Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aeries Technology, Inc.AERT · Entity 7328 | CFO and CIO | November 24, 2025 | November 26, 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.
Aeries Technology, Inc.
Report date November 24, 2025 · Filed November 26, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary SharesSEC Table I · non-derivative | Direct | 962,966 |
Reported balance
After 2025-11-24 transaction · row 1
1 source rowRow 1 · 2025-11-24 · Sale · Disposed 50,000 · Balance 962,966 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F2: The price in Column 4 is a weighted average price, rounded to three decimals. These shares were sold in multiple transactions at prices ranging from $0.595 to $0.605, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025.
F2: The price in Column 4 is a weighted average price, rounded to three decimals. These shares were sold in multiple transactions at prices ranging from $0.595 to $0.605, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Footnote.
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 |
|---|---|---|---|---|---|---|
| November 24, 2025 Filed Nov 26, 2025 21:05 UTC | Aeries Technology, Inc. AERT · Entity 7328 | SaleClass A Ordinary Shares | 50,000 | $0.60 | $30,050.00 |
DisclosureSEC source: 0001829126-25-009482 · ownership.xml · nonDerivative · entry 1 Webb Daniel S. · CIK 0001858710 · CFO and CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 962,966 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F2 · price: The price in Column 4 is a weighted average price, rounded to three decimals. These shares were sold in multiple transactions at prices ranging from $0.595 to $0.605, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Footnote. Read SEC document |
| October 01, 2025 Filed Oct 4, 2025 01:30 UTC | Aeries Technology, Inc. AERT · Entity 7328 | SaleClass A Ordinary Shares | 50,000 | $0.65 | $32,400.00 |
DisclosureSEC source: 0001829126-25-007900 · ownership.xml · nonDerivative · entry 1 Webb Daniel S. · CIK 0001858710 · CFO and CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,012,966 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F2 · price: The price in Column 4 is a weighted average price, rounded to three decimals. These shares were sold in multiple transactions at prices ranging from $0.6159 to $0.68285, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Footnote. Read SEC document |
| September 10, 2025 Filed Sep 13, 2025 01:01 UTC | Aeries Technology, Inc. AERT · Entity 7328 | SaleClass A Ordinary Shares | 14,595 | $0.60 | $8,759.92 |
DisclosureSEC source: 0001829126-25-007378 · ownership.xml · nonDerivative · entry 1 Webb Daniel S. · CIK 0001858710 · CFO and CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,062,966 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F2 · price: The price in Column 4 is a weighted average price, rounded to four decimals. These shares were sold in multiple transactions at prices ranging from $0.5953 to $0.6015, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Footnote. Read SEC document |
| September 02, 2025 Filed Sep 5, 2025 01:05 UTC | Aeries Technology, Inc. AERT · Entity 7328 | SaleClass A Ordinary Shares | 35,405 | $0.65 | $22,977.85 |
DisclosureSEC source: 0001829126-25-007174 · ownership.xml · nonDerivative · entry 1 Webb Daniel S. · CIK 0001858710 · CFO and CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,048,371 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F2 · price: The price in Column 4 is a weighted average price, rounded to three decimals. These shares were sold in multiple transactions at prices ranging from $0.56 to $0.7311, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Footnote. Read SEC document |
| March 10, 2025 Filed Sep 5, 2025 01:02 UTC | Aeries Technology, Inc. AERT · Entity 7328 | Tax withholdingClass A Ordinary Shares | 218,909 | $0.56 | $123,464.68 |
DisclosureSEC source: 0001829126-25-007173 · ownership.xml · nonDerivative · entry 1 Webb Daniel S. · CIK 0001858710 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,083,776 F1 · price: Represents shares that were withheld by the company to cover tax liability upon settlement of restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 01:59 UTC | Aeries Technology, Inc. AERT · Entity 7328 | Tax withholdingClass A Ordinary Shares | 5,130 | $0.50 | $2,565.00 |
DisclosureSEC source: 0001829126-25-001235 · ownership.xml · nonDerivative · entry 1 Webb Daniel S. · CIK 0001858710 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,302,685 F2 · shares: Represents shares that are withheld by the company to cover tax liability upon settlement of restricted stock units. F1 · balance_after: Includes (i) 569,870 Class A ordinary shares and (ii) 732,815 restricted stock units. Read SEC document |
| May 22, 2024 Filed May 24, 2024 21:00 UTC | Aeries Technology, Inc. AERT · Entity 7328 | GrantClass A Ordinary Shares | 747,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001829126-24-003752 · ownership.xml · nonDerivative · entry 1 Webb Daniel S. · CIK 0001858710 · Director · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,307,815 F1 · balance_after: Includes: (a) 560,000 Class A ordinary shares; and (b) 747,815 vested Class A ordinary shares from an award of 747,815 restricted stock units granted on 05/22/24, to be settled in a number of substantially equal monthly installments between August 15, 2024 and March 15, 2025. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 22:00 UTC | Aeries Technology, Inc. AERT · Entity 7328 | OtherPrivate placement warrants · Derivative | 9,527,810 | Not disclosed Strike: $11.50 | Not disclosed |
