Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AtlasClear Holdings, Inc.ATCH · Entity 7491 | Director | October 01, 2026 | October 03, 2026 |
| Roadzen Inc.RDZN · Entity 6661 | Director | February 02, 2026 | February 19, 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.
AtlasClear Holdings, Inc.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.20 · Expires 2033-10-01 | Direct | 626,881 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 626,881 · Balance 626,881 F1: The option vests in three equal annual installments beginning October 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in three equal annual installments beginning October 1, 2027.
Roadzen Inc.
Report date February 02, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 463,085 |
Reported balance
After 2026-02-02 transaction · row 1
1 source rowRow 1 · 2026-02-02 · Other · Acquired 463,085 · Balance 463,085 F1: Pro rata distribution from Magellan Global, of which the reporting person is a non-managing member. |
| Ordinary SharesSEC Table I · non-derivative | IndirectSee footnote | 892,857 |
Reported balance
Holding disclosure · report date 2026-02-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 892,857 F2: Marco Polo Securities, Inc. ("MP") is the record holder of these ordinary shares. Mr. Carlson is the chief executive officer of MP, a corporation incorporated in the State of New York with offices located at 1230 Avenue of the Americas, 16th Floor, New York, NY 10020, and as such may be deemed to have beneficial ownership of the ordinary shares held directly by MP. Mr. Carlson disclaims any beneficial ownership of the shares held by MP, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Pro rata distribution from Magellan Global, of which the reporting person is a non-managing member.
F2: Marco Polo Securities, Inc. ("MP") is the record holder of these ordinary shares. Mr. Carlson is the chief executive officer of MP, a corporation incorporated in the State of New York with offices located at 1230 Avenue of the Americas, 16th Floor, New York, NY 10020, and as such may be deemed to have beneficial ownership of the ordinary shares held directly by MP. Mr. Carlson disclaims any beneficial ownership of the shares held by MP, except to the extent of his pecuniary interest therein.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Quantum FinTech Acquisition Corp
Report date February 09, 2024 · Filed February 16, 2024
Section 16 reporting ended · disclosed 2024-02-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-02-09 transaction · row 1
1 source rowRow 1 · 2024-02-09 · Disposition to issuer · Disposed 40,833 · Balance 0 F1: Pursuant to the Business Combination Agreement, dated November 16, 2022, as amended, by and among (i) the Issuer, (ii) Calculator New Pubco, Inc., a Delaware corporation and a wholly-owned Subsidiary of Issuer ("New Pubco"), (iii) Calculator Merger Sub 1, Inc., a Delaware corporation and a wholly-owned Subsidiary of New Pubco ("Merger Sub 1"), (iv) Calculator Merger Sub 2, Inc., a Delaware corporation and a wholly-owned Subsidiary of New Pubco, (v) AtlasClear, Inc., a Wyoming corporation, (vi) Atlas FinTech Holdings Corp, a Delaware corporation and (vii) Robert McBey, on February 9, 2024, the Issuer merged with and into Merger Sub 1, with Issuer surviving as a wholly-owned subsidiary of New Pubco (the "Business Combination"). As a result of the Business Combination, each issued and outstanding share of common stock of the Issuer was exchanged for one share of common stock of New PubCo. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Business Combination Agreement, dated November 16, 2022, as amended, by and among (i) the Issuer, (ii) Calculator New Pubco, Inc., a Delaware corporation and a wholly-owned Subsidiary of Issuer ("New Pubco"), (iii) Calculator Merger Sub 1, Inc., a Delaware corporation and a wholly-owned Subsidiary of New Pubco ("Merger Sub 1"), (iv) Calculator Merger Sub 2, Inc., a Delaware corporation and a wholly-owned Subsidiary of New Pubco, (v) AtlasClear, Inc., a Wyoming corporation, (vi) Atlas FinTech Holdings Corp, a Delaware corporation and (vii) Robert McBey, on February 9, 2024, the Issuer merged with and into Merger Sub 1, with Issuer surviving as a wholly-owned subsidiary of New Pubco (the "Business Combination"). As a result of the Business Combination, each issued and outstanding share of common stock of the Issuer was exchanged for one share of common stock of New PubCo.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:34 UTC | AtlasClear Holdings, Inc. ATCH · Entity 7491 | GrantStock Option (right to buy) · Derivative | 626,881 | $0.00 Strike: $0.20 | $0.00 |
