Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSOLIDATED EDISON INCED · Entity 3081 | Director | May 19, 2026 | May 20, 2026 |
| EVgo Inc.EVGO · Entity 5642 | Director · CEO and Director | May 31, 2023 | June 03, 2023 |
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.
CONSOLIDATED EDISON INC
Report date May 19, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,581.551 |
Reported balance
After 2026-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 1,596 · Balance 5,581.551 F1: Represents the annual equity award of Deferred Stock Units ("DSU") under the Consolidated Edison, Inc. (the "Company") Long Term Incentive Plan (the "Plan"). Each DSU represents one share of the Company's Common Stock. F2: Includes 18.442, 33.869, 34.171 and 30.554 DSUs acquired on June 16, 2025, September 12, 2025, December 15, 2025, and March 16, 2026, respectively, pursuant to the dividend reinvestment provision of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the annual equity award of Deferred Stock Units ("DSU") under the Consolidated Edison, Inc. (the "Company") Long Term Incentive Plan (the "Plan"). Each DSU represents one share of the Company's Common Stock.
F2: Includes 18.442, 33.869, 34.171 and 30.554 DSUs acquired on June 16, 2025, September 12, 2025, December 15, 2025, and March 16, 2026, respectively, pursuant to the dividend reinvestment provision of the Plan.
EVgo Inc.
Report date May 31, 2023 · Filed June 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 163,796 |
Ending reported balance
After 2023-06-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-05-31 · Exercise / conversion · Acquired 99,681 · Balance 157,279 F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). Row 2 · 2023-05-31 · Exercise / conversion · Acquired 66,547 · Balance 223,826 F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). Row 3 · 2023-06-01 · Sale · Disposed 60,030 · Balance 163,796 F2: The price reported in column 4 is a weighted average price. Pursuant to the Issuer's sell to cover policy, the shares were sold in multiple transactions and solely in an amount sufficient to cover tax withholding obligations associated with the vesting events. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price in the transactions described in this footnote 2. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 99,681 |
Reported balance
After 2023-05-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-05-31 · Exercise / conversion · Disposed 99,681 · Balance 99,681 F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F3: The RSUs vest in three equal annual installments on each of the first three anniversaries of January 31, 2021, subject to the Reporting Person's continued employment through each such vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 133,095 |
Reported balance
After 2023-05-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-05-31 · Exercise / conversion · Disposed 66,547 · Balance 133,095 F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F4: The RSUs vest in three equal annual installments on each of the first three anniversaries of February 1, 2022, subject to the Reporting Person's continued employment through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock").
F2: The price reported in column 4 is a weighted average price. Pursuant to the Issuer's sell to cover policy, the shares were sold in multiple transactions and solely in an amount sufficient to cover tax withholding obligations associated with the vesting events. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price in the transactions described in this footnote 2.
F3: The RSUs vest in three equal annual installments on each of the first three anniversaries of January 31, 2021, subject to the Reporting Person's continued employment through each such vesting date.
F4: The RSUs vest in three equal annual installments on each of the first three anniversaries of February 1, 2022, subject to the Reporting Person's continued employment through each such 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 19, 2026 Filed May 20, 2026 20:12 UTC | CONSOLIDATED EDISON INC ED · Entity 3081 | GrantCommon Stock | 1,596 | $106.51 | $169,989.96 |
DisclosureSEC source: 0001047862-26-000116 · form4.xml · nonDerivative · entry 1 Zoi Catherine · CIK 0001869604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,581.551 F1 · shares: Represents the annual equity award of Deferred Stock Units ("DSU") under the Consolidated Edison, Inc. (the "Company") Long Term Incentive Plan (the "Plan"). Each DSU represents one share of the Company's Common Stock. F2 · balance_after: Includes 18.442, 33.869, 34.171 and 30.554 DSUs acquired on June 16, 2025, September 12, 2025, December 15, 2025, and March 16, 2026, respectively, pursuant to the dividend reinvestment provision of the Plan. Read SEC document |
| May 20, 2025 Filed May 21, 2025 20:11 UTC | CONSOLIDATED EDISON INC ED · Entity 3081 | GrantCommon Stock | 1,613 | $105.38 | $169,977.94 |
