Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eos Energy Enterprises, Inc.EOSE · Entity 4901 | General Counsel | January 27, 2024 | January 30, 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.
Eos Energy Enterprises, Inc.
Report date January 27, 2024 · Filed January 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 171,836 |
Ending reported balance
After 2024-01-27 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-01-27 · Exercise / conversion · Acquired 25,000 · Balance 73,411 Row 2 · 2024-01-27 · Exercise / conversion · Acquired 50,000 · Balance 123,411 Row 3 · 2024-01-27 · Exercise / conversion · Acquired 129,657 · Balance 253,068 Row 4 · 2024-01-27 · Tax withholding · Disposed 81,232 · Balance 171,836 F1: Represents shares withheld from vested restricted stock unit ("RSU") award to satisfy tax obligations, as permitted by the Company's Amended and Restated 2020 Incentive Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-01-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-01-27 · Exercise / conversion · Disposed 25,000 · Balance 0 F2: Reflects the accelerated vesting of the reporting person's restricted stock units in accordance with the reporting person's separation agreement. F3: Each RSU represents a contingent right to receive one share of common stock. F4: Not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-01-27 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-01-27 · Exercise / conversion · Disposed 50,000 · Balance 0 F2: Reflects the accelerated vesting of the reporting person's restricted stock units in accordance with the reporting person's separation agreement. F3: Each RSU represents a contingent right to receive one share of common stock. F4: Not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-01-27 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-01-27 · Exercise / conversion · Disposed 129,657 · Balance 0 F2: Reflects the accelerated vesting of the reporting person's restricted stock units in accordance with the reporting person's separation agreement. F3: Each RSU represents a contingent right to receive one share of common stock. F4: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld from vested restricted stock unit ("RSU") award to satisfy tax obligations, as permitted by the Company's Amended and Restated 2020 Incentive Plan.
F2: Reflects the accelerated vesting of the reporting person's restricted stock units in accordance with the reporting person's separation agreement.
F3: Each RSU represents a contingent right to receive one share of common stock.
F4: Not applicable.
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 |
|---|---|---|---|---|---|---|
| January 27, 2024 Filed Jan 30, 2024 23:03 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 129,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-002592 · wk-form4_1706655795.xml · derivative · entry 7 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 129,657 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 · security: Reflects the accelerated vesting of the reporting person's restricted stock units in accordance with the reporting person's separation agreement. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F4 · derivative.exercise_date: Not applicable. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| January 27, 2024 Filed Jan 30, 2024 23:03 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-002592 · wk-form4_1706655795.xml · derivative · entry 6 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 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 · security: Reflects the accelerated vesting of the reporting person's restricted stock units in accordance with the reporting person's separation agreement. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F4 · derivative.exercise_date: Not applicable. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| January 27, 2024 Filed Jan 30, 2024 23:03 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-002592 · wk-form4_1706655795.xml · derivative · entry 5 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 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 · security: Reflects the accelerated vesting of the reporting person's restricted stock units in accordance with the reporting person's separation agreement. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F4 · derivative.exercise_date: Not applicable. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| January 27, 2024 Filed Jan 30, 2024 23:03 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Tax withholdingCommon Stock | 81,232 | $1.04 | $84,481.28 |
DisclosureSEC source: 0001628280-24-002592 · wk-form4_1706655795.xml · nonDerivative · entry 4 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,836 F1 · shares: Represents shares withheld from vested restricted stock unit ("RSU") award to satisfy tax obligations, as permitted by the Company's Amended and Restated 2020 Incentive Plan. Read SEC document |
| January 27, 2024 Filed Jan 30, 2024 23:03 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 129,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-002592 · wk-form4_1706655795.xml · nonDerivative · entry 3 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,068 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 |
| January 27, 2024 Filed Jan 30, 2024 23:03 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-002592 · wk-form4_1706655795.xml · nonDerivative · entry 2 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,411 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 |
| January 27, 2024 Filed Jan 30, 2024 23:03 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-002592 · wk-form4_1706655795.xml · nonDerivative · entry 1 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,411 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 |
