Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PORTLAND GENERAL ELECTRIC CO /OR/POR · Entity 3819 | VP General Counsel | February 11, 2022 | February 15, 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.
PORTLAND GENERAL ELECTRIC CO /OR/
Report date February 11, 2022 · Filed February 15, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,423 |
Ending reported balance
After 2022-02-14 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2022-02-11 · Grant · Acquired 8,584 · Balance 23,196 F1: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Row 2 · 2022-02-11 · Tax withholding · Disposed 2,825 · Balance 20,371 Row 3 · 2022-02-11 · Grant · Acquired 1,939 · Balance 22,310 F2: Reflects a grant of restricted stock units subject to continued service, will vest on July 1, 2022 and will be settled in shares. Row 4 · 2022-02-13 · Grant · Acquired 193 · Balance 22,503 F3: 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. Row 5 · 2022-02-13 · Tax withholding · Disposed 746 · Balance 21,757 Row 6 · 2022-02-14 · Grant · Acquired 37 · Balance 21,794 F4: 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. Row 7 · 2022-02-14 · Tax withholding · Disposed 371 · Balance 21,423 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights.
F2: Reflects a grant of restricted stock units subject to continued service, will vest on July 1, 2022 and will be settled in shares.
F3: 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.
F4: 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.
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, 2022 Filed Feb 15, 2022 23:14 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 371 | $50.73 | $18,820.83 |
DisclosureSEC source: 0001214659-22-002762 · marketforms-55405.xml · nonDerivative · entry 7 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,423 Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 23:14 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002762 · marketforms-55405.xml · nonDerivative · entry 6 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,794 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 23:14 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 746 | $51.86 | $38,687.56 |
DisclosureSEC source: 0001214659-22-002762 · marketforms-55405.xml · nonDerivative · entry 5 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,757 Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 23:14 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 193 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002762 · marketforms-55405.xml · nonDerivative · entry 4 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,503 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 23:14 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002762 · marketforms-55405.xml · nonDerivative · entry 3 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,310 F2 · shares: Reflects a grant of restricted stock units subject to continued service, will vest on July 1, 2022 and will be settled in shares. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:14 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 2,825 | $51.86 | $146,504.50 |
DisclosureSEC source: 0001214659-22-002762 · marketforms-55405.xml · nonDerivative · entry 2 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,371 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:14 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 8,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002762 · marketforms-55405.xml · nonDerivative · entry 1 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,196 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 23:17 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 3,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002150 · marketforms-51540.xml · nonDerivative · entry 3 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,612 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 23:17 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 1,125 | $41.87 | $47,103.75 |
DisclosureSEC source: 0001214659-21-002150 · marketforms-51540.xml · nonDerivative · entry 2 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,303 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 23:17 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 3,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002150 · marketforms-51540.xml · nonDerivative · entry 1 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,428 F1 · shares: Reflects the vesting of performance-related restricted stock units and related dividend equivalent rights Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 02:12 UTC Amendment | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 2,170 | $60.98 | $132,326.60 |
DisclosureSEC source: 0001214659-20-001365 · marketforms-47746.xml · nonDerivative · entry 1 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,530 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:28 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001339 · marketforms-47744.xml · nonDerivative · entry 3 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,425 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 21:28 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 2,996 | $60.98 | $182,696.08 |
DisclosureSEC source: 0001214659-20-001339 · marketforms-47744.xml · nonDerivative · entry 2 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,704 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:28 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 6,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001339 · marketforms-47744.xml · nonDerivative · entry 1 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,700 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:36 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001327 · marketforms-44146.xml · nonDerivative · entry 3 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,399 F1 · 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 00:36 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 837 | $48.65 | $40,720.05 |
DisclosureSEC source: 0001214659-19-001327 · marketforms-44146.xml · nonDerivative · entry 2 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,447 Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:36 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 36 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001327 · marketforms-44146.xml · nonDerivative · entry 1 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,284 Read SEC document |
| July 24, 2018 Filed Jul 26, 2018 00:12 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-004977 · marketforms-42575.xml · nonDerivative · entry 1 Kaner Lisa Ann · CIK 0001709751 · VP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,248 F1 · shares: Reflects a grant of Restricted Stock Units which will vest on February 13, 2019. 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.