Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Climate Real Impact Solutions II Acquisition CorpCLIM.U · Entity 143424 | Chief Commercial Officer | January 26, 2021 | January 26, 2021 |
| EVgo Inc.EVGO · Entity 5642 | Director | July 29, 2021 | August 02, 2021 |
| NIKE, Inc.NKE · Entity 2537 | Director | October 18, 2021 | October 20, 2021 |
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.
Climate Real Impact Solutions II Acquisition Corp
Report date January 26, 2021 · Filed January 26, 2021
This filing explicitly reported no securities owned.
EVgo Inc.
Report date July 29, 2021 · Filed August 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 565,201 |
Ending reported balance
After 2021-07-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-07-29 · Other · Acquired 455,201 · Balance 455,201 F1: Represents a pro-rata in kind distribution of Class A Common Stock of the Issuer by Climate Change Crisis Real Impact I Sponsor, LLC (the "Consortium") without consideration to its members. Row 2 · 2021-07-29 · Other · Acquired 110,000 · Balance 565,201 F2: Represents a distribution of Class A Common Stock of the Issuer by CRIS PIPE ONE, LLC without consideration to its members. |
| WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $11.50 · Expires 2026-07-01 | Direct | 524,761 |
Reported balance
After 2021-07-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-07-29 · Other · Acquired 524,761 · Balance 524,761 F3: Represents a pro-rata in kind distribution of warrants to purchase Class A Common Stock of the Issuer by Consortium without consideration to its members. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a pro-rata in kind distribution of Class A Common Stock of the Issuer by Climate Change Crisis Real Impact I Sponsor, LLC (the "Consortium") without consideration to its members.
F2: Represents a distribution of Class A Common Stock of the Issuer by CRIS PIPE ONE, LLC without consideration to its members.
F3: Represents a pro-rata in kind distribution of warrants to purchase Class A Common Stock of the Issuer by Consortium without consideration to its members.
NIKE, Inc.
Report date October 18, 2021 · Filed October 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 18,839 |
Ending reported balance
After 2021-10-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-10-18 · Exercise / conversion · Acquired 14,000 · Balance 32,839 F1: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the fourteenth day of the third month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans. Row 2 · 2021-10-18 · Sale · Disposed 14,000 · Balance 18,839 F1: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the fourteenth day of the third month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.75 · Expires 2023-09-19 | Direct | 0 |
Reported balance
After 2021-10-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-10-18 · Exercise / conversion · Disposed 14,000 · Balance 0 F2: Option granted on 09/19/2013 and becomes exercisable with respect to 100% of the shares on the date of the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the fourteenth day of the third month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans.
F2: Option granted on 09/19/2013 and becomes exercisable with respect to 100% of the shares on the date of the first anniversary of the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
GENERAL ELECTRIC CO
Report date December 29, 2017 · Filed January 03, 2018
Section 16 reporting ended · disclosed 2018-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 241,633 |
Ending reported balance
After 2017-12-29 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2017-12-29 · Exercise / conversion · Acquired 15,000 · Balance 195,542 Row 2 · 2017-12-29 · Tax withholding · Disposed 8,260 · Balance 187,282 Row 3 · 2017-12-29 · Exercise / conversion · Acquired 16,200 · Balance 203,482 Row 4 · 2017-12-29 · Tax withholding · Disposed 8,955 · Balance 194,527 Row 5 · 2017-12-29 · Exercise / conversion · Acquired 90,000 · Balance 284,527 Row 6 · 2017-12-29 · Tax withholding · Disposed 50,068 · Balance 234,459 Row 7 · 2017-12-29 · Exercise / conversion · Acquired 16,200 · Balance 250,659 Row 8 · 2017-12-29 · Tax withholding · Disposed 9,026 · Balance 241,633 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2017-12-29 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2017-12-29 · Exercise / conversion · Disposed 15,000 · Balance 0 F1: 1 for 1 F2: The RSU award was granted on 7/25/2013 and the lapse was accelerated in connection with the reporting person's retirement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2017-12-29 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2017-12-29 · Exercise / conversion · Disposed 16,200 · Balance 0 F1: 1 for 1 F3: The RSU award was granted on 9/11/2015 and the lapse was accelerated in connection with the reporting person's retirement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2017-12-29 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2017-12-29 · Exercise / conversion · Disposed 90,000 · Balance 0 F1: 1 for 1 F4: The RSU award was granted on 7/28/2016 and the lapse was accelerated in connection with the reporting person's retirement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2017-12-29 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2017-12-29 · Exercise / conversion · Disposed 16,200 · Balance 0 F1: 1 for 1 F5: The RSU award was granted on 9/9/2016 and the lapse was accelerated in connection with the reporting person's retirement. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) plan | 28,199 |
Reported balance
Holding disclosure · report date 2017-12-29 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 28,199 |
| Common StockSEC Table I · non-derivative | IndirectBy family | 1,267 |
Reported balance
Holding disclosure · report date 2017-12-29 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 1,267 |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: The RSU award was granted on 7/25/2013 and the lapse was accelerated in connection with the reporting person's retirement.
