Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASPEN AEROGELS INCASPN · Entity 5645 | Chief Accounting Officer | March 05, 2026 | March 06, 2026 |
| Symbotic Inc.SYM · Entity 2319 | Vice President & Controller | January 23, 2023 | January 25, 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.
ASPEN AEROGELS INC
Report date March 05, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,330 |
Reported balance
After 2026-03-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-05 · Tax withholding · Disposed 986 · Balance 15,330 F1: Shares withheld by Registrant to satisfy the minimum statutory tax withholding requirements on vesting of Restricted Stock Units ("RSUs"). F2: Represents 5,593 shares of Common Stock and 9,737 RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by Registrant to satisfy the minimum statutory tax withholding requirements on vesting of Restricted Stock Units ("RSUs").
F2: Represents 5,593 shares of Common Stock and 9,737 RSUs.
Symbotic Inc.
Report date January 23, 2023 · Filed January 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 57,188 |
Reported balance
After 2023-01-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-01-23 · Grant · Acquired 57,188 · Balance 57,188 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F2: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on January 23, 2024, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
F2: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on January 23, 2024, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.
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 |
|---|---|---|---|---|---|---|
| March 05, 2026 Filed Mar 6, 2026 22:00 UTC | ASPEN AEROGELS INC ASPN · Entity 5645 | Tax withholdingCommon Stock | 986 | $3.27 | $3,224.22 |
DisclosureSEC source: 0001193125-26-096817 · ownership.xml · nonDerivative · entry 1 Daniel Santhosh P · CIK 0001935618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,330 F1 · shares: Shares withheld by Registrant to satisfy the minimum statutory tax withholding requirements on vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Represents 5,593 shares of Common Stock and 9,737 RSUs. Read SEC document |
| September 13, 2025 Filed Sep 15, 2025 21:00 UTC | ASPEN AEROGELS INC ASPN · Entity 5645 | Tax withholdingCommon Stock | 1,563 | $6.59 | $10,300.17 |
DisclosureSEC source: 0001193125-25-203735 · ownership.xml · nonDerivative · entry 1 Daniel Santhosh P · CIK 0001935618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,316 F1 · shares: 1. Shares withheld by Registrant to satisfy minimum statutory tax withholding requirements on vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: 2. Represents 3,761 shares of Common Stock and 12,555 RSUs. Read SEC document |
| August 13, 2025 Filed Aug 13, 2025 21:00 UTC | ASPEN AEROGELS INC ASPN · Entity 5645 | SaleCommon Stock | 2,000 | $7.54 | $15,080.00 |
DisclosureSEC source: 0000950170-25-108149 · ownership.xml · nonDerivative · entry 2 Daniel Santhosh P · CIK 0001935618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,879 F2 · balance_after: Represents 17,879 Restricted Stock Units. Read SEC document |
| August 12, 2025 Filed Aug 13, 2025 21:00 UTC | ASPEN AEROGELS INC ASPN · Entity 5645 | SaleCommon Stock | 4,410 | $7.31 | $32,237.10 |
DisclosureSEC source: 0000950170-25-108149 · ownership.xml · nonDerivative · entry 1 Daniel Santhosh P · CIK 0001935618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,879 F1 · price: These transactions were executed in multiple trades at prices ranging from $7.31 to $7.32. The reporting person will provide to the staff of the Securities and Exchange Commission, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:50 UTC | ASPEN AEROGELS INC ASPN · Entity 5645 | GrantPerformance Share Units · Derivative | 9,566 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-035612 · ownership.xml · derivative · entry 4 Daniel Santhosh P · CIK 0001935618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,566 Underlying: Common Stock · 9,566 shares Expires not disclosed F5 · derivative.exercise_price: Each performance share unit ("PSU") represents a contingent right to receive one share of Common Stock upon vesting. The PSUs vest on March 5, 2028, following the completion of the performance period, which begins on January 1, 2025 and ends on December 31, 2027. Ranging between 0-200% of the target number of PSUs (as reflected in Table II above), the PSUs vest based on the total shareholder return of Common Stock relative to the total stockholder return of the components of the Russell 2000 Index. F5 · derivative.exercise_date: Each performance share unit ("PSU") represents a contingent right to receive one share of Common Stock upon vesting. The PSUs vest on March 5, 2028, following the completion of the performance period, which begins on January 1, 2025 and ends on December 31, 2027. Ranging between 0-200% of the target number of PSUs (as reflected in Table II above), the PSUs vest based on the total shareholder return of Common Stock relative to the total stockholder return of the components of the Russell 2000 Index. F5 · derivative.expiration_date: Each performance share unit ("PSU") represents a contingent right to receive one share of Common Stock upon vesting. The PSUs vest on March 5, 2028, following the completion of the performance period, which begins on January 1, 2025 and ends on December 31, 2027. Ranging between 0-200% of the target number of PSUs (as reflected in Table II above), the PSUs vest based on the total shareholder return of Common Stock relative to the total stockholder return of the components of the Russell 2000 Index. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:50 UTC | ASPEN AEROGELS INC ASPN · Entity 5645 | GrantStock Options (Right to Buy) · Derivative | 6,742 | $0.00 Strike: $7.84 | $0.00 |
