Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Copa Holdings, S.A.CPA · Entity 3891 | Director | April 07, 2026 | April 07, 2026 |
| Xos, Inc.XOS · Entity 7263 | VP, Business Development | October 30, 2023 | November 15, 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.
Copa Holdings, S.A.
Report date April 07, 2026 · Filed April 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2026-04-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,000 |
Xos, Inc.
Report date October 30, 2023 · Filed November 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,213,569 |
Reported balance
After 2023-10-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-10-30 · Sale · Disposed 1,806 · Balance 1,213,569 F1: Represents the number of shares sold by the Issuer to satisfy the tax obligations in connection with the vesting of the Reporting Person's previously reported Restricted Stock Unit ("RSU") Award. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2: Includes 1,091,600 unvested RSUs. |
| Common StockSEC Table I · non-derivative | Direct | 1,212,195 |
Reported balance
After 2023-11-10 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-11-10 · Tax withholding · Disposed 1,374 · Balance 1,212,195 F3: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's previously reported RSU Award. F4: Includes 1,087,634 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares sold by the Issuer to satisfy the tax obligations in connection with the vesting of the Reporting Person's previously reported Restricted Stock Unit ("RSU") Award. Each RSU represents a contingent right to receive one share of common stock upon settlement.
F2: Includes 1,091,600 unvested RSUs.
F3: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's previously reported RSU Award.
F4: Includes 1,087,634 unvested RSUs.
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 |
|---|---|---|---|---|---|---|
| November 10, 2023 Filed Nov 15, 2023 01:17 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 1,374 | $0.34 | $467.16 |
DisclosureSEC source: 0001819493-23-000262 · wk-form4_1700011041.xml · nonDerivative · entry 2 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,212,195 F3 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's previously reported RSU Award. F4 · balance_after: Includes 1,087,634 unvested RSUs. Read SEC document |
| October 30, 2023 Filed Nov 15, 2023 01:17 UTC | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 1,806 | $0.26 | $469.56 |
DisclosureSEC source: 0001819493-23-000262 · wk-form4_1700011041.xml · nonDerivative · entry 1 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,213,569 F1 · shares: Represents the number of shares sold by the Issuer to satisfy the tax obligations in connection with the vesting of the Reporting Person's previously reported Restricted Stock Unit ("RSU") Award. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2 · balance_after: Includes 1,091,600 unvested RSUs. Read SEC document |
| September 11, 2023 Filed Sep 14, 2023 01:11 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 1,374 | $0.30 | $412.20 |
DisclosureSEC source: 0001819493-23-000216 · wf-form4_169465386558773.xml · nonDerivative · entry 1 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,215,375 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's previously reported Restricted Stock Unit ("RSU") Award. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2 · balance_after: Includes 1,095,567 unvested RSUs. Read SEC document |
| August 10, 2023 Filed Aug 14, 2023 21:31 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 1,374 | $0.42 | $577.08 |
DisclosureSEC source: 0001819493-23-000209 · wf-form4_169204868446766.xml · nonDerivative · entry 1 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,216,749 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's previously reported Restricted Stock Unit ("RSU") Award. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2 · balance_after: Includes 1,099,534 unvested RSUs. F3 · balance_after: Mr. Castaneda's Form 4 filed on June 14, 2023 incorrectly reported 2,241 shares withheld and 1,109,218 unvested RSUs. The correct figures were 2,847 shares withheld and 1,107,468 unvested RSUs. This Form 4 filing reflects such corrections. Read SEC document |
| July 10, 2023 Filed Jul 12, 2023 21:26 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 1,374 | $0.32 | $439.68 |
DisclosureSEC source: 0001819493-23-000186 · wf-form4_168919716331299.xml · nonDerivative · entry 1 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,218,729 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's previously reported Restricted Stock Unit ("RSU")Award. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2 · balance_after: Includes 1,105,251 unvested RSUs. Read SEC document |
| June 10, 2023 Filed Jun 14, 2023 23:29 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 2,241 | $0.39 | $873.99 |
