Proterra Inc.
Proterra Inc. (PTRA) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · PTRA · as of Dec 31, 2023
Ownership Breakdown
1
Institutional Holders
▼ 4 vs Q3
$0
Total Inst. Value
▼ $805 vs Q3
—
Shares Outstanding
67
13F Shares Held
▼ 805,054 vs Q3
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
PTRA largest shareholders · institutional ownership
Q4 2023 · SEC 13F
Showing top 6 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
WINCH ADVISORY SERVICES, LLC motor vehicles & passenger car bodies | 67 | 0.00% | 0.00% | $1,000 | Jan 18, 2024 | NEW |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO motor vehicles & passenger car bodies | 0 | 0.00% | 0.00% | $0 | Feb 13, 2024 | EXIT |
KBC GROUP NV motor vehicles & passenger car bodies | 0 | 0.00% | 0.00% | $0 | Feb 13, 2024 | EXIT |
TOROSO INVESTMENTS, LLC motor vehicles & passenger car bodies | 0 | 0.00% | 0.00% | $0 | Feb 15, 2024 | EXIT |
XTX TOPCO LTD motor vehicles & passenger car bodies | 0 | 0.00% | 0.00% | $0 | Feb 13, 2024 | EXIT |
BARTLETT & CO. WEALTH MANAGEMENT LLC motor vehicles & passenger car bodies | 0 | 0.00% | 0.00% | $0 | Feb 14, 2024 | EXIT |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q4 2023 vs prior quarter
Q4 2023
0
Increased
+0 shares1
New Positions
first time holders0
Decreased
−0 shares5
Sold Out
fully exitedNet shares change (top 50)
+0
+0 / −0
Net new holders
-4
1 new / 5 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
PTRA insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
1
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Joyce Gareth T CEO and President | Jan 2, 2024 | Sale | 16,643 | $0.02 | $317.881 | 902.1K | Form 4 ↗ |
Joyce Gareth T CEO and President | Sep 25, 2023 | Sale | 18,925 | $0.05 | $1.0K | 918.7K | Form 4 ↗ |
Joyce Gareth T CEO and President | Aug 25, 2023 | Sale | 2,283 | $0.07 | $157.07 | 937.6K | Form 4 ↗ |
Embt Jeffrey Donald Chief Accounting Officer | Jun 25, 2023 | Award | 210,084 | — | — | 210.1K | Form 4 ↗ |
Soell Julian R President, Proterra Transit | May 26, 2023 | Sale | 21,410 | $1.14 | $24.5K | 358.4K | Form 4 ↗ |
Bailey Christopher L President, Powered & Energy | May 26, 2023 | Sale | 3,742 | $1.14 | $4.3K | 480.8K | Form 4 ↗ |
Black David S Chief Financial Officer | May 24, 2023 | Award | 459,770 | $1.22 | $560.9K | 459.8K | Form 4 ↗ |
Black David S Chief Financial Officer | May 24, 2023 | Award | 333,333 | — | — | 334.3K | Form 4 ↗ |
Smith Michael David director | Mar 28, 2023 | Award | 33,407 | — | — | 49.1K | Form 4 ↗ |
Skidmore Constance Ellen director | Mar 28, 2023 | Award | 33,407 | — | — | 57.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Proterra Inc. (PTRA) is primarily owned by institutional investors, who hold approximately — of total shares outstanding. Company insiders own approximately —, while retail and public investors account for the remaining —.
The largest institutional shareholder of Proterra Inc. is WINCH ADVISORY SERVICES, LLC, holding approximately 67 shares — equal to — of outstanding shares — as of December 31, 2023.
A total of 1 institutional investors currently hold PTRA stock, with a combined institutional value of approximately $0 as of the most recent 13F filing period.
Frequently asked questions
PTRA ownershipProterra Inc. (PTRA) is primarily owned by institutional investors, who hold approximately — of shares. The largest shareholder is WINCH ADVISORY SERVICES, LLC with a — stake. Company insiders hold —. Data sourced from SEC Form 13F as of December 31, 2023.