Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolv Technologies Holdings, Inc.EVLV · Entity 5017 | Director | August 17, 2026 | August 19, 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.
Evolv Technologies Holdings, Inc.
Report date August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,083,961 |
Ending reported balance
After 2026-08-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-17 · Exercise / conversion · Acquired 80,752 · Balance 2,164,713 Row 2 · 2026-08-17 · Sale · Disposed 80,752 · Balance 2,083,961 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan entered into on June 12, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.24 · Expires 2027-09-13 | Direct | 816,262 |
Reported balance
After 2026-08-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-17 · Exercise / conversion · Disposed 80,752 · Balance 816,262 F3: The option vested and became exercisable as to 25% on January 31, 2018 and vested in 36 equal monthly installments thereafter. |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by Family Horizon Trust | 151,135 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 151,135 |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan entered into on June 12, 2025.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
F3: The option vested and became exercisable as to 25% on January 31, 2018 and vested in 36 equal monthly installments thereafter.
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 |
|---|---|---|---|---|---|---|
| July 16, 2021 Filed Jul 20, 2021 22:06 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantPerformance Rights · Derivative | 613,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-094060 · tm2122604-11_4seq1.xml · derivative · entry 7 Ellenbogen Michael · CIK 0001869206 · Director · Founder & Head of Adv. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613,223 Underlying: Class A Common Stock · 613,223 shares Expires not disclosed F5 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the Issuer's Class A common stock. Pursuant to an "Earn Out" provision in the Merger Agreement, the performance rights vest upon the Issuer's Class A Common stock achieving a specified price per share as follows: (i) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $12.50 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026; (ii) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $15.00 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026; and (iii) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $17.50 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026. F1 · shares: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F5 · price: Each performance right represents a contingent right to receive one share of the Issuer's Class A common stock. Pursuant to an "Earn Out" provision in the Merger Agreement, the performance rights vest upon the Issuer's Class A Common stock achieving a specified price per share as follows: (i) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $12.50 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026; (ii) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $15.00 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026; and (iii) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $17.50 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026. F5 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the Issuer's Class A common stock. Pursuant to an "Earn Out" provision in the Merger Agreement, the performance rights vest upon the Issuer's Class A Common stock achieving a specified price per share as follows: (i) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $12.50 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026; (ii) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $15.00 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026; and (iii) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $17.50 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026. F5 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the Issuer's Class A common stock. Pursuant to an "Earn Out" provision in the Merger Agreement, the performance rights vest upon the Issuer's Class A Common stock achieving a specified price per share as follows: (i) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $12.50 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026; (ii) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $15.00 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026; and (iii) 1/3 of the shares shall be issued if the closing sale price of Class A common stock equals or exceeds $17.50 per share for any period of 20 trading days out of 30 consecutive trading days prior to March 5, 2026. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 22:06 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantStock Option (Right to Buy) · Derivative | 14,169 | Not disclosed Strike: $0.42 | Not disclosed |
DisclosureSEC source: 0001104659-21-094060 · tm2122604-11_4seq1.xml · derivative · entry 6 Ellenbogen Michael · CIK 0001869206 · Director · Founder & Head of Adv. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,169 Underlying: Class A Common Stock · 14,169 shares Expires 2030-08-17 F1 · shares: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F1 · price: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F4 · derivative.exercise_date: The option vests and becomes exercisable as to 25% on June 3, 2021 and will vest in 36 equal monthly installments thereafter. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 22:06 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantStock Option (Right to Buy) · Derivative | 559,947 | Not disclosed Strike: $0.42 | Not disclosed |
DisclosureSEC source: 0001104659-21-094060 · tm2122604-11_4seq1.xml · derivative · entry 5 Ellenbogen Michael · CIK 0001869206 · Director · Founder & Head of Adv. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559,947 Underlying: Class A Common Stock · 559,947 shares Expires 2030-08-17 F1 · shares: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F1 · price: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F3 · derivative.exercise_date: The option vests and becomes exercisable in 24 equal monthly installments commencing on January 1, 2020. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 22:06 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantStock Option (Right to Buy) · Derivative | 1,704,464 | Not disclosed Strike: $0.24 | Not disclosed |
DisclosureSEC source: 0001104659-21-094060 · tm2122604-11_4seq1.xml · derivative · entry 4 Ellenbogen Michael · CIK 0001869206 · Director · Founder & Head of Adv. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,704,464 Underlying: Class A Common Stock · 1,704,464 shares Expires 2027-09-13 F1 · shares: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F1 · price: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F2 · derivative.exercise_date: The option vests and becomes exercisable as to 25% on January 31, 2018 and vests in 36 equal monthly installments thereafter. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 22:06 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantClass A Common Stock | 2,259,987 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-094060 · tm2122604-11_4seq1.xml · nonDerivative · entry 3 Ellenbogen Michael · CIK 0001869206 · Director · Founder & Head of Adv. Tech. 10b5-1 filing: Not disclosed Ownership: Indirect · Held by E Ventures Trust Disclosed balance after: 2,259,987 F1 · shares: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F1 · price: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 22:06 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantClass A Common Stock | 151,135 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-094060 · tm2122604-11_4seq1.xml · nonDerivative · entry 2 Ellenbogen Michael · CIK 0001869206 · Director · Founder & Head of Adv. Tech. 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Family Horizon Trust Disclosed balance after: 151,135 F1 · shares: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F1 · price: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 22:06 UTC | Evolv Technologies Holdings, Inc. EVLV · Entity 5017 | GrantClass A Common Stock | 2,856,988 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-094060 · tm2122604-11_4seq1.xml · nonDerivative · entry 1 Ellenbogen Michael · CIK 0001869206 · Director · Founder & Head of Adv. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,856,988 F1 · shares: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). F1 · price: The Reporting Person acquired these securities on July 16, 2021 as consideration and in exchange for the Reporting Person's holdings in Evolv Technologies, Inc. ("Old Evolv") pursuant to an Agreement and Plan of Merger dated March 5, 2021, by and among Old Evolv, NewHold Investments Corp. (the predecessor to Issuer) and NHIC Sub Inc., as amended by that certain First Amendment to Agreement and Plan of Merger dated June 5, 2021 (as so amended, the "Merger Agreement"). 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.