Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENTERGY CORP /DE/ETR · Entity 221 | SVP, Corp Business Services | January 30, 2023 | February 01, 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.
ENTERGY CORP /DE/
Report date January 30, 2023 · Filed February 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,252 |
Reported balance
After 2023-01-30 transaction · row 1
1 source rowRow 1 · 2023-01-30 · Tax withholding · Disposed 123 · Balance 18,252 |
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 |
|---|---|---|---|---|---|---|
| January 30, 2023 Filed Feb 1, 2023 23:01 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 123 | $107.69 | $13,245.87 |
DisclosureSEC source: 0001062993-23-001827 · form4.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,252 Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 23:21 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 206 | $108.71 | $22,394.26 |
DisclosureSEC source: 0001062993-23-001747 · form4.xml · nonDerivative · entry 2 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,375 Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 23:21 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 196 | $108.71 | $21,307.16 |
DisclosureSEC source: 0001062993-23-001747 · form4.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,581 Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 22:59 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 293 | $107.59 | $31,523.87 |
DisclosureSEC source: 0001062993-23-001213 · form4.xml · nonDerivative · entry 2 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,777 Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 22:59 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 864 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001213 · form4.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,070 F1 · kind: Settlement of long-term performance units issued under the 2019 Entergy Corporation Omnibus Incentive Plan. F2 · balance_after: Includes 507 shares of Entergy common stock acquired through the Entergy Corporation dividend reinvestment plan and 134 shares of Entergy common stock acquired through the dividend reinvestment feature of Entergy's equity ownership plans. Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 00:06 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 74 | $111.77 | $8,270.98 |
DisclosureSEC source: 0001062993-22-002300 · form4.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,565 Read SEC document |
| January 28, 2022 Filed Feb 2, 2022 00:05 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 198 | $111.16 | $22,009.68 |
DisclosureSEC source: 0001062993-22-002115 · form4.xml · nonDerivative · entry 2 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,639 Read SEC document |
| January 28, 2022 Filed Feb 2, 2022 00:05 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 119 | $111.16 | $13,228.04 |
DisclosureSEC source: 0001062993-22-002115 · form4.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,837 Read SEC document |
| January 27, 2022 Filed Feb 1, 2022 00:23 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,109 | $0.00 Strike: $109.59 | $0.00 |
DisclosureSEC source: 0001062993-22-001904 · form4.xml · derivative · entry 2 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,109 Underlying: Common Stock · 12,109 shares Expires 2032-01-27 F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on January 27, 2023. Read SEC document |
| January 27, 2022 Filed Feb 1, 2022 00:23 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 1,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-001904 · form4.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,956 F1 · shares: The shares are subject to forfeiture. The risk of forfeiture lapses in three equal annual installments beginning on January 27, 2023. Read SEC document |
| January 19, 2022 Filed Jan 21, 2022 23:59 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 1,132 | $110.35 | $124,916.20 |
DisclosureSEC source: 0001062993-22-001421 · form4.xml · nonDerivative · entry 2 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,103 Read SEC document |
| January 19, 2022 Filed Jan 21, 2022 23:59 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 3,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-001421 · form4.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,235 F1 · kind: Settlement of long-term performance units issued under the 2015 Entergy Corporation Equity Ownership Plan. F2 · balance_after: Includes 392 shares of Entergy common stock acquired through the Entergy Corporation dividend reinvestment plan and 119 shares of Entergy common stock acquired through the dividend reinvestment feature of Entergy's equity ownership plans. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:47 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 75 | $95.88 | $7,191.00 |
DisclosureSEC source: 0000065984-21-000075 · edgar.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,146 Read SEC document |
| January 30, 2021 Filed Feb 3, 2021 00:28 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 120 | $95.33 | $11,439.60 |
DisclosureSEC source: 0000065984-21-000061 · edgar.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,221 Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 22:07 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantEmployee Stock Option (Right to Buy) · Derivative | 14,408 | $0.00 Strike: $95.87 | $0.00 |
DisclosureSEC source: 0000065984-21-000046 · edgar.xml · derivative · entry 2 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,408 Underlying: Common Stock · 14,408 shares Expires 2031-01-28 F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on January 28, 2022. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 22:07 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 2,003 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-21-000046 · edgar.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,341 F1 · shares: The shares are subject to forfeiture. The risk of forfeiture lapses in three equal annual installments beginning on January 28, 2022. Read SEC document |
