Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capstone Energy Plus, Inc.CEPL · Entity 2475 | Director | September 01, 2026 | September 04, 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.
Capstone Energy Plus, Inc.
Report date September 01, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 86,224 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 5,357 · Balance 86,224 |
| Non-voting Common StockSEC Table I · non-derivative | Direct | 60,795 |
Reported balance
After 2026-09-01 transaction · row 2
1 source rowRow 2 · 2026-09-01 · Grant · Acquired 0 · Balance 60,795 |
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 4, 2026 01:57 UTC | Capstone Energy Plus, Inc. CEPL · Entity 2475 | GrantNon-voting Common Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001009759-26-000009 · primary_doc.xml · nonDerivative · entry 2 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,795 Read SEC document |
| September 01, 2026 Filed Sep 4, 2026 01:57 UTC | Capstone Energy Plus, Inc. CEPL · Entity 2475 | GrantVoting Common Stock | 5,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001009759-26-000009 · primary_doc.xml · nonDerivative · entry 1 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,224 Read SEC document |
| November 25, 2025 Filed Nov 25, 2025 23:43 UTC | Capstone Energy Plus, Inc. CGEH · Entity 2475 | PurchaseVoting Common Stock | 12,500 | $2.00 | $25,000.00 |
DisclosureSEC source: 0001009759-25-000063 · primary_doc.xml · nonDerivative · entry 1 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,867 F1 · shares: Represents shares of voting common stock purchased in the Issuer private offering. F2 · balance_after: Includes 4,149 shares of voting common stock underlying restricted stock units that fully vest one year from the date of grant, subject to continued service with the Issuer and 12,658 shares of voting common stock underlying restricted stock units that fully vest on February 12, 2026. Read SEC document |
| August 12, 2025 Filed Aug 13, 2025 23:18 UTC | Capstone Energy Plus, Inc. CGEH · Entity 2475 | GrantVoting Common Stock | 4,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001009759-25-000038 · primary_doc.xml · nonDerivative · entry 1 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,367 F1 · shares: Represents shares of voting common stock underlying restricted stock units that fully vest one year from the date of grant, subject to continued service with the Issuer. F2 · balance_after: Includes 12,658 shares of voting common stock underlying restricted stock units that fully vest on February 12, 2026. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:17 UTC | Capstone Energy Plus, Inc. CGEH · Entity 2475 | GrantVoting Common Stock | 12,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001009759-25-000004 · primary_doc.xml · nonDerivative · entry 1 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,218 F1 · shares: Represents shares of voting common stock underlying restricted stock units that fully vest one year from the date of grant, subject to continued service with the Issuer. Read SEC document |
| December 07, 2023 Filed Dec 7, 2023 23:06 UTC | Capstone Energy Plus, Inc. CGRNQ · Entity 2475 | OtherCommon Stock | 51,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001009759-23-000007 · primary_doc.xml · nonDerivative · entry 1 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: On September 28, 2023, Capstone Green Energy Corporation (the Issuer) and its wholly-owned subsidiaries, Capstone Turbine International, Inc. (Capstone Turbine International) and Capstone Turbine Financial Services, LLC (together with Capstone Turbine International and the Issuer, the Debtors) filed voluntary petitions (the Chapter 11 Cases) for relief under chapter 11 of title 11 (Chapter 11) of the United States Code in the United States Bankruptcy Court for the District of Delaware (the Bankruptcy Court). On November 14, 2023, the Bankruptcy Court entered an order (the Confirmation Order) confirming the Chapter 11 plan of reorganization of the Debtors in the Chapter 11 Cases, including its supplement and all exhibits and schedules thereto, and all other documents filed in connection with such plan (the Plan). On December 7, 2023 (the Effective Date), the Plan was consummated and became effective in accordance with its terms, and the Debtors emerged from the Chapter 11 Cases. F2 · kind: On the Effective Date, in connection with the satisfaction of the conditions to effectiveness set forth in the Conformation Order and the Plan, the Issuer completed a series of transactions pursuant to which, among other things, the Issuer became a private company that continues to own certain assets of the Issuer and (i) all of the Issuers common shares outstanding prior to the Effective Date were canceled, released, and extinguished, and of no further force or effect and (ii) all of the Issuers equity award agreements under any incentive plan, and the awards granted pursuant thereto, were extinguished, canceled, and discharged and have no further force or effect. In addition, Capstone Turbine International was renamed Capstone Green Energy Holdings, Inc. (Holdings) and is the successor to the Issuer pursuant to Rule 12g-3 under the Securities Exchange Act of 1934, as amended. F3 · kind: This Form 4 shall constitute an exit filing for the Reporting Person