Nikola Corp (NKLA)

Sector:
FINANCE
Industry:
GENERAL FINANCE
SIC:
MOTOR VEHICLES & PASSENGER CAR BODIES
CEO:
Trevor Milton
Employees:
0
4141 E BROADWAY ROAD, PHOENIX, AZ 85040
(480) 666-1038

The Company is a vertically integrated zero emissions transportation systems provider that designs and manufactures state of the art battery electric and hydrogen electric vehicles, electric vehicle drivetrains, energy storage systems, and hydrogen fueling stations. To date, the Company has been primarily focused on delivering zero emission class 8 semi-trucks to the commercial transportation sector in the U.S. and in Europe. The Company’s core product offering includes battery electric and hydrogen fuel cell electric trucks and hydrogen fuel. The Company operates in three business units: Truck, Energy and Powersports. The Truck business unit is developing and commercializing battery-electric vehicle (“BEV”) and hydrogen fuel cell electric vehicle (“FCEV”) class 8 trucks that provide environmentally friendly, cost-effective solutions to the short haul and long-haul trucking sector. The Energy business unit is developing and constructing a network of hydrogen fueling stations to meet hydrogen fuel demand for FCEV customers. The Powersports business unit is developing electric vehicle solutions for military and outdoor recreational applications.

Data derived from most recent annual or quarterly report
Market Cap 4.003 Billion Shares Outstanding404.378 Million Avg 30-day Volume 648.646 Thousand
P/E Ratio0.0 Dividend Yield0.0 EPS-0.67
Price to Revenue377.645 Debt to Equity0.0448 EBITDA-450.393 Million
Price to Book Value5.9759 Operating Margin0.0 Enterprise Value4.716 Billion
Current Ratio EPS Growth-1.491 Quick Ratio
1 Yr BETA 0.3043 52-week High/Low 11.99 / 8.8 Profit Margin-3172.2361
Operating Cash Flow Growth-83.79 Altman Z-Score Free Cash Flow to Firm -1.034 Billion
View SEC Filings from NKLA instead.

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Funds Holding NKLA (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding NKLA BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

15 Million total shares from 7 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

MILTON TREVOR R.

M&M RESIDUAL, LLC

51,632,776 2021-12-10 20

KOZINER PABLO M. PRESIDENT, ENERGY & COMMERCIAL

  • Officer
501,628 2021-12-06 3

UBBEN JEFFREY W

  • Director
10,313,119 2021-11-24 3

PETROVICH MARY L

  • Director
20,194 2021-04-22 1

SHINDLER STEVEN M

  • Director
393,840 2021-04-22 1

RUSSELL MARK A CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
  • 10% Owner
2,131,296 2021-04-22 1

GIRSKY STEPHEN J

  • Director
1,626,370 2021-04-22 1

MARX GERRIT A.

  • Director
37,682 2021-04-22 1

WORTHEN BRITTON M. CHIEF LEGAL OFFICER

  • Officer
538,303 2021-04-22 1

MANSUETTI MICHAEL L.

  • Director
35,887 2021-04-22 1

PIKE JOSEPH R. CHIEF HUMAN RESOURCES OFFICER

  • Officer
358,869 2021-04-22 1

BRADY KIM J. CHIEF FINANCIAL OFFICER

  • Officer
574,190 2021-04-22 1

THOMPSON V DE WITT C.

  • Director
35,887 2021-04-22 1

JIN SOO YEAN

  • Director
35,887 2021-04-22 1

SMITH BRUCE L.

  • Director
21,211 2021-04-22 1

STALSBERG LONNIE R.

  • Director
No longer subject to file 2020-10-27 0

ERICKSON MICHAEL LEE PRESIDENT, NIKOLA POWERSPORTS

  • Officer
283,017 2020-09-10 0

MILTON TREVOR R. EXECUTIVE CHAIRMAN

  • Officer
  • Director
  • 10% Owner
600,000 2020-08-21 20

VECTOIQ HOLDINGS, LLC

  • 10% Owner
No longer subject to file 2020-06-18 0

UBBEN JEFFREY W

VALUEACT HOLDINGS, L.P.

VALUEACT SPRING MASTER FUND, L.P.

VA PARTNERS I, LLC

VALUEACT CAPITAL MANAGEMENT, L.P.

VALUEACT CAPITAL MANAGEMENT, LLC

VALUEACT HOLDINGS II, L.P.

VALUEACT HOLDINGS GP, LLC

VA SPRING NM, LLC

  • Director
  • SEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKS
20,362,024 2020-06-03 3

RUSSELL MARK A PRESIDENT AND CEO

T&M RESIDUAL, LLC

  • Officer
  • Director
  • 10% Owner
41,985,879 2020-06-03 1

COWEN INVESTMENTS LLC

SOLOMON JEFFREY M

RCG LV PEARL LLC

COWEN INC.

  • 10% Owner
1,161,500 2018-05-15 0

GENDELMAN ROBERT

  • Director
15,000 2018-05-15 0

LYNCH RICHARD J.

  • Director
15,000 2018-05-15 0

CHAN MARY S CHIEF OPERATING OFFICER

  • Officer
0 2018-05-15 0

LUXENBERG-GRANT MINDY TREASURER

  • Officer
0 2018-05-15 0

HALLAC SARAH W.

