person · Reporting owner

Charlton Kevin M.

Disclosed activity across 7 companies

Tapewire entity: 36569
SEC CIK: 0001558255

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Daseke, Inc.DSKE · Entity 92403	Director	June 01, 2020	June 03, 2020
Evolv Technologies Holdings, Inc.EVLV · Entity 5017	Director	July 16, 2026	October 06, 2026
NRC GROUP HOLDINGS CORP.HCAC.U · Entity 154032	Director · President and COO	June 22, 2017	June 22, 2017
NewHold Investment Corp IVNHIV · Entity 6027	Chief Executive Officer	April 14, 2026	April 16, 2026
NewHold Investment Corp. IINHIC · Entity 134004	Chief Executive Officer · 10% owner	October 29, 2021	November 02, 2021
NewHold Investment Corp. IIINHIC · Entity 5972	Chief Executive Officer	February 27, 2025	April 25, 2025
SPIRIT REALTY CAPITAL, INC.SRC · Entity 94984	Director	January 23, 2024	January 23, 2024

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.

Daseke, Inc.

Report date June 01, 2020 · Filed June 03, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	169,650	Reported balance After 2020-06-01 transaction · row 1 1 source row Row 1 · 2020-06-01 · Exercise / conversion · Acquired 11,574 · Balance 169,650 F1: Represents the number of shares of common stock issued upon the vesting of a restricted stock unit ("RSU") granted to the Reporting Person on June 1, 2019. F2: RSUs convert into common stock on a one-for-one basis.
Restricted Stock UnitSEC Table II · derivative / convertible security	Direct	29,657	Reported balance After 2020-06-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2020-06-01 · Grant · Acquired 18,083 · Balance 29,657 F3: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F4: The reporting person received 18,083 RSUs, which will fully vest on June 1, 2021. Upon vesting, such RSUs will be settled in, at the discretion of the board of directors of the Issuer, either shares of common stock or cash. F5: Not Applicable F6: This total includes prior awards that have different vesting expiration dates
Restricted Stock UnitSEC Table II · derivative / convertible security	Direct	18,083	Reported balance After 2020-06-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2020-06-01 · Exercise / conversion · Disposed 11,574 · Balance 18,083 F2: RSUs convert into common stock on a one-for-one basis. F1: Represents the number of shares of common stock issued upon the vesting of a restricted stock unit ("RSU") granted to the Reporting Person on June 1, 2019. F7: The Reporting Person received 11,574 RSUs on June 1, 2019 which fully vested on June 1, 2020. F5: Not Applicable

Filing footnotes · ownership attribution and instrument terms

F1: Represents the number of shares of common stock issued upon the vesting of a restricted stock unit ("RSU") granted to the Reporting Person on June 1, 2019.

F2: RSUs convert into common stock on a one-for-one basis.

F3: Each RSU represents a contingent right to receive one share of the Issuer's common stock.

F4: The reporting person received 18,083 RSUs, which will fully vest on June 1, 2021. Upon vesting, such RSUs will be settled in, at the discretion of the board of directors of the Issuer, either shares of common stock or cash.

F5: Not Applicable

F6: This total includes prior awards that have different vesting expiration dates

F7: The Reporting Person received 11,574 RSUs on June 1, 2019 which fully vested on June 1, 2020.

Evolv Technologies Holdings, Inc.

Report date July 16, 2026 · Filed October 06, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	291,510	Reported balance After 2026-07-16 transaction · row 1 1 source row Row 1 · 2026-07-16 · Disposition to issuer · Disposed 67,500 · Balance 291,510 F1: Represents unvested founder shares that were automatically forfeited and cancelled for no consideration on July 16, 2026 because the applicable vesting conditions were not satisfied.
Class A Common StockSEC Table I · non-derivative	IndirectBy IRA	44,081	Reported balance Holding disclosure · report date 2026-07-16 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 44,081

Filing footnotes · ownership attribution and instrument terms

F1: Represents unvested founder shares that were automatically forfeited and cancelled for no consideration on July 16, 2026 because the applicable vesting conditions were not satisfied.

NRC GROUP HOLDINGS CORP.

Report date June 22, 2017 · Filed June 22, 2017

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	500,000	Reported balance Holding disclosure · report date 2017-06-22 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 500,000 F1: The reporting person also has pecuniary interests in shares of common stock through his membership interest in Hennessy Capital Partners III LLC, over which the reporting person does not have voting or dispositive control.

