Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ChargePoint Holdings, Inc.CHPT · Entity 6581 | Director | July 08, 2025 | July 10, 2025 |
| Hyliion Holdings Corp.HYLN · Entity 5333 | Director | March 14, 2023 | March 15, 2023 |
| KROGER COKR · Entity 100 | Director | June 01, 2026 | June 02, 2026 |
| Mobileye Global Inc.MBLY · Entity 3701 | Director | December 05, 2025 | December 09, 2025 |
| NEWS CORPNWS · Entity 3322 | Director | January 03, 2017 | January 05, 2017 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 26, 2016 | April 28, 2016 |
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.
ChargePoint Holdings, Inc.
Report date July 08, 2025 · Filed July 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 422,096 |
Reported balance
After 2025-07-08 transaction · row 1
1 source rowRow 1 · 2025-07-08 · Grant · Acquired 254,785 · Balance 422,096 F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied in full on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied in full on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date.
Hyliion Holdings Corp.
Report date March 14, 2023 · Filed March 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,606 |
Reported balance
After 2023-03-14 transaction · row 1
1 source rowRow 1 · 2023-03-14 · Grant · Acquired 25,000 · Balance 57,606 F1: The Reporting Person received a grant of restricted stock units ("RSU Award") pursuant to the Issuer's 2020 Equity Incentive Plan. The RSU Award will vest on March 14, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person received a grant of restricted stock units ("RSU Award") pursuant to the Issuer's 2020 Equity Incentive Plan. The RSU Award will vest on March 14, 2024.
KROGER CO
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock - Incentive SharesSEC Table II · derivative / convertible security | Direct | 15,559.668 |
Reported balance
After 2026-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-01 · Grant · Acquired 88.021 · Balance 15,559.668 F1: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account. F2: Represents phantom stock acquired in dividend reinvestment transactions under a deferred compensation plan of The Kroger Co. F3: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. |
| Common StockSEC Table I · non-derivative | Direct | 4,083.512 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,083.512 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account.
F2: Represents phantom stock acquired in dividend reinvestment transactions under a deferred compensation plan of The Kroger Co.
F3: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co.
Mobileye Global Inc.
Report date December 05, 2025 · Filed December 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 40,096 |
Reported balance
After 2025-12-05 transaction · row 1
1 source rowRow 1 · 2025-12-05 · Grant · Acquired 20,300 · Balance 40,096 F1: Grant of restricted stock units (RSUs), each of which represents the right to receive, following vesting, one share of Class A common stock of Mobileye Global Inc. Unless forfeited under the terms of the award, 100% of the RSUs vest and convert into common stock on the first anniversary of the grant date (which grant date is December 5, 2025). If the vesting date falls on a non-business date, the next business date shall apply. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units (RSUs), each of which represents the right to receive, following vesting, one share of Class A common stock of Mobileye Global Inc. Unless forfeited under the terms of the award, 100% of the RSUs vest and convert into common stock on the first anniversary of the grant date (which grant date is December 5, 2025). If the vesting date falls on a non-business date, the next business date shall apply.
NEWS CORP
Report date January 03, 2017 · Filed January 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 42,521 |
Reported balance
After 2017-01-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-01-03 · Grant · Acquired 3,100 · Balance 42,521 F1: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F2: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director. F3: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Deferred stock units were previously reported separately based on their payable dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock.
F2: The deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the grant and (ii) the Reporting Person's end of service as a Director.
F3: Represents the aggregate number of deferred stock units held by the Reporting Person, including deferred stock units accrued as a result of dividend equivalents that vest on the same terms as the respective underlying deferred stock units. The reported deferred stock units become payable in cash on the earlier of (i) the first trading day of the quarter five years following the respective grant and (ii) the Reporting Person's end of service as a Director. Deferred stock units were previously reported separately based on their payable dates.
WELLS FARGO & COMPANY/MN
Report date April 26, 2016 · Filed April 28, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 24,365.9184 |
Reported balance
After 2016-04-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-04-26 · Grant · Acquired 3,535 · Balance 24,365.9184 F1: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2: Deferred compensation shares payable in installments based upon director's election. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 150 |
Reported balance
Holding disclosure · report date 2016-04-26 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 150 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock.
F2: Deferred compensation shares payable in installments based upon director's election.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Embark Technology, Inc.
