Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nextpower Inc.NXT · Entity 666 | Director · Chief Executive Officer | August 10, 2026 | August 11, 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.
Nextpower Inc.
Report date August 10, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 871,131 |
Ending reported balance
After 2026-08-10 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-10 · Sale · Disposed 14,697 · Balance 924,070 F1: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025. F2: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $101.81 to $102.80, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges. Row 2 · 2026-08-10 · Sale · Disposed 51,779 · Balance 872,291 F1: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025. F3: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $102.81 to $103.80, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges. Row 3 · 2026-08-10 · Sale · Disposed 1,160 · Balance 871,131 F1: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025. F4: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $103.81 to $104.06, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 326,544 |
Reported balance
Holding disclosure · report date 2026-08-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 326,544 F5: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.
F2: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $101.81 to $102.80, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.
F3: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $102.81 to $103.80, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.
F4: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $103.81 to $104.06, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.
F5: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.
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 |
|---|---|---|---|---|---|---|
| January 02, 2024 Filed Apr 4, 2024 00:04 UTC Amendment | Nextpower Inc. NXT · Entity 666 | GrantCommon Stock | 6,334 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-24-004875 · dp209395_4a-shugar.xml · nonDerivative · entry 1 SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,047 F1 · shares: On January 4, 2024, the Reporting Person filed a Form 4 reporting the receipt of a dividend of shares that occurred on January 2, 2024 (the "Original Form 4"). Due to an inadvertent administrative error, the number of shares the Reporting Person received was incorrectly reported in the Original Form 4. This Form 4/A is being filed to correct the number of shares held by the Reporting Person as of January 2, 2024 after receipt of such dividend, and also applies to the number of shares reported as beneficially owned by the Reporting Person on any Forms 4 filed since January 4, 2024 and prior to the date this Form 4/A is filed. F1 · balance_after: On January 4, 2024, the Reporting Person filed a Form 4 reporting the receipt of a dividend of shares that occurred on January 2, 2024 (the "Original Form 4"). Due to an inadvertent administrative error, the number of shares the Reporting Person received was incorrectly reported in the Original Form 4. This Form 4/A is being filed to correct the number of shares held by the Reporting Person as of January 2, 2024 after receipt of such dividend, and also applies to the number of shares reported as beneficially owned by the Reporting Person on any Forms 4 filed since January 4, 2024 and prior to the date this Form 4/A is filed. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 21:05 UTC | Nextpower Inc. NXT · Entity 666 | PurchaseCommon Stock | 2,400 | $40.19 | $96,456.00 |
DisclosureSEC source: 0000950103-23-017334 · dp203818_4-shugar.xml · nonDerivative · entry 2 SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,713 F1 · kind: The purchases reported were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 8, 2023. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 21:05 UTC | Nextpower Inc. NXT · Entity 666 | PurchaseCommon Stock | 35,421 | $39.59 | $1,402,366.98 |
DisclosureSEC source: 0000950103-23-017334 · dp203818_4-shugar.xml · nonDerivative · entry 1 SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 75,313 F1 · kind: The purchases reported were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 8, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $39.13 to $40.08 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 23:12 UTC | Nextpower Inc. NXT · Entity 666 | GrantStock Option (Right to Buy) · Derivative | 153,521 | $0.00 Strike: $40.47 | $0.00 |
DisclosureSEC source: 0000950103-23-009214 · dp195654_4-shugar.xml · derivative · entry 2 SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,521 Underlying: Common Stock · 153,521 shares Expires 2033-06-21 F2 · derivative.exercise_date: This option vests and becomes exercisable on June 21, 2026, subject to the Reporting Person's continued service to the Issuer through the vesting date. Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 23:12 UTC | Nextpower Inc. NXT · Entity 666 | GrantRestricted Stock Units · Derivative | 142,912 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-23-009214 · dp195654_4-shugar.xml · derivative · entry 1 SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,912 Underlying: Common Stock · 142,912 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock ("Common Stock"). The RSUs vest 30% on June 21, 2024, 30% on June 21, 2025, and 40% on June 21, 2026, subject to the Reporting Person's continued service to the Issuer through the relevant vesting date. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock ("Common Stock"). The RSUs vest 30% on June 21, 2024, 30% on June 21, 2025, and 40% on June 21, 2026, subject to the Reporting Person's continued service to the Issuer through the relevant vesting date. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock ("Common Stock"). The RSUs vest 30% on June 21, 2024, 30% on June 21, 2025, and 40% on June 21, 2026, subject to the Reporting Person's continued service to the Issuer through the relevant vesting date. Read SEC document |