Filing footnotes · ownership attribution and instrument terms

F1: The reporting person also has pecuniary interests in shares of common stock through his membership interest in Hennessy Capital Partners III LLC, over which the reporting person does not have voting or dispositive control.

NewHold Investment Corp IV

Report date April 14, 2026 · Filed April 16, 2026

This filing explicitly reported no securities owned.

NewHold Investment Corp. II

Report date October 29, 2021 · Filed November 02, 2021 · Amendment

Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Warrants to purchase Class A Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $11.50	IndirectSee Footnote	6,070,254	Reported balance After 2021-10-29 transaction · row 1 Amendment: may correct only part of an earlier disclosure. 1 source row Row 1 · 2021-10-29 · Purchase · Acquired 391,578 · Balance 6,070,254 F1: In connection with the exercise of the underwriters' over-allotment option, NewHold Industrial Technology Holdings LLC II, the sponsor of the registrant (the "Sponsor"), purchased an additional 391,578 warrants as contemplated under the purchase agreement for the warrants. F2: The warrants become exercisable on the later of (i) 30 days after the completion of the registrant's initial business combination and (ii) 12 months from the closing of the registrant's initial public offering. F3: The warrants expire 5 years after the completion of the registrant's initial business combination or earlier upon redemption or liquidation, as described in the registrant's prospectus filed with the SEC. F4: The securities reported herein are directly held by the Sponsor, which is controlled by NewHold Enterprises LLC. Investment and voting decisions for NewHold Enterprises LLC are made by Kevin Charlton, Charles Goldman, Charlie Baynes-Reid and Adam Deutsch. The reporting person disclaims any pecuniary interest in the securities reported herein except to the extent of his beneficial interest in NewHold Enterprises LLC.
Class B Common StockSEC Table II · derivative / convertible security	IndirectSee Footnote	2,052,374	Reported balance After 2021-10-29 transaction · row 2 Amendment: may correct only part of an earlier disclosure. 1 source row Row 2 · 2021-10-29 · Other · Disposed 145,640 · Balance 2,052,374 F5: As described in the registrant's registration statement on Form S-1 (File No. 333-254667) under the heading "Description of Securities - Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. F6: As contemplated in connection with the registrant's initial public offering, 145,640 shares of Class B common stock were returned by the Sponsor to the registrant for no consideration and cancelled because the underwriters' over-allotment option was partially exercised and the remaining portion of the option will not be exercised by the underwriters. F4: The securities reported herein are directly held by the Sponsor, which is controlled by NewHold Enterprises LLC. Investment and voting decisions for NewHold Enterprises LLC are made by Kevin Charlton, Charles Goldman, Charlie Baynes-Reid and Adam Deutsch. The reporting person disclaims any pecuniary interest in the securities reported herein except to the extent of his beneficial interest in NewHold Enterprises LLC.

Filing footnotes · ownership attribution and instrument terms

F1: In connection with the exercise of the underwriters' over-allotment option, NewHold Industrial Technology Holdings LLC II, the sponsor of the registrant (the "Sponsor"), purchased an additional 391,578 warrants as contemplated under the purchase agreement for the warrants.

F2: The warrants become exercisable on the later of (i) 30 days after the completion of the registrant's initial business combination and (ii) 12 months from the closing of the registrant's initial public offering.

F3: The warrants expire 5 years after the completion of the registrant's initial business combination or earlier upon redemption or liquidation, as described in the registrant's prospectus filed with the SEC.

F4: The securities reported herein are directly held by the Sponsor, which is controlled by NewHold Enterprises LLC. Investment and voting decisions for NewHold Enterprises LLC are made by Kevin Charlton, Charles Goldman, Charlie Baynes-Reid and Adam Deutsch. The reporting person disclaims any pecuniary interest in the securities reported herein except to the extent of his beneficial interest in NewHold Enterprises LLC.

F5: As described in the registrant's registration statement on Form S-1 (File No. 333-254667) under the heading "Description of Securities - Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date.

F6: As contemplated in connection with the registrant's initial public offering, 145,640 shares of Class B common stock were returned by the Sponsor to the registrant for no consideration and cancelled because the underwriters' over-allotment option was partially exercised and the remaining portion of the option will not be exercised by the underwriters.

NewHold Investment Corp. III

Report date February 27, 2025 · Filed April 25, 2025

This filing explicitly reported no securities owned.

