Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolv Technologies Holdings, Inc.EVLV · Entity 5017 | Director | May 18, 2023 | May 19, 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.
Evolv Technologies Holdings, Inc.
Report date May 18, 2023 · Filed May 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Cohen Family Trust | 807,226 |
Reported balance
After 2023-05-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-05-18 · Exercise / conversion · Acquired 57,161 · Balance 807,226 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.42 · Expires 2030-08-16 | IndirectHeld by Cohen Family Trust | 0 |
Reported balance
After 2023-05-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-18 · Exercise / conversion · Disposed 57,161 · Balance 0 F1: The option is fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The option is fully vested and exercisable.
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 |
|---|---|---|---|---|---|---|
| May 18, 2023 Filed May 19, 2023 20:33 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | Exercise / conversionStock Option (Right to Buy) · Derivative | 57,161 | $0.00 Strike: $0.42 | $0.00 |
DisclosureSEC source: 0001628280-23-019070 · wf-form4_168452840804507.xml · derivative · entry 2 COHEN ALAN S · CIK 0001183034 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Cohen Family Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 57,161 shares Expires 2030-08-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| May 18, 2023 Filed May 19, 2023 20:33 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | Exercise / conversionClass A Common Stock | 57,161 | $0.42 | $24,007.62 |
DisclosureSEC source: 0001628280-23-019070 · wf-form4_168452840804507.xml · nonDerivative · entry 1 COHEN ALAN S · CIK 0001183034 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Cohen Family Trust Disclosed balance after: 807,226 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 04, 2022 Filed Jan 5, 2023 01:21 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GiftClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-000356 · wf-form4_167288167143311.xml · nonDerivative · entry 2 COHEN ALAN S · CIK 0001183034 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Cohen Family Trust Disclosed balance after: 750,065 Read SEC document |
| October 04, 2022 Filed Jan 5, 2023 01:21 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GiftClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-000356 · wf-form4_167288167143311.xml · nonDerivative · entry 1 COHEN ALAN S · CIK 0001183034 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Cohen Family Trust Disclosed balance after: 775,065 Read SEC document |
| August 24, 2022 Filed Aug 25, 2022 21:28 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | Exercise / conversionStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $0.42 | $0.00 |
DisclosureSEC source: 0001628280-22-023724 · wf-form4_166146288165492.xml · derivative · entry 2 COHEN ALAN S · CIK 0001183034 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Cohen Family Trust Disclosed balance after: 123,979 Underlying: Class A Common Stock · 100,000 shares Expires 2030-08-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option vests and becomes exercisable as to 25% of the underlying shares on February 1, 2020 and in 36 equal monthly installments thereafter. Read SEC document |
| August 24, 2022 Filed Aug 25, 2022 21:28 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | Exercise / conversionClass A Common Stock | 100,000 | $0.42 | $42,000.00 |
DisclosureSEC source: 0001628280-22-023724 · wf-form4_166146288165492.xml · nonDerivative · entry 1 COHEN ALAN S · CIK 0001183034 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Cohen Family Trust Disclosed balance after: 800,065 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 20:16 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | Exercise / conversionStock Option (Right to Buy) · Derivative | 106,157 | $0.00 Strike: $0.42 | $0.00 |
DisclosureSEC source: 0001104659-22-036123 · tm229748-2_4seq1.xml · derivative · entry 2 COHEN ALAN S · CIK 0001183034 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Cohen Family Trust Disclosed balance after: 57,161 Underlying: Class A Common Stock · 106,157 shares Expires 2030-08-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option vests and becomes exercisable as to 25% of the underlying shares on October 1, 2019 and in 36 equal monthly installments thereafter. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 20:16 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | Exercise / conversionClass A Common Stock | 106,157 | $0.42 | $44,585.94 |
DisclosureSEC source: 0001104659-22-036123 · tm229748-2_4seq1.xml · nonDerivative · entry 1 COHEN ALAN S · CIK 0001183034 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Cohen Family Trust Disclosed balance after: 700,065 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 22:07 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantStock Option (Right to Buy) · Derivative | 192,482 | Not disclosed Strike: $0.42 | Not disclosed |
DisclosureSEC source: 0001104659-21-094062 · tm2122604-13_4seq1.xml · derivative · entry 5 COHEN ALAN S · CIK 0001183034 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Cohen Family Trust Disclosed balance after: 192,482 Underlying: Class A Common Stock · 192,482 shares Expires 2030-08-16 F1 · shares: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F1 · price: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F5 · derivative.exercise_date: The option vests and becomes exercisable as to 25% of the underlying shares on November 19, 2020 and in 36 equal monthly installments thereafter. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 22:07 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantStock Option (Right to Buy) · Derivative | 223,979 | Not disclosed Strike: $0.42 | Not disclosed |
DisclosureSEC source: 0001104659-21-094062 · tm2122604-13_4seq1.xml · derivative · entry 4 COHEN ALAN S · CIK 0001183034 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Cohen Family Trust Disclosed balance after: 223,979 Underlying: Class A Common Stock · 223,979 shares Expires 2030-08-16 F1 · shares: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F1 · price: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F4 · derivative.exercise_date: The option vests and becomes exercisable as to 25% of the underlying shares on February 1, 2020 and in 36 equal monthly installments thereafter. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 22:07 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantStock Option (Right to Buy) · Derivative | 163,318 | Not disclosed Strike: $0.42 | Not disclosed |
DisclosureSEC source: 0001104659-21-094062 · tm2122604-13_4seq1.xml · derivative · entry 3 COHEN ALAN S · CIK 0001183034 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Cohen Family Trust Disclosed balance after: 163,318 Underlying: Class A Common Stock · 163,318 shares Expires 2030-08-16 F1 · shares: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F1 · price: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F3 · derivative.exercise_date: The option vests and becomes exercisable as to 25% of the underlying shares on October 1, 2019 and in 36 equal monthly installments thereafter. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 22:07 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantPerformance Rights · Derivative | 138,972 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-094062 · tm2122604-13_4seq1.xml · derivative · entry 2 COHEN ALAN S · CIK 0001183034 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Cohen Family Trust Disclosed balance after: 138,972 Underlying: Class A Common Stock · 138,972 shares Expires not disclosed F1 · derivative.exercise_price: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F2 · shares: Each performance right represents a contingent right to receive one share of the Issuer's Class A common stock. Pursuant to an "Earn Out" provision in the Merger Agreement, the performance rights vest upon the Issuer's Class A Common stock achieving a specified price per share as follows: (i) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $12.50 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026; (ii) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $15.00 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026; and (iii) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $17.50 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026 F1 · price: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F1 · derivative.exercise_date: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F1 · derivative.expiration_date: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 22:07 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantClass A Common Stock | 593,908 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-094062 · tm2122604-13_4seq1.xml · nonDerivative · entry 1 COHEN ALAN S · CIK 0001183034 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Cohen Family Trust Disclosed balance after: 593,908 F1 · shares: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F1 · price: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). 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.