Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Abpro Holdings, Inc.ACAB · Entity 8582 | Director | April 18, 2023 | April 19, 2023 |
| Atlantic Coastal Acquisition Corp.ACAH · Entity 109185 | Director | March 02, 2023 | March 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.
Abpro Holdings, Inc.
Report date April 18, 2023 · Filed April 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 50,000 |
Reported balance
After 2023-04-18 transaction · row 1
1 source rowRow 1 · 2023-04-18 · Exercise / conversion · Acquired 50,000 · Balance 50,000 F1: On April 18, 2023 the Reporting Person elected to exercise their right to convert 50,000 shares of Series B Common Stock into 50,000 shares of Series A Common Stock. |
| Series B Common Stock, par value $0.0001 per shareSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-04-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-04-18 · Exercise / conversion · Disposed 50,000 · Balance 0 F2: The Series B Common Stock are convertible into the Issuer's Series A Common Stock on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, as described under the heading "Description of Securities-Common Stock" in the Issuer's registration statement on Form S-1 (File No. 333-261459) and the Issuer's DEF 14A filed March 20th, 2023 and have no expiration date. F1: On April 18, 2023 the Reporting Person elected to exercise their right to convert 50,000 shares of Series B Common Stock into 50,000 shares of Series A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 18, 2023 the Reporting Person elected to exercise their right to convert 50,000 shares of Series B Common Stock into 50,000 shares of Series A Common Stock.
F2: The Series B Common Stock are convertible into the Issuer's Series A Common Stock on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, as described under the heading "Description of Securities-Common Stock" in the Issuer's registration statement on Form S-1 (File No. 333-261459) and the Issuer's DEF 14A filed March 20th, 2023 and have no expiration date.
Atlantic Coastal Acquisition Corp.
Report date March 02, 2023 · Filed March 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 50,000 |
Reported balance
After 2023-03-02 transaction · row 1
1 source rowRow 1 · 2023-03-02 · Exercise / conversion · Acquired 50,000 · Balance 50,000 F1: On March 2, 2023 the Reporting Person elected to exercise their right under Section 4.3(b)(i) of the Company's Second Amended Restated Certificate of Incorporation to convert 50,000 shares of Class B Common Stock into 50,000 shares of Class A Common Stock. |
| Class B Common Stock, par value $0.0001 per shareSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-02 · Exercise / conversion · Disposed 50,000 · Balance 0 F2: The Class B Common Stock are convertible into the Issuer's Class A Common Stock on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, as described under the heading "Description of Securities-Common Stock" in the Issuer's registration statement on Form S-1 (File No. 333-253003) and the Issuer's DEF 14A filed February 14th, 2023 and have no expiration date. F1: On March 2, 2023 the Reporting Person elected to exercise their right under Section 4.3(b)(i) of the Company's Second Amended Restated Certificate of Incorporation to convert 50,000 shares of Class B Common Stock into 50,000 shares of Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 2, 2023 the Reporting Person elected to exercise their right under Section 4.3(b)(i) of the Company's Second Amended Restated Certificate of Incorporation to convert 50,000 shares of Class B Common Stock into 50,000 shares of Class A Common Stock.
F2: The Class B Common Stock are convertible into the Issuer's Class A Common Stock on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, as described under the heading "Description of Securities-Common Stock" in the Issuer's registration statement on Form S-1 (File No. 333-253003) and the Issuer's DEF 14A filed February 14th, 2023 and have no expiration date.
