Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Webull CorpBULL · Entity 3935 | Director · Chief Executive Officer · 10% owner | September 30, 2026 | October 02, 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.
Webull Corp
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary SharesSEC Table I · non-derivative | IndirectBy Water Castle Az Inc. | 25,200,000 |
Reported balance
After 2026-09-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-30 · Conversion · Acquired 25,000,000 · Balance 25,200,000 F1: On September 30, 2026, Water Castle Az Inc. converted 25,000,000 Class B Ordinary Shares into 25,000,000 Class A Ordinary Shares on a one-for-one basis for no consideration. F2: The securities reported herein are held of record by Water Castle Az Inc., whose voting power is fully retained by Pozijie Inc., which is wholly owned by the Reporting Person. |
| Class B Ordinary SharesSEC Table II · derivative / convertible security | IndirectBy Water Castle Az Inc. | 75,158,736 |
Reported balance
After 2026-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-30 · Conversion · Disposed 25,000,000 · Balance 75,158,736 F1: On September 30, 2026, Water Castle Az Inc. converted 25,000,000 Class B Ordinary Shares into 25,000,000 Class A Ordinary Shares on a one-for-one basis for no consideration. F3: Each Class B Ordinary Share is convertible into one Class A Ordinary Share at the option of the Reporting Person and has no expiration date. F4: The reported securities include (a) 5,433,243 restricted Class B share units granted to the Reporting Person that vest over 36 equal monthly installments ending on December 31, 2028, subject to the Reporting Person's continued service through the applicable vesting date, of which 1,660,156 have already vested or are scheduled to vest within 60 days of September 30, 2026, and (b) 10,866,488 performance restricted Class B share units ("Performance RSUs") granted to the Reporting Person that vest in 25% increments as and when the 60-day volume-weighted average trading price of the Issuer's Class A Ordinary Shares reaches each of $15, $20, $25, and $30, respectively, with any unvested Performance RSUs expiring on February 24, 2031. F2: The securities reported herein are held of record by Water Castle Az Inc., whose voting power is fully retained by Pozijie Inc., which is wholly owned by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 30, 2026, Water Castle Az Inc. converted 25,000,000 Class B Ordinary Shares into 25,000,000 Class A Ordinary Shares on a one-for-one basis for no consideration.
F2: The securities reported herein are held of record by Water Castle Az Inc., whose voting power is fully retained by Pozijie Inc., which is wholly owned by the Reporting Person.
F3: Each Class B Ordinary Share is convertible into one Class A Ordinary Share at the option of the Reporting Person and has no expiration date.
F4: The reported securities include (a) 5,433,243 restricted Class B share units granted to the Reporting Person that vest over 36 equal monthly installments ending on December 31, 2028, subject to the Reporting Person's continued service through the applicable vesting date, of which 1,660,156 have already vested or are scheduled to vest within 60 days of September 30, 2026, and (b) 10,866,488 performance restricted Class B share units ("Performance RSUs") granted to the Reporting Person that vest in 25% increments as and when the 60-day volume-weighted average trading price of the Issuer's Class A Ordinary Shares reaches each of $15, $20, $25, and $30, respectively, with any unvested Performance RSUs expiring on February 24, 2031.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 23:07 UTC | Webull Corp BULL · Entity 3935 | ConversionClass B Ordinary Shares · Derivative | 25,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002061858-26-000007 · primary_doc.xml · derivative · entry 2 Wang Anquan · CIK 0002061858 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Water Castle Az Inc. Disclosed balance after: 75,158,736 Underlying: Class A Ordinary Shares · 25,000,000 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: On September 30, 2026, Water Castle Az Inc. converted 25,000,000 Class B Ordinary Shares into 25,000,000 Class A Ordinary Shares on a one-for-one basis for no consideration. F1 · shares: On September 30, 2026, Water Castle Az Inc. converted 25,000,000 Class B Ordinary Shares into 25,000,000 Class A Ordinary Shares on a one-for-one basis for no consideration. F3 · derivative.exercise_date: Each Class B Ordinary Share is convertible into one Class A Ordinary Share at the option of the Reporting Person and has no expiration date. F3 · derivative.expiration_date: Each Class B Ordinary Share is convertible into one Class A Ordinary Share at the option of the Reporting Person and has no expiration date. F4 · balance_after: The reported securities include (a) 5,433,243 restricted Class B share units granted to the Reporting Person that vest over 36 equal monthly installments ending on December 31, 2028, subject to the Reporting Person's continued service through the applicable vesting date, of which 1,660,156 have already vested or are scheduled to vest within 60 days of September 30, 2026, and (b) 10,866,488 performance restricted Class B share units ("Performance RSUs") granted to the Reporting Person that vest in 25% increments as and when the 60-day volume-weighted average trading price of the Issuer's Class A Ordinary Shares reaches each of $15, $20, $25, and $30, respectively, with any unvested Performance RSUs expiring on February 24, 2031. F2 · ownership.nature: The securities reported herein are held of record by Water Castle Az Inc., whose voting power is fully retained by Pozijie Inc., which is wholly owned by the Reporting Person. Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 23:07 UTC | Webull Corp BULL · Entity 3935 | ConversionClass A Ordinary Shares | 25,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002061858-26-000007 · primary_doc.xml · nonDerivative · entry 1 Wang Anquan · CIK 0002061858 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Water Castle Az Inc. Disclosed balance after: 25,200,000 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 · shares: On September 30, 2026, Water Castle Az Inc. converted 25,000,000 Class B Ordinary Shares into 25,000,000 Class A Ordinary Shares on a one-for-one basis for no consideration. F1 · price: On September 30, 2026, Water Castle Az Inc. converted 25,000,000 Class B Ordinary Shares into 25,000,000 Class A Ordinary Shares on a one-for-one basis for no consideration. F2 · ownership.nature: The securities reported herein are held of record by Water Castle Az Inc., whose voting power is fully retained by Pozijie Inc., which is wholly owned by the Reporting Person. 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.