Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COGNEX CORPCGNX · Entity 3527 | SVP, Chief Financial Officer | May 06, 2026 | May 08, 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.
COGNEX CORP
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,988 |
Ending reported balance
After 2026-05-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-06 · Exercise / conversion · Acquired 5,394 · Balance 17,972 Row 2 · 2026-05-06 · Tax withholding · Disposed 1,984 · Balance 15,988 F1: This disposition represents shares withheld to satisfy tax withholding obligations on the restricted stock units that vested on May 6, 2026 and are reported herein. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-05-06 | Direct | 8,991 |
Reported balance
After 2026-05-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-06 · Exercise / conversion · Disposed 5,394 · Balance 8,991 F2: Each restricted stock unit represents a contingent right to receive one share of Cognex Corporation common stock. F3: The restricted stock units vest approximately 20% on the first anniversary of the grant date (May 6, 2024); 30% on the second anniversary of the grant date; and 50% on the third anniversary of the grant date so long as the reporting person has relocated to Massachusetts by October 31, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-02-18 | Direct | 20,339 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 20,339 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-02-17 | Direct | 24,523 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 24,523 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.04 · Expires 2035-02-18 | Direct | 68,823 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 68,823 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.49 · Expires 2034-05-06 | Direct | 92,092 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 92,092 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $57.09 · Expires 2036-02-17 | Direct | 25,306 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 25,306 |
Filing footnotes · ownership attribution and instrument terms
F1: This disposition represents shares withheld to satisfy tax withholding obligations on the restricted stock units that vested on May 6, 2026 and are reported herein.
F2: Each restricted stock unit represents a contingent right to receive one share of Cognex Corporation common stock.
F3: The restricted stock units vest approximately 20% on the first anniversary of the grant date (May 6, 2024); 30% on the second anniversary of the grant date; and 50% on the third anniversary of the grant date so long as the reporting person has relocated to Massachusetts by October 31, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Fluence Energy, Inc.
Report date September 14, 2022 · Filed September 15, 2022
Section 16 reporting ended · disclosed 2022-09-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 30,590 |
Ending reported balance
After 2022-09-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-09-14 · Exercise / conversion · Acquired 15,576 · Balance 46,166 Row 2 · 2022-09-14 · Sale · Disposed 15,576 · Balance 30,590 F1: Proceeds from the sale were used to pay the exercise price of such portion of the stock option, pursuant to a broker-assisted cashless exercise, and applicable withholding taxes. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple open market transactions at prices ranging from $18.6 to $18.72, inclusive. The Reporting Person undertakes to provide to Fluence Energy, Inc. ("Fluence"), any security holder of Fluence, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range indicated in this footnote. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.45 · Expires 2031-04-02 | Direct | 303,783 |
Reported balance
After 2022-09-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-09-14 · Exercise / conversion · Disposed 15,576 · Balance 303,783 F3: Represents part of a single option award grant initially for an aggregate 455,674 shares, which vests in three equal annual installments. 1/3rd of the aggregate shares subject to the option became vested and exercisable on April 2, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Proceeds from the sale were used to pay the exercise price of such portion of the stock option, pursuant to a broker-assisted cashless exercise, and applicable withholding taxes.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple open market transactions at prices ranging from $18.6 to $18.72, inclusive. The Reporting Person undertakes to provide to Fluence Energy, Inc. ("Fluence"), any security holder of Fluence, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range indicated in this footnote.
F3: Represents part of a single option award grant initially for an aggregate 455,674 shares, which vests in three equal annual installments. 1/3rd of the aggregate shares subject to the option became vested and exercisable on April 2, 2022.
