Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nikola CorpNKLA · Entity 85360 | Director | April 25, 2024 | April 29, 2024 |
| PACIFIC GAS & ELECTRIC CoPCG-PREF · Entity 25671 | CEO and President | August 19, 2019 | August 29, 2019 |
| PG&E CorpPCG · Entity 3143 | CEO & Pres, Pacific Gas & Elec | February 21, 2020 | February 26, 2020 |
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.
Nikola Corp
Report date April 25, 2024 · Filed April 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 470,541 |
Reported balance
After 2024-04-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-04-25 · Grant · Acquired 348,000 · Balance 470,541 F1: Shares issuable upon settlement of a restricted stock unit award that vests on April 25, 2025, subject to continued service with the Issuer through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issuable upon settlement of a restricted stock unit award that vests on April 25, 2025, subject to continued service with the Issuer through such date.
PACIFIC GAS & ELECTRIC Co
Report date August 19, 2019 · Filed August 29, 2019
This filing explicitly reported no securities owned.
PG&E Corp
Report date February 21, 2020 · Filed February 26, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,206 |
Ending reported balance
After 2020-02-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-21 · Grant · Acquired 38,498 · Balance 50,502 F1: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/2019. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. These performance shares were awarded in accordance with equity incentive compensation arrangements disclosed in Form 8-K dated 9/26/2019. Row 2 · 2020-02-21 · Tax withholding · Disposed 13,296 · Balance 37,206 |
Filing footnotes · ownership attribution and instrument terms
F1: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/2019. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. These performance shares were awarded in accordance with equity incentive compensation arrangements disclosed in Form 8-K dated 9/26/2019.
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 |
|---|---|---|---|---|---|---|
| April 25, 2024 Filed Apr 29, 2024 20:55 UTC | Nikola Corp NKLA · Entity 85360 | GrantCommon Stock | 348,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-24-000132 · wk-form4_1714438531.xml · nonDerivative · entry 1 Vesey Andrew · CIK 0001427792 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 470,541 F1 · security: Shares issuable upon settlement of a restricted stock unit award that vests on April 25, 2025, subject to continued service with the Issuer through such date. Read SEC document |
| April 24, 2023 Filed Apr 26, 2023 20:50 UTC | Nikola Corp NKLA · Entity 85360 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-23-000043 · wf-form4_168255663224885.xml · nonDerivative · entry 1 Vesey Andrew · CIK 0001427792 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,541 F1 · security: Shares issuable upon settlement of a restricted stock unit award that vests on April 24, 2024, subject to continued service with the Issuer through such date. Read SEC document |
| October 27, 2022 Filed Oct 31, 2022 19:50 UTC | Nikola Corp NKLA · Entity 85360 | GrantCommon Stock | 22,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-22-000243 · wf-form4_166726022911008.xml · nonDerivative · entry 1 Vesey Andrew · CIK 0001427792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,541 F1 · security: Shares issuable upon settlement of a restricted stock unit award that vests on June 1, 2023, subject to continued service with the Issuer through such date. Read SEC document |
| February 21, 2020 Filed Feb 26, 2020 00:36 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 13,296 | $17.92 | $238,264.32 |
DisclosureSEC source: 0001127602-20-007776 · form4.xml · nonDerivative · entry 2 Vesey Andrew · CIK 0001427792 · CEO & Pres, Pacific Gas & Elec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,206 Read SEC document |
| February 21, 2020 Filed Feb 26, 2020 00:36 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 38,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007776 · form4.xml · nonDerivative · entry 1 Vesey Andrew · CIK 0001427792 · CEO & Pres, Pacific Gas & Elec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,502 F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/2019. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. These performance shares were awarded in accordance with equity incentive compensation arrangements disclosed in Form 8-K dated 9/26/2019. Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 23:32 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 12,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-034899 · form4.xml · nonDerivative · entry 1 Vesey Andrew · CIK 0001427792 · CEO & Pres, Pacific Gas & Elec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,004 F1 · shares: Restricted stock units awarded in accordance with equity incentive compensation arrangements disclosed in Form 8-K dated September 26, 2019. 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.