Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ispire Technology Inc.ISPR · Entity 6892 | Co-Chief Executive Officer | February 27, 2026 | March 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.
Ispire Technology Inc.
Report date February 27, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 466,882 |
Ending reported balance
After 2026-03-02 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-02-27 · Purchase · Acquired 984 · Balance 462,866 Row 2 · 2026-02-27 · Purchase · Acquired 100 · Balance 462,966 Row 3 · 2026-02-27 · Purchase · Acquired 916 · Balance 463,882 Row 4 · 2026-03-02 · Purchase · Acquired 100 · Balance 463,982 Row 5 · 2026-03-02 · Purchase · Acquired 1,163 · Balance 465,145 Row 6 · 2026-03-02 · Purchase · Acquired 1,737 · Balance 466,882 |
| Common StockSEC Table I · non-derivative | IndirectBy Peak Group LLC | 1,000,000 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,000,000 F1: Mr. Wang has sole voting and dispositive power over the shares of Ispire Technology Inc.'s common stock, par value $0.0001 per share, owned by Peak Group LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Wang has sole voting and dispositive power over the shares of Ispire Technology Inc.'s common stock, par value $0.0001 per share, owned by Peak Group LLC.
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 |
|---|---|---|---|---|---|---|
| March 02, 2026 Filed Mar 2, 2026 21:58 UTC | Ispire Technology Inc. ISPR · Entity 6892 | PurchaseCommon Stock | 1,737 | $2.37 | $4,108.01 |
DisclosureSEC source: 0001213900-26-022397 · ownership.xml · nonDerivative · entry 6 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 466,882 Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 21:58 UTC | Ispire Technology Inc. ISPR · Entity 6892 | PurchaseCommon Stock | 1,163 | $2.41 | $2,798.06 |
DisclosureSEC source: 0001213900-26-022397 · ownership.xml · nonDerivative · entry 5 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 465,145 Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 21:58 UTC | Ispire Technology Inc. ISPR · Entity 6892 | PurchaseCommon Stock | 100 | $2.38 | $237.80 |
DisclosureSEC source: 0001213900-26-022397 · ownership.xml · nonDerivative · entry 4 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 463,982 Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 21:58 UTC | Ispire Technology Inc. ISPR · Entity 6892 | PurchaseCommon Stock | 916 | $2.44 | $2,234.22 |
DisclosureSEC source: 0001213900-26-022397 · ownership.xml · nonDerivative · entry 3 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 463,882 Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 21:58 UTC | Ispire Technology Inc. ISPR · Entity 6892 | PurchaseCommon Stock | 100 | $2.39 | $239.20 |
DisclosureSEC source: 0001213900-26-022397 · ownership.xml · nonDerivative · entry 2 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 462,966 Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 21:58 UTC | Ispire Technology Inc. ISPR · Entity 6892 | PurchaseCommon Stock | 984 | $2.38 | $2,341.92 |
DisclosureSEC source: 0001213900-26-022397 · ownership.xml · nonDerivative · entry 1 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 462,866 Read SEC document |
| February 26, 2026 Filed Feb 26, 2026 21:27 UTC | Ispire Technology Inc. ISPR · Entity 6892 | PurchaseCommon Stock | 100 | $2.39 | $238.80 |
DisclosureSEC source: 0001213900-26-020802 · ownership.xml · nonDerivative · entry 7 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 461,882 Read SEC document |
| February 26, 2026 Filed Feb 26, 2026 21:27 UTC | Ispire Technology Inc. ISPR · Entity 6892 | PurchaseCommon Stock | 1,900 | $2.41 | $4,569.88 |
DisclosureSEC source: 0001213900-26-020802 · ownership.xml · nonDerivative · entry 6 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 461,782 Read SEC document |
| February 25, 2026 Filed Feb 26, 2026 21:27 UTC | Ispire Technology Inc. ISPR · Entity 6892 | PurchaseCommon Stock | 2,000 | $2.30 | $4,608.80 |
DisclosureSEC source: 0001213900-26-020802 · ownership.xml · nonDerivative · entry 5 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 459,882 Read SEC document |
| February 25, 2026 Filed Feb 26, 2026 21:27 UTC | Ispire Technology Inc. ISPR · Entity 6892 | PurchaseCommon Stock | 916 | $2.36 | $2,161.67 |
DisclosureSEC source: 0001213900-26-020802 · ownership.xml · nonDerivative · entry 4 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 457,882 Read SEC document |
| February 25, 2026 Filed Feb 26, 2026 21:27 UTC | Ispire Technology Inc. ISPR · Entity 6892 | PurchaseCommon Stock | 1,084 | $2.34 | $2,536.56 |
DisclosureSEC source: 0001213900-26-020802 · ownership.xml · nonDerivative · entry 3 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 456,966 Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:27 UTC | Ispire Technology Inc. ISPR · Entity 6892 | PurchaseCommon Stock | 1,041 | $2.21 | $2,295.41 |
