Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Workhorse Group Inc.WKHS · Entity 7322 | Vice President-Finance | February 25, 2022 | March 01, 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.
Workhorse Group Inc.
Report date February 25, 2022 · Filed March 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par value per shareSEC Table I · non-derivative | Direct | 218,703 |
Reported balance
After 2022-02-25 transaction · row 1
1 source rowRow 1 · 2022-02-25 · Tax withholding · Disposed 1,773 · Balance 218,703 F1: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on February 25, 2022. |
| Common Stock, $0.001 par value per shareSEC Table I · non-derivative | IndirectShares held by Fastnet Advisors, LLC. Mr. Furey is the owner and manager of Fastnet Advisors, LLC. | 38,199 |
Reported balance
Holding disclosure · report date 2022-02-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 38,199 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on February 25, 2022.
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 |
|---|---|---|---|---|---|---|
| February 25, 2022 Filed Mar 1, 2022 20:02 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 1,773 | $3.04 | $5,389.92 |
DisclosureSEC source: 0001425287-22-000033 · wf-form4_164616492227389.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,703 F1 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on February 25, 2022. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:48 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantPerformance Share Units · Derivative | 11,138.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001425287-22-000014 · wf-form4_164582925928413.xml · derivative · entry 3 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,138.5 Underlying: Common Stock, $0.001 par value per share · 11,138.5 shares Expires 2024-12-31 F2 · derivative.exercise_price: Each Performance Share Unit represents a contingent right to receive either one share of common stock of the Company or an equivalent cash value. Between 0% to 200% of the reported shares will vest based on the Company's performance compared to certain peer issuers, measured by the total return to shareholders over a performance period ending on December 31, 2024. F2 · derivative.exercise_date: Each Performance Share Unit represents a contingent right to receive either one share of common stock of the Company or an equivalent cash value. Between 0% to 200% of the reported shares will vest based on the Company's performance compared to certain peer issuers, measured by the total return to shareholders over a performance period ending on December 31, 2024. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:48 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 51,980 | $3.03 | $157,499.40 |
DisclosureSEC source: 0001425287-22-000014 · wf-form4_164582925928413.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,476 F1 · shares: Represents shares of common stock granted by Workhorse Group Inc. (the "Company") under a Restricted Stock Award Agreement vesting in equal amounts over a three year period in one year intervals beginning on February 23, 2023, less shares relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on February 22, 2022. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 23:31 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 3,376 | $4.36 | $14,719.36 |
DisclosureSEC source: 0001425287-22-000002 · wf-form4_164133904030019.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,496 F1 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on December 31, 2021. Read SEC document |
| November 21, 2021 Filed Nov 23, 2021 19:52 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 3,085 | $6.27 | $19,342.95 |
DisclosureSEC source: 0001628280-21-024041 · wf-form4_163769711334680.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,872 F1 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on November 19, 2021. Read SEC document |
| August 25, 2021 Filed Sep 22, 2021 14:27 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 2,281 | $9.34 | $21,304.54 |
DisclosureSEC source: 0001628280-21-019022 · wf-form4_163232084439755.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,957 F1 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on August 25, 2021. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:10 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 34,741 | $15.64 | $543,349.24 |
DisclosureSEC source: 0001628280-21-013566 · wf-form4_162560582769782.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,497 F1 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on July 1, 2021. Read SEC document |
| May 21, 2021 Filed Jul 6, 2021 21:10 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 3,085 | $8.46 | $26,099.10 |
DisclosureSEC source: 0001628280-21-013566 · wf-form4_162560582769782.xml · nonDerivative · entry 2 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,238 F2 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on May 21, 2021. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:27 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 31,395 | $15.13 | $475,006.35 |
DisclosureSEC source: 0001628280-21-003634 · wf-form4_161463400244568.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,323 F1 · shares: Represents shares of common stock granted under a Restricted Stock Award Agreement vesting in equal amounts over a three year period in six month intervals. Read SEC document |
| January 08, 2021 Filed Jan 12, 2021 22:39 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 27,534 | $19.18 | $528,102.12 |
DisclosureSEC source: 0001628280-21-000406 · wf-form4_161049115012798.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,928 F1 · shares: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on December 31, 2020. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 22:13 UTC | Workhorse Group Inc. WKHS · Entity 7322 | SaleCommon Stock, $0.001 par value per share | 71,862 | $21.92 | $1,575,215.04 |
DisclosureSEC source: 0001628280-20-017563 · wf-form4_160815677370264.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,462 F1 · acquired: The sales reported on this Form 4 were effected pursuant to a Rule 10b-5 trading plan. Read SEC document |
| October 16, 2020 Filed Oct 20, 2020 22:05 UTC | Workhorse Group Inc. WKHS · Entity 7322 | SaleCommon Stock, $0.001 par value per share | 50,000 | $23.00 | $1,150,000.00 |
DisclosureSEC source: 0001628280-20-014623 · wf-form4_160323151901954.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,324 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b-5 trading plan. Read SEC document |
| September 14, 2020 Filed Sep 16, 2020 21:43 UTC | Workhorse Group Inc. WKHS · Entity 7322 | SaleCommon Stock, $0.001 par value per share | 50,000 | $23.85 | $1,192,500.00 |
DisclosureSEC source: 0001628280-20-013673 · wf-form4_160029262351449.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,324 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b-5 trading plan. Read SEC document |
| July 17, 2020 Filed Jul 17, 2020 21:12 UTC | Workhorse Group Inc. WKHS · Entity 7322 | SaleCommon Stock, $0.001 par value per share | 30,000 | $16.34 | $490,200.00 |
DisclosureSEC source: 0001213900-20-017833 · ownership.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,324 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b-5 trading plan. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 21:29 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Tax withholdingCommon Stock, $0.001 par value per share | 39,273 | $19.18 | $753,256.14 |
DisclosureSEC source: 0001213900-20-016783 · ownership.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376,324 F1 · shares: Represents shares of common stock granted by Workhorse Group Inc. (the "Company") under a Restricted Stock Award Agreement vesting in equal amounts over a three year period in six month intervals less shares relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted shares previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on July 1, 2020. Read SEC document |
| May 21, 2020 Filed May 26, 2020 21:28 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 42,453 | $2.65 | $112,500.45 |
DisclosureSEC source: 0001628280-20-008427 · wf-form4_159052850475289.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,597 F1 · shares: Represents shares of common stock granted under a Restricted Stock Award Agreement vesting in equal amounts over a three year period in six month intervals. Read SEC document |
| January 20, 2020 Filed Mar 2, 2020 21:37 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock | 36,496 | $2.74 | $99,999.04 |
DisclosureSEC source: 0001628280-20-002696 · wf-form4_158318500555801.xml · nonDerivative · entry 1 Furey Anthony Daly · CIK 0001794487 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,144 F1 · shares: Shares granted for services 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.