DisclosureSEC source: 0001829126-23-007334 · ownership.xml · derivative · entry 4 Webb Daniel S. · CIK 0001858710 · Director · Chief Investment Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · see footnote Disclosed balance after: 0 Underlying: Class A ordinary shares · 9,527,810 shares Expires 2028-12-06 F4 · kind: On November 8, 2023, Sponsor effectuated a pro rata distribution of (i) 9,527,810 private placement warrants and (ii) 1,500,000 Class A ordinary shares of the Issuer to its members, of which 560,000 Class A ordinary shares were distributed to the Reporting Person. F4 · price: On November 8, 2023, Sponsor effectuated a pro rata distribution of (i) 9,527,810 private placement warrants and (ii) 1,500,000 Class A ordinary shares of the Issuer to its members, of which 560,000 Class A ordinary shares were distributed to the Reporting Person. F3 · ownership.nature: Worldwide Webb Acquisition Sponsor, LLC ("Sponsor") is the record holder of the securities reported herein. The Reporting Person is the manager of Sponsor. The Reporting Person, by virtue of his control over Sponsor may be deemed to beneficially own Class B ordinary shares and private placement warrants held by Sponsor. The Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 22:00 UTC | Aeries Technology, Inc. AERT · Entity 7328 | ConversionClass B ordinary shares · Derivative | 1,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001829126-23-007334 · ownership.xml · derivative · entry 3 Webb Daniel S. · CIK 0001858710 · Director · Chief Investment Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · see footnote Disclosed balance after: 0 Underlying: Class A ordinary shares · 1,500,000 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: Each Class B ordinary share was converted into one Class A ordinary share of the Issuer in connection with the consummation of the Issuer's initial business combination. F1 · kind: Each Class B ordinary share was converted into one Class A ordinary share of the Issuer in connection with the consummation of the Issuer's initial business combination. F2 · derivative.exercise_date: The Class B ordinary shares were automatically convertible into Class A ordinary shares 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 had no expiration date. F2 · derivative.expiration_date: The Class B ordinary shares were automatically convertible into Class A ordinary shares 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 had no expiration date. F3 · ownership.nature: Worldwide Webb Acquisition Sponsor, LLC ("Sponsor") is the record holder of the securities reported herein. The Reporting Person is the manager of Sponsor. The Reporting Person, by virtue of his control over Sponsor may be deemed to beneficially own Class B ordinary shares and private placement warrants held by Sponsor. The Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 22:00 UTC | Aeries Technology, Inc. AERT · Entity 7328 | Disposition to issuerClass B ordinary shares · Derivative | 3,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001829126-23-007334 · ownership.xml · derivative · entry 2 Webb Daniel S. · CIK 0001858710 · Director · Chief Investment Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · see footnote Disclosed balance after: 1,500,000 Underlying: Class A ordinary shares · 3,000,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Class B ordinary share was converted into one Class A ordinary share of the Issuer in connection with the consummation of the Issuer's initial business combination. F5 · kind: On November 8, 2023, in connection with the closing of the Business Combination, Sponsor forfeited 3,000,000 Class B ordinary shares. F2 · derivative.exercise_date: The Class B ordinary shares were automatically convertible into Class A ordinary shares 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 had no expiration date. F2 · derivative.expiration_date: The Class B ordinary shares were automatically convertible into Class A ordinary shares 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 had no expiration date. F3 · ownership.nature: Worldwide Webb Acquisition Sponsor, LLC ("Sponsor") is the record holder of the securities reported herein. The Reporting Person is the manager of Sponsor. The Reporting Person, by virtue of his control over Sponsor may be deemed to beneficially own Class B ordinary shares and private placement warrants held by Sponsor. The Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 22:00 UTC | Aeries Technology, Inc. AERT · Entity 7328 | OtherClass A Ordinary Shares | 560,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001829126-23-007334 · ownership.xml · nonDerivative · entry 1 Webb Daniel S. · CIK 0001858710 · Director · Chief Investment Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560,000 F4 · kind: On November 8, 2023, Sponsor effectuated a pro rata distribution of (i) 9,527,810 private placement warrants and (ii) 1,500,000 Class A ordinary shares of the Issuer to its members, of which 560,000 Class A ordinary shares were distributed to the Reporting Person. F4 · price: On November 8, 2023, Sponsor effectuated a pro rata distribution of (i) 9,527,810 private placement warrants and (ii) 1,500,000 Class A ordinary shares of the Issuer to its members, of which 560,000 Class A ordinary shares were distributed to the Reporting Person. Read SEC document |
| October 22, 2021 Filed Oct 26, 2021 20:54 UTC | Aeries Technology, Inc. WWAC · Entity 7328 | SaleClass B ordinary shares · Derivative | 1,250,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000947871-21-001105 · ownership.xml · derivative · entry 1 Webb Daniel S. · CIK 0001858710 · Director · CEO, CFO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 4,500,000 Underlying: Class A ordinary shares · 1,250,000 shares Expires not disclosed F1 · derivative.exercise_price: Class B ordinary shares automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or earlier at the option of the Reporting Person, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. F2 · price: All Class B ordinary shares reported in this Form 4 were sold at a per share price of $0.005. F1 · derivative.exercise_date: Class B ordinary shares automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or earlier at the option of the Reporting Person, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. F1 · derivative.expiration_date: Class B ordinary shares automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or earlier at the option of the Reporting Person, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. F3 · balance_after: Includes up to 750,000 shares that are subject to forfeiture to the extent the underwriters of the initial public offering of the Issuer's securities do not exercise in full their over-allotment option as described in the Issuer's registration statement on Form S-1 (File No. 333-259801). F4 · ownership.nature: Worldwide Webb Acquisition Sponsor, LLC ("Sponsor") is the record holder of the shares reported herein. The Reporting Person is the manager of Sponsor. The Reporting Person, by virtue of his control over Sponsor may be deemed to beneficially own shares held by Sponsor. The Reporting Person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest he may have 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.