DisclosureSEC source: 0001819493-23-000160 · wf-form4_168678537951832.xml · nonDerivative · entry 1 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,220,103 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's previously reported Restricted Stock Unit ("RSU")Award. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2 · balance_after: Includes 1,109,218 unvested RSUs. Read SEC document |
| May 10, 2023 Filed May 12, 2023 20:44 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 1,204 | $0.54 | $650.16 |
DisclosureSEC source: 0001819493-23-000117 · wf-form4_168392422846762.xml · nonDerivative · entry 2 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,222,344 F2 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's previously reported RSU grant. Each RSU represents a contingent right to receive one share of common stock upon settlement. F3 · balance_after: Includes 1,115,774 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| May 10, 2023 Filed May 12, 2023 20:44 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 925,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-23-000117 · wf-form4_168392422846762.xml · nonDerivative · entry 1 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,223,548 F1 · shares: Twenty-five percent (25%) of the Restricted Stock Unit ("RSU") grant shall vest on April 10, 2024, and the remaining RSU grant shall vest ratably on each of the next thirty-six (36) Monthly Vesting Dates thereafter. "Monthly Vesting Dates" means the 10th of each month, provided, however, that to the extent any such date occurs on a weekend day or U.S. federal holiday, the Monthly Vesting Date will be deemed to occur on the immediately following day that is not a weekend day or U.S. federal holiday. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 23:50 UTC | Xos, Inc. XOS · Entity 7263 | Disposition to issuerCommon Stock | 9,384 | $0.61 | $5,724.24 |
DisclosureSEC source: 0001819493-23-000087 · wf-form4_168134340837885.xml · nonDerivative · entry 1 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 297,623 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's previously reported Restricted Stock Unit ("RSU") Award. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2 · balance_after: Includes 193,421 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:11 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 714 | $0.64 | $456.96 |
DisclosureSEC source: 0001819493-23-000059 · wf-form4_167882464937449.xml · nonDerivative · entry 1 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,007 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's Restricted Stock Unit ("RSU") Award previously reported on Form 3 filed 2/16/2022. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2 · balance_after: Includes 216,429 unvested RSUs from previously reported awards. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 01:15 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 714 | $0.83 | $592.62 |
DisclosureSEC source: 0001819493-23-000034 · wf-form4_167642365862622.xml · nonDerivative · entry 2 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,721 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's Restricted Stock Unit ("RSU") Award previously reported on Form 3 filed 2/16/2022. Each RSU represents a contingent right to receive one share of common stock upon settlement. Beginning 1/10/2023, the Reporting Person's RSU Award vests on a monthly basis on the 10th of each month rather than quarterly as previously reported. F3 · balance_after: Includes 218,179 unvested RSUs from previously reported awards. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 21:32 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 86,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-23-000014 · wf-form4_167355914943696.xml · nonDerivative · entry 1 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,349 F1 · shares: Represents the grant of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock upon settlement. The RSUs vest as to 25% on January 10, 2024 and the remaining RSUs vest ratably on each of the next thirty six (36) Monthly Vesting Dates thereafter. "Monthly Vesting Dates" mean the 10th of each calendar month, provided, however, that to the extent any such date occurs on a weekend day or U.S. federal holiday, the Monthly Vesting Date will be deemed to occur on the immediately following day that is not a weekend day or U.S. federal holiday, subject to such Reporting Person's continuous service with the Issuer through such vesting date. F2 · balance_after: Includes 219,929 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| January 10, 2023 Filed Feb 15, 2023 01:15 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 714 | $1.02 | $728.28 |
DisclosureSEC source: 0001819493-23-000034 · wf-form4_167642365862622.xml · nonDerivative · entry 1 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,435 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's Restricted Stock Unit ("RSU") Award previously reported on Form 3 filed 2/16/2022. Each RSU represents a contingent right to receive one share of common stock upon settlement. Beginning 1/10/2023, the Reporting Person's RSU Award vests on a monthly basis on the 10th of each month rather than quarterly as previously reported. F2 · balance_after: Includes 219,206 unvested RSUs from previously reported awards. Read SEC document |
