Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Executive Chair | May 02, 2023 | May 03, 2023 |
| DTE ENERGY CODTE · Entity 1351 | Director | May 07, 2026 | May 11, 2026 |
| FIFTH THIRD BANCORPFITB · Entity 3034 | Director | April 21, 2026 | April 23, 2026 |
| GE Vernova Inc.GEV · Entity 2830 | Director | May 20, 2026 | May 22, 2026 |
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.
AMERICAN ELECTRIC POWER CO INC
Report date May 02, 2023 · Filed May 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 125,520 |
Reported balance
After 2023-05-02 transaction · row 1
1 source rowRow 1 · 2023-05-02 · Sale · Disposed 10,491 · Balance 125,520 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 25, 2022. |
| Common StockSEC Table I · non-derivative | IndirectIndirect | 22,330 |
Reported balance
Holding disclosure · report date 2023-05-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 22,330 F2: These shares are held by a trust for the benefit of the reporting person's spouse, of which the reporting person's spouse is the trustee. The reporting person disclaims beneficial ownership of the securities reported on this form except to the extent of his pecuniary interest. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 25, 2022.
F2: These shares are held by a trust for the benefit of the reporting person's spouse, of which the reporting person's spouse is the trustee. The reporting person disclaims beneficial ownership of the securities reported on this form except to the extent of his pecuniary interest.
DTE ENERGY CO
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 2,448.72 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,230 · Balance 2,448.72 F1: 1 for 1 F2: The phantom shares are immediately vested, but subject to a minimum 1-year deferral. F3: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: The phantom shares are immediately vested, but subject to a minimum 1-year deferral.
F3: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors.
FIFTH THIRD BANCORP
Report date April 21, 2026 · Filed April 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 82,558.721 |
Reported balance
After 2026-04-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-21 · Grant · Acquired 2,838 · Balance 82,558.721 F1: Restricted stock units granted pursuant to Fifth Third Bancorp Incentive Compensation Plan subject to vesting upon cessation of the reporting person's service on the Board of Directors of the Issuer. F2: Granted pursuant to Fifth Third Bancorp Incentive Compensation Plan. No consideration paid. F3: Includes additional restricted stock units acquired pursuant to dividend reinvestments since the date of the reporting person's last ownership report. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted pursuant to Fifth Third Bancorp Incentive Compensation Plan subject to vesting upon cessation of the reporting person's service on the Board of Directors of the Issuer.
F2: Granted pursuant to Fifth Third Bancorp Incentive Compensation Plan. No consideration paid.
F3: Includes additional restricted stock units acquired pursuant to dividend reinvestments since the date of the reporting person's last ownership report.
GE Vernova Inc.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 173 |
Reported balance
After 2026-05-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 173 · Balance 173 F1: Each restricted stock unit represents the right to receive, at settlement, one share of GE Vernova Inc. ("GE Vernova") common stock. F2: Represents an award of restricted stock units with respect to GE Vernova common stock that will vest at the earliest of the date of the next GE Vernova Annual Meeting of Stockholders or a change in control event. The reporting person has elected to defer receipt of the shares of common stock underlying the restricted stock units until the earlier of (i) 30 days after termination of service as a director or (ii) a change in control event. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of GE Vernova Inc. ("GE Vernova") common stock.
F2: Represents an award of restricted stock units with respect to GE Vernova common stock that will vest at the earliest of the date of the next GE Vernova Annual Meeting of Stockholders or a change in control event. The reporting person has elected to defer receipt of the shares of common stock underlying the restricted stock units until the earlier of (i) 30 days after termination of service as a director or (ii) a change in control event.