Report date August 02, 2023 · Filed August 04, 2023
Section 16 reporting ended · disclosed 2023-08-04. 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 |
Reported balance
After 2023-08-02 transaction · row 1
1 source rowRow 1 · 2023-08-02 · Disposition to issuer · Disposed 9,884 · Balance 0 F1: Pursuant to an Agreement and Plan of Merger, dated as of May 25, 2023, by and among the Issuer, Applied Intuition, Inc., and Azara Merger Sub, Inc., at the effective time of the merger, each share of Class A common stock was cancelled and automatically converted into the right to receive an amount equal to $2.88 in cash, without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to an Agreement and Plan of Merger, dated as of May 25, 2023, by and among the Issuer, Applied Intuition, Inc., and Azara Merger Sub, Inc., at the effective time of the merger, each share of Class A common stock was cancelled and automatically converted into the right to receive an amount equal to $2.88 in cash, without interest.
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 |
|---|---|---|---|---|---|---|
| October 19, 2016 Filed Oct 21, 2016 20:37 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 23 | $13.51 | $310.73 |
DisclosureSEC source: 0001140361-16-083288 · doc1.xml · derivative · entry 1 Chao Elaine L. · CIK 0001474863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,180 Underlying: Class A Common Stock · 23 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F2 · shares: Represents dividend equivalents accrued with respect to deferred stock units previously granted on July 1, 2016. F3 · derivative.exercise_date: The deferred stock units representing dividend equivalents become payable in cash upon vesting of the underlying deferred stock units. F3 · derivative.expiration_date: The deferred stock units representing dividend equivalents become payable in cash upon vesting of the underlying deferred stock units. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 20:34 UTC | NEWS CORP NWS · Entity 3322 | GrantDeferred Stock Units · Derivative | 2,512 | $14.43 | $36,248.16 |
DisclosureSEC source: 0001140361-16-082001 · doc1.xml · derivative · entry 1 Chao Elaine L. · CIK 0001474863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,512 Underlying: Class A Common Stock · 2,512 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the equivalent of one share of News Corporation's Class A Common Stock. F2 · derivative.exercise_date: The deferred stock units become payable in cash on the first trading day of the quarter five years following the grant. F2 · derivative.expiration_date: The deferred stock units become payable in cash on the first trading day of the quarter five years following the grant. Read SEC document |
| April 26, 2016 Filed Apr 28, 2016 17:27 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,535 | $50.92 | $180,002.20 |
DisclosureSEC source: 0001127602-16-050121 · form4.xml · derivative · entry 2 Chao Elaine L. · CIK 0001474863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,365.9184 Underlying: Common Stock, $1 2/3 Par Value · 3,535 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| April 28, 2015 Filed Apr 30, 2015 17:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,249 | $55.41 | $180,027.09 |
DisclosureSEC source: 0001127602-15-015607 · form4.xml · derivative · entry 2 Chao Elaine L. · CIK 0001474863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,248.186 Underlying: Common Stock, $1 2/3 Par Value · 3,249 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| April 29, 2014 Filed Apr 30, 2014 17:24 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,235 | $49.47 | $160,035.45 |
DisclosureSEC source: 0001127602-14-015566 · form4.xml · derivative · entry 2 Chao Elaine L. · CIK 0001474863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,554.6299 Underlying: Common Stock, $1 2/3 Par Value · 3,235 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| April 23, 2013 Filed Apr 24, 2013 19:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4,040 | $37.13 | $150,005.20 |
DisclosureSEC source: 0001127602-13-014440 · form4.xml · derivative · entry 2 Chao Elaine L. · CIK 0001474863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,953.3915 Underlying: Common Stock, $1 2/3 Par Value · 4,040 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| April 24, 2012 Filed Apr 25, 2012 16:39 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4,536 | $33.07 | $150,005.52 |
DisclosureSEC source: 0001127602-12-014605 · form4.xml · derivative · entry 2 Chao Elaine L. · CIK 0001474863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,672.5332 Underlying: Common Stock, $1 2/3 Par Value · 4,536 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| July 01, 2011 Filed Jul 5, 2011 17:27 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4,071 | $28.66 | $116,674.86 |
DisclosureSEC source: 0001127602-11-020471 · form4.xml · derivative · entry 2 Chao Elaine L. · CIK 0001474863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,071 Underlying: Common Stock, $1 2/3 Par Value · 4,071 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. 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.