Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NUSCALE POWER CorpSMR · Entity 4088 | Interim VP, Accounting | May 02, 2025 | May 07, 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.
NUSCALE POWER Corp
Report date May 02, 2025 · Filed May 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-05-06 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-05-02 · Exercise / conversion · Acquired 1,634 · Balance 2,783 Row 2 · 2025-05-05 · Sale · Disposed 416 · Balance 2,367 F1: This transaction represents 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. Row 3 · 2025-05-05 · Sale · Disposed 1,149 · Balance 1,218 F2: This transaction is pursuant to a 10b5-1 plan. Row 4 · 2025-05-06 · Sale · Disposed 1,218 · Balance 0 F2: This transaction is pursuant to a 10b5-1 plan. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-05-02 · Exercise / conversion · Disposed 1,634 · Balance 0 F3: Restricted stock units convert to Class A Common Stock on a one-for-one basis. F4: On July 8, 2022, the reporting person was granted 4,092 restricted stock units, vesting in three equal installments beginning on the first anniversary of the merger on May 2, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents 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.
F2: This transaction is pursuant to a 10b5-1 plan.
F3: Restricted stock units convert to Class A Common Stock on a one-for-one basis.
F4: On July 8, 2022, the reporting person was granted 4,092 restricted stock units, vesting in three equal installments beginning on the first anniversary of the merger on May 2, 2023.
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 |
|---|---|---|---|---|---|---|
| May 06, 2025 Filed May 7, 2025 00:00 UTC | NUSCALE POWER Corp SMR · Entity 4088 | SaleClass A Common Stock | 1,218 | $16.75 | $20,401.50 |
DisclosureSEC source: 0001822966-25-000078 · wk-form4_1746575996.xml · nonDerivative · entry 4 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F2 · shares: This transaction is pursuant to a 10b5-1 plan. Read SEC document |
| May 05, 2025 Filed May 7, 2025 00:00 UTC | NUSCALE POWER Corp SMR · Entity 4088 | SaleClass A Common Stock | 1,149 | $17.00 | $19,533.00 |
DisclosureSEC source: 0001822966-25-000078 · wk-form4_1746575996.xml · nonDerivative · entry 3 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,218 F2 · shares: This transaction is pursuant to a 10b5-1 plan. Read SEC document |
| May 05, 2025 Filed May 7, 2025 00:00 UTC | NUSCALE POWER Corp SMR · Entity 4088 | SaleClass A Common Stock | 416 | $16.78 | $6,981.73 |
DisclosureSEC source: 0001822966-25-000078 · wk-form4_1746575996.xml · nonDerivative · entry 2 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,367 F1 · shares: This transaction represents 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. Read SEC document |
| May 02, 2025 Filed May 7, 2025 00:00 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionRestricted Stock Unit · Derivative | 1,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001822966-25-000078 · wk-form4_1746575996.xml · derivative · entry 5 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,634 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. F3 · derivative.exercise_price: Restricted stock units convert to Class A Common Stock on a one-for-one basis. F4 · derivative.exercise_date: On July 8, 2022, the reporting person was granted 4,092 restricted stock units, vesting in three equal installments beginning on the first anniversary of the merger on May 2, 2023. F4 · derivative.expiration_date: On July 8, 2022, the reporting person was granted 4,092 restricted stock units, vesting in three equal installments beginning on the first anniversary of the merger on May 2, 2023. Read SEC document |
| May 02, 2025 Filed May 7, 2025 00:00 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionClass A Common Stock | 1,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001822966-25-000078 · wk-form4_1746575996.xml · nonDerivative · entry 1 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,783 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 |
| March 04, 2025 Filed Mar 6, 2025 16:08 UTC | NUSCALE POWER Corp SMR · Entity 4088 | SaleClass A Common Stock | 24,618 | $14.52 | $357,453.36 |
DisclosureSEC source: 0001822966-25-000042 · wk-form4_1741277275.xml · nonDerivative · entry 1 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,149 F1 · price: Multiple lots for the same price have been combined. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 23:48 UTC | NUSCALE POWER Corp SMR · Entity 4088 | SaleClass A Common Stock | 9,003 | $16.45 | $148,063.34 |
DisclosureSEC source: 0001822966-25-000034 · wk-form4_1741132102.xml · nonDerivative · entry 4 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,767 F2 · shares: The sales reported on this row 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. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 23:48 UTC | NUSCALE POWER Corp SMR · Entity 4088 | SaleClass A Common Stock | 1,645 | $18.15 | $29,856.75 |
