Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Blaize Holdings, Inc.BZAI · Entity 7049 | Director | July 07, 2026 | July 10, 2026 |
| VEEA INC.PLMI · Entity 8262 | Director | March 15, 2021 | March 16, 2021 |
| Zscaler, Inc.ZS · Entity 3153 | Director | March 20, 2018 | March 21, 2018 |
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.
Blaize Holdings, Inc.
Report date July 07, 2026 · Filed July 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Bess Ventures and Advisory, LLC | 14,446,783 |
Reported balance
After 2026-07-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-07 · Other · Acquired 2,000,000 · Balance 14,446,783 F1: These shares were issued to Bess Ventures and Advisory, LLC ("Bess Ventures") in settlement of a certain disagreement between the Issuer and Bess Ventures related to a letter agreement dated February 15, 2024, and matters arising thereunder. F2: The reporting person is the managing member and owner of Bess Ventures and therefore may be deemed to share beneficial ownership over such shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Destin Huang Irrevocable Trust | 389,968 |
Reported balance
Holding disclosure · report date 2026-07-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 389,968 F3: Represents securities held by the Coral Gables Trust Company, as Trustee of the Destin Huang Irrevocable Trust Dated October 19, 2021 (the "Trust"). The reporting person is the Investment Fiduciary of the Trust and therefore may be deemed to share beneficial ownership over such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued to Bess Ventures and Advisory, LLC ("Bess Ventures") in settlement of a certain disagreement between the Issuer and Bess Ventures related to a letter agreement dated February 15, 2024, and matters arising thereunder.
F2: The reporting person is the managing member and owner of Bess Ventures and therefore may be deemed to share beneficial ownership over such shares.
F3: Represents securities held by the Coral Gables Trust Company, as Trustee of the Destin Huang Irrevocable Trust Dated October 19, 2021 (the "Trust"). The reporting person is the Investment Fiduciary of the Trust and therefore may be deemed to share beneficial ownership over such shares.
VEEA INC.
Report date March 15, 2021 · Filed March 16, 2021
This filing explicitly reported no securities owned.
Zscaler, Inc.
Report date March 20, 2018 · Filed March 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote. | 2,191,792 |
Last balance in matching sequence
After 2018-03-20 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2018-03-20 · Conversion · Acquired 164,609 · Balance 2,082,417 F1: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F2: The shares are held of record by the Lane M. and Leticia L. Bess Family Trust UAD 8/16/2006 for which the reporting person serves as a trustee. Row 2 · 2018-03-20 · Purchase · Acquired 109,375 · Balance 2,191,792 F2: The shares are held of record by the Lane M. and Leticia L. Bess Family Trust UAD 8/16/2006 for which the reporting person serves as a trustee. |
| Series B Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote. | 0 |
Reported balance
After 2018-03-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-03-20 · Conversion · Disposed 164,609 · Balance 0 F1: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F2: The shares are held of record by the Lane M. and Leticia L. Bess Family Trust UAD 8/16/2006 for which the reporting person serves as a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date.
F2: The shares are held of record by the Lane M. and Leticia L. Bess Family Trust UAD 8/16/2006 for which the reporting person serves as a trustee.
