Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AvePoint, Inc.AVPT · Entity 746 | Director | June 01, 2026 | June 03, 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.
AvePoint, Inc.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 335,798 |
Reported balance
After 2026-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 16,493 · Balance 335,798 F1: This security represents the Issuer's common stock as well as restricted stock units (each, an "RSU") granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. F2: 100% of the RSUs will vest on June 1, 2027, following the Reporting Person's continued service with the Issuer as of that vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: This security represents the Issuer's common stock as well as restricted stock units (each, an "RSU") granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock.
F2: 100% of the RSUs will vest on June 1, 2027, following the Reporting Person's continued service with the Issuer as of that vesting date.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 3, 2026 21:46 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantCommon Stock | 16,493 | $11.52 | $189,999.36 |
DisclosureSEC source: 0001437749-26-019453 · rdgdoc.xml · nonDerivative · entry 1 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 335,798 F1 · security: This security represents the Issuer's common stock as well as restricted stock units (each, an "RSU") granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. F2 · shares: 100% of the RSUs will vest on June 1, 2027, following the Reporting Person's continued service with the Issuer as of that vesting date. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 10:07 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantCommon Stock | 9,744 | $17.96 | $175,002.24 |
DisclosureSEC source: 0001437749-25-021077 · rdgdoc.xml · nonDerivative · entry 1 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319,305 F1 · security: This security represents the Issuer's common stock as well as restricted stock units (each, an "RSU") granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. F2 · shares: 100% of the RSUs will vest on June 1, 2026, following the Reporting Person's continued service with the Issuer as of that vesting date. Read SEC document |
| December 20, 2024 Filed Dec 26, 2024 21:06 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantCommon Stock | 3,001 | $17.76 | $53,297.76 |
DisclosureSEC source: 0001437749-24-038379 · rdgdoc.xml · nonDerivative · entry 1 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 309,561 F1 · shares: Under the business combination agreement and plan of reorganization with Apex Technology Acquisition Corporation, Inc. and the other parties thereto, as amended, if at any time from July 1, 2021 through July 1, 2028, AvePoint's closing stock price is greater than or equal to $17.50 over any 20 trading days within any 30 day trading day period ("Third Milestone"), certain holders of AvePoint common stock and certain holders of AvePoint options, including the Reporting Person, shall be issued up to 1,000,000 shares of AvePoint common stock in the aggregate. The price was determined to be the closing price on December 18, 2024, the date the Third Milestone was achieved. F2 · balance_after: Includes non-RSU common stock as well as unvested RSUs held by the Reporting Person subject to the vesting schedule previously reported on Table I of Form 4 filed with the Securities and Exchange Commission on June 4, 2024. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 21:27 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantCommon Stock | 3,000 | $18.53 | $55,590.00 |
DisclosureSEC source: 0001437749-24-037362 · rdgdoc.xml · nonDerivative · entry 2 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 314,007 F2 · shares: Under the business combination agreement and plan of reorganization with Apex Technology Acquisition Corporation, Inc. and the other parties thereto, as amended, if at any time from July 1, 2021 through July 1, 2028, AvePoint's closing stock price is greater than or equal to $15.00 over any 20 trading days within any 30 day trading day period ("Second Milestone"), certain holders of AvePoint common stock and certain holders of AvePoint options, including the Reporting Person, shall be issued up to 1,000,000 shares of AvePoint common stock in the aggregate. The price was determined to be the closing price on December 9, 2024, the date the Second Milestone was achieved. F3 · balance_after: Includes non-RSU common stock as well as unvested RSUs held by the Reporting Person subject to the vesting schedule previously reported on Table I of Form 4 filed with the Securities and Exchange Commission on June 4, 2024. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 21:27 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantCommon Stock | 3,000 | $18.22 | $54,660.00 |
DisclosureSEC source: 0001437749-24-037362 · rdgdoc.xml · nonDerivative · entry 1 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 311,007 F1 · shares: Under the business combination agreement and plan of reorganization with Apex Technology Acquisition Corporation, Inc. and the other parties thereto, as amended, if at any time from July 1, 2021 through July 1, 2028, AvePoint's closing stock price is greater than or equal to $12.50 over any 20 trading days within any 30 day trading day period ("First Milestone"), certain holders of AvePoint common stock and certain holders of AvePoint options, including the Reporting Person, shall be issued up to 1,000,000 shares of AvePoint common stock in the aggregate. The price was determined to be the closing price on December 3, 2024, the date the First Milestone was achieved. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 23:07 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantCommon Stock | 19,189 | $9.12 | $175,003.68 |
