Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capstone Energy Plus, Inc.CGEH · Entity 2475 | Chief Accounting Officer | June 11, 2025 | June 13, 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.
Capstone Energy Plus, Inc.
Report date June 11, 2025 · Filed June 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 16,610 |
Last balance in matching sequence
After 2025-06-11 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2025-06-11 · Grant · Acquired 15,000 · Balance 22,772 F1: Represents shares of voting common stock underlying restricted stock units that fully vested on the date of grant. F2: Includes 2,625 shares of voting common stock underlying restricted stock units that vest in three equal annual installments commencing on September 9, 2025 and 2,625 of voting common stock underlying restricted stock units that vest in three equal annual installments commencing on April 3, 2026. Row 2 · 2025-06-11 · Tax withholding · Disposed 6,162 · Balance 16,610 F3: Reflects the deemed disposition of shares of voting common stock to cover the Reporting Person's tax liability in connection with the vesting and settlement of the restricted stock units awarded on June 11, 2025. F2: Includes 2,625 shares of voting common stock underlying restricted stock units that vest in three equal annual installments commencing on September 9, 2025 and 2,625 of voting common stock underlying restricted stock units that vest in three equal annual installments commencing on April 3, 2026. |
| Non-voting Common StockSEC Table I · non-derivative | Direct | 20,366 |
Reported balance
Holding disclosure · report date 2025-06-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 20,366 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of voting common stock underlying restricted stock units that fully vested on the date of grant.
F2: Includes 2,625 shares of voting common stock underlying restricted stock units that vest in three equal annual installments commencing on September 9, 2025 and 2,625 of voting common stock underlying restricted stock units that vest in three equal annual installments commencing on April 3, 2026.
F3: Reflects the deemed disposition of shares of voting common stock to cover the Reporting Person's tax liability in connection with the vesting and settlement of the restricted stock units awarded on June 11, 2025.
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 11, 2025 Filed Jun 13, 2025 19:09 UTC | Capstone Energy Plus, Inc. CGEH · Entity 2475 | Tax withholdingVoting Common Stock | 6,162 | $1.00 | $6,162.00 |
DisclosureSEC source: 0001009759-25-000016 · primary_doc.xml · nonDerivative · entry 2 Fanning Celia · CIK 0001949341 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,610 F3 · shares: Reflects the deemed disposition of shares of voting common stock to cover the Reporting Person's tax liability in connection with the vesting and settlement of the restricted stock units awarded on June 11, 2025. F2 · balance_after: Includes 2,625 shares of voting common stock underlying restricted stock units that vest in three equal annual installments commencing on September 9, 2025 and 2,625 of voting common stock underlying restricted stock units that vest in three equal annual installments commencing on April 3, 2026. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 19:09 UTC | Capstone Energy Plus, Inc. CGEH · Entity 2475 | GrantVoting Common Stock | 15,000 | $1.00 | $15,000.00 |
DisclosureSEC source: 0001009759-25-000016 · primary_doc.xml · nonDerivative · entry 1 Fanning Celia · CIK 0001949341 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,772 F1 · shares: Represents shares of voting common stock underlying restricted stock units that fully vested on the date of grant. F2 · balance_after: Includes 2,625 shares of voting common stock underlying restricted stock units that vest in three equal annual installments commencing on September 9, 2025 and 2,625 of voting common stock underlying restricted stock units that vest in three equal annual installments commencing on April 3, 2026. Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 18:58 UTC | Capstone Energy Plus, Inc. CGEH · Entity 2475 | GrantVoting Common Stock | 2,625 | $0.73 | $1,916.25 |
DisclosureSEC source: 0001009759-25-000013 · primary_doc.xml · nonDerivative · entry 1 Fanning Celia · CIK 0001949341 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,772 F1 · shares: Represents shares of voting common stock underlying restricted stock units vesting in three equal annual installments commencing on April 3, 2026. F2 · balance_after: Includes 2,625 shares of voting common stock underlying restricted stock units that vest in three equal annual installments commencing on September 9, 2025. Read SEC document |
| September 09, 2024 Filed Sep 10, 2024 23:13 UTC | Capstone Energy Plus, Inc. N/A · Entity 2475 | GrantCommon Stock | 2,625 | $0.00 | $0.00 |
DisclosureSEC source: 0002013479-24-000004 · primary_doc.xml · nonDerivative · entry 1 Fanning Celia · CIK 0001949341 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,147 F1 · shares: Represents shares underlying restricted stock units vesting in three equal annual installments commencing on September 9, 2025. Read SEC document |
