Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNH Industrial N.V.CNH · Entity 3261 | Director · See Remarks | February 28, 2026 | March 03, 2026 |
| Nikola CorpNKLA · Entity 85360 | Director | April 28, 2022 | May 02, 2022 |
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.
CNH Industrial N.V.
Report date February 28, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 661,909 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-28 · Exercise / conversion · Acquired 494,012 · Balance 869,148 F1: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. Row 2 · 2026-03-02 · Tax withholding · Disposed 207,239 · Balance 661,909 F2: Represents the number of shares withheld by the issuer to cover the reporting person's tax liability associated with the vesting of RSUs on February 28, 2026. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-28 · Exercise / conversion · Disposed 494,012 · Balance 0 F1: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. F3: On August 10, 2024, the Reporting Person was granted 1,189,620 RSUs, 695,608 of which vested on February 28, 2025 and 494,012 of which vested on February 28, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted share units ("RSUs") convert into common shares on a one-for-one basis.
F2: Represents the number of shares withheld by the issuer to cover the reporting person's tax liability associated with the vesting of RSUs on February 28, 2026.
F3: On August 10, 2024, the Reporting Person was granted 1,189,620 RSUs, 695,608 of which vested on February 28, 2025 and 494,012 of which vested on February 28, 2026.
Nikola Corp
Report date April 28, 2022 · Filed May 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,392 |
Reported balance
After 2022-04-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-04-28 · Grant · Acquired 22,710 · Balance 60,392 F1: Shares issuable upon settlement of a restricted stock unit award that vests on April 28, 2023, subject to continued service with the Issuer through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issuable upon settlement of a restricted stock unit award that vests on April 28, 2023, subject to continued service with the Issuer through such 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 |
|---|---|---|---|---|---|---|
| March 02, 2026 Filed Mar 3, 2026 19:10 UTC | CNH Industrial N.V. CNH · Entity 3261 | Tax withholdingCommon Shares | 207,239 | $12.12 | $2,510,700.49 |
DisclosureSEC source: 0001193125-26-089289 · ownership.xml · nonDerivative · entry 2 Marx Gerrit A. · CIK 0001808863 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 661,909 F2 · shares: Represents the number of shares withheld by the issuer to cover the reporting person's tax liability associated with the vesting of RSUs on February 28, 2026. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 19:10 UTC | CNH Industrial N.V. CNH · Entity 3261 | Exercise / conversionRestricted Share Units · Derivative | 494,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-089289 · ownership.xml · derivative · entry 3 Marx Gerrit A. · CIK 0001808863 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 494,012 shares Expires not disclosed 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: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. F3 · derivative.exercise_date: On August 10, 2024, the Reporting Person was granted 1,189,620 RSUs, 695,608 of which vested on February 28, 2025 and 494,012 of which vested on February 28, 2026. F3 · derivative.expiration_date: On August 10, 2024, the Reporting Person was granted 1,189,620 RSUs, 695,608 of which vested on February 28, 2025 and 494,012 of which vested on February 28, 2026. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 19:10 UTC | CNH Industrial N.V. CNH · Entity 3261 | Exercise / conversionCommon Shares | 494,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-089289 · ownership.xml · nonDerivative · entry 1 Marx Gerrit A. · CIK 0001808863 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 869,148 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 · price: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. Read SEC document |
| March 04, 2025 Filed Mar 4, 2025 21:20 UTC | CNH Industrial N.V. CNH · Entity 3261 | SaleCommon Shares | 320,472 | $11.64 | $3,730,294.08 |
DisclosureSEC source: 0000950170-25-032924 · ownership.xml · nonDerivative · entry 2 Marx Gerrit A. · CIK 0001808863 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,136 F2 · shares: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of RSUs. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:20 UTC | CNH Industrial N.V. CNH · Entity 3261 | Exercise / conversionRestricted Share Units · Derivative | 695,608 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032924 · ownership.xml · derivative · entry 3 Marx Gerrit A. · CIK 0001808863 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 494,012 Underlying: Common Shares · 695,608 shares Expires not disclosed 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: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. F3 · derivative.exercise_date: On August 10, 2024, the Reporting Person was granted 1,189,620 RSUs, 695,608 of which vested on February 28, 2025 and 494,012 of which will vest on February 28, 2026. F3 · derivative.expiration_date: On August 10, 2024, the Reporting Person was granted 1,189,620 RSUs, 695,608 of which vested on February 28, 2025 and 494,012 of which will vest on February 28, 2026. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:20 UTC | CNH Industrial N.V. CNH · Entity 3261 | Exercise / conversionCommon Shares | 695,608 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-032924 · ownership.xml · nonDerivative · entry 1 Marx Gerrit A. · CIK 0001808863 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 695,608 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 · price: Restricted share units ("RSUs") convert into common shares on a one-for-one basis. Read SEC document |
| April 28, 2022 Filed May 2, 2022 17:58 UTC | Nikola Corp NKLA · Entity 85360 | GrantCommon Stock | 22,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-22-000069 · wf-form4_165152867363357.xml · nonDerivative · entry 1 Marx Gerrit A. · CIK 0001808863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,392 F1 · security: Shares issuable upon settlement of a restricted stock unit award that vests on April 28, 2023, subject to continued service with the Issuer through such date. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 19:01 UTC | Nikola Corp NKLA · Entity 85360 | GrantCommon Stock | 16,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-21-000046 · wf-form4_161947809576892.xml · nonDerivative · entry 1 Marx Gerrit A. · CIK 0001808863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,682 F1 · security: Shares issuable upon settlement of a restricted stock unit award that vests on April 22, 2022, subject to continued service with the Issuer through such date. Read SEC document |
| August 21, 2020 Filed Aug 25, 2020 16:44 UTC | Nikola Corp NKLA · Entity 85360 | GrantCommon Stock | 21,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-20-000039 · wf-form4_159838825711623.xml · nonDerivative · entry 1 Marx Gerrit A. · CIK 0001808863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,000 F1 · security: Shares issuable upon settlement of a restricted stock unit award that vests on June 3, 2021, subject to continued service with the Issuer through such date. 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.