Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bloom Energy CorpBE · Entity 2659 | Director | May 21, 2026 | May 27, 2026 |
| TPG Private Equity Opportunities, L.P.N/A · Entity 35736 | Director | June 24, 2026 | June 24, 2026 |
| Walker & Dunlop, Inc.WD · Entity 4737 | Director | May 19, 2026 | May 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.
Bloom Energy Corp
Report date May 21, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 15,089 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 1,063 · Balance 15,089 F1: Restricted stock units ("RSUs") granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. The RSUs will vest on the date of the next annual stockholder meeting, subject to the Reporting Person's continued service through the vesting date. Vested shares will be delivered to the Reporting Person on January 1, 2028 pursuant to the terms of the Bloom Energy Corporation 2021 Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. The RSUs will vest on the date of the next annual stockholder meeting, subject to the Reporting Person's continued service through the vesting date. Vested shares will be delivered to the Reporting Person on January 1, 2028 pursuant to the terms of the Bloom Energy Corporation 2021 Deferred Compensation Plan.
TPG Private Equity Opportunities, L.P.
Report date June 24, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class F Limited Partnership UnitsSEC Table I · non-derivative | IndirectBy Pinkus Advisory Services | 6,656 |
Reported balance
After 2026-06-24 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-06-24 · Grant · Acquired 2,202 · Balance 6,656 F1: Class F limited partnership units were granted to the reporting person in accordance with the independent director compensation program established by the Registrant's general partner. The units will vest on the one-year anniversary date of grant. F2: Units held by Pinkus Advisory Services, of which the reporting person is the sole owner. |
Filing footnotes · ownership attribution and instrument terms
F1: Class F limited partnership units were granted to the reporting person in accordance with the independent director compensation program established by the Registrant's general partner. The units will vest on the one-year anniversary date of grant.
F2: Units held by Pinkus Advisory Services, of which the reporting person is the sole owner.
Walker & Dunlop, Inc.
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,096 |
Reported balance
After 2026-05-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 3,096 · Balance 3,096 F1: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents the right to receive one share of common stock of the Issuer.
F2: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan.
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 |
|---|---|---|---|---|---|---|
| June 24, 2026 Filed Jun 24, 2026 20:28 UTC | TPG Private Equity Opportunities, L.P. N/A · Entity 35736 | GrantClass F Limited Partnership Units | 2,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-045204 · wk-form4_1782332915.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Pinkus Advisory Services Disclosed balance after: 6,656 F1 · shares: Class F limited partnership units were granted to the reporting person in accordance with the independent director compensation program established by the Registrant's general partner. The units will vest on the one-year anniversary date of grant. F1 · price: Class F limited partnership units were granted to the reporting person in accordance with the independent director compensation program established by the Registrant's general partner. The units will vest on the one-year anniversary date of grant. F2 · ownership.nature: Units held by Pinkus Advisory Services, of which the reporting person is the sole owner. Read SEC document |
| May 21, 2026 Filed May 27, 2026 01:33 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-240069 · ownership.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,089 F1 · shares: Restricted stock units ("RSUs") granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. The RSUs will vest on the date of the next annual stockholder meeting, subject to the Reporting Person's continued service through the vesting date. Vested shares will be delivered to the Reporting Person on January 1, 2028 pursuant to the terms of the Bloom Energy Corporation 2021 Deferred Compensation Plan. Read SEC document |
| May 19, 2026 Filed May 21, 2026 21:23 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 3,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-065260 · tm2615341-4_4seq1.xml · derivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,096 Underlying: Common Stock · 3,096 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| February 27, 2026 Filed Feb 28, 2026 00:55 UTC | Bloom Energy Corp BE · Entity 2659 | SaleClass A Common Stock | 1,250 | $165.80 | $207,250.00 |
DisclosureSEC source: 0001193125-26-083660 · ownership.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,149 Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 21:25 UTC | TPG Private Equity Opportunities, L.P. N/A · Entity 35736 | GrantClass F Limited Partnership Units | 2,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-004146 · wk-form4_1769721905.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Pinkus Advisory Services Disclosed balance after: 2,372 F1 · price: Class F limited partnership units were granted to the reporting person in accordance with the independent director compensation program established by the Registrant's general partner. The units will vest in four equal installments on March 31, 2026, June 30, 2026, September 30, 2026, and December 31, 2026. F2 · ownership.nature: Units held by Pinkus Advisory Services, of which the reporting person is the sole owner. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 22:17 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 230 | $86.89 | $19,984.70 |