DisclosureSEC source: 0001437749-24-019240 · rdgdoc.xml · nonDerivative · entry 1 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,560 F1 · security: This security represents the Issuer's common stock as well as restricted stock units (each, an "RSU") granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. F2 · shares: 100% of the RSUs will vest on June 3, 2025, subject to the Reporting Person's continued service with the Issuer as of that vesting date. Read SEC document |
| May 17, 2024 Filed May 21, 2024 22:19 UTC | AvePoint, Inc. AVPT · Entity 746 | Exercise / conversionStock Option (Right to Buy) · Derivative | 264,333 | $0.00 Strike: $1.89 | $0.00 |
DisclosureSEC source: 0001437749-24-017889 · rdgdoc.xml · derivative · entry 3 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 264,260 Underlying: Common Stock · 264,333 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. F5 · derivative.exercise_date: 25% of the shares underlying this option vested on August 12, 2021; the remaining options vest and become exercisable in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service with the Issuer on each such date. F5 · derivative.expiration_date: 25% of the shares underlying this option vested on August 12, 2021; the remaining options vest and become exercisable in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service with the Issuer on each such date. Read SEC document |
| May 17, 2024 Filed May 21, 2024 22:19 UTC | AvePoint, Inc. AVPT · Entity 746 | Tax withholdingCommon Stock | 60,428 | $8.78 | $530,557.84 |
DisclosureSEC source: 0001437749-24-017889 · rdgdoc.xml · nonDerivative · entry 2 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 281,371 F1 · security: This security represents the Issuer's common stock as well as restricted stock units (each, an "RSU") granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. F4 · shares: Exempt transaction consisting of the payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. The shares reported as disposed of in this Form 4 represent the number of shares of the Issuer's common stock that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the securities and does not represent a discretionary transaction by the Reporting Person. F3 · balance_after: Includes non-RSU common stock as well as aggregate vested and unvested RSUs held by the Reporting Person subject to the vesting schedule previously reported on Table I of Form 4 filed with the Securities and Exchange Commission on July 17, 2023. Read SEC document |
| May 17, 2024 Filed May 21, 2024 22:19 UTC | AvePoint, Inc. AVPT · Entity 746 | Exercise / conversionCommon Stock | 264,333 | $8.78 | $2,320,843.74 |
DisclosureSEC source: 0001437749-24-017889 · rdgdoc.xml · nonDerivative · entry 1 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 341,799 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: This security represents the Issuer's common stock as well as restricted stock units (each, an "RSU") granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. F2 · shares: This security represents options to purchase the Issuer's common stock granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan that have been exercised. F3 · balance_after: Includes non-RSU common stock as well as aggregate vested and unvested RSUs held by the Reporting Person subject to the vesting schedule previously reported on Table I of Form 4 filed with the Securities and Exchange Commission on July 17, 2023. Read SEC document |
| June 01, 2023 Filed Jul 17, 2023 16:01 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantCommon Stock | 26,636 | $6.57 | $174,998.52 |
DisclosureSEC source: 0001437749-23-020033 · rdgdoc.xml · nonDerivative · entry 1 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,466 F1 · security: This security represents Issuer's restricted stock units (each, an "RSU") granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. F2 · shares: 100% of the RSUs will vest on June 1, 2024. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:16 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantCommon Stock | 16,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-021500 · rdgdoc.xml · nonDerivative · entry 1 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,598 F1 · security: This security represents restricted stock units (each, an "RSU") granted to the reporting person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. F2 · shares: 100% of the RSUs will vest on September 1, 2022, subject to the Reporting Person's continued service with the Issuer as of that vesting date. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:58 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantStock Option (Right to Buy) · Derivative | 66,055 | $0.00 Strike: $3.91 | $0.00 |
DisclosureSEC source: 0001209191-21-045543 · doc4.xml · derivative · entry 3 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,055 Underlying: Common Stock · 66,055 shares Expires 2030-08-12 F1 · derivative.exercise_date: This option is fully vested and immediately exercisable. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:58 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantStock Option (Right to Buy) · Derivative | 198,208 | $0.00 Strike: $3.91 | $0.00 |
DisclosureSEC source: 0001209191-21-045543 · doc4.xml · derivative · entry 2 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,208 Underlying: Common Stock · 198,208 shares Expires 2030-08-12 F2 · derivative.exercise_date: 25% of the shares underlying this option will vest on August 12, 2021; the remaining options vest and become exercisable in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service with the Issuer on each such date. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:58 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantStock Option (Right to Buy) · Derivative | 264,333 | $0.00 Strike: $1.89 | $0.00 |
DisclosureSEC source: 0001209191-21-045543 · doc4.xml · derivative · entry 1 Teper Jeff · CIK 0001865698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,333 Underlying: Common Stock · 264,333 shares Expires 2024-12-31 F1 · derivative.exercise_date: This option is fully vested and immediately exercisable. 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.