Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVgo Inc.EVGO · Entity 5642 | Director | May 18, 2026 | May 20, 2026 |
| Workhorse Group Inc.WKHS · Entity 7322 | Director · Chief Executive Officer | July 20, 2026 | July 21, 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.
EVgo Inc.
Report date May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 108,274 |
Ending reported balance
After 2026-05-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-18 · Exercise / conversion · Acquired 5,556 · Balance 64,444 Row 2 · 2026-05-18 · Exercise / conversion · Acquired 43,830 · Balance 108,274 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-18 · Exercise / conversion · Disposed 43,830 · Balance 0 F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F2: RSUs awarded to the Reporting Person on May 20, 2025. The RSUs vested in full on the first anniversary of May 18, 2025, and were subject to the Reporting Person's continued service as a director through such vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,556 |
Reported balance
After 2026-05-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-18 · Exercise / conversion · Disposed 5,556 · Balance 5,556 F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F3: RSUs awarded to the Reporting Person on May 20, 2024. The RSUs vest in three equal annual installments on each of the first three anniversaries of May 18, 2024, subject to the Reporting Person's continued service as a director through such vesting dates. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 63,745 |
Reported balance
After 2026-05-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-20 · Grant · Acquired 63,745 · Balance 63,745 F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F4: RSUs awarded to the Reporting Person on May 20, 2026. The RSUs will vest in full on the first anniversary of May 18, 2026, subject to the Reporting Person's continued service as a director through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock").
F2: RSUs awarded to the Reporting Person on May 20, 2025. The RSUs vested in full on the first anniversary of May 18, 2025, and were subject to the Reporting Person's continued service as a director through such vesting date.
F3: RSUs awarded to the Reporting Person on May 20, 2024. The RSUs vest in three equal annual installments on each of the first three anniversaries of May 18, 2024, subject to the Reporting Person's continued service as a director through such vesting dates.
F4: RSUs awarded to the Reporting Person on May 20, 2026. The RSUs will vest in full on the first anniversary of May 18, 2026, subject to the Reporting Person's continued service as a director through such vesting date.
Workhorse Group Inc.
Report date July 20, 2026 · Filed July 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par value per shareSEC Table I · non-derivative | Direct | 562,500 |
Reported balance
After 2026-07-20 transaction · row 1
1 source rowRow 1 · 2026-07-20 · Grant · Acquired 562,500 · Balance 562,500 F1: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represents a contingent right to receive one share of common stock of the Issuer. The RSUs will vest in three equal installments beginning on June 1, 2027 and annually thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represents a contingent right to receive one share of common stock of the Issuer. The RSUs will vest in three equal installments beginning on June 1, 2027 and annually thereafter.
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 20, 2026 Filed Jul 21, 2026 21:28 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 562,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001495594-26-000005 · wk-form4_1784669324.xml · nonDerivative · entry 1 Griffith Scott W. · CIK 0001495594 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 562,500 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represents a contingent right to receive one share of common stock of the Issuer. The RSUs will vest in three equal installments beginning on June 1, 2027 and annually thereafter. Read SEC document |
| May 20, 2026 Filed May 20, 2026 22:01 UTC | EVgo Inc. EVGO · Entity 5642 | GrantRestricted Stock Units · Derivative | 63,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001495594-26-000003 · wk-form4_1779314460.xml · derivative · entry 5 Griffith Scott W. · CIK 0001495594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,745 Underlying: Class A Common Stock · 63,745 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F4 · derivative.exercise_date: RSUs awarded to the Reporting Person on May 20, 2026. The RSUs will vest in full on the first anniversary of May 18, 2026, subject to the Reporting Person's continued service as a director through such vesting date. F4 · derivative.expiration_date: RSUs awarded to the Reporting Person on May 20, 2026. The RSUs will vest in full on the first anniversary of May 18, 2026, subject to the Reporting Person's continued service as a director through such vesting date. Read SEC document |
| May 18, 2026 Filed May 20, 2026 22:01 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionRestricted Stock Units · Derivative | 5,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001495594-26-000003 · wk-form4_1779314460.xml · derivative · entry 4 Griffith Scott W. · CIK 0001495594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,556 Underlying: Class A Common Stock · 5,556 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: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F3 · derivative.exercise_date: RSUs awarded to the Reporting Person on May 20, 2024. The RSUs vest in three equal annual installments on each of the first three anniversaries of May 18, 2024, subject to the Reporting Person's continued service as a director through such vesting dates. F3 · derivative.expiration_date: RSUs awarded to the Reporting Person on May 20, 2024. The RSUs vest in three equal annual installments on each of the first three anniversaries of May 18, 2024, subject to the Reporting Person's continued service as a director through such vesting dates. Read SEC document |
| May 18, 2026 Filed May 20, 2026 22:01 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionRestricted Stock Units · Derivative | 43,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001495594-26-000003 · wk-form4_1779314460.xml · derivative · entry 3 Griffith Scott W. · CIK 0001495594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 43,830 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: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F2 · derivative.exercise_date: RSUs awarded to the Reporting Person on May 20, 2025. The RSUs vested in full on the first anniversary of May 18, 2025, and were subject to the Reporting Person's continued service as a director through such vesting date. F2 · derivative.expiration_date: RSUs awarded to the Reporting Person on May 20, 2025. The RSUs vested in full on the first anniversary of May 18, 2025, and were subject to the Reporting Person's continued service as a director through such vesting date. Read SEC document |
