Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JELD-WEN Holding, Inc.JELD · Entity 6378 | VP, Chief Accounting Officer | February 01, 2026 | February 03, 2026 |
| Proterra IncPTRA · Entity 93081 | Chief Accounting Officer | June 25, 2023 | June 27, 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.
JELD-WEN Holding, Inc.
Report date February 01, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,529 |
Reported balance
After 2026-02-01 transaction · row 1
1 source rowRow 1 · 2026-02-01 · Grant · Acquired 73,529 · Balance 73,529 F1: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest ratably on February 1, 2027, February 1, 2028, and February 1, 2029. For grant dates that fall on a weekend or holiday, the closing price is the NYSE closing price on the last trading day prior to the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest ratably on February 1, 2027, February 1, 2028, and February 1, 2029. For grant dates that fall on a weekend or holiday, the closing price is the NYSE closing price on the last trading day prior to the grant date.
Proterra Inc
Report date June 25, 2023 · Filed June 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 210,084 |
Reported balance
After 2023-06-25 transaction · row 1
1 source rowRow 1 · 2023-06-25 · Grant · Acquired 210,084 · Balance 210,084 F1: Represents the number of shares of common stock underlying restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock. The shares underlying the RSUs vest as to 25% of the total shares on June 25, 2024, and thereafter vest as to 25% of the total shares annually until fully vested, subject to the Reporting Person remaining in Service (as defined in the Issuer's 2021 Equity Incentive Plan) of the Issuer as of each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of common stock underlying restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock. The shares underlying the RSUs vest as to 25% of the total shares on June 25, 2024, and thereafter vest as to 25% of the total shares annually until fully vested, subject to the Reporting Person remaining in Service (as defined in the Issuer's 2021 Equity Incentive Plan) of the Issuer as of each 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 |
|---|---|---|---|---|---|---|
| February 01, 2026 Filed Feb 3, 2026 00:07 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 73,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-26-000007 · wk-form4_1770077271.xml · nonDerivative · entry 1 Embt Jeffrey Donald · CIK 0001980206 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,529 F1 · shares: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest ratably on February 1, 2027, February 1, 2028, and February 1, 2029. For grant dates that fall on a weekend or holiday, the closing price is the NYSE closing price on the last trading day prior to the grant date. Read SEC document |
| June 25, 2023 Filed Jun 27, 2023 20:21 UTC | Proterra Inc PTRA · Entity 93081 | GrantCommon Stock | 210,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014074 · form4.xml · nonDerivative · entry 1 Embt Jeffrey Donald · CIK 0001980206 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,084 F1 · shares: Represents the number of shares of common stock underlying restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock. The shares underlying the RSUs vest as to 25% of the total shares on June 25, 2024, and thereafter vest as to 25% of the total shares annually until fully vested, subject to the Reporting Person remaining in Service (as defined in the Issuer's 2021 Equity Incentive Plan) of the Issuer as of each 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.