Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ChargePoint Holdings, Inc.CHPT · Entity 6581 | Director | July 21, 2026 | July 22, 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.
ChargePoint Holdings, Inc.
Report date July 21, 2026 · Filed July 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,873 |
Reported balance
After 2026-07-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-21 · Grant · Acquired 18,370 · Balance 56,873 F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied in full on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date. F2: Effective July 28, 2025, the Issuer effected a 1-for-20 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of the securities reported on this Form 4 has been adjusted to reflect the Reverse Stock Split. |
| Common StockSEC Table I · non-derivative | Direct | 63,553 |
Reported balance
After 2026-07-21 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-07-21 · Grant · Acquired 6,680 · Balance 63,553 F3: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement which shall vest in four equal quarterly installments with the final installment vesting on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied in full on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date.
F2: Effective July 28, 2025, the Issuer effected a 1-for-20 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of the securities reported on this Form 4 has been adjusted to reflect the Reverse Stock Split.
F3: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement which shall vest in four equal quarterly installments with the final installment vesting on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such 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 |
|---|---|---|---|---|---|---|
| July 21, 2026 Filed Jul 22, 2026 23:52 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 6,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001837872-26-000002 · wk-form4_1784764325.xml · nonDerivative · entry 2 Bowman Roxanne · CIK 0001837872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,553 F3 · shares: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement which shall vest in four equal quarterly installments with the final installment vesting on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date. Read SEC document |
| July 21, 2026 Filed Jul 22, 2026 23:52 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 18,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001837872-26-000002 · wk-form4_1784764325.xml · nonDerivative · entry 1 Bowman Roxanne · CIK 0001837872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,873 F1 · shares: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied in full on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date. F2 · balance_after: Effective July 28, 2025, the Issuer effected a 1-for-20 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of the securities reported on this Form 4 has been adjusted to reflect the Reverse Stock Split. Read SEC document |
| July 08, 2025 Filed Jul 10, 2025 00:20 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 254,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001777393-25-000121 · wk-form4_1752106844.xml · nonDerivative · entry 1 Bowman Roxanne · CIK 0001837872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 770,067 F1 · shares: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied in full on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date. Read SEC document |
| July 09, 2024 Filed Jul 11, 2024 21:31 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 115,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001777393-24-000129 · wk-form4_1720733464.xml · nonDerivative · entry 1 Bowman Roxanne · CIK 0001837872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 515,282 F1 · shares: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied in full on the earlier of (i) July 9, 2025 or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 21:39 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | Exercise / conversionStock Option (right to buy) · Derivative | 348,810 | Not disclosed Strike: $0.76 | Not disclosed |
DisclosureSEC source: 0001777393-24-000005 · wk-form4_1705959545.xml · derivative · entry 2 Bowman Roxanne · CIK 0001837872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 348,810 shares Expires 2029-09-02 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: The Stock Option was received in exchange for an option to purchase shares of common stock of ChargePoint, Inc. in connection with the merger pursuant to the terms of that certain Business Combination Agreement and Plan of Reorganization, dated as of September 23, 2020. The Stock Option vests in 48 equal monthly installments from September 3, 2019, subject to the Reporting Person's continuous service through each vesting date. F1 · derivative.exercise_date: The Stock Option was received in exchange for an option to purchase shares of common stock of ChargePoint, Inc. in connection with the merger pursuant to the terms of that certain Business Combination Agreement and Plan of Reorganization, dated as of September 23, 2020. The Stock Option vests in 48 equal monthly installments from September 3, 2019, subject to the Reporting Person's continuous service through each vesting date. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 21:39 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | Exercise / conversionCommon Stock | 348,810 | $0.76 | $265,095.60 |
DisclosureSEC source: 0001777393-24-000005 · wk-form4_1705959545.xml · nonDerivative · entry 1 Bowman Roxanne · CIK 0001837872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399,730 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. Read SEC document |
| July 18, 2023 Filed Jul 21, 2023 01:46 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 21,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-035545 · form4.xml · nonDerivative · entry 1 Bowman Roxanne · CIK 0001837872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,920 F1 · shares: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied in full on the earlier of (i) the one-year anniversary of July 18, 2023 or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date. Read SEC document |
| July 12, 2022 Filed Jul 14, 2022 21:00 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 13,563 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-026078 · doc4.xml · nonDerivative · entry 1 Bowman Roxanne · CIK 0001837872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,995 F1 · shares: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied in full on the earlier of (i) the one-year anniversary of July 12, 2022 or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date. Read SEC document |
