Welcome to our dedicated page for Apex Treas SEC filings (Ticker: apxt), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Apex is a special purpose acquisition corporation led by co-CEOs Jeff Epstein, the former CFO of Oracle, and Brad Koenig, the former head of Goldman Sachs’ global technology investment banking team.Apex Treasury Corp director reports initial holdings. CuUnjieng Stephen filed a Form 3 showing beneficial ownership of 30,000 Class B ordinary shares. These Class B shares are directly owned, are convertible into Apex Treasury’s Class A ordinary shares as described in a prior registration statement, and have no expiration date. The filing does not report any new purchases or sales, just this starting position.
Apex Treasury Sponsor LLC, a major shareholder and director affiliate of Apex Treasury Corp, reported an internal restructuring transaction involving 30,000 Class B Ordinary Shares. On March 13, 2026, the Sponsor transferred these shares to Stephen CuUnjieng at the same price it originally paid, $0.003 per share. After this transfer, the Sponsor held 11,120,000 Class B Ordinary Shares. These Class B shares are automatically convertible into Class A Ordinary Shares on a one-for-one basis in connection with the company’s initial business combination or earlier at the holder’s option. Co-Chief Executive Officers Hugh Cochrane and Ajmal Rahman are managing members of the Sponsor and may be deemed beneficial owners of the Sponsor’s holdings, but each disclaims beneficial ownership beyond any pecuniary interest.
Apex Treasury Corporation reported a change in its board of directors. On March 9, 2026, director David Mikulecky resigned from the board, and he did not report any disagreement with the company’s operations, policies or practices.
On March 13, 2026, the board appointed Stephen CuUnjieng as a Class I director, with a term lasting until the first annual meeting of shareholders. He was also appointed to the Audit and Compensation Committees and determined to be an independent director under Nasdaq rules. In connection with his appointment, Mr. CuUnjieng entered into standard indemnity, letter, and registration rights arrangements and will receive 30,000 Class B ordinary shares from the company’s sponsor.
Apex Treasury Corp received an amended Schedule 13G/A from a group of Harraden Circle investment entities and Frederick V. Fortmiller Jr. stating they no longer beneficially own its Class A common stock. As of the event date of 12/31/2025, the filing reports 0 shares beneficially owned and 0% of the class held, with no voting or dispositive power.
The amendment is described as an exit filing, confirming that these reporting persons previously held more than five percent of Apex Treasury’s Class A common stock but have reduced their beneficial ownership to a level at or below that threshold.
Meteora Capital, LLC has reported a passive ownership stake in Apex Treasury Corp. The reporting persons, Meteora Capital and its managing member Vik Mittal, beneficially own 2,739,443 shares of Class A common stock, representing 7.9473% of the class as of 12/31/2025.
They report shared voting and dispositive power over all of these shares and no sole voting or dispositive power. The securities are described as acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of Apex Treasury Corp.
Adage Capital Management, L.P. reports beneficial ownership of 2,250,000 Class A Ordinary Shares of Apex Treasury Corp, equal to 6.53% of the class. This stake is reported jointly with principals Robert Atchinson and Phillip Gross.
The percentage is based on 34,470,000 Class A Ordinary Shares outstanding as of December 5, 2025, as disclosed in Apex Treasury’s Form 10-Q for the quarter ended September 30, 2025. The holders state the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Apex Treasury Sponsor LLC, together with managing members Hugh Cochrane and Ajmal Rahman, reports beneficial ownership of 11,150,000 Class B Ordinary Shares of Apex Treasury Corporation. These Class B shares are convertible into Class A Ordinary Shares and represent 24.3% of the Class A class.
The Sponsor and each individual reporting person have sole voting and dispositive power over these 11,150,000 shares. The ownership calculation is based on 34,470,000 Class A and 11,490,000 Class B Ordinary Shares outstanding as of December 5, 2025, as disclosed in the company’s Form 10-Q.
The filing notes an additional 8,894,000 Class A Ordinary Shares that could be issued upon exercise of 8,894,000 private placement warrants at $11.50 per share, starting 30 days after completion of the initial business combination, but these warrant shares are excluded from the reported beneficial ownership.