DisclosureSEC source: 0001062993-25-009983 · form4.xml · nonDerivative · entry 1 Zoi Catherine · CIK 0001869604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,868.515 F1 · shares: Represents the annual equity award of Deferred Stock Units ("DSU") under the Consolidated Edison, Inc. (the "Company") Long Term Incentive Plan (the "Plan"). Each DSU represents one share of the Company's Common Stock. F2 · balance_after: Includes 3.974, 17.464, 19.857 and 18.186 DSUs acquired on June 14, 2024, September 16, 2024, December 16, 2024, and March 14, 2025, respectively, pursuant to the dividend reinvestment provision of the Plan. Read SEC document |
| May 21, 2024 Filed May 22, 2024 20:28 UTC | CONSOLIDATED EDISON INC ED · Entity 3081 | GrantCommon Stock | 1,761 | $96.51 | $169,954.11 |
DisclosureSEC source: 0001062993-24-010956 · form4.xml · nonDerivative · entry 1 Zoi Catherine · CIK 0001869604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,196.034 F1 · shares: Represents the annual equity award of Deferred Stock Units ("DSU") under the Consolidated Edison, Inc. (the "Company") Long Term Incentive Plan (the "Plan"). Each DSU represents one share of the Company's Common Stock. F2 · balance_after: Includes 4.034 DSUs acquired on March 15, 2024 pursuant to the dividend reinvestment provision of the Plan. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:47 UTC | CONSOLIDATED EDISON INC ED · Entity 3081 | GrantCommon Stock | 431 | $92.78 | $39,988.18 |
DisclosureSEC source: 0001062993-24-001963 · form4.xml · nonDerivative · entry 1 Zoi Catherine · CIK 0001869604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 431 F1 · shares: Represents the pro-rata portion of the annual equity award of Deferred Stock Units ("DSU") under the Consolidated Edison, Inc. (the "Company") Long Term Incentive Plan granted to Ms. Zoi upon joining the Board of Directors of the Company. Each DSU represents one share of the Company's Common Stock. F1 · price: Represents the pro-rata portion of the annual equity award of Deferred Stock Units ("DSU") under the Consolidated Edison, Inc. (the "Company") Long Term Incentive Plan granted to Ms. Zoi upon joining the Board of Directors of the Company. Each DSU represents one share of the Company's Common Stock. Read SEC document |
| June 01, 2023 Filed Jun 3, 2023 01:46 UTC | EVgo Inc. EVGO · Entity 5642 | SaleClass A Common Stock | 60,030 | $3.98 | $238,919.40 |
DisclosureSEC source: 0001104659-23-067734 · tm2317714-4_4seq1.xml · nonDerivative · entry 3 Zoi Catherine · CIK 0001869604 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,796 F2 · price: The price reported in column 4 is a weighted average price. Pursuant to the Issuer's sell to cover policy, the shares were sold in multiple transactions and solely in an amount sufficient to cover tax withholding obligations associated with the vesting events. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price in the transactions described in this footnote 2. Read SEC document |
| May 31, 2023 Filed Jun 3, 2023 01:46 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionRestricted Stock Units · Derivative | 66,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-067734 · tm2317714-4_4seq1.xml · derivative · entry 5 Zoi Catherine · CIK 0001869604 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,095 Underlying: Class A Common Stock · 66,547 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F4 · derivative.exercise_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of February 1, 2022, subject to the Reporting Person's continued employment through each such vesting date. F4 · derivative.expiration_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of February 1, 2022, subject to the Reporting Person's continued employment through each such vesting date. Read SEC document |
| May 31, 2023 Filed Jun 3, 2023 01:46 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionRestricted Stock Units · Derivative | 99,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-067734 · tm2317714-4_4seq1.xml · derivative · entry 4 Zoi Catherine · CIK 0001869604 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,681 Underlying: Class A Common Stock · 99,681 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F3 · derivative.exercise_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of January 31, 2021, subject to the Reporting Person's continued employment through each such vesting date. F3 · derivative.expiration_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of January 31, 2021, subject to the Reporting Person's continued employment through each such vesting date. Read SEC document |
| May 31, 2023 Filed Jun 3, 2023 01:46 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionClass A Common Stock | 66,547 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-067734 · tm2317714-4_4seq1.xml · nonDerivative · entry 2 Zoi Catherine · CIK 0001869604 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,826 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 · price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). Read SEC document |