DisclosureSEC source: 0001822966-25-000034 · wk-form4_1741132102.xml · nonDerivative · entry 3 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,770 F1 · shares: This transaction is pursuant to a 10b5-1 Plan adopted August 30, 2024. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 23:48 UTC | NUSCALE POWER Corp SMR · Entity 4088 | GrantRestricted Stock Unit · Derivative | 23,269 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001822966-25-000034 · wk-form4_1741132102.xml · derivative · entry 7 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,269 Underlying: Class A Common Stock · 23,269 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into Class A Common Stock on a one-for-one basis. F6 · derivative.exercise_date: On February 28, 2025, the reporting person was granted 23,269 restricted stock units, vesting annually in three equal installments beginning on February 28, 2026. F6 · derivative.expiration_date: On February 28, 2025, the reporting person was granted 23,269 restricted stock units, vesting annually in three equal installments beginning on February 28, 2026. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 23:48 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionRestricted Stock Unit · Derivative | 31,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001822966-25-000034 · wk-form4_1741132102.xml · derivative · entry 6 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,500 Underlying: Class A Common Stock · 31,250 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. F3 · derivative.exercise_price: Restricted stock units convert into Class A Common Stock on a one-for-one basis. F5 · derivative.exercise_date: On February 28, 2024, the reporting person was granted 93,750 restricted stock units, vesting annually in three equal installments beginning on February 28, 2025. F5 · derivative.expiration_date: On February 28, 2024, the reporting person was granted 93,750 restricted stock units, vesting annually in three equal installments beginning on February 28, 2025. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 23:48 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionRestricted Stock Unit · Derivative | 2,371 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001822966-25-000034 · wk-form4_1741132102.xml · derivative · entry 5 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,370 Underlying: Class A Common Stock · 2,371 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. F3 · derivative.exercise_price: Restricted stock units convert into Class A Common Stock on a one-for-one basis. F4 · derivative.exercise_date: On February 28, 2023, the reporting person was granted 7,112 restricted stock units, vesting annually in three equal installments beginning on February 28, 2024. F4 · derivative.expiration_date: On February 28, 2023, the reporting person was granted 7,112 restricted stock units, vesting annually in three equal installments beginning on February 28, 2024. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 23:48 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionClass A Common Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001822966-25-000034 · wk-form4_1741132102.xml · nonDerivative · entry 2 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,415 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 |
| February 28, 2025 Filed Mar 4, 2025 23:48 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionClass A Common Stock | 2,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001822966-25-000034 · wk-form4_1741132102.xml · nonDerivative · entry 1 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,165 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 |
| December 09, 2024 Filed Dec 11, 2024 21:22 UTC | NUSCALE POWER Corp SMR · Entity 4088 | SaleClass A Common Stock | 1,007 | $26.49 | $26,675.43 |
DisclosureSEC source: 0001822966-24-000154 · wk-form4_1733952168.xml · nonDerivative · entry 1 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,794 F1 · shares: Multiple lots for the same price have been combined. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 15:24 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,062 | $0.00 Strike: $6.41 | $0.00 |
DisclosureSEC source: 0001822966-24-000152 · wk-form4_1733239447.xml · derivative · entry 9 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,062 shares Expires 2031-03-31 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. F5 · derivative.exercise_date: The option, representing the right to purchase a total of 6,062 shares, became fully exercisable on April 1, 2024. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 15:24 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,794 | $0.00 Strike: $3.41 | $0.00 |
DisclosureSEC source: 0001822966-24-000152 · wk-form4_1733239447.xml · derivative · entry 8 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,794 shares Expires 2028-02-14 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. F4 · derivative.exercise_date: The option, representing the right to purchase a total of 7,794 shares, became fully exercisable on March 1, 2021. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 15:24 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,732 | $0.00 Strike: $3.41 | $0.00 |
DisclosureSEC source: 0001822966-24-000152 · wk-form4_1733239447.xml · derivative · entry 7 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,732 shares Expires 2027-07-28 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. F3 · derivative.exercise_date: The option, representing the right to purchase a total of 1,732 shares, became fully exercisable on May 1, 2021. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 15:24 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,598 | $0.00 Strike: $3.24 | $0.00 |
DisclosureSEC source: 0001822966-24-000152 · wk-form4_1733239447.xml · derivative · entry 6 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,598 shares Expires 2026-08-01 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. F2 · derivative.exercise_date: The option, representing the right to purchase a total of 2,598 shares, became fully exercisable on April 1, 2020. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 15:24 UTC | NUSCALE POWER Corp SMR · Entity 4088 | SaleClass A Common Stock | 18,186 | $29.00 | $527,394.00 |
