Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NUSCALE POWER CorpSMR · Entity 4088 | Chief Technology Officer | February 28, 2026 | March 04, 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.
NUSCALE POWER Corp
Report date February 28, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Jose N. Reyes, Jr. Trust, dated August 2, 2021 | 247,270 |
Reported balance
After 2026-03-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-02 · Exercise / conversion · Acquired 26,640 · Balance 247,270 F1: Restricted Stock Units convert into Class A Common stock on a one-for-one basis. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Jose N. Reyes, Jr. Trust, dated August 2, 2021 | 278,520 |
Reported balance
After 2026-03-02 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-03-02 · Exercise / conversion · Acquired 31,250 · Balance 278,520 F1: Restricted Stock Units convert into Class A Common stock on a one-for-one basis. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Jose N. Reyes, Jr. Trust, dated August 2, 2021 | 294,032 |
Reported balance
After 2026-03-02 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-03-02 · Exercise / conversion · Acquired 15,512 · Balance 294,032 F1: Restricted Stock Units convert into Class A Common stock on a one-for-one basis. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Jose N. Reyes, Jr. Trust, dated August 2, 2021 | 268,081 |
Reported balance
After 2026-03-02 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-03-02 · Sale · Disposed 25,951 · Balance 268,081 F2: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. The sales were to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-02 · Exercise / conversion · Disposed 26,640 · Balance 0 F1: Restricted Stock Units convert into Class A Common stock on a one-for-one basis. F3: On February 28, 2023, the reporting person was granted 79,922 restricted stock units, vesting annually in three installments beginning on the anniversary of the grant date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 31,250 |
Reported balance
After 2026-03-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-02 · Exercise / conversion · Disposed 31,250 · Balance 31,250 F1: Restricted Stock Units convert into Class A Common stock on a one-for-one basis. F4: On February 28, 2024, the reporting person was granted 93,750 restricted stock units, vesting annually in three installments beginning on the anniversary of the grant date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 31,026 |
Reported balance
After 2026-03-02 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-02 · Exercise / conversion · Disposed 15,512 · Balance 31,026 F1: Restricted Stock Units convert into Class A Common stock on a one-for-one basis. F5: On February 28, 2025, the reporting person was granted 46,538 restricted stock units, vesting annually in three installments beginning on the anniversary of the grant date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 89,494 |
Reported balance
After 2026-02-28 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-02-28 · Grant · Acquired 89,494 · Balance 89,494 F1: Restricted Stock Units convert into Class A Common stock on a one-for-one basis. F6: On February 28, 2026, the reporting person was granted 89,494 restricted stock units, vesting annually in three installments beginning on the anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units convert into Class A Common stock on a one-for-one basis.
F2: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. The sales were to satisfy tax withholding obligations to be funded by a "sell to cover" transaction.
F3: On February 28, 2023, the reporting person was granted 79,922 restricted stock units, vesting annually in three installments beginning on the anniversary of the grant date.
F4: On February 28, 2024, the reporting person was granted 93,750 restricted stock units, vesting annually in three installments beginning on the anniversary of the grant date.
F5: On February 28, 2025, the reporting person was granted 46,538 restricted stock units, vesting annually in three installments beginning on the anniversary of the grant date.
F6: On February 28, 2026, the reporting person was granted 89,494 restricted stock units, vesting annually in three installments beginning on the anniversary of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 02, 2022 Filed Nov 3, 2022 22:25 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionClass A Common Stock | 453,215 | $0.64 | $290,057.60 |
DisclosureSEC source: 0001822966-22-000078 · wf-form4_166751432763427.xml · nonDerivative · entry 3 Reyes Jose N Jr · CIK 0001912965 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Jose N. Reyes, Jr. Trust, dated August 2, 2021 Disclosed balance after: 453,215 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 |
| November 01, 2022 Filed Nov 3, 2022 22:25 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 26,895 | $0.00 Strike: $0.64 | $0.00 |
DisclosureSEC source: 0001822966-22-000078 · wf-form4_166751432763427.xml · derivative · entry 5 Reyes Jose N Jr · CIK 0001912965 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Jose N. Reyes, Jr. Trust, dated August 2, 2021 Disclosed balance after: 0 Underlying: Class A Common Stock · 26,895 shares Expires 2023-09-13 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 |
| November 01, 2022 Filed Nov 3, 2022 22:25 UTC | NUSCALE POWER Corp SMR · Entity 4088 | SaleClass A Common Stock | 26,895 | $11.45 | $307,947.75 |
DisclosureSEC source: 0001822966-22-000078 · wf-form4_166751432763427.xml · nonDerivative · entry 2 Reyes Jose N Jr · CIK 0001912965 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Jose N. Reyes, Jr. Trust, dated August 2, 2021 Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.25 to $11.61, inclusive. The reporting person undertakes to provide to NuScale Power Corporation, any security holder of NuScale Power Corporation, 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 ranges set forth in this footnote. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 22:25 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionClass A Common Stock | 26,895 | $0.64 | $17,212.80 |
DisclosureSEC source: 0001822966-22-000078 · wf-form4_166751432763427.xml · nonDerivative · entry 1 Reyes Jose N Jr · CIK 0001912965 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Jose N. Reyes, Jr. Trust, dated August 2, 2021 Disclosed balance after: 26,895 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 |
| July 08, 2022 Filed Jul 11, 2022 21:55 UTC | NUSCALE POWER Corp SMR · Entity 4088 | GrantRestricted Stock Unit · Derivative | 98,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001822966-22-000030 · wf-form4_165757649596820.xml · derivative · entry 1 Reyes Jose N Jr · CIK 0001912965 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,039 Underlying: Class A Common Stock · 98,039 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in three annual installments beginning May 2, 2022. All restricted stock units that are not vested and nonforfeitable will be forfeited to the Company upon termination of employment or service. F2 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning May 2, 2022. All restricted stock units that are not vested and nonforfeitable will be forfeited to the Company upon termination of employment or service. 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.