Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Core Scientific, Inc./txCORZ · Entity 389 | Chief Accounting Officer | September 19, 2022 | September 20, 2022 |
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.
Core Scientific, Inc./tx
Report date September 19, 2022 · Filed September 20, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 450,154 |
Reported balance
After 2022-09-19 transaction · row 1
1 source rowRow 1 · 2022-09-19 · Tax withholding · Disposed 2,436 · Balance 450,154 F1: Represents shares withheld to satisfy withholding tax obligations upon the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy withholding tax obligations upon the vesting of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| September 19, 2022 Filed Sep 20, 2022 22:58 UTC | Core Scientific, Inc./tx CORZ · Entity 389 | Tax withholdingCommon Stock | 2,436 | $1.66 | $4,043.76 |
DisclosureSEC source: 0001209191-22-050785 · doc4.xml · nonDerivative · entry 1 Neville Brian · CIK 0001906421 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,154 F1 · shares: Represents shares withheld to satisfy withholding tax obligations upon the vesting of restricted stock units. Read SEC document |
| June 24, 2022 Filed Jun 27, 2022 20:54 UTC | Core Scientific, Inc./tx CORZ · Entity 389 | Tax withholdingCommon Stock | 2,436 | $2.09 | $5,091.24 |
DisclosureSEC source: 0001209191-22-039496 · doc4.xml · nonDerivative · entry 1 Neville Brian · CIK 0001906421 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,590 F1 · shares: Represents shares withheld to satisfy withholding tax obligations upon the vesting of restricted stock units. Read SEC document |
| June 13, 2022 Filed Jun 17, 2022 01:39 UTC | Core Scientific, Inc./tx CORZ · Entity 389 | Tax withholdingCommon Stock | 25,018 | $2.02 | $50,536.36 |
DisclosureSEC source: 0001209191-22-037684 · doc4.xml · nonDerivative · entry 2 Neville Brian · CIK 0001906421 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,026 F2 · shares: Represents shares withheld to satisfy withholding tax obligations upon the vesting of RSUs. Read SEC document |
| June 13, 2022 Filed Jun 17, 2022 01:39 UTC | Core Scientific, Inc./tx CORZ · Entity 389 | GrantCommon Stock | 480,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037684 · doc4.xml · nonDerivative · entry 1 Neville Brian · CIK 0001906421 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480,044 F1 · shares: Represents restricted stock unit ("RSU") grants. These RSU grants previously were subject to milestone and time vesting. On June 13, 2022, the board of directors of the Issuer removed the milestone requirement. 100,010 of the RSUs vested immediately upon the removal of the milestone requirement; 40,003 will vest in 4 equal annual installments commencing on July 9, 2022; and 40,003 will vest in 4 equal annual installments commencing on October 4, 2022, provided that the Reporting Person continues to provide service to the Issuer on each vesting date. 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.