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Harraden Circle reports 0% APEX Tech stake (TRAD) in exit 13G/A

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. filed an amended Schedule 13G reporting that they now beneficially own 0 shares, or 0%, of the Class A shares of APEX Tech Acquisition Inc. (CUSIP G0R21F121). All voting and dispositive powers are reported as zero.

The change results from an internal reorganization effective June 30, 2026, after which the reporting persons are no longer beneficial owners of the securities previously reported. The amendment is characterized as an exit filing for these reporting persons, who had previously reported ownership of more than five percent of the Class A common stock.

Positive

  • None.

Negative

  • None.
Beneficial ownership 0 shares Class A shares of APEX Tech Acquisition Inc. reported as beneficially owned
Percent of class 0 % Percentage of APEX Tech Acquisition Inc. Class A owned by reporting persons
Effective date of internal reorganization 06/30/2026 Date after which reporting persons ceased to be beneficial owners
beneficial owners financial
"have ceased to be the beneficial owners of more than five percent"
Beneficial owners are the people or entities that actually enjoy the economic benefits and control of shares or other assets, even when legal title is held by someone else such as a broker, custodian or trustee. Investors pay attention because beneficial owners hold the real voting power, receive dividends and can influence strategy and takeover outcomes — like the driver of a car who uses and maintains it while the bank holds the title — so disclosure shows who truly controls and benefits.
dispositive power financial
"Sole Dispositive Power 0.00 8 | Shared Dispositive Power 0.00"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Sole Voting Power financial
"5 | Sole Voting Power 0.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
exit filing regulatory
"This Amendment constitutes an exit filing for the Reporting Persons"
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.

FAQ

What did Harraden Circle report in its latest Schedule 13G/A for TRAD?

Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. reported 0 shares and 0% beneficial ownership of APEX Tech Acquisition Inc. Class A stock, making this amendment an exit filing for these reporting persons.

Why did the reporting persons file this Schedule 13G/A regarding TRAD?

They filed the amendment to disclose that, following an internal reorganization effective June 30, 2026, they ceased to be beneficial owners of more than five percent of APEX Tech Acquisition Inc. Class A shares.

How many APEX Tech Acquisition Inc. Class A shares do the reporting persons now own?

The reporting persons state they beneficially own 0 shares of APEX Tech Acquisition Inc. Class A stock and hold 0% of the class, with no sole or shared voting or dispositive power.

What is the significance of this filing for TRAD shareholders?

The amendment indicates that Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. are no longer 5% beneficial owners of APEX Tech Acquisition Inc. Class A shares, formally updating large-holder ownership disclosures.

Who are the funds associated with Harraden Circle in the TRAD filing?

The filing states that the shares related to accounts of Harraden Circle Investors, LP, Harraden Circle Special Opportunities, LP, Harraden Circle Strategic Investments, LP, and Harraden Circle Concentrated, LP, for which Harraden Circle Investments, LLC acted as investment manager.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





G0R21F121

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Harraden Circle Investments, LLC
Signature:/s/ Frederick V. Fortmiller, Jr.
Name/Title:Frederick V. Fortmiller, Jr., managing member
Date:08/14/2026
Frederick V. Fortmiller, Jr.
Signature:/s/ Frederick V. Fortmiller, Jr.
Name/Title:Frederick V. Fortmiller, Jr.
Date:08/14/2026

Comments accompanying signature: This Schedule 13G amends the Schedule 13G filed under Rule 13d-1(c) to remove the reporting persons who, after an internal reorganization effective June 30, 2026, are no longer beneficial owners of the securities reported herein and to change the Rule under which this Schedule 13G is filed to Rule 13d-1(b), because the remaining reporting persons qualify to file Schedule 13G under Rule 13d-1(b). Explanatory Note: This Amendment is being filed to report that the Reporting Persons have ceased to be the beneficial owners of more than five percent of the outstanding shares of Class A common stock of the "Issuer". This Amendment constitutes an exit filing for the Reporting Persons.