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 |
|---|---|---|---|---|---|---|
| May 01, 2018 Filed May 2, 2018 20:08 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Exercise / conversionCommon Stock | 12,746 | $68.63 | $874,757.98 |
DisclosureSEC source: 0001398889-18-000071 · edgar.xml · nonDerivative · entry 1 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,662 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: A portion of Mr. Akins' restricted stock units (12,746) that were granted on 2/24/2015 vested on 5/1/2018. Upon vesting, 5,780 restricted stock units were withheld to satisfy the reporting person's tax liability and the remaining restricted stock units were settled in cash. F4 · price: Value is based on 20 day average stock closing price. Read SEC document |
| April 17, 2018 Filed Apr 19, 2018 20:36 UTC | FIFTH THIRD BANCORP FITB · Entity 3034 | GrantCommon Stock | 4,040 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000035527-18-000058 · edgar.xml · nonDerivative · entry 1 Akins Nicholas K · CIK 0001373601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,529 F1 · security: Restricted stock units granted pursuant to Fifth Third Bancorp Incentive Compensation Plan subject to vesting upon cessation of the reporting person's service on the Board of Directors of the Issuer. F2 · price: Granted pursuant to Fifth Third Bancorp Incentive Compensation Plan. No consideration paid. F3 · balance_after: Includes shares acquired pursuant to dividend reinvestments since the date of the reporting person's last ownership report. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 18:35 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units · Derivative | 28,899 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001398889-18-000047 · edgar.xml · derivative · entry 1 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,899 Underlying: Common Stock · 28,899 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. F2 · derivative.exercise_date: The restricted stock units vest in three equal installments on May 1, 2019, May 1, 2020 and May 1, 2021 F2 · derivative.expiration_date: The restricted stock units vest in three equal installments on May 1, 2019, May 1, 2020 and May 1, 2021 Read SEC document |
| August 02, 2017 Filed Aug 3, 2017 17:42 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-17-000129 · edgar.xml · nonDerivative · entry 1 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,833.52 Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Exercise / conversionRestricted Stock Units · Derivative | 9,328 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001398889-17-000087 · edgar.xml · derivative · entry 12 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,328 shares Expires 2017-05-01 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_price: A portion of Mr. Akins' restricted stock units (9,328) that were granted on 2/23/2016 vested on 5/1/2017. Upon vesting, 4,472 restricted stock units were withheld to satisfy the reporting person's tax liability and the remaining restricted stock units were settled in cash. F4 · price: Value is based on 20 day average closing price of $67.64. Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Exercise / conversionRestricted Stock Units · Derivative | 12,326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001398889-17-000087 · edgar.xml · derivative · entry 11 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,326 shares Expires 2017-05-01 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: A portion of Mr. Akins' restricted stock units (12,326) that were granted on 2/24/2015 vested on 5/1/2017. Upon vesting, 5,910 restricted stock units were withheld to satisfy the reporting person's tax liability and the remaining restricted stock units were settled in cash. F4 · price: Value is based on 20 day average closing price of $67.64. Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Exercise / conversionRestricted Stock Units · Derivative | 16,440 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001398889-17-000087 · edgar.xml · derivative · entry 10 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,440 shares Expires 2017-05-01 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 · derivative.exercise_price: A portion of Mr. Akins' restricted stock units (16,440) that were granted on 12/10/2013 vested on 5/1/2017. Upon vesting, 7,883 restricted stock units were withheld to satisfy the reporting person's tax liability and the remaining restricted stock units were settled in cash. F4 · price: Value is based on 20 day average closing price of $67.64. Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Disposition to issuerCommon Stock | 4,856 | $67.64 | $328,459.84 |
DisclosureSEC source: 0001398889-17-000087 · edgar.xml · nonDerivative · entry 9 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,533 F4 · price: Value is based on 20 day average closing price of $67.64. Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 4,472 | $67.64 | $302,486.08 |
DisclosureSEC source: 0001398889-17-000087 · edgar.xml · nonDerivative · entry 8 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,389 F4 · price: Value is based on 20 day average closing price of $67.64. Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Exercise / conversionCommon Stock | 9,328 | $67.64 | $630,945.92 |