DisclosureSEC source: 0001493152-26-045543 · ownership.xml · derivative · entry 1 Carlson Steven J. · CIK 0001844069 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 626,881 Underlying: Common Stock · 626,881 shares Expires 2033-10-01 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning October 1, 2027. Read SEC document |
| September 25, 2026 Filed Sep 28, 2026 21:01 UTC Amendment | AtlasClear Holdings, Inc. ATCH · Entity 7491 | PurchaseCommon Stock | 5,000 | $0.19 | $960.00 |
DisclosureSEC source: 0001493152-26-044627 · ownership.xml · nonDerivative · entry 2 Carlson Steven J. · CIK 0001844069 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 F1 · kind: On September 28, 2026, the Reporting Person filed a Form 4 which inadvertently used Transaction Code "A" to report certain open market purchases of shares of Common Stock. As reported in this amendment, the correct Transaction Code is "P." Read SEC document |
| September 25, 2026 Filed Sep 28, 2026 13:25 UTC | AtlasClear Holdings, Inc. ATCH · Entity 7491 | GrantCommon Stock | 5,000 | $0.19 | $960.00 |
DisclosureSEC source: 0001493152-26-044469 · ownership.xml · nonDerivative · entry 2 Carlson Steven J. · CIK 0001844069 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Read SEC document |
| September 24, 2026 Filed Sep 28, 2026 21:01 UTC Amendment | AtlasClear Holdings, Inc. ATCH · Entity 7491 | PurchaseCommon Stock | 10,000 | $0.20 | $1,985.00 |
DisclosureSEC source: 0001493152-26-044627 · ownership.xml · nonDerivative · entry 1 Carlson Steven J. · CIK 0001844069 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 F1 · kind: On September 28, 2026, the Reporting Person filed a Form 4 which inadvertently used Transaction Code "A" to report certain open market purchases of shares of Common Stock. As reported in this amendment, the correct Transaction Code is "P." Read SEC document |
| September 24, 2026 Filed Sep 28, 2026 13:25 UTC | AtlasClear Holdings, Inc. ATCH · Entity 7491 | GrantCommon Stock | 10,000 | $0.20 | $1,985.00 |
DisclosureSEC source: 0001493152-26-044469 · ownership.xml · nonDerivative · entry 1 Carlson Steven J. · CIK 0001844069 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| July 14, 2026 Filed Jul 17, 2026 00:17 UTC | AtlasClear Holdings, Inc. ATCH · Entity 7491 | GrantStock Option (right to buy) · Derivative | 255,860 | $0.00 Strike: $0.18 | $0.00 |
DisclosureSEC source: 0001493152-26-033628 · ownership.xml · derivative · entry 1 Carlson Steven J. · CIK 0001844069 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,860 Underlying: Common Stock · 255,860 shares Expires 2031-06-30 Read SEC document |
| February 02, 2026 Filed Feb 19, 2026 21:05 UTC | Roadzen Inc. RDZN · Entity 6661 | OtherOrdinary Shares | 463,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-007467 · ownership.xml · nonDerivative · entry 1 Carlson Steven J. · CIK 0001844069 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 463,085 F1 · kind: Pro rata distribution from Magellan Global, of which the reporting person is a non-managing member. Read SEC document |
| September 15, 2025 Filed Jan 7, 2026 21:00 UTC | Roadzen Inc. RDZN · Entity 6661 | GrantStock Option (right to buy) · Derivative | 267,281 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001493152-26-000788 · ownership.xml · derivative · entry 1 Carlson Steven J. · CIK 0001844069 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267,281 Underlying: Ordinary Shares · 267,281 shares Expires 2032-09-15 Read SEC document |
