Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Commercial Vehicle Group, Inc.CVGI · Entity 6627 | Director | June 10, 2025 | June 12, 2025 |
| Fluence Energy, Inc.FLNC · Entity 4531 | Director | November 24, 2025 | November 26, 2025 |
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.
Commercial Vehicle Group, Inc.
Report date June 10, 2025 · Filed June 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 136,207 |
Reported balance
After 2025-06-10 transaction · row 1
1 source rowRow 1 · 2025-06-10 · Grant · Acquired 75,472 · Balance 136,207 F1: These shares vest on the first to occur of June 10, 2026 or the 2026 Annual Meeting of Stockholders. However, pursuant to the Amended and Restated 2020 Equity Incentive Plan, the Reporting Person may not sell any shares awarded for a minimum of one-year post-vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares vest on the first to occur of June 10, 2026 or the 2026 Annual Meeting of Stockholders. However, pursuant to the Amended and Restated 2020 Equity Incentive Plan, the Reporting Person may not sell any shares awarded for a minimum of one-year post-vesting.
Fluence Energy, Inc.
Report date November 24, 2025 · Filed November 26, 2025
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| June 10, 2025 Filed Jun 12, 2025 21:09 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 75,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-031081 · wk-form4_1749762542.xml · nonDerivative · entry 1 Gratzke Ruth · CIK 0001870768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,207 F1 · shares: These shares vest on the first to occur of June 10, 2026 or the 2026 Annual Meeting of Stockholders. However, pursuant to the Amended and Restated 2020 Equity Incentive Plan, the Reporting Person may not sell any shares awarded for a minimum of one-year post-vesting. Read SEC document |
| May 16, 2024 Filed May 20, 2024 16:01 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 20,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-024251 · wk-form4_1716220899.xml · nonDerivative · entry 1 Gratzke Ruth · CIK 0001870768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,735 F1 · shares: These shares vest on the first to occur of May 16, 2025 or the 2025 Annual Meeting of Stockholders. Read SEC document |
| May 11, 2023 Filed May 15, 2023 16:04 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 13,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-018043 · wf-form4_168416668135013.xml · nonDerivative · entry 1 Gratzke Ruth · CIK 0001870768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,304 F1 · shares: These shares vest on the first to occur of May 11, 2024 or the 2024 Annual Meeting of Stockholders. Read SEC document |
| May 19, 2022 Filed May 23, 2022 18:33 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 15,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-015163 · wf-form4_165333082078558.xml · nonDerivative · entry 1 Gratzke Ruth · CIK 0001870768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,588 F1 · shares: These shares vest on the first to occur of May 19, 2023 or the 2023 Annual Meeting of Stockholders. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 19:58 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 10,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-013524 · wf-form4_162560152307301.xml · nonDerivative · entry 1 Gratzke Ruth · CIK 0001870768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,669 F1 · shares: These shares vest on the first to occur of May 26, 2022 or the 2022 Annual Meeting of Stockholders. 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.