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 07, 2026 Filed Jul 10, 2026 01:45 UTC | Blaize Holdings, Inc. BZAI · Entity 7049 | OtherCommon Stock | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001733859-26-000003 · wk-form4_1783647901.xml · nonDerivative · entry 1 Bess Lane · CIK 0001733859 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Bess Ventures and Advisory, LLC Disclosed balance after: 14,446,783 F1 · kind: These shares were issued to Bess Ventures and Advisory, LLC ("Bess Ventures") in settlement of a certain disagreement between the Issuer and Bess Ventures related to a letter agreement dated February 15, 2024, and matters arising thereunder. F1 · price: These shares were issued to Bess Ventures and Advisory, LLC ("Bess Ventures") in settlement of a certain disagreement between the Issuer and Bess Ventures related to a letter agreement dated February 15, 2024, and matters arising thereunder. F2 · ownership.nature: The reporting person is the managing member and owner of Bess Ventures and therefore may be deemed to share beneficial ownership over such shares. Read SEC document |
| May 08, 2026 Filed May 12, 2026 23:16 UTC | Blaize Holdings, Inc. BZAI · Entity 7049 | OtherCommon Stock | 2,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001733859-26-000001 · wk-form4_1778627791.xml · nonDerivative · entry 1 Bess Lane · CIK 0001733859 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Bess Ventures and Advisory, LLC Disclosed balance after: 12,446,783 F1 · kind: Represents shares of Issuer's common stock acquired by Bess Ventures and Advisory, LLC in good faith in connection with a debt previously contracted. Accordingly, such acquisition is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended. F1 · price: Represents shares of Issuer's common stock acquired by Bess Ventures and Advisory, LLC in good faith in connection with a debt previously contracted. Accordingly, such acquisition is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended. F2 · balance_after: In the reporting person's prior Form 4 filings, earnout shares and restricted stock units had been reported in Table I. These holdings have been moved to Table II, and there have been no transactions in such holdings since the reporting person's last Form 4 filing. F3 · ownership.nature: The reporting person is the managing member and owner of Bess Ventures and Advisory, LLC and therefore may be deemed to share beneficial ownership over such shares. Read SEC document |
| June 28, 2025 Filed Jul 2, 2025 23:13 UTC | Blaize Holdings, Inc. BZAI · Entity 7049 | GrantCommon Stock | 159,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-093390 · ownership.xml · nonDerivative · entry 1 Bess Lane · CIK 0001733859 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,591 F1 · kind: Represents an award of restricted stock units which vest in accordance with the applicable grant agreement. F2 · balance_after: Includes 47,341 Earn-Out Shares, each of which represents a contingent right to receive one share of Common Stock if the trading price of the Issuer's Common Stock exceeds certain thresholds. Read SEC document |
| January 13, 2025 Filed Jan 16, 2025 01:46 UTC | Blaize Holdings, Inc. BZAI · Entity 7049 | GrantStock Option · Derivative | 187,379 | Not disclosed Strike: $1.18 | Not disclosed |
DisclosureSEC source: 0000950170-25-005989 · ownership.xml · derivative · entry 5 Bess Lane · CIK 0001733859 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,379 Underlying: Common Stock · 187,379 shares Expires 2034-10-23 F6 · kind: Represents securities received as part of the Merger Agreement, pursuant to which securities of Legacy Blaize were automatically converted into the right to receive stock options of the Issuer as set forth in the Merger Agreement. F6 · price: Represents securities received as part of the Merger Agreement, pursuant to which securities of Legacy Blaize were automatically converted into the right to receive stock options of the Issuer as set forth in the Merger Agreement. F8 · derivative.exercise_date: The stock option vests as to one third of the underlying shares on December 1, 2025 and thereafter in 24 equal monthly installments. Read SEC document |
| January 13, 2025 Filed Jan 16, 2025 01:46 UTC | Blaize Holdings, Inc. BZAI · Entity 7049 | GrantStock Option · Derivative | 185,234 | Not disclosed Strike: $1.18 | Not disclosed |
DisclosureSEC source: 0000950170-25-005989 · ownership.xml · derivative · entry 4 Bess Lane · CIK 0001733859 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,234 Underlying: Common Stock · 185,234 shares Expires 2034-10-23 F6 · kind: Represents securities received as part of the Merger Agreement, pursuant to which securities of Legacy Blaize were automatically converted into the right to receive stock options of the Issuer as set forth in the Merger Agreement. F6 · price: Represents securities received as part of the Merger Agreement, pursuant to which securities of Legacy Blaize were automatically converted into the right to receive stock options of the Issuer as set forth in the Merger Agreement. F7 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| January 13, 2025 Filed Jan 16, 2025 01:46 UTC | Blaize Holdings, Inc. BZAI · Entity 7049 | GrantCommon Stock | 442,587 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-005989 · ownership.xml · nonDerivative · entry 3 Bess Lane · CIK 0001733859 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Destin Huang Irrevocable Trust Disclosed balance after: 442,587 F4 · kind: Represents securities received as part of the Merger Agreement. Includes 52,619 Earn-Out Shares. F4 · price: Represents securities received as part of the Merger Agreement. Includes 52,619 Earn-Out Shares. F5 · ownership.nature: Represents securities held by the Coral Gables Trust Company, as Trustee of the Destin Huang Irrevocable Trust Dated October 19, 2021 (the "Trust"). The reporting person is the Investment Fiduciary of the Trust and therefore may be deemed to share beneficial ownership over such shares. Read SEC document |
