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 |
| Heliogen, Inc.HLGN · Entity 78373 | Director | August 01, 2024 | August 05, 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.
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 | 38,940 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 1,063 · Balance 38,940 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. |
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.
Heliogen, Inc.
Report date August 01, 2024 · Filed August 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,846 |
Reported balance
After 2024-08-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-08-01 · Grant · Acquired 2,142 · Balance 6,846 F1: Consists of 2,142 restricted stock units ("RSUs") granted to the Reporting Person under the 2021 Equity Incentive Plan (the "Plan"), pursuant to the Amended and Restated Non-Employee Director Compensation Policy of the Issuer, vesting on the earlier of (i) August 1, 2025 and (ii) the day before the Issuer's next annual meeting of shareholders after the grant date, in each case, subject to the Reporting Person's continuous service as defined in the Plan through the vesting date. The RSUs are payable in an equivalent number of shares of common stock of the Issuer. F2: On August 31, 2023, the Issuer effected a 1-for-35 reverse stock split (the "Reverse Stock Split") of its outstanding shares of Common Stock. The numbers of shares of Common Stock reported on this Form 4 have been adjusted to reflect the Reverse Split unless otherwise noted. F3: Also includes 2,562 RSUs granted to the Reporting Person under the Plan vesting in three equal annual installments such that the RSUs are fully vested on September 12, 2025, subject to the Reporting Person's continuous service as defined in the Plan through each vesting date. The RSUs are payable in an equivalent number of shares of common stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of 2,142 restricted stock units ("RSUs") granted to the Reporting Person under the 2021 Equity Incentive Plan (the "Plan"), pursuant to the Amended and Restated Non-Employee Director Compensation Policy of the Issuer, vesting on the earlier of (i) August 1, 2025 and (ii) the day before the Issuer's next annual meeting of shareholders after the grant date, in each case, subject to the Reporting Person's continuous service as defined in the Plan through the vesting date. The RSUs are payable in an equivalent number of shares of common stock of the Issuer.
F2: On August 31, 2023, the Issuer effected a 1-for-35 reverse stock split (the "Reverse Stock Split") of its outstanding shares of Common Stock. The numbers of shares of Common Stock reported on this Form 4 have been adjusted to reflect the Reverse Split unless otherwise noted.
F3: Also includes 2,562 RSUs granted to the Reporting Person under the Plan vesting in three equal annual installments such that the RSUs are fully vested on September 12, 2025, subject to the Reporting Person's continuous service as defined in the Plan through each vesting date. The RSUs are payable in an equivalent number of shares of common stock of the Issuer.
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 21, 2026 Filed May 27, 2026 01:38 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-240081 · ownership.xml · nonDerivative · entry 1 Burger Barbara J · CIK 0001944715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,940 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. Read SEC document |
| May 14, 2025 Filed May 16, 2025 22:19 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 9,877 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-073799 · ownership.xml · nonDerivative · entry 1 Burger Barbara J · CIK 0001944715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,877 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. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 20:35 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 28,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-090845 · ownership.xml · nonDerivative · entry 1 Burger Barbara J · CIK 0001944715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 F1 · shares: Restricted stock units ("RSUs") granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. The RSUs will vest in three equal annual installments following August 1, 2024, subject to the Reporting Person's continued service through each applicable vesting date. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 17:47 UTC | Heliogen, Inc. HLGN · Entity 78373 | GrantCommon Stock | 2,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-021667 · form4.xml · nonDerivative · entry 1 Burger Barbara J · CIK 0001944715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,846 F1 · shares: Consists of 2,142 restricted stock units ("RSUs") granted to the Reporting Person under the 2021 Equity Incentive Plan (the "Plan"), pursuant to the Amended and Restated Non-Employee Director Compensation Policy of the Issuer, vesting on the earlier of (i) August 1, 2025 and (ii) the day before the Issuer's next annual meeting of shareholders after the grant date, in each case, subject to the Reporting Person's continuous service as defined in the Plan through the vesting date. The RSUs are payable in an equivalent number of shares of common stock of the Issuer. F2 · balance_after: On August 31, 2023, the Issuer effected a 1-for-35 reverse stock split (the "Reverse Stock Split") of its outstanding shares of Common Stock. The numbers of shares of Common Stock reported on this Form 4 have been adjusted to reflect the Reverse Split unless otherwise noted. F3 · balance_after: Also includes 2,562 RSUs granted to the Reporting Person under the Plan vesting in three equal annual installments such that the RSUs are fully vested on September 12, 2025, subject to the Reporting Person's continuous service as defined in the Plan through each vesting date. The RSUs are payable in an equivalent number of shares of common stock of the Issuer. Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 17:20 UTC | Heliogen, Inc. HLGN · Entity 78373 | GrantCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022148 · form4.xml · nonDerivative · entry 1 Burger Barbara J · CIK 0001944715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,686 F1 · shares: Consists of 75,000 restricted stock units ("RSUs") granted to the Reporting Person under the 2021 Equity Incentive Plan (the "Plan"), pursuant to the Amended and Restated Non-Employee Director Compensation Policy of the Issuer, vesting on the earlier of (i) August 3, 2024 and (ii) the day before the Issuer's next annual meeting of shareholders after the grant date, in each case, subject to the Reporting Person's continuous service as defined in the Plan through the vesting date. The RSUs are payable in an equivalent number of shares of common stock of the Issuer. F2 · balance_after: Also includes 89,686 RSUs granted to the Reporting Person under the Plan vesting in three equal annual installments such that the RSUs are fully vested on September 12, 2025, subject to the Reporting Person's continuous service as defined in the Plan through each vesting date. The RSUs are payable in an equivalent number of shares of common stock of the Issuer. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 16:07 UTC | Heliogen, Inc. HLGN · Entity 78373 | GrantCommon stock | 89,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049891 · doc4.xml · nonDerivative · entry 1 Burger Barbara J · CIK 0001944715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,686 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person under Issuer's 2021 Equity Incentive Plan (the "Plan"), pursuant to the Non-Employee Director Compensation Policy, vesting in three equal annual installments commencing on September 12, 2022, subject to the Reporting Person's continuous service as defined in the Plan through each vesting date. The RSUs are payable in an equivalent number of shares of common stock of the Issuer. 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.