DisclosureSEC source: 0001822966-24-000152 · wk-form4_1733239447.xml · nonDerivative · entry 5 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,801 F1 · shares: Multiple lots for the same price have been combined. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 15:24 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionClass A Common Stock | 6,062 | $6.41 | $38,857.42 |
DisclosureSEC source: 0001822966-24-000152 · wk-form4_1733239447.xml · nonDerivative · entry 4 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,987 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 29, 2024 Filed Dec 3, 2024 15:24 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionClass A Common Stock | 7,794 | $3.41 | $26,577.54 |
DisclosureSEC source: 0001822966-24-000152 · wk-form4_1733239447.xml · nonDerivative · entry 3 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,925 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 29, 2024 Filed Dec 3, 2024 15:24 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionClass A Common Stock | 1,732 | $3.41 | $5,906.12 |
DisclosureSEC source: 0001822966-24-000152 · wk-form4_1733239447.xml · nonDerivative · entry 2 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,131 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 29, 2024 Filed Dec 3, 2024 15:24 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionClass A Common Stock | 2,598 | $3.24 | $8,417.52 |
DisclosureSEC source: 0001822966-24-000152 · wk-form4_1733239447.xml · nonDerivative · entry 1 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,399 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 |
| May 03, 2024 Filed May 6, 2024 22:28 UTC | NUSCALE POWER Corp SMR · Entity 4088 | SaleClass A Common Stock | 485 | $6.04 | $2,929.40 |
DisclosureSEC source: 0001822966-24-000056 · wk-form4_1715034477.xml · nonDerivative · entry 2 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,801 F1 · kind: 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. Read SEC document |
| May 02, 2024 Filed May 6, 2024 22:28 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionRestricted Stock Unit · Derivative | 1,634 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001822966-24-000056 · wk-form4_1715034477.xml · derivative · entry 3 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,634 Underlying: Class A Common Stock · 1,634 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_date: On July 8, 2022, the reporting person was granted 4,902 restricted stock units, vesting in three annual installments beginning on May 2, 2023. F3 · derivative.expiration_date: On July 8, 2022, the reporting person was granted 4,902 restricted stock units, vesting in three annual installments beginning on May 2, 2023. Read SEC document |
| May 02, 2024 Filed May 6, 2024 22:28 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionClass A Common Stock | 1,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001822966-24-000056 · wk-form4_1715034477.xml · nonDerivative · entry 1 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,286 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 |
| March 06, 2024 Filed Mar 8, 2024 16:32 UTC | NUSCALE POWER Corp SMR · Entity 4088 | GrantRestricted Stock Unit · Derivative | 93,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001822966-24-000032 · wk-form4_1709915512.xml · derivative · entry 1 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,750 Underlying: Class A Common Stock · 93,750 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · date: The restricted stock units vest in three equal annual installments beginning February 28, 2025. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 28, 2025. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 28, 2025. Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 21:40 UTC | NUSCALE POWER Corp SMR · Entity 4088 | SaleClass A Common Stock | 726 | $3.12 | $2,262.94 |
DisclosureSEC source: 0001822966-24-000018 · wk-form4_1709329223.xml · nonDerivative · entry 2 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,652 F2 · shares: 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:40 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionRestricted Stock Unit · Derivative | 2,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001822966-24-000018 · wk-form4_1709329223.xml · derivative · entry 3 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,741 Underlying: Class A Common Stock · 2,371 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 stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units were granted February 28, 2023, and vest in three annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units were granted February 28, 2023, and vest in three annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:40 UTC | NUSCALE POWER Corp SMR · Entity 4088 | Exercise / conversionClass A Common Stock | 2,371 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001822966-24-000018 · wk-form4_1709329223.xml · nonDerivative · entry 1 Engel Jacqueline F. · CIK 0002007823 · Interim VP, Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,378 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 stock units convert into common stock on a one-for-one basis. 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.