Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVgo Inc.EVGO · Entity 5642 | Interim CFO | July 01, 2024 | July 03, 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.
EVgo Inc.
Report date July 01, 2024 · Filed July 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 28,753 |
Ending reported balance
After 2024-07-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-07-01 · Exercise / conversion · Acquired 4,856 · Balance 31,230 F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). Row 2 · 2024-07-02 · Sale · Disposed 2,477 · Balance 28,753 F2: The sales reported in this Form 4 represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs pursuant to the Issuer's mandatory sell to cover policy, which requires sales in an amount sufficient to cover tax withholding obligations associated with the vesting events, and do not represent discretionary trades by the Reporting Person. The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $2.30 to $2.42, inclusive, pursuant to the Reporting Person's 10b5-1 trading plan adopted on May 30, 2024. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price in the transactions described in this footnote. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,713 |
Reported balance
After 2024-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-07-01 · Exercise / conversion · Disposed 4,856 · Balance 9,713 F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F3: The RSUs vest in three equal installments on each of the first three anniversaries of July 1, 2023, subject to the Reporting Person's continued employment through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock").
F2: The sales reported in this Form 4 represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs pursuant to the Issuer's mandatory sell to cover policy, which requires sales in an amount sufficient to cover tax withholding obligations associated with the vesting events, and do not represent discretionary trades by the Reporting Person. The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $2.30 to $2.42, inclusive, pursuant to the Reporting Person's 10b5-1 trading plan adopted on May 30, 2024. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price in the transactions described in this footnote.
F3: The RSUs vest in three equal installments on each of the first three anniversaries of July 1, 2023, subject to the Reporting Person's continued employment through each such vesting 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 |
|---|---|---|---|---|---|---|
| July 02, 2024 Filed Jul 3, 2024 18:54 UTC | EVgo Inc. EVGO · Entity 5642 | SaleClass A Common Stock | 2,477 | $2.34 | $5,796.18 |
DisclosureSEC source: 0001104659-24-077859 · tm2418911-1_4seq1.xml · nonDerivative · entry 2 Lee Stephanie · CIK 0001983892 · Interim CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,753 F2 · price: The sales reported in this Form 4 represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs pursuant to the Issuer's mandatory sell to cover policy, which requires sales in an amount sufficient to cover tax withholding obligations associated with the vesting events, and do not represent discretionary trades by the Reporting Person. The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $2.30 to $2.42, inclusive, pursuant to the Reporting Person's 10b5-1 trading plan adopted on May 30, 2024. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price in the transactions described in this footnote. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 18:54 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionRestricted Stock Units · Derivative | 4,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-077859 · tm2418911-1_4seq1.xml · derivative · entry 3 Lee Stephanie · CIK 0001983892 · Interim CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,713 Underlying: Class A Common Stock · 4,856 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 ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F3 · derivative.exercise_date: The RSUs vest in three equal installments on each of the first three anniversaries of July 1, 2023, subject to the Reporting Person's continued employment through each such vesting date. F3 · derivative.expiration_date: The RSUs vest in three equal installments on each of the first three anniversaries of July 1, 2023, subject to the Reporting Person's continued employment through each such vesting date. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 18:54 UTC | EVgo Inc. EVGO · Entity 5642 | Exercise / conversionClass A Common Stock | 4,856 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-077859 · tm2418911-1_4seq1.xml · nonDerivative · entry 1 Lee Stephanie · CIK 0001983892 · Interim CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,230 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 ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 16:06 UTC | EVgo Inc. EVGO · Entity 5642 | GrantRestricted Stock Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-068242 · tm2416362-2_4seq1.xml · derivative · entry 1 Lee Stephanie · CIK 0001983892 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F2 · derivative.exercise_date: The RSUs vest in three equal installments on each of the first three anniversaries of June 1, 2024, subject to the Reporting Person's continued employment through each such vesting date. F2 · derivative.expiration_date: The RSUs vest in three equal installments on each of the first three anniversaries of June 1, 2024, subject to the Reporting Person's continued employment through each such vesting date. Read SEC document |
| July 25, 2023 Filed Jul 26, 2023 17:56 UTC | EVgo Inc. EVGO · Entity 5642 | GrantRestricted Stock Units · Derivative | 14,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-084428 · tm2322090-1_4seq1.xml · derivative · entry 1 Lee Stephanie · CIK 0001983892 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,569 Underlying: Class A Common Stock · 14,569 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Class A common stock, $0.0001 par value ("Class A Common Stock"). F2 · derivative.exercise_date: The RSUs vest in three equal installments on each of the first three anniversaries of July 1, 2023, subject to the Reporting Person's continued employment through each such vesting date. F2 · derivative.expiration_date: The RSUs vest in three equal installments on each of the first three anniversaries of July 1, 2023, subject to the Reporting Person's continued employment through each such vesting date. 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.