| May 18, 2026 Filed May 20, 2026 22:01 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionClass A Common Stock | 43,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001495594-26-000003 · wk-form4_1779314460.xml · nonDerivative · entry 2 Griffith Scott W. · CIK 0001495594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,274 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 |
| May 18, 2026 Filed May 20, 2026 22:01 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionClass A Common Stock | 5,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001495594-26-000003 · wk-form4_1779314460.xml · nonDerivative · entry 1 Griffith Scott W. · CIK 0001495594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,444 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 |
| May 20, 2025 Filed May 21, 2025 01:21 UTC | EVgo Inc. EVGO · Entity 5642 | GrantRestricted Stock Units · Derivative | 43,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-051190 · tm2515758-4_4seq1.xml · derivative · entry 5 Griffith Scott W. · CIK 0001495594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,830 Underlying: Class A Common Stock · 43,830 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F4 · derivative.exercise_date: RSUs awarded to the Reporting Person on May 20, 2025. The RSUs will vest in full on the first anniversary of May 18, 2025, subject to the Reporting Person's continued service as a director through such vesting date. F4 · derivative.expiration_date: RSUs awarded to the Reporting Person on May 20, 2025. The RSUs will vest in full on the first anniversary of May 18, 2025, subject to the Reporting Person's continued service as a director through such vesting date. Read SEC document |
| May 18, 2025 Filed May 21, 2025 01:21 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionRestricted Stock Units · Derivative | 5,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-051190 · tm2515758-4_4seq1.xml · derivative · entry 4 Griffith Scott W. · CIK 0001495594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,112 Underlying: Class A Common Stock · 5,555 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: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F3 · derivative.exercise_date: RSUs awarded to the Reporting Person on May 20, 2024. The RSUs vest in three equal annual installments on each of the first three anniversaries of May 18, 2024, subject to the Reporting Person's continued service as a director through such vesting dates. F3 · derivative.expiration_date: RSUs awarded to the Reporting Person on May 20, 2024. The RSUs vest in three equal annual installments on each of the first three anniversaries of May 18, 2024, subject to the Reporting Person's continued service as a director through such vesting dates. Read SEC document |
| May 18, 2025 Filed May 21, 2025 01:21 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionRestricted Stock Units · Derivative | 53,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-051190 · tm2515758-4_4seq1.xml · derivative · entry 3 Griffith Scott W. · CIK 0001495594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 53,333 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: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F2 · derivative.exercise_date: RSUs awarded to the Reporting Person on May 20, 2024. The RSUs vested in full on the first anniversary of May 18, 2024, and were subject to the Reporting Person's continued service as a director through such vesting date. F2 · derivative.expiration_date: RSUs awarded to the Reporting Person on May 20, 2024. The RSUs vested in full on the first anniversary of May 18, 2024, and were subject to the Reporting Person's continued service as a director through such vesting date. Read SEC document |
| May 18, 2025 Filed May 21, 2025 01:21 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionClass A Common Stock | 5,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-051190 · tm2515758-4_4seq1.xml · nonDerivative · entry 2 Griffith Scott W. · CIK 0001495594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,888 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 |
| May 18, 2025 Filed May 21, 2025 01:21 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionClass A Common Stock | 53,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-051190 · tm2515758-4_4seq1.xml · nonDerivative · entry 1 Griffith Scott W. · CIK 0001495594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,333 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 · security: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan (the "Plan"). Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). Read SEC document |
| May 20, 2024 Filed May 20, 2024 21:22 UTC | EVgo Inc. EVGO · Entity 5642 | GrantRestricted Stock Units · Derivative | 16,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-063511 · tm2414970-3_4seq1.xml · derivative · entry 2 Griffith Scott W. · CIK 0001495594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,667 Underlying: Class A Common Stock · 16,667 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F3 · derivative.exercise_date: RSUs awarded to the Reporting Person on May 20, 2024. The RSUs will vest in three equal annual installments on each of the first three anniversaries of May 18, 2024, subject to the Reporting Person's continued service as a director through such vesting dates. F3 · derivative.expiration_date: RSUs awarded to the Reporting Person on May 20, 2024. The RSUs will vest in three equal annual installments on each of the first three anniversaries of May 18, 2024, subject to the Reporting Person's continued service as a director through such vesting dates. Read SEC document |
| May 20, 2024 Filed May 20, 2024 21:22 UTC | EVgo Inc. EVGO · Entity 5642 | GrantRestricted Stock Units · Derivative | 53,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-063511 · tm2414970-3_4seq1.xml · derivative · entry 1 Griffith Scott W. · CIK 0001495594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,333 Underlying: Class A Common Stock · 53,333 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F2 · derivative.exercise_date: RSUs awarded to the Reporting Person on May 20, 2024. The RSUs will vest in full on the first anniversary of May 18, 2024, subject to the Reporting Person's continued service as a director through such vesting date. F2 · derivative.expiration_date: RSUs awarded to the Reporting Person on May 20, 2024. The RSUs will vest in full on the first anniversary of May 18, 2024, subject to the Reporting Person's continued service as a director through such 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.