| May 09, 2023 Filed May 11, 2023 23:21 UTC | Nextpower Inc. NXT · Entity 666 | GrantPerformance Stock Units · Derivative | 63,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-23-007194 · dp193656_4-shugar.xml · derivative · entry 1 SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,750 Underlying: Common Stock · 63,750 shares Expires not disclosed F1 · derivative.exercise_price: Reflects performance stock units ("PSUs"), originally granted to the Reporting Person on April 6, 2022, which were earned upon the certification by the Board of Directors of the Issuer on May 9, 2023 of the level of achievement of the performance metrics applicable to the PSUs for the performance period from April 1, 2022 to March 31, 2023. The earned PSUs will service-vest on March 31, 2025, subject generally to the Reporting Person's continued employment with the Issuer through such date. F2 · derivative.exercise_price: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions. F1 · shares: Reflects performance stock units ("PSUs"), originally granted to the Reporting Person on April 6, 2022, which were earned upon the certification by the Board of Directors of the Issuer on May 9, 2023 of the level of achievement of the performance metrics applicable to the PSUs for the performance period from April 1, 2022 to March 31, 2023. The earned PSUs will service-vest on March 31, 2025, subject generally to the Reporting Person's continued employment with the Issuer through such date. F2 · shares: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions. F1 · price: Reflects performance stock units ("PSUs"), originally granted to the Reporting Person on April 6, 2022, which were earned upon the certification by the Board of Directors of the Issuer on May 9, 2023 of the level of achievement of the performance metrics applicable to the PSUs for the performance period from April 1, 2022 to March 31, 2023. The earned PSUs will service-vest on March 31, 2025, subject generally to the Reporting Person's continued employment with the Issuer through such date. F2 · price: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions. F1 · derivative.exercise_date: Reflects performance stock units ("PSUs"), originally granted to the Reporting Person on April 6, 2022, which were earned upon the certification by the Board of Directors of the Issuer on May 9, 2023 of the level of achievement of the performance metrics applicable to the PSUs for the performance period from April 1, 2022 to March 31, 2023. The earned PSUs will service-vest on March 31, 2025, subject generally to the Reporting Person's continued employment with the Issuer through such date. F2 · derivative.exercise_date: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions. F1 · derivative.expiration_date: Reflects performance stock units ("PSUs"), originally granted to the Reporting Person on April 6, 2022, which were earned upon the certification by the Board of Directors of the Issuer on May 9, 2023 of the level of achievement of the performance metrics applicable to the PSUs for the performance period from April 1, 2022 to March 31, 2023. The earned PSUs will service-vest on March 31, 2025, subject generally to the Reporting Person's continued employment with the Issuer through such date. F2 · derivative.expiration_date: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 23:02 UTC | Nextpower Inc. NXT · Entity 666 | Exercise / conversionRestricted Stock Units · Derivative | 39,892 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-23-005687 · dp192140_4-shugar.xml · derivative · entry 2 SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,084 Underlying: Common Stock · 39,892 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: Reflects the settlement and conversion of vested restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis. F1 · shares: Reflects the settlement and conversion of vested restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis. F1 · price: Reflects the settlement and conversion of vested restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis. F1 · derivative.exercise_date: Reflects the settlement and conversion of vested restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis. F1 · derivative.expiration_date: Reflects the settlement and conversion of vested restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 23:02 UTC | Nextpower Inc. NXT · Entity 666 | Exercise / conversionCommon Stock | 39,892 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-23-005687 · dp192140_4-shugar.xml · nonDerivative · entry 1 SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,892 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 · shares: Reflects the settlement and conversion of vested restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis. F1 · price: Reflects the settlement and conversion of vested restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis. 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.