| July 12, 2021 Filed Jul 14, 2021 21:05 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 3,192 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-028320 · doc4.xml · nonDerivative · entry 1 Bowman Roxanne · CIK 0001837872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,432 F1 · shares: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied in full on the earlier of (i) the one-year anniversary of July 12, 2021 or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the issuer through such date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 23:34 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | OtherCommon Stock | 4,080 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-027357 · doc4.xml · nonDerivative · entry 1 Bowman Roxanne · CIK 0001837872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,240 F1 · kind: Pursuant to the terms of that certain Business Combination Agreement and Plan of Reorganization, dated as of September 23, 2020 (the "Business Combination Agreement"), among Switchback Energy Acquisition Corporation (since renamed "ChargePoint Holdings, Inc." and referred to herein as the "Issuer"), Lightning Merger Sub Inc., a wholly owned subsidiary of the Issuer ("Merger Sub"), and ChargePoint, Inc., the Merger Sub merged with and into ChargePoint, Inc. (the "Merger"), the reporting persons became entitled to receive shares of the Issuer's Common Stock (the "Earnout Shares") following each of three Triggering Events (as defined in the Business Combination Agreement) that occur within five years of the February 26, 2021 closing of the Merger. F2 · kind: The third "Triggering Event" is the date on which the volume-weighted average closing sale price of the Issuer's Common Stock is greater than or equal to $30.00 for any ten trading days within any twenty consecutive trading day period. The third Triggering Event occurred, and pursuant to the terms of the Business Combination Agreement, the Earnout Shares reported on this Form 4 were issued on July 1, 2021. The issuance of shares as merger consideration in the Merger transaction, including the receipt of the Earnout Shares reported on this Form 4, was exempt under Rule 16b-3. Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 23:33 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | OtherCommon Stock | 8,160 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-013197 · doc4.xml · nonDerivative · entry 1 Bowman Roxanne · CIK 0001837872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,160 F1 · kind: Pursuant to the terms of that certain Business Combination Agreement and Plan of Reorganization, dated as of September 23, 2020 (the "Business Combination Agreement"), among Switchback Energy Acquisition Corporation (since renamed "ChargePoint Holdings, Inc." and referred to herein as the "Issuer"), Lightning Merger Sub Inc., a wholly owned subsidiary of the Issuer ("Merger Sub"), and ChargePoint, Inc., the Merger Sub merged with and into ChargePoint, Inc. (the "Merger"), the reporting person became entitled to receive shares of the Issuer's Common Stock (the "Earnout Shares") following each of three Triggering Events (as defined in the Business Combination Agreement) that occur within five years of the February 26, 2021 closing of the Merger. F2 · kind: The three "Triggering Events" are (i) the date on which the volume-weighted average closing sale price of the Issuer's Common Stock is greater than or equal to $15.00 for any ten trading days within any twenty consecutive trading day period; (ii) the date on which the volume-weighted average closing sale price of the Issuer's Common Stock is greater than or equal to $20.00 for any ten trading days within any twenty consecutive trading day period; and (iii) the dates on which the volume-weighted average closing sale price of the Issuer's Common Stock is greater than or equal to $30.00 for any ten trading days within any twenty consecutive trading day period. In addition, Trigger Events may occur upon a Change of Control (as defined in the Business Combination Agreement). F3 · kind: The first two Triggering Events occurred on the same date, and pursuant to the terms of the Business Combination Agreement, the Earnout Shares reported on this Form 4 were issued on March 19, 2021. The issuance of the shares as merger consideration in the Merger transaction, including the receipt of the Earnout Shares reported on this Form 4, was exempt under Rule 16b-3. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:49 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantStock Option (right to buy) · Derivative | 348,810 | Not disclosed Strike: $0.76 | Not disclosed |
DisclosureSEC source: 0000899243-21-009002 · doc4.xml · derivative · entry 1 Bowman Roxanne · CIK 0001837872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,810 Underlying: Common Stock · 348,810 shares Expires 2029-09-02 F1 · price: Pursuant to the terms of that certain Business Combination Agreement and Plan of Reorganization, dated as of September 23, 2020 (the "Business Combination Agreement"), among Switchback, Lightning Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Switchback ("Merger Sub"), and ChargePoint, Inc., a Delaware corporation ("ChargePoint"), the Merger Sub merged with and into ChargePoint Holdings, Inc. (the "Merger"). On the closing date of the Merger, the price of ChargePoint's Common Stock was $30.83 per share. The Reporting Person received a Stock Option in exchange for an option to purchase 350,000 shares of common stock of ChargePoint, Inc. in connection with the Merger. The Stock Option vests in 48 equal monthly installments from September 3, 2019, subject to the Reporting Person's continuous service through each vesting date. F1 · derivative.exercise_date: Pursuant to the terms of that certain Business Combination Agreement and Plan of Reorganization, dated as of September 23, 2020 (the "Business Combination Agreement"), among Switchback, Lightning Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Switchback ("Merger Sub"), and ChargePoint, Inc., a Delaware corporation ("ChargePoint"), the Merger Sub merged with and into ChargePoint Holdings, Inc. (the "Merger"). On the closing date of the Merger, the price of ChargePoint's Common Stock was $30.83 per share. The Reporting Person received a Stock Option in exchange for an option to purchase 350,000 shares of common stock of ChargePoint, Inc. in connection with the Merger. The Stock Option vests in 48 equal monthly installments from September 3, 2019, subject to the Reporting Person's continuous service through each vesting date. 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.