Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNH Industrial N.V.CNH · Entity 3261 | See Remarks | May 26, 2026 | May 27, 2026 |
| Nikola CorpNKLA · Entity 85360 | Chief Legal Officer | April 25, 2024 | April 30, 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.
CNH Industrial N.V.
Report date May 26, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 27,888 |
Reported balance
After 2026-05-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-26 · Grant · Acquired 27,888 · Balance 27,888 F1: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. F2: On May 26, 2026, the Reporting Person was granted 27,888 RSUs vesting on February 28, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted share units ("RSUs") convert into common shares on a one-for-one basis.
F2: On May 26, 2026, the Reporting Person was granted 27,888 RSUs vesting on February 28, 2029.
Nikola Corp
Report date April 25, 2024 · Filed April 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,784,449 |
Reported balance
After 2024-04-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-04-25 · Grant · Acquired 1,137,000 · Balance 1,784,449 F1: Shares issuable upon settlement of a restricted stock unit award, subject to continued service with the Issuer through the vesting dates. The award vests in three equal annual installments beginning on March 3, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issuable upon settlement of a restricted stock unit award, subject to continued service with the Issuer through the vesting dates. The award vests in three equal annual installments beginning on March 3, 2025.
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 26, 2026 Filed May 27, 2026 18:36 UTC | CNH Industrial N.V. CNH · Entity 3261 | GrantRestricted Share Units · Derivative | 27,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-241563 · ownership.xml · derivative · entry 1 Worthen Britton M. · CIK 0001808889 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,888 Underlying: Common Shares · 27,888 shares Expires not disclosed F1 · derivative.exercise_price: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. F2 · derivative.exercise_date: On May 26, 2026, the Reporting Person was granted 27,888 RSUs vesting on February 28, 2029. F2 · derivative.expiration_date: On May 26, 2026, the Reporting Person was granted 27,888 RSUs vesting on February 28, 2029. Read SEC document |
| April 25, 2024 Filed Apr 30, 2024 00:47 UTC | Nikola Corp NKLA · Entity 85360 | GrantCommon Stock | 1,137,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-24-000118 · wk-form4_1714438056.xml · nonDerivative · entry 1 Worthen Britton M. · CIK 0001808889 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,784,449 F1 · security: Shares issuable upon settlement of a restricted stock unit award, subject to continued service with the Issuer through the vesting dates. The award vests in three equal annual installments beginning on March 3, 2025. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 23:59 UTC | Nikola Corp NKLA · Entity 85360 | SaleCommon Stock | 109,980 | $0.68 | $74,852.39 |
DisclosureSEC source: 0001731289-24-000087 · wk-form4_1709855960.xml · nonDerivative · entry 1 Worthen Britton M. · CIK 0001808889 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 647,449 F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of RSUs. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 22:56 UTC | Nikola Corp NKLA · Entity 85360 | SaleCommon Stock | 121,404 | $1.96 | $237,709.03 |
DisclosureSEC source: 0001731289-23-000210 · wk-form4_1691794553.xml · nonDerivative · entry 1 Worthen Britton M. · CIK 0001808889 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 757,429 F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of RSUs. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| April 28, 2022 Filed May 2, 2022 21:44 UTC | Nikola Corp NKLA · Entity 85360 | GrantCommon Stock | 340,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-22-000059 · wf-form4_165152784076216.xml · nonDerivative · entry 1 Worthen Britton M. · CIK 0001808889 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 878,833 F1 · security: Shares issuable upon settlement of a restricted stock unit award that vests on March 3, 2025, subject to continued service with the Issuer through such date. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 23:00 UTC | Nikola Corp NKLA · Entity 85360 | GrantCommon Stock | 238,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-21-000044 · wf-form4_161947803174805.xml · nonDerivative · entry 1 Worthen Britton M. · CIK 0001808889 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,303 F1 · security: Shares issuable upon settlement of a restricted stock unit award that vests on March 3, 2024, subject to continued service with the Issuer through such date. Read SEC document |
| August 21, 2020 Filed Aug 25, 2020 20:42 UTC | Nikola Corp NKLA · Entity 85360 | GrantMarket-Based Restricted Stock Unit · Derivative | 2,428,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-20-000032 · wf-form4_159838813629592.xml · derivative · entry 2 Worthen Britton M. · CIK 0001808889 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,428,000 Underlying: Common Stock · 2,428,000 shares Expires not disclosed F2 · derivative.exercise_price: Maximum number of shares issuable upon settlement of a market-based restricted stock unit award based upon the achievement of share price milestones of the Company's common stock between July 20, 2020 through June 3, 2023, subject to continued service with the Issuer through June 3, 2023. F2 · derivative.exercise_date: Maximum number of shares issuable upon settlement of a market-based restricted stock unit award based upon the achievement of share price milestones of the Company's common stock between July 20, 2020 through June 3, 2023, subject to continued service with the Issuer through June 3, 2023. F2 · derivative.expiration_date: Maximum number of shares issuable upon settlement of a market-based restricted stock unit award based upon the achievement of share price milestones of the Company's common stock between July 20, 2020 through June 3, 2023, subject to continued service with the Issuer through June 3, 2023. Read SEC document |
