Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RUSH ENTERPRISES INC \TX\RUSHA · Entity 3648 | Director | May 19, 2026 | May 21, 2026 |
| Workhorse Group Inc.WKHS · Entity 7322 | Director | July 17, 2026 | July 20, 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.
RUSH ENTERPRISES INC \TX\
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 42,755.5 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 1,585 · Balance 42,755.5 |
Workhorse Group Inc.
Report date July 17, 2026 · Filed July 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par value per shareSEC Table I · non-derivative | Direct | 30,699 |
Reported balance
After 2026-07-17 transaction · row 1
1 source rowRow 1 · 2026-07-17 · Grant · Acquired 30,484 · Balance 30,699 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. Of the RSUs reported, 25,000 will vest in one installment on the earlier of June 29, 2027 and the date of the Issuer's 2027 annual stockholder's meeting. The remaining 5,484 RSUs fully vested as of the date of grant. |
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. Of the RSUs reported, 25,000 will vest in one installment on the earlier of June 29, 2027 and the date of the Issuer's 2027 annual stockholder's meeting. The remaining 5,484 RSUs fully vested as of the date of grant.
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 |
|---|---|---|---|---|---|---|
| May 16, 2017 Filed May 23, 2017 21:01 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | GrantClass A Common Stock | 2,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007857 · edgar.xml · nonDerivative · entry 1 Chess Raymond Joseph · CIK 0001593040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,883 Read SEC document |
| January 25, 2017 Filed Nov 12, 2019 22:22 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 300 | $3.33 | $999.00 |
DisclosureSEC source: 0001213900-19-022999 · ownership.xml · nonDerivative · entry 2 Chess Raymond Joseph · CIK 0001593040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,436 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.