| January 25, 2021 Filed Jan 28, 2021 00:30 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 39 | $94.75 | $3,695.25 |
DisclosureSEC source: 0000065984-21-000031 · edgar.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,338 Read SEC document |
| January 19, 2021 Filed Jan 22, 2021 00:52 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 904 | $95.12 | $85,988.48 |
DisclosureSEC source: 0000065984-21-000018 · edgar.xml · nonDerivative · entry 2 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,377 Read SEC document |
| January 19, 2021 Filed Jan 22, 2021 00:52 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 3,012 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-21-000018 · edgar.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,281 F1 · kind: Settlement of long-term performance units issued under the 2015 Entergy Corporation Equity Ownership Plan. Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 21:17 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 678 | $92.70 | $62,850.60 |
DisclosureSEC source: 0000065984-21-000011 · edgar.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,269 Read SEC document |
| December 18, 2020 Filed Dec 21, 2020 21:09 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-20-000335 · edgar.xml · derivative · entry 2 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2020-12-18 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: The restricted stock units convert into shares of Entergy Corporation common stock on a one-for-one basis. Read SEC document |
| December 18, 2020 Filed Dec 21, 2020 21:09 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Exercise / conversionCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000065984-20-000335 · edgar.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,947 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 · price: The restricted stock units convert into shares of Entergy Corporation common stock on a one-for-one basis. F2 · balance_after: Includes 208 shares of Entergy common stock issued through Entergy's dividend reinvestment plan and 62 shares of Entergy common stock issued through the dividend reinvestment feature of Entergy's equity ownership plan. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:43 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 73 | $131.52 | $9,600.96 |
DisclosureSEC source: 0000065984-20-000052 · edgar.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,677 Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 23:26 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantEmployee Stock Option (Right to Buy) · Derivative | 10,947 | $0.00 Strike: $131.72 | $0.00 |
DisclosureSEC source: 0000065984-20-000038 · edgar.xml · derivative · entry 2 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,947 Underlying: Common Stock · 10,947 shares Expires 2030-01-30 F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on January 30, 2021. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 23:26 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 1,161 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-20-000038 · edgar.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,750 F1 · shares: The shares are subject to forfeiture. The risk of forfeiture lapses in three equal annual installments beginning on January 30, 2021. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 23:29 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 38 | $129.55 | $4,922.90 |
DisclosureSEC source: 0000065984-20-000023 · edgar.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,589 Read SEC document |
| January 17, 2020 Filed Jan 23, 2020 00:00 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 984 | $126.31 | $124,289.04 |
DisclosureSEC source: 0000065984-20-000010 · edgar.xml · nonDerivative · entry 2 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,627 Read SEC document |
| January 17, 2020 Filed Jan 23, 2020 00:00 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 3,279 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-20-000010 · edgar.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,611 F1 · kind: Settlement of long-term performance units issued under the 2015 Entergy Corporation Equity Ownership Plan. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 21:40 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 641 | $123.74 | $79,317.34 |
DisclosureSEC source: 0000065984-20-000001 · edgar.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,332 Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 20:12 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-19-000345 · edgar.xml · derivative · entry 2 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires not disclosed 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: The restricted stock units convert into shares of Entergy Corporation common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in two equal annual installments on December 18, 2019 and 2020. F3 · derivative.expiration_date: The restricted stock units vest in two equal annual installments on December 18, 2019 and 2020. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 20:12 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Exercise / conversionCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000065984-19-000345 · edgar.xml · nonDerivative · entry 1 HARBERT JULIE E · CIK 0001770897 · SVP, Corp Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,973 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 · price: The restricted stock units convert into shares of Entergy Corporation common stock on a one-for-one basis. F2 · balance_after: Includes 49 shares of Entergy common stock issued through Entergy's dividend reinvestment plan and 25 shares of Entergy common stock issued through the dividend reinvestment feature of Entergy's equity ownership plan. 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.