Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ispire Technology Inc.ISPR · Entity 6892 | President | October 01, 2024 | October 03, 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.
Ispire Technology Inc.
Report date October 01, 2024 · Filed October 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 408,247 |
Reported balance
After 2024-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-10-01 · Grant · Acquired 273,410 · Balance 408,247 F1: Comprised of restricted stock units ("RSU"), each of which represents the right to receive one share of Common Stock upon vesting. F2: The 273,410 RSUs acquired by the Reporting Person vest, subject to the Reporting Person's continued service to Ispire Technology Inc. as follows: 86,705 RSUs vest on November 18, 2024, 86,705 RSUs will vest annually in three equal tranches beginning on November 18, 2025, and 100,000 RSUs will vest annually in two equal tranches beginning on November 18, 2025. F3: Comprised of 408,247 RSUs, 78,279 of which are vested with the remainder vesting as follows: 86,705 RSUs vesting on November 18, 2024, 28,279 RSUs vesting on September 4, 2025, 78,901 RSUs vesting on November 18, 2025, 28,279 RSUs vesting on September 4, 2026, 78,902 RSUs vesting on November 18, 2026, and 28,902 RSUs vesting on November 18, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Comprised of restricted stock units ("RSU"), each of which represents the right to receive one share of Common Stock upon vesting.
F2: The 273,410 RSUs acquired by the Reporting Person vest, subject to the Reporting Person's continued service to Ispire Technology Inc. as follows: 86,705 RSUs vest on November 18, 2024, 86,705 RSUs will vest annually in three equal tranches beginning on November 18, 2025, and 100,000 RSUs will vest annually in two equal tranches beginning on November 18, 2025.
F3: Comprised of 408,247 RSUs, 78,279 of which are vested with the remainder vesting as follows: 86,705 RSUs vesting on November 18, 2024, 28,279 RSUs vesting on September 4, 2025, 78,901 RSUs vesting on November 18, 2025, 28,279 RSUs vesting on September 4, 2026, 78,902 RSUs vesting on November 18, 2026, and 28,902 RSUs vesting on November 18, 2027.
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 01, 2024 Filed Oct 3, 2024 23:25 UTC | Ispire Technology Inc. ISPR · Entity 6892 | GrantCommon Stock | 273,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-085165 · ownership.xml · nonDerivative · entry 1 Rouhani Ted · CIK 0001967666 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 408,247 F1 · shares: Comprised of restricted stock units ("RSU"), each of which represents the right to receive one share of Common Stock upon vesting. F2 · shares: The 273,410 RSUs acquired by the Reporting Person vest, subject to the Reporting Person's continued service to Ispire Technology Inc. as follows: 86,705 RSUs vest on November 18, 2024, 86,705 RSUs will vest annually in three equal tranches beginning on November 18, 2025, and 100,000 RSUs will vest annually in two equal tranches beginning on November 18, 2025. F1 · balance_after: Comprised of restricted stock units ("RSU"), each of which represents the right to receive one share of Common Stock upon vesting. F3 · balance_after: Comprised of 408,247 RSUs, 78,279 of which are vested with the remainder vesting as follows: 86,705 RSUs vesting on November 18, 2024, 28,279 RSUs vesting on September 4, 2025, 78,901 RSUs vesting on November 18, 2025, 28,279 RSUs vesting on September 4, 2026, 78,902 RSUs vesting on November 18, 2026, and 28,902 RSUs vesting on November 18, 2027. Read SEC document |
| March 27, 2024 Filed Mar 29, 2024 20:15 UTC | Ispire Technology Inc. ISPR · Entity 6892 | GrantRestricted Stock Units | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-027981 · ownership.xml · nonDerivative · entry 1 Rouhani Ted · CIK 0001967666 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,837 F1 · security: Each restricted stock unit ("RSU") represents the right to receive one share of Common Stock upon vesting. F1 · shares: Each restricted stock unit ("RSU") represents the right to receive one share of Common Stock upon vesting. F2 · shares: The 50,000 RSUs acquired by the Reporting Person vested immediately upon grant. F1 · balance_after: Each restricted stock unit ("RSU") represents the right to receive one share of Common Stock upon vesting. F3 · balance_after: Comprised of 134,837 RSUs, 50,000 of which are vested with the remainder vesting as follows: 28,279 RSUs vesting on September 4, 2024, 28,279 RSUs vesting on September 4, 2025, and 28,279 RSUs vesting on September 4, 2026. Read SEC document |
| September 04, 2023 Filed Sep 7, 2023 00:25 UTC | Ispire Technology Inc. ISPR · Entity 6892 | GrantCommon Stock Options (Right to buy) · Derivative | 300,000 | $0.00 Strike: $9.76 | $0.00 |
DisclosureSEC source: 0001213900-23-074517 · ownership.xml · derivative · entry 2 Rouhani Ted · CIK 0001967666 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2033-09-04 F3 · derivative.exercise_price: Each option represents the right to purchase one share of Common Stock at the exercise price. F4 · 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 00:25 UTC | Ispire Technology Inc. ISPR · Entity 6892 | GrantRestricted Stock Units | 84,837 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-23-074517 · ownership.xml · nonDerivative · entry 1 Rouhani Ted · CIK 0001967666 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,837 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. 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.