| May 31, 2023 Filed Jun 3, 2023 01:46 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionClass A Common Stock | 99,681 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-067734 · tm2317714-4_4seq1.xml · nonDerivative · entry 1 Zoi Catherine · CIK 0001869604 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,279 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 · price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). Read SEC document |
| April 03, 2023 Filed Apr 6, 2023 01:32 UTC | EVgo Inc. EVGO · Entity 5642 | GrantEmployee Stock Options · Derivative | 308,008 | $0.00 Strike: $7.79 | $0.00 |
DisclosureSEC source: 0001104659-23-042322 · tm2311386-2_4seq1.xml · derivative · entry 2 Zoi Catherine · CIK 0001869604 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,008 Underlying: Common Stock · 308,008 shares Expires 2033-04-03 F3 · derivative.exercise_date: The Options vest and become exercisable in three equal annual installments on each of the first three anniversaries of February 1, 2023, subject to the Reporting Person's continued employment through each such vesting date. Read SEC document |
| April 03, 2023 Filed Apr 6, 2023 01:32 UTC | EVgo Inc. EVGO · Entity 5642 | GrantRestricted Stock Units · Derivative | 390,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-042322 · tm2311386-2_4seq1.xml · derivative · entry 1 Zoi Catherine · CIK 0001869604 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 789,629 Underlying: Common Stock · 390,625 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Common Stock"). F2 · derivative.exercise_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of February 1, 2023, subject to the Reporting Person's continued employment through each such vesting date. F2 · derivative.expiration_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of February 1, 2023, subject to the Reporting Person's continued employment through each such vesting date. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 01:48 UTC | EVgo Inc. EVGO · Entity 5642 | SaleClass A Common Stock | 42,083 | $11.52 | $484,796.16 |
DisclosureSEC source: 0001104659-22-091931 · tm2223664-5_4seq1.xml · nonDerivative · entry 2 Zoi Catherine · CIK 0001869604 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,598 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price in the transactions described in this footnote 2. Read SEC document |
| August 12, 2022 Filed Aug 17, 2022 01:48 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionRestricted Stock Units · Derivative | 99,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-091931 · tm2223664-5_4seq1.xml · derivative · entry 3 Zoi Catherine · CIK 0001869604 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,362 Underlying: Class A Common Stock · 99,681 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F3 · derivative.exercise_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of January 31, 2021, subject to the Reporting Person's continuous employment through each such vesting date. F3 · derivative.expiration_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of January 31, 2021, subject to the Reporting Person's continuous employment through each such vesting date. Read SEC document |
| August 12, 2022 Filed Aug 17, 2022 01:48 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionClass A Common Stock | 99,681 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-091931 · tm2223664-5_4seq1.xml · nonDerivative · entry 1 Zoi Catherine · CIK 0001869604 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,681 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 · price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 01:51 UTC | EVgo Inc. EVGO · Entity 5642 | GrantEmployee stock option (right to buy) · Derivative | 127,986 | $0.00 Strike: $12.86 | $0.00 |
DisclosureSEC source: 0001104659-22-042957 · tm2211745-1_4seq1.xml · derivative · entry 2 Zoi Catherine · CIK 0001869604 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,986 Underlying: Common Stock · 127,986 shares Expires 2032-03-31 F3 · derivative.exercise_date: The Options vest in three equal annual installments on each of the first three anniversaries of February 1, 2022. Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 01:51 UTC | EVgo Inc. EVGO · Entity 5642 | GrantRestricted Stock Units · Derivative | 199,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-042957 · tm2211745-1_4seq1.xml · derivative · entry 1 Zoi Catherine · CIK 0001869604 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498,685 Underlying: Common Stock · 199,642 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of February 1, 2022. F2 · derivative.expiration_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of February 1, 2022. Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 20:38 UTC | EVgo Inc. EVGO · Entity 5642 | GrantRestricted Stock Units · Derivative | 299,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-096992 · tm2123417-1_4seq1.xml · derivative · entry 1 Zoi Cathy · CIK 0001869604 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,043 Underlying: Common Stock · 299,043 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of January 31, 2021. F2 · derivative.expiration_date: The RSUs vest in three equal annual installments on each of the first three anniversaries of January 31, 2021. 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.