Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ispire Technology Inc.ISPR · Entity 6892 | Chief Financial Officer | September 04, 2023 | September 06, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Ispire Technology Inc.
Report date September 04, 2023 · Filed September 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 40,000 |
Reported balance
After 2023-09-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-09-04 · Grant · Acquired 40,000 · Balance 40,000 F1: RSUs vest over three years as follows: 1/3 on the first anniversary of the date of grant, 1/3 on the second anniversary of the date of grant, and 1/3 on the third anniversary of the date of grant. F2: Each restricted stock unit ("RSU") represents the right to receive one share of Common Stock upon vesting. |
| Common Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.76 · Expires 2033-09-04 | Direct | 200,000 |
Reported balance
After 2023-09-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-04 · Grant · Acquired 200,000 · Balance 200,000 F3: Each option represents the right to purchase one share of Common Stock at the exercise price. F4: Common Stock Options vest over four years as follows: 1/4 on the first anniversary of the date of grant with the remaining 3/4 vesting in equal installment of 2.083% each month thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: RSUs vest over three years as follows: 1/3 on the first anniversary of the date of grant, 1/3 on the second anniversary of the date of grant, and 1/3 on the third anniversary of the date of grant.
F2: Each restricted stock unit ("RSU") represents the right to receive one share of Common Stock upon vesting.
F3: Each option represents the right to purchase one share of Common Stock at the exercise price.
F4: Common Stock Options vest over four years as follows: 1/4 on the first anniversary of the date of grant with the remaining 3/4 vesting in equal installment of 2.083% each month thereafter.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 04, 2023 Filed Sep 6, 2023 20:21 UTC | Ispire Technology Inc. ISPR · Entity 6892 | GrantCommon Stock Options (Right to buy) · Derivative | 200,000 | $0.00 Strike: $9.76 | $0.00 |
DisclosureSEC source: 0001213900-23-074515 · ownership.xml · derivative · entry 2 Machock Daniel J. · CIK 0001989398 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2033-09-04 F3 · derivative.exercise_price: Each option represents the right to purchase one share of Common Stock at the exercise price. F4 · derivative.exercise_date: Common Stock Options vest over four years as follows: 1/4 on the first anniversary of the date of grant with the remaining 3/4 vesting in equal installment of 2.083% each month thereafter. Read SEC document |
| September 04, 2023 Filed Sep 6, 2023 20:21 UTC | Ispire Technology Inc. ISPR · Entity 6892 | GrantRestricted Stock Units | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-23-074515 · ownership.xml · nonDerivative · entry 1 Machock Daniel J. · CIK 0001989398 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 F1 · shares: RSUs vest over three years as follows: 1/3 on the first anniversary of the date of grant, 1/3 on the second anniversary of the date of grant, and 1/3 on the third anniversary of the date of grant. F2 · price: Each restricted stock unit ("RSU") represents the right to receive one share of Common Stock upon vesting. F1 · balance_after: RSUs vest over three years as follows: 1/3 on the first anniversary of the date of grant, 1/3 on the second anniversary of the date of grant, and 1/3 on the third anniversary of the date of grant. F2 · balance_after: Each restricted stock unit ("RSU") represents the right to receive one share of Common Stock upon vesting. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.