Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Allegro Merger Corp.ALGR · Entity 150758 | Chief Financial Officer | July 02, 2018 | July 02, 2018 |
| Legato Merger Corp.LEGO · Entity 136256 | Chief Financial Officer | July 06, 2021 | July 08, 2021 |
| Legato Merger Corp. IIILEGT · Entity 91494 | Director · CFO & Corporate Secretary | February 05, 2024 | February 05, 2024 |
| Legato Merger Corp. IVLEGO · Entity 5911 | Director · CFO | August 03, 2026 | August 04, 2026 |
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.
Allegro Merger Corp.
Report date July 02, 2018 · Filed July 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,045 |
Reported balance
Holding disclosure · report date 2018-07-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,045 F1: Includes securities underlying 45 units of the Issuer, which units, prior to the effective date of the registration statement relating to the Issuer's initial public offering, the reporting person irrevocably committed to purchase. Each unit ("Unit") consists of one share of common stock, one right exchangable for one-tenth (1/10) of one share of common stock, and one redeemable warrant entitling the holder to purchase one share of common stock. The purchase of these Units is being made on a private placement basis and will be consummated simultaneously with the consummation of the Issuer's initial public offering. |
| Redeemable WarrantSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-07-02 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F4: Each Warrant entitles the holder to purchase one share of common stock at a price of $11.50 per share. F2: Each Warrant will become exercisable on the later of the 30 days after the completion of an initial business combination and July 6, 2019. F3: Each Warrant will expire five years after the completion of an initial business combination, or earlier upon redemption. |
| RightSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-07-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F5: Each Right is exchangable for one tenth (1/10) of one share of common stock upon the completion of an initial business combination. F6: If the Issuer is unable to complete an initial business combination within the required time period, the Rights will expire worthless. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes securities underlying 45 units of the Issuer, which units, prior to the effective date of the registration statement relating to the Issuer's initial public offering, the reporting person irrevocably committed to purchase. Each unit ("Unit") consists of one share of common stock, one right exchangable for one-tenth (1/10) of one share of common stock, and one redeemable warrant entitling the holder to purchase one share of common stock. The purchase of these Units is being made on a private placement basis and will be consummated simultaneously with the consummation of the Issuer's initial public offering.
F2: Each Warrant will become exercisable on the later of the 30 days after the completion of an initial business combination and July 6, 2019.
F3: Each Warrant will expire five years after the completion of an initial business combination, or earlier upon redemption.
F4: Each Warrant entitles the holder to purchase one share of common stock at a price of $11.50 per share.
F5: Each Right is exchangable for one tenth (1/10) of one share of common stock upon the completion of an initial business combination.
F6: If the Issuer is unable to complete an initial business combination within the required time period, the Rights will expire worthless.
Legato Merger Corp.
Report date July 06, 2021 · Filed July 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,297 |
Reported balance
After 2021-07-06 transaction · row 1
1 source rowRow 1 · 2021-07-06 · Sale · Disposed 150 · Balance 29,297 F1: The sale price of such shares is the same as the purchase price initially paid by the reporting person for the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale price of such shares is the same as the purchase price initially paid by the reporting person for the shares.
Legato Merger Corp. III
Report date February 05, 2024 · Filed February 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary sharesSEC Table I · non-derivative | Direct | 57,156 |
Reported balance
Holding disclosure · report date 2024-02-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 57,156 F1: Includes securities within 1,875 Units the Reporting Person has irrevocably committed to purchase upon consummation of the Issuer's initial public offering. Each Unit consists of one ordinary share and one half of one warrant. F2: Includes up to 46,173 shares that may be forfeited to the extent that the underwriters in the Issuer's initial public offering does not fully exercise its overallotment option. |
| Ordinary sharesSEC Table I · non-derivative | Indirectby the Reporting Person's Roth IRA | 200,000 |
Reported balance
Holding disclosure · report date 2024-02-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 200,000 |
| WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $11.50 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-02-05 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F1: Includes securities within 1,875 Units the Reporting Person has irrevocably committed to purchase upon consummation of the Issuer's initial public offering. Each Unit consists of one ordinary share and one half of one warrant. F3: Each warrant will become exercisable 30 days after the completion by the Issuer of an initial business combination. F4: Each warrant will expire five years after the completion by the Issuer of an initial business combination, or earlier upon redemption; provided that the warrants will expire earlier if the Issuer has not completed an initial business combination within the required time period and liquidates the trust account in connection therewith. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes securities within 1,875 Units the Reporting Person has irrevocably committed to purchase upon consummation of the Issuer's initial public offering. Each Unit consists of one ordinary share and one half of one warrant.
F2: Includes up to 46,173 shares that may be forfeited to the extent that the underwriters in the Issuer's initial public offering does not fully exercise its overallotment option.
F3: Each warrant will become exercisable 30 days after the completion by the Issuer of an initial business combination.
F4: Each warrant will expire five years after the completion by the Issuer of an initial business combination, or earlier upon redemption; provided that the warrants will expire earlier if the Issuer has not completed an initial business combination within the required time period and liquidates the trust account in connection therewith.
