Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Abpro CorpABP · Entity 166815 | Director · CEO & Chairman · 10% owner | May 10, 2018 | May 10, 2018 |
| Abpro Holdings, Inc.ABP · Entity 8582 | Director · Chief Executive Officer · 10% owner | November 13, 2024 | November 25, 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.
Abpro Corp
Report date May 10, 2018 · Filed May 10, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,316,437 |
Reported balance
Holding disclosure · report date 2018-05-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,316,437 F1: Includes 282,404 shares of common stock of the Issuer issuable upon vesting of restricted stock unit ("RSU") awards. Each RSU represents a contingent right to receive one share of common stock of the Issuer. The RSU vests as to 25% of the shares on the one-year anniversary of the grant date and the remaining shares shall vest in 36 equal monthly installments thereafter, subject to the Reporting Person providing continuous service to the Issuer on each such date. |
| Common StockSEC Table I · non-derivative | IndirectBy FV Dynasty Trust | 278,060 |
Reported balance
Holding disclosure · report date 2018-05-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 278,060 |
| Common StockSEC Table I · non-derivative | IndirectBy FV GRAT Trust | 278,060 |
Reported balance
Holding disclosure · report date 2018-05-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 278,060 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 482,862 |
Reported balance
Holding disclosure · report date 2018-05-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 482,862 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.48 · Expires 2024-02-03 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-05-10 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F2: Immediately exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.48 · Expires 2024-02-03 | IndirectBy Spouse | Not disclosed |
Reported balance
Holding disclosure · report date 2018-05-10 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance Not disclosed F2: Immediately exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.87 · Expires 2025-01-01 | IndirectBy Spouse | Not disclosed |
Reported balance
Holding disclosure · report date 2018-05-10 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance Not disclosed F3: 25% of the shares underlying the option vested and became exercisable on January 1, 2016; the remaining shares shall vest and become exercisable in 36 equal monthly installments thereafter, subject to the Reporting Person providing continuous service to the Issuer on each such date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.22 · Expires 2026-12-05 | IndirectBy Spouse | Not disclosed |
Reported balance
Holding disclosure · report date 2018-05-10 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance Not disclosed F2: Immediately exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 282,404 shares of common stock of the Issuer issuable upon vesting of restricted stock unit ("RSU") awards. Each RSU represents a contingent right to receive one share of common stock of the Issuer. The RSU vests as to 25% of the shares on the one-year anniversary of the grant date and the remaining shares shall vest in 36 equal monthly installments thereafter, subject to the Reporting Person providing continuous service to the Issuer on each such date.
F2: Immediately exercisable.
F3: 25% of the shares underlying the option vested and became exercisable on January 1, 2016; the remaining shares shall vest and become exercisable in 36 equal monthly installments thereafter, subject to the Reporting Person providing continuous service to the Issuer on each such date.
Abpro Holdings, Inc.
Report date November 13, 2024 · Filed November 25, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 6,528,200 |
Reported balance
After 2024-11-13 transaction · row 1
1 source rowRow 1 · 2024-11-13 · Grant · Acquired 6,528,200 · Balance 6,528,200 F1: Reflects the issuance by Abpro Holdings, Inc. (f/k/a Atlantic Coastal Acquisition Corp. II) (the "Issuer") on November 13, 2024, of 6,528,200 shares of Common Stock to the reporting person pursuant to a Business Combination Agreement, dated as of December 11, 2023 (as amended by Amendment No. 1 to Business Combination Agreement, dated September 4, 2024, the "Business Combination Agreement"), among the Issuer, Abpro Merger Sub Corp, a Delaware corporation, and Abpro Corporation, a Delaware corporation ("Abpro"), relating to the business combination between the Issuer and Abpro (the "Business Combination"). |
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | IndirectBy FV Dynasty Trust | 1,137,200 |
Reported balance