| January 13, 2025 Filed Jan 16, 2025 01:46 UTC | Blaize Holdings, Inc. BZAI · Entity 7049 | GrantCommon Stock | 11,653,976 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-005989 · ownership.xml · nonDerivative · entry 2 Bess Lane · CIK 0001733859 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Bess Ventures and Advisory, LLC Disclosed balance after: 11,653,976 F2 · kind: Represents securities received as part of the Issuer's business combination, in connection with that certain Agreement and Plan of Merger, dated as of December 22, 2023 and amended on April 22, 2024, October 24, 2024 and November 21, 2024 (the "Merger Agreement"), by and between the Issuer (formerly BurTech Acquisition Corp.), BurTech Merger Sub Inc., Blaize, Inc. ("Legacy Blaize") and for the limited purposes set forth therein, Burkhan Capital LLC. Includes 1,207,193 Earn-Out Shares. Also includes 1,500,000 shares of Common Stock that BurTech LP LLC is obligated to deliver to Bess Ventures and Advisory, LLC pursuant to two promissory notes. F2 · price: Represents securities received as part of the Issuer's business combination, in connection with that certain Agreement and Plan of Merger, dated as of December 22, 2023 and amended on April 22, 2024, October 24, 2024 and November 21, 2024 (the "Merger Agreement"), by and between the Issuer (formerly BurTech Acquisition Corp.), BurTech Merger Sub Inc., Blaize, Inc. ("Legacy Blaize") and for the limited purposes set forth therein, Burkhan Capital LLC. Includes 1,207,193 Earn-Out Shares. Also includes 1,500,000 shares of Common Stock that BurTech LP LLC is obligated to deliver to Bess Ventures and Advisory, LLC pursuant to two promissory notes. F3 · ownership.nature: The reporting person is the managing member and owner of Bess Ventures and Advisory, LLC and therefore may be deemed to share beneficial ownership over such shares. Read SEC document |
| January 13, 2025 Filed Jan 16, 2025 01:46 UTC | Blaize Holdings, Inc. BZAI · Entity 7049 | GrantCommon Stock | 47,341 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-005989 · ownership.xml · nonDerivative · entry 1 Bess Lane · CIK 0001733859 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,341 F1 · kind: Represents Earn-Out Shares, each of which represents a contingent right to receive one share of Common Stock if the trading price of the Issuer's Common Stock exceeds certain thresholds for 20 of 30 consecutive trading days post-closing of the Issuer's business combination. F1 · price: Represents Earn-Out Shares, each of which represents a contingent right to receive one share of Common Stock if the trading price of the Issuer's Common Stock exceeds certain thresholds for 20 of 30 consecutive trading days post-closing of the Issuer's business combination. Read SEC document |
| March 20, 2018 Filed Mar 21, 2018 01:02 UTC | Zscaler, Inc. ZS · Entity 3153 | ConversionSeries B Convertible Preferred Stock · Derivative | 164,609 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-008205 · doc4.xml · derivative · entry 3 Bess Lane · CIK 0001733859 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 0 Underlying: Common Stock · 164,609 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. F1 · derivative.exercise_price: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.exercise_date: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.expiration_date: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: The shares are held of record by the Lane M. and Leticia L. Bess Family Trust UAD 8/16/2006 for which the reporting person serves as a trustee. Read SEC document |
| March 20, 2018 Filed Mar 21, 2018 01:02 UTC | Zscaler, Inc. ZS · Entity 3153 | PurchaseCommon Stock | 109,375 | $16.00 | $1,750,000.00 |
DisclosureSEC source: 0000899243-18-008205 · doc4.xml · nonDerivative · entry 2 Bess Lane · CIK 0001733859 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 2,191,792 F2 · ownership.nature: The shares are held of record by the Lane M. and Leticia L. Bess Family Trust UAD 8/16/2006 for which the reporting person serves as a trustee. Read SEC document |
| March 20, 2018 Filed Mar 21, 2018 01:02 UTC | Zscaler, Inc. ZS · Entity 3153 | ConversionCommon Stock | 164,609 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-008205 · doc4.xml · nonDerivative · entry 1 Bess Lane · CIK 0001733859 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 2,082,417 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 · price: The Series B Convertible Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: The shares are held of record by the Lane M. and Leticia L. Bess Family Trust UAD 8/16/2006 for which the reporting person serves as a trustee. 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.