Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MGE ENERGY INCMGEE · Entity 4253 | VP Energy Technology | February 19, 2021 | October 11, 2022 |
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.
MGE ENERGY INC
Report date February 19, 2021 · Filed October 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| MGEE COMMON STOCKSEC Table I · non-derivative | Direct | 726.2772 |
Reported balance
After 2021-02-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-19 · Grant · Acquired 589 · Balance 726.2772 F2: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. F1: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. |
| MGEE COMMON STOCKSEC Table I · non-derivative | Indirect401(k) Plan | 677.4077 |
Reported balance
Holding disclosure · report date 2021-02-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 677.4077 F3: Represents holdings in 401(k) as of filing date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.
F2: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023.
F3: Represents holdings in 401(k) as of filing date.
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 19, 2021 Filed Oct 11, 2022 13:38 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantMGEE COMMON STOCK | 589 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000020 · primary_doc.xml · nonDerivative · entry 1 Peterson Donald D · CIK 0001769806 · VP Energy Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 726.2772 F2 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. F1 · balance_after: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. 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.