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 |
| Graham Holdings CoGHC · Entity 3951 | Director | October 01, 2026 | October 03, 2026 |
| Invesco Ltd.IVZ · Entity 125 | Director | May 15, 2026 | May 19, 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 | 39,782 |
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 39,782 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 | 46,462 |
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 46,462 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 | 3,470 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,470 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 the G. Richard Wagoner, Jr. Trust dated 7/13/1989 (the "Trust"), as amended and restated 10/19/2018 of which the Reporting Person is trustee. |
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 the G. Richard Wagoner, Jr. Trust dated 7/13/1989 (the "Trust"), as amended and restated 10/19/2018 of which the Reporting Person is trustee.
Graham Holdings Co
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,575 |
Reported balance
After 2026-10-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 21 · Balance 1,575 F1: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash.
Invesco Ltd.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 107,870 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 8,112 · Balance 107,870 |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 15,000 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,000 |
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:25 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 21 | $1,139.10 | $23,921.10 |
DisclosureSEC source: 0001628280-26-064552 · wk-form4_1790972733.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,575 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| July 21, 2026 Filed Jul 22, 2026 23:50 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 6,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001181664-26-000004 · wk-form4_1784764226.xml · nonDerivative · entry 2 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,462 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 23:50 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 18,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001181664-26-000004 · wk-form4_1784764226.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,782 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 01, 2026 Filed Jul 6, 2026 20:59 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 21 | $1,161.11 | $24,383.31 |
DisclosureSEC source: 0001628280-26-047322 · wk-form4_1783371556.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,554 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| May 15, 2026 Filed May 19, 2026 21:40 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 8,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001181664-26-000002 · wk-form4_1779226815.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,870 Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:19 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 23 | $1,061.70 | $24,419.10 |
DisclosureSEC source: 0001628280-26-023190 · wk-form4_1775161159.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,533 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 21:24 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 22 | $1,091.18 | $24,005.96 |
DisclosureSEC source: 0001628280-26-000472 · wk-form4_1767648255.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,510 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 20:27 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 21 | $1,165.25 | $24,470.25 |
DisclosureSEC source: 0001628280-25-043735 · wk-form4_1759436861.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,488 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| July 08, 2025 Filed Jul 10, 2025 00:40 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 254,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001777393-25-000141 · wk-form4_1752107994.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 428,245 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 01, 2025 Filed Jul 2, 2025 17:39 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 26 | $954.49 | $24,816.74 |
DisclosureSEC source: 0000104889-25-000057 · wk-form4_1751477957.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,467 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| May 15, 2025 Filed May 19, 2025 19:41 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 12,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026486 · wk-form4_1747683666.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,758 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:17 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 25 | $970.97 | $24,274.25 |
DisclosureSEC source: 0000104889-25-000024 · wk-form4_1743711435.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,441 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 17:10 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 28 | $871.87 | $24,412.36 |
DisclosureSEC source: 0000104889-25-000004 · wk-form4_1736183405.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,416 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 20:21 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 30 | $806.69 | $24,200.70 |
DisclosureSEC source: 0000104889-24-000053 · wk-form4_1727900479.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,388 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| July 09, 2024 Filed Jul 11, 2024 21:30 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 115,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001777393-24-000125 · wk-form4_1720733421.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,460 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 |
| July 01, 2024 Filed Jul 2, 2024 16:16 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 35 | $695.03 | $24,326.05 |
DisclosureSEC source: 0000104889-24-000038 · wk-form4_1719936978.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,358 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| May 15, 2024 Filed May 17, 2024 19:53 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 11,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001181664-24-000004 · wk-form4_1715975592.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,030 Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 18:37 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 32 | $761.13 | $24,356.16 |
