Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVgo Inc.EVGO · Entity 5642 | Chief Legal Officer | September 25, 2026 | September 29, 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.
EVgo Inc.
Report date September 25, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 318,725 |
Reported balance
After 2026-09-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-25 · Grant · Acquired 318,725 · Balance 318,725 F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F2: One-third of the RSUs subject to each award shall vest on the one-year anniversary of the February 1, 2026 and the remaining two-thirds of the RSUs subject to each award shall vest in eight substantially equal tranches on May 1, August 1, November 1 and February 1 thereafter, such that the award shall be fully vested on February 1, 2029, in each case subject to the Reporting Person's continued employment through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock").
F2: One-third of the RSUs subject to each award shall vest on the one-year anniversary of the February 1, 2026 and the remaining two-thirds of the RSUs subject to each award shall vest in eight substantially equal tranches on May 1, August 1, November 1 and February 1 thereafter, such that the award shall be fully vested on February 1, 2029, in each case subject to the Reporting Person's continued employment through each vesting date.
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 |
|---|---|---|---|---|---|---|
| June 13, 2023 Filed Jun 17, 2023 00:38 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionRestricted Stock Units · Derivative | 25,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-072424 · tm2319011-1_4seq1.xml · derivative · entry 4 Sullivan Francine · CIK 0001870837 · CLO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,291 Underlying: Class A Common Stock · 25,291 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F3 · derivative.exercise_date: The RSUs vest in three equal instalments on each of the first three anniversaries of May 31, 2021, subject to the Reporting Person's continued employment through each such vesting date. F3 · derivative.expiration_date: The RSUs vest in three equal instalments on each of the first three anniversaries of May 31, 2021, subject to the Reporting Person's continued employment through each such vesting date. Read SEC document |
| June 13, 2023 Filed Jun 17, 2023 00:38 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionClass A Common Stock | 23,242 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-072424 · tm2319011-1_4seq1.xml · nonDerivative · entry 2 Sullivan Francine · CIK 0001870837 · CLO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,665 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). Read SEC document |
| June 13, 2023 Filed Jun 17, 2023 00:38 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionClass A Common Stock | 25,291 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-072424 · tm2319011-1_4seq1.xml · nonDerivative · entry 1 Sullivan Francine · CIK 0001870837 · CLO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,423 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). Read SEC document |
| April 03, 2023 Filed Apr 6, 2023 01:35 UTC | EVgo Inc. EVGO · Entity 5642 | GrantEmployee Stock Options · Derivative | 98,563 | $0.00 Strike: $7.79 | $0.00 |
DisclosureSEC source: 0001104659-23-042324 · tm2311386-4_4seq1.xml · derivative · entry 2 Sullivan Francine · CIK 0001870837 · CLO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,563 Underlying: Common Stock · 98,563 shares Expires 2033-04-03 F3 · derivative.exercise_date: The Options vest and become exercisable in three equal annual installments on each of the first three anniversaries of February 1, 2023, subject to the Reporting Person's continued employment through each such vesting date. Read SEC document |
| April 03, 2023 Filed Apr 6, 2023 01:35 UTC | EVgo Inc. EVGO · Entity 5642 | GrantRestricted Stock Units · Derivative | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-042324 · tm2311386-4_4seq1.xml · derivative · entry 1 Sullivan Francine · CIK 0001870837 · CLO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,308 Underlying: Common Stock · 125,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Common Stock"). F2 · derivative.exercise_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of February 1, 2023, subject to the Reporting Person's continued employment through each such vesting date. F2 · derivative.expiration_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of February 1, 2023, subject to the Reporting Person's continued employment through each such vesting date. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 17:49 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionRestricted Stock Units · Derivative | 25,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-000740 · tm231428-1_4seq1.xml · derivative · entry 3 Sullivan Francine · CIK 0001870837 · CLO and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 25,291 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F3 · derivative.exercise_date: On June 26, 2021, the Reporting Person was granted 75,873 RSUs, vesting in substantially equal installments on each of the first three anniversaries of May 31, 2021. F3 · derivative.expiration_date: On June 26, 2021, the Reporting Person was granted 75,873 RSUs, vesting in substantially equal installments on each of the first three anniversaries of May 31, 2021. F2 · balance_after: The reported transaction involved the vesting of 25,291 RSUs granted to the reporting person under the Issuer's 2021 Long Term Incentive Plan. The Reporting Person has reported prior awards of RSUs in Table II of Form 4. The total reported in Column 5 of Table I includes the 25,291 shares of Class A Common Stock delivered to the reporting person in settlement of the vested RSUs on a one-to-one basis and 120,308 unvested RSUs previously reported in Table II. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 17:49 UTC | EVgo Inc. EVGO · Entity 5642 | Tax withholdingClass A Common Stock | 6,159 | $4.01 | $24,697.59 |
DisclosureSEC source: 0001104659-23-000740 · tm231428-1_4seq1.xml · nonDerivative · entry 2 Sullivan Francine · CIK 0001870837 · CLO and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,440 F2 · balance_after: The reported transaction involved the vesting of 25,291 RSUs granted to the reporting person under the Issuer's 2021 Long Term Incentive Plan. The Reporting Person has reported prior awards of RSUs in Table II of Form 4. The total reported in Column 5 of Table I includes the 25,291 shares of Class A Common Stock delivered to the reporting person in settlement of the vested RSUs on a one-to-one basis and 120,308 unvested RSUs previously reported in Table II. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 17:49 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionClass A Common Stock | 25,291 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-000740 · tm231428-1_4seq1.xml · nonDerivative · entry 1 Sullivan Francine · CIK 0001870837 · CLO and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,599 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F2 · balance_after: The reported transaction involved the vesting of 25,291 RSUs granted to the reporting person under the Issuer's 2021 Long Term Incentive Plan. The Reporting Person has reported prior awards of RSUs in Table II of Form 4. The total reported in Column 5 of Table I includes the 25,291 shares of Class A Common Stock delivered to the reporting person in settlement of the vested RSUs on a one-to-one basis and 120,308 unvested RSUs previously reported in Table II. Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 01:53 UTC | EVgo Inc. EVGO · Entity 5642 | GrantEmployee stock option (right to buy) · Derivative | 44,369 | $0.00 Strike: $12.86 | $0.00 |
DisclosureSEC source: 0001104659-22-042960 · tm2211745-4_4seq1.xml · derivative · entry 2 Sullivan Francine · CIK 0001870837 · CLO and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,369 Underlying: Common Stock · 44,369 shares Expires 2032-03-31 F3 · derivative.exercise_date: The Options vest in three equal annual installments on each of the first three anniversaries of February 1, 2022. Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 01:53 UTC | EVgo Inc. EVGO · Entity 5642 | GrantRestricted Stock Units · Derivative | 69,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-042960 · tm2211745-4_4seq1.xml · derivative · entry 1 Sullivan Francine · CIK 0001870837 · CLO and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,599 Underlying: Common Stock · 69,726 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of February 1, 2022. F2 · derivative.expiration_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of February 1, 2022. Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 20:39 UTC | EVgo Inc. EVGO · Entity 5642 | GrantRestricted Stock Units · Derivative | 75,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-096995 · tm2123417-2_4seq1.xml · derivative · entry 1 Sullivan Francine · CIK 0001870837 · CLO and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,873 Underlying: Common Stock · 75,873 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of May 31, 2021. F2 · derivative.expiration_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of May 31, 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.