DisclosureSEC source: 0001213900-26-020802 · ownership.xml · nonDerivative · entry 2 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 455,882 Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:27 UTC | Ispire Technology Inc. ISPR · Entity 6892 | PurchaseCommon Stock | 959 | $2.21 | $2,117.57 |
DisclosureSEC source: 0001213900-26-020802 · ownership.xml · nonDerivative · entry 1 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 454,841 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 23:25 UTC | Ispire Technology Inc. ISPR · Entity 6892 | GrantCommon Stock | 433,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-085167 · ownership.xml · nonDerivative · entry 1 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,859,170 F1 · shares: Comprised of restricted stock units ("RSUs"), each of which represents the right to receive one share of Ispire Technology Inc.'s (the "Company") common stock, par value $0.0001 per share (the "Common Stock") upon vesting. F2 · shares: The 433,526 RSUs acquired by the Reporting Person vest, subject to the Reporting Person's continued service with the Company, as follows: 216,763 RSUs vest on November 18, 2024, and 216,763 RSUs will vest annually in three equal tranches beginning on November 18, 2025. F3 · balance_after: The amount reported includes (i) 1,000,000 shares of the Company's Common Stock owned by the Reporting Person and held by Peak Group LLC where the Reporting Person has sole voting and dispositive power over the shares of Common Stock owned by Peak Group LLC, (ii) 142,857 shares of Common Stock purchased by the Reporting Person in connection with the Company's initial public offering, and (iii) 716,313 RSUs, each of which represents the right to receive one share of Common Stock upon vesting, 94,262 of which are vested, with the remaining unvested RSUs vesting, subject to the Reporting Persons continued service to the Company, as follows: 216,763 RSUs vesting on November 18, 2024, 94,262 RSUs vesting on September 4, 2025, 72,254 RSUs vesting on November 18, 2025, 94,263 RSUs vesting on September 4, 2026, 72,254 RSUs vesting on November 18, 2026, and 72,255 RSUs vesting on November 18, 2027. Read SEC document |
| September 04, 2023 Filed Sep 7, 2023 00:20 UTC | Ispire Technology Inc. ISPR · Entity 6892 | GrantCommon Stock Options (Right to buy) · Derivative | 1,000,000 | $0.00 Strike: $9.76 | $0.00 |
DisclosureSEC source: 0001213900-23-074514 · ownership.xml · derivative · entry 2 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000,000 Underlying: Common Stock · 1,000,000 shares Expires 2033-09-04 F4 · derivative.exercise_price: Each option represents the right to purchase one share of Common Stock at the exercise price. F5 · derivative.exercise_date: Common Stock Options vest over four years as follows: 1/4 on the first anniversary of the date of grant with the remaining 3/4 vesting in equal installment of 2.083% each month thereafter. Read SEC document |
| September 04, 2023 Filed Sep 7, 2023 00:20 UTC | Ispire Technology Inc. ISPR · Entity 6892 | GrantRestricted Stock Units | 282,787 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-23-074514 · ownership.xml · nonDerivative · entry 1 Wang Michael Xue · CIK 0001967721 · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,425,644 F1 · shares: RSUs vest over three years as follows: 1/3 on the first anniversary of the date of grant, 1/3 on the second anniversary of the date of grant, and 1/3 on the third anniversary of the date of grant. F2 · price: Each restricted stock unit ("RSU") represents the right to receive one share of Common Stock upon vesting. F1 · balance_after: RSUs vest over three years as follows: 1/3 on the first anniversary of the date of grant, 1/3 on the second anniversary of the date of grant, and 1/3 on the third anniversary of the date of grant. F2 · balance_after: Each restricted stock unit ("RSU") represents the right to receive one share of Common Stock upon vesting. F3 · balance_after: The amount reported includes (i) 1,000,000 shares of Common Stock owned by the Reporting Person and held by Peak Group LLC where the Reporting Person has sole voting and dispositive power over the shares of common stock owned by Peak Group LLC and (ii) 142,857 share of Common Stock purchased by the Reporting Person in connection with the Issuer's initial public offerings which priced on April 3, 2023 and closed on April 6, 2023. Read SEC document |
| April 06, 2023 Filed Apr 14, 2023 01:41 UTC | Ispire Technology Inc. ISPR · Entity 6892 | OtherCommon Stock | 142,857 | $7.00 | $999,999.00 |
DisclosureSEC source: 0001213900-23-029655 · ownership.xml · nonDerivative · entry 1 Wang Michael Xue · CIK 0001967721 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,142,857 F1 · kind: Mr. Wang purchased 142,857 shares of Common Stock in the Issuer's Initial Public Offering which priced on April 3, 2023 and closed on April 6, 2023. 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.