F3: The RSU award was granted on 9/11/2015 and the lapse was accelerated in connection with the reporting person's retirement.
F4: The RSU award was granted on 7/28/2016 and the lapse was accelerated in connection with the reporting person's retirement.
F5: The RSU award was granted on 9/9/2016 and the lapse was accelerated in connection with the reporting person's retirement.
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 |
|---|---|---|---|---|---|---|
| July 27, 2013 Filed Jul 30, 2013 20:48 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-13-000080 · edgar.xml · derivative · entry 8 Comstock Elizabeth J · CIK 0001290186 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 10,000 shares Expires 2013-07-27 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_price: 1 for 1 Read SEC document |
| July 27, 2013 Filed Jul 30, 2013 20:48 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-13-000080 · edgar.xml · derivative · entry 7 Comstock Elizabeth J · CIK 0001290186 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock · 6,250 shares Expires 2013-07-27 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_price: 1 for 1 Read SEC document |
| July 27, 2013 Filed Jul 30, 2013 20:48 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 5,080 | $24.58 | $124,866.40 |
DisclosureSEC source: 0001231205-13-000080 · edgar.xml · nonDerivative · entry 4 Comstock Elizabeth J · CIK 0001290186 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,743 Read SEC document |
| July 27, 2013 Filed Jul 30, 2013 20:48 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-13-000080 · edgar.xml · nonDerivative · entry 3 Comstock Elizabeth J · CIK 0001290186 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,823 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 27, 2013 Filed Jul 30, 2013 20:48 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 3,175 | $24.58 | $78,041.50 |
DisclosureSEC source: 0001231205-13-000080 · edgar.xml · nonDerivative · entry 2 Comstock Elizabeth J · CIK 0001290186 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,823 Read SEC document |
| July 27, 2013 Filed Jul 30, 2013 20:48 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-13-000080 · edgar.xml · nonDerivative · entry 1 Comstock Elizabeth J · CIK 0001290186 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,998 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 25, 2013 Filed Jul 29, 2013 20:03 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-13-000078 · edgar.xml · derivative · entry 1 Comstock Elizabeth J · CIK 0001290186 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The Restricted Stock Units vest in five equal annual installments of 20% each, beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: The Restricted Stock Units vest in five equal annual installments of 20% each, beginning on the first anniversary of the grant date. Read SEC document |
| July 22, 2013 Filed Jul 23, 2013 16:34 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionStock Option (right to buy) · Derivative | 70,000 | $0.00 Strike: $9.57 | $0.00 |
DisclosureSEC source: 0001231205-13-000076 · edgar.xml · derivative · entry 5 Comstock Elizabeth J · CIK 0001290186 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 Underlying: Common Stock · 0 shares Expires 2019-03-12 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 22, 2013 Filed Jul 23, 2013 16:34 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | SaleCommon Stock | 49,300 | $24.87 | $1,226,091.00 |
DisclosureSEC source: 0001231205-13-000076 · edgar.xml · nonDerivative · entry 2 Comstock Elizabeth J · CIK 0001290186 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,748 Read SEC document |
| July 22, 2013 Filed Jul 23, 2013 16:34 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 70,000 | $9.57 | $669,900.00 |
DisclosureSEC source: 0001231205-13-000076 · edgar.xml · nonDerivative · entry 1 Comstock Elizabeth J · CIK 0001290186 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,048 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.