| December 07, 2023 Filed Dec 7, 2023 22:26 UTC | Capstone Energy Plus, Inc. CGRNQ · Entity 2475 | OtherCommon Stock | 36,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001009759-23-000003 · primary_doc.xml · nonDerivative · entry 1 Fanning Celia · CIK 0001949341 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: On September 28, 2023, Capstone Green Energy Corporation (the Issuer) and its wholly-owned subsidiaries, Capstone Turbine International, Inc. (Capstone Turbine International) and Capstone Turbine Financial Services, LLC (together with Capstone Turbine International and the Issuer, the Debtors) filed voluntary petitions (the Chapter 11 Cases) for relief under chapter 11 of title 11 (Chapter 11) of the United States Code in the United States Bankruptcy Court for the District of Delaware (the Bankruptcy Court). On November 14, 2023, the Bankruptcy Court entered an order (the Confirmation Order) confirming the Chapter 11 plan of reorganization of the Debtors in the Chapter 11 Cases, including its supplement and all exhibits and schedules thereto, and all other documents filed in connection with such plan (the Plan). On December 7, 2023 (the Effective Date), the Plan was consummated and became effective in accordance with its terms, and the Debtors emerged from the Chapter 11 Cases. F2 · kind: On the Effective Date, in connection with the satisfaction of the conditions to effectiveness set forth in the Conformation Order and the Plan, the Issuer completed a series of transactions pursuant to which, among other things, the Issuer became a private company that continues to own certain assets of the Issuer and (i) all of the Issuers common shares outstanding prior to the Effective Date were canceled, released, and extinguished, and of no further force or effect and (ii) all of the Issuers equity award agreements under any incentive plan, and the awards granted pursuant thereto, were extinguished, canceled, and discharged and have no further force or effect. In addition, Capstone Turbine International was renamed Capstone Green Energy Holdings, Inc. (Holdings) and is the successor to the Issuer pursuant to Rule 12g-3 under the Securities Exchange Act of 1934, as amended. F3 · kind: This Form 4 shall constitute an exit filing for the Reporting Person with respect to the Issuer. Ms. Fanning will continue as Chief Accounting Officer of Holdings. F1 · price: On September 28, 2023, Capstone Green Energy Corporation (the Issuer) and its wholly-owned subsidiaries, Capstone Turbine International, Inc. (Capstone Turbine International) and Capstone Turbine Financial Services, LLC (together with Capstone Turbine International and the Issuer, the Debtors) filed voluntary petitions (the Chapter 11 Cases) for relief under chapter 11 of title 11 (Chapter 11) of the United States Code in the United States Bankruptcy Court for the District of Delaware (the Bankruptcy Court). On November 14, 2023, the Bankruptcy Court entered an order (the Confirmation Order) confirming the Chapter 11 plan of reorganization of the Debtors in the Chapter 11 Cases, including its supplement and all exhibits and schedules thereto, and all other documents filed in connection with such plan (the Plan). On December 7, 2023 (the Effective Date), the Plan was consummated and became effective in accordance with its terms, and the Debtors emerged from the Chapter 11 Cases. F2 · price: On the Effective Date, in connection with the satisfaction of the conditions to effectiveness set forth in the Conformation Order and the Plan, the Issuer completed a series of transactions pursuant to which, among other things, the Issuer became a private company that continues to own certain assets of the Issuer and (i) all of the Issuers common shares outstanding prior to the Effective Date were canceled, released, and extinguished, and of no further force or effect and (ii) all of the Issuers equity award agreements under any incentive plan, and the awards granted pursuant thereto, were extinguished, canceled, and discharged and have no further force or effect. In addition, Capstone Turbine International was renamed Capstone Green Energy Holdings, Inc. (Holdings) and is the successor to the Issuer pursuant to Rule 12g-3 under the Securities Exchange Act of 1934, as amended. F3 · price: This Form 4 shall constitute an exit filing for the Reporting Person with respect to the Issuer. Ms. Fanning will continue as Chief Accounting Officer of Holdings. Read SEC document |
| April 11, 2023 Filed Apr 14, 2023 00:01 UTC | Capstone Energy Plus, Inc. CGRN · Entity 2475 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001967664-23-000001 · primary_doc.xml · nonDerivative · entry 2 Fanning Celia · CIK 0001949341 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 F2 · shares: Represents shares underlying restricted stock units vesting in three equal annual installments commencing on April 11, 2024. Read SEC document |
| November 17, 2022 Filed Apr 14, 2023 00:01 UTC | Capstone Energy Plus, Inc. CGRN · Entity 2475 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001967664-23-000001 · primary_doc.xml · nonDerivative · entry 1 Fanning Celia · CIK 0001949341 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 F1 · shares: Represents shares underlying restricted stock units vesting in four equal annual installments commencing on November 17, 2023. 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.