Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Abpro Holdings, Inc.ACAB · Entity 8582 | Director · President | January 13, 2022 | January 13, 2022 |
| Atlantic Coastal Acquisition Corp.ACAH · Entity 109185 | Director · President | March 03, 2021 | March 03, 2021 |
| Xos, Inc.XOS · Entity 7263 | Director | June 12, 2023 | June 14, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Abpro Holdings, Inc.
Report date January 13, 2022 · Filed January 13, 2022
This filing explicitly reported no securities owned.
Atlantic Coastal Acquisition Corp.
Report date March 03, 2021 · Filed March 03, 2021
This filing explicitly reported no securities owned.
Xos, Inc.
Report date June 12, 2023 · Filed June 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 649,073 |
Reported balance
After 2023-06-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-12 · Grant · Acquired 444,444 · Balance 649,073 F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs vest on the earlier of (i) the first anniversary of the Grant date and (ii) the day of the Company's 2024 Annual Meeting, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date. F2: Includes 482,597 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs vest on the earlier of (i) the first anniversary of the Grant date and (ii) the day of the Company's 2024 Annual Meeting, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date.
F2: Includes 482,597 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 12, 2023 Filed Jun 14, 2023 20:11 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 444,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-23-000140 · wf-form4_168677349371894.xml · nonDerivative · entry 1 Jordan Burt · CIK 0001848461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 649,073 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs vest on the earlier of (i) the first anniversary of the Grant date and (ii) the day of the Company's 2024 Annual Meeting, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date. F2 · balance_after: Includes 482,597 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 20:06 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 115,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-22-000106 · wf-form4_166318595236661.xml · nonDerivative · entry 1 Jordan Burt · CIK 0001848461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,629 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The restricted stock units vest on the earlier of (i) the first anniversary of the Grant Date and (ii) the day before the next annualmeeting of Xos, Inc. following the Grant Date, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date. F2 · balance_after: Includes 172,835 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| November 10, 2021 Filed Nov 15, 2021 23:32 UTC | Xos, Inc. XOS · Entity 7263 | GrantRestricted Stock Unit · Derivative | 31,794 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-064555 · doc4.xml · derivative · entry 2 Jordan Burt · CIK 0001848461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,794 Underlying: Common Stock · 31,794 shares Expires not disclosed F1 · derivative.exercise_price: The price is N/A. F1 · price: The price is N/A. F4 · derivative.exercise_date: The restricted stock units vest on the earlier of (i) the first anniversary of the Grant Date and (ii) the day before the next annual meeting of Xos, Inc. following the Grant Date, subject to such individual's continuous service with Xos, Inc. through the vesting date. F3 · derivative.expiration_date: Date is N/A. Read SEC document |
| November 10, 2021 Filed Nov 15, 2021 23:32 UTC | Xos, Inc. XOS · Entity 7263 | GrantRestricted Stock Unit · Derivative | 57,229 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-064555 · doc4.xml · derivative · entry 1 Jordan Burt · CIK 0001848461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,229 Underlying: Common Stock · 57,229 shares Expires not disclosed F1 · derivative.exercise_price: The price is N/A. F1 · price: The price is N/A. F2 · derivative.exercise_date: The restricted stock units vest in a series of three equal annual installments on each of the first, second and third year anniversaries of the grant date of November 10, 2021 (the "Grant Date"), subject to such individual's continuous service with Xos, Inc. through such vesting date. F3 · derivative.expiration_date: Date is N/A. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.