with respect to the Issuer. Mr. Powelson will continue as a Director of Holdings. F1 · price: On September 28, 2023, Capstone Green Energy Corporation (the Issuer) and its wholly-owned subsidiaries, Capstone Turbine International, Inc. (Capstone Turbine International) and Capstone Turbine Financial Services, LLC (together with Capstone Turbine International and the Issuer, the Debtors) filed voluntary petitions (the Chapter 11 Cases) for relief under chapter 11 of title 11 (Chapter 11) of the United States Code in the United States Bankruptcy Court for the District of Delaware (the Bankruptcy Court). On November 14, 2023, the Bankruptcy Court entered an order (the Confirmation Order) confirming the Chapter 11 plan of reorganization of the Debtors in the Chapter 11 Cases, including its supplement and all exhibits and schedules thereto, and all other documents filed in connection with such plan (the Plan). On December 7, 2023 (the Effective Date), the Plan was consummated and became effective in accordance with its terms, and the Debtors emerged from the Chapter 11 Cases. F2 · price: On the Effective Date, in connection with the satisfaction of the conditions to effectiveness set forth in the Conformation Order and the Plan, the Issuer completed a series of transactions pursuant to which, among other things, the Issuer became a private company that continues to own certain assets of the Issuer and (i) all of the Issuers common shares outstanding prior to the Effective Date were canceled, released, and extinguished, and of no further force or effect and (ii) all of the Issuers equity award agreements under any incentive plan, and the awards granted pursuant thereto, were extinguished, canceled, and discharged and have no further force or effect. In addition, Capstone Turbine International was renamed Capstone Green Energy Holdings, Inc. (Holdings) and is the successor to the Issuer pursuant to Rule 12g-3 under the Securities Exchange Act of 1934, as amended. F3 · price: This Form 4 shall constitute an exit filing for the Reporting Person with respect to the Issuer. Mr. Powelson will continue as a Director of Holdings. Read SEC document |
| August 24, 2022 Filed Aug 25, 2022 23:29 UTC | Capstone Energy Plus, Inc. CGRN · Entity 2475 | GrantCommon Stock | 19,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001938659-22-000004 · primary_doc.xml · nonDerivative · entry 1 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,560 F1 · shares: Represents shares underlying restricted stock units that vest upon completion of the annual term of the Board of Directors that includes the date of the grant. Read SEC document |
| August 27, 2021 Filed Sep 1, 2021 01:09 UTC | Capstone Energy Plus, Inc. CGRN · Entity 2475 | GrantCommon Stock | 10,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001831231-21-000019 · primary_doc.xml · nonDerivative · entry 1 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,105 F1 · shares: Represents shares underlying restricted stock units that vest upon completion of the annual term of the Board of Directors that includes the date of the grant. Read SEC document |
| August 23, 2021 Filed Aug 23, 2021 23:08 UTC | Capstone Energy Plus, Inc. CGRN · Entity 2475 | PurchaseCommon Stock | 187 | $4.27 | $798.49 |
DisclosureSEC source: 0001831231-21-000012 · primary_doc.xml · nonDerivative · entry 1 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,188 Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 13:02 UTC | Capstone Energy Plus, Inc. CPST · Entity 2475 | PurchaseCommon Stock | 115 | $5.78 | $664.47 |
DisclosureSEC source: 0001770907-20-000030 · primary_doc.xml · nonDerivative · entry 2 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,001 Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 13:02 UTC | Capstone Energy Plus, Inc. CPST · Entity 2475 | PurchaseCommon Stock | 241 | $5.55 | $1,336.35 |
DisclosureSEC source: 0001770907-20-000030 · primary_doc.xml · nonDerivative · entry 1 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,886 Read SEC document |
| August 27, 2020 Filed Aug 28, 2020 22:22 UTC | Capstone Energy Plus, Inc. CPST · Entity 2475 | GrantCommon Stock | 11,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001770907-20-000013 · primary_doc.xml · nonDerivative · entry 1 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,645 Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 22:16 UTC | Capstone Energy Plus, Inc. CPST · Entity 2475 | GrantCommon Stock | 73,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001770907-19-000025 · primary_doc.xml · nonDerivative · entry 1 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,341 Read SEC document |
| August 22, 2019 Filed Aug 26, 2019 21:29 UTC | Capstone Energy Plus, Inc. CPST · Entity 2475 | PurchaseCommon Stock | 500 | $0.62 | $310.00 |
DisclosureSEC source: 0001770907-19-000020 · primary_doc.xml · nonDerivative · entry 1 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,812 Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 23:42 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | GrantCommon Stock | 15,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001770907-19-000018 · primary_doc.xml · nonDerivative · entry 1 Powelson Robert F · CIK 0001779542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,312 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.