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 06, 2026 Filed May 8, 2026 21:50 UTC | COGNEX CORP CGNX · Entity 3527 | Exercise / conversionRestricted Stock Unit · Derivative | 5,394 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001884308-26-000006 · edgardoc.xml · derivative · entry 3 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,991 Underlying: Common Stock · 5,394 shares Expires 2027-05-06 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cognex Corporation common stock. F3 · derivative.exercise_date: The restricted stock units vest approximately 20% on the first anniversary of the grant date (May 6, 2024); 30% on the second anniversary of the grant date; and 50% on the third anniversary of the grant date so long as the reporting person has relocated to Massachusetts by October 31, 2026. Read SEC document |
| May 06, 2026 Filed May 8, 2026 21:50 UTC | COGNEX CORP CGNX · Entity 3527 | Tax withholdingCommon Stock | 1,984 | $62.26 | $123,523.84 |
DisclosureSEC source: 0001884308-26-000006 · edgardoc.xml · nonDerivative · entry 2 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,988 F1 · kind: This disposition represents shares withheld to satisfy tax withholding obligations on the restricted stock units that vested on May 6, 2026 and are reported herein. Read SEC document |
| May 06, 2026 Filed May 8, 2026 21:50 UTC | COGNEX CORP CGNX · Entity 3527 | Exercise / conversionCommon Stock | 5,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001884308-26-000006 · edgardoc.xml · nonDerivative · entry 1 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,972 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. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 21:56 UTC | COGNEX CORP CGNX · Entity 3527 | Exercise / conversionRestricted Stock Unit · Derivative | 5,085 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001884308-26-000002 · edgardoc.xml · derivative · entry 4 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,339 Underlying: Common Stock · 5,085 shares Expires 2028-02-18 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cognex Corporation common stock. F4 · derivative.exercise_date: The restricted stock units vest approximately 20%, 30%, and 50% on the first, second, and third anniversaries of the grant date (February 18, 2025), respectively. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 21:56 UTC | COGNEX CORP CGNX · Entity 3527 | Tax withholdingCommon Stock | 1,618 | $56.72 | $91,772.96 |
DisclosureSEC source: 0001884308-26-000002 · edgardoc.xml · nonDerivative · entry 2 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,578 F1 · kind: This disposition represents shares withheld to satisfy tax withholding obligations on the restricted stock units that vested on February 18, 2026 and are reported herein. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 21:56 UTC | COGNEX CORP CGNX · Entity 3527 | Exercise / conversionCommon Stock | 5,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001884308-26-000002 · edgardoc.xml · nonDerivative · entry 1 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,196 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. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:56 UTC | COGNEX CORP CGNX · Entity 3527 | GrantRestricted Stock Unit · Derivative | 24,523 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001884308-26-000002 · edgardoc.xml · derivative · entry 5 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,523 Underlying: Common Stock · 24,523 shares Expires 2029-02-17 F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cognex Corporation common stock. F5 · derivative.exercise_date: The restricted stock units vest approximately 20%, 30%, and 50% on the first, second, and third anniversaries of the grant date (February 17, 2026), respectively. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:56 UTC | COGNEX CORP CGNX · Entity 3527 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 25,306 | $0.00 Strike: $57.09 | $0.00 |
DisclosureSEC source: 0001884308-26-000002 · edgardoc.xml · derivative · entry 3 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,306 Underlying: Common Stock · 25,306 shares Expires 2036-02-17 F2 · derivative.exercise_date: The options vest in five approximately equal annual installments on the first, second, third, fourth, and fifth anniversaries of the grant date (February 17, 2026). Read SEC document |
| May 06, 2025 Filed May 7, 2025 20:09 UTC | COGNEX CORP CGNX · Entity 3527 | Exercise / conversionRestricted Stock Unit · Derivative | 3,597 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002054688-25-000006 · edgardoc.xml · derivative · entry 3 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,385 Underlying: Common Stock · 3,597 shares Expires 2027-05-06 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cognex Corporation common stock. F3 · derivative.exercise_date: The restricted stock units vest approximately 20% on the first anniversary of the grant date (May 6, 2024); 30% on the second anniversary of the grant date; and 50% on the third anniversary of the grant date so long as the reporting person has relocated to Massachusetts by October 31, 2026. Read SEC document |
