Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carbon Revolution Public Ltd CoCREVF · Entity 56986 | Director | March 18, 2026 | March 18, 2026 |
| Li-Cycle Holdings Corp.LICY · Entity 76780 | Director | May 23, 2024 | May 28, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Carbon Revolution Public Ltd Co
Report date March 18, 2026 · Filed March 18, 2026
This filing explicitly reported no securities owned.
Li-Cycle Holdings Corp.
Report date May 23, 2024 · Filed May 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 438,773 |
Reported balance
After 2024-05-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-23 · Grant · Acquired 268,181 · Balance 438,773 F1: Comprises restricted stock units ("RSUs") awarded to the reporting person under the Li-Cycle Holdings Corp. 2021 Incentive Award Plan. Each RSU represents the contingent right to receive one common share of Li-Cycle Holdings Corp. subject to time-vesting conditions in accordance with the underlying award and the reporting person's continued service through such vesting date. F2: Includes 268,181 RSUs awarded to the reporting person under the Li-Cycle Holdings Corp. 2021 Incentive Award Plan. Each RSU represents the contingent right to receive one common share of Li-Cycle Holdings Corp. subject to time-vesting conditions in accordance with the underlying award and the reporting person's continued service through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Comprises restricted stock units ("RSUs") awarded to the reporting person under the Li-Cycle Holdings Corp. 2021 Incentive Award Plan. Each RSU represents the contingent right to receive one common share of Li-Cycle Holdings Corp. subject to time-vesting conditions in accordance with the underlying award and the reporting person's continued service through such vesting date.
F2: Includes 268,181 RSUs awarded to the reporting person under the Li-Cycle Holdings Corp. 2021 Incentive Award Plan. Each RSU represents the contingent right to receive one common share of Li-Cycle Holdings Corp. subject to time-vesting conditions in accordance with the underlying award and the reporting person's continued service through such vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Workhorse Group Inc.
Report date December 15, 2025 · Filed December 15, 2025
Section 16 reporting ended · disclosed 2025-12-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par value per shareSEC Table I · non-derivative | Direct | 156 |
Ending reported balance
After 2025-12-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-15 · Exercise / conversion · Acquired 5,051 · Balance 5,207 F1: On June 17, 2024, Workhorse Group Inc. (the "Company") effected a 1-for-20 reverse split of the Company's common stock. On March 17, 2025, the Company effected a 1-for-12.5 reverse split of the Company's common stock. On December 8, 2025, the Company effected a 1-for-12 reverse split of the Company's common stock. The reverse stock splits resulted in a reduction in the number of shares held by the reporting person and proportional adjustments to the Company's outstanding equity awards. Accordingly, all amounts of securities reported in this Form 4 have been adjusted to reflect the foregoing reverse stock splits. F2: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), dated August 15, 2025, by and among the Company, Omaha Intermediate 2, Inc., Omaha Intermediate, Inc., Omaha Merger Subsidiary, Inc., and Motiv Power Systems, Inc., all of the Company's outstanding equity awards vested immediately prior to the effective time of the merger, with (to the extent applicable) performance deemed achieved at target. F3: Represents Restricted Stock Units ("RSUs") granted by the Company to the reporting person on August 18, 2025. In accordance with the Merger Agreement, each RSU vested and settled in cash at the effective time of the merger based on the fair market value of the Company's common stock. Row 2 · 2025-12-15 · Sale · Disposed 5,051 · Balance 156 F1: On June 17, 2024, Workhorse Group Inc. (the "Company") effected a 1-for-20 reverse split of the Company's common stock. On March 17, 2025, the Company effected a 1-for-12.5 reverse split of the Company's common stock. On December 8, 2025, the Company effected a 1-for-12 reverse split of the Company's common stock. The reverse stock splits resulted in a reduction in the number of shares held by the reporting person and proportional adjustments to the Company's outstanding equity awards. Accordingly, all amounts of securities reported in this Form 4 have been adjusted to reflect the foregoing reverse stock splits. F2: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), dated August 15, 2025, by and among the Company, Omaha Intermediate 2, Inc., Omaha Intermediate, Inc., Omaha Merger Subsidiary, Inc., and Motiv Power Systems, Inc., all of the Company's outstanding equity awards vested immediately prior to the effective time of the merger, with (to the extent applicable) performance deemed achieved at target. F3: Represents Restricted Stock Units ("RSUs") granted by the Company to the reporting person on August 18, 2025. In accordance with the Merger Agreement, each RSU vested and settled in cash at the effective time of the merger based on the fair market value of the Company's common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-02-18 | Direct | 0 |
