Steven J. Carlson

Insider Reports History

Identity Names, identifiers, and filing context for this profile. 1 identity field
Reporting-owner location
Tampa, FL
SEC source record Original filing metadata and source links for verification. 1 source field
Latest reporting-owner signature
/s/ Jason Simon, Attorney-in-Fact
Source: Latest parsed Forms 3/4/5 signature
Source evidence Original filing metadata and source links for verification. 1 source field
Transaction source note
Rows are grouped by transaction date from the original SEC filing. Open the aggregated insider activity page to review issuer-level activity across dates.

Reported holdings for Steven J. Carlson

Form 4 holding Director

AtlasClear Holdings, Inc.

Security class
Common Stock
Shares / value
128,213
Estimated value
$594,908
Report date
09 Feb 2024
Price
$4.64
Ownership
Direct
Form 4 holding Director

Roadzen Inc.

Security class
Ordinary Shares
Shares / value
892,857
Estimated value
Report date
02 Feb 2026
Price
Ownership
Indirect
Form 4 holding Director

Roadzen Inc.

Security class
Ordinary Shares
Shares / value
463,085
Estimated value
Report date
02 Feb 2026
Price
Ownership
Direct
Form 4 holding Director

Roadzen Inc.

Security class
Stock Option (right to buy)
Shares / value
267,281
Estimated value
Report date
15 Sep 2025
Price
Ownership
Direct
Underlying class
Ordinary Shares
Underlying amount
Form 4 holding Director

AtlasClear Holdings, Inc.

Security class
Warrants
Shares / value
52,928
Estimated value
Report date
20 Mar 2024
Price
Ownership
Direct
Underlying class
Common Stock
Underlying amount

Insider Reports Filed by Steven J. Carlson

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