| May 06, 2025 Filed May 7, 2025 20:09 UTC | COGNEX CORP CGNX · Entity 3527 | Tax withholdingCommon Stock | 1,056 | $27.83 | $29,388.48 |
DisclosureSEC source: 0002054688-25-000006 · edgardoc.xml · nonDerivative · entry 2 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,111 F1 · kind: This disposition represents shares withheld to satisfy tax withholding obligations on the restricted stock units that vested on May 6, 2025 and are reported herein. Read SEC document |
| May 06, 2025 Filed May 7, 2025 20:09 UTC | COGNEX CORP CGNX · Entity 3527 | Exercise / conversionCommon Stock | 3,597 | $0.00 | $0.00 |
DisclosureSEC source: 0002054688-25-000006 · edgardoc.xml · nonDerivative · entry 1 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,167 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. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:12 UTC | COGNEX CORP CGNX · Entity 3527 | GrantRestricted Stock Unit · Derivative | 25,424 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001721515-25-000010 · edgardoc.xml · derivative · entry 3 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,424 Underlying: Common Stock · 25,424 shares Expires 2028-02-18 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cognex Corporation common stock. F3 · derivative.exercise_date: The restricted stock units vest approximately 20%, 30%, and 50% on the first, second, and third anniversaries of the grant date (February 18, 2025), respectively. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:12 UTC | COGNEX CORP CGNX · Entity 3527 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 68,823 | $0.00 Strike: $33.04 | $0.00 |
DisclosureSEC source: 0001721515-25-000010 · edgardoc.xml · derivative · entry 2 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,823 Underlying: Common Stock · 68,823 shares Expires 2035-02-18 F1 · derivative.exercise_date: The options vest in five approximately equal annual installments on the first, second, third, fourth, and fifth anniversaries of the grant date (February 18, 2025). Read SEC document |
| September 04, 2024 Filed Sep 5, 2024 21:36 UTC | COGNEX CORP CGNX · Entity 3527 | PurchaseCommon Stock | 320 | $38.23 | $12,232.00 |
DisclosureSEC source: 0001884308-24-000007 · edgardoc.xml · nonDerivative · entry 2 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,570 Read SEC document |
| September 04, 2024 Filed Sep 5, 2024 21:36 UTC | COGNEX CORP CGNX · Entity 3527 | PurchaseCommon Stock | 6,250 | $38.03 | $237,687.50 |
DisclosureSEC source: 0001884308-24-000007 · edgardoc.xml · nonDerivative · entry 1 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,250 Read SEC document |
| May 06, 2024 Filed May 7, 2024 22:06 UTC | COGNEX CORP CGNX · Entity 3527 | GrantRestricted Stock Unit · Derivative | 17,982 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001884308-24-000005 · edgardoc.xml · derivative · entry 2 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,982 Underlying: Common Stock · 17,982 shares Expires 2027-05-06 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cognex Corporation common stock. F3 · derivative.exercise_date: The restricted stock units vest approximately 20% on the first anniversary of the grant date (May 6, 2024); 30% on the second anniversary of the grant date; and 50% on the third anniversary of the grant date so long as the reporting person has relocated to Massachusetts by October 31, 2026. Read SEC document |
| May 06, 2024 Filed May 7, 2024 22:06 UTC | COGNEX CORP CGNX · Entity 3527 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 92,092 | $0.00 Strike: $44.49 | $0.00 |
DisclosureSEC source: 0001884308-24-000005 · edgardoc.xml · derivative · entry 1 Fehr Dennis · CIK 0001884308 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,092 Underlying: Common Stock · 92,092 shares Expires 2034-05-06 F1 · derivative.exercise_date: The options vest approximately 50% on the fourth anniversary of the grant date (May 6, 2024) and 50% on the fifth anniversary of the grant date. Read SEC document |
| September 14, 2022 Filed Sep 15, 2022 20:34 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionStock Option · Derivative | 15,576 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0001868941-22-000100 · wf-form4_166327405971520.xml · derivative · entry 3 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,783 Underlying: Class A Common Stock · 15,576 shares Expires 2031-04-02 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. F3 · derivative.exercise_date: Represents part of a single option award grant initially for an aggregate 455,674 shares, which vests in three equal annual installments. 1/3rd of the aggregate shares subject to the option became vested and exercisable on April 2, 2022. Read SEC document |
| September 14, 2022 Filed Sep 15, 2022 20:34 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | SaleClass A Common Stock | 15,576 | $18.64 | $290,405.17 |