SPIRIT REALTY CAPITAL, INC.

Report date January 23, 2024 · Filed January 23, 2024

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common stock, par value $0.05 per shareSEC Table I · non-derivative	Direct	0	Reported balance After 2024-01-23 transaction · row 1 1 source row Row 1 · 2024-01-23 · Disposition to issuer · Disposed 33,579 · Balance 0 F1: Represents shares of the Company's common stock (including restricted stock) disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation (Realty Income), Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented from time to time, the Merger Agreement). In accordance with the Merger Agreement, upon the Effective Time, each share of the Company's common stock was converted into the right to receive 0.762 shares of common stock of Realty Income.

Filing footnotes · ownership attribution and instrument terms

F1: Represents shares of the Company's common stock (including restricted stock) disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation (Realty Income), Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented from time to time, the Merger Agreement). In accordance with the Merger Agreement, upon the Effective Time, each share of the Company's common stock was converted into the right to receive 0.762 shares of common stock of Realty Income.

Transaction history

JSON API

Purchases/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 01, 2019 Filed Jun 4, 2019 21:50 UTC	Daseke, Inc. DSKE · Entity 92403	GrantRestricted Stock Unit · Derivative	11,574	$4.32	$49,999.68	Disclosure SEC source: 0001225208-19-008839 · doc4.xml · derivative · entry 2 Charlton Kevin M. · CIK 0001558255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,826 Underlying: Common Stock · 11,574 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The Reporting Person received 11,574 RSUs, which will fully vest on June 1, 2020, assuming Reporting Person was still a director through December 31, 2019. Upon vesting, the Reporting Person will receive a number of shares of common stock equal to the number of RSUs that have vested. F5 · derivative.expiration_date: Not Applicable F6 · balance_after: This total includes prior awards that have different vesting expiration dates. Read SEC document
June 01, 2019 Filed Jun 4, 2019 21:50 UTC	Daseke, Inc. DSKE · Entity 92403	Exercise / conversionCommon Stock	5,252	$0.00	$0.00	Disclosure SEC source: 0001225208-19-008839 · doc4.xml · nonDerivative · entry 1 Charlton Kevin M. · CIK 0001558255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,076 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 · shares: Represents the number of shares of common stock issued upon the vesting of a restricted stock unit ("RSU") granted to the Reporting Person on June 1, 2018. F2 · price: RSUs convert into common stock on a one-for-one basis. Read SEC document
May 09, 2019 Filed May 13, 2019 17:06 UTC	SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984	GrantCommon Stock, par value $0.05 per share	2,636	$41.72	$109,973.92	Disclosure SEC source: 0001308606-19-000075 · wf-form4_155778158171802.xml · nonDerivative · entry 1 Charlton Kevin M. · CIK 0001558255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,485 F1 · shares: 2019 Annual Restricted Stock Award for Director service. Restrictions lapse 12 months following date of grant. F2 · balance_after: Shares are reflected on a post-split basis in accordance with the one-for-five reverse stock split completed by Spirit Realty Capital, Inc. in December 2018. Read SEC document
July 25, 2018 Filed Apr 16, 2019 13:08 UTC	Daseke, Inc. DSKE · Entity 92403	GrantRestricted Stock Unit · Derivative	5,252	$0.00	$0.00	Disclosure SEC source: 0001225208-19-006780 · doc4.xml · derivative · entry 1 Charlton Kevin M. · CIK 0001558255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,252 Underlying: Common Stock · 5,252 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The reporting person received 5,252 restricted stock units, which will fully vest on June 1, 2019, assuming reporting person was still a director through December 31, 2018. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F3 · derivative.expiration_date: Not Applicable Read SEC document
June 27, 2018 Filed Jun 28, 2018 16:42 UTC	SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984	GrantCommon Stock, par value $0.01 per share	10,241	$8.30	$85,000.30	Disclosure SEC source: 0001308606-18-000069 · wf-form4_153021851082324.xml · nonDerivative · entry 1 Charlton Kevin M. · CIK 0001558255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,249 F1 · shares: 2018 Annual Restricted Stock Award for Director service. Restrictions lapse 12 months following date of grant. Read SEC document
