Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XCEL ENERGY INCXEL · Entity 3042 | SVP and Controller | February 22, 2022 | February 25, 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.
XCEL ENERGY INC
Report date February 22, 2022 · Filed February 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,679.435 |
Ending reported balance
After 2022-02-22 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-02-22 · Grant · Acquired 3,541.816 · Balance 26,727.251 F1: Represents the settlement of performance share unit awards for the 2019-2021 performance period. Row 2 · 2022-02-22 · Exercise / conversion · Acquired 1,368.644 · Balance 28,095.895 F2: Restricted stock units are settled in common stock on a one-for-one basis. Row 3 · 2022-02-22 · Tax withholding · Disposed 2,416.46 · Balance 25,679.435 F3: Represents the withholding of shares to satisfy tax obligations upon the settlement of performance share unit awards and restricted stock unit awards for the 2019-2021 performance period. Fractional share interests were settled in cash. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-02-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-02-22 · Exercise / conversion · Disposed 1,368.644 · Balance 0 F2: Restricted stock units are settled in common stock on a one-for-one basis. F5: Number of units shown reflects the reinvestment of dividend equivalents since the original grant of 1,265 units. F6: Award vested on December 31, 2021 but was settled in shares of common stock on February 22, 2022. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 2,634.481 |
Reported balance
Holding disclosure · report date 2022-02-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,634.481 F4: Shares held in the Xcel Energy Stock Fund under the Xcel Energy 401(k) Savings Plan as of plan statement dated February 18, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the settlement of performance share unit awards for the 2019-2021 performance period.
F2: Restricted stock units are settled in common stock on a one-for-one basis.
F3: Represents the withholding of shares to satisfy tax obligations upon the settlement of performance share unit awards and restricted stock unit awards for the 2019-2021 performance period. Fractional share interests were settled in cash.
F4: Shares held in the Xcel Energy Stock Fund under the Xcel Energy 401(k) Savings Plan as of plan statement dated February 18, 2022.
F5: Number of units shown reflects the reinvestment of dividend equivalents since the original grant of 1,265 units.
F6: Award vested on December 31, 2021 but was settled in shares of common stock on February 22, 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 22, 2022 Filed Feb 25, 2022 02:07 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 1,368.644 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-005545 · doc1.xml · derivative · entry 5 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,368.644 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. F2 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F5 · shares: Number of units shown reflects the reinvestment of dividend equivalents since the original grant of 1,265 units. F6 · derivative.exercise_date: Award vested on December 31, 2021 but was settled in shares of common stock on February 22, 2022. F6 · derivative.expiration_date: Award vested on December 31, 2021 but was settled in shares of common stock on February 22, 2022. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 02:07 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 2,416.46 | $66.00 | $159,486.36 |
DisclosureSEC source: 0001567619-22-005545 · doc1.xml · nonDerivative · entry 3 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,679.435 F3 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of performance share unit awards and restricted stock unit awards for the 2019-2021 performance period. Fractional share interests were settled in cash. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 02:07 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 1,368.644 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-005545 · doc1.xml · nonDerivative · entry 2 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,095.895 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. F2 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 02:07 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 3,541.816 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-005545 · doc1.xml · nonDerivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,727.251 F1 · shares: Represents the settlement of performance share unit awards for the 2019-2021 performance period. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 1,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-000540 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,031 Underlying: Common Stock · 1,031 shares Expires 2024-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2024. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 20:59 UTC | XCEL ENERGY INC XEL · Entity 3042 | OtherPhantom Stock · Derivative | 4,645.641 | $70.61 Strike: $0.00 | $328,028.71 |
DisclosureSEC source: 0001567619-21-016274 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,030.539 Underlying: Common Stock · 4,645.641 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of Xcel Energy common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of their balance in the Plan's Xcel Energy stock fund into an alternative investment fund. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of their balance in the Plan's Xcel Energy stock fund into an alternative investment fund. F3 · balance_after: The number of shares of phantom stock reflects additional shares credited upon the deemed reinvestment of dividend equivalents as reported in the most recent report from the Plan administrator, as well as minor adjustments to the number of phantom shares credited to the reporting person's Xcel Energy stock fund due to the unitized nature of the Xcel Energy stock fund. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:15 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 1,365.768 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004447 · doc1.xml · derivative · entry 5 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,365.768 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: Restricted stock units are settled in common stock on a one-for-one basis. F4 · shares: Number of shares and units shown reflects the reinvestment of dividend equivalents since the original grant of 1,256 units. F5 · derivative.exercise_date: Award vested on December 31, 2020 but was settled in shares of common stock on February 16, 2021. F5 · derivative.expiration_date: Award vested on December 31, 2020 but was settled in shares of common stock on February 16, 2021. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:15 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 2,686.491 | $61.54 | $165,326.66 |
