Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSW INDUSTRIALS, INC.CSWI · Entity 3917 | Director | October 01, 2021 | October 04, 2021 |
| Canoo Inc.GOEV · Entity 85818 | Director | July 15, 2024 | July 17, 2024 |
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.
CSW INDUSTRIALS, INC.
Report date October 01, 2021 · Filed October 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,685 |
Reported balance
After 2021-10-01 transaction · row 1
1 source rowRow 1 · 2021-10-01 · Grant · Acquired 765 · Balance 4,685 F1: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the first anniversary of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the first anniversary of the grant.
Canoo Inc.
Report date July 15, 2024 · Filed July 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 110,996 |
Reported balance
After 2024-07-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-07-15 · Grant · Acquired 92,765 · Balance 110,996 F1: Represents director annual grant of Restricted Stock Units ("RSUs") pursuant to the Issuer's 2020 Equity Incentive Plan. Each RSU represents a right to receive one share of the Issuer's common stock upon vesting. The RSUs vest in full on the earlier of (i) July 15, 2025 and (ii) the Issuer's 2025 annual meeting of stockholders, subject to the Reporting Person's continuous service through the applicable vesting date. F2: On March 8, 2024, the Issuer effected a 1-for-23 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 have been adjusted to reflect the Reverse Stock Split. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents director annual grant of Restricted Stock Units ("RSUs") pursuant to the Issuer's 2020 Equity Incentive Plan. Each RSU represents a right to receive one share of the Issuer's common stock upon vesting. The RSUs vest in full on the earlier of (i) July 15, 2025 and (ii) the Issuer's 2025 annual meeting of stockholders, subject to the Reporting Person's continuous service through the applicable vesting date.
F2: On March 8, 2024, the Issuer effected a 1-for-23 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 have been adjusted to reflect the Reverse Stock Split.
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 |
|---|---|---|---|---|---|---|
| July 15, 2024 Filed Jul 17, 2024 17:14 UTC | Canoo Inc. GOEV · Entity 85818 | GrantCommon Stock | 92,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-062212 · ownership.xml · nonDerivative · entry 1 von Storch Debra · CIK 0001797025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,996 F1 · shares: Represents director annual grant of Restricted Stock Units ("RSUs") pursuant to the Issuer's 2020 Equity Incentive Plan. Each RSU represents a right to receive one share of the Issuer's common stock upon vesting. The RSUs vest in full on the earlier of (i) July 15, 2025 and (ii) the Issuer's 2025 annual meeting of stockholders, subject to the Reporting Person's continuous service through the applicable vesting date. F2 · balance_after: On March 8, 2024, the Issuer effected a 1-for-23 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 have been adjusted to reflect the Reverse Stock Split. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 16:05 UTC | Canoo Inc. GOEV · Entity 85818 | GrantCommon Stock | 326,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-086093 · ownership.xml · nonDerivative · entry 1 von Storch Debra · CIK 0001797025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 419,310 F1 · shares: Represents director annual grant of Restricted Stock Units ("RSUs") pursuant to the Issuer's 2020 Equity Incentive Plan. Each RSU represents a right to receive one share of the Issuer's common stock upon vesting. The RSUs vest in full on July 15, 2024, subject to the Reporting Person's continuous service through the applicable vesting date. Read SEC document |
| July 12, 2022 Filed Jul 14, 2022 16:06 UTC | Canoo Inc. GOEV · Entity 85818 | GrantCOMMON STOCK | 55,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-039392 · ownership.xml · nonDerivative · entry 1 von Storch Debra · CIK 0001797025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,259 F1 · shares: Represents director annual grant of Restricted Stock Units ("RSUs") pursuant to the Issuer's 2020 Equity Incentive Plan. Each RSU represents a right to receive one share of the Issuer's common stock upon vesting. The RSUs vest in full on the earlier of (1) June 15, 2023 and (2) the 15th day of the month occurring prior to the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continuous service through the applicable vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:34 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 765 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-21-000078 · wf-form4_163338686598610.xml · nonDerivative · entry 1 von Storch Debra · CIK 0001797025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,685 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the first anniversary of the grant. Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 17:34 UTC | Canoo Inc. GOEV · Entity 85818 | GrantCOMMON STOCK | 19,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-033417 · ownership.xml · nonDerivative · entry 1 von Storch Debra · CIK 0001797025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,163 F1 · shares: Represents director annual grant of Restricted Stock Units ("RSUs") pursuant to the Issuer's 2020 Equity Incentive Plan. Each RSU represents a right to receive one share of the Issuer's common stock upon vesting. The RSUs vest in full on the earlier of (1) June 15, 2022 and (2) the 15th day of the month occurring prior to the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continuous service through the applicable vesting date. Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 17:16 UTC | Canoo Inc. GOEV · Entity 85818 | GrantCommon Stock | 18,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-020939 · doc4.xml · nonDerivative · entry 1 von Storch Debra · CIK 0001797025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,556 F1 · shares: Represents shares of common stock issuable upon settlement and vesting of Restricted Stock Units (RSUs) granted to the Reporting Person on 03/12/2021 under the Issuer's 2020 Equity Incentive Plan (2020 EIP). The RSUs will vest in one installment on 12/15/2021, the one year anniversary of the vesting commencement date, subject to the Reporting Person's continuous service as defined in the 2020 EIP through such date. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 14:41 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-20-000085 · wf-form4_160199525278308.xml · nonDerivative · entry 1 von Storch Debra · CIK 0001797025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,920 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the first anniversary of the grant. Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 13:15 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | PurchaseCommon Stock | 1,000 | $63.82 | $63,820.00 |
DisclosureSEC source: 0001624794-20-000022 · wf-form4_158410530203905.xml · nonDerivative · entry 1 von Storch Debra · CIK 0001797025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,825 Read SEC document |
| January 02, 2020 Filed Jan 2, 2020 22:45 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 825 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-20-000008 · wf-form4_157800511031747.xml · nonDerivative · entry 1 von Storch Debra · CIK 0001797025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,825 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on October 1, 2020. 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.