DisclosureSEC source: 0000950170-25-035612 · ownership.xml · derivative · entry 3 Daniel Santhosh P · CIK 0001935618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,742 Underlying: Common Stock · 6,742 shares Expires 2035-03-05 F4 · derivative.exercise_date: The options vest as to one-third of the shares on March 5, 2026, an additional one-third of the shares on March 5, 2027 and the remaining one-third of the shares on March 5, 2028. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:50 UTC | ASPEN AEROGELS INC ASPN · Entity 5645 | GrantCommon Stock | 4,783 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-035612 · ownership.xml · nonDerivative · entry 2 Daniel Santhosh P · CIK 0001935618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,289 F2 · shares: Each Restricted Stock Unit ("RSU") represents the right to receive one share of Common Stock upon vesting. The RSUs vest as to one-third of the shares on March 5, 2026, an additional one-third of the shares on March 5, 2027 and the remaining one-third of the shares on March 5, 2028. F3 · balance_after: Represents 6,410 shares of Common Stock and 17,879 RSUs. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:50 UTC | ASPEN AEROGELS INC ASPN · Entity 5645 | Tax withholdingCommon Stock | 428 | $7.84 | $3,355.52 |
DisclosureSEC source: 0000950170-25-035612 · ownership.xml · nonDerivative · entry 1 Daniel Santhosh P · CIK 0001935618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,506 F1 · shares: Shares withheld by Registrant to satisfy the minimum statutory tax withholding requirements on vesting of Restricted Stock Units ("RSUs"). Read SEC document |
| September 13, 2024 Filed Sep 16, 2024 22:21 UTC | ASPEN AEROGELS INC ASPN · Entity 5645 | Tax withholdingCommon Stock | 1,711 | $24.84 | $42,501.24 |
DisclosureSEC source: 0000950170-24-106936 · ownership.xml · nonDerivative · entry 1 Daniel Santhosh P · CIK 0001935618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,934 F1 · shares: Shares withheld by Registrant to satisfy the minimum statutory tax withholding requirements on vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Represents 5,614 shares of Common Stock and 14,320 RSUs. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:49 UTC | ASPEN AEROGELS INC ASPN · Entity 5645 | GrantStock Options (Right to Buy) · Derivative | 5,371 | $0.00 Strike: $16.34 | $0.00 |
DisclosureSEC source: 0000950170-24-028099 · ownership.xml · derivative · entry 2 Daniel Santhosh P · CIK 0001935618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,371 Underlying: Common Stock · 5,371 shares Expires 2034-03-05 F3 · derivative.exercise_date: The options vest as to one-third of the shares on March 5, 2025, an additional one-third of the shares on March 5, 2026 and the remaining one-third of the shares on March 5, 2027. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:49 UTC | ASPEN AEROGELS INC ASPN · Entity 5645 | GrantCommon Stock | 3,671 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-028099 · ownership.xml · nonDerivative · entry 1 Daniel Santhosh P · CIK 0001935618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,645 F1 · shares: Each Restricted Stock Unit ("RSU") represents the right to receive one share of Common Stock upon vesting. The RSUs vest as to one-third of the shares on March 5, 2025, an additional one-third of the shares on March 5, 2026 and the remaining one-third of the shares on March 5, 2027. F2 · balance_after: Represents 2,000 shares of Common Stock and 19,645 RSUs. Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 20:37 UTC | ASPEN AEROGELS INC ASPN · Entity 5645 | GrantStock Option (Right-to-Buy) · Derivative | 15,974 | $0.00 Strike: $6.26 | $0.00 |
DisclosureSEC source: 0001209191-23-049441 · doc4.xml · derivative · entry 2 Daniel Santhosh P · CIK 0001935618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,794 Underlying: Common Stock · 15,794 shares Expires 2033-09-13 F3 · derivative.exercise_date: The options vest as to one-third of the shares on September 13, 2024, an additional one-third of the shares on September 13, 2025, and the remaining one-third of the shares on September 13, 2026. Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 20:37 UTC | ASPEN AEROGELS INC ASPN · Entity 5645 | GrantCommon Stock | 15,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-049441 · doc4.xml · nonDerivative · entry 1 Daniel Santhosh P · CIK 0001935618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,974 F1 · shares: Each Restricted Stock Unit ("RSU") represents the right to receive one share of Common Stock upon vesting. The RSUs vest as to one-third of the shares on September 13, 2024, an additional one-third of the shares on September 13, 2025, and the remaining one-third of the shares on September 13, 2026. F2 · balance_after: Includes 15,974 RSUs. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 22:13 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 57,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-23-000045 · wf-form4_167468479730307.xml · derivative · entry 1 Daniel Santhosh P · CIK 0001935618 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,188 Underlying: Class A Common Stock · 57,188 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F2 · derivative.exercise_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on January 23, 2024, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F2 · derivative.expiration_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on January 23, 2024, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 21:52 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 18,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-22-000028 · wf-form4_166094591071555.xml · derivative · entry 1 Daniel Santhosh P · CIK 0001935618 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,975 Underlying: Class A Common Stock · 18,975 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F2 · derivative.exercise_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on August 17, 2023, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F2 · derivative.expiration_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on August 17, 2023, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. 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.