| March 20, 2024 Filed Apr 16, 2024 21:25 UTC | AtlasClear Holdings, Inc. ATCH · Entity 7491 | OtherWarrants · Derivative | 52,928 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0001104659-24-047906 · tm2411883-16_4seq1.xml · derivative · entry 2 Carlson Steven J. · CIK 0001844069 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,928 Underlying: Common Stock · 52,928 shares Expires not disclosed F2 · kind: Represents warrants of the Issuer transferred from Quantum Ventures to the Reporting Person for no consideration. These warrants became exercisable upon consummation of the Business Combination and will expire five years after the Closing, as described in the Issuer's registration statement on Form S-4 (File No. 333-271665), as amended. F2 · price: Represents warrants of the Issuer transferred from Quantum Ventures to the Reporting Person for no consideration. These warrants became exercisable upon consummation of the Business Combination and will expire five years after the Closing, as described in the Issuer's registration statement on Form S-4 (File No. 333-271665), as amended. F2 · derivative.exercise_date: Represents warrants of the Issuer transferred from Quantum Ventures to the Reporting Person for no consideration. These warrants became exercisable upon consummation of the Business Combination and will expire five years after the Closing, as described in the Issuer's registration statement on Form S-4 (File No. 333-271665), as amended. F2 · derivative.expiration_date: Represents warrants of the Issuer transferred from Quantum Ventures to the Reporting Person for no consideration. These warrants became exercisable upon consummation of the Business Combination and will expire five years after the Closing, as described in the Issuer's registration statement on Form S-4 (File No. 333-271665), as amended. Read SEC document |
| February 09, 2024 Filed Feb 16, 2024 18:41 UTC | Quantum FinTech Acquisition Corp QFTA · Entity 94086 | Disposition to issuerCommon Stock | 40,833 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001474506-24-000040 · primary_doc.xml · nonDerivative · entry 1 Carlson Steven J. · CIK 0001844069 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Business Combination Agreement, dated November 16, 2022, as amended, by and among (i) the Issuer, (ii) Calculator New Pubco, Inc., a Delaware corporation and a wholly-owned Subsidiary of Issuer ("New Pubco"), (iii) Calculator Merger Sub 1, Inc., a Delaware corporation and a wholly-owned Subsidiary of New Pubco ("Merger Sub 1"), (iv) Calculator Merger Sub 2, Inc., a Delaware corporation and a wholly-owned Subsidiary of New Pubco, (v) AtlasClear, Inc., a Wyoming corporation, (vi) Atlas FinTech Holdings Corp, a Delaware corporation and (vii) Robert McBey, on February 9, 2024, the Issuer merged with and into Merger Sub 1, with Issuer surviving as a wholly-owned subsidiary of New Pubco (the "Business Combination"). As a result of the Business Combination, each issued and outstanding share of common stock of the Issuer was exchanged for one share of common stock of New PubCo. Read SEC document |
| February 09, 2024 Filed Apr 16, 2024 21:25 UTC | AtlasClear Holdings, Inc. ATCH · Entity 7491 | OtherCommon Stock | 87,380 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-047906 · tm2411883-16_4seq1.xml · nonDerivative · entry 1 Carlson Steven J. · CIK 0001844069 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,213 F1 · shares: On February 9, 2024, the Issuer (f/k/a Calculator New Pubco, Inc.) consummated its initial business combination (the "Business Combination") pursuant to the business combination agreement dated November 16, 2022 (as amended, the "Business Combination Agreement") among Quantum FinTech Acquisition Corporation ("Quantum"), AtlasClear, Inc., a Wyoming corporation, and the other parties thereto. Represents shares of the Issuer's common stock transferred by Quantum Ventures LLC ("Quantum Ventures"), to the Reporting Person for no consideration in connection with the closing of the Business Combination (the "Closing"). F1 · price: On February 9, 2024, the Issuer (f/k/a Calculator New Pubco, Inc.) consummated its initial business combination (the "Business Combination") pursuant to the business combination agreement dated November 16, 2022 (as amended, the "Business Combination Agreement") among Quantum FinTech Acquisition Corporation ("Quantum"), AtlasClear, Inc., a Wyoming corporation, and the other parties thereto. Represents shares of the Issuer's common stock transferred by Quantum Ventures LLC ("Quantum Ventures"), to the Reporting Person for no consideration in connection with the closing of the Business Combination (the "Closing"). 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.