Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Workhorse Group Inc.WKHS · Entity 7322 | Chief Accounting Officer | May 02, 2023 | May 04, 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.
Workhorse Group Inc.
Report date May 02, 2023 · Filed May 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2024-12-31 | Direct | 18,565 |
Reported balance
After 2023-05-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-05-02 · Grant · Acquired 18,565 · Balance 18,565 F1: Represents Performance Share Units ("PSUs") granted to the reporting person on February 22, 2023, subject to stockholder approval of the Company's 2023 Long-Term Incentive Plan, which was obtained on May 2, 2023. Each PSU represents a contingent right to receive, at the Company's option, either one share of common stock of the Company or an equivalent cash value. Between 0% to 200% of the reported shares will vest based on the Company's performance compared to certain peer issuers, measured by the total return to shareholders over a performance period ending on December 31, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Performance Share Units ("PSUs") granted to the reporting person on February 22, 2023, subject to stockholder approval of the Company's 2023 Long-Term Incentive Plan, which was obtained on May 2, 2023. Each PSU represents a contingent right to receive, at the Company's option, either one share of common stock of the Company or an equivalent cash value. Between 0% to 200% of the reported shares will vest based on the Company's performance compared to certain peer issuers, measured by the total return to shareholders over a performance period ending on December 31, 2024.
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 02, 2023 Filed May 4, 2023 20:11 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantPerformance Share Units · Derivative | 18,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-015735 · wf-form4_168323110253279.xml · derivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,565 Underlying: Common Stock, $0.001 par value per share · 18,565 shares Expires 2024-12-31 F1 · derivative.exercise_price: Represents Performance Share Units ("PSUs") granted to the reporting person on February 22, 2023, subject to stockholder approval of the Company's 2023 Long-Term Incentive Plan, which was obtained on May 2, 2023. Each PSU represents a contingent right to receive, at the Company's option, either one share of common stock of the Company or an equivalent cash value. Between 0% to 200% of the reported shares will vest based on the Company's performance compared to certain peer issuers, measured by the total return to shareholders over a performance period ending on December 31, 2024. Read SEC document |
| February 25, 2023 Filed Feb 27, 2023 22:40 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 1,145 | $1.91 | $2,186.95 |
DisclosureSEC source: 0001425287-23-000049 · wf-form4_167753757657339.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,291 F1 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as of the closing trading price of the Company's common stock on the vesting date. Read SEC document |
| February 22, 2023 Filed Mar 17, 2023 21:12 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 55,694 | $2.02 | $112,501.88 |
DisclosureSEC source: 0001425287-23-000085 · wf-form4_167908752834610.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,985 F1 · shares: Represents shares of common stock granted by Workhorse Group Inc. (the "Company") under a Restricted Stock Award Agreement vesting in equal amounts over a three year period in one year intervals beginning on February 22, 2024, less shares relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on February 21, 2023. Read SEC document |
| June 27, 2022 Filed Jun 29, 2022 22:16 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 427 | $2.92 | $1,246.84 |
DisclosureSEC source: 0001425287-22-000080 · wf-form4_165654098126293.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,436 F1 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I, Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on June 27, 2022. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 20:04 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 1,128 | $3.04 | $3,429.12 |
DisclosureSEC source: 0001425287-22-000035 · wf-form4_164616505364326.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,863 F1 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on February 25, 2022. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:50 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantPerformance Share Units · Derivative | 14,851.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001425287-22-000015 · wf-form4_164582939725119.xml · derivative · entry 2 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,851.5 Underlying: Common Stock, $0.001 par value per share · 14,851.5 shares Expires 2024-12-31 F2 · derivative.exercise_price: Each Performance Share Unit represents a contingent right to receive either one share of common stock of the Company or an equivalent cash value. Between 0% to 200% of the reported shares will vest based on the Company's performance compared to certain peer issuers, measured by the total return to shareholders over a performance period ending on December 31, 2024. F2 · derivative.exercise_date: Each Performance Share Unit represents a contingent right to receive either one share of common stock of the Company or an equivalent cash value. Between 0% to 200% of the reported shares will vest based on the Company's performance compared to certain peer issuers, measured by the total return to shareholders over a performance period ending on December 31, 2024. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:50 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 69,307 | $3.03 | $210,000.21 |