DisclosureSEC source: 0001567619-21-004447 · doc1.xml · nonDerivative · entry 3 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,185.435 F2 · balance_after: Fractional share interests relating to the settlement of restricted stock unit and performance share unit awards, and relating to share withholding for taxes, were settled in cash. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:15 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 1,365.768 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-004447 · doc1.xml · nonDerivative · entry 2 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,871.926 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: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:15 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 4,092.723 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004447 · doc1.xml · nonDerivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,506.158 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:56 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 990 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-000603 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 990 Underlying: Common Stock · 990 shares Expires 2023-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2023. Read SEC document |
| February 18, 2020 Filed Feb 21, 2020 00:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 1,561.185 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-004522 · doc1.xml · derivative · entry 5 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,561.185 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: Restricted stock units are settled in common stock on a one-for-one basis. F4 · shares: Number of shares and units shown reflects the reinvestment of dividend equivalents since the original grant of 1,428 units. F5 · derivative.exercise_date: Award vested on December 31, 2019 but was settled in shares of common stock on February 18, 2020. F5 · derivative.expiration_date: Award vested on December 31, 2019 but was settled in shares of common stock on February 18, 2020. Read SEC document |
| February 18, 2020 Filed Feb 21, 2020 00:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 2,227.617 | $70.26 | $156,512.37 |
DisclosureSEC source: 0001567619-20-004522 · doc1.xml · nonDerivative · entry 3 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,413.435 F2 · balance_after: Fractional share interests relating to the settlement of restricted stock and performance share unit awards and relating to share withholding for taxes were settled in cash. Read SEC document |
| February 18, 2020 Filed Feb 21, 2020 00:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 1,561.185 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-004522 · doc1.xml · nonDerivative · entry 2 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,641.052 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: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 18, 2020 Filed Feb 21, 2020 00:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,965.432 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-004522 · doc1.xml · nonDerivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,079.867 Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 18:09 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 1,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000484 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,042 Underlying: Common Stock · 1,042 shares Expires 2022-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2022. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 12:50 UTC | XCEL ENERGY INC XEL · Entity 3042 | OtherPhantom Stock · Derivative | 9,977.363 | $63.39 | $632,465.04 |
DisclosureSEC source: 0001567619-19-018136 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,648.758 Underlying: Common Stock · 9,977.363 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom shares become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Issuer stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom shares become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Issuer stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects both additional shares credited upon the deemed reinvestment of dividend equivalents as reported in the most recent report from the Plan administrator, as well as minor adjustments to the number of phantom shares credited to the reporting person's Issuer stock account due to the unitized nature of the Plan's Issuer stock fund. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:45 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 1,664.439 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-005195 · doc1.xml · derivative · entry 5 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,664.439 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: Restricted stock units are settled in common stock on a one-for-one basis. F4 · shares: Number of shares and units shown reflects the reinvestment of dividend equivalents since the original grant of 1,513 units. F5 · derivative.exercise_date: Award vested on December 31, 2018 but was settled in shares of common stock on February 19, 2019. F5 · derivative.expiration_date: Award vested on December 31, 2018 but was settled in shares of common stock on February 19, 2019. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:45 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 2,133.05 | $53.46 | $114,032.85 |
DisclosureSEC source: 0001567619-19-005195 · doc1.xml · nonDerivative · entry 3 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,114.435 F2 · balance_after: Fractional share interests relating to the settlement of restricted stock and performance share unit awards and relating to share withholding for taxes were settled in cash. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:45 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 1,664.439 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-19-005195 · doc1.xml · nonDerivative · entry 2 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,247.485 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: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:45 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 4,991.611 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-005195 · doc1.xml · nonDerivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,583.046 Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 22:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 1,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000362 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,265 Underlying: Common Stock · 1,265 shares Expires 2021-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2021. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 02:14 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 3,755.086 | $44.68 | $167,777.24 |
