David Nanus
Insider
Activist
First SEC filing: Dec. 18, 2024 · Latest: Feb. 6, 2026
Insider at
Insider transactions
0 buys (P)
2 sells (S)
Net: $-2,645,200,116
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 4, 2026 | NRG | S | 14,300,000 | $164.00 | $2,345,200,000 | 6,650,000 Indirect | -68.26% | Disposed | -41.9% (price as of 2026-10-02) |
| March 4, 2026 | NRG | S | 1,829,269 | $164.00 | $300,000,116 | 4,820,731 Indirect | -27.51% | Disposed | -41.9% (price as of 2026-10-02) |
| Dec. 18, 2024 | EVGO | C | 23,000,000 | · | · | 172,800,000 Indirect | -11.75% | Disposed | (price as of 2026-10-02) |
| Dec. 18, 2024 | EVGO | C | 23,000,000 | · | · | 172,800,000 Indirect | -11.75% | Disposed | (price as of 2026-10-02) |
| Dec. 18, 2024 | EVGO | S | 23,000,000 | $5.00 | $115,000,000 | 5,882,352 Indirect | -79.63% | Disposed | -72.4% (price as of 2026-10-02) |
| Dec. 18, 2024 | EVGO | C | 23,000,000 | · | · | 28,882,352 Indirect | +391.00% | Acquired | (price as of 2026-10-02) |
| May 22, 2023 | EVGO | P | 5,882,352 | $4.25 | $24,999,996 | 5,882,352 Indirect | · | Acquired | -67.5% (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Dec. 18, 2024 | EVGO | EVgo OpCo LLC Units | Class A Common Stock | · | · | 23,000,000 | Disposed |
| Dec. 18, 2024 | EVGO | Class B Common Stock | Class A Common Stock | · | · | 23,000,000 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 4 holdings
Securities held when first becoming an insider, per SEC Form 3.