Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Core Scientific, Inc./txCORZ · Entity 389 | EVP, Chief Financial Officer | May 20, 2026 | May 22, 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.
Core Scientific, Inc./tx
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,043,056 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 120,074 · Balance 1,043,056 F1: Represents an annual restricted stock unit ("RSU") grant. One-third of the RSUs will vest on March 15, 2027, and the remaining two-thirds of the RSUs will vest in eight substantially equal quarterly installments thereafter, provided that the Reporting Person continues to provide service to the Issuer on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual restricted stock unit ("RSU") grant. One-third of the RSUs will vest on March 15, 2027, and the remaining two-thirds of the RSUs will vest in eight substantially equal quarterly installments thereafter, provided that the Reporting Person continues to provide service to the Issuer on each vesting date.
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 20, 2026 Filed May 22, 2026 20:14 UTC | Core Scientific, Inc./tx CORZ · Entity 389 | GrantCommon Stock | 120,074 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-002627 · form4.xml · nonDerivative · entry 1 Nygaard James P Jr · CIK 0001842273 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,043,056 F1 · shares: Represents an annual restricted stock unit ("RSU") grant. One-third of the RSUs will vest on March 15, 2027, and the remaining two-thirds of the RSUs will vest in eight substantially equal quarterly installments thereafter, provided that the Reporting Person continues to provide service to the Issuer on each vesting date. Read SEC document |
| March 26, 2026 Filed Mar 27, 2026 22:45 UTC Amendment | Core Scientific, Inc./tx CORZ · Entity 389 | Tax withholdingCommon Stock | 98,671 | $16.42 | $1,620,177.82 |
DisclosureSEC source: 0000905148-26-001456 · form4a.xml · nonDerivative · entry 1 Nygaard James P Jr · CIK 0001842273 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 922,982 F1 · kind: Represents shares withheld to satisfy withholding tax obligations upon the vesting of restricted stock units. F2 · balance_after: Reported amount reflects the acquisition of 3,555 shares of Common Stock and the acquisition of 336 shares of Common Stock that the Reporting Person received on July 17, 2025 and December 24, 2025, respectively, for no consideration in connection with in-kind distributions by XMS XPDI Sponsor Holdings LLC, which were exempt from Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), pursuant to Rule 16a-9 under the Exchange Act. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 20:06 UTC | Core Scientific, Inc./tx CORZ · Entity 389 | Tax withholdingCommon Stock | 92,725 | $16.42 | $1,522,544.50 |
DisclosureSEC source: 0000905148-26-001399 · form4.xml · nonDerivative · entry 1 Nygaard James P Jr · CIK 0001842273 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 928,928 F1 · kind: Represents shares withheld to satisfy withholding tax obligations upon the vesting of restricted stock units. F2 · balance_after: Reported amount reflects the acquisition of 3,555 shares of Common Stock and the acquisition of 336 shares of Common Stock that the Reporting Person received on July 17, 2025 and December 24, 2025, respectively, for no consideration in connection with in-kind distributions by XMS XPDI Sponsor Holdings LLC, which were exempt from Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), pursuant to Rule 16a-9 under the Exchange Act. Read SEC document |
| March 26, 2025 Filed Mar 27, 2025 20:24 UTC | Core Scientific, Inc./tx CORZ · Entity 389 | GrantCommon Stock | 819,672 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-001015 · form4.xml · nonDerivative · entry 1 Nygaard James P Jr · CIK 0001842273 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,017,762 F1 · shares: Represents a restricted stock unit ("RSU") grant. The RSUs will vest in equal installments on each of the first three anniversaries of March 17, 2025, provided that the Reporting Person continues to provide service to the Issuer on each vesting date. 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.