DisclosureSEC source: 0001398889-17-000087 · edgar.xml · nonDerivative · entry 7 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,861 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 · shares: A portion of Mr. Akins' restricted stock units (9,328) that were granted on 2/23/2016 vested on 5/1/2017. Upon vesting, 4,472 restricted stock units were withheld to satisfy the reporting person's tax liability and the remaining restricted stock units were settled in cash. F4 · price: Value is based on 20 day average closing price of $67.64. Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Disposition to issuerCommon Stock | 6,416 | $67.64 | $433,978.24 |
DisclosureSEC source: 0001398889-17-000087 · edgar.xml · nonDerivative · entry 6 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,533 F4 · price: Value is based on 20 day average closing price of $67.64. Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 5,910 | $67.64 | $399,752.40 |
DisclosureSEC source: 0001398889-17-000087 · edgar.xml · nonDerivative · entry 5 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,949 F4 · price: Value is based on 20 day average closing price of $67.64. Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Exercise / conversionCommon Stock | 12,326 | $67.64 | $833,730.64 |
DisclosureSEC source: 0001398889-17-000087 · edgar.xml · nonDerivative · entry 4 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,859 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 · shares: A portion of Mr. Akins' restricted stock units (12,326) that were granted on 2/24/2015 vested on 5/1/2017. Upon vesting, 5,910 restricted stock units were withheld to satisfy the reporting person's tax liability and the remaining restricted stock units were settled in cash. F4 · price: Value is based on 20 day average closing price of $67.64. Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Disposition to issuerCommon Stock | 8,557 | $67.64 | $578,795.48 |
DisclosureSEC source: 0001398889-17-000087 · edgar.xml · nonDerivative · entry 3 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,533 F4 · price: Value is based on 20 day average closing price of $67.64. Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 7,883 | $67.64 | $533,206.12 |
DisclosureSEC source: 0001398889-17-000087 · edgar.xml · nonDerivative · entry 2 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,090 F4 · price: Value is based on 20 day average closing price of $67.64. Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Exercise / conversionCommon Stock | 16,440 | $67.64 | $1,112,001.60 |
DisclosureSEC source: 0001398889-17-000087 · edgar.xml · nonDerivative · entry 1 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,973 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: A portion of Mr. Akins' restricted stock units (16,440) that were granted on 12/10/2013 vested on 5/1/2017. Upon vesting, 7,883 restricted stock units were withheld to satisfy the reporting person's tax liability and the remaining restricted stock units were settled in cash. F4 · price: Value is based on 20 day average closing price of $67.64. Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 22:11 UTC | FIFTH THIRD BANCORP FITB · Entity 3034 | GrantCommon Stock | 5,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000035527-17-000044 · edgar.xml · nonDerivative · entry 1 Akins Nicholas K · CIK 0001373601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,060 F1 · security: Restricted stock units granted pursuant to Fifth Third Bancorp Incentive Compensation Plan subject to vesting upon cessation of the reporting person's service on the Board of Directors of the Issuer. F2 · price: Granted pursuant to Fifth Third Bancorp Incentive Compensation Plan. No consideration paid. F3 · balance_after: Includes 367 shares acquired pursuant to dividend reinvestments since the date of the reporting person's last ownership report. Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 22:16 UTC | FIFTH THIRD BANCORP FITB · Entity 3034 | GrantCommon Stock | 5,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000035527-17-000045 · edgar.xml · nonDerivative · entry 1 Akins Nicholas K · CIK 0001373601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,060 F1 · security: Restricted stock units granted pursuant to Fifth Third Bancorp Incentive Compensation Plan subject to vesting upon cessation of the reporting person's service on the Board of Directors of the Issuer. F2 · price: Granted pursuant to Fifth Third Bancorp Incentive Compensation Plan. No consideration paid. F3 · balance_after: Includes 367 shares acquired pursuant to dividend reinvestments since the date of the reporting person's last ownership report. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 18:49 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units · Derivative | 29,246 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001398889-17-000033 · edgar.xml · derivative · entry 1 Akins Nicholas K · CIK 0001373601 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,246 Underlying: Common Stock · 29,246 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. F2 · derivative.exercise_date: The restricted stock units vest in three equal installments on May 1, 2018, May 1, 2019 and May 1, 2020 F2 · derivative.expiration_date: The restricted stock units vest in three equal installments on May 1, 2018, May 1, 2019 and May 1, 2020 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.