| August 31, 2023 Filed Sep 1, 2023 22:14 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $1.34 | $0.00 |
DisclosureSEC source: 0001805077-23-000032 · wk-form4_1693606443.xml · derivative · entry 1 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 100,000 shares Expires 2032-06-16 F1 · date: On June 16, 2022, the reporting person was granted stock options to purchase 200,000 shares of common stock. The stock options vest in two equal installments based on the achievement of certain performance conditions during specified time periods (each, a "Milestone Event"), with the full vesting of the applicable tranche of stock options to occur 60 days after the achievement of the applicable Milestone Event. The second of the Milestone Events was achieved on August 31, 2023 and the stock options with respect to 100,000 shares of common stock will become fully vested and exercisable on the 60th day following the date of the achievement of the Milestone Event, subject to the reporting person's continued employment with the issuer through such date. F1 · derivative.exercise_date: On June 16, 2022, the reporting person was granted stock options to purchase 200,000 shares of common stock. The stock options vest in two equal installments based on the achievement of certain performance conditions during specified time periods (each, a "Milestone Event"), with the full vesting of the applicable tranche of stock options to occur 60 days after the achievement of the applicable Milestone Event. The second of the Milestone Events was achieved on August 31, 2023 and the stock options with respect to 100,000 shares of common stock will become fully vested and exercisable on the 60th day following the date of the achievement of the Milestone Event, subject to the reporting person's continued employment with the issuer through such date. F1 · balance_after: On June 16, 2022, the reporting person was granted stock options to purchase 200,000 shares of common stock. The stock options vest in two equal installments based on the achievement of certain performance conditions during specified time periods (each, a "Milestone Event"), with the full vesting of the applicable tranche of stock options to occur 60 days after the achievement of the applicable Milestone Event. The second of the Milestone Events was achieved on August 31, 2023 and the stock options with respect to 100,000 shares of common stock will become fully vested and exercisable on the 60th day following the date of the achievement of the Milestone Event, subject to the reporting person's continued employment with the issuer through such date. Read SEC document |
| July 05, 2023 Filed Jul 6, 2023 23:04 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 129,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-024496 · wk-form4_1688684650.xml · derivative · entry 1 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,657 Underlying: Common Stock · 129,657 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The reporting person received a grant of RSUs under the Issuer's 2020 Incentive Plan, as amended from time to time, which will vest in three equal installments on each of the first three anniversaries of the grant date, or if earlier, upon a Change in Control (as defined in the 2020 Incentive Plan), subject to continued service through each vesting date. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 20:46 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-022492 · wk-form4_1686948404.xml · derivative · entry 3 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 25,000 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 RSU represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: The remaining RSUs will vest in equal installments on each of February 9, 2024, June 15, 2024 and February 9, 2025, subject to continued service through each vesting date. F3 · derivative.expiration_date: The remaining RSUs will vest in equal installments on each of February 9, 2024, June 15, 2024 and February 9, 2025, subject to continued service through each vesting date. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 20:46 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Tax withholdingCommon Stock | 8,113 | $3.22 | $26,123.86 |
DisclosureSEC source: 0001628280-23-022492 · wk-form4_1686948404.xml · nonDerivative · entry 2 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,411 F1 · shares: Represents shares withheld from vested restricted stock unit ("RSU") award to satisfy tax obligations, as permitted by the Company's Amended and Restated 2020 Incentive Plan. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 20:46 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-022492 · wk-form4_1686948404.xml · nonDerivative · entry 1 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,524 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 09, 2023 Filed Feb 10, 2023 22:04 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-003183 · wf-form4_167606667775238.xml · derivative · entry 3 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 25,000 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 RSU represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: The remaining RSUs will vest in equal installments on each of June 15, 2023, February 9, 2024, June 15, 2024 and February 9, 2025, subject to continued service through each vesting date. F3 · derivative.expiration_date: The remaining RSUs will vest in equal installments on each of June 15, 2023, February 9, 2024, June 15, 2024 and February 9, 2025, subject to continued service through each vesting date. Read SEC document |
| February 09, 2023 Filed Feb 10, 2023 22:04 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Tax withholdingCommon Stock | 12,311 | $1.33 | $16,373.63 |
