Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cayson Acquisition CorpCAPN · Entity 7117 | Director | September 19, 2024 | September 19, 2024 |
| New Oriental Education & Technology Group Inc.EDU · Entity 8942 | Director | July 31, 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.
Cayson Acquisition Corp
Report date September 19, 2024 · Filed September 19, 2024
This filing explicitly reported no securities owned.
New Oriental Education & Technology Group Inc.
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| ADSSEC Table I · non-derivative | Direct | 0 |
Last balance in matching sequence
After 2026-08-03 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2026-07-31 · Sale · Disposed 170 · Balance 2,000 F1: Each ADS representing ten underlying common shares of the Issuer. Row 2 · 2026-07-31 · Sale · Disposed 400 · Balance 1,600 F1: Each ADS representing ten underlying common shares of the Issuer. Row 3 · 2026-08-03 · Sale · Disposed 400 · Balance 1,200 F1: Each ADS representing ten underlying common shares of the Issuer. Row 4 · 2026-08-03 · Sale · Disposed 1,200 · Balance 0 F1: Each ADS representing ten underlying common shares of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each ADS representing ten underlying common shares of the Issuer.
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 01:15 UTC | New Oriental Education & Technology Group Inc. EDU · Entity 8942 | SaleADS | 1,200 | $59.41 | $71,286.00 |
DisclosureSEC source: 0002038003-26-000006 · primary_doc.xml · nonDerivative · entry 4 Zhuge Yue · CIK 0002038003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · security: Each ADS representing ten underlying common shares of the Issuer. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 01:15 UTC | New Oriental Education & Technology Group Inc. EDU · Entity 8942 | SaleADS | 400 | $60.00 | $24,000.00 |
DisclosureSEC source: 0002038003-26-000006 · primary_doc.xml · nonDerivative · entry 3 Zhuge Yue · CIK 0002038003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,200 F1 · security: Each ADS representing ten underlying common shares of the Issuer. Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 01:15 UTC | New Oriental Education & Technology Group Inc. EDU · Entity 8942 | SaleADS | 400 | $59.00 | $23,600.00 |
DisclosureSEC source: 0002038003-26-000006 · primary_doc.xml · nonDerivative · entry 2 Zhuge Yue · CIK 0002038003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,600 F1 · security: Each ADS representing ten underlying common shares of the Issuer. Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 01:15 UTC | New Oriental Education & Technology Group Inc. EDU · Entity 8942 | SaleADS | 170 | $58.96 | $10,023.20 |
DisclosureSEC source: 0002038003-26-000006 · primary_doc.xml · nonDerivative · entry 1 Zhuge Yue · CIK 0002038003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 F1 · security: Each ADS representing ten underlying common shares of the Issuer. Read SEC document |
| July 16, 2026 Filed Jul 16, 2026 10:11 UTC | New Oriental Education & Technology Group Inc. EDU · Entity 8942 | Tax withholdingADS | 830 | $49.91 | $41,425.30 |
DisclosureSEC source: 0002038003-26-000003 · primary_doc.xml · nonDerivative · entry 2 Zhuge Yue · CIK 0002038003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,170 F2 · security: Represents ADSs sold pursuant to a sell-to-cover arrangement for the purpose of satisfying income tax liabilities incurred upon vesting of restricted share units. Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 10:11 UTC | New Oriental Education & Technology Group Inc. EDU · Entity 8942 | Exercise / conversionRestricted Share Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002038003-26-000003 · primary_doc.xml · derivative · entry 3 Zhuge Yue · CIK 0002038003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: ADS · 3,000 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. F3 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive 1/10 ADS of the Issuer. F4 · derivative.exercise_date: These restricted shares units were vested on July 15, 2026 and do not have an expiration date. F4 · derivative.expiration_date: These restricted shares units were vested on July 15, 2026 and do not have an expiration date. Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 10:11 UTC | New Oriental Education & Technology Group Inc. EDU · Entity 8942 | Exercise / conversionADS | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002038003-26-000003 · primary_doc.xml · nonDerivative · entry 1 Zhuge Yue · CIK 0002038003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 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 · security: These ADSs, each representing ten underlying common shares, were acquired upon vesting and settlement of restricted share units. 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.