Comparable stake leader
Karpus Management, Inc.
SEC ownership of Apogee Acquisition Corp
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002102123.
Disclosed value leader
Karpus Management, Inc.
Comparable rows
1/3
Latest evidence
30 Jun 2026
- Public ticker
- AACP, AACPR, AACPU, AACPW on Nasdaq
- Parsed ownership sources
-
13D/G and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Karpus Management, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
1 of 3
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Karpus Management, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002102123
- Issuer location
- Cheyenne, WY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Apogee Acquisition Corp (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Karpus Management, Inc.
Disclosed value leader
Karpus Management, Inc.
Comparable rows
1/3
Latest evidence
30 Jun 2026
13D/G
3/4/5
Lead comparable stake: 11%
2 rows are not safely comparable across share classes.
13D/G row: Karpus Management, Inc.
Quick read
Karpus Management, Inc. leads the comparable SEC ownership view at 11%.
1 of 3 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Karpus Management, Inc.'s linked filing trail.
Comparable ownership
Top 1
Karpus Management, Inc.
11%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-3 of 3 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Karpus Management, Inc. |
13D/G
|
11%
|
$26,374,827
2,648,075 shares
|
$0 | 30 Jun 2026 |
| APOGEE ACQUISITION SPONSOR LLC |
3/4/5
10%+ Owner
|
—
class O/S missing
|
—
470,000 shares
|
— | 08 Apr 2026 |
| Jeffrey Andrew Smith |
3/4/5
Chief Executive Officer, Director, 10%+ Owner
|
—
class O/S missing
|
—
470,000 shares
|
— | 08 Apr 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 25 Jul 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-8 of 8 reporting-owner rows connected to Apogee Acquisition Corp. Open a relationship link for the CIK-to-CIK filing trail.
Rows
8
Largest Forms 3/4/5 holder
Anna S. Brunelle
Net 12M change
$0
Latest report
08 Apr 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Anna S. Brunelle | Director | Mixed | 06 Apr 2026 | |||
| Christopher Vaughn Valentine | Director | Mixed | 06 Apr 2026 | |||
| David Joel Quiram | Director | Mixed | 06 Apr 2026 | |||
| Ian Thomas Rhodes | Chief Financial Officer | Mixed | 06 Apr 2026 | |||
| Sagiv Shiv | Director | Mixed | 06 Apr 2026 | |||
| APOGEE ACQUISITION SPONSOR LLC | 10%+ Owner | Mixed | 08 Apr 2026 | |||
| Jeffrey Andrew Smith | Chief Executive Officer, Director, 10%+ Owner | Mixed | 08 Apr 2026 | |||
| Thomas Lloyd Watson | Chief Operating Officer | Mixed | 06 Apr 2026 |
Recent insider transactions for Apogee Acquisition Corp
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| APOGEE ACQUISITION SPONSOR LLC | AACP | Class A Ordinary Shares | Purchase | 470,000 | 470,000 | 08 Apr 2026 | Direct | |||
| Apogee Acquisition Sponsor Llc | AACP | Class A Ordinary Shares | Purchase | 470,000 | 470,000 | 08 Apr 2026 | Direct |
* marks a reported price that did not pass the local price check.