DisclosureSEC source: 0001425287-22-000015 · wf-form4_164582939725119.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,991 F1 · shares: Represents shares of common stock granted by Workhorse Group Inc. (the "Company") under a Restricted Stock Award Agreement vesting in equal amounts over a three year period in one year intervals beginning on February 23, 2023, less shares relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on February 22, 2022. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 23:32 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 1,976 | $4.36 | $8,615.36 |
DisclosureSEC source: 0001425287-22-000003 · wf-form4_164133912929394.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,684 F1 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on December 31, 2021. Read SEC document |
| December 27, 2021 Filed Dec 28, 2021 22:01 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 8,750 | $5.18 | $45,325.00 |
DisclosureSEC source: 0001425287-21-000006 · wf-form4_164072885400480.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,660 F1 · shares: Represents 8,750 shares of common stock granted by Workhorse Group Inc. (the "Company") under a Restricted Stock Award Agreement vesting in equal amounts over a three year period in six month intervals beginning six months after the grant date, less shares relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on December 23, 2021. Read SEC document |
| August 25, 2021 Filed Sep 22, 2021 14:26 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 953 | $9.34 | $8,901.02 |
DisclosureSEC source: 0001628280-21-019019 · wf-form4_163232078424792.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,910 F1 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on August 25, 2021. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:04 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 14,300 | $15.64 | $223,652.00 |
DisclosureSEC source: 0001628280-21-013555 · wf-form4_162560546258570.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,863 F1 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on July 1, 2021. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:35 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 19,828 | $15.13 | $299,997.64 |
DisclosureSEC source: 0001628280-21-003645 · wf-form4_161463449972328.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,163 F1 · shares: Represents shares of common stock granted under a Restricted Stock Award Agreement vesting in equal amounts over a three year period in six month intervals. Read SEC document |
| January 27, 2021 Filed Jan 28, 2021 22:07 UTC | Workhorse Group Inc. WKHS · Entity 7322 | SaleCommon Stock, $0.001 par value per share | 3,223 | $35.00 | $112,805.00 |
DisclosureSEC source: 0001628280-21-001014 · wf-form4_161187161265339.xml · nonDerivative · entry 2 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,557 Read SEC document |
| January 27, 2021 Filed Jan 28, 2021 22:07 UTC | Workhorse Group Inc. WKHS · Entity 7322 | SaleCommon Stock, $0.001 par value per share | 3,222 | $40.00 | $128,880.00 |
DisclosureSEC source: 0001628280-21-001014 · wf-form4_161187161265339.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,335 Read SEC document |
| January 08, 2021 Filed Jan 12, 2021 22:33 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 7,034 | $19.78 | $139,132.52 |
DisclosureSEC source: 0001628280-21-000403 · wf-form4_161049080346938.xml · nonDerivative · entry 2 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,003 F2 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on December 31, 2020. Read SEC document |
| January 08, 2021 Filed Jan 12, 2021 22:33 UTC | Workhorse Group Inc. WKHS · Entity 7322 | SaleCommon Stock, $0.001 par value per share | 3,223 | $27.91 | $89,953.93 |
DisclosureSEC source: 0001628280-21-000403 · wf-form4_161049080346938.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,780 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b-5 trading plan. Read SEC document |
| September 14, 2020 Filed Sep 16, 2020 20:56 UTC | Workhorse Group Inc. WKHS · Entity 7322 | SaleCommon Stock, $0.001 par value per share | 10,869 | $23.85 | $259,225.65 |
DisclosureSEC source: 0001628280-20-013671 · wf-form4_160028974668239.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,037 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b-5 trading plan. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 21:30 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 12,279 | $19.18 | $235,511.22 |
DisclosureSEC source: 0001213900-20-016784 · ownership.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,906 F1 · shares: Represents shares of common stock granted by Workhorse Group Inc. (the "Company") under a Restricted Stock Award Agreement vesting in equal amounts over a three year period in six month intervals less shares relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on July 1, 2020. Read SEC document |
| May 21, 2020 Filed May 26, 2020 20:43 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 33,019 | $2.65 | $87,500.35 |
DisclosureSEC source: 0001628280-20-008409 · wf-form4_159052579971718.xml · nonDerivative · entry 1 Ackerson Gregory T. · CIK 0001794172 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,185 F1 · shares: Represents shares of common stock granted under a Restricted Stock Award Agreement vesting in equal amounts over a three year period in six month intervals. 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.