Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Gentherm IncTHRM · Entity 4845 | VP Operations | June 11, 2019 | June 12, 2019 |
| Workhorse Group Inc.WKHS · Entity 7322 | President, Commercial Vehicles | February 22, 2025 | April 29, 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.
Gentherm Inc
Report date June 11, 2019 · Filed June 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,189 |
Reported balance
After 2019-06-11 transaction · row 1
1 source rowRow 1 · 2019-06-11 · Tax withholding · Disposed 641 · Balance 24,189 |
Workhorse Group Inc.
Report date February 22, 2025 · Filed April 29, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par value per shareSEC Table I · non-derivative | Direct | 1,586 |
Ending reported balance
After 2025-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-22 · Exercise / conversion · Acquired 1,073 · Balance 1,950 F1: On June 17, 2024, Workhorse Group Inc. (the "Company") effected a 1-for-20 reverse split of the Company's common stock. On March 17, 2025, the Company effected a 1-for-12.5 reverse split of the Company's common stock. The reverse stock splits resulted in a reduction in the number of shares held by the reporting person and proportional adjustments to the Company's outstanding equity awards. Accordingly, all amounts of securities and price information reported in this Form 4 have been adjusted to reflect the cumulative 1-for-250 reverse split. Row 2 · 2025-02-22 · Tax withholding · Disposed 364 · Balance 1,586 F1: On June 17, 2024, Workhorse Group Inc. (the "Company") effected a 1-for-20 reverse split of the Company's common stock. On March 17, 2025, the Company effected a 1-for-12.5 reverse split of the Company's common stock. The reverse stock splits resulted in a reduction in the number of shares held by the reporting person and proportional adjustments to the Company's outstanding equity awards. Accordingly, all amounts of securities and price information reported in this Form 4 have been adjusted to reflect the cumulative 1-for-250 reverse split. F2: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted stock units previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as of the closing trading price of the Company's common stock on the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,145 |
Reported balance
After 2025-02-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-22 · Exercise / conversion · Disposed 1,073 · Balance 2,145 F3: Represents shares of restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of common stock of the Company. Upon vesting, the RSUs may be settled in cash at the discretion of the Company's Board of Directors or Compensation Committee. The RSUs vest in equal one-third increments over three years beginning on February 22, 2025, less shares relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, RSUs previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on the grant date. F1: On June 17, 2024, Workhorse Group Inc. (the "Company") effected a 1-for-20 reverse split of the Company's common stock. On March 17, 2025, the Company effected a 1-for-12.5 reverse split of the Company's common stock. The reverse stock splits resulted in a reduction in the number of shares held by the reporting person and proportional adjustments to the Company's outstanding equity awards. Accordingly, all amounts of securities and price information reported in this Form 4 have been adjusted to reflect the cumulative 1-for-250 reverse split. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 17, 2024, Workhorse Group Inc. (the "Company") effected a 1-for-20 reverse split of the Company's common stock. On March 17, 2025, the Company effected a 1-for-12.5 reverse split of the Company's common stock. The reverse stock splits resulted in a reduction in the number of shares held by the reporting person and proportional adjustments to the Company's outstanding equity awards. Accordingly, all amounts of securities and price information reported in this Form 4 have been adjusted to reflect the cumulative 1-for-250 reverse split.
F2: Represents shares of common stock relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, restricted stock units previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as of the closing trading price of the Company's common stock on the vesting date.
F3: Represents shares of restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of common stock of the Company. Upon vesting, the RSUs may be settled in cash at the discretion of the Company's Board of Directors or Compensation Committee. The RSUs vest in equal one-third increments over three years beginning on February 22, 2025, less shares relinquished to the Company by the reporting person out of, and to cover estimated tax withholding for, RSUs previously granted subject to vesting. The stock price reflected in Table I Column 4 was determined based on fair market value as the closing trading price of the Company's common stock on the grant 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 22, 2017 Filed Feb 24, 2017 22:35 UTC | Gentherm Inc THRM · Entity 4845 | Exercise / conversionCommon Stock | 5,000 | $19.10 | $95,500.00 |
DisclosureSEC source: 0001209191-17-014453 · doc4.xml · nonDerivative · entry 1 Gaul Ryan Wesley · CIK 0001661730 · VP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,661 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 18, 2017 Filed Feb 21, 2017 23:02 UTC | Gentherm Inc THRM · Entity 4845 | Tax withholdingCommon Stock | 1,187 | $35.70 | $42,375.90 |
DisclosureSEC source: 0001209191-17-012856 · doc4.xml · nonDerivative · entry 1 Gaul Ryan Wesley · CIK 0001661730 · VP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,661 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.