 75240 BUSINESS PHONE: 972-387-3562 MAIL ADDRESS: STREET 1: 6250 LBJ FREEWAY CITY: DALLAS STATE: TX ZIP: 75240 4 1 form4.xml STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES X0306 4 2022-12-28 1 0000878726 TUESDAY MORNING CORP/DE TUEM 0001316729 Osmium Partners, LLC 300 DRAKES LANDING ROAD SUITE 172 GREENBRAE CA 94904 0 0 0 1 Former 10% Owner 0001192534 OSMIUM CAPITAL LP 300 DRAKES LANDING ROAD SUITE 172 GREENBRAE CA 94904 0 0 0 1 Former 10% Owner 0001451006 Osmium Capital II, LP 300 DRAKES LANDING ROAD SUITE 172 GREENBRAE CA 94904 0 0 0 1 Former 10% Owner 0001367480 OSMIUM SPARTAN L P 300 DRAKES LANDING ROAD SUITE 172 GREENBRAE CA 94904 0 0 0 1 Former 10% Owner 0001846620 Osmium Partners (Larkspur SPV), LP 300 DRAKES LANDING ROAD SUITE 172 GREENBRAE CA 94904 0 0 0 1 Former 10% Owner 0001386292 Lewis John Hartnett 300 DRAKES LANDING ROAD SUITE 172 GREENBRAE CA 94904 0 0 0 1 Former 10% Owner 0001846618 Osmium Partners (Equation) LLC 300 DRAKES LANDING ROAD SUITE 172 GREENBRAE CA 94904 0 0 0 1 Former 10% Owner Common Stock 2022-12-28 4 J 0 472110 0 D 199843 I By Osmium Partners (Larkspur SPV), LP Common Stock 2022-12-28 4 S 0 87269 0.6106 D 180134 I By Limited Partnerships Common Stock 2703 D Warrants 49.50 2022-12-28 4 J 0 234199 0 D 2021-02-09 2025-12-31 Common Stock 234199 99135 I By Osmium Partners (Larkspur SPV), LP On December 28, 2022, Tensile Capital Partners Master Fund LP ("Tensile") was removed as a partner of Osmium Partners (Larkspur SPV), LP ("Osmium Larkspur") and as a managing member of Osmium Partners (Equation) LLC, the general partner of Osmium Larkspur. Tensile received a distribution of 472,110 shares of common stock and 234,199 warrants to purchase common stock, as adjusted to give effect to the Issuer's 30:1 reverse stock split that occurred on November 29, 2022, of the Issuer held by Osmium Larkspur pro rata in accordance with its economic interests in Osmium Larkspur. By Osmium Capital, LP, Osmium Capital II, LP, Osmium Spartan, LP and Osmium Partners (Larkspur SPV), LP. These shares are held directly by John Lewis. Adjusted to reflect the Issuer's 30:1 reverse stock split that occurred on November 29, 2022. *All warrant and share amounts disclosed in this Form 4 reflect the Issuer's 30:1 reverse stock split that occurred on November 29, 2022. /s/ John H. Lewis, as Managing Member of Osmium Partners, LLC, for itself and as General Partner of Osmium Capital, LP, Osmium Capital II, LP and Osmium Spartan, LP and as Managing Member of the general partner of Osmium Partners (Larkspur SPV), LP 2022-12-30