DisclosureSEC source: 0001628280-23-003183 · wf-form4_167606667775238.xml · nonDerivative · entry 2 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,524 F1 · shares: Represents shares withheld from vested restricted stock unit ("RSU") award to satisfy tax obligations, as permitted by the Company's Amended and Restated 2020 Incentive Plan. Read SEC document |
| February 09, 2023 Filed Feb 10, 2023 22:04 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-003183 · wf-form4_167606667775238.xml · nonDerivative · entry 1 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,835 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 |
| July 29, 2022 Filed Aug 2, 2022 20:16 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $1.34 | $0.00 |
DisclosureSEC source: 0001628280-22-020235 · wf-form4_165947137637964.xml · derivative · entry 1 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2032-06-16 F1 · date: On June 16, 2022, the reporting person was granted stock options to purchase 200,000 shares of common stock. The stock options vest in two equal installments based on the achievement of certain performance conditions during specified time periods (each, a "Milestone Event"), with the full vesting of the applicable tranche of stock options to occur 60 days after the achievement of the applicable Milestone Event. The first of the Milestone Events was achieved on July 29, 2022 and the stock options with respect to 100,000 shares of common stock will become fully vested and exercisable on the 60th day following the date of the achievement of the Milestone Event, subject to the reporting person's continued employment with the issuer through such date. F1 · derivative.exercise_date: On June 16, 2022, the reporting person was granted stock options to purchase 200,000 shares of common stock. The stock options vest in two equal installments based on the achievement of certain performance conditions during specified time periods (each, a "Milestone Event"), with the full vesting of the applicable tranche of stock options to occur 60 days after the achievement of the applicable Milestone Event. The first of the Milestone Events was achieved on July 29, 2022 and the stock options with respect to 100,000 shares of common stock will become fully vested and exercisable on the 60th day following the date of the achievement of the Milestone Event, subject to the reporting person's continued employment with the issuer through such date. F1 · balance_after: On June 16, 2022, the reporting person was granted stock options to purchase 200,000 shares of common stock. The stock options vest in two equal installments based on the achievement of certain performance conditions during specified time periods (each, a "Milestone Event"), with the full vesting of the applicable tranche of stock options to occur 60 days after the achievement of the applicable Milestone Event. The first of the Milestone Events was achieved on July 29, 2022 and the stock options with respect to 100,000 shares of common stock will become fully vested and exercisable on the 60th day following the date of the achievement of the Milestone Event, subject to the reporting person's continued employment with the issuer through such date. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 21:00 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-017469 · wf-form4_165549958177371.xml · derivative · entry 3 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 25,000 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_date: The remaining RSUs will vest in equal installments on each of February 9, 2023, June 15, 2023, February 9, 2024, June 15, 2024 and February 9, 2025, subject to continued service through each vesting date. F3 · derivative.expiration_date: The remaining RSUs will vest in equal installments on each of February 9, 2023, June 15, 2023, February 9, 2024, June 15, 2024 and February 9, 2025, subject to continued service through each vesting date. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 21:00 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Tax withholdingCommon Stock | 8,815 | $1.59 | $14,015.85 |
DisclosureSEC source: 0001628280-22-017469 · wf-form4_165549958177371.xml · nonDerivative · entry 2 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,835 Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 21:00 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-017469 · wf-form4_165549958177371.xml · nonDerivative · entry 1 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,650 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 · shares: Restricted stock units vested. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 22:00 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | PurchaseCommon Stock | 2,650 | $2.67 | $7,075.50 |
DisclosureSEC source: 0001628280-22-004710 · wf-form4_164625838724547.xml · nonDerivative · entry 1 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,650 Read SEC document |
| February 09, 2022 Filed Feb 18, 2022 00:03 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-003097 · wf-form4_164514258726001.xml · derivative · entry 1 Berube Melissa · CIK 0001911535 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 75,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The reporting person received a grant of RSUs under the Issuer's 2020 Incentive Plan, as amended from time to time, which will vest in three equal installments on each of February 9, 2023, February 9, 2024 and February 9, 2025, or, if earlier, upon a Change in Control, subject to continued service through each vesting date. F2 · derivative.expiration_date: The reporting person received a grant of RSUs under the Issuer's 2020 Incentive Plan, as amended from time to time, which will vest in three equal installments on each of February 9, 2023, February 9, 2024 and February 9, 2025, or, if earlier, upon a Change in Control, subject to continued service through each 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.