DisclosureSEC source: 0001193125-26-002753 · ownership.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,399 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| October 29, 2025 Filed Oct 30, 2025 20:02 UTC | TPG Private Equity Opportunities, L.P. N/A · Entity 35736 | GrantClass F Limited Partnership Units | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-047521 · wk-form4_1761854546.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,082 F1 · price: Class F limited partnership units were granted to the reporting person in accordance with the independent director compensation program established by the Registrant's general partner. The Class F limited partnership units granted will vest on 12/31/25. Read SEC document |
| October 27, 2025 Filed Oct 29, 2025 20:32 UTC | TPG Private Equity Opportunities, L.P. N/A · Entity 35736 | GrantClass F Limited Partnership Units | 1,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-047158 · wk-form4_1761769932.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,588 F1 · price: Class F limited partnership units were granted to the reporting person in accordance with the independent director compensation program established by the Registrant's general partner. The Class F limited partnership units granted will vest on 6/2/2026. Read SEC document |
| September 30, 2025 Filed Oct 3, 2025 00:01 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 236 | $84.57 | $19,958.52 |
DisclosureSEC source: 0001193125-25-228909 · ownership.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,169 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:15 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 836 | $23.92 | $19,997.12 |
DisclosureSEC source: 0000950170-25-092971 · ownership.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,933 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| May 14, 2025 Filed Apr 3, 2026 00:45 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 9,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-140927 · ownership.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,026 F1 · shares: Restricted stock units ("RSUs") granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. The RSUs will vest on the date of the next annual stockholder meeting, subject to the Reporting Person's continued service through the vesting date. Vested shares will be delivered to the Reporting Person on January 1, 2027 pursuant to the terms of the Bloom Energy Corporation 2021 Deferred Compensation Plan. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:16 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 1,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-044585 · tm2514022-2_4seq1.xml · derivative · entry 2 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,485 Underlying: Common Stock · 1,485 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F3 · derivative.exercise_date: The deferred stock units are fully vested and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Plan, or (ii) as otherwise provided by the Plan. F3 · derivative.expiration_date: The deferred stock units are fully vested and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Plan, or (ii) as otherwise provided by the Plan. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:16 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 2,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-044585 · tm2514022-2_4seq1.xml · derivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,025 Underlying: Common Stock · 2,025 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 22:06 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,017 | $19.66 | $19,994.22 |
DisclosureSEC source: 0000950170-25-049695 · ownership.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,097 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:15 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 900 | $22.21 | $19,989.00 |
DisclosureSEC source: 0000950170-25-001180 · ownership.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,080 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:48 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,893 | $10.56 | $19,990.08 |
DisclosureSEC source: 0000950170-24-111806 · ownership.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,180 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 21:22 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 287 | $12.24 | $3,512.88 |
DisclosureSEC source: 0000950170-24-080759 · ownership.xml · nonDerivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 20:45 UTC | Bloom Energy Corp BE · Entity 2659 | GrantStock Option (Right to Buy) · Derivative | 30,932 | $0.00 Strike: $14.33 | $0.00 |
DisclosureSEC source: 0000950170-24-074957 · ownership.xml · derivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,932 Underlying: Class A Common Stock · 30,932 shares Expires 2034-06-15 F1 · derivative.exercise_date: This option represents a right to purchase 30,932 shares of the Issuer's Class A Common Stock, which will vest in three equal annual installments following June 15, 2024, subject to the Reporting Person's continued service through each applicable vesting date. Read SEC document |
| June 11, 2024 Filed Jun 13, 2024 21:05 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 1,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-071336 · tm2417191-2_4seq1.xml · derivative · entry 2 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,456 Underlying: Common Stock · 1,456 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F3 · derivative.exercise_date: The deferred stock units will vest on May 2, 2025 and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Plan, or (ii) as otherwise provided by the Plan. F3 · derivative.expiration_date: The deferred stock units will vest on May 2, 2025 and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Plan, or (ii) as otherwise provided by the Plan. Read SEC document |
| June 11, 2024 Filed Jun 13, 2024 21:05 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-071336 · tm2417191-2_4seq1.xml · derivative · entry 1 Pinkus Gary S · CIK 0002026205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,068 Underlying: Common Stock · 1,068 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units are fully vested and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units are fully vested and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. 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.