DisclosureSEC source: 0001140361-18-009719 · doc1.xml · nonDerivative · entry 3 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,591.435 F2 · balance_after: A fractional share interest was settled in cash in connection with the settlement of restricted stock and performance share unit awards and the withholding of shares for taxes. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 02:14 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 1,530.317 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009719 · doc1.xml · derivative · entry 5 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,530.317 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: Restricted stock units and phantom shares are settled in common stock on a one-for-one basis. F4 · shares: Number of shares and units shown reflects the reinvestment of dividend equivalents since the original grant of 1,385 units. F5 · derivative.exercise_date: Award vested on December 31, 2017 but was settled in shares of common stock on February 20, 2018. F5 · derivative.expiration_date: Award vested on December 31, 2017 but was settled in shares of common stock on February 20, 2018. F4 · derivative.underlying_shares: Number of shares and units shown reflects the reinvestment of dividend equivalents since the original grant of 1,385 units. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 02:14 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 1,530.317 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-009719 · doc1.xml · nonDerivative · entry 2 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,346.52 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: Restricted stock units and phantom shares are settled in common stock on a one-for-one basis. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 02:14 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 8,411.769 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009719 · doc1.xml · nonDerivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,816.204 Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 01:38 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 1,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-000928 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,256 Underlying: Common Stock · 1,256 shares Expires 2020-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2020. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 23:52 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.196 | $48.11 | $249.98 |
DisclosureSEC source: 0001140361-18-000569 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,080.667 Underlying: Common Stock · 5.196 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 23:18 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 4.923 | $50.78 | $249.99 |
DisclosureSEC source: 0001140361-17-046587 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,075.595 Underlying: Common Stock · 4.923 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 15:30 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 4.844 | $51.61 | $250.00 |
DisclosureSEC source: 0001140361-17-044716 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,069.323 Underlying: Common Stock · 4.844 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 23:41 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 4.885 | $51.18 | $250.01 |
DisclosureSEC source: 0001140361-17-043137 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,064.835 Underlying: Common Stock · 4.885 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:43 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.078 | $49.23 | $249.99 |
DisclosureSEC source: 0001140361-17-041030 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,060.448 Underlying: Common Stock · 5.078 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects both additional shares credited upon the deemed reinvestment of dividend equivalents as reported in the most recent report from the Plan administrator, as well as minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| October 13, 2017 Filed Oct 16, 2017 22:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.143 | $48.61 | $250.00 |
DisclosureSEC source: 0001140361-17-038803 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,852.957 Underlying: Common Stock · 5.143 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 23:04 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.283 | $47.32 | $249.99 |
DisclosureSEC source: 0001140361-17-037183 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,847.402 Underlying: Common Stock · 5.283 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 22:07 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.094 | $49.08 | $250.01 |
DisclosureSEC source: 0001140361-17-035820 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,842.182 Underlying: Common Stock · 5.094 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 18:07 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.051 | $49.50 | $250.02 |
DisclosureSEC source: 0001140361-17-034262 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,837.631 Underlying: Common Stock · 5.051 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 21:46 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.108 | $48.94 Strike: $0.00 | $249.99 |
DisclosureSEC source: 0001140361-17-032739 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,832.073 Underlying: Common Stock · 5.108 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 15:58 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.284 | $47.31 Strike: $0.00 | $249.99 |
DisclosureSEC source: 0001140361-17-029793 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,827.819 Underlying: Common Stock · 5.284 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects both additional shares credited upon the deemed reinvestment of dividend equivalents as reported in the most recent report from the Plan administrator, as well as minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 20:56 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.421 | $46.12 Strike: $0.00 | $250.02 |
