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 23, 2026 |
| Ouster, Inc.OUST · Entity 4380 | Director | October 05, 2026 | October 07, 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 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,265 |
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 39,265 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 | 45,945 |
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 45,945 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. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 625 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 625 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. F4: The shares are held by CHELST Irrevocable Trust. The Reporting Person may be deemed to beneficially own the shares held by the Trust. |
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.
F4: The shares are held by CHELST Irrevocable Trust. The Reporting Person may be deemed to beneficially own the shares held by the Trust.
Ouster, Inc.
Report date October 05, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,257.7 |
Reported balance
After 2026-10-05 transaction · row 1
1 source rowRow 1 · 2026-10-05 · Grant · Acquired 779 · Balance 41,257.7 F1: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Third Amended and Restated Non-Employee Director Compensation Program. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Third Amended and Restated Non-Employee Director Compensation Program.
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 11, 2021 Filed Sep 13, 2021 23:30 UTC | Ouster, Inc. OUST · Entity 4380 | Exercise / conversionCommon Stock | 1,891 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-035733 · doc4.xml · nonDerivative · entry 1 Heystee Susan · CIK 0001334330 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,058 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. Read SEC document |
| July 13, 2021 Filed Jul 22, 2021 21:39 UTC | Ouster, Inc. OUST · Entity 4380 | GrantCommon Stock | 302,717 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-029508 · doc4.xml · nonDerivative · entry 3 Heystee Susan · CIK 0001334330 · Director · Interim Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412,167 F2 · shares: Reflects an award of 302,717 RSUs, 252,264 of which vested upon the filing of the Company's Registration Statement on Form S-8 on July 13, 2021 and 50,453 of which will vest on July 25, 2021. The RSUs have no expiration date. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. Read SEC document |
| July 05, 2021 Filed Feb 15, 2022 01:00 UTC | Ouster, Inc. OUST · Entity 4380 | GrantCommon Stock | 825 | $12.12 | $9,999.00 |
DisclosureSEC source: 0000899243-22-006315 · doc4.xml · nonDerivative · entry 2 Heystee Susan · CIK 0001334330 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,710 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| June 11, 2021 Filed Jul 22, 2021 21:39 UTC | Ouster, Inc. OUST · Entity 4380 | Exercise / conversionRestricted Stock Units · Derivative | 3,861 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-029508 · doc4.xml · derivative · entry 5 Heystee Susan · CIK 0001334330 · Director · Interim Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,585 Underlying: Common Stock · 3,861 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F4 · derivative.exercise_date: The original grant of 15,446 RSUs granted on March 11, 2021 vested or will vest as to 25% of the total number of RSUs each quarter thereafter, subject to the reporting person's continued service through the applicable vesting date. The RSUs have no expiration date. F4 · derivative.expiration_date: The original grant of 15,446 RSUs granted on March 11, 2021 vested or will vest as to 25% of the total number of RSUs each quarter thereafter, subject to the reporting person's continued service through the applicable vesting date. The RSUs have no expiration date. Read SEC document |
| June 11, 2021 Filed Jul 22, 2021 21:39 UTC | Ouster, Inc. OUST · Entity 4380 | Exercise / conversionRestricted Stock Units · Derivative | 1,891 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-029508 · doc4.xml · derivative · entry 4 Heystee Susan · CIK 0001334330 · Director · Interim Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,805 Underlying: Common Stock · 1,891 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: The original grant of 22,696 RSUs granted on March 11, 2021 vested or will vest as to 1/12 of the total number of RSUs each quarter thereafter, subject to the reporting person's continued service through the applicable vesting date. The RSUs have no expiration date. F3 · derivative.expiration_date: The original grant of 22,696 RSUs granted on March 11, 2021 vested or will vest as to 1/12 of the total number of RSUs each quarter thereafter, subject to the reporting person's continued service through the applicable vesting date. The RSUs have no expiration date. Read SEC document |
| June 11, 2021 Filed Jul 22, 2021 21:39 UTC | Ouster, Inc. OUST · Entity 4380 | Exercise / conversionCommon Stock | 3,861 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-029508 · doc4.xml · nonDerivative · entry 2 Heystee Susan · CIK 0001334330 · Director · Interim Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,450 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. Read SEC document |
