Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baker Hughes CoBHGE · Entity 2993 | Director | July 03, 2017 | July 03, 2017 |
| Bloom Energy CorpBE · Entity 2659 | Director | September 30, 2026 | October 03, 2026 |
| HENNESSY CAPITAL INVESTMENT CORP. VHCICU · Entity 143773 | Director | January 14, 2021 | January 15, 2021 |
| TWILIO INCTWLO · Entity 3109 | Director | September 15, 2026 | September 17, 2026 |
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.
Baker Hughes Co
Report date July 03, 2017 · Filed July 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2017-07-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,000 |
Bloom Energy Corp
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 201,324 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 81 · Balance 201,324 F1: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan.
HENNESSY CAPITAL INVESTMENT CORP. V
Report date January 14, 2021 · Filed January 15, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-01-14 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the registrant's registration statement on Form S-1 (File No. 333-251609) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. F2: The reporting person also has pecuniary interests in shares of Class B common stock through his membership interest in Hennessy Capital Partners V LLC, over which the reporting person does not have voting or dispositive control. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the registrant's registration statement on Form S-1 (File No. 333-251609) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date.
F2: The reporting person also has pecuniary interests in shares of Class B common stock through his membership interest in Hennessy Capital Partners V LLC, over which the reporting person does not have voting or dispositive control.
TWILIO INC
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,463 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 352 · Balance 1,463 F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 33,411 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 33,411 F2: These shares are held by the Jeffrey R. Immelt February 2026 Twilio GRAT, dated March 4, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.
F2: These shares are held by the Jeffrey R. Immelt February 2026 Twilio GRAT, dated March 4, 2026.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ATHENAHEALTH INC
Report date February 11, 2019 · Filed February 13, 2019
Section 16 reporting ended · disclosed 2019-02-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-02-11 transaction · row 1
1 source rowRow 1 · 2019-02-11 · Disposition to issuer · Disposed 18,762 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of November 11, 2018, among athenahealth, Inc. (the "Company"), May Holding Corp., and May Merger Sub Inc. (the "Merger Agreement"), on February 11, 2019, each share of athenahealth common stock, par value $0.01 ("Common Stock") issued and outstanding immediately prior to the Effective Time (as defined in the Merger Agreement) and not otherwise excluded pursuant to the terms of the Merger Agreement, was converted into the right to receive $135.00 per share in cash (the "Merger Consideration"), subject to any required withholding taxes. F2: 3,044 of these securities represent shares of Common Stock underlying athenahealth restricted stock unit ("RSU") awards subject to time-based vesting. Pursuant to the Merger Agreement, on February 11, 2019, unvested RSUs outstanding immediately prior to the Effective Time were canceled and converted into the right to receive the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of November 11, 2018, among athenahealth, Inc. (the "Company"), May Holding Corp., and May Merger Sub Inc. (the "Merger Agreement"), on February 11, 2019, each share of athenahealth common stock, par value $0.01 ("Common Stock") issued and outstanding immediately prior to the Effective Time (as defined in the Merger Agreement) and not otherwise excluded pursuant to the terms of the Merger Agreement, was converted into the right to receive $135.00 per share in cash (the "Merger Consideration"), subject to any required withholding taxes.
F2: 3,044 of these securities represent shares of Common Stock underlying athenahealth restricted stock unit ("RSU") awards subject to time-based vesting. Pursuant to the Merger Agreement, on February 11, 2019, unvested RSUs outstanding immediately prior to the Effective Time were canceled and converted into the right to receive the Merger Consideration.
Desktop Metal, Inc.
