Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Xos, Inc.XOS · Entity 7263 | Director | August 18, 2026 | August 20, 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.
Xos, Inc.
Report date August 18, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 112,642 |
Reported balance
After 2026-08-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-18 · Sale · Disposed 30,000 · Balance 112,642 F1: Represents weighted average sales price. The shares were sold at prices ranging from $4.125 to $4.39. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F2: Includes 60,584 unvested RSUs |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 4,133 |
Reported balance
Holding disclosure · report date 2026-08-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,133 F3: The securities are held by Bernstein Investment Partners LLC, of which the Reporting Person is the Managing Member. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents weighted average sales price. The shares were sold at prices ranging from $4.125 to $4.39. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F2: Includes 60,584 unvested RSUs
F3: The securities are held by Bernstein Investment Partners LLC, of which the Reporting Person is the Managing Member.
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 |
|---|---|---|---|---|---|---|
| August 18, 2026 Filed Aug 20, 2026 20:30 UTC | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 30,000 | $4.19 | $125,835.00 |
DisclosureSEC source: 0001193125-26-359253 · ownership.xml · nonDerivative · entry 1 Bernstein Stuart N. · CIK 0001873851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,642 F1 · price: Represents weighted average sales price. The shares were sold at prices ranging from $4.125 to $4.39. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 60,584 unvested RSUs Read SEC document |
| July 10, 2026 Filed Jul 14, 2026 22:04 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 60,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-303486 · ownership.xml · nonDerivative · entry 1 Bernstein Stuart N. · CIK 0001873851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,642 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of the Issuer's common stock upon settlement. The RSUs vest on the earlier of (i) the first anniversary of the Grant date and (ii) the day before the Company's 2027 Annual Meeting, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date. F2 · balance_after: Includes 60,584 unvested RSUs Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:01 UTC | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 2,000 | $2.89 | $5,780.00 |
DisclosureSEC source: 0001873851-26-000013 · ownership.xml · nonDerivative · entry 1 Bernstein Stuart N. · CIK 0001873851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,058 Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:47 UTC | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 4,000 | $5.26 | $21,025.20 |
DisclosureSEC source: 0001873851-26-000010 · wk-form4_1780951640.xml · nonDerivative · entry 1 Bernstein Stuart N. · CIK 0001873851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,058 F1 · price: Represents weighted average sales price. The shares were sold at prices ranging from $5.07 to $5.4425. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 62,377 unvested RSUs. Read SEC document |
| May 20, 2026 Filed May 22, 2026 21:43 UTC | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 4,921 | $2.00 | $9,844.95 |
DisclosureSEC source: 0001873851-26-000008 · wk-form4_1779486193.xml · nonDerivative · entry 1 Bernstein Stuart N. · CIK 0001873851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,058 F1 · price: Represents weighted average sales price. The shares were sold at prices ranging from $2.00 to $2.0015. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 62,377 unvested RSUs. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 21:51 UTC | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 4,071 | $1.64 | $6,693.54 |
DisclosureSEC source: 0001873851-26-000002 · wk-form4_1775166677.xml · nonDerivative · entry 1 Bernstein Stuart N. · CIK 0001873851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,087 F1 · price: Represents weighted average sales price. The shares were sold at prices ranging from $1.64 to $1.662. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 62,377 unvested RSUs. Read SEC document |
| March 31, 2026 Filed May 22, 2026 21:37 UTC Amendment | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 5,179 | $1.64 | $8,502.88 |
DisclosureSEC source: 0001873851-26-000006 · wk-form4a_1779485839.xml · nonDerivative · entry 1 Bernstein Stuart N. · CIK 0001873851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,979 F1 · price: Represents weighted average sales price. The shares were sold at prices ranging from $1.63 to $1.662. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 62,377 unvested RSUs. Read SEC document |
| August 18, 2025 Filed Aug 21, 2025 00:54 UTC | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 14,347 | $3.07 | $44,045.29 |
DisclosureSEC source: 0001819493-25-000134 · wk-form4_1755737660.xml · nonDerivative · entry 1 Bernstein Stuart N. · CIK 0001873851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,158 F1 · shares: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan. F2 · price: Represents weighted average sales price. The shares were sold at prices ranging from $3.05 to $3.10. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 62,377 unvested RSUs. Read SEC document |
| July 10, 2025 Filed Jul 14, 2025 20:34 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 62,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-25-000103 · wk-form4_1752525275.xml · nonDerivative · entry 1 Bernstein Stuart N. · CIK 0001873851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,505 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of the Issuer's common stock upon settlement. The RSUs vest on the earlier of (i) the first anniversary of the Grant date and (ii) the day before the Company's 2026 Annual Meeting, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date F2 · balance_after: Includes 62,377 unvested RSUs. Read SEC document |
| July 10, 2024 Filed Jul 13, 2024 00:28 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 28,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-24-000121 · wk-form4_1720830510.xml · nonDerivative · entry 1 Bernstein Stuart N. · CIK 0001873851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,128 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of the Issuer's common stock upon settlement. The RSUs vest on the earlier of (i) the first anniversary of the Grant date and (ii) the day of the Company's 2025 Annual Meeting, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date. F2 · balance_after: Includes 28,694 unvested RSUs. F3 · balance_after: On December 6th, the common stock of Xos, Inc. reverse split 1-for-30, resulting in a decrease of 621,640 shares in the reporting person's ownership of common stock. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 20:12 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 444,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-23-000144 · wf-form4_168677356409169.xml · nonDerivative · entry 1 Bernstein Stuart N. · CIK 0001873851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 643,074 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs vest on the earlier of (i) the first anniversary of the Grant date and (ii) the day of the Company's 2024 Annual Meeting, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date. F2 · balance_after: Includes 444,444 unvested RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 21:14 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 137,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-22-000169 · wf-form4_166846022425083.xml · nonDerivative · entry 1 Bernstein Stuart N. · CIK 0001873851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,630 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The restricted stock units vest on the earlier of (i) the first anniversary of the Grant Date and (ii) the day before the next annual meeting of Xos, Inc. following the Grant Date, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date. F2 · balance_after: Includes 137,735 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. 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.