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.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
What is insider trading>>
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
SCHEDULE 13G
(Amendment No. __)*
Under the Securities Exchange Act of 1934
CONCIERGE TECHNOLOGIES, INC.
(Name of issuer)
Common Stock, $0.001 value per share
(Title of class of securities)
206065203
(CUSIP number)
December 9, 2016
(Date of Event Which Requires Filing of this
Statement)
Check the appropriate box to designate the rule pursuant to which
this Schedule is filed:
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☐
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Rule
13d-1(b)
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☒
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Rule
13d-1(c)
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☐
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Rule
13d-1(d)
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* 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 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).
____________________________________________________________________________________
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CUSIP
No
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206065203
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1.
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NAME OF
REPORTING PERSONS
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I.R.S.
IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
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Gerber
Family Irrevocable Trust
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2.
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CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE
INSTRUCTIONS)
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(a)
[_]
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(b)
[ ]
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3.
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SEC USE
ONLY
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4.
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CITIZENSHIP
OR PLACE OF ORGANIZATION
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Delaware
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NUMBER
OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON
WITH
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5.
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SOLE
VOTING POWER
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168,706,288
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6.
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SHARED
VOTING POWER
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0
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7.
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SOLE
DISPOSITIVE POWER
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168,706,288
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8.
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SHARED
DISPOSITIVE POWER
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0
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9.
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AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
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168,706,288
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10.
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CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAINSHARES (SEE
INSTRUCTIONS)
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[_]
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11.
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PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
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19.03%
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12.
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TYPE OF
REPORTING PERSON (SEE INSTRUCTIONS)
OO
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CUSIP
No
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206065203
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Item
1.
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(a).
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Name of
Issuer:
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Concierge
Technologies, Inc., a Nevada corporation
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(b).
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Address
of Issuer's Principal Executive Offices:
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29115
Valley Center Rd. K-206, Valley Center, CA 92082
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Item
2.
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(a).
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Name of
Person Filing:
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Gerber
Family Irrevocable Trust
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(b). | Address of Principal Business Office, or if None, Residence: |
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Gerber
Family Irrevocable Trust
c/o
Commonwealth Trust Company, Corporate Trustee
29
Bancroft Mills Rd.
Wilmington,
DE 19806
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(c).
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Citizenship: |
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Delaware
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(d).
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Title
of Class of Securities:
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Common
Stock, $0.001 par value per share
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(e).
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CUSIP
Number:
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206065203
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Item
3.
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If This
Statement is filed pursuant to ss.240.13d-1(b) or 240.13d-2(b), or
(c), check whether the person
filing
is a:
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(a)
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[_]
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Broker
or dealer registered under Section 15 of the Exchange Act (15
U.S.C. 78c).
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(b)
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[_]
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Bank as
defined in Section 3(a)(6) of the Exchange Act (15 U.S.C.
78c).
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(c)
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[_]
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Insurance
company as defined in Section 3(a)(19) of the Exchange Act (15
U.S.C. 78c).
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(d)
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[_]
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Investment
company registered under Section 8 of the Investment Company Act of
1940
(15
U.S.C. 80a-8).
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(e)
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[_]
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An
investment adviser in accordance
with § 240.13d-1(b)(1)(ii)(E);
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(f)
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[_]
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An
employee benefit plan or endowment fund in accordance
with § 240.13d-1(b)(1)(ii)(F);
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(g)
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[_]
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A
parent holding company or control person in accordance with Rule
13d-1(b)(1)(ii)(G);
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(h)
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[_]
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A
savings association as defined in Section 3(b) of the Federal
Deposit Insurance Act (12 U.S.C.1813);
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(i)
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[_]
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A
church plan that is excluded from the definition of an investment
company under Section 3(c)(14) of the Investment Company Act of
1940 (15 U.S.C. 80a-3);
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(j)
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[_]
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Group,
in accordance with s.240.13d-1(b)(1)(ii)(J).
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Item
4.
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Ownership.
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Provide
the following information regarding the aggregate number and
percentage of the class of securities of the issuer
identified in Item 1.
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(a)
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Amount
beneficially owned:
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168,706,288
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(b)
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Percent
of class:
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19.03%
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(c)
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Number
of shares as to which the trust has:
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(i)
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Sole
power to vote or to direct the vote
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168,706,288
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(ii)
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Shared
power to vote or to direct the vote
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0
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,
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(iii)
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Sole
power to dispose or to direct the disposition of
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168,706,288
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(iv)
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Shared
power to dispose or to direct the disposition of
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0
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Item
5.
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Ownership
of Five Percent or Less of a Class.
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If this
statement is being filed to report the fact that as of the date
hereof the reporting person has ceased
to
be the beneficial owner of more than five percent of the class of
securities, check the following [ ].
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N/A
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Item
6.
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Ownership
of More Than Five Percent on Behalf of Another Person.
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If any
other person is known to have the right to receive or the power to
direct the receipt of dividends from,
or the
proceeds from the sale of, such securities, a statement to that
effect should be included in response to
this
item and, if such interest relates to more than five percent of the
class, such person should be identified.
A
listing of the shareholders of an investment company registered
under the Investment Company Act of
1940 or
the beneficiaries of employee benefit plan, pension fund or
endowment fund is not required.
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The
Gerber Family Trust is managed by Jeremy Gerber, as investment
advisor, and Commonwealth Trust Company,
corporate
trustee (collectively, the “Trustees”), for the benefit
of minor children. The Trustees have the power to
direct
the
receipt of dividends from, or the proceeds from the sale of, such
securities. The Trustees disclaim beneficial
ownership
of the securities held by the Gerber Family Trust and have no
pecuniary interest therein.
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Item
7.
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Identification
and Classification of the Subsidiary Which Acquired the Security
Being Reported on by the
Parent
Holding Company.
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If a
parent holding company has filed this schedule, pursuant to Rule
13d-1(b)(1)(ii)(G), so indicate under
Item
3(g) and attach an exhibit stating the identity and the Item 3
classification of the relevant subsidiary.
If a
parent holding company has filed this schedule pursuant to Rule
13d-1(c) or Rule 13d-1(d), attach an
exhibit
stating the identification of the relevant subsidiary.
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N/A
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Item
8.
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Identification
and Classification of Members of the Group.
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If a
group has filed this schedule pursuant
to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j)
and attach
an
exhibit stating the identity and Item 3 classification of each
member of the group. If a group has filed this
schedule
pursuant to §240.13d-1(c) or §240.13d-1(d), attach an
exhibit stating the identity of each member
of the
group.
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N/A
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Item
9.
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Notice
of Dissolution of Group.
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Notice
of dissolution of a group may be furnished as an exhibit stating
the date of the dissolution and that all
further
filings with respect to transactions in the security reported on
will be filed, if required, by members
of the
group, in their individual capacity. See Item 5.
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N/A
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Item
10.
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Certification.
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(b)
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The
following certification shall be included if the statement is filed
pursuant to §240.13d-1(c):
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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.
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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.
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December
19, 2016
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/s/ Jeremy Gerber
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Name:
Jeremy Gerber
Title:
Trustee of the Gerber Family Irrevocable Trust
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