Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SIM Acquisition Corp. ISIMAU · Entity 9120 | Director · Chief Executive Officer · 10% owner | October 30, 2025 | October 31, 2025 |
| Spectral AI, Inc.MDAI · Entity 7203 | Director · 10% owner | May 15, 2024 | May 17, 2024 |
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.
SIM Acquisition Corp. I
Report date October 30, 2025 · Filed October 31, 2025
Jointly reported with SIM Sponsor 1 LLC, Kutcher David
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | 7,526,669 |
Reported balance
After 2025-10-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-10-30 · Other · Acquired 60,000 · Balance 7,526,669 F1: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or at any time prior to the Issuer's initial business combination, at the option of the holder, on a one-for-one basis, subject to certain adjustments. The Class B ordinary shares have no expiration date. F2: Pursuant to certain securities assignment agreement, the Class B ordinary shares were assigned by a resigning director of the Issuer to the Reporting Persons for no consideration. F3: Erich Spangenberg, Chairman and Chief Executive Officer of the Issuer, and David Kutcher, Chief Financial Officer of the Issuer, are the co-managing members of Conroy Partners LLC, the managing member of the Reporting Persons and hold voting and investment discretion with respect to the ordinary shares held of record by the Sponsor. As such, each of Mr. Spangenberg and Mr. Kutcher may be deemed to have beneficial ownership of the securities held of record by the Reporting Persons. Each of Mr. Spangenberg and Mr. Kutcher disclaim any beneficial ownership of the securities held of record by the Reporting Persons except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or at any time prior to the Issuer's initial business combination, at the option of the holder, on a one-for-one basis, subject to certain adjustments. The Class B ordinary shares have no expiration date.
F2: Pursuant to certain securities assignment agreement, the Class B ordinary shares were assigned by a resigning director of the Issuer to the Reporting Persons for no consideration.
F3: Erich Spangenberg, Chairman and Chief Executive Officer of the Issuer, and David Kutcher, Chief Financial Officer of the Issuer, are the co-managing members of Conroy Partners LLC, the managing member of the Reporting Persons and hold voting and investment discretion with respect to the ordinary shares held of record by the Sponsor. As such, each of Mr. Spangenberg and Mr. Kutcher may be deemed to have beneficial ownership of the securities held of record by the Reporting Persons. Each of Mr. Spangenberg and Mr. Kutcher disclaim any beneficial ownership of the securities held of record by the Reporting Persons except to the extent of his pecuniary interest therein.
Spectral AI, Inc.
Report date May 15, 2024 · Filed May 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 628,574 |
Reported balance
After 2024-05-15 transaction · row 1
1 source rowRow 1 · 2024-05-15 · Grant · Acquired 6,000 · Balance 628,574 F1: The price reported in Column 4 is a weighted average price. 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 purchased at each separate price within the range set forth in this footnote. |
| Common StockSEC Table I · non-derivative | IndirectBy ELS 1960 Family, L.P. | 4,158,557 |
Reported balance
Holding disclosure · report date 2024-05-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,158,557 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. 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 purchased at each separate price within the range 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 |
|---|---|---|---|---|---|---|
| October 30, 2025 Filed Oct 31, 2025 20:10 UTC | SIM Acquisition Corp. I SIMAU · Entity 9120 | OtherClass B Ordinary Shares · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-104677 · ownership.xml · derivative · entry 1 SIM Sponsor 1 LLC · CIK 0002026210 · 10% owner SPANGENBERG ERICH · CIK 0001331984 · Director · Chief Executive Officer · 10% owner Kutcher David · CIK 0001830474 · 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: 7,526,669 Underlying: Class A Ordinary Shares · 60,000 shares Expires not disclosed F1 · derivative.exercise_price: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or at any time prior to the Issuer's initial business combination, at the option of the holder, on a one-for-one basis, subject to certain adjustments. The Class B ordinary shares have no expiration date. F2 · kind: Pursuant to certain securities assignment agreement, the Class B ordinary shares were assigned by a resigning director of the Issuer to the Reporting Persons for no consideration. F1 · derivative.exercise_date: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or at any time prior to the Issuer's initial business combination, at the option of the holder, on a one-for-one basis, subject to certain adjustments. The Class B ordinary shares have no expiration date. F1 · derivative.expiration_date: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or at any time prior to the Issuer's initial business combination, at the option of the holder, on a one-for-one basis, subject to certain adjustments. The Class B ordinary shares have no expiration date. F3 · ownership.direct: Erich Spangenberg, Chairman and Chief Executive Officer of the Issuer, and David Kutcher, Chief Financial Officer of the Issuer, are the co-managing members of Conroy Partners LLC, the managing member of the Reporting Persons and hold voting and investment discretion with respect to the ordinary shares held of record by the Sponsor. As such, each of Mr. Spangenberg and Mr. Kutcher may be deemed to have beneficial ownership of the securities held of record by the Reporting Persons. Each of Mr. Spangenberg and Mr. Kutcher disclaim any beneficial ownership of the securities held of record by the Reporting Persons except to the extent of his pecuniary interest therein. Read SEC document |
| May 15, 2024 Filed May 17, 2024 09:15 UTC | Spectral AI, Inc. MDAI · Entity 7203 | GrantCommon Stock | 6,000 | $1.74 | $10,440.00 |
DisclosureSEC source: 0001213900-24-044543 · ownership.xml · nonDerivative · entry 1 SPANGENBERG ERICH · CIK 0001331984 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 628,574 F1 · price: The price reported in Column 4 is a weighted average price. 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 10, 2024 Filed May 13, 2024 17:20 UTC | Spectral AI, Inc. MDAI · Entity 7203 | GrantCommon Stock | 45,000 | $1.77 | $79,650.00 |
DisclosureSEC source: 0001213900-24-042420 · ownership.xml · nonDerivative · entry 1 SPANGENBERG ERICH · CIK 0001331984 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 622,574 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.75 to $1.78 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 purchased at each separate price within the range set forth in this footnote. 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.