Report date April 02, 2025 · Filed April 04, 2025
Section 16 reporting ended · disclosed 2025-04-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-04-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-04-02 · Exercise / conversion · Acquired 28,571 · Balance 46,514 F1: The non-employee directors' restricted stock units that were outstanding immediately prior to the consummation of the merger were vested, converted into the Issuer's Class A Common Stock, cancelled and converted into the right to receive the Per Share Merger Consideration. Row 2 · 2025-04-02 · Disposition to issuer · Disposed 46,514 · Balance 0 F2: Pursuant to the Agreement and Plan of Merger, dated as of July 2, 2024 (the "Merger Agreement"), by and among Desktop Metal, Inc. (the "Issuer"), Nano Dimension Ltd., an Israeli company ("Nano"), and Nano US I, Inc., a Delaware corporation and an indirect wholly owned subsidiary of Nano ("Merger Sub"), on April 2, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as an indirect wholly owned subsidiary of Nano. At the Effective Time, each outstanding share of Class A Common Stock was cancelled and converted into the right to receive $5.295 in cash, without interest (the "Per Share Merger Consideration"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-02 · Exercise / conversion · Disposed 28,571 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one shares of the Issuer's Class A Common Stock. F1: The non-employee directors' restricted stock units that were outstanding immediately prior to the consummation of the merger were vested, converted into the Issuer's Class A Common Stock, cancelled and converted into the right to receive the Per Share Merger Consideration. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $24.57 · Expires 2028-05-10 | Direct | 0 |
Reported balance
After 2025-04-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-04-02 · Disposition to issuer · Disposed 39,078 · Balance 0 F4: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option was cancelled and converted into the right to receive an amount of cash equal to the product of (i) the excess of the Per Share Merger Consideration over the per share exercise price of such option, multiplied by (ii) the number of shares of common stock subject to the vested portion of the option immediately prior to the Effective Time, without interest and less applicable tax withholdings. Any options that have a per share exercise price equal to or exceeding the Per Share Merger Consideration were cancelled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: The non-employee directors' restricted stock units that were outstanding immediately prior to the consummation of the merger were vested, converted into the Issuer's Class A Common Stock, cancelled and converted into the right to receive the Per Share Merger Consideration.
F2: Pursuant to the Agreement and Plan of Merger, dated as of July 2, 2024 (the "Merger Agreement"), by and among Desktop Metal, Inc. (the "Issuer"), Nano Dimension Ltd., an Israeli company ("Nano"), and Nano US I, Inc., a Delaware corporation and an indirect wholly owned subsidiary of Nano ("Merger Sub"), on April 2, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as an indirect wholly owned subsidiary of Nano. At the Effective Time, each outstanding share of Class A Common Stock was cancelled and converted into the right to receive $5.295 in cash, without interest (the "Per Share Merger Consideration").
F3: Each restricted stock unit represents a contingent right to receive one shares of the Issuer's Class A Common Stock.
F4: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option was cancelled and converted into the right to receive an amount of cash equal to the product of (i) the excess of the Per Share Merger Consideration over the per share exercise price of such option, multiplied by (ii) the number of shares of common stock subject to the vested portion of the option immediately prior to the Effective Time, without interest and less applicable tax withholdings. Any options that have a per share exercise price equal to or exceeding the Per Share Merger Consideration were cancelled for no consideration.
GENERAL ELECTRIC CO
Report date May 15, 2017 · Filed May 15, 2017
Section 16 reporting ended · disclosed 2006-08-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,573,926 |
Ending reported balance
After 2017-05-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-05-15 · Purchase · Acquired 88,000 · Balance 2,561,926 F1: All transactions reported on this Form 4 were conducted by a broker through a systematic internalizer. Row 2 · 2017-05-15 · Purchase · Acquired 12,000 · Balance 2,573,926 |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) | 33,052 |
Reported balance
Holding disclosure · report date 2017-05-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 33,052 |
| Common StockSEC Table I · non-derivative | Indirectby family trust | 618 |
Reported balance
Holding disclosure · report date 2017-05-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 618 |
Filing footnotes · ownership attribution and instrument terms
F1: All transactions reported on this Form 4 were conducted by a broker through a systematic internalizer.
NeueHealth, Inc.
Report date October 02, 2025 · Filed October 06, 2025
Section 16 reporting ended · disclosed 2025-10-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-10-02 transaction · row 1
1 source rowRow 1 · 2025-10-02 · Disposition to issuer · Disposed 23,918 · Balance 0 F1: On October 2, 2025, NH Holdings 2025, Inc. ("Parent"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Parent and NH Holdings Acquisition 2025, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), dated as of December 23, 2024 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger"). Parent and Merger Sub are indirectly controlled by private investment funds affiliated with New Enterprise Associates, Inc. F2: Pursuant to the Rollover Agreement, dated as of September 23, 2025 (the "Rollover Agreement"), entered into by and among NH Holdings 2025 SPV, L.P. ("Holdings"), NH Holdings 2025, Inc., NH Holdings Acquisition 2025, Inc. and the Reporting Person, the Reporting Person contributed its shares of Issuer common stock, Series A Convertible Perpetual Preferred Stock ("Series A Preferred Stock") and Series B Convertible Perpetual Preferred Stock ("Series B Preferred Stock") to Holdings in exchange for Holdings common units, series A preferred units and series B preferred units on a one for one basis in accordance with the Rollover Agreement, and effective as of the effective time of the Merger (the "Effective Time"). |
Filing footnotes · ownership attribution and instrument terms
F1: On October 2, 2025, NH Holdings 2025, Inc. ("Parent"), acquired the Issuer pursuant to a certain Agreement and Plan of Merger entered into by and among the Issuer, Parent and NH Holdings Acquisition 2025, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), dated as of December 23, 2024 (the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger"). Parent and Merger Sub are indirectly controlled by private investment funds affiliated with New Enterprise Associates, Inc.