| June 11, 2021 Filed Jul 22, 2021 21:39 UTC | Ouster, Inc. OUST · Entity 4380 | Exercise / conversionCommon Stock | 1,891 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-029508 · doc4.xml · nonDerivative · entry 1 Heystee Susan · CIK 0001334330 · Director · Interim Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,589 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 23:33 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 12,080 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-021420 · doc4.xml · nonDerivative · entry 1 Heystee Susan · CIK 0001334330 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,080 F1 · shares: The Reporting Person was granted restricted stock units ("RSUs"), each representing the right to receive one share of the issuer's common stock. The RSUs are subject to a service-based vesting requirement, which shall be satisfied in three annual installments on each anniversary of May 27, 2021, subject to the Reporting Person's continuous service with the issuer through each such anniversary. Read SEC document |
| April 05, 2021 Filed Feb 15, 2022 01:00 UTC | Ouster, Inc. OUST · Entity 4380 | GrantCommon Stock | 212 | $10.99 | $2,329.88 |
DisclosureSEC source: 0000899243-22-006315 · doc4.xml · nonDerivative · entry 1 Heystee Susan · CIK 0001334330 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,885 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| March 11, 2021 Filed Mar 16, 2021 01:44 UTC | Ouster, Inc. OUST · Entity 4380 | GrantRestricted Stock Units · Derivative | 15,446 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-011813 · doc4.xml · derivative · entry 4 Heystee Susan · CIK 0001334330 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,446 Underlying: Common Stock · 15,446 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F4 · derivative.exercise_date: The RSUs vest as to 25% of the the total number of RSUs on each quarterly anniversary of the grant date, subject to the reporting person's continued service through the applicable vesting date. The RSUs have no expiration date. F4 · derivative.expiration_date: The RSUs vest as to 25% of the the total number of RSUs on each quarterly anniversary of the grant date, subject to the reporting person's continued service through the applicable vesting date. The RSUs have no expiration date. Read SEC document |
| March 11, 2021 Filed Mar 16, 2021 01:44 UTC | Ouster, Inc. OUST · Entity 4380 | GrantRestricted Stock Units · Derivative | 22,696 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-011813 · doc4.xml · derivative · entry 3 Heystee Susan · CIK 0001334330 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,696 Underlying: Common Stock · 22,696 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: The RSUs vest as to 1/12 of the the total number of RSUs on each quarterly anniversary of the grant date, subject to the reporting person's continued service through the applicable vesting date. The RSUs have no expiration date. F3 · derivative.expiration_date: The RSUs vest as to 1/12 of the the total number of RSUs on each quarterly anniversary of the grant date, subject to the reporting person's continued service through the applicable vesting date. The RSUs have no expiration date. Read SEC document |
| March 11, 2021 Filed Mar 16, 2021 01:44 UTC | Ouster, Inc. OUST · Entity 4380 | GrantCommon stock | 70,318 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-011813 · doc4.xml · nonDerivative · entry 2 Heystee Susan · CIK 0001334330 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 174,016 F1 · price: On March 11, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of December 21, 2020, by and among the Issuer, Beam Merger Sub, Inc. ("Merger Sub") and Ouster Technologies, Inc. ("Ouster Technologies"), Merger Sub merged with and into Ouster Technologies with Ouster Technologies surviving as a wholly owned subsidiary of the Issuer (the "Merger"). Upon consummation of the Merger, each issued and outstanding share of common stock of Ouster Technologies was automatically cancelled and converted into approximately 0.703 shares of common stock of the Issuer. Read SEC document |
| March 11, 2021 Filed Mar 16, 2021 01:44 UTC | Ouster, Inc. OUST · Entity 4380 | GrantCommon stock | 103,698 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-011813 · doc4.xml · nonDerivative · entry 1 Heystee Susan · CIK 0001334330 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,698 F1 · price: On March 11, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of December 21, 2020, by and among the Issuer, Beam Merger Sub, Inc. ("Merger Sub") and Ouster Technologies, Inc. ("Ouster Technologies"), Merger Sub merged with and into Ouster Technologies with Ouster Technologies surviving as a wholly owned subsidiary of the Issuer (the "Merger"). Upon consummation of the Merger, each issued and outstanding share of common stock of Ouster Technologies was automatically cancelled and converted into approximately 0.703 shares of common stock of the Issuer. 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.