| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| AtlasClear Holdings, Inc. | Director | Common Stock | 128,213 | $594,908 | $4.64 | 09 Feb 2024 | Direct |
| Roadzen Inc. | Director | Stock Option (right to buy) | 267,281 | 15 Sep 2025 | Direct | ||
| AtlasClear Holdings, Inc. | Director | Warrants | 52,928 | 20 Mar 2024 | Direct | ||
| Quantum FinTech Acquisition Corp | Director | Common Stock | 0 | 09 Feb 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| RDZN | Roadzen Inc. | 15 Sep 2025 | 1 | $0 | 4 | Director | 07 Jan 2026, 16:00 |
| RDZN | Roadzen Inc. | 27 Dec 2024 | 0 | $0 | 4 | Director | 31 Dec 2024, 18:12 |
| ATCH | AtlasClear Holdings, Inc. | 09 Feb 2024 | 2 | $0 | 4 | Director | 16 Apr 2024, 17:25 |
| ATCH | AtlasClear Holdings, Inc. | 09 Feb 2024 | 0 | $0 | 3 | Director | 16 Apr 2024, 17:21 |
| /report/000147450624000040-carlson-steven-j-2024-02-09 | Quantum FinTech Acquisition Corp | 09 Feb 2024 | 1 | $0 | 4 | Director | 16 Feb 2024, 18:41 |
| RDZN | Roadzen Inc. | 20 Sep 2023 | 0 | $0 | 3 | Director | 20 Sep 2023, 17:30 |