DisclosureSEC source: 0001868941-22-000100 · wf-form4_166327405971520.xml · nonDerivative · entry 2 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,590 F1 · kind: Proceeds from the sale were used to pay the exercise price of such portion of the stock option, pursuant to a broker-assisted cashless exercise, and applicable withholding taxes. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple open market transactions at prices ranging from $18.6 to $18.72, inclusive. The Reporting Person undertakes to provide to Fluence Energy, Inc. ("Fluence"), any security holder of Fluence, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range indicated in this footnote. Read SEC document |
| September 14, 2022 Filed Sep 15, 2022 20:34 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionClass A Common Stock | 15,576 | $2.45 | $38,161.20 |
DisclosureSEC source: 0001868941-22-000100 · wf-form4_166327405971520.xml · nonDerivative · entry 1 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,166 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. Read SEC document |
| September 07, 2022 Filed Sep 8, 2022 20:40 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionStock Option · Derivative | 40,000 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0001868941-22-000095 · wf-form4_166266961078419.xml · derivative · entry 9 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,359 Underlying: Class A Common Stock · 40,000 shares Expires 2031-04-02 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. F5 · derivative.exercise_date: Represents part of a single option award grant initially for an aggregate 455,674 shares, which vests in three equal annual installments. 1/3rd of the aggregate shares subject to the option became vested and exercisable on April 2, 2022. Read SEC document |
| September 07, 2022 Filed Sep 8, 2022 20:40 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionStock Option · Derivative | 40,000 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0001868941-22-000095 · wf-form4_166266961078419.xml · derivative · entry 8 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,359 Underlying: Class A Common Stock · 40,000 shares Expires 2031-04-02 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. F5 · derivative.exercise_date: Represents part of a single option award grant initially for an aggregate 455,674 shares, which vests in three equal annual installments. 1/3rd of the aggregate shares subject to the option became vested and exercisable on April 2, 2022. Read SEC document |
| September 07, 2022 Filed Sep 8, 2022 20:40 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionStock Option · Derivative | 40,000 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0001868941-22-000095 · wf-form4_166266961078419.xml · derivative · entry 7 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,359 Underlying: Class A Common Stock · 40,000 shares Expires 2031-04-02 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. F5 · derivative.exercise_date: Represents part of a single option award grant initially for an aggregate 455,674 shares, which vests in three equal annual installments. 1/3rd of the aggregate shares subject to the option became vested and exercisable on April 2, 2022. Read SEC document |
| September 07, 2022 Filed Sep 8, 2022 20:40 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | SaleClass A Common Stock | 40,000 | $19.39 | $775,428.00 |
DisclosureSEC source: 0001868941-22-000095 · wf-form4_166266961078419.xml · nonDerivative · entry 6 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,590 F1 · kind: Proceeds from the sale were used to pay the exercise price of such portion of the stock option, pursuant to a broker-assisted cashless exercise, and applicable withholding taxes. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple open market transactions at prices ranging from $19.35 to $19.49, inclusive. The Reporting Person undertakes to provide to Fluence, any security holder of Fluence, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range indicated in this footnote. Read SEC document |
| September 07, 2022 Filed Sep 8, 2022 20:40 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionClass A Common Stock | 40,000 | $2.45 | $98,000.00 |
DisclosureSEC source: 0001868941-22-000095 · wf-form4_166266961078419.xml · nonDerivative · entry 5 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,590 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. Read SEC document |
| September 07, 2022 Filed Sep 8, 2022 20:40 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | SaleClass A Common Stock | 40,000 | $19.33 | $773,036.00 |
DisclosureSEC source: 0001868941-22-000095 · wf-form4_166266961078419.xml · nonDerivative · entry 4 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,590 F1 · kind: Proceeds from the sale were used to pay the exercise price of such portion of the stock option, pursuant to a broker-assisted cashless exercise, and applicable withholding taxes. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple open market transactions at prices ranging from $19.25 to $19.40, inclusive. The Reporting Person undertakes to provide to Fluence, any security holder of Fluence, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range indicated in this footnote. Read SEC document |
