Belardi James Richard

Director · Officer · APO, ATH

As of 2026-09-16, Belardi James Richard has 16 Form 4 transactions on record across 2 companies — 8 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $4.7MIndirect: $12.4M$17.1Mas of 2026-09-16
  • Direct $4.7M
  • Indirect $12.4M
APOindirect99,393 sh$12.4M
APOdirect37,708 sh$4.7M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

APO · 15 trades
2026-09-10: Gift, 38,605 sh ($0)2026-02-17: Withheld for tax, 29,254 sh ($3.9M)2026-02-13: Option exercise, 147,813 sh ($4.4M)2026-02-13: Option exercise, 147,813 sh ($0)2026-02-10: Award / grant, 41,892 sh ($0)2025-12-11: Gift, 33,263 sh ($0)2025-12-02: Gift, 500 sh ($0)2025-12-02: Gift, 1,500 sh ($0)2025-02-28: Code L, 1 sh ($141)2025-02-07: Withheld for tax, 43,799 sh ($7.3M)2025-02-05: Award / grant, 21,082 sh ($0)2024-12-12: Gift, 28,200 sh ($0)2024-12-11: Gift, 500 sh ($0)2024-12-11: Gift, 1,500 sh ($0)2024-11-29: Code L, 1 sh ($140)
ATH · 1 trade
2025-06-30: Other acquisition, 40,000 sh ($1.0M)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
16 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-09-10APOGift38,60537,708Form 4
2026-02-17APOWithheld for tax29,25499,393Form 4
2026-02-13APOOption exercise147,813224,126Form 4
2026-02-13APOOption exercise147,8130Form 4
2026-02-10APOAward / grant41,89276,313Form 4
2025-12-11APOGift33,26376,313Form 4
2025-12-02APOGift5001,000Form 4
2025-12-02APOGift1,500154,481Form 4
2025-06-30ATHOther acquisition40,0000Form 4
2025-02-28APOCode L1305Form 4
2025-02-07APOWithheld for tax43,799249,766Form 4
2025-02-05APOAward / grant21,0820Form 4
2024-12-12APOGift28,200524,489Form 4
2024-12-11APOGift500500Form 4
2024-12-11APOGift1,500155,981Form 4
2024-11-29APOCode L1304Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.