F2: Pursuant to the Rollover Agreement, dated as of September 23, 2025 (the "Rollover Agreement"), entered into by and among NH Holdings 2025 SPV, L.P. ("Holdings"), NH Holdings 2025, Inc., NH Holdings Acquisition 2025, Inc. and the Reporting Person, the Reporting Person contributed its shares of Issuer common stock, Series A Convertible Perpetual Preferred Stock ("Series A Preferred Stock") and Series B Convertible Perpetual Preferred Stock ("Series B Preferred Stock") to Holdings in exchange for Holdings common units, series A preferred units and series B preferred units on a one for one basis in accordance with the Rollover Agreement, and effective as of the effective time of the Merger (the "Effective Time").
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 17, 2023 Filed May 19, 2023 23:41 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 16,316 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013444 · doc4.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,252 F1 · shares: Restricted stock units ("RSUs") granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. The RSUs will vest on the date of the next annual stockholder meeting, subject to his continued service through the vesting date. Vested shares will be delivered to the Reporting Person on January 1 following the year in which the Reporting Person terminates service with the Issuer pursuant to the terms of the Bloom Energy Corporation 2021 Deferred Compensation Plan. Read SEC document |
| May 13, 2023 Filed May 17, 2023 00:31 UTC | NeueHealth, Inc. BHG · Entity 74308 | Exercise / conversionRestricted Stock Units · Derivative | 95,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-018532 · wf-form4_168428346137571.xml · derivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 95,109 shares Expires not disclosed 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: All of the restricted stock units vested on May 13, 2023, one year from the grant date. F2 · derivative.expiration_date: All of the restricted stock units vested on May 13, 2023, one year from the grant date. Read SEC document |
| May 13, 2023 Filed May 17, 2023 00:31 UTC | NeueHealth, Inc. BHG · Entity 74308 | Exercise / conversionCommon Stock | 95,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-018532 · wf-form4_168428346137571.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 693,121 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 |
| May 12, 2023 Filed May 17, 2023 00:31 UTC | NeueHealth, Inc. BHG · Entity 74308 | GrantRestricted Stock Units · Derivative | 380,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-018532 · wf-form4_168428346137571.xml · derivative · entry 3 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 380,434 Underlying: Common Stock · 380,434 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: All of the restricted stock units vest on May 12, 2024, one year from the grant date. F3 · derivative.expiration_date: All of the restricted stock units vest on May 12, 2024, one year from the grant date. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 23:59 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,442 | $19.93 | $28,739.06 |
DisclosureSEC source: 0000899243-23-010554 · doc4.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,936 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:54 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 1,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-23-000063 · wf-form4_167909003608681.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,052 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 01:25 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,504 | $19.12 | $28,756.48 |
DisclosureSEC source: 0000899243-23-000438 · doc4.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,494 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 22:50 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 1,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-22-000220 · wf-form4_167148980787952.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,877 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. Read SEC document |
| December 14, 2022 Filed Dec 17, 2022 00:30 UTC | NeueHealth, Inc. BHG · Entity 74308 | PurchaseCommon Stock | 400,000 | $0.62 | $248,000.00 |
DisclosureSEC source: 0001628280-22-032138 · wf-form4_167123699736835.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598,012 F1 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $0.57 to $0.67 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 21:06 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,438 | $19.99 | $28,745.62 |
DisclosureSEC source: 0000899243-22-032691 · doc4.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,990 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 22:41 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 1,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-22-000171 · wf-form4_166362716032756.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,257 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:30 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 2,208 | $16.50 | $36,432.00 |
DisclosureSEC source: 0000899243-22-024758 · doc4.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,552 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 21:10 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-22-000119 · wf-form4_165550021345066.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,216 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. Read SEC document |