May 18, 2018 Filed May 21, 2018 21:24 UTC	Daseke, Inc. DSKE · Entity 92403	PurchaseCommon Stock	5,000	$9.33	$46,662.50	Disclosure SEC source: 0001104659-18-034867 · a4.xml · nonDerivative · entry 1 Charlton Kevin M. · CIK 0001558255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,824 F1 · shares: On May 18, 2018, Mr. Charlton purchased these shares in multiple trades at prices ranging from $9.27 to $9.43. The price reported above in Column 4 reflects the weighted average purchase price. Mr. Charlton hereby undertakes to provide to the Securities and Exchange Commission staff, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares and prices at which the transactions were effected. Read SEC document
February 20, 2018 Filed Feb 20, 2018 22:58 UTC	Daseke, Inc. DSKE · Entity 92403	SaleCommon Stock	80,000	$9.99	$799,240.00	Disclosure SEC source: 0001104659-18-010835 · a4.xml · nonDerivative · entry 1 Charlton Kevin M. · CIK 0001558255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,824 F1 · kind: This Common Stock was sold by the reporting person in a registered underwritten offering pursuant to an underwriting agreement entered into on February 14, 2018. F1 · shares: This Common Stock was sold by the reporting person in a registered underwritten offering pursuant to an underwriting agreement entered into on February 14, 2018. F2 · price: Represents the public offering price of $10.60 per share of Common Stock less the underwriting discounts and commissions of $0.6095 per share of Common Stock. F1 · balance_after: This Common Stock was sold by the reporting person in a registered underwritten offering pursuant to an underwriting agreement entered into on February 14, 2018. Read SEC document
June 28, 2017 Filed Jun 29, 2017 17:24 UTC	SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984	GrantCommon Stock, par value $0.01 per share	3,948	$7.60	$30,004.80	Disclosure SEC source: 0001308606-17-000099 · wf-form4_149877133148483.xml · nonDerivative · entry 2 Charlton Kevin M. · CIK 0001558255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,008 F2 · shares: One-time award of Restricted Stock in connection with appointment as a Member of the Operating Committee of the Board of Directors on May 8, 2017. Restrictions lapse May 8, 2018. Read SEC document
June 28, 2017 Filed Jun 29, 2017 17:24 UTC	SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984	GrantCommon Stock, par value $0.01 per share	11,185	$7.60	$85,006.00	Disclosure SEC source: 0001308606-17-000099 · wf-form4_149877133148483.xml · nonDerivative · entry 1 Charlton Kevin M. · CIK 0001558255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,060 F1 · shares: 2017 Annual Restricted Stock Award for Director service. Restrictions lapse 12 months following date of grant. Read SEC document
March 21, 2017 Filed Mar 23, 2017 20:18 UTC	Daseke, Inc. DSKE · Entity 92403	OtherWarrants · Derivative	198,918	$0.00 Strike: $5.75	$0.00	Disclosure SEC source: 0001104659-17-018848 · a4.xml · derivative · entry 2 Charlton Kevin M. · CIK 0001558255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,918 Underlying: Common Stock · 99,459 shares Expires 2022-02-27 F1 · kind: Represents receipt of the reporting person's pro rata distribution of the shares of common stock and warrants of the registrant held by Hennessy Capital Partners II, LLC. F1 · price: Represents receipt of the reporting person's pro rata distribution of the shares of common stock and warrants of the registrant held by Hennessy Capital Partners II, LLC. Read SEC document
March 21, 2017 Filed Mar 23, 2017 20:18 UTC	Daseke, Inc. DSKE · Entity 92403	OtherCommon Stock	13,824	$0.00	$0.00	Disclosure SEC source: 0001104659-17-018848 · a4.xml · nonDerivative · entry 1 Charlton Kevin M. · CIK 0001558255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,824 F1 · kind: Represents receipt of the reporting person's pro rata distribution of the shares of common stock and warrants of the registrant held by Hennessy Capital Partners II, LLC. F1 · price: Represents receipt of the reporting person's pro rata distribution of the shares of common stock and warrants of the registrant held by Hennessy Capital Partners II, LLC. Read SEC document
February 27, 2017 Filed Mar 2, 2017 02:24 UTC	Daseke, Inc. DSKE · Entity 92403	GrantDirector Stock Option (right to buy) · Derivative	25,000	$0.00 Strike: $9.98	$0.00	Disclosure SEC source: 0001104659-17-013186 · a4.xml · derivative · entry 1 Charlton Kevin M. · CIK 0001558255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2027-02-27 F1 · derivative.exercise_date: The option vests in five equal annual installments beginning on February 27, 2018. 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.