Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PORTLAND GENERAL ELECTRIC CO /OR/POR · Entity 3819 | Vice President | February 14, 2023 | February 16, 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 February 14, 2023 · Filed February 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,939 |
Ending reported balance
After 2023-02-14 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-02-14 · Grant · Acquired 56 · Balance 17,515 F1: Represents dividend equivalent units associated with the vesting of restricted stock units awarded on February 17, 2021. Row 2 · 2023-02-14 · Tax withholding · Disposed 318 · Balance 17,197 Row 3 · 2023-02-14 · Grant · Acquired 31 · Balance 17,228 F2: Represents dividend equivalent units associated with the vesting of restricted stock units awarded on February 11, 2022. Row 4 · 2023-02-14 · Tax withholding · Disposed 289 · Balance 16,939 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent units associated with the vesting of restricted stock units awarded on February 17, 2021.
F2: Represents dividend equivalent units associated with the vesting of restricted stock units awarded on February 11, 2022.
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 |
|---|---|---|---|---|---|---|
| February 14, 2023 Filed Feb 16, 2023 18:59 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 289 | $47.07 | $13,603.23 |
DisclosureSEC source: 0000784977-23-000022 · wf-form4_167657396004451.xml · nonDerivative · entry 4 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,939 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 18:59 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0000784977-23-000022 · wf-form4_167657396004451.xml · nonDerivative · entry 3 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,228 F2 · shares: Represents dividend equivalent units associated with the vesting of restricted stock units awarded on February 11, 2022. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 18:59 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 318 | $47.07 | $14,968.26 |
DisclosureSEC source: 0000784977-23-000022 · wf-form4_167657396004451.xml · nonDerivative · entry 2 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,197 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 18:59 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0000784977-23-000022 · wf-form4_167657396004451.xml · nonDerivative · entry 1 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,515 F1 · shares: Represents dividend equivalent units associated with the vesting of restricted stock units awarded on February 17, 2021. Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 23:40 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 454 | $47.69 | $21,651.26 |
DisclosureSEC source: 0001731295-23-000002 · wf-form4_167633160913688.xml · nonDerivative · entry 4 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,459 Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 23:40 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0001731295-23-000002 · wf-form4_167633160913688.xml · nonDerivative · entry 3 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,913 F2 · shares: Reflects the vesting of dividend equivalent units for the February 12, 2020 time based 3-year cliff vest restricted stock award. Because the stock vested on Sunday, February 12, 2023 the company used Friday, February 10, 2023 as the stock price. Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 23:40 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 1,433 | $47.69 | $68,339.77 |
DisclosureSEC source: 0001731295-23-000002 · wf-form4_167633160913688.xml · nonDerivative · entry 2 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,796 Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 23:40 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001731295-23-000002 · wf-form4_167633160913688.xml · nonDerivative · entry 1 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,229 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 265 | $50.73 | $13,443.45 |
DisclosureSEC source: 0001214659-22-002760 · marketforms-55399.xml · nonDerivative · entry 7 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,229 Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 26 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002760 · marketforms-55399.xml · nonDerivative · entry 6 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,494 F4 · shares: Represents taxes and dividend equivalent units associated with the vesting of the first one-third vesting of time-based restricted stock units awarded on Feb. 17, 2021. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 494 | $51.86 | $25,618.84 |
DisclosureSEC source: 0001214659-22-002760 · marketforms-55399.xml · nonDerivative · entry 5 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,468 Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002760 · marketforms-55399.xml · nonDerivative · entry 4 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,962 F3 · shares: Reflects the vesting of dividend equivalent units for the February 13, 2019 time based 3-year cliff vest restricted stock award. Because the stock vested on Sunday, February 13, 2022 the company used Friday, February 11, 2022 as the stock price. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002760 · marketforms-55399.xml · nonDerivative · entry 3 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,845 F2 · shares: Reflects vesting of 1/3 of restricted stock units granted on February 11, 2022. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 1,719 | $51.86 | $89,147.34 |
DisclosureSEC source: 0001214659-22-002760 · marketforms-55399.xml · nonDerivative · entry 2 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,372 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 5,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002760 · marketforms-55399.xml · nonDerivative · entry 1 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,091 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| May 05, 2021 Filed May 5, 2021 22:11 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 1,500 | $49.69 | $74,539.35 |
DisclosureSEC source: 0001214659-21-004958 · marketforms-52678.xml · nonDerivative · entry 1 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,873 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold on May 5, 2021 in multiple transactions at prices ranging from $49.6800 and 49.7000, 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 |
| February 17, 2021 Filed Feb 19, 2021 23:15 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002147 · marketforms-51501.xml · nonDerivative · entry 3 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,373 F2 · shares: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 14, 2024 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 23:15 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 793 | $41.87 | $33,202.91 |
DisclosureSEC source: 0001214659-21-002147 · marketforms-51501.xml · nonDerivative · entry 2 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,015 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 23:15 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002147 · marketforms-51501.xml · nonDerivative · entry 1 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,808 F1 · shares: Reflects the vesting of performance-related restricted stock units and related dividend equivalent rights Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 17:53 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 550 | $62.27 | $34,245.75 |
DisclosureSEC source: 0001214659-20-001654 · marketforms-47794.xml · nonDerivative · entry 1 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,710 Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 02:10 UTC Amendment | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 4,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001364 · marketforms-47747.xml · nonDerivative · entry 1 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,638 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001341 · marketforms-47734.xml · nonDerivative · entry 3 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,220 F2 · shares: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 12, 2023. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 1,462 | $60.98 | $89,152.76 |
DisclosureSEC source: 0001214659-20-001341 · marketforms-47734.xml · nonDerivative · entry 2 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,136 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 5,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001341 · marketforms-47734.xml · nonDerivative · entry 1 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,598 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| May 14, 2019 Filed May 15, 2019 15:21 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 432 | $53.35 | $23,045.04 |
DisclosureSEC source: 0001214659-19-003546 · marketforms-44956.xml · nonDerivative · entry 1 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,447 Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001323 · marketforms-44097.xml · nonDerivative · entry 3 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,879 F2 · shares: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 13, 2022 and be settled in shares. Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 1,515 | $48.65 | $73,704.75 |
DisclosureSEC source: 0001214659-19-001323 · marketforms-44097.xml · nonDerivative · entry 2 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,692 Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 4,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001323 · marketforms-44097.xml · nonDerivative · entry 1 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,207 F1 · shares: Reflects the vesting of performance-based Restricted Stock Units and related dividend equivalent rights. Read SEC document |
| February 21, 2018 Filed Feb 21, 2018 21:46 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 618 | $40.47 | $25,008.24 |
DisclosureSEC source: 0001214659-18-001461 · marketforms-41091.xml · nonDerivative · entry 1 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 896 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.46 to $40.479 inclusive. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 23:22 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 348 | $39.94 | $13,899.12 |
DisclosureSEC source: 0001214659-18-001366 · marketforms-41060.xml · nonDerivative · entry 2 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,514 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 23:22 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 902 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001366 · marketforms-41060.xml · nonDerivative · entry 1 Jenkins Bradley Young · CIK 0001731295 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,862 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. 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.