| September 07, 2022 Filed Sep 8, 2022 20:40 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionClass A Common Stock | 40,000 | $2.45 | $98,000.00 |
DisclosureSEC source: 0001868941-22-000095 · wf-form4_166266961078419.xml · nonDerivative · entry 3 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,590 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. Read SEC document |
| September 07, 2022 Filed Sep 8, 2022 20:40 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | SaleClass A Common Stock | 40,000 | $19.26 | $770,524.00 |
DisclosureSEC source: 0001868941-22-000095 · wf-form4_166266961078419.xml · nonDerivative · entry 2 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,590 F1 · kind: Proceeds from the sale were used to pay the exercise price of such portion of the stock option, pursuant to a broker-assisted cashless exercise, and applicable withholding taxes. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple open market transactions at prices ranging from $19.2 to $19.395, inclusive. The Reporting Person undertakes to provide to Fluence Energy, Inc. ("Fluence"), any security holder of Fluence, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range indicated in this footnote. Read SEC document |
| September 07, 2022 Filed Sep 8, 2022 20:40 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionClass A Common Stock | 40,000 | $2.45 | $98,000.00 |
DisclosureSEC source: 0001868941-22-000095 · wf-form4_166266961078419.xml · nonDerivative · entry 1 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,590 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. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 21:24 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionStock Option · Derivative | 12,665 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0001868941-22-000093 · wf-form4_166258582608803.xml · derivative · entry 9 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439,359 Underlying: Class A Common Stock · 12,665 shares Expires 2031-04-02 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. F5 · derivative.exercise_date: Represents part of a single option award grant initially for an aggregate 455,674 shares, which vests in three equal annual installments. 1/3rd of the aggregate shares subject to the option became vested and exercisable on April 2, 2022. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 21:24 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionStock Option · Derivative | 3,546 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0001868941-22-000093 · wf-form4_166258582608803.xml · derivative · entry 8 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,024 Underlying: Class A Common Stock · 3,546 shares Expires 2031-04-02 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. F5 · derivative.exercise_date: Represents part of a single option award grant initially for an aggregate 455,674 shares, which vests in three equal annual installments. 1/3rd of the aggregate shares subject to the option became vested and exercisable on April 2, 2022. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 21:24 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | SaleClass A Common Stock | 12,665 | $18.43 | $233,364.02 |
DisclosureSEC source: 0001868941-22-000093 · wf-form4_166258582608803.xml · nonDerivative · entry 6 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,590 F1 · kind: Proceeds from the sale were used to pay the exercise price of such portion of the stock option, pursuant to a broker-assisted cashless exercise, and applicable withholding taxes. F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple open market transactions at prices ranging from $18.4 to $18.47, inclusive. The Reporting Person undertakes to provide to Fluence, any security holder of Fluence, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range indicated in this footnote. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 21:24 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionClass A Common Stock | 12,665 | $2.45 | $31,029.25 |
DisclosureSEC source: 0001868941-22-000093 · wf-form4_166258582608803.xml · nonDerivative · entry 5 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,255 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. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 21:24 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | SaleClass A Common Stock | 3,546 | $18.46 | $65,449.94 |
DisclosureSEC source: 0001868941-22-000093 · wf-form4_166258582608803.xml · nonDerivative · entry 4 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,590 F1 · kind: Proceeds from the sale were used to pay the exercise price of such portion of the stock option, pursuant to a broker-assisted cashless exercise, and applicable withholding taxes. F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple open market transactions at prices ranging from $18.45 to $18.47, inclusive. The Reporting Person undertakes to provide to Fluence, any security holder of Fluence, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range indicated in this footnote. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 21:24 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionClass A Common Stock | 3,546 | $2.45 | $8,687.70 |