DisclosureSEC source: 0001628280-24-014304 · wk-form4_1712083030.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,323 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 21:21 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 35 | $696.72 | $24,385.20 |
DisclosureSEC source: 0000104889-24-000004 · wk-form4_1704316873.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,291 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 20:29 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 42 | $581.52 | $24,423.84 |
DisclosureSEC source: 0000104889-23-000060 · wk-form4_1696364913.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,256 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. 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: 0001140361-23-035547 · form4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,908 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 03, 2023 Filed Jul 6, 2023 14:59 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 43 | $571.58 | $24,577.94 |
DisclosureSEC source: 0000104889-23-000044 · wk-form4_1688655537.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,214 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:21 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 12,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030169 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,075 Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 21:58 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 42 | $593.17 | $24,913.14 |
DisclosureSEC source: 0000104889-23-000024 · wf-form4_168064545290851.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,171 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 21:59 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 41 | $609.02 | $24,969.82 |
DisclosureSEC source: 0000104889-23-000007 · wf-form4_167286952926752.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,129 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 20:46 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 45 | $546.35 | $24,585.75 |
DisclosureSEC source: 0000104889-22-000041 · wf-form4_166491618934869.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. 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: 0000899243-22-026081 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,983 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 06, 2022 Filed Jul 8, 2022 20:05 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | OtherCommon Stock | 4,554 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-025813 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 56,932 F1 · kind: Represents an acquisition of securities from an in-kind distribution, and not a purchase or sale, without additional consideration paid, and is therefore an exempt, non-matchable acquisition pursuant to Section 16(b). F2 · ownership.nature: The shares are held by the G. Richard Wagoner, Jr. Trust dated 7/13/1989, as amended and restated 10/19/2018 of which the Reporting Person is trustee. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:33 UTC | Graham Holdings Co GHC · Entity 3951 | GrantClass B Common Stock | 43 | $574.12 | $24,687.16 |
DisclosureSEC source: 0000104889-22-000026 · wf-form4_165705317545852.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,043 F1 · kind: Securities acquired pursuant to the Director's election under the Director Share Purchase Program to receive a portion of the fees received for service as a director in stock in lieu of cash. Read SEC document |
| May 15, 2022 Filed May 17, 2022 20:55 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 10,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-029729 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,255 Read SEC document |
| April 11, 2022 Filed Apr 13, 2022 22:30 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | OtherCommon Stock | 3,895 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-014731 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 52,378 F1 · kind: Represents an acquisition of securities from an in-kind distribution, and not a purchase or sale, without additional consideration paid, and is therefore an exempt, non-matchable acquisition pursuant to Section 16(b). F2 · ownership.nature: The shares are held by the G. Richard Wagoner, Jr. Trust dated 7/13/1989, as amended and restated 10/19/2018 of which the Reporting Person is trustee. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 23:00 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | OtherCommon Stock | 1,198 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-047927 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 48,483 F1 · kind: Represents an acquisition of securities from an in-kind distribution, and not a purchase or sale, without additional consideration paid, and is therefore an exempt, non-matchable acquisition pursuant to Section 16(b). F2 · ownership.nature: The shares are held by the G. Richard Wagoner, Jr. Trust dated 7/13/1989, as amended and restated 10/19/2018 of which the Reporting Person is trustee. Read SEC document |
| September 28, 2021 Filed Sep 30, 2021 23:14 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | OtherCommon Stock | 3,428 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-038453 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 47,285 F1 · kind: Represents an acquisition of securities from an in-kind distribution, and not a purchase or sale, without additional consideration paid, and is therefore an exempt, non-matchable acquisition pursuant to Section 16(b). F2 · ownership.nature: The shares are held by the G. Richard Wagoner, Jr. Trust dated 7/13/1989, as amended and restated 10/19/2018 of which the Reporting Person is trustee. Read SEC document |
| July 22, 2021 Filed Jul 23, 2021 21:00 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | SaleCommon Stock | 4,863 | $23.50 | $114,280.50 |
DisclosureSEC source: 0000899243-21-029692 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,420 F1 · kind: These shares were sold by the reporting person as a selling stockholder pursuant to a secondary public offering of common stock of the issuer in connection with the underwriters' exercise of an option to purchase additional shares, which closed on July 22, 2021. The net price per share, after underwriting discounts and commissions, was $22.73625. Read SEC document |
| July 19, 2021 Filed Jul 21, 2021 21:00 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | SaleCommon Stock | 31,300 | $23.50 | $735,550.00 |