| June 09, 2022 Filed Jun 10, 2022 21:12 UTC | Desktop Metal, Inc. DM · Entity 80930 | GrantRestricted Stock Units · Derivative | 60,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-006458 · form4-06102022_060649.xml · derivative · entry 3 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,085 Underlying: Class A Common Stock · 60,085 shares Expires not disclosed F1 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Class A Common Stock for each RSU. F3 · derivative.exercise_date: The restricted stock units vest and settle on the earlier of (i) June 9, 2023 or (ii) the day immediately prior to the date of the Issuer's next annual stockholder meeting, subject to the Reporting Person's continued service to Issuer. The restricted stock units have no expiration date. F3 · derivative.expiration_date: The restricted stock units vest and settle on the earlier of (i) June 9, 2023 or (ii) the day immediately prior to the date of the Issuer's next annual stockholder meeting, subject to the Reporting Person's continued service to Issuer. The restricted stock units have no expiration date. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 21:12 UTC | Desktop Metal, Inc. DM · Entity 80930 | Exercise / conversionRestricted Stock Units · Derivative | 15,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-006458 · form4-06102022_060649.xml · derivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,368 Underlying: Class A Common Stock · 15,368 shares Expires not disclosed 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: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Class A Common Stock for each RSU. F2 · derivative.exercise_date: The restricted stock units vested on June 8, 2022. The restricted stock units have no expiration date. F2 · derivative.expiration_date: The restricted stock units vested on June 8, 2022. The restricted stock units have no expiration date. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 21:12 UTC | Desktop Metal, Inc. DM · Entity 80930 | Exercise / conversionClass A Common Stock | 15,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-006458 · form4-06102022_060649.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,125 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 · price: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Class A Common Stock for each RSU. Read SEC document |
| May 13, 2022 Filed May 18, 2022 00:21 UTC | NeueHealth, Inc. BHG · Entity 74308 | GrantRestricted Stock Units · Derivative | 95,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005188 · form4-05172022_050507.xml · derivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,109 Underlying: Common Stock · 95,109 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest one year from the date of the grant. F2 · derivative.expiration_date: The restricted stock units vest one year from the date of the grant. Read SEC document |
| May 11, 2022 Filed May 14, 2022 01:02 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 2,061 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-018064 · doc4.xml · nonDerivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,344 F1 · shares: Restricted stock units ("RSUs") granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. The RSUs will vest on the date of the next annual stockholder meeting, subject to his continued service through the vesting date. Read SEC document |
| May 11, 2022 Filed May 14, 2022 01:02 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 16,488 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-018064 · doc4.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,283 F1 · shares: Restricted stock units ("RSUs") granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. The RSUs will vest on the date of the next annual stockholder meeting, subject to his continued service through the vesting date. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 21:48 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,086 | $24.15 | $26,226.90 |
DisclosureSEC source: 0001664703-22-000050 · wf-form4_164884971744328.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,795 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:53 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 431 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-22-000063 · wf-form4_164755039656054.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,456 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:39 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-21-000304 · wf-form4_163977718235863.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,025 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 23:59 UTC | TWILIO INC TWLO · Entity 3109 | PurchaseClass A Common Stock | 3,400 | $295.82 | $1,005,796.16 |
DisclosureSEC source: 0001447669-21-000270 · wf-form4_163702074328656.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,762 F1 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $295.635 to $295.95 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 16:05 UTC | Desktop Metal, Inc. DM · Entity 80930 | OtherClass A Common Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-004482 · form4-09172021_010927.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,757 F1 · kind: Represents an acquisition pursuant to an in-kind distribution of the Issuer's Class A Common Stock by NEA Partners 15, L.P. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 20:38 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 210 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-21-000236 · wf-form4_163191109818259.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,362 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 20:49 UTC | NeueHealth, Inc. BHG · Entity 74308 | PurchaseCommon Stock | 114,000 | $8.80 | $1,003,428.00 |
