Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PHINIA INC.PHIN · Entity 4362 | 10% owner | July 01, 2023 | July 05, 2023 |
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.
PHINIA INC.
Report date July 01, 2023 · Filed July 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-07-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-07-01 · Other · Acquired 47,013,497 · Balance 47,013,597 F1: In connection with the spin-off of PHINIA Inc. ("PHINIA") by BorgWarner Inc. ("BorgWarner") and pursuant to the terms and conditions of the Contribution Agreement by and between BorgWarner and PHINIA, dated as of July 1, 2023, BorgWarner received 47,013,497 shares of PHINIA common stock, which when combined with the 100 shares of common stock held by BorgWarner prior thereto, equals the number of PHINIA shares distributed by BorgWarner in the Distribution, as such term is defined in the Separation and Distribution Agreement by and between BorgWarner and PHINIA, dated as of July 2, 2023 (the "Separation Agreement"). Row 2 · 2023-07-03 · Other · Disposed 47,013,597 · Balance 0 F2: In connection with the spin-off of PHINIA by BorgWarner and pursuant to the terms and conditions of the Separation Agreement, BorgWarner effected the Distribution, as such term is defined in the Separation Agreement, on July 3, 2023, and distributed all shares of PHINIA on a pro rata basis to the holders of record of BorgWarner common stock as of June 23, 2023, the record date. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the spin-off of PHINIA Inc. ("PHINIA") by BorgWarner Inc. ("BorgWarner") and pursuant to the terms and conditions of the Contribution Agreement by and between BorgWarner and PHINIA, dated as of July 1, 2023, BorgWarner received 47,013,497 shares of PHINIA common stock, which when combined with the 100 shares of common stock held by BorgWarner prior thereto, equals the number of PHINIA shares distributed by BorgWarner in the Distribution, as such term is defined in the Separation and Distribution Agreement by and between BorgWarner and PHINIA, dated as of July 2, 2023 (the "Separation Agreement").
F2: In connection with the spin-off of PHINIA by BorgWarner and pursuant to the terms and conditions of the Separation Agreement, BorgWarner effected the Distribution, as such term is defined in the Separation Agreement, on July 3, 2023, and distributed all shares of PHINIA on a pro rata basis to the holders of record of BorgWarner common stock as of June 23, 2023, the record date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Romeo Power, Inc.
Report date March 01, 2022 · Filed March 01, 2022
Section 16 reporting ended · disclosed 2022-03-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,905,000 |
Reported balance
After 2022-03-01 transaction · row 1
1 source rowRow 1 · 2022-03-01 · Sale · Disposed 1,654,954 · Balance 11,905,000 F1: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $1.66 to $1.79. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $1.66 to $1.79. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price.
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 03, 2023 Filed Jul 5, 2023 20:34 UTC | PHINIA INC. PHIN · Entity 4362 | OtherCommon stock, par value $0.01 per share | 47,013,597 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-000819 · form4.xml · nonDerivative · entry 2 BORGWARNER INC · CIK 0000908255 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: In connection with the spin-off of PHINIA by BorgWarner and pursuant to the terms and conditions of the Separation Agreement, BorgWarner effected the Distribution, as such term is defined in the Separation Agreement, on July 3, 2023, and distributed all shares of PHINIA on a pro rata basis to the holders of record of BorgWarner common stock as of June 23, 2023, the record date. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:34 UTC | PHINIA INC. PHIN · Entity 4362 | OtherCommon stock, par value $0.01 per share | 47,013,497 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-000819 · form4.xml · nonDerivative · entry 1 BORGWARNER INC · CIK 0000908255 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,013,597 F1 · kind: In connection with the spin-off of PHINIA Inc. ("PHINIA") by BorgWarner Inc. ("BorgWarner") and pursuant to the terms and conditions of the Contribution Agreement by and between BorgWarner and PHINIA, dated as of July 1, 2023, BorgWarner received 47,013,497 shares of PHINIA common stock, which when combined with the 100 shares of common stock held by BorgWarner prior thereto, equals the number of PHINIA shares distributed by BorgWarner in the Distribution, as such term is defined in the Separation and Distribution Agreement by and between BorgWarner and PHINIA, dated as of July 2, 2023 (the "Separation Agreement"). Read SEC document |
| March 01, 2022 Filed Mar 1, 2022 23:32 UTC | Romeo Power, Inc. RMO · Entity 123033 | SaleCommon Stock | 1,654,954 | $1.71 | $2,834,274.22 |
DisclosureSEC source: 0001567619-22-005897 · doc1.xml · nonDerivative · entry 1 BORGWARNER INC · CIK 0000908255 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,905,000 F1 · price: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $1.66 to $1.79. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 00:46 UTC | Romeo Power, Inc. RMO · Entity 123033 | SaleCommon Stock | 1,420,046 | $1.80 | $2,561,336.97 |
DisclosureSEC source: 0001567619-22-005821 · doc1.xml · nonDerivative · entry 1 BORGWARNER INC · CIK 0000908255 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,559,954 F1 · price: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $1.750 to $1.875. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| February 25, 2022 Filed Feb 25, 2022 23:27 UTC | Romeo Power, Inc. RMO · Entity 123033 | SaleCommon Stock | 1,045,000 | $1.82 | $1,897,197.50 |
DisclosureSEC source: 0001567619-22-005719 · doc1.xml · nonDerivative · entry 1 BORGWARNER INC · CIK 0000908255 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,980,000 F1 · price: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $1.78 to $1.95. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 00:59 UTC | Romeo Power, Inc. RMO · Entity 123033 | SaleCommon Stock | 1,155,000 | $1.82 | $2,103,024.00 |
DisclosureSEC source: 0001567619-22-005524 · doc1.xml · nonDerivative · entry 1 BORGWARNER INC · CIK 0000908255 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,025,000 F1 · price: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $1.710 to $1.925. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| February 23, 2022 Filed Feb 23, 2022 23:15 UTC | Romeo Power, Inc. RMO · Entity 123033 | SaleCommon Stock | 785,000 | $1.80 | $1,414,962.50 |
DisclosureSEC source: 0001567619-22-005408 · doc1.xml · nonDerivative · entry 1 BORGWARNER INC · CIK 0000908255 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,180,000 F1 · price: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $1.76 to $1.95. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 13:36 UTC | Romeo Power, Inc. RMO · Entity 123033 | SaleCommon Stock | 1,350,399 | $1.88 | $2,543,611.56 |
DisclosureSEC source: 0001567619-22-005326 · doc1.xml · nonDerivative · entry 1 BORGWARNER INC · CIK 0000908255 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,965,000 F1 · price: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $1.825 to $2.010. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. 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.