DisclosureSEC source: 0000899243-21-029253 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,283 F1 · kind: These shares were sold by the reporting person as a selling stockholder pursuant to a secondary public offering of common stock of the issuer, which closed on July 19, 2021. The net price per share, after underwriting discounts and commissions, was $22.73625. 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: 0000899243-21-028323 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,583 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 23:49 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | OtherCommon Stock | 2,373 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-027380 · doc4.xml · nonDerivative · entry 2 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 43,857 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. F3 · ownership.nature: The shares are held by the G. Richard Wagoner, Jr. Trust dated 7/13/1989, as amended and restated 10/19/2018 of which the Reporting Person is trustee. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 23:49 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | OtherCommon Stock | 12,297 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-027380 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,391 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 |
| May 27, 2021 Filed Jun 1, 2021 23:35 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 18,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-021422 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,094 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 full on the earlier of (i) the one-year anniversary of February 26, 2021 or (ii) a change of control event, subject to the Reporting Person's continuous service with the issuer Read SEC document |
| May 15, 2021 Filed May 18, 2021 21:42 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 5,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-033644 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,325 Read SEC document |
| April 29, 2021 Filed May 3, 2021 21:50 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029584 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,518 Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 23:58 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | OtherCommon Stock | 4,746 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-013222 · doc4.xml · nonDerivative · entry 2 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 41,484 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 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. F4 · ownership.nature: The shares are held by the G. Richard Wagoner, Jr. Trust dated 7/13/1989, as amended and restated 10/19/2018 of which the Reporting Person is trustee. Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 23:58 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | OtherCommon Stock | 24,594 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-013222 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,594 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 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 22:19 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantWarrant (right to buy) · Derivative | 35,129 | Not disclosed Strike: $6.03 | Not disclosed |
DisclosureSEC source: 0000899243-21-009019 · doc4.xml · derivative · entry 4 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 35,129 Underlying: Common Stock · 35,129 shares Expires 2030-07-31 F4 · price: The Warrant was received in exchange for a warrant to purchase 35,249 shares of common stock of ChargePoint, Inc. in connection with the Merger. The Warrant is held by the G. Richard Wagoner, Jr. Trust dated 7/13/1989, as amended and restated 10/19/2018 of which the Reporting Person is trustee. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:19 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantStock Option (right to buy) · Derivative | 24,761 | Not disclosed Strike: $0.84 | Not disclosed |
DisclosureSEC source: 0000899243-21-009019 · doc4.xml · derivative · entry 3 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,761 Underlying: Common Stock · 24,761 shares Expires 2028-01-25 F3 · price: The Stock Option was received in exchange for an option to purchase 24,846 shares of common stock of ChargePoint, Inc. in connection with the Merger. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:19 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantStock Option (right to buy) · Derivative | 354,956 | Not disclosed Strike: $0.89 | Not disclosed |
DisclosureSEC source: 0000899243-21-009019 · doc4.xml · derivative · entry 2 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,956 Underlying: Common Stock · 354,956 shares Expires 2027-03-13 F2 · price: The Stock Option was received in exchange for an option to purchase 356,167 shares of common stock of ChargePoint, Inc. in connection with the Merger. The Stock Option vests in 48 equal monthly installments from March 9, 2017, subject to the Reporting person's continuous service through each vesting date F2 · derivative.exercise_date: The Stock Option was received in exchange for an option to purchase 356,167 shares of common stock of ChargePoint, Inc. in connection with the Merger. The Stock Option vests in 48 equal monthly installments from March 9, 2017, subject to the Reporting person's continuous service through each vesting date Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:19 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 36,738 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-009019 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 36,738 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 Shares were received in exchange for 35,249 shares of Common Stock of ChargePoint, Inc. in connection with the Merger. The shares are held by the G. Richard Wagoner, Jr. Trust dated 7/13/1989, as amended and restated 10/19/2018 of which the Reporting Person is trustee. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:56 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006202 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,207 Read SEC document |
| October 28, 2020 Filed Oct 29, 2020 20:44 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 2,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056238 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,463 Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 18:22 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 3,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-044198 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,744 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.