| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Monterey Capital Acquisition Corp | Officer, Director, 10%+ Owner | Common Stock | 1,625,000 | $14,824,875,000 | $9123.00 | 12 Jul 2024 | Indirect |
| Monterey Capital Acquisition Corp | Officer, Director, 10%+ Owner | Warrants (Right to Buy) | 3,790,000 | $3,790,000 | $1.00 | 12 Jul 2024 | Indirect |
| ChampionsGate Acquisition Corp | CEO and Chairman, Director | Class B Ordinary Share | 10,000 | 14 May 2025 | Direct | ||
| Monterey Capital Acquisition Corp | Officer, Director, 10%+ Owner | Class A Common Stock | 0 | 12 Jul 2024 | Indirect | ||
| Monterey Capital Acquisition Corp | Officer, Director, 10%+ Owner | Class B Common Stock | 0 | 12 Jul 2024 | Indirect |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CHPG | ChampionsGate Acquisition Corp | 31 Jul 2025 | 0 | $0 | 4 | CEO and Chairman, Director | 06 Aug 2025, 06:12 |
| CHPG | ChampionsGate Acquisition Corp | 14 May 2025 | 0 | $0 | 3 | CEO and Chairman, Director | 05 Jun 2025, 06:35 |
| CNTM | Monterey Capital Acquisition Corp | 12 Jul 2024 | 8 | +$3,790,000 | 4 | Officer, Director, 10%+ Owner | 16 Jul 2024, 16:41 |
| FORL | Four Leaf Acquisition Corp | 16 Mar 2023 | 0 | $0 | 3 | Director | 27 Mar 2023, 14:53 |
| MCAC | Monterey Capital Acquisition Corp | 10 May 2022 | 0 | $0 | 3 | Chief Executive Officer, Director, 10%+ Owner | 10 May 2022, 19:59 |