| December 12, 2022 Filed Feb 16, 2023 01:03 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 1,816 | $0.64 | $1,162.24 |
DisclosureSEC source: 0001819493-23-000036 · wf-form5_167650937857912.xml · nonDerivative · entry 5 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,149 F2 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's Restricted Stock Unit ("RSU") Award previously reported on Form 3 filed 2/16/2022. Each RSU represents a contingent right to receive one share of common stock upon settlement. F3 · balance_after: Includes 221,679 unvested RSUs from awards previously reported. Read SEC document |
| December 07, 2022 Filed Dec 8, 2022 21:03 UTC | Xos, Inc. XOS · Entity 7263 | PurchaseCommon Stock | 7,500 | $0.60 | $4,500.00 |
DisclosureSEC source: 0001819493-22-000176 · wf-form4_167053337534342.xml · nonDerivative · entry 1 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,143 F1 · balance_after: Includes 140,723 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 20:05 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 18,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-22-000104 · wf-form4_166318590884178.xml · nonDerivative · entry 1 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,643 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock upon settlement. The RSUs vest as to 25% on June 10, 2023 andthe remaining RSUs vest ratably on each of the next twelve (12) Quarterly Vesting Dates thereafter. "Quarterly Vesting Dates" mean each of March 10, June 10, September 10, and December 10,provided, however, that to the extent any such date occurs on a weekend day or U.S. federal holiday, the Quarterly Vesting Date will be deemed to occur on the immediately following day that is not aweekend day or U.S. federal holiday, subject to such Reporting Person's continuous service with the Issuer through such vesting date. F2 · balance_after: Includes 140,723 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| September 12, 2022 Filed Feb 16, 2023 01:03 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 1,816 | $1.62 | $2,941.92 |
DisclosureSEC source: 0001819493-23-000036 · wf-form5_167650937857912.xml · nonDerivative · entry 4 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,149 F2 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's Restricted Stock Unit ("RSU") Award previously reported on Form 3 filed 2/16/2022. Each RSU represents a contingent right to receive one share of common stock upon settlement. F3 · balance_after: Includes 221,679 unvested RSUs from awards previously reported. Read SEC document |
| July 11, 2022 Filed Jul 13, 2022 23:12 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 85,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-042078 · doc4.xml · nonDerivative · entry 1 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,824 F1 · kind: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock upon settlement. The RSUs vest as to 25% on April 10, 2023 and the remaining RSUs vest ratably on each of the next twelve (12) Quarterly Vesting Dates thereafter. "Quarterly Vesting Dates" mean each of March 10, June 10, September 10, and December 10, provided, however, that to the extent any such date occurs on a weekend day or U.S. federal holiday, the Quarterly Vesting Date will be deemed to occur on the immediately following day that is not a weekend day or U.S. federal holiday, subject to such Reporting Person's continuous service with the Issuer through such vesting date. Read SEC document |
| June 10, 2022 Filed Feb 16, 2023 01:03 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 2,152 | $2.58 | $5,552.16 |
DisclosureSEC source: 0001819493-23-000036 · wf-form5_167650937857912.xml · nonDerivative · entry 3 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,149 F2 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's Restricted Stock Unit ("RSU") Award previously reported on Form 3 filed 2/16/2022. Each RSU represents a contingent right to receive one share of common stock upon settlement. F3 · balance_after: Includes 221,679 unvested RSUs from awards previously reported. Read SEC document |
| March 10, 2022 Filed Feb 16, 2023 01:03 UTC | Xos, Inc. XOS · Entity 7263 | Tax withholdingCommon Stock | 2,152 | $2.59 | $5,573.68 |
DisclosureSEC source: 0001819493-23-000036 · wf-form5_167650937857912.xml · nonDerivative · entry 2 Castaneda Jose · CIK 0001909033 · VP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,149 F2 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the vesting of the Reporting Person's Restricted Stock Unit ("RSU") Award previously reported on Form 3 filed 2/16/2022. Each RSU represents a contingent right to receive one share of common stock upon settlement. F3 · balance_after: Includes 221,679 unvested RSUs from awards previously reported. 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.