Reported balance
After 2025-12-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-12-15 · Exercise / conversion · Disposed 5,051 · Balance 0 F1: On June 17, 2024, Workhorse Group Inc. (the "Company") effected a 1-for-20 reverse split of the Company's common stock. On March 17, 2025, the Company effected a 1-for-12.5 reverse split of the Company's common stock. On December 8, 2025, the Company effected a 1-for-12 reverse split of the Company's common stock. The reverse stock splits resulted in a reduction in the number of shares held by the reporting person and proportional adjustments to the Company's outstanding equity awards. Accordingly, all amounts of securities reported in this Form 4 have been adjusted to reflect the foregoing reverse stock splits. F2: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), dated August 15, 2025, by and among the Company, Omaha Intermediate 2, Inc., Omaha Intermediate, Inc., Omaha Merger Subsidiary, Inc., and Motiv Power Systems, Inc., all of the Company's outstanding equity awards vested immediately prior to the effective time of the merger, with (to the extent applicable) performance deemed achieved at target. F3: Represents Restricted Stock Units ("RSUs") granted by the Company to the reporting person on August 18, 2025. In accordance with the Merger Agreement, each RSU vested and settled in cash at the effective time of the merger based on the fair market value of the Company's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 17, 2024, Workhorse Group Inc. (the "Company") effected a 1-for-20 reverse split of the Company's common stock. On March 17, 2025, the Company effected a 1-for-12.5 reverse split of the Company's common stock. On December 8, 2025, the Company effected a 1-for-12 reverse split of the Company's common stock. The reverse stock splits resulted in a reduction in the number of shares held by the reporting person and proportional adjustments to the Company's outstanding equity awards. Accordingly, all amounts of securities reported in this Form 4 have been adjusted to reflect the foregoing reverse stock splits.
F2: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), dated August 15, 2025, by and among the Company, Omaha Intermediate 2, Inc., Omaha Intermediate, Inc., Omaha Merger Subsidiary, Inc., and Motiv Power Systems, Inc., all of the Company's outstanding equity awards vested immediately prior to the effective time of the merger, with (to the extent applicable) performance deemed achieved at target.
F3: Represents Restricted Stock Units ("RSUs") granted by the Company to the reporting person on August 18, 2025. In accordance with the Merger Agreement, each RSU vested and settled in cash at the effective time of the merger based on the fair market value of the Company's common stock.
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 |
|---|---|---|---|---|---|---|
| December 15, 2025 Filed Dec 15, 2025 21:53 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Exercise / conversionRestricted Stock Units · Derivative | 5,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001279383-25-000002 · wk-form4_1765835605.xml · derivative · entry 3 DEDO JACQUELINE A · CIK 0001279383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.001 par value per share · 5,051 shares Expires 2026-02-18 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. F1 · derivative.exercise_price: On June 17, 2024, Workhorse Group Inc. (the "Company") effected a 1-for-20 reverse split of the Company's common stock. On March 17, 2025, the Company effected a 1-for-12.5 reverse split of the Company's common stock. On December 8, 2025, the Company effected a 1-for-12 reverse split of the Company's common stock. The reverse stock splits resulted in a reduction in the number of shares held by the reporting person and proportional adjustments to the Company's outstanding equity awards. Accordingly, all amounts of securities reported in this Form 4 have been adjusted to reflect the foregoing reverse stock splits. F1 · shares: On June 17, 2024, Workhorse Group Inc. (the "Company") effected a 1-for-20 reverse split of the Company's common stock. On March 17, 2025, the Company effected a 1-for-12.5 reverse split of the Company's common stock. On December 8, 2025, the Company effected a 1-for-12 reverse split of the Company's common stock. The reverse stock splits resulted in a reduction in the number of shares held by the reporting person and proportional adjustments to the Company's outstanding equity awards. Accordingly, all amounts of securities reported in this Form 4 have been adjusted to reflect the foregoing reverse stock splits. F2 · shares: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), dated August 15, 2025, by and among the Company, Omaha Intermediate 2, Inc., Omaha Intermediate, Inc., Omaha Merger Subsidiary, Inc., and Motiv Power Systems, Inc., all of the Company's outstanding equity awards vested immediately prior to the effective time of the merger, with (to the extent applicable) performance deemed achieved at target. F3 · shares: Represents Restricted Stock Units ("RSUs") granted by the Company to the reporting person on August 18, 2025. In accordance with the Merger Agreement, each RSU vested and settled in cash at the effective time of the merger based on the fair market value of the Company's common stock. Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 21:53 UTC | Workhorse Group Inc. WKHS · Entity 7322 | SaleCommon Stock, $0.001 par value per share | 5,051 | $6.51 | $32,882.01 |