DisclosureSEC source: 0001415889-21-003814 · form4-08062021_010819.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,012 F1 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.6049 to $8.98 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 27, 2021 Filed Jul 29, 2021 17:18 UTC | Desktop Metal, Inc. DM · Entity 80930 | GrantRestricted Stock Units · Derivative | 15,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-097687 · tm2123512-5_4seq1.xml · derivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,368 Underlying: Class A Common Stock · 15,368 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest and settle on the earlier of (i) July 27, 2022 or (ii) the day immediately prior to the date of the Issuer's next annual stockholder meeting, subject to the Reporting Person's continued service to Issuer. The restricted stock units have no expiration date. F2 · derivative.expiration_date: The restricted stock units vest and settle on the earlier of (i) July 27, 2022 or (ii) the day immediately prior to the date of the Issuer's next annual stockholder meeting, subject to the Reporting Person's continued service to Issuer. The restricted stock units have no expiration date. Read SEC document |
| June 28, 2021 Filed Jul 1, 2021 01:30 UTC | NeueHealth, Inc. BHG · Entity 74308 | ConversionSeries E Preferred · Derivative | 14,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044193 · doc4.xml · derivative · entry 4 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,079 shares Expires not disclosed 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: Each share of the Issuer's Series D Preferred Stock and Series E Preferred Stock converted into shares of the Issuer's common stock on a 1:3 basis immediately prior to the closing of the Issuer's initial public offering. These preferred shares had no expiration date. F1 · derivative.exercise_date: Each share of the Issuer's Series D Preferred Stock and Series E Preferred Stock converted into shares of the Issuer's common stock on a 1:3 basis immediately prior to the closing of the Issuer's initial public offering. These preferred shares had no expiration date. F1 · derivative.expiration_date: Each share of the Issuer's Series D Preferred Stock and Series E Preferred Stock converted into shares of the Issuer's common stock on a 1:3 basis immediately prior to the closing of the Issuer's initial public offering. These preferred shares had no expiration date. Read SEC document |
| June 28, 2021 Filed Jul 1, 2021 01:30 UTC | NeueHealth, Inc. BHG · Entity 74308 | ConversionSeries D Preferred · Derivative | 13,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044193 · doc4.xml · derivative · entry 3 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 39,933 shares Expires not disclosed 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: Each share of the Issuer's Series D Preferred Stock and Series E Preferred Stock converted into shares of the Issuer's common stock on a 1:3 basis immediately prior to the closing of the Issuer's initial public offering. These preferred shares had no expiration date. F1 · derivative.exercise_date: Each share of the Issuer's Series D Preferred Stock and Series E Preferred Stock converted into shares of the Issuer's common stock on a 1:3 basis immediately prior to the closing of the Issuer's initial public offering. These preferred shares had no expiration date. F1 · derivative.expiration_date: Each share of the Issuer's Series D Preferred Stock and Series E Preferred Stock converted into shares of the Issuer's common stock on a 1:3 basis immediately prior to the closing of the Issuer's initial public offering. These preferred shares had no expiration date. Read SEC document |
| June 28, 2021 Filed Jul 1, 2021 01:30 UTC | NeueHealth, Inc. BHG · Entity 74308 | ConversionCommon Stock | 44,079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-044193 · doc4.xml · nonDerivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,012 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 · price: Each share of the Issuer's Series D Preferred Stock and Series E Preferred Stock converted into shares of the Issuer's common stock on a 1:3 basis immediately prior to the closing of the Issuer's initial public offering. These preferred shares had no expiration date. Read SEC document |
| June 28, 2021 Filed Jul 1, 2021 01:30 UTC | NeueHealth, Inc. BHG · Entity 74308 | ConversionCommon Stock | 39,933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-044193 · doc4.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,933 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 · price: Each share of the Issuer's Series D Preferred Stock and Series E Preferred Stock converted into shares of the Issuer's common stock on a 1:3 basis immediately prior to the closing of the Issuer's initial public offering. These preferred shares had no expiration date. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 16:30 UTC | Desktop Metal, Inc. DM · Entity 80930 | OtherClass A Common Stock | 322 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-079451 · tm2119242-6_4seq1.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,578 F1 · kind: Represents an acquisition pursuant to an in-kind distribution of the Issuer's Class A Common Stock by NEA Partners 15, L.P. Read SEC document |
| May 17, 2021 Filed May 19, 2021 22:41 UTC | Bloom Energy Corp BE · Entity 2659 | PurchaseClass A Common Stock | 38,000 | $19.82 | $753,046.00 |
DisclosureSEC source: 0001664703-21-000088 · wf-form4_162146405628455.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,709 F1 · price: Represents the weighted average purchase price per share. The shares were purchased in multiple transactions at prices ranging from $19.67 to $19.83 per share. Upon request by the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares purchased at each separate price. Read SEC document |
