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 | IndirectMark B. Ganz Revocable Trust | 21,641 |
Reported balance
After 2023-07-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-07-21 · Grant · Acquired 0 · Balance 21,641 |
| Common StockSEC Table I · non-derivative | Direct | 13,509 |
Reported balance
After 2023-07-21 transaction · row 2
1 source rowRow 2 · 2023-07-21 · Grant · Acquired 2,949 · Balance 13,509 |
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 23:40 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,949 | $0.00 | $0.00 |
DisclosureSEC source: 0000784977-23-000103 · wk-form4_1689982801.xml · nonDerivative · entry 2 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,509 Read SEC document |
| July 21, 2023 Filed Jul 21, 2023 23:40 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000784977-23-000103 · wk-form4_1689982801.xml · nonDerivative · entry 1 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Mark B. Ganz Revocable Trust Disclosed balance after: 21,641 Read SEC document |
| July 21, 2022 Filed Jul 22, 2022 21:36 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-009110 · marketforms-56697.xml · nonDerivative · entry 2 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,560 F1 · shares: Award of unrestricted shares of Common Stock Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 20:40 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-004670 · marketforms-52521.xml · nonDerivative · entry 2 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,964 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 16:30 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-003642 · marketforms-48579.xml · nonDerivative · entry 2 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,652 Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 18:02 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-003060 · marketforms-48474.xml · nonDerivative · entry 2 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,434 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 20:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-002902 · marketforms-44810.xml · nonDerivative · entry 1 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,015 Read SEC document |
| November 29, 2018 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 5,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 22 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark B. Ganz Revocable Trust Disclosed balance after: 21,641 Read SEC document |
| November 29, 2018 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 5,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 21 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,226 F1 · balance_after: As of the date hereof giving effect to the Form 4 filed on April 25, 2019, Mr. Ganz's holdings include 3,374 shares held directly and 21,641 shares held indirectly in the Mark B. Ganz Revocable Trust. Read SEC document |
| April 25, 2018 Filed Apr 26, 2018 19:17 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-003031 · marketforms-41762.xml · nonDerivative · entry 1 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,867 Read SEC document |
| September 18, 2017 Filed Sep 21, 2017 01:05 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-005701 · marketforms-39762.xml · nonDerivative · entry 1 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,416 Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 20:57 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Disposition to issuerCommon Stock | 2,052 | $41.42 | $84,993.84 |
DisclosureSEC source: 0001214659-17-003946 · marketforms-39037.xml · nonDerivative · entry 1 Ganz Mark B · CIK 0001351735 · 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 |
| June 07, 2017 Filed Aug 16, 2019 15:48 UTC Amendment | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Disposition to issuerCommon Stock | 2,052 | $41.42 | $84,993.84 |
DisclosureSEC source: 0001214659-19-005348 · marketforms-45178.xml · nonDerivative · entry 1 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark B. Ganz Revocable Trust Disclosed balance after: 16,638 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: 0001214659-17-002752 · marketforms-38670.xml · nonDerivative · entry 1 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,635 Read SEC document |
| April 17, 2017 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 2,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 20 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark B. Ganz Revocable Trust Disclosed balance after: 18,690 Read SEC document |
| April 17, 2017 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 2,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 19 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 03, 2016 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 18 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark B. Ganz Revocable Trust Disclosed balance after: 16,105 Read SEC document |
| March 03, 2016 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 17 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 533 Read SEC document |
| February 24, 2015 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 2,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 16 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark B. Ganz Revocable Trust Disclosed balance after: 13,941 Read SEC document |
| February 24, 2015 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 2,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 15 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 567 Read SEC document |
| February 27, 2014 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 1,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 14 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark B. Ganz Revocable Trust Disclosed balance after: 11,814 Read SEC document |
| February 27, 2014 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 1,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 13 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427 Read SEC document |
| January 30, 2013 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 2,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 12 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark B. Ganz Revocable Trust Disclosed balance after: 9,982 Read SEC document |
| January 30, 2013 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 2,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 11 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 551 Read SEC document |
| January 20, 2012 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 1,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 10 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark B. Ganz Revocable Trust Disclosed balance after: 7,667 Read SEC document |
| January 20, 2012 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 1,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 9 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662 Read SEC document |
| January 19, 2011 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 1,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 8 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark B. Ganz Revocable Trust Disclosed balance after: 6,404 Read SEC document |
| January 19, 2011 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 1,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 7 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387 Read SEC document |
| March 12, 2010 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 3,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 6 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark B. Ganz Revocable Trust Disclosed balance after: 4,829 Read SEC document |
| March 12, 2010 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 3,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 5 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417 Read SEC document |
| April 15, 2008 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 4 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark B. Ganz Revocable Trust Disclosed balance after: 1,473 Read SEC document |
| April 15, 2008 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 3 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 817 Read SEC document |
| August 09, 2007 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 1,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 2 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark B. Ganz Revocable Trust Disclosed balance after: 1,201 Read SEC document |
| August 09, 2007 Filed Aug 16, 2019 15:50 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 1,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-005349 · marketforms-45180.xml · nonDerivative · entry 1 Ganz Mark B · CIK 0001351735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,089 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.