Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apogee Acquisition CorpAACPU · Entity 5967 | Director · Chief Executive Officer · 10% owner | April 08, 2026 | April 10, 2026 |
| Globa Terra Acquisition CorpGTER · Entity 5931 | Director | July 07, 2025 | July 07, 2025 |
| Renatus Tactical Acquisition Corp IRTAC · Entity 5646 | Director | May 14, 2025 | May 15, 2025 |
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.
Apogee Acquisition Corp
Report date April 08, 2026 · Filed April 10, 2026
Jointly reported with APOGEE ACQUISITION SPONSOR LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary SharesSEC Table I · non-derivative | Direct | 470,000 |
Reported balance
After 2026-04-08 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-04-08 · Purchase · Acquired 470,000 · Balance 470,000 F1: Simultaneously with the consummation of the initial public offering (the "IPO") of Apogee Acquisition Corp (the "Issuer"), Apogee Acquisition Sponsor LLC (the "Sponsor") acquired, at a price of $10.00 per unit, 470,000 private placement units for an aggregate purchase price of $4,700,000. Each private placement unit consists of one Class A ordinary share, one redeemable warrant and one right to receive one-fifth (1/5) of one Class A ordinary share upon the consummation of an initial business combination, as described in the Registration Statement on Form S-1 (File No. 333-294102) related to the IPO. F2: Jeffrey Smith is the sole managing member of the Sponsor and holds voting and investment discretion with respect to the securities held of record the Sponsor. Mr. Smith disclaims any beneficial ownership of the securities held by the sponsor other than to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Simultaneously with the consummation of the initial public offering (the "IPO") of Apogee Acquisition Corp (the "Issuer"), Apogee Acquisition Sponsor LLC (the "Sponsor") acquired, at a price of $10.00 per unit, 470,000 private placement units for an aggregate purchase price of $4,700,000. Each private placement unit consists of one Class A ordinary share, one redeemable warrant and one right to receive one-fifth (1/5) of one Class A ordinary share upon the consummation of an initial business combination, as described in the Registration Statement on Form S-1 (File No. 333-294102) related to the IPO.
F2: Jeffrey Smith is the sole managing member of the Sponsor and holds voting and investment discretion with respect to the securities held of record the Sponsor. Mr. Smith disclaims any beneficial ownership of the securities held by the sponsor other than to the extent of his pecuniary interest therein.
Globa Terra Acquisition Corp
Report date July 07, 2025 · Filed July 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | IndirectSee Footnote | Not disclosed |
Reported balance
Holding disclosure · report date 2025-07-07 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-286585) under the heading "Description of Securities - Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustments, and have no expiration date. F2: Apogee Services LLC is the record holder of the shares reported herein. The Reporting Person is the sole member of Apogee Services LLC and as such may be deemed to have or share beneficial ownership of the Class B ordinary shares held directly by Apogee Services LLC. The Reporting Person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests the Reporting Person may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-286585) under the heading "Description of Securities - Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustments, and have no expiration date.
F2: Apogee Services LLC is the record holder of the shares reported herein. The Reporting Person is the sole member of Apogee Services LLC and as such may be deemed to have or share beneficial ownership of the Class B ordinary shares held directly by Apogee Services LLC. The Reporting Person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests the Reporting Person may have therein, directly or indirectly.
Renatus Tactical Acquisition Corp I
Report date May 14, 2025 · Filed May 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-05-14 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-285842) under the heading "Description of Securities - Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustments, and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-285842) under the heading "Description of Securities - Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustments, and have no expiration 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 |
|---|---|---|---|---|---|---|
| April 08, 2026 Filed Apr 10, 2026 21:05 UTC | Apogee Acquisition Corp AACPU · Entity 5967 | PurchaseClass A Ordinary Shares | 470,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-26-042588 · ownership.xml · nonDerivative · entry 1 APOGEE ACQUISITION SPONSOR LLC · CIK 0002115559 · 10% owner Smith Jeffrey Andrew · CIK 0001976035 · Director · Chief Executive Officer · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 470,000 F1 · price: Simultaneously with the consummation of the initial public offering (the "IPO") of Apogee Acquisition Corp (the "Issuer"), Apogee Acquisition Sponsor LLC (the "Sponsor") acquired, at a price of $10.00 per unit, 470,000 private placement units for an aggregate purchase price of $4,700,000. Each private placement unit consists of one Class A ordinary share, one redeemable warrant and one right to receive one-fifth (1/5) of one Class A ordinary share upon the consummation of an initial business combination, as described in the Registration Statement on Form S-1 (File No. 333-294102) related to the IPO. F2 · balance_after: Jeffrey Smith is the sole managing member of the Sponsor and holds voting and investment discretion with respect to the securities held of record the Sponsor. Mr. Smith disclaims any beneficial ownership of the securities held by the sponsor other than to the extent of his pecuniary interest therein. 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.