| May 12, 2021 Filed May 14, 2021 22:12 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001664703-21-000059 · wf-form4_162103032864968.xml · nonDerivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,709 F1 · shares: Restricted stock units ("RSUs") granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. The RSUs will vest on the date of the next annual stockholder meeting, subject to his continued service through the vesting date. Read SEC document |
| May 12, 2021 Filed May 14, 2021 22:12 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 10,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001664703-21-000059 · wf-form4_162103032864968.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,415 F1 · shares: Restricted stock units ("RSUs") granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. The RSUs will vest on the date of the next annual stockholder meeting, subject to his continued service through the vesting date. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 19:59 UTC | Desktop Metal, Inc. DM · Entity 80930 | GrantStock Option (right to buy) · Derivative | 390,789 | Not disclosed Strike: $2.46 | Not disclosed |
DisclosureSEC source: 0001209191-20-063084 · doc4.xml · derivative · entry 2 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,789 Underlying: Class A Common Stock · 390,789 shares Expires 2028-05-10 F1 · price: Pursuant to the business combination of Trine Acquisition Corp. and Desktop Metal, Inc. ("Old Desktop"), each share of Old Desktop outstanding common and preferred stock were automatically converted into the right to receive shares of the Issuer's Class A Common Stock based on a 1-to-1.221218442 conversion ratio (the "Conversion Ratio"). In addition, each outstanding Old Desktop equity award was automatically converted into a corresponding equity award of the Issuer based on the Conversion Ratio and with the same terms and vesting conditions as the Old Desktop equity awards. F2 · derivative.exercise_date: The stock option vests in equal monthly installments commencing May 11, 2018. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 19:59 UTC | Desktop Metal, Inc. DM · Entity 80930 | GrantClass A Common Stock | 14,256 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-063084 · doc4.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,256 F1 · price: Pursuant to the business combination of Trine Acquisition Corp. and Desktop Metal, Inc. ("Old Desktop"), each share of Old Desktop outstanding common and preferred stock were automatically converted into the right to receive shares of the Issuer's Class A Common Stock based on a 1-to-1.221218442 conversion ratio (the "Conversion Ratio"). In addition, each outstanding Old Desktop equity award was automatically converted into a corresponding equity award of the Issuer based on the Conversion Ratio and with the same terms and vesting conditions as the Old Desktop equity awards. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 00:02 UTC | Bloom Energy Corp BE · Entity 2659 | PurchaseClass A Common Stock | 70,000 | $14.86 | $1,040,354.00 |
DisclosureSEC source: 0001209191-20-047029 · doc4.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,058 F1 · price: Represents the weighted average purchase price per share. The shares were purchased in multiple transactions at prices ranging from $14.51 to $15.45 per share. Upon request by the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares purchased at each separate price. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:27 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 1,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-20-000107 · wf-form4_159139962697877.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,152 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"), each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs shall vest as follows: 100% of the RSUs shall vest on the earlier of June 3, 2021 or the date of the 2021 Annual Stockholder Meeting of the Issuer. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document |
| May 12, 2020 Filed May 14, 2020 21:29 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A common stock | 19,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029247 · doc4.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,058 F1 · shares: Restricted Stock Units granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. The RSUs will vest on the date of the next annual stockholder meeting subject to continued service through such vesting date. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 22:16 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A common stock | 15,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-056605 · doc4.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,245 F1 · shares: Represents restricted stock units that vest 100% on the date of the 2020 annual meeting of stockholders. Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 22:16 UTC | TWILIO INC TWLO · Entity 3109 | PurchaseClass A Common Stock | 8,500 | $122.78 | $1,043,670.80 |
DisclosureSEC source: 0001127602-19-026242 · form4.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,630 F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock. Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 22:52 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 3,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-022552 · form4.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,130 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"), each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs shall vest as follows: The RSUs will vest in equal annual installments over the next three years on each anniversary of the date of grant, subject to continued service to the Issuer through each vesting date. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 18:23 UTC | ATHENAHEALTH INC ATHN · Entity 160326 | Disposition to issuerCommon Stock | 18,762 | $135.00 | $2,532,870.00 |