DisclosureSEC source: 0001279383-25-000002 · wk-form4_1765835605.xml · nonDerivative · entry 2 DEDO JACQUELINE A · CIK 0001279383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156 F1 · shares: On June 17, 2024, Workhorse Group Inc. (the "Company") effected a 1-for-20 reverse split of the Company's common stock. On March 17, 2025, the Company effected a 1-for-12.5 reverse split of the Company's common stock. On December 8, 2025, the Company effected a 1-for-12 reverse split of the Company's common stock. The reverse stock splits resulted in a reduction in the number of shares held by the reporting person and proportional adjustments to the Company's outstanding equity awards. Accordingly, all amounts of securities reported in this Form 4 have been adjusted to reflect the foregoing reverse stock splits. F2 · shares: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), dated August 15, 2025, by and among the Company, Omaha Intermediate 2, Inc., Omaha Intermediate, Inc., Omaha Merger Subsidiary, Inc., and Motiv Power Systems, Inc., all of the Company's outstanding equity awards vested immediately prior to the effective time of the merger, with (to the extent applicable) performance deemed achieved at target. F3 · shares: Represents Restricted Stock Units ("RSUs") granted by the Company to the reporting person on August 18, 2025. In accordance with the Merger Agreement, each RSU vested and settled in cash at the effective time of the merger based on the fair market value of the Company's common stock. Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 21:53 UTC | Workhorse Group Inc. WKHS · Entity 7322 | Exercise / conversionCommon Stock, $0.001 par value per share | 5,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001279383-25-000002 · wk-form4_1765835605.xml · nonDerivative · entry 1 DEDO JACQUELINE A · CIK 0001279383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,207 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 · shares: On June 17, 2024, Workhorse Group Inc. (the "Company") effected a 1-for-20 reverse split of the Company's common stock. On March 17, 2025, the Company effected a 1-for-12.5 reverse split of the Company's common stock. On December 8, 2025, the Company effected a 1-for-12 reverse split of the Company's common stock. The reverse stock splits resulted in a reduction in the number of shares held by the reporting person and proportional adjustments to the Company's outstanding equity awards. Accordingly, all amounts of securities reported in this Form 4 have been adjusted to reflect the foregoing reverse stock splits. F2 · shares: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), dated August 15, 2025, by and among the Company, Omaha Intermediate 2, Inc., Omaha Intermediate, Inc., Omaha Merger Subsidiary, Inc., and Motiv Power Systems, Inc., all of the Company's outstanding equity awards vested immediately prior to the effective time of the merger, with (to the extent applicable) performance deemed achieved at target. F3 · shares: Represents Restricted Stock Units ("RSUs") granted by the Company to the reporting person on August 18, 2025. In accordance with the Merger Agreement, each RSU vested and settled in cash at the effective time of the merger based on the fair market value of the Company's common stock. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 22:24 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantRestricted Stock Units · Derivative | 60,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001425287-25-000085 · wk-form4_1755728666.xml · derivative · entry 1 DEDO JACQUELINE A · CIK 0001279383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,607 Underlying: Common Stock, $0.001 par value per share · 60,607 shares Expires 2026-02-18 F1 · derivative.exercise_price: Represents restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of common stock of Workhorse Group Inc. (the "Company"), vesting on February 18, 2026. Upon vesting, the RSUs may be settled in cash at the discretion of the Company's Board of Directors. F1 · derivative.exercise_date: Represents restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of common stock of Workhorse Group Inc. (the "Company"), vesting on February 18, 2026. Upon vesting, the RSUs may be settled in cash at the discretion of the Company's Board of Directors. F1 · derivative.expiration_date: Represents restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of common stock of Workhorse Group Inc. (the "Company"), vesting on February 18, 2026. Upon vesting, the RSUs may be settled in cash at the discretion of the Company's Board of Directors. Read SEC document |