DisclosureSEC source: 0001868941-22-000093 · wf-form4_166258582608803.xml · nonDerivative · entry 3 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,136 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. Read SEC document |
| September 02, 2022 Filed Sep 7, 2022 21:24 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionStock Option · Derivative | 104 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0001868941-22-000093 · wf-form4_166258582608803.xml · derivative · entry 7 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,570 Underlying: Class A Common Stock · 104 shares Expires 2031-04-02 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. F5 · derivative.exercise_date: Represents part of a single option award grant initially for an aggregate 455,674 shares, which vests in three equal annual installments. 1/3rd of the aggregate shares subject to the option became vested and exercisable on April 2, 2022. Read SEC document |
| September 02, 2022 Filed Sep 7, 2022 21:24 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | SaleClass A Common Stock | 104 | $18.81 | $1,956.08 |
DisclosureSEC source: 0001868941-22-000093 · wf-form4_166258582608803.xml · nonDerivative · entry 2 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,590 F1 · kind: Proceeds from the sale were used to pay the exercise price of such portion of the stock option, pursuant to a broker-assisted cashless exercise, and applicable withholding taxes. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple open market transactions at prices ranging from $18.80 to $18.81, inclusive. The Reporting Person undertakes to provide to Fluence Energy, Inc. ("Fluence"), any security holder of Fluence, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range indicated in this footnote. Read SEC document |
| September 02, 2022 Filed Sep 7, 2022 21:24 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionClass A Common Stock | 104 | $2.45 | $254.80 |
DisclosureSEC source: 0001868941-22-000093 · wf-form4_166258582608803.xml · nonDerivative · entry 1 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,694 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. Read SEC document |
| April 28, 2022 Filed Apr 29, 2022 21:06 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionPhantom Unit · Derivative | 45,863 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001868941-22-000025 · wf-form4_165126637868888.xml · derivative · entry 3 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,726 Underlying: Class A Common Stock · 45,863 shares Expires 2022-04-28 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. F2 · derivative.exercise_price: Each phantom unit is the economic equivalent of one share of the Issuer's Class A common stock and is settled in cash or shares at the discretion of the Issuer's board of directors. F2 · price: Each phantom unit is the economic equivalent of one share of the Issuer's Class A common stock and is settled in cash or shares at the discretion of the Issuer's board of directors. F3 · derivative.exercise_date: The phantom units will vest and settle in three equal annual installments with the first installment having vested and settled in shares on April 28, 2022, the second installment vesting on April 28, 2023 and the final installment vesting on April 28, 2024, in each case, subject to continued employment of the Reporting Person on such vesting date. F3 · derivative.expiration_date: The phantom units will vest and settle in three equal annual installments with the first installment having vested and settled in shares on April 28, 2022, the second installment vesting on April 28, 2023 and the final installment vesting on April 28, 2024, in each case, subject to continued employment of the Reporting Person on such vesting date. Read SEC document |
| April 28, 2022 Filed Apr 29, 2022 21:06 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Tax withholdingClass A Common Stock | 15,273 | $9.10 | $138,984.30 |
DisclosureSEC source: 0001868941-22-000025 · wf-form4_165126637868888.xml · nonDerivative · entry 2 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,590 F1 · shares: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting and settlement of the phantom units reported herein. Read SEC document |
| April 28, 2022 Filed Apr 29, 2022 21:06 UTC | Fluence Energy, Inc. FLNC · Entity 4531 | Exercise / conversionClass A Common Stock | 45,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001868941-22-000025 · wf-form4_165126637868888.xml · nonDerivative · entry 1 Fehr Dennis · CIK 0001884308 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,863 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. 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.