Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PORTLAND GENERAL ELECTRIC CO /OR/POR · Entity 3819 | Director | July 21, 2023 | July 21, 2023 |
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.
PORTLAND GENERAL ELECTRIC CO /OR/
Report date July 21, 2023 · Filed July 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,650 |
Reported balance
After 2023-07-21 transaction · row 1
1 source rowRow 1 · 2023-07-21 · Grant · Acquired 2,949 · Balance 10,650 |
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 |
|---|---|---|---|---|---|---|
| July 21, 2023 Filed Jul 21, 2023 23:24 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,949 | $0.00 | $0.00 |
DisclosureSEC source: 0000784977-23-000093 · wk-form4_1689981831.xml · nonDerivative · entry 1 Pelton M Lee · CIK 0001339322 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,650 Read SEC document |
| July 21, 2022 Filed Jul 22, 2022 21:40 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-009118 · marketforms-56674.xml · nonDerivative · entry 1 Pelton M Lee · CIK 0001339322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,701 F1 · shares: Award of unrestricted shares of Common Stock. Read SEC document |
| May 06, 2021 Filed May 6, 2021 22:10 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 24,500 | $49.85 | $1,221,280.90 |
DisclosureSEC source: 0001214659-21-005006 · marketforms-52679.xml · nonDerivative · entry 1 Pelton M Lee · CIK 0001339322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,105 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold on May 6, 2021 in multiple transactions at prices ranging from $49.7300 and 49.9800, inclusive. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the prices at which the transactions were effected and the number of shares sold at each such price. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 20:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-004661 · marketforms-52516.xml · nonDerivative · entry 1 Pelton M Lee · CIK 0001339322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,605 F1 · shares: Award of unrestricted shares of Common Stock. F2 · balance_after: Includes 83 shares of the Issuer's Common Stock acquired in exempt transactions under the dividend equivalent feature of an award of restricted stock units under the Issuer's Stock Incentive Plan made on April 22, 2020. Read SEC document |
| April 22, 2020 Filed Apr 23, 2020 16:36 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-003650 · marketforms-48577.xml · nonDerivative · entry 1 Pelton M Lee · CIK 0001339322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,293 Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 18:06 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-003063 · marketforms-48479.xml · nonDerivative · entry 1 Pelton M Lee · CIK 0001339322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,075 F1 · shares: Dividend Equivalent Units associated with award granted on April 24, 2019 vesting on March 31, 2020. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 20:54 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-002910 · marketforms-44781.xml · nonDerivative · entry 1 Pelton M Lee · CIK 0001339322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,015 Read SEC document |
| April 25, 2018 Filed Apr 26, 2018 18:52 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-003024 · marketforms-41765.xml · nonDerivative · entry 1 Pelton M Lee · CIK 0001339322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,867 Read SEC document |
| September 18, 2017 Filed Sep 21, 2017 01:08 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-005704 · marketforms-39765.xml · nonDerivative · entry 1 Pelton M Lee · CIK 0001339322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,416 Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 20:58 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Disposition to issuerCommon Stock | 2,052 | $41.42 | $84,993.84 |
DisclosureSEC source: 0001214659-17-003948 · marketforms-39034.xml · nonDerivative · entry 1 Pelton M Lee · CIK 0001339322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,583 F1 · price: On June 7, 2017, Portland General Electric Co. (the "Company") rescinded its May 4, 2016 award of restricted shares to the reporting person and determined to replace that award with a future award equal in value to the grant-date value of the rescinded award. Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 21:10 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,945 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-002754 · marketforms-38549.xml · nonDerivative · entry 1 Pelton M Lee · CIK 0001339322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,635 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.