| August 21, 2020 Filed Aug 25, 2020 20:42 UTC | Nikola Corp NKLA · Entity 85360 | GrantCommon Stock | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-20-000032 · wf-form4_159838813629592.xml · nonDerivative · entry 1 Worthen Britton M. · CIK 0001808889 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 F1 · security: Shares issuable upon settlement of a restricted stock unit award that vests on June 3, 2023, subject to continued service with the Issuer through such date. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:19 UTC | Nikola Corp NKLA · Entity 85360 | GrantStock Option (right to buy) · Derivative | 55,326 | Not disclosed Strike: $1.05 | Not disclosed |
DisclosureSEC source: 0001104659-20-070560 · a4.xml · derivative · entry 5 Worthen Britton M. · CIK 0001808889 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,326 Underlying: Common Stock · 55,326 shares Expires 2028-10-31 F2 · price: Received pursuant to the Business Combination Agreement, dated as of March 2, 2020, by and among VectoIQ Acquisition Corp. ("VectoIQ"), Nikola Corporation ("Legacy Nikola") and VCTIQ Merger Sub Corp., a wholly-owned subsidiary of VectoIQ ("Merger Sub"), pursuant to which Merger Sub merged with and into Legacy Nikola, with Legacy Nikola surviving the merger as a wholly-owned subsidiary of VectoIQ (which subsequently changed its name to "Nikola Corporation", the "Issuer"). F7 · price: Received in exchange for an option to purchase 29,104 shares of Legacy Nikola common stock. F1 · derivative.exercise_date: Option is fully vested and exercisable. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:19 UTC | Nikola Corp NKLA · Entity 85360 | GrantStock Option (right to buy) · Derivative | 2,851,500 | Not disclosed Strike: $1.05 | Not disclosed |
DisclosureSEC source: 0001104659-20-070560 · a4.xml · derivative · entry 4 Worthen Britton M. · CIK 0001808889 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,851,500 Underlying: Common Stock · 2,851,500 shares Expires 2029-03-18 F2 · price: Received pursuant to the Business Combination Agreement, dated as of March 2, 2020, by and among VectoIQ Acquisition Corp. ("VectoIQ"), Nikola Corporation ("Legacy Nikola") and VCTIQ Merger Sub Corp., a wholly-owned subsidiary of VectoIQ ("Merger Sub"), pursuant to which Merger Sub merged with and into Legacy Nikola, with Legacy Nikola surviving the merger as a wholly-owned subsidiary of VectoIQ (which subsequently changed its name to "Nikola Corporation", the "Issuer"). F6 · price: Received in exchange for an option to purchase 1,500,000 shares of Legacy Nikola common stock. F1 · derivative.exercise_date: Option is fully vested and exercisable. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:19 UTC | Nikola Corp NKLA · Entity 85360 | GrantStock Option (right to buy) · Derivative | 61,482 | Not disclosed Strike: $1.05 | Not disclosed |
DisclosureSEC source: 0001104659-20-070560 · a4.xml · derivative · entry 3 Worthen Britton M. · CIK 0001808889 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,482 Underlying: Common Stock · 61,482 shares Expires 2027-10-31 F2 · price: Received pursuant to the Business Combination Agreement, dated as of March 2, 2020, by and among VectoIQ Acquisition Corp. ("VectoIQ"), Nikola Corporation ("Legacy Nikola") and VCTIQ Merger Sub Corp., a wholly-owned subsidiary of VectoIQ ("Merger Sub"), pursuant to which Merger Sub merged with and into Legacy Nikola, with Legacy Nikola surviving the merger as a wholly-owned subsidiary of VectoIQ (which subsequently changed its name to "Nikola Corporation", the "Issuer"). F5 · price: Received in exchange for an option to purchase 32,342 shares of Legacy Nikola common stock. F1 · derivative.exercise_date: Option is fully vested and exercisable. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:19 UTC | Nikola Corp NKLA · Entity 85360 | GrantStock Option (right to buy) · Derivative | 380,200 | Not disclosed Strike: $1.05 | Not disclosed |
DisclosureSEC source: 0001104659-20-070560 · a4.xml · derivative · entry 2 Worthen Britton M. · CIK 0001808889 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,200 Underlying: Common Stock · 380,200 shares Expires 2028-10-16 F2 · price: Received pursuant to the Business Combination Agreement, dated as of March 2, 2020, by and among VectoIQ Acquisition Corp. ("VectoIQ"), Nikola Corporation ("Legacy Nikola") and VCTIQ Merger Sub Corp., a wholly-owned subsidiary of VectoIQ ("Merger Sub"), pursuant to which Merger Sub merged with and into Legacy Nikola, with Legacy Nikola surviving the merger as a wholly-owned subsidiary of VectoIQ (which subsequently changed its name to "Nikola Corporation", the "Issuer"). F4 · price: Received in exchange for an option to purchase 200,000 shares of Legacy Nikola common stock. F1 · derivative.exercise_date: Option is fully vested and exercisable. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:19 UTC | Nikola Corp NKLA · Entity 85360 | GrantStock Option (right to buy) · Derivative | 1,254,660 | Not disclosed Strike: $1.05 | Not disclosed |
DisclosureSEC source: 0001104659-20-070560 · a4.xml · derivative · entry 1 Worthen Britton M. · CIK 0001808889 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,254,660 Underlying: Common Stock · 1,254,660 shares Expires 2028-10-16 F2 · price: Received pursuant to the Business Combination Agreement, dated as of March 2, 2020, by and among VectoIQ Acquisition Corp. ("VectoIQ"), Nikola Corporation ("Legacy Nikola") and VCTIQ Merger Sub Corp., a wholly-owned subsidiary of VectoIQ ("Merger Sub"), pursuant to which Merger Sub merged with and into Legacy Nikola, with Legacy Nikola surviving the merger as a wholly-owned subsidiary of VectoIQ (which subsequently changed its name to "Nikola Corporation", the "Issuer"). F3 · price: Received in exchange for an option to purchase 660,000 shares of Legacy Nikola common stock. F1 · derivative.exercise_date: Option is fully vested and exercisable. 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.