Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AvePoint, Inc.APXTU · Entity 746 | Director | September 16, 2019 | September 17, 2019 |
| Climb Global Solutions, Inc.CLMB · Entity 5428 | Director | July 28, 2026 | July 30, 2026 |
| Epiphany Technology Acquisition Corp.EPHY · Entity 123266 | Director · CEO and CFO | January 07, 2021 | January 07, 2021 |
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.
AvePoint, Inc.
Report date September 16, 2019 · Filed September 17, 2019
This filing explicitly reported no securities owned.
Climb Global Solutions, Inc.
Report date July 28, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,855 |
Reported balance
After 2026-07-28 transaction · row 1
1 source rowRow 1 · 2026-07-28 · Grant · Acquired 5,855 · Balance 5,855 |
Epiphany Technology Acquisition Corp.
Report date January 07, 2021 · Filed January 07, 2021
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| July 28, 2026 Filed Jul 30, 2026 20:30 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | GrantCommon Stock | 5,855 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-025073 · rdgdoc.xml · nonDerivative · entry 1 BELL PETER W · CIK 0001133767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,855 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.