Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Xos, Inc.XOS · Entity 7263 | Chief Financial Officer | May 10, 2023 | May 12, 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.
Xos, Inc.
Report date May 10, 2023 · Filed May 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 580,221 |
Reported balance
After 2023-05-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-10 · Tax withholding · Disposed 2,521 · Balance 580,221 F1: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's previously reported Restricted Stock Unit ("RSU") grant. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2: Includes 247,814 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: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's previously reported Restricted Stock Unit ("RSU") grant. Each RSU represents a contingent right to receive one share of common stock upon settlement.
F2: Includes 247,814 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 |
|---|---|---|---|---|---|---|
| May 10, 2023 Filed May 12, 2023 16:46 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 2,521 | $0.54 | $1,361.34 |
DisclosureSEC source: 0001819493-23-000122 · wf-form4_168392435065647.xml · nonDerivative · entry 1 Afemikhe Kingsley · CIK 0001877932 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 580,221 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's previously reported Restricted Stock Unit ("RSU") grant. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2 · balance_after: Includes 247,814 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 19:48 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 28,930 | $0.61 | $17,647.30 |
DisclosureSEC source: 0001819493-23-000085 · wf-form4_168134331741115.xml · nonDerivative · entry 1 Afemikhe Kingsley · CIK 0001877932 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 582,742 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's previously reported Restricted Stock Unit ("RSU") Award. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2 · balance_after: Includes 255,102 unvested restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| July 11, 2022 Filed Jul 13, 2022 19:11 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 340,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-042076 · doc4.xml · nonDerivative · entry 3 Afemikhe Kingsley · CIK 0001877932 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611,672 F3 · kind: Represents the grant of RSUs. Each RSU represents a contingent right to receive one share of Common Stock upon settlement. The RSUs vest as to 25% on April 10, 2023 and the remaining RSUs vest ratably on each of the next twelve (12) Quarterly Vesting Dates thereafter. "Quarterly Vesting Dates" mean each of March 10, June 10, September 10, and December 10, provided, however, that to the extent any such date occurs on a weekend day or U.S. federal holiday, the Quarterly Vesting Date will be deemed to occur on the immediately following day that is not a weekend day or U.S. federal holiday, subject to such Reporting Person's continuous service with the Issuer through such vesting date. Read SEC document |
| March 09, 2022 Filed Jul 13, 2022 19:11 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 8,972 | $2.64 | $23,686.08 |
DisclosureSEC source: 0001209191-22-042076 · doc4.xml · nonDerivative · entry 2 Afemikhe Kingsley · CIK 0001877932 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,536 F2 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the RSU. Read SEC document |
| March 09, 2022 Filed Jul 13, 2022 19:11 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 21,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-042076 · doc4.xml · nonDerivative · entry 1 Afemikhe Kingsley · CIK 0001877932 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,508 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock upon settlement. The RSUs are fully vested as of the grant date. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 17:04 UTC | Xos, Inc. XOS · Entity 7263 | GrantStock Option (Right to Buy) · Derivative | 775,851 | Not disclosed Strike: $0.02 | Not disclosed |
DisclosureSEC source: 0001209191-21-053168 · doc4.xml · derivative · entry 2 Afemikhe Kingsley · CIK 0001877932 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 775,851 Underlying: Common Stock · 775,851 shares Expires 2030-07-21 F1 · kind: Received pursuant to the Agreement and Plan of Merger, dated as of February 21, 2021, as amended on May 14, 2021, by and among NextGen Acquisition Corporation ("Acquiror"), Sky Merger Sub I, Inc., a Delaware corporation and wholly owned subsidiary of Acquiror ("Merger Sub") and Xos, Inc. ("Xos"), pursuant to which Merger Sub was merged with and into Xos, whereupon the separate existence of Merger Sub ceased and Xos became the surviving company and continued in existence as a subsidiary of Acquiror, which subsequently changed its name to Xos, Inc. (the "Issuer"). F3 · price: Received in exchange for a Stock Option to purchase 528,750 shares of Xos Common Stock, of which 132,187 have been exercised. F2 · derivative.exercise_date: 25% of the stock option vested and became exercisable on August 1, 2021, and thereafter vests as to 1/48th of the shares in equal monthly installments, until such time as the option is 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 17:04 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 258,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-053168 · doc4.xml · nonDerivative · entry 1 Afemikhe Kingsley · CIK 0001877932 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,615 F1 · kind: Received pursuant to the Agreement and Plan of Merger, dated as of February 21, 2021, as amended on May 14, 2021, by and among NextGen Acquisition Corporation ("Acquiror"), Sky Merger Sub I, Inc., a Delaware corporation and wholly owned subsidiary of Acquiror ("Merger Sub") and Xos, Inc. ("Xos"), pursuant to which Merger Sub was merged with and into Xos, whereupon the separate existence of Merger Sub ceased and Xos became the surviving company and continued in existence as a subsidiary of Acquiror, which subsequently changed its name to Xos, Inc. (the "Issuer"). F1 · price: Received pursuant to the Agreement and Plan of Merger, dated as of February 21, 2021, as amended on May 14, 2021, by and among NextGen Acquisition Corporation ("Acquiror"), Sky Merger Sub I, Inc., a Delaware corporation and wholly owned subsidiary of Acquiror ("Merger Sub") and Xos, Inc. ("Xos"), pursuant to which Merger Sub was merged with and into Xos, whereupon the separate existence of Merger Sub ceased and Xos became the surviving company and continued in existence as a subsidiary of Acquiror, which subsequently changed its name to Xos, Inc. (the "Issuer"). 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.