DisclosureSEC source: 0001140361-17-028200 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,611.593 Underlying: Common Stock · 5.421 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 16:46 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.449 | $45.88 Strike: $0.00 | $250.00 |
DisclosureSEC source: 0001140361-17-027087 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,605.943 Underlying: Common Stock · 5.449 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 21:37 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.253 | $47.59 Strike: $0.00 | $249.99 |
DisclosureSEC source: 0001140361-17-025395 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,601.289 Underlying: Common Stock · 5.253 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects both additional shares credited upon the deemed reinvestment of dividend equivalents as reported in the most recent report from the Plan administrator, as well as minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 18:59 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.218 | $47.91 Strike: $0.00 | $249.99 |
DisclosureSEC source: 0001140361-17-023297 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,594.934 Underlying: Common Stock · 5.218 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects both additional shares credited upon the deemed reinvestment of dividend equivalents as reported in the most recent report from the Plan administrator, as well as minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| May 16, 2017 Filed May 17, 2017 20:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.486 | $45.57 Strike: $0.00 | $250.00 |
DisclosureSEC source: 0001140361-17-021164 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,590.71 Underlying: Common Stock · 5.486 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects both additional shares credited upon the deemed reinvestment of dividend equivalents as reported in the most recent report from the Plan administrator, as well as minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| April 28, 2017 Filed May 3, 2017 01:29 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.549 | $45.05 Strike: $0.00 | $249.98 |
DisclosureSEC source: 0001140361-17-017979 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,584.725 Underlying: Common Stock · 5.549 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects both additional shares credited upon the deemed reinvestment of dividend equivalents as reported in the most recent report from the Plan administrator, as well as minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| April 17, 2017 Filed Apr 19, 2017 22:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.546 | $45.08 Strike: $0.00 | $250.01 |
DisclosureSEC source: 0001140361-17-016206 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,359.696 Underlying: Common Stock · 5.546 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects both additional shares credited upon the deemed reinvestment of dividend equivalents as reported in the most recent report from the Plan administrator, as well as minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 23:17 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.624 | $44.45 Strike: $0.00 | $249.99 |
DisclosureSEC source: 0001140361-17-014713 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,354.377 Underlying: Common Stock · 5.624 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects both additional shares credited upon the deemed reinvestment of dividend equivalents as reported in the most recent report from the Plan administrator, as well as minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 23:01 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.675 | $44.05 Strike: $0.00 | $249.98 |
DisclosureSEC source: 0001140361-17-012660 · doc1.xml · derivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,348.369 Underlying: Common Stock · 5.675 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F2 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F2 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · balance_after: The number of shares of phantom stock reflects both additional shares credited upon the deemed reinvestment of dividend equivalents as reported in the most recent report from the Plan administrator, as well as minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:13 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5.747 | $43.50 Strike: $0.00 | $249.99 |
DisclosureSEC source: 0001140361-17-010516 · doc1.xml · derivative · entry 3 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,343.184 Underlying: Common Stock · 5.747 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F4 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F4 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F5 · balance_after: The number of shares of phantom stock reflects both additional shares credited upon the deemed reinvestment of dividend equivalents as reported in the most recent report from the Plan administrator, as well as minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:13 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 109.311 | $43.71 | $4,777.98 |
DisclosureSEC source: 0001140361-17-010516 · doc1.xml · nonDerivative · entry 1 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,404.435 F1 · balance_after: Withholding of stock to satisfy tax withholding obligation on vesting of an award of restricted stock under the Xcel Energy Executive Annual Incentive Award Program that were included in the common stock holdings reported by the reporting person on Form 4 filed on February 23, 2017. A fractional share interest was settled in cash in connection with the vesting of the restricted stock award and the withholding of shares for taxes. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:57 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantPhantom Stock · Derivative | 5,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-008952 · doc1.xml · derivative · entry 6 Savage Jeffrey S · CIK 0001530607 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,276.711 Underlying: Common Stock · 5,153 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units and phantom shares are settled in common stock on a one-for-one basis. F7 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution election made under the Issuer's Deferred Compensation Plan (the "Plan"). F7 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution election made under the Issuer's Deferred Compensation Plan (the "Plan"). F8 · balance_after: The number of shares of phantom stock reflects additional shares credited upon the deemed reinvestment of dividend equivalents as well as minor adjustments due to the unitized nature of the Plan's Issuer stock fund. 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.