  • Director
15,000 2018-05-15 0

MCINNIS VICTORIA

  • Director
15,000 2018-05-15 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

MILTON TREVOR R. by m&m residual, llc

M&M RESIDUAL, LLC by m&m residual, llc

2021-12-14 19:42:50 -0500 2021-12-10 X 65,055 $1.06 d 48,296,139 indirect 0.1006 -0.1006 0.1006 2 -0.1006 3

MILTON TREVOR R. by m&m residual, llc

M&M RESIDUAL, LLC by m&m residual, llc

2021-12-14 19:42:50 -0500 2021-12-10 X 65,005 d 2,086,637 indirect

KOZINER PABLO M. - Officer PRESIDENT, ENERGY & COMMERCIAL

2021-12-09 09:07:55 -0500 2021-12-06 S 10,054 $9.27 d 501,628 direct -2.4096 -0.1004 0.9036 3 -2.4096 2

MILTON TREVOR R. by m&m residual, llc

M&M RESIDUAL, LLC by m&m residual, llc

2021-12-01 17:07:11 -0500 2021-11-30 S 1,581,623 $10.18 d 48,361,144 indirect -0.1005 0.1005 -0.5025 4.9246 29 -2.3116 7

MILTON TREVOR R. by m&m residual, llc

M&M RESIDUAL, LLC by m&m residual, llc

2021-12-01 17:07:11 -0500 2021-11-29 S 1,709,690 $10.22 d 49,942,767 indirect -0.1005 0.1005 -0.5025 4.9246 29 -2.3116 7

UBBEN JEFFREY W - Director

2021-11-26 17:45:22 -0500 2021-11-26 G 1,780,438 d 37,682 direct 0.0201 -0.1809 -0.2815 1.0253 11 -2.2919 10

UBBEN JEFFREY W - Director see footnotes

2021-11-26 17:45:22 -0500 2021-11-24 J 3,552,006 d 0 indirect 0.0201 -0.1809 -0.2815 1.0253 11 -2.2919 10

MILTON TREVOR R. by m&m residual, llc

M&M RESIDUAL, LLC by m&m residual, llc

2021-11-23 21:38:27 -0500 2021-11-23 S 554,340 $10.18 d 51,652,457 indirect -6.9418 -6.6604 -6.1914 0.0 1 -8.818 12

MILTON TREVOR R. by m&m residual, llc

M&M RESIDUAL, LLC by m&m residual, llc

2021-11-23 21:38:27 -0500 2021-11-23 S 3,930,178 $10.54 d 52,206,797 indirect -6.9418 -6.6604 -6.1914 0.0 1 -8.818 12

MILTON TREVOR R. by m&m residual, llc

M&M RESIDUAL, LLC by m&m residual, llc

2021-11-23 21:38:27 -0500 2021-11-22 S 3,927,429 $11.27 d 56,136,975 indirect -6.9418 -6.6604 -6.1914 0.0 1 -8.818 12

MILTON TREVOR R. by m&m residual, llc

M&M RESIDUAL, LLC by m&m residual, llc

2021-11-23 21:38:27 -0500 2021-11-19 S 3,296,740 $11.97 d 60,064,404 indirect -6.9418 -6.6604 -6.1914 0.0 1 -8.818 12

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
NIKOLA CORP NKLA 2022-01-14 22:15:03 UTC -0.7562 0.8262 700000
NIKOLA CORP NKLA 2022-01-14 21:45:03 UTC -0.7562 0.8262 700000
NIKOLA CORP NKLA 2022-01-14 21:15:03 UTC -0.7562 0.8262 700000
NIKOLA CORP NKLA 2022-01-14 20:45:03 UTC -0.7601 0.8301 700000
NIKOLA CORP NKLA 2022-01-14 20:15:03 UTC -0.7601 0.8301 700000
NIKOLA CORP NKLA 2022-01-14 19:45:03 UTC -0.7601 0.8301 700000
NIKOLA CORP NKLA 2022-01-14 19:15:04 UTC -0.7601 0.8301 700000
NIKOLA CORP NKLA 2022-01-14 18:45:04 UTC -0.7594 0.8294 700000
NIKOLA CORP NKLA 2022-01-14 18:15:03 UTC -0.7594 0.8294 650000
NIKOLA CORP NKLA 2022-01-14 17:45:03 UTC -0.7594 0.8294 650000
NIKOLA CORP NKLA 2022-01-14 17:15:03 UTC -0.7594 0.8294 700000
NIKOLA CORP NKLA 2022-01-14 16:45:04 UTC -0.7619 0.8319 700000
NIKOLA CORP NKLA 2022-01-14 16:15:03 UTC -0.7619 0.8319 700000
NIKOLA CORP NKLA 2022-01-14 15:45:03 UTC -0.7619 0.8319 700000
NIKOLA CORP NKLA 2022-01-14 15:15:03 UTC -0.7619 0.8319 700000
NIKOLA CORP NKLA 2022-01-14 14:45:03 UTC -0.7619 0.8319 700000
NIKOLA CORP NKLA 2022-01-14 14:15:03 UTC -0.7619 0.8319 700000
NIKOLA CORP NKLA 2022-01-14 13:45:02 UTC -0.7096 0.7796 700000
NIKOLA CORP NKLA 2022-01-14 13:15:03 UTC -0.7096 0.7796 600000
NIKOLA CORP NKLA 2022-01-14 12:45:03 UTC -0.7096 0.7796 250000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
JNL Series Trust- JNL/Boston Partners Global Long Short Equity Fund NKLA -7324.0 shares, $-101730.36 2021-03-31 N-PORT
RBB Fund, Inc.- Boston Partners Global Long/Short Fund NKLA -18127.0 shares, $-189064.61 2021-08-31 N-PORT
Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund NKLA -7900.0 shares, $-84293.0 2021-09-30 N-PORT
FundVantage Trust- Gotham Hedged Plus Fund NKLA -836.0 shares, $-8920.12 2021-09-30 N-PORT

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