| May 23, 2024 Filed May 28, 2024 22:10 UTC | Li-Cycle Holdings Corp. LICY · Entity 76780 | GrantCommon Shares | 268,181 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-065465 · ownership.xml · nonDerivative · entry 1 DEDO JACQUELINE A · CIK 0001279383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 438,773 F1 · shares: Comprises restricted stock units ("RSUs") awarded to the reporting person under the Li-Cycle Holdings Corp. 2021 Incentive Award Plan. Each RSU represents the contingent right to receive one common share of Li-Cycle Holdings Corp. subject to time-vesting conditions in accordance with the underlying award and the reporting person's continued service through such vesting date. F2 · balance_after: Includes 268,181 RSUs awarded to the reporting person under the Li-Cycle Holdings Corp. 2021 Incentive Award Plan. Each RSU represents the contingent right to receive one common share of Li-Cycle Holdings Corp. subject to time-vesting conditions in accordance with the underlying award and the reporting person's continued service through such vesting date. Read SEC document |
| February 21, 2024 Filed Apr 23, 2024 22:33 UTC Amendment | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 315,457 | $0.32 | $99,999.87 |
DisclosureSEC source: 0001425287-24-000080 · wk-form4a_1713911629.xml · nonDerivative · entry 1 DEDO JACQUELINE A · CIK 0001279383 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 465,885 F1 · shares: Represents shares of restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of common stock of Workhorse Group Inc. (the "Company"), vesting on August 21, 2024. If the reporting person is no longer a director of the Company on August 21, 2024 by reason of death, disability, or not standing for re-election, the RSUs will vest pro rata based on the number of board meetings attended by the grantee in 2024, as compared to the total number of scheduled board meetings in 2024 between the grant date and the six-month anniversary thereof. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on the grant date. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 23:57 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 49,505 | $2.02 | $100,000.10 |
DisclosureSEC source: 0001425287-23-000027 · wf-form4_167728302940515.xml · nonDerivative · entry 1 DEDO JACQUELINE A · CIK 0001279383 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,428 F1 · shares: Represents shares of common stock granted by Workhorse Group Inc. (the "Company") under a Restricted Stock Award Agreement, vesting on August 22, 2023; provided, if the reporting person is no longer a director of the Company on August 23, 2023 by reason of death, disability, or not standing for re-election, will vest pro rata based on the number of board meetings attended by the grantee in 2023 as compared to the total number of scheduled board meetings in 2023 between the grant date and the six-month anniversary thereof. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on the trading day immediately prior to the grant date. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 17:25 UTC | Workhorse Group Inc. WKHS · Entity 7322 | PurchaseCommon Stock, $0.001 par value per share | 52,015 | $1.92 | $99,868.80 |
DisclosureSEC source: 0001425287-22-000123 · wf-form4_167095229515007.xml · nonDerivative · entry 1 DEDO JACQUELINE A · CIK 0001279383 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,923 F1 · shares: The price reported in Column 4 is a volume weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.91 to $1.93. The reporting person undertakes to provide to Workhorse Group Inc. (the "Company"), any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:54 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 33,003 | $3.03 | $99,999.09 |
DisclosureSEC source: 0001425287-22-000018 · wf-form4_164582965374209.xml · nonDerivative · entry 1 DEDO JACQUELINE A · CIK 0001279383 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,908 F1 · shares: Represents shares of common stock granted by Workhorse Group Inc. (the "Company") under a Restricted Stock Award Agreement vesting on February 23, 2023. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on February 22, 2022. Read SEC document |
| February 23, 2022 Filed Mar 29, 2022 18:19 UTC Amendment | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 33,003 | $3.03 | $99,999.09 |
DisclosureSEC source: 0001425287-22-000056 · wf-form4a_164857795964892.xml · nonDerivative · entry 1 DEDO JACQUELINE A · CIK 0001279383 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,908 F1 · shares: Represents shares of common stock granted by Workhorse Group Inc. (the "Company") under a Restricted Stock Award Agreement vesting on August 23, 2022. The original Form 4 reported an incorrect vesting date. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on February 22, 2022. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:28 UTC | Workhorse Group Inc. WKHS · Entity 7322 | GrantCommon Stock, $0.001 par value per share | 3,966 | $15.13 | $60,005.58 |
DisclosureSEC source: 0001628280-21-003637 · wf-form4_161463408396711.xml · nonDerivative · entry 1 DEDO JACQUELINE A · CIK 0001279383 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,905 F1 · shares: Represents shares of common stock granted under a Restricted Stock Award Agreement vesting on the six month anniversary of the grant. 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.