Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apex Treasury CorpAPXT · Entity 5521 | Director | March 13, 2026 | March 16, 2026 |
| AvePoint, Inc.AVPT · Entity 746 | Director | September 01, 2021 | September 03, 2021 |
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.
Apex Treasury Corp
Report date March 13, 2026 · Filed March 16, 2026
| 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 2026-03-13 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The Class B ordinary shares are convertible into the Issuer's Class A ordinary shares as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-289485) (the "Registration Statement") and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B ordinary shares are convertible into the Issuer's Class A ordinary shares as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-289485) (the "Registration Statement") and have no expiration date.
AvePoint, Inc.
Report date September 01, 2021 · Filed September 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,598 |
Reported balance
After 2021-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-09-01 · Grant · Acquired 16,598 · Balance 16,598 F1: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
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 01, 2021 Filed Sep 3, 2021 20:12 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantCommon Stock | 16,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-021490 · rdgdoc.xml · nonDerivative · entry 1 CuUnjieng Stephen · CIK 0001297558 · 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 20:57 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantStock Option (Right to Buy) · Derivative | 66,055 | $0.00 Strike: $3.91 | $0.00 |
DisclosureSEC source: 0001209191-21-045541 · doc4.xml · derivative · entry 2 CuUnjieng Stephen · CIK 0001297558 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,055 Underlying: Common Stock · 66,055 shares Expires 2030-08-12 F2 · derivative.exercise_date: This option is fully vested and immediately exercisable. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:57 UTC | AvePoint, Inc. AVPT · Entity 746 | GrantStock Option (Right to Buy) · Derivative | 198,208 | $0.00 Strike: $3.91 | $0.00 |
DisclosureSEC source: 0001209191-21-045541 · doc4.xml · derivative · entry 1 CuUnjieng Stephen · CIK 0001297558 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,208 Underlying: Common Stock · 198,208 shares Expires 2030-08-12 F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.