Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Joby Aviation, Inc.JOBY · Entity 2121 | Chief Product Officer | October 12, 2026 | October 14, 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.
Joby Aviation, Inc.
Report date October 12, 2026 · Filed October 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 745,120 |
Ending reported balance
After 2026-10-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-12 · Exercise / conversion · Acquired 53,549 · Balance 772,713 Row 2 · 2026-10-13 · Sale · Disposed 27,593 · Balance 745,120 F1: Represents the aggregate number of shares sold by the Reporting Person to cover taxes due upon the release and settlement of the RSUs, as required by the terms of the RSU award. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 53,549 |
Reported balance
After 2026-10-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-12 · Exercise / conversion · Disposed 53,549 · Balance 53,549 F2: Represents an award of restricted stock units ("RSUs") that vests with respect to 16.66% of the RSUs on January 12, 2022 and as to the remaining 83.34% in 20 quarterly installments thereafter, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the aggregate number of shares sold by the Reporting Person to cover taxes due upon the release and settlement of the RSUs, as required by the terms of the RSU award.
F2: Represents an award of restricted stock units ("RSUs") that vests with respect to 16.66% of the RSUs on January 12, 2022 and as to the remaining 83.34% in 20 quarterly installments thereafter, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting.
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 |
|---|---|---|---|---|---|---|
| January 09, 2023 Filed Jan 11, 2023 21:44 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 16,177 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001819848-23-000027 · wf-form4_167347347536406.xml · derivative · entry 5 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,177 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_date: Represents an award of restricted stock units ("RSUs") that vest on January 1, 2023, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Although the award vested on January 1, 2023, the shares were not released to the Reporting Person until January 9, 2023. F1 · derivative.expiration_date: Represents an award of restricted stock units ("RSUs") that vest on January 1, 2023, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Although the award vested on January 1, 2023, the shares were not released to the Reporting Person until January 9, 2023. Read SEC document |
| January 09, 2023 Filed Jan 11, 2023 21:44 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 22,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001819848-23-000027 · wf-form4_167347347536406.xml · derivative · entry 4 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,478 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_date: Represents an award of restricted stock units ("RSUs") that vest on January 1, 2023, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Although the award vested on January 1, 2023, the shares were not released to the Reporting Person until January 9, 2023. F1 · derivative.expiration_date: Represents an award of restricted stock units ("RSUs") that vest on January 1, 2023, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Although the award vested on January 1, 2023, the shares were not released to the Reporting Person until January 9, 2023. Read SEC document |
| January 09, 2023 Filed Jan 11, 2023 21:44 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Exercise / conversionCommon Stock | 6,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001819848-23-000027 · wf-form4_167347347536406.xml · nonDerivative · entry 3 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,831 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 |
| January 09, 2023 Filed Jan 11, 2023 21:44 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Exercise / conversionCommon Stock | 16,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001819848-23-000027 · wf-form4_167347347536406.xml · nonDerivative · entry 2 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,321 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 |
| January 09, 2023 Filed Jan 11, 2023 21:44 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Exercise / conversionCommon Stock | 22,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001819848-23-000027 · wf-form4_167347347536406.xml · nonDerivative · entry 1 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,144 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 |
| December 23, 2022 Filed Dec 28, 2022 21:12 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | GrantRestricted Stock Units (RSUs) · Derivative | 6,510 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001819848-22-000223 · wf-form4_167226191050512.xml · derivative · entry 1 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,510 Underlying: Restricted Stock Units (RSUs) · 6,510 shares Expires not disclosed F1 · derivative.exercise_date: Represents an award of restricted stock units ("RSUs") that vest on January 1, 2023, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. F1 · derivative.expiration_date: Represents an award of restricted stock units ("RSUs") that vest on January 1, 2023, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 22:27 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | GrantRestricted Stock Units (RSUs) · Derivative | 22,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001819848-22-000212 · wf-form4_167157522627645.xml · derivative · entry 1 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,478 Underlying: Common Stock · 22,478 shares Expires not disclosed F1 · derivative.exercise_date: Represents an award of restricted stock units ("RSUs") that vest on January 1, 2023, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. F1 · derivative.expiration_date: Represents an award of restricted stock units ("RSUs") that vest on January 1, 2023, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| October 13, 2022 Filed Oct 14, 2022 20:25 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | SaleCommon Stock | 28,325 | $4.09 | $115,849.25 |
