Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kaixin HoldingsCMSS · Entity 8486 | Director | May 03, 2019 | May 10, 2019 |
| Moatable, Inc.MTBLY · Entity 79813 | Director · Chief Executive Officer · 10% owner | June 25, 2024 | July 02, 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.
Kaixin Holdings
Report date May 03, 2019 · Filed May 10, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 1,113,353 |
Ending reported balance
After 2019-05-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-05-03 · Grant · Acquired 241,125 · Balance 241,125 F1: Reflects a grant of restricted shares that vests in four equal annual installments beginning on January 1, 2021. Row 2 · 2019-05-06 · Grant · Acquired 872,228 · Balance 1,113,353 F1: Reflects a grant of restricted shares that vests in four equal annual installments beginning on January 1, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted shares that vests in four equal annual installments beginning on January 1, 2021.
Moatable, Inc.
Report date June 25, 2024 · Filed July 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Shares Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.65 · Expires 2034-06-25 | Direct | 0 |
Reported balance
After 2024-06-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-06-25 · Grant · Acquired 250,000 · Balance 0 |
| Class A Ordinary SharesSEC Table I · non-derivative | Indirectby Palo Verde Technology Holdings, Inc. | 159,812,656 |
Reported balance
Holding disclosure · report date 2024-06-25 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 159,812,656 |
| Class B Ordinary SharesSEC Table I · non-derivative | Direct | 170,258,970 |
Reported balance
Holding disclosure · report date 2024-06-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 170,258,970 |
| American Depositary SharesSEC Table I · non-derivative | Direct | 2,222,222 |
Reported balance
Holding disclosure · report date 2024-06-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,222,222 F1: Each American depositary share ("ADS") represents 45 Class A ordinary shares, par value US $0.001 per share, of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each American depositary share ("ADS") represents 45 Class A ordinary shares, par value US $0.001 per share, of the Issuer.
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 |
|---|---|---|---|---|---|---|
| June 25, 2024 Filed Jul 2, 2024 20:00 UTC | Moatable, Inc. MTBLY · Entity 79813 | GrantEmployee Shares Option (Right to Buy) · Derivative | 250,000 | $0.00 Strike: $0.65 | $0.00 |
DisclosureSEC source: 0001104659-24-077319 · tm2418717-1_4seq1.xml · derivative · entry 4 Chen Joseph · CIK 0001542041 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 250,000 shares Expires 2034-06-25 Read SEC document |
| March 20, 2024 Filed Mar 25, 2024 20:01 UTC | Moatable, Inc. MTBL · Entity 79813 | Exercise / conversionEmployee Shares Option (Right to Buy) · Derivative | 51,893,640 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001104659-24-038429 · tm249586-1_4seq1.xml · derivative · entry 6 Chen Joseph · CIK 0001542041 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · by Palo Verde Technology Holdings, Inc. Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 51,893,640 shares Expires 2024-05-19 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. Read SEC document |
| March 20, 2024 Filed Mar 25, 2024 20:01 UTC | Moatable, Inc. MTBL · Entity 79813 | Exercise / conversionEmployee Shares Option (Right to Buy) · Derivative | 39,752,415 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001104659-24-038429 · tm249586-1_4seq1.xml · derivative · entry 5 Chen Joseph · CIK 0001542041 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · by Palo Verde Technology Holdings, Inc. Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 39,752,415 shares Expires 2026-01-14 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. Read SEC document |
| March 20, 2024 Filed Mar 25, 2024 20:01 UTC | Moatable, Inc. MTBL · Entity 79813 | Exercise / conversionClass A Ordinary Shares | 51,893,640 | $0.01 | $586,398.13 |
DisclosureSEC source: 0001104659-24-038429 · tm249586-1_4seq1.xml · nonDerivative · entry 2 Chen Joseph · CIK 0001542041 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · by Palo Verde Technology Holdings, Inc. Disclosed balance after: 157,750,156 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. Read SEC document |
| March 20, 2024 Filed Mar 25, 2024 20:01 UTC | Moatable, Inc. MTBL · Entity 79813 | Exercise / conversionClass A Ordinary Shares | 39,752,415 | $0.01 | $449,202.29 |
DisclosureSEC source: 0001104659-24-038429 · tm249586-1_4seq1.xml · nonDerivative · entry 1 Chen Joseph · CIK 0001542041 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · by Palo Verde Technology Holdings, Inc. Disclosed balance after: 157,750,156 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. Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 23:54 UTC | Moatable, Inc. RENN · Entity 79813 | Exercise / conversionEmployee Shares Option (Right to Buy) · Derivative | 3,150,000 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001209191-23-020119 · doc4.xml · derivative · entry 4 Chen Joseph · CIK 0001542041 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 3,150,000 shares Expires 2023-03-21 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. F2 · derivative.exercise_date: The option shares are fully vested and exercisable as of March 22, 2018. Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 23:54 UTC | Moatable, Inc. RENN · Entity 79813 | Exercise / conversionClass A Ordinary Shares | 3,150,000 | $0.01 | $35,595.00 |
DisclosureSEC source: 0001209191-23-020119 · doc4.xml · nonDerivative · entry 1 Chen Joseph · CIK 0001542041 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,041,021 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. Read SEC document |
| May 06, 2019 Filed May 10, 2019 23:59 UTC | Kaixin Holdings CMSS · Entity 8486 | GrantOrdinary Shares, par value $0.0001 per share | 872,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-025399 · tv521298_4.xml · nonDerivative · entry 2 Chen Joseph · CIK 0001542041 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,353 F1 · kind: Reflects a grant of restricted shares that vests in four equal annual installments beginning on January 1, 2021. Read SEC document |
| May 03, 2019 Filed May 10, 2019 23:59 UTC | Kaixin Holdings CMSS · Entity 8486 | GrantOrdinary Shares, par value $0.0001 per share | 241,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-025399 · tv521298_4.xml · nonDerivative · entry 1 Chen Joseph · CIK 0001542041 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,125 F1 · kind: Reflects a grant of restricted shares that vests in four equal annual installments beginning on January 1, 2021. 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.