DisclosureSEC source: 0001131096-19-000032 · wf-form4_155010020909856.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the terms of the Agreement and Plan of Merger, dated as of November 11, 2018, among athenahealth, Inc. (the "Company"), May Holding Corp., and May Merger Sub Inc. (the "Merger Agreement"), on February 11, 2019, each share of athenahealth common stock, par value $0.01 ("Common Stock") issued and outstanding immediately prior to the Effective Time (as defined in the Merger Agreement) and not otherwise excluded pursuant to the terms of the Merger Agreement, was converted into the right to receive $135.00 per share in cash (the "Merger Consideration"), subject to any required withholding taxes. F2 · shares: 3,044 of these securities represent shares of Common Stock underlying athenahealth restricted stock unit ("RSU") awards subject to time-based vesting. Pursuant to the Merger Agreement, on February 11, 2019, unvested RSUs outstanding immediately prior to the Effective Time were canceled and converted into the right to receive the Merger Consideration. Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 17:31 UTC | ATHENAHEALTH INC ATHN · Entity 160326 | GrantCommon Stock | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001131096-19-000004 · wf-form4_154931949873166.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,762 F1 · shares: Represents an award of restricted stock units ("RSUs") under the Issuer's 2007 Stock Option and Incentive Plan, as amended and restated (the "2007 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs are scheduled to fully vest on March 1, 2019. F2 · balance_after: Includes 3,044 units of common stock that were granted pursuant to RSU awards under the 2007 Plan. The units are subject to time-based vesting. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 16:47 UTC | ATHENAHEALTH INC ATHN · Entity 160326 | GrantCommon Stock | 1,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001131096-19-000002 · wf-form4_154655200473974.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,649 F1 · shares: Represents an award of restricted stock units ("RSUs") under the Issuer's 2007 Stock Option and Incentive Plan, as amended and restated (the "2007 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs are scheduled to fully vest on February 1, 2019. F2 · balance_after: Includes 3,076 units of common stock that were granted pursuant to RSU awards under the 2007 Plan. The units are subject to time-based vesting. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 18:10 UTC | ATHENAHEALTH INC ATHN · Entity 160326 | GrantCommon Stock | 1,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001131096-18-000221 · wf-form4_154396502745275.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,504 F1 · shares: Represents an award of restricted stock units ("RSUs") under the Issuer's 2007 Stock Option and Incentive Plan, as amended and restated (the "2007 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs fully vest on January 1, 2019. F2 · balance_after: Includes 3,062 units of common stock that were granted pursuant to RSU awards under the 2007 Plan. The RSUs are subject to time-based vesting and will be settled only in stock. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 20:25 UTC | ATHENAHEALTH INC ATHN · Entity 160326 | GrantCommon Stock | 1,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001131096-18-000205 · wf-form4_154146752494507.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,373 F1 · shares: Represents an award of restricted stock units ("RSUs") under the Issuer's 2007 Stock Option and Incentive Plan, as amended and restated (the "2007 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs fully vest on December 1, 2018. F2 · balance_after: Includes 3,110 units of common stock that were granted pursuant to RSU awards under the 2007 Plan. The RSUs are subject to time-based vesting and will be settled only in stock. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 16:47 UTC | ATHENAHEALTH INC ATHN · Entity 160326 | GrantCommon Stock | 1,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001131096-18-000196 · wf-form4_153859961638218.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,194 F1 · shares: Represents an award of restricted stock units ("RSUs") under the Issuer's 2007 Stock Option and Incentive Plan, as amended and restated (the "2007 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs fully vest on November 1, 2018. F2 · balance_after: Includes 6,892 units of common stock that were granted pursuant to RSU awards under the 2007 Plan. The RSUs are subject to time-based vesting and will be settled only in stock. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 17:25 UTC | ATHENAHEALTH INC ATHN · Entity 160326 | GrantCommon Stock | 3,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001131096-18-000191 · wf-form4_153626912592712.xml · nonDerivative · entry 1 IMMELT JEFFREY R · CIK 0001233164 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,009 F1 · shares: Represents an award of restricted stock units ("RSUs") under the Issuer's 2007 Stock Option and Incentive Plan, as amended and restated (the "2007 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs fully vest on October 1, 2018. F2 · balance_after: Includes 5,707 units of common stock that were granted pursuant to RSU awards under the 2007 Plan. The RSUs are subject to time-based vesting and will be settled only in stock. 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.