Legato Merger Corp. IV
Report date August 03, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 513,609 |
Reported balance
After 2026-08-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-03 · Purchase · Acquired 12,409 · Balance 513,609 F1: Includes 1,200 ordinary shares included within units. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Eric Rosenfeld 2017 Trust No. 1 | 615,257 |
Reported balance
After 2026-08-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-03 · Purchase · Acquired 10,340 · Balance 615,257 F2: Represents shares held by the Eric S Rosenfeld 2017 Trust No. 1. Mr. Jaffe is the trustee of this trust and has sole voting and dispositive power over the shares held by such trust. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Roth IRA | 225,900 |
Reported balance
Holding disclosure · report date 2026-08-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 225,900 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1,200 ordinary shares included within units.
F2: Represents shares held by the Eric S Rosenfeld 2017 Trust No. 1. Mr. Jaffe is the trustee of this trust and has sole voting and dispositive power over the shares held by such trust.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Southland Holdings, Inc.
Report date February 14, 2023 · Filed February 16, 2023
Section 16 reporting ended · disclosed 2023-02-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 61,467 |
Reported balance
After 2023-02-14 transaction · row 1
1 source rowRow 1 · 2023-02-14 · Other · Disposed 16,713 · Balance 61,467 F1: The reporting person transferred an aggregate of 16,713 shares of the Issuer's common stock to certain third parties in connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of May 25, 2022 (the "Merger Agreement"), by and among the Issuer, Southland Holdings LLC, a Texas limited liability company, and Legato Merger Sub, Inc., a Delaware corporation and a direct, wholly-owned subsidiary of the Issuer. The transfers were made to induce certain holders not to seek redemption of their shares in connection with the transactions contemplated by the Merger Agreement and to induce the members of Southland to consummate the transactions contemplated by the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person transferred an aggregate of 16,713 shares of the Issuer's common stock to certain third parties in connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of May 25, 2022 (the "Merger Agreement"), by and among the Issuer, Southland Holdings LLC, a Texas limited liability company, and Legato Merger Sub, Inc., a Delaware corporation and a direct, wholly-owned subsidiary of the Issuer. The transfers were made to induce certain holders not to seek redemption of their shares in connection with the transactions contemplated by the Merger Agreement and to induce the members of Southland to consummate the transactions contemplated by the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| August 03, 2026 Filed Aug 4, 2026 20:12 UTC | Legato Merger Corp. IV LEGO · Entity 5911 | PurchaseOrdinary Shares | 10,340 | $0.00 | $31.02 |
DisclosureSEC source: 0001094891-26-000269 · form4.xml · nonDerivative · entry 2 Jaffe Adam H · CIK 0001745026 · Director · CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By Eric Rosenfeld 2017 Trust No. 1 Disclosed balance after: 615,257 F2 · ownership.nature: Represents shares held by the Eric S Rosenfeld 2017 Trust No. 1. Mr. Jaffe is the trustee of this trust and has sole voting and dispositive power over the shares held by such trust. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 20:12 UTC | Legato Merger Corp. IV LEGO · Entity 5911 | PurchaseOrdinary Shares | 12,409 | $0.00 | $37.23 |
DisclosureSEC source: 0001094891-26-000269 · form4.xml · nonDerivative · entry 1 Jaffe Adam H · CIK 0001745026 · Director · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 513,609 F1 · balance_after: Includes 1,200 ordinary shares included within units. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 21:04 UTC | Southland Holdings, Inc. LGTO · Entity 7398 | OtherCommon stock | 16,713 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-003797 · form4.xml · nonDerivative · entry 1 Jaffe Adam H · CIK 0001745026 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,467 F1 · kind: The reporting person transferred an aggregate of 16,713 shares of the Issuer's common stock to certain third parties in connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of May 25, 2022 (the "Merger Agreement"), by and among the Issuer, Southland Holdings LLC, a Texas limited liability company, and Legato Merger Sub, Inc., a Delaware corporation and a direct, wholly-owned subsidiary of the Issuer. The transfers were made to induce certain holders not to seek redemption of their shares in connection with the transactions contemplated by the Merger Agreement and to induce the members of Southland to consummate the transactions contemplated by the Merger Agreement. F1 · price: The reporting person transferred an aggregate of 16,713 shares of the Issuer's common stock to certain third parties in connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of May 25, 2022 (the "Merger Agreement"), by and among the Issuer, Southland Holdings LLC, a Texas limited liability company, and Legato Merger Sub, Inc., a Delaware corporation and a direct, wholly-owned subsidiary of the Issuer. The transfers were made to induce certain holders not to seek redemption of their shares in connection with the transactions contemplated by the Merger Agreement and to induce the members of Southland to consummate the transactions contemplated by the Merger Agreement. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 20:19 UTC | Legato Merger Corp. LEGO · Entity 136256 | SaleCommon Stock | 150 | $0.01 | $0.75 |
DisclosureSEC source: 0001094891-21-000262 · edgar.xml · nonDerivative · entry 1 Jaffe Adam H · CIK 0001745026 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,297 F1 · price: The sale price of such shares is the same as the purchase price initially paid by the reporting person for the shares. 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.