DisclosureSEC source: 0001819848-22-000175 · wf-form4_166577909524947.xml · nonDerivative · entry 2 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,666 F1 · kind: Represents the aggregate number of shares sold by the Reporting Person to cover taxes due upon the release and settlement of the RSUs, as required by the terms of the RSU award. F2 · price: This transaction was executed in multiple trades at prices ranging from $4.09 to $4.11. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 12, 2022 Filed Oct 14, 2022 20:25 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 53,549 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001819848-22-000175 · wf-form4_166577909524947.xml · derivative · entry 3 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 910,332 Underlying: Common Stock · 53,549 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. F3 · derivative.exercise_date: Represents an award of restricted stock units ("RSUs") that vests with respect to 16.66% of the RSUs on January 12, 2022 and as to the remaining 83.34% in 20 quarterly installments thereafter, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. F3 · derivative.expiration_date: Represents an award of restricted stock units ("RSUs") that vests with respect to 16.66% of the RSUs on January 12, 2022 and as to the remaining 83.34% in 20 quarterly installments thereafter, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| October 12, 2022 Filed Oct 14, 2022 20:25 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Exercise / conversionCommon Stock | 53,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001819848-22-000175 · wf-form4_166577909524947.xml · nonDerivative · entry 1 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,991 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 |
| August 18, 2022 Filed Aug 22, 2022 20:57 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 321,189 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001819848-22-000101 · wf-form4_166120181409071.xml · derivative · entry 3 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 963,881 Underlying: Common Stock · 321,189 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 · date: Vested shares were not released to the Reporting Person until August 18, 2022. F2 · derivative.exercise_date: Represents an award of restricted stock units ("RSUs") that vests with respect to 16.66% of the RSUs on January 12, 2022 and as to the remaining 83.34% in 20 quarterly installments thereafter, subject to the reporting person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. F2 · derivative.expiration_date: Represents an award of restricted stock units ("RSUs") that vests with respect to 16.66% of the RSUs on January 12, 2022 and as to the remaining 83.34% in 20 quarterly installments thereafter, subject to the reporting person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 20:57 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Tax withholdingCommon Stock | 139,747 | $5.69 | $795,160.43 |
DisclosureSEC source: 0001819848-22-000101 · wf-form4_166120181409071.xml · nonDerivative · entry 2 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,442 Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 20:57 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Exercise / conversionCommon Stock | 321,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001819848-22-000101 · wf-form4_166120181409071.xml · nonDerivative · entry 1 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,189 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 |
| June 10, 2022 Filed Jun 14, 2022 20:12 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | GrantRestricted Stock Units (RSUs) · Derivative | 16,177 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001819848-22-000045 · wf-form4_165523751818635.xml · derivative · entry 1 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,177 Underlying: Common Stock · 16,177 shares Expires not disclosed F1 · derivative.exercise_date: Represents an award of restricted stock units ("RSUs") that vest on January 1, 2023, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. F1 · derivative.expiration_date: Represents an award of restricted stock units ("RSUs") that vest on January 1, 2023, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 21:32 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | GrantRSU · Derivative | 1,285,070 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-032823 · doc4.xml · derivative · entry 1 Allison Eric · CIK 0001877636 · Head of Product 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,285,070 Underlying: Common Stock · 1,285,070 shares Expires 2027-01-19 F1 · shares: On August 10, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of February 23, 2021, by and among the Issuer, RTP Merger Sub Inc. ("Merger Sub") and Joby Aero, Inc. ("Joby"), Merger Sub merged with and into Joby with Joby surviving as a wholly owned subsidiary of the Issuer (the "Merger"). Upon consummation of the Merger, each outstanding Joby restricted stock unit award (each, a "Joby RSU Award") was automatically converted into a restricted stock unit award covering a number of shares of common stock of the Issuer equal to (i) the number of shares of Joby common stock subject to the applicable Joby RSU Award, multiplied by (ii) 3.4572, rounded down to the nearest whole share. F1 · price: On August 10, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of February 23, 2021, by and among the Issuer, RTP Merger Sub Inc. ("Merger Sub") and Joby Aero, Inc. ("Joby"), Merger Sub merged with and into Joby with Joby surviving as a wholly owned subsidiary of the Issuer (the "Merger"). Upon consummation of the Merger, each outstanding Joby restricted stock unit award (each, a "Joby RSU Award") was automatically converted into a restricted stock unit award covering a number of shares of common stock of the Issuer equal to (i) the number of shares of Joby common stock subject to the applicable Joby RSU Award, multiplied by (ii) 3.4572, rounded down to the nearest whole share. F2 · derivative.exercise_date: Represents an award of restricted stock units ("RSUs") that vests with respect to 16.66% of the RSUs on January 12, 2022 and as to the remaining 83.34% in 20 quarterly installments thereafter, subject to the reporting person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. F1 · derivative.underlying_shares: On August 10, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of February 23, 2021, by and among the Issuer, RTP Merger Sub Inc. ("Merger Sub") and Joby Aero, Inc. ("Joby"), Merger Sub merged with and into Joby with Joby surviving as a wholly owned subsidiary of the Issuer (the "Merger"). Upon consummation of the Merger, each outstanding Joby restricted stock unit award (each, a "Joby RSU Award") was automatically converted into a restricted stock unit award covering a number of shares of common stock of the Issuer equal to (i) the number of shares of Joby common stock subject to the applicable Joby RSU Award, multiplied by (ii) 3.4572, rounded down to the nearest whole share. 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.