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 |
|---|---|---|---|---|---|---|
| April 24, 2020 Filed Apr 28, 2020 20:35 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 4,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025957 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,325 Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 21:50 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 2,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006060 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,678 Read SEC document |
| October 25, 2019 Filed Oct 30, 2019 01:25 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 2,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054424 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,622 Read SEC document |
| July 26, 2019 Filed Jul 30, 2019 20:38 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-043675 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,496 Read SEC document |
| June 07, 2019 Filed Jun 10, 2019 20:53 UTC | Invesco Ltd. IVZ · Entity 125 | PurchaseCommon Shares | 10,000 | $20.71 | $207,120.00 |
DisclosureSEC source: 0001209191-19-035838 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 15,000 F1 · balance_after: Reflects the weighted-average sales price. Common Shares were purchased in multiple transactions at prices ranging from $20.66 to $20.74 per share. The reporting person undertakes to provide upon request to the SEC staff, the issuer or its shareowners full information regarding the number of shares purchased at each separate price. Read SEC document |
| April 26, 2019 Filed Apr 30, 2019 20:52 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026600 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,648 Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 21:23 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006788 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,983 Read SEC document |
| October 19, 2018 Filed Oct 22, 2018 20:40 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-055868 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,994 Read SEC document |
| July 27, 2018 Filed Jul 30, 2018 20:29 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044384 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,345 Read SEC document |
| April 27, 2018 Filed Apr 30, 2018 20:35 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026860 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,950 Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:19 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007586 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,725 Read SEC document |
| October 30, 2017 Filed Oct 30, 2017 20:39 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 982 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-058325 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,719 Read SEC document |
| July 28, 2017 Filed Jul 31, 2017 21:38 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-046766 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,737 Read SEC document |
| April 28, 2017 Filed May 1, 2017 20:45 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028968 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,682 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 22:10 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006185 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,582 Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 20:22 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-147461 · doc4.xml · nonDerivative · entry 1 WAGONER G RICHARD JR · CIK 0001181664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,354 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.