Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKBAUD INCBLKB · Entity 476 | Director | August 02, 2021 | August 04, 2021 |
| Energy Vault Holdings, Inc.NRGV · Entity 5363 | Director | May 29, 2026 | June 01, 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.
BLACKBAUD INC
Report date August 02, 2021 · Filed August 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,509 |
Reported balance
After 2021-08-02 transaction · row 1
1 source rowRow 1 · 2021-08-02 · Grant · Acquired 3,163 · Balance 13,509 F1: Represents a restricted stock award, all of which shall vest on August 2, 2022 or, if earlier, immediately prior to the 2022 annual election of directors of the Company, provided that the reporting person is then serving as a director of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock award, all of which shall vest on August 2, 2022 or, if earlier, immediately prior to the 2022 annual election of directors of the Company, provided that the reporting person is then serving as a director of the Company.
Energy Vault Holdings, Inc.
Report date May 29, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 387,814 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 22,026 · Balance 387,814 F1: Reflects an award of restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs vest (subject to the reporting person's continued service on the Board) on June 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award of restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs vest (subject to the reporting person's continued service on the Board) on June 1, 2027.
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 29, 2026 Filed Jun 1, 2026 20:42 UTC | Energy Vault Holdings, Inc. NRGV · Entity 5363 | GrantCommon Stock | 22,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001828536-26-000072 · wk-form4_1780346546.xml · nonDerivative · entry 1 Ertel Thomas R · CIK 0001725272 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 387,814 F1 · shares: Reflects an award of restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs vest (subject to the reporting person's continued service on the Board) on June 1, 2027. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 16:53 UTC | Energy Vault Holdings, Inc. NRGV · Entity 5363 | PurchaseCommon Stock | 5,450 | $3.37 | $18,365.96 |
DisclosureSEC source: 0001725272-26-000002 · wk-form4_1772729602.xml · nonDerivative · entry 1 Ertel Thomas R · CIK 0001725272 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 365,788 F1 · price: The shares are purchased in one transaction at a price given in Column 4. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:22 UTC | Energy Vault Holdings, Inc. NRGV · Entity 5363 | GrantCommon Stock | 161,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001725272-25-000004 · wk-form4_1758226929.xml · nonDerivative · entry 1 Ertel Thomas R · CIK 0001725272 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,338 F1 · shares: Reflects an award of restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs vest (subject to the reporting person's continued service on the Board) after the first anniversary of the Vesting Commencement Date - May 30, 2025. Read SEC document |
| August 28, 2025 Filed Aug 28, 2025 17:49 UTC | Energy Vault Holdings, Inc. NRGV · Entity 5363 | PurchaseCommon Stock | 11,200 | $1.81 | $20,229.44 |
DisclosureSEC source: 0001828536-25-000127 · wk-form4_1756403384.xml · nonDerivative · entry 1 Ertel Thomas R · CIK 0001725272 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,206 F1 · acquired: The shares are purchased in one transaction at a price provided in Column 4. Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 19:35 UTC | Energy Vault Holdings, Inc. NRGV · Entity 5363 | PurchaseCommon Stock | 13,300 | $1.44 | $19,150.67 |
DisclosureSEC source: 0001828536-25-000111 · wk-form4_1755027328.xml · nonDerivative · entry 1 Ertel Thomas R · CIK 0001725272 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,006 F1 · kind: The shares are purchased in one transaction at a price provided in Column 4. Read SEC document |
| May 24, 2024 Filed May 29, 2024 20:34 UTC | Energy Vault Holdings, Inc. NRGV · Entity 5363 | GrantCommon Stock | 79,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001828536-24-000121 · wk-form4_1717014849.xml · nonDerivative · entry 1 Ertel Thomas R · CIK 0001725272 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,706 F1 · shares: Reflects an award of restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest (subject to the Reporting Person's continued service to the Board) on the earlier of (i) the date of the next Annual Meeting occurring after the date of grant or (ii) May 24, 2025. Read SEC document |
| May 25, 2023 Filed May 30, 2023 21:03 UTC | Energy Vault Holdings, Inc. NRGV · Entity 5363 | GrantCommon Stock | 48,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001828536-23-000089 · wf-form4_168548060938116.xml · nonDerivative · entry 1 Ertel Thomas R · CIK 0001725272 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,369 F1 · shares: Reflects an award of restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest (subject to the Reporting Person's continued service to the Board) on the earlier of (i) the date of the next Annual Meeting occurring after the date of grant or (ii) May 25, 2024. Read SEC document |
| December 16, 2022 Filed Feb 11, 2023 00:29 UTC | Energy Vault Holdings, Inc. NRGV · Entity 5363 | GrantCommon Stock | 46,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-018744 · tm236389-5_4seq1.xml · nonDerivative · entry 1 Ertel Thomas R · CIK 0001725272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,516 F1 · shares: Reflects an award of restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest (subject to the Reporting Person's continued service to the Company or its subsidiaries through the applicable vesting date) in three equal annual installments, such that the RSUs will be fully vested on October 31, 2025. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 22:41 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 3,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049780 · doc4.xml · nonDerivative · entry 1 Ertel Thomas R · CIK 0001725272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,509 F1 · shares: Represents a restricted stock award, all of which shall vest on August 2, 2022 or, if earlier, immediately prior to the 2022 annual election of directors of the Company, provided that the reporting person is then serving as a director of the Company. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 21:47 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 4,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-045230 · doc4.xml · nonDerivative · entry 1 Ertel Thomas R · CIK 0001725272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,346 F1 · shares: Represents a restricted stock award, all of which shall vest on August 3, 2021 or, if earlier, immediately prior to the 2021 annual election of directors of the Company, provided that the reporting person is then serving as a director of the Company. Read SEC document |
| August 05, 2019 Filed Aug 12, 2019 21:45 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 2,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-045573 · doc4.xml · nonDerivative · entry 1 Ertel Thomas R · CIK 0001725272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,227 F1 · shares: Represents a restricted stock award, all of which shall vest on August 5, 2020 or, if earlier, immediately prior to the 2020 annual election of directors of the Company, provided that the reporting person is then serving as a director of the Company. Read SEC document |
| August 02, 2018 Filed Aug 7, 2018 21:32 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 2,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045723 · doc4.xml · nonDerivative · entry 1 Ertel Thomas R · CIK 0001725272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,385 F1 · shares: Represents a restricted stock award, all of which shall vest on August 2, 2019 or, if earlier, immediately prior to the 2019 annual election of directors of the Company, provided that the reporting person is then serving as a director of the Company. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 23:22 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 1,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010144 · doc4.xml · nonDerivative · entry 1 Ertel Thomas R · CIK 0001725272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,240 F1 · shares: Represents a restricted stock award, all of which shall vest on February 12, 2019, provided that the reporting person is then serving as a director of the Company. 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.