After 2024-11-13 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-11-13 · Grant · Acquired 1,137,200 · Balance 1,137,200 F2: Reflects the issuance by the Issuer to FV Dynasty Trust, of which the reporting person is trustee, on November 13, 2024, of 1,137,200 shares of Common Stock pursuant the Business Combination Agreement. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | IndirectBy spouse | 987,400 |
Reported balance
After 2024-11-13 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-11-13 · Grant · Acquired 987,400 · Balance 987,400 F3: Reflects the issuance by the Issuer to the reporting person's spouse on November 13, 2024, of 987,400 shares of Common Stock pursuant the Business Combination Agreement. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.67 · Expires 2030-06-19 | Direct | 777,100 |
Reported balance
After 2024-11-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-11-13 · Grant · Acquired 777,100 · Balance 777,100 F4: Reflects the issuance by the Issuer of rollover stock option awards in connection with the closing of the Business Combination. F5: This stock option award is 100% vested. |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.63 · Expires 2032-02-18 | Direct | 787,300 |
Reported balance
After 2024-11-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-11-13 · Grant · Acquired 787,300 · Balance 787,300 F4: Reflects the issuance by the Issuer of rollover stock option awards in connection with the closing of the Business Combination. F6: This stock option award was initially granted by Abpro to the reporting person on February 18, 2022. The stock option award vests as follows: twenty-five percent (25%) the shares subject to the option vested on February 18, 2022, and the remaining seventy-five percent (75%) of the total number of shares subject to the option vest in thirty-six (36) substantially equal monthly installments thereafter, subject to the reporting person's continuous service to the Issuer through such date. |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.63 · Expires 2031-04-14 | Direct | 787,300 |
Reported balance
After 2024-11-13 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-11-13 · Grant · Acquired 787,300 · Balance 787,300 F4: Reflects the issuance by the Issuer of rollover stock option awards in connection with the closing of the Business Combination. F5: This stock option award is 100% vested. |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.73 · Expires 2029-03-21 | Direct | 577,500 |
Reported balance
After 2024-11-13 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-11-13 · Grant · Acquired 577,500 · Balance 577,500 F4: Reflects the issuance by the Issuer of rollover stock option awards in connection with the closing of the Business Combination. F7: This stock option award was initially granted by Abpro to the reporting person on April 14, 2021. The stock option award vests as follows: twenty-five percent (25%) the shares subject to the option vested on April 14, 2022, and the remaining seventy-five percent (75%) of the total number of shares subject to the option vest in thirty-six (36) substantially equal monthly installments thereafter, subject to the reporting person's continuous service to the Issuer through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the issuance by Abpro Holdings, Inc. (f/k/a Atlantic Coastal Acquisition Corp. II) (the "Issuer") on November 13, 2024, of 6,528,200 shares of Common Stock to the reporting person pursuant to a Business Combination Agreement, dated as of December 11, 2023 (as amended by Amendment No. 1 to Business Combination Agreement, dated September 4, 2024, the "Business Combination Agreement"), among the Issuer, Abpro Merger Sub Corp, a Delaware corporation, and Abpro Corporation, a Delaware corporation ("Abpro"), relating to the business combination between the Issuer and Abpro (the "Business Combination").
F2: Reflects the issuance by the Issuer to FV Dynasty Trust, of which the reporting person is trustee, on November 13, 2024, of 1,137,200 shares of Common Stock pursuant the Business Combination Agreement. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
F3: Reflects the issuance by the Issuer to the reporting person's spouse on November 13, 2024, of 987,400 shares of Common Stock pursuant the Business Combination Agreement. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
F4: Reflects the issuance by the Issuer of rollover stock option awards in connection with the closing of the Business Combination.
F5: This stock option award is 100% vested.
F6: This stock option award was initially granted by Abpro to the reporting person on February 18, 2022. The stock option award vests as follows: twenty-five percent (25%) the shares subject to the option vested on February 18, 2022, and the remaining seventy-five percent (75%) of the total number of shares subject to the option vest in thirty-six (36) substantially equal monthly installments thereafter, subject to the reporting person's continuous service to the Issuer through such date.