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 |
|---|---|---|---|---|---|---|
| April 18, 2023 Filed Apr 19, 2023 16:05 UTC | Abpro Holdings, Inc. ACAB · Entity 8582 | Exercise / conversionSeries B Common Stock, par value $0.0001 per share · Derivative | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-011449 · doc4.xml · derivative · entry 2 Lord Joanna · CIK 0001848187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Series A Common Stock, par value $0.0001 per share · 50,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The Series B Common Stock are convertible into the Issuer's Series A Common Stock on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, as described under the heading "Description of Securities-Common Stock" in the Issuer's registration statement on Form S-1 (File No. 333-261459) and the Issuer's DEF 14A filed March 20th, 2023 and have no expiration date. F1 · kind: On April 18, 2023 the Reporting Person elected to exercise their right to convert 50,000 shares of Series B Common Stock into 50,000 shares of Series A Common Stock. F2 · price: The Series B Common Stock are convertible into the Issuer's Series A Common Stock on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, as described under the heading "Description of Securities-Common Stock" in the Issuer's registration statement on Form S-1 (File No. 333-261459) and the Issuer's DEF 14A filed March 20th, 2023 and have no expiration date. F2 · derivative.exercise_date: The Series B Common Stock are convertible into the Issuer's Series A Common Stock on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, as described under the heading "Description of Securities-Common Stock" in the Issuer's registration statement on Form S-1 (File No. 333-261459) and the Issuer's DEF 14A filed March 20th, 2023 and have no expiration date. F2 · derivative.expiration_date: The Series B Common Stock are convertible into the Issuer's Series A Common Stock on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, as described under the heading "Description of Securities-Common Stock" in the Issuer's registration statement on Form S-1 (File No. 333-261459) and the Issuer's DEF 14A filed March 20th, 2023 and have no expiration date. Read SEC document |
| April 18, 2023 Filed Apr 19, 2023 16:05 UTC | Abpro Holdings, Inc. ACAB · Entity 8582 | Exercise / conversionSeries A Common Stock, par value $0.0001 per share | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-011449 · doc4.xml · nonDerivative · entry 1 Lord Joanna · CIK 0001848187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On April 18, 2023 the Reporting Person elected to exercise their right to convert 50,000 shares of Series B Common Stock into 50,000 shares of Series A Common Stock. F1 · price: On April 18, 2023 the Reporting Person elected to exercise their right to convert 50,000 shares of Series B Common Stock into 50,000 shares of Series A Common Stock. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 16:09 UTC | Atlantic Coastal Acquisition Corp. ACAH · Entity 109185 | Exercise / conversionClass B Common Stock, par value $0.0001 per share · Derivative | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-029004 · tm238652-5_4seq1.xml · derivative · entry 2 Lord Joanna · CIK 0001848187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock, par value $0.0001 per share · 50,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The Class B Common Stock are convertible into the Issuer's Class A Common Stock on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, as described under the heading "Description of Securities-Common Stock" in the Issuer's registration statement on Form S-1 (File No. 333-253003) and the Issuer's DEF 14A filed February 14th, 2023 and have no expiration date. F1 · kind: On March 2, 2023 the Reporting Person elected to exercise their right under Section 4.3(b)(i) of the Company's Second Amended Restated Certificate of Incorporation to convert 50,000 shares of Class B Common Stock into 50,000 shares of Class A Common Stock. F2 · price: The Class B Common Stock are convertible into the Issuer's Class A Common Stock on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, as described under the heading "Description of Securities-Common Stock" in the Issuer's registration statement on Form S-1 (File No. 333-253003) and the Issuer's DEF 14A filed February 14th, 2023 and have no expiration date. F2 · derivative.exercise_date: The Class B Common Stock are convertible into the Issuer's Class A Common Stock on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, as described under the heading "Description of Securities-Common Stock" in the Issuer's registration statement on Form S-1 (File No. 333-253003) and the Issuer's DEF 14A filed February 14th, 2023 and have no expiration date. F2 · derivative.expiration_date: The Class B Common Stock are convertible into the Issuer's Class A Common Stock on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, as described under the heading "Description of Securities-Common Stock" in the Issuer's registration statement on Form S-1 (File No. 333-253003) and the Issuer's DEF 14A filed February 14th, 2023 and have no expiration date. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 16:09 UTC | Atlantic Coastal Acquisition Corp. ACAH · Entity 109185 | Exercise / conversionClass A Common Stock, par value $0.0001 per share | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-029004 · tm238652-5_4seq1.xml · nonDerivative · entry 1 Lord Joanna · CIK 0001848187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On March 2, 2023 the Reporting Person elected to exercise their right under Section 4.3(b)(i) of the Company's Second Amended Restated Certificate of Incorporation to convert 50,000 shares of Class B Common Stock into 50,000 shares of Class A Common Stock. F1 · price: On March 2, 2023 the Reporting Person elected to exercise their right under Section 4.3(b)(i) of the Company's Second Amended Restated Certificate of Incorporation to convert 50,000 shares of Class B Common Stock into 50,000 shares of Class A Common Stock. 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.