Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capstone Energy Plus, Inc.CGRN · Entity 2475 | Chief Accounting Officer | November 17, 2021 | November 18, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Capstone Energy Plus, Inc.
Report date November 17, 2021 · Filed November 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,143 |
Reported balance
After 2021-11-17 transaction · row 1
1 source rowRow 1 · 2021-11-17 · Tax withholding · Disposed 1,405 · Balance 16,143 F1: The shares were automatically withheld to cover the tax liability resulting from the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were automatically withheld to cover the tax liability resulting from 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 |
|---|---|---|---|---|---|---|
| November 17, 2021 Filed Nov 18, 2021 22:45 UTC | Capstone Energy Plus, Inc. CGRN · Entity 2475 | Tax withholdingCommon Stock | 1,405 | $4.99 | $7,010.95 |
DisclosureSEC source: 0001831231-21-000031 · primary_doc.xml · nonDerivative · entry 1 Tavitian Neshan Nino · CIK 0001831231 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,143 F1 · shares: The shares were automatically withheld to cover the tax liability resulting from the vesting of restricted stock units. Read SEC document |
| June 02, 2021 Filed Sep 1, 2021 01:40 UTC | Capstone Energy Plus, Inc. CGRN · Entity 2475 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001831231-21-000024 · primary_doc.xml · nonDerivative · entry 1 Tavitian Neshan Nino · CIK 0001831231 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,548 F1 · shares: Represents shares underlying restricted stock units vesting in four equal annual installments commencing on June 2, 2022. Read SEC document |
| April 13, 2021 Filed Apr 15, 2021 00:17 UTC | Capstone Energy Plus, Inc. CPST · Entity 2475 | GrantCommon Stock | 2,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001831231-21-000008 · primary_doc.xml · nonDerivative · entry 1 Tavitian Neshan Nino · CIK 0001831231 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,548 F1 · shares: Represents shares underlying restricted stock units vesting in three equal annual installments commencing on April 13, 2022. Read SEC document |
| November 17, 2020 Filed Nov 18, 2020 22:57 UTC | Capstone Energy Plus, Inc. CPST · Entity 2475 | GrantCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001770907-20-000031 · primary_doc.xml · nonDerivative · entry 1 Tavitian Neshan Nino · CIK 0001831231 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 F1 · shares: Represents shares underlying restricted stock units vesting in four equal annual installments commencing on November 17, 2021. 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.