F7: This stock option award was initially granted by Abpro to the reporting person on April 14, 2021. The stock option award vests as follows: twenty-five percent (25%) the shares subject to the option vested on April 14, 2022, and the remaining seventy-five percent (75%) of the total number of shares subject to the option vest in thirty-six (36) substantially equal monthly installments thereafter, subject to the reporting person's continuous service to the Issuer through such 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 |
|---|---|---|---|---|---|---|
| November 13, 2024 Filed Nov 25, 2024 21:40 UTC | Abpro Holdings, Inc. ABP · Entity 8582 | GrantStock option (right to buy) · Derivative | 577,500 | $0.00 Strike: $1.73 | $0.00 |
DisclosureSEC source: 0001474506-24-000259 · primary_doc.xml · derivative · entry 7 Chan Ian · CIK 0001738068 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 577,500 Underlying: Common Stock, par value $0.0001 per share · 577,500 shares Expires 2029-03-21 F4 · shares: Reflects the issuance by the Issuer of rollover stock option awards in connection with the closing of the Business Combination. F7 · derivative.exercise_date: This stock option award was initially granted by Abpro to the reporting person on April 14, 2021. The stock option award vests as follows: twenty-five percent (25%) the shares subject to the option vested on April 14, 2022, and the remaining seventy-five percent (75%) of the total number of shares subject to the option vest in thirty-six (36) substantially equal monthly installments thereafter, subject to the reporting person's continuous service to the Issuer through such date. Read SEC document |
| November 13, 2024 Filed Nov 25, 2024 21:40 UTC | Abpro Holdings, Inc. ABP · Entity 8582 | GrantStock option (right to buy) · Derivative | 787,300 | $0.00 Strike: $1.63 | $0.00 |
DisclosureSEC source: 0001474506-24-000259 · primary_doc.xml · derivative · entry 6 Chan Ian · CIK 0001738068 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 787,300 Underlying: Common Stock, par value $0.0001 per share · 787,300 shares Expires 2031-04-14 F4 · shares: Reflects the issuance by the Issuer of rollover stock option awards in connection with the closing of the Business Combination. F5 · derivative.exercise_date: This stock option award is 100% vested. Read SEC document |
| November 13, 2024 Filed Nov 25, 2024 21:40 UTC | Abpro Holdings, Inc. ABP · Entity 8582 | GrantStock option (right to buy) · Derivative | 787,300 | $0.00 Strike: $1.63 | $0.00 |
DisclosureSEC source: 0001474506-24-000259 · primary_doc.xml · derivative · entry 5 Chan Ian · CIK 0001738068 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 787,300 Underlying: Common Stock, par value $0.0001 per share · 787,300 shares Expires 2032-02-18 F4 · shares: Reflects the issuance by the Issuer of rollover stock option awards in connection with the closing of the Business Combination. F6 · derivative.exercise_date: This stock option award was initially granted by Abpro to the reporting person on February 18, 2022. The stock option award vests as follows: twenty-five percent (25%) the shares subject to the option vested on February 18, 2022, and the remaining seventy-five percent (75%) of the total number of shares subject to the option vest in thirty-six (36) substantially equal monthly installments thereafter, subject to the reporting person's continuous service to the Issuer through such date. Read SEC document |
| November 13, 2024 Filed Nov 25, 2024 21:40 UTC | Abpro Holdings, Inc. ABP · Entity 8582 | GrantStock option (right to buy) · Derivative | 777,100 | $0.00 Strike: $1.67 | $0.00 |
DisclosureSEC source: 0001474506-24-000259 · primary_doc.xml · derivative · entry 4 Chan Ian · CIK 0001738068 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 777,100 Underlying: Common Stock, par value $0.0001 per share · 777,100 shares Expires 2030-06-19 F4 · shares: Reflects the issuance by the Issuer of rollover stock option awards in connection with the closing of the Business Combination. F5 · derivative.exercise_date: This stock option award is 100% vested. Read SEC document |
| November 13, 2024 Filed Nov 25, 2024 21:40 UTC | Abpro Holdings, Inc. ABP · Entity 8582 | GrantCommon Stock, par value $0.0001 per share | 987,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-24-000259 · primary_doc.xml · nonDerivative · entry 3 Chan Ian · CIK 0001738068 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 987,400 F3 · balance_after: Reflects the issuance by the Issuer to the reporting person's spouse on November 13, 2024, of 987,400 shares of Common Stock pursuant the Business Combination Agreement. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 13, 2024 Filed Nov 25, 2024 21:40 UTC | Abpro Holdings, Inc. ABP · Entity 8582 | GrantCommon Stock, par value $0.0001 per share | 1,137,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-24-000259 · primary_doc.xml · nonDerivative · entry 2 Chan Ian · CIK 0001738068 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By FV Dynasty Trust Disclosed balance after: 1,137,200 F2 · balance_after: Reflects the issuance by the Issuer to FV Dynasty Trust, of which the reporting person is trustee, on November 13, 2024, of 1,137,200 shares of Common Stock pursuant the Business Combination Agreement. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 13, 2024 Filed Nov 25, 2024 21:40 UTC | Abpro Holdings, Inc. ABP · Entity 8582 | GrantCommon Stock, par value $0.0001 per share | 6,528,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-24-000259 · primary_doc.xml · nonDerivative · entry 1 Chan Ian · CIK 0001738068 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,528,200 F1 · shares: Reflects the issuance by Abpro Holdings, Inc. (f/k/a Atlantic Coastal Acquisition Corp. II) (the "Issuer") on November 13, 2024, of 6,528,200 shares of Common Stock to the reporting person pursuant to a Business Combination Agreement, dated as of December 11, 2023 (as amended by Amendment No. 1 to Business Combination Agreement, dated September 4, 2024, the "Business Combination Agreement"), among the Issuer, Abpro Merger Sub Corp, a Delaware corporation, and Abpro Corporation, a Delaware